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U.S. Diversified Financial Industry Analysis

UpdatedMay 28, 2026
DataAggregated Company Financials
Companies135
  • 7D-0.4%
  • 3M-1.8%
  • 1Y-10.1%
  • YTD-7.3%

Last week, the Diversified Financial industry hasn't moved much but Rocket Companies is up 4.7% in that time. As for the longer term, the industry has declined 10% in the last year. Earnings are forecast to grow by 8.1% annually.

Industry Valuation and Performance

Has the U.S. Diversified Financial Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 28 May 2026US$2.6tUS$719.4bUS$131.2b17.6x19.7x3.6x
Sat, 25 Apr 2026US$2.6tUS$711.5bUS$123.6b16.9x20.8x3.6x
Mon, 23 Mar 2026US$2.5tUS$710.0bUS$123.5b17.6x20.5x3.6x
Wed, 18 Feb 2026US$2.6tUS$706.2bUS$126.0b16x20.9x3.7x
Fri, 16 Jan 2026US$2.8tUS$695.3bUS$126.9b14.7x21.9x4x
Sun, 14 Dec 2025US$2.8tUS$695.1bUS$126.9b13.6x22.4x4.1x
Tue, 11 Nov 2025US$2.8tUS$696.6bUS$127.6b13.3x21.7x4x
Thu, 09 Oct 2025US$2.9tUS$687.5bUS$120.0b16.7x24.3x4.2x
Sat, 06 Sep 2025US$2.9tUS$686.6bUS$120.8b16.6x24.3x4.3x
Mon, 04 Aug 2025US$2.8tUS$684.2bUS$142.4b17.2x19.7x4.1x
Wed, 02 Jul 2025US$2.9tUS$681.3bUS$141.4b16.3x20.2x4.2x
Fri, 30 May 2025US$2.9tUS$679.2bUS$141.4b14.7x20.4x4.2x
Sun, 27 Apr 2025US$2.9tUS$672.9bUS$152.0b13.6x18.9x4.3x
Tue, 25 Mar 2025US$2.9tUS$672.5bUS$151.8b16x19.2x4.3x
Thu, 20 Feb 2025US$2.9tUS$643.1bUS$161.4b16.8x17.7x4.4x
Sat, 18 Jan 2025US$2.8tUS$667.6bUS$160.1b19.2x17.5x4.2x
Mon, 16 Dec 2024US$2.8tUS$667.6bUS$160.1b18x17.5x4.2x
Wed, 13 Nov 2024US$2.8tUS$668.1bUS$160.3b17.8x17.5x4.2x
Fri, 11 Oct 2024US$2.6tUS$660.7bUS$128.0b15.9x20.6x4x
Sun, 08 Sep 2024US$2.6tUS$660.7bUS$128.0b15.6x20.1x3.9x
Tue, 06 Aug 2024US$2.4tUS$658.1bUS$133.1b14.1x18.2x3.7x
Thu, 04 Jul 2024US$2.4tUS$663.2bUS$131.7b13.9x18.2x3.6x
Sat, 01 Jun 2024US$2.4tUS$673.6bUS$131.5b14x18.3x3.6x
Mon, 29 Apr 2024US$2.4tUS$660.4bUS$148.6b14.4x16.4x3.7x
Wed, 27 Mar 2024US$2.5tUS$663.4bUS$147.6b15.9x16.9x3.8x
Fri, 23 Feb 2024US$2.4tUS$651.1bUS$110.6b14.2x22x3.7x
Sun, 21 Jan 2024US$2.3tUS$648.6bUS$107.0b13.5x21.5x3.5x
Tue, 19 Dec 2023US$2.3tUS$648.6bUS$107.0b14.1x21.1x3.5x
Thu, 16 Nov 2023US$2.1tUS$647.5bUS$107.8b13.3x19.8x3.3x
Sat, 14 Oct 2023US$2.1tUS$622.5bUS$106.8b12.1x19.5x3.3x
Mon, 11 Sep 2023US$2.2tUS$622.7bUS$106.8b12.4x20.3x3.5x
Wed, 09 Aug 2023US$2.2tUS$626.6bUS$107.8b13.5x20.1x3.5x
Fri, 07 Jul 2023US$2.1tUS$597.9bUS$31.2b11x67.5x3.5x
Sun, 04 Jun 2023US$2.0tUS$597.8bUS$31.2b10.6x64.8x3.4x
Price to Earnings Ratio

64.8x


Total Market Cap: US$2.0tTotal Earnings: US$31.2bTotal Revenue: US$597.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Diversified Financial Industry Price to Earnings3Y Average 23.1x202420252026
Current Industry PE
  • Investors are pessimistic on the American Diversified Financial industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 19.7x which is lower than its 3-year average PE of 23.1x.
  • The industry is trading close to its 3-year average PS ratio of 3.9x.
Past Earnings Growth
  • The earnings for companies in the Diversified Financial industry have grown 61% per year over the last three years.
  • Revenues for these companies have grown 6.4% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

Which industries have driven the changes within the U.S. Financials industry?

US Market1.27%
Financials-0.40%
Diversified Financial-0.43%
Specialized Finance2.72%
Multi-Sector Holdings-0.25%
Transaction and Payment Processing Services-0.56%
Other Diversified Financial Services-1.96%
Industry PE
  • Investors are most optimistic about the Other Diversified Financial Services industry which is trading above its 3-year average PE ratio of 23.1x.
    • Analysts are expecting annual earnings growth of 33.4%, which is higher than its past year's earnings growth of 9.7% per year.
Forecasted Growth
  • Analysts are most optimistic on the Specialized Finance industry, expecting annual earnings growth of 35% over the next 5 years.
  • This is better than its past earnings growth rate of 8.6% per year.
  • In contrast, the Multi-Sector Holdings industry is expected to see its earnings decline by 2.2% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
RKT Rocket CompaniesUS$14.274.7%
+US$1.8b		10.9%PE168.9x
AFRM Affirm HoldingsUS$70.444.9%
+US$1.1b		39.0%PE61.7x
GPN Global PaymentsUS$73.463.8%
+US$733.1m		-2.0%PE31.9x
TOST ToastUS$24.505.1%
+US$684.0m		-41.8%PE34.5x
KLAR Klarna GroupUS$17.257.2%
+US$438.6m		n/aPS1.7x

Latest News

PYPL
US$43.76
PayPal Holdings
7D
-1.4%
1Y
-38.7%
AFRM
US$70.44
Affirm Holdings
7D
4.9%
1Y
39.0%
BRK.A
US$719,000.01
Berkshire Hathaway
7D
-0.3%
1Y
-4.7%
Seeking Alpha • 22h

Berkshire Hathaway: The Fortress Is Getting Expensive To Defend

Summary Berkshire Hathaway Inc. reported Q1 operating earnings up 17.7% Y/Y, but cash drag and equity book rotation constrain upside. Abel's stewardship emphasizes a "core four" equity portfolio and strategic cash moat, with increased Japan exposure but limited transformative deployment. Share buybacks remain modest, and the unresolved Buffett estate overhang continues to cap BRK's valuation multiple. I reiterate a Hold rating on BRK, with a $519/share target and only 6.8% upside, as BRK is no longer positioned for outperformance versus the S&P 500. Read the full article on Seeking Alpha
SEZL
US$116.05
Sezzle
7D
10.6%
1Y
4.2%
MA
US$495.04
Mastercard
7D
-0.6%
1Y
-14.0%
V
US$327.61
Visa
7D
-0.9%
1Y
-8.9%
Narrative Update • May 26

V: Preferred List Support Will Sustain Network Advantage Into New Partnerships

Visa's analyst fair value target has been adjusted slightly higher to about $399 as analysts factor in updated assumptions for discount rate, growth, profitability and future P/E, following a mix of recent target increases and reductions across Wall Street coverage. Analyst Commentary Recent research on Visa highlights a mix of higher and lower price targets, along with fresh initiations, which together help explain why the overall analyst fair value estimate has shifted only modestly.
GPN
US$73.46
Global Payments
7D
3.8%
1Y
-2.0%
Narrative Update • May 24

GPN: Worldpay Execution And FY26 Cash Generation Plan Will Drive Repricing

Global Payments' updated analyst fair value estimate has shifted from $101.88 to $94.92 as analysts factor in more moderate revenue and profit margin assumptions, a higher expected future P/E, and a series of reduced price targets and neutral ratings across recent research coverage. Analyst Commentary Recent research coverage on Global Payments has leaned cautious, with several firms lowering price targets and others maintaining or initiating Neutral ratings.
XYZ
US$71.42
Block
7D
0.7%
1Y
15.5%
TOST
US$24.50
Toast
7D
5.1%
1Y
-41.8%
Seeking Alpha • May 24

Toast: Impressive Sales Trends In A Tough Restaurant Macro

Summary Toast remains a compelling buy amid market rotation, with misunderstood growth and oversold shares despite robust fundamentals. TOST trades at 14.5x EV/FY26 adjusted EBITDA, with EBITDA growing over 30% y/y and stock-based comp declining to under 2% of market cap. Q1 revenue grew 22% y/y to $1.63B, showing no deceleration despite industry headwinds; 7k new paid locations added, up 22% y/y. Toast IQ and Toast Local are driving ARR up 26% y/y to $2.15B, with strong traction in marketing tools and expansion beyond restaurants. Read the full article on Seeking Alpha
APO
US$130.27
Apollo Global Management
7D
-1.5%
1Y
-0.9%
KLAR
US$17.25
Klarna Group
7D
7.2%
1Y
n/a
FISV
US$55.62
Fiserv
7D
-1.4%
1Y
-65.4%
HASI
US$41.70
HA Sustainable Infrastructure Capital
7D
3.7%
1Y
64.6%
RKT
US$14.27
Rocket Companies
7D
4.7%
1Y
10.9%
FIS
US$42.02
Fidelity National Information Services
7D
-1.6%
1Y
-47.5%
JXN
US$103.91
Jackson Financial
7D
-6.3%
1Y
26.5%