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U.S. Diversified Financial Industry Analysis

UpdatedJun 08, 2026
DataAggregated Company Financials
Companies136
  • 7D0.3%
  • 3M-0.9%
  • 1Y-10.9%
  • YTD-7.8%

Last week, the Diversified Financial industry hasn't moved much but Berkshire Hathaway is up 4.0% in that time. As for the longer term, the industry has declined 11% in the last year. Earnings are forecast to grow by 7.9% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 08 Jun 2026US$2.6tUS$719.5bUS$131.2b16.6x19.6x3.6x
Wed, 06 May 2026US$2.6tUS$718.6bUS$131.2b17.1x19.8x3.6x
Fri, 03 Apr 2026US$2.5tUS$711.2bUS$125.0b15.4x20.1x3.5x
Sun, 01 Mar 2026US$2.7tUS$708.8bUS$123.1b17.8x21.6x3.7x
Tue, 27 Jan 2026US$2.7tUS$695.4bUS$126.9b14.6x21.3x3.9x
Thu, 25 Dec 2025US$2.9tUS$695.1bUS$126.9b13.9x22.6x4.1x
Sat, 22 Nov 2025US$2.7tUS$696.6bUS$127.4b13.2x21.2x3.9x
Mon, 20 Oct 2025US$2.8tUS$687.0bUS$120.0b16.4x23.6x4.1x
Wed, 17 Sep 2025US$2.9tUS$689.2bUS$120.6b16.7x24x4.2x
Fri, 15 Aug 2025US$2.9tUS$686.4bUS$120.7b15.9x23.7x4.2x
Sun, 13 Jul 2025US$2.8tUS$680.6bUS$141.3b16.3x19.7x4.1x
Tue, 10 Jun 2025US$2.9tUS$679.4bUS$141.4b15.4x20.6x4.3x
Thu, 08 May 2025US$2.9tUS$673.8bUS$141.6b14.5x20.2x4.2x
Sat, 05 Apr 2025US$2.9tUS$672.3bUS$151.9b13.9x19x4.3x
Mon, 03 Mar 2025US$3.0tUS$673.0bUS$152.2b16.6x19.8x4.5x
Wed, 29 Jan 2025US$2.9tUS$667.8bUS$160.1b18.5x18.1x4.3x
Fri, 27 Dec 2024US$2.8tUS$667.6bUS$160.0b17.7x17.6x4.2x
Sun, 24 Nov 2024US$2.8tUS$667.7bUS$160.1b18.6x17.8x4.3x
Tue, 22 Oct 2024US$2.7tUS$660.6bUS$127.9b15.5x21.2x4.1x
Thu, 19 Sep 2024US$2.6tUS$660.8bUS$128.0b15.9x20.6x4x
Sat, 17 Aug 2024US$2.5tUS$660.4bUS$127.8b15.7x19.6x3.8x
Mon, 15 Jul 2024US$2.4tUS$663.3bUS$131.7b14.8x18.5x3.7x
Wed, 12 Jun 2024US$2.4tUS$673.5bUS$131.5b14.2x18.5x3.6x
Fri, 10 May 2024US$2.4tUS$673.5bUS$131.4b14.6x18.6x3.6x
Sun, 07 Apr 2024US$2.5tUS$659.2bUS$147.9b14.8x17x3.8x
Tue, 05 Mar 2024US$2.4tUS$663.0bUS$147.4b15.1x16.6x3.7x
Thu, 01 Feb 2024US$2.4tUS$649.4bUS$107.7b16.6x22.1x3.7x
Sat, 30 Dec 2023US$2.3tUS$648.7bUS$107.0b14x21.3x3.5x
Mon, 27 Nov 2023US$2.2tUS$648.6bUS$107.0b13.5x20.4x3.4x
Wed, 25 Oct 2023US$2.0tUS$627.8bUS$107.2b12.1x19x3.2x
Fri, 22 Sep 2023US$2.1tUS$622.1bUS$106.8b12.5x20.1x3.4x
Sun, 20 Aug 2023US$2.1tUS$621.6bUS$106.8b13.1x19.9x3.4x
Tue, 18 Jul 2023US$2.2tUS$598.0bUS$31.2b11.9x69.1x3.6x
Thu, 15 Jun 2023US$2.0tUS$598.0bUS$31.2b10.8x65.3x3.4x
Price to Earnings Ratio

65.3x


Total Market Cap: US$2.0tTotal Earnings: US$31.2bTotal Revenue: US$598.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Diversified Financial Industry Price to Earnings3Y Average 22.6x202420252026
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 19.6x which is lower than its 3-year average PE of 22.6x.
  • 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 Market-2.49%
Financials0.89%
Diversified Financial0.26%
Multi-Sector Holdings4.01%
Other Diversified Financial Services0.51%
Transaction and Payment Processing Services-2.17%
Specialized Finance-2.91%
Industry PE
  • Investors are most optimistic about the Other Diversified Financial Services industry which is trading above its 3-year average PE ratio of 24.3x.
    • Analysts are expecting annual earnings growth of 33.3%, which is higher than its past year's earnings growth of 13.2% per year.
Forecasted Growth
  • Analysts are most optimistic on the Specialized Finance industry, expecting annual earnings growth of 34% 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
BRK.A Berkshire HathawayUS$733.55k4.0%
+US$40.8b		-0.9%PE14.6x
V VisaUS$323.570.2%
+US$1.5b		-11.8%PE27.7x
VOYA Voya FinancialUS$86.696.3%
+US$464.2m		27.5%PE12.3x
JXN Jackson FinancialUS$107.863.1%
+US$228.1m		29.9%PS1.3x
CRBG Corebridge FinancialUS$26.861.1%
+US$132.5m		-19.2%PE50.1x

Latest News

GPN
US$66.32
Global Payments
7D
-12.1%
1Y
-16.0%
Narrative Update • Jun 07

GPN: Share Pullback And FY26 Cash Generation Plan Will Drive Repricing

Global Payments' updated analyst price targets reflect a modest trim of intrinsic value to about $95 per share, as analysts factor in slightly higher discount rates and only minor adjustments to growth and margin assumptions. At the same time, recent research argues that the recent double digit share pullback and concerns about near term guidance may be overdone.
RKT
US$12.65
Rocket Companies
7D
-10.8%
1Y
-0.8%
WD
US$51.25
Walker & Dunlop
7D
6.0%
1Y
-26.6%
Narrative Update • Jun 06

WD: Sun Belt Financing And Redevelopment Deals Will Support Future Upside

Analysts have kept their average price target for Walker & Dunlop broadly unchanged at about $68.67, reflecting only small tweaks to discount rate, revenue growth, profit margin, and future P/E assumptions rather than a shift in the overall outlook. What's in the News Recent analysis highlighted that Walker & Dunlop's net interest income has declined annually over the last five years, while earnings per share fell 14.4% annually and tangible book value per share declined 7.5% annually over the same period.
VOYA
US$86.69
Voya Financial
7D
6.3%
1Y
27.5%
Narrative Update • Jun 06

VOYA: Activist Pressure And Retirement Platform Scale Will Shape Future Outcomes

Analysts have nudged the fair value estimate for Voya Financial higher from $86 to about $89.55, reflecting a series of updated price targets that cite activist interest, refreshed sum-of-the-parts work, and recent research around earnings and business mix. Analyst Commentary Recent research shows a split picture around Voya Financial, with several bullish analysts lifting price targets while others trim them after the latest earnings.
CRBG
US$26.86
Corebridge Financial
7D
1.1%
1Y
-19.2%
Narrative Update • Jun 06

CRBG: Capital Returns And Index Inclusion Scenarios Will Support Future Earnings Resilience

Analysts have trimmed the average price target for Corebridge Financial by a small amount to about $35, reflecting a mix of modest target cuts from several firms and select increases tied to recent stock performance, cash flow and credit exposure reviews, as well as index inclusion scenarios. Analyst Commentary Bullish Takeaways Bullish analysts point to Corebridge's positioning among insurance carriers, where recent underwriting performance and cash flow reviews have supported constructive views on execution.
XYZ
US$68.15
Block
7D
-10.4%
1Y
3.5%
PAYP
US$15.08
PayPay
7D
-19.0%
1Y
n/a
JXN
US$107.86
Jackson Financial
7D
3.1%
1Y
29.9%
PYPL
US$41.29
PayPal Holdings
7D
-8.6%
1Y
-43.9%
AFRM
US$63.61
Affirm Holdings
7D
-12.8%
1Y
3.7%
MA
US$491.08
Mastercard
7D
-0.8%
1Y
-16.0%
Seeking Alpha • Jun 04

Mastercard: Advanced DuPont Analysis Reveals Value-Added Services Are Built To Skyrocket The Share Price

Summary Mastercard’s ROE expanded from approximately 103% in FY2020 to 210% in FY2025, driven primarily by equity multiplier expansion and improving asset turnover rather than margin expansion alone. The five-factor DuPont. Value-added services increasingly drive Mastercard’s economics through higher-margin, software-like revenue streams that improve operating leverage, asset efficiency, and long-term capital-light scalability. The valuation analysis suggests the market may still price Mastercard primarily as a payment network despite VAS approaching half of total revenue, potentially understating the quality and durability of the future. The three-factor DuPont analysis showed ROE expansion was driven mainly by asset turnover and leverage, while the five-factor model revealed that rising tax burdens masked substantial underlying EBIT margin improvement. Read the full article on Seeking Alpha
V
US$323.57
Visa
7D
0.2%
1Y
-11.8%
Seeking Alpha • Jun 04

Visa: Why The DOJ Lawsuit Has Created A Rare Buying Opportunity

Summary Visa maintains a near-monopoly, capital-light model, and durable competitive advantages, historically justifying premium valuation multiples. Litigation and regulatory scrutiny over swipe fees and alleged anti-competitive practices introduce headline risk and a persistent valuation discount. Current legal pressures have made V’s valuation more attractive relative to its historical levels. I establish a DCF-based baseline valuation and assess the material impact of ongoing litigation risks on V’s investment case. Read the full article on Seeking Alpha
ACT
US$41.79
Enact Holdings
7D
1.7%
1Y
22.0%
Narrative Update • Jun 04

ACT: Future Returns Will Be Driven By Buybacks And Dividend Payouts

Analysts have reduced their price target on Enact Holdings from $46.25 to $45.75 as they incorporate updated assumptions for revenue growth, profit margins and future P/E levels. What's in the News Completed a share repurchase of 784,091 shares, about 0.55% of shares, for US$32.09 million under the buyback announced on February 3, 2026.
BRK.A
US$733,550.00
Berkshire Hathaway
7D
4.0%
1Y
-0.9%
MTG
US$25.51
MGIC Investment
7D
1.8%
1Y
-2.1%
FISV
US$54.43
Fiserv
7D
-7.8%
1Y
-67.4%
Narrative Update • May 30

FISV: Future Upside Will Rely On AI Execution And Margin Expansion

Analysts trimmed the Fiserv price target by about $15 to align with lower near term revenue assumptions after Q1 and a broad reset across the group, while still pointing to improving merchant feedback and slightly higher margin expectations in their updated models. Analyst Commentary Bullish Takeaways Bullish analysts see the updated models, including the US$65 price target from Morgan Stanley and the US$60 target from BMO, as reflecting a more balanced view of valuation that factors in recent revenue resets while still assigning value to Fiserv’s scale in payments and merchant acquiring.