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U.S. Diversified Financial Industry Analysis

UpdatedAug 12, 2026
DataAggregated Company Financials
Companies132
  • 7D-0.9%
  • 3M10.9%
  • 1Y2.6%
  • YTD2.2%

The Diversified Financial is pretty flat in the last 7 days, but Apollo Global Management has stood out, gaining 5.3%. In line with that, the industry has also been flat over the past 12 months. As for the next few years, earnings are expected to grow by 6.5% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 12 Aug 2026US$2.8tUS$742.6bUS$148.6b16.7x19.1x3.8x
Fri, 10 Jul 2026US$2.7tUS$719.4bUS$131.2b16x20.5x3.7x
Sun, 07 Jun 2026US$2.6tUS$719.5bUS$131.2b16.6x19.6x3.6x
Tue, 05 May 2026US$2.6tUS$714.6bUS$125.6b17.7x20.7x3.6x
Thu, 02 Apr 2026US$2.5tUS$711.2bUS$125.0b15.4x20.3x3.6x
Sat, 28 Feb 2026US$2.6tUS$708.8bUS$123.1b17.8x21.5x3.7x
Mon, 26 Jan 2026US$2.7tUS$695.4bUS$126.9b14.5x21.3x3.9x
Wed, 24 Dec 2025US$2.9tUS$695.0bUS$126.9b13.7x22.5x4.1x
Fri, 21 Nov 2025US$2.7tUS$696.7bUS$127.4b13x21.3x3.9x
Sun, 19 Oct 2025US$2.8tUS$687.0bUS$120.0b16.4x23.6x4.1x
Tue, 16 Sep 2025US$2.9tUS$689.1bUS$120.7b16.7x24x4.2x
Thu, 14 Aug 2025US$2.8tUS$686.1bUS$120.9b16.4x23.4x4.1x
Sat, 12 Jul 2025US$2.9tUS$680.6bUS$141.3b16.5x20.3x4.2x
Mon, 09 Jun 2025US$2.9tUS$674.3bUS$141.4b15.2x20.4x4.3x
Wed, 07 May 2025US$2.9tUS$673.3bUS$141.7b14.2x20.2x4.2x
Fri, 04 Apr 2025US$3.0tUS$672.5bUS$151.9b14.7x19.6x4.4x
Sun, 02 Mar 2025US$3.0tUS$673.0bUS$152.2b16.6x19.8x4.5x
Tue, 28 Jan 2025US$2.8tUS$667.7bUS$160.1b19.1x17.8x4.3x
Thu, 26 Dec 2024US$2.8tUS$667.5bUS$160.0b17.8x17.6x4.2x
Sat, 23 Nov 2024US$2.8tUS$667.7bUS$160.1b18.6x17.6x4.2x
Mon, 21 Oct 2024US$2.7tUS$660.6bUS$127.9b15.8x21.2x4.1x
Wed, 18 Sep 2024US$2.6tUS$660.8bUS$128.0b15.9x20.5x4x
Fri, 16 Aug 2024US$2.5tUS$660.4bUS$127.7b15.4x19.2x3.7x
Sun, 14 Jul 2024US$2.4tUS$663.3bUS$131.7b14.8x18.5x3.7x
Tue, 11 Jun 2024US$2.4tUS$673.5bUS$131.5b14.6x18.5x3.6x
Thu, 09 May 2024US$2.4tUS$672.4bUS$129.0b13.5x18.9x3.6x
Sat, 06 Apr 2024US$2.5tUS$659.2bUS$147.9b16.2x16.8x3.8x
Mon, 04 Mar 2024US$2.5tUS$663.5bUS$147.7b15.3x16.8x3.7x
Wed, 31 Jan 2024US$2.4tUS$649.4bUS$107.7b16.7x22x3.7x
Fri, 29 Dec 2023US$2.3tUS$648.7bUS$107.0b14x21.2x3.5x
Sun, 26 Nov 2023US$2.2tUS$648.6bUS$107.0b13.5x20.4x3.4x
Tue, 24 Oct 2023US$2.0tUS$627.8bUS$107.2b12.1x18.9x3.2x
Thu, 21 Sep 2023US$2.2tUS$622.1bUS$106.8b12.6x20.4x3.5x
Sat, 19 Aug 2023US$2.1tUS$621.6bUS$106.8b13.1x19.9x3.4x
Price to Earnings Ratio

19.9x


Total Market Cap: US$2.1tTotal Earnings: US$106.8bTotal Revenue: US$621.6bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Diversified Financial Industry Price to Earnings3Y Average 20.1x202420252026
Current Industry PE
  • Investors are relatively neutral on the American Diversified Financial industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 20.1x.
  • 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 12% per year over the last three years.
  • Revenues for these companies have grown 6.1% 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 Market0.091%
Financials-0.29%
Diversified Financial-0.87%
Other Diversified Financial Services4.07%
Specialized Finance1.08%
Multi-Sector Holdings0.097%
Transaction and Payment Processing Services-2.03%
Industry PE
  • Investors are most optimistic about the Other Diversified Financial Services industry which is trading above its 3-year average PE ratio of 31.1x.
    • Analysts are expecting annual earnings growth of 33.6%, which is higher than its past year's earnings growth of 17.4% per year.
Forecasted Growth
  • Analysts are most optimistic on the Other Diversified Financial Services industry, expecting annual earnings growth of 34% over the next 5 years.
  • This is better than its past earnings growth rate of 17% per year.
  • In contrast, the Multi-Sector Holdings industry is expected to see its earnings decline by 7.1% 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
APO Apollo Global ManagementUS$140.285.3%
+US$4.1b		-3.0%PE42.8x
CHYM Chime FinancialUS$31.7327.2%
+US$2.5b		6.6%PS4.9x
EQH Equitable HoldingsUS$51.356.4%
+US$848.1m		-6.4%PS1.3x
CRBG Corebridge FinancialUS$33.395.7%
+US$798.1m		-2.5%PE16.7x
CPAY CorpayUS$406.162.4%
+US$751.0m		31.3%PE23.5x

Latest News

APO
US$140.28
Apollo Global Management
7D
5.3%
1Y
-3.0%
XYZ
US$79.07
Block
7D
-6.6%
1Y
6.1%
PAYP
US$14.61
PayPay
7D
-12.5%
1Y
n/a
SEZL
US$128.27
Sezzle
7D
-27.6%
1Y
43.9%
Narrative Update • Aug 11

SEZL: Rising Guidance And Product Expansion Will Support Bullish Thesis

Analysts have raised the Sezzle fair value estimate from $108.00 to $150.00, reflecting updated views on valuation following recent price target changes and supporting commentary on revenue, profitability, and expected P/E levels. Analyst Commentary Recent research on Sezzle highlights a split in sentiment, with some firms pointing to attractive valuation after share price pullbacks and others flagging stretched expectations after strong prior gains.
EQH
US$51.35
Equitable Holdings
7D
6.4%
1Y
-6.4%
Seeking Alpha • Aug 11

Equitable Holdings: Buybacks And Credit Resilience Make Shares Attractive

Summary Equitable Holdings remains a "Strong Buy," supported by robust financials, a favorable rate environment, and the upcoming Corebridge merger. EQH is on track for $1.8 billion cash generation and at least $4.30/share capital returns in 2026, with buybacks reducing share count by 8%. The CRBG merger is expected to deliver $550 million in cost synergies and ~10% EPS accretion by 2027, with minimal regulatory risk. Shares trade at just 7x earnings, with the merger and ongoing buybacks supporting multiple expansion toward the mid-$60s on $8+ run-rate EPS. Read the full article on Seeking Alpha
TOST
US$34.88
Toast
7D
3.2%
1Y
-20.9%
GPN
US$85.86
Global Payments
7D
-2.7%
1Y
4.2%
V
US$362.82
Visa
7D
-1.8%
1Y
7.7%
BRK.A
US$775,000.00
Berkshire Hathaway
7D
0.09%
1Y
10.0%
Seeking Alpha • Aug 10

Stick To Berkshire In A Risky Market After Solid Earnings And Increased Share Buybacks

Summary Berkshire Hathaway's recent Q2 earnings report showed huge improvement in operating results along with a jump in share buybacks which may approach 2021's $50+ billion. Both operating improvements and the Taylor Morrison purchase show how Greg Abel applies his business knowledge and skills in making investments. BRK.B may be the stock to depend on in a market with the S&P 500 three standard deviations above its long term trend. A correction can come at any time, perhaps months, perhaps years, but Berkshire has a record of outperforming in tough times. Read the full article on Seeking Alpha
CRBG
US$33.39
Corebridge Financial
7D
5.7%
1Y
-2.5%
RKT
US$14.32
Rocket Companies
7D
1.5%
1Y
-21.6%
Narrative Update • Aug 08

RKT: Integrated Platform And AI Tools Will Drive Future Portal Leadership

Analysts have adjusted their price target for Rocket Companies from $22.50 to $21.00, reflecting updated assumptions for revenue growth, profit margins, a higher discount rate, and expectations for a higher future P/E multiple. What's in the News for Rocket Companies Rocket Companies reported record Q2 2026 results with total revenue of US$2.78b and GAAP net income of US$229 million, which the company described as its most profitable quarter in four years.
FISV
US$52.72
Fiserv
7D
-5.5%
1Y
-60.2%
Narrative Update • Aug 07

FISV: Future Upside Will Depend On Debit Network Asset Sales

Analysts have trimmed their average price targets for Fiserv by a few dollars, with cuts from firms including Goldman Sachs, Morgan Stanley, UBS, Barclays, Truist and others. These changes reflect lower revenue growth assumptions, slightly softer profit margin expectations and concerns about execution during the company’s turnaround and leadership transition.
MA
US$561.44
Mastercard
7D
-1.7%
1Y
-2.2%
CPAY
US$406.16
Corpay
7D
2.4%
1Y
31.3%
Narrative Update • Aug 07

CPAY: Capital Returns And Payment Simplification Support Measured Repricing Outlook

Corpay's updated analyst price target has moved from $395.14 to $438.50. This reflects recent model revisions that factor in Q2 results, 10% organic revenue growth with 16% growth in Corporate Payments, raised 2026 guidance, and a series of higher targets from firms that now sit in the low to mid $400s range.
CHYM
US$31.73
Chime Financial
7D
27.2%
1Y
6.6%
Narrative Update • Aug 06

CHYM: Future Margins May Struggle To Match Rising Market Optimism

The analyst fair value estimate for Chime Financial has been raised from $21.00 to $22.62, reflecting higher revenue growth and profit margin assumptions along with recent analyst price target increases across the Street. Analyst Commentary Recent Street research on Chime Financial points to generally constructive sentiment, with several firms lifting price targets following the latest Q2 report.
PYPL
US$59.00
PayPal Holdings
7D
0.8%
1Y
-13.2%
New Narrative • Aug 05

Ten Percent More Volume, One Percent More Transaction Margin

Read the two profit lines together. GAAP net income of $1,104 million was down 12% year over year.