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U.S. Diversified Financial Industry Analysis

UpdatedJun 18, 2026
DataAggregated Company Financials
Companies135
  • 7D2.0%
  • 3M4.1%
  • 1Y-6.1%
  • YTD-6.6%

Over the last 7 days, the Diversified Financial industry has risen 2.3%, driven by gains in Berkshire Hathaway and Visa of 1.4% and 2.3%, respectively. Meanwhile, Fiserv actually underperformed within the industry, shrinking 8.5% in the last week. In the past year, the industry is down 6.7%. 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, 18 Jun 2026US$2.6tUS$719.6bUS$131.2b14.6x20.1x3.7x
Sat, 16 May 2026US$2.6tUS$719.1bUS$131.1b16.9x19.7x3.6x
Mon, 13 Apr 2026US$2.5tUS$711.4bUS$123.6b15.4x20.5x3.6x
Wed, 11 Mar 2026US$2.6tUS$707.9bUS$122.8b17.9x21.4x3.7x
Fri, 06 Feb 2026US$2.7tUS$689.0bUS$129.6b15.2x21x4x
Sun, 04 Jan 2026US$2.8tUS$695.2bUS$127.0b13.7x22.2x4x
Tue, 02 Dec 2025US$2.8tUS$695.6bUS$127.1b14x22.1x4x
Thu, 30 Oct 2025US$2.8tUS$688.2bUS$120.2b15.1x23.6x4.1x
Sat, 27 Sep 2025US$2.9tUS$689.1bUS$120.6b16.8x23.7x4.2x
Mon, 25 Aug 2025US$2.9tUS$686.4bUS$120.7b16.5x24.2x4.3x
Wed, 23 Jul 2025US$2.8tUS$680.6bUS$141.3b17.5x20.1x4.2x
Fri, 20 Jun 2025US$2.8tUS$681.2bUS$141.4b15.6x19.8x4.1x
Sun, 18 May 2025US$2.9tUS$678.6bUS$141.1b15.4x20.8x4.3x
Tue, 15 Apr 2025US$2.8tUS$672.3bUS$151.9b14.6x18.6x4.2x
Thu, 13 Mar 2025US$2.8tUS$672.4bUS$152.5b14.5x18.4x4.2x
Sat, 08 Feb 2025US$2.9tUS$665.8bUS$161.9b17.4x18.1x4.4x
Mon, 06 Jan 2025US$2.8tUS$667.5bUS$160.1b17.8x17.4x4.2x
Wed, 04 Dec 2024US$2.8tUS$660.6bUS$160.1b18.6x17.7x4.3x
Fri, 01 Nov 2024US$2.6tUS$663.1bUS$127.7b15.7x20.7x4x
Sun, 29 Sep 2024US$2.6tUS$660.3bUS$128.5b16x20.3x3.9x
Tue, 27 Aug 2024US$2.5tUS$660.5bUS$127.8b16.2x19.8x3.8x
Thu, 25 Jul 2024US$2.5tUS$663.9bUS$132.4b14.6x18.7x3.7x
Sat, 22 Jun 2024US$2.4tUS$673.4bUS$131.5b13.7x18.4x3.6x
Mon, 20 May 2024US$2.5tUS$673.7bUS$131.5b14.4x18.9x3.7x
Wed, 17 Apr 2024US$2.3tUS$658.9bUS$147.8b14.3x15.6x3.5x
Fri, 15 Mar 2024US$2.5tUS$663.2bUS$147.4b15.1x16.9x3.8x
Sun, 11 Feb 2024US$2.4tUS$656.0bUS$111.7b14.1x21.6x3.7x
Tue, 09 Jan 2024US$2.3tUS$648.5bUS$107.0b13.7x21.2x3.5x
Thu, 07 Dec 2023US$2.2tUS$648.6bUS$107.0b13.4x20.4x3.4x
Sat, 04 Nov 2023US$2.1tUS$632.3bUS$110.8b11.2x18.9x3.3x
Mon, 02 Oct 2023US$2.1tUS$622.6bUS$106.8b12.2x19.6x3.4x
Wed, 30 Aug 2023US$2.2tUS$622.7bUS$106.1b13x20.6x3.5x
Fri, 28 Jul 2023US$2.2tUS$599.2bUS$32.1b13.4x67.6x3.6x
Sun, 25 Jun 2023US$2.1tUS$598.0bUS$31.2b10.7x65.6x3.4x
Price to Earnings Ratio

65.6x


Total Market Cap: US$2.1tTotal 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 22.2x202420252026
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 19.9x which is lower than its 3-year average PE of 22.2x.
  • 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 Market1.98%
Financials3.31%
Diversified Financial1.97%
Other Diversified Financial Services5.75%
Specialized Finance2.65%
Transaction and Payment Processing Services2.01%
Multi-Sector Holdings1.41%
Industry PE
  • Investors are most optimistic about the Other Diversified Financial Services industry which is trading above its 3-year average PE ratio of 25.5x.
    • Analysts are expecting annual earnings growth of 33.4%, 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$737.30k1.4%
+US$14.8b		1.2%PE14.6x
V VisaUS$330.382.3%
+US$14.0b		-2.9%PE28.2x
APO Apollo Global ManagementUS$138.915.9%
+US$4.5b		4.4%PE69.3x
XYZ BlockUS$72.849.3%
+US$3.7b		15.5%PE54.2x
MA MastercardUS$492.990.8%
+US$3.5b		-8.5%PE28x

Latest News

FISV
US$48.77
Fiserv
7D
-8.5%
1Y
-69.8%
WU
US$7.17
Western Union
7D
-2.4%
1Y
-15.0%
APO
US$138.91
Apollo Global Management
7D
5.9%
1Y
4.4%
Analysis Article • 14h

Apollo Global Management (APO) Stock Looks Rich After Austin Headquarters Move

Apollo Global Management (APO) recently selected Austin, Texas as its second headquarters, highlighting a push toward deeper talent pools, tax efficiencies, and lower operating costs that could influence how investors evaluate the stock. See our latest analysis for Apollo Global Management. Recent moves like appointing senior leaders in London and selecting Austin for a second headquarters come as Apollo Global Management’s 90-day share price return of 24.53% contrasts with a year to date...
FIS
US$38.58
Fidelity National Information Services
7D
-1.0%
1Y
-52.0%
Analysis Article • 22h

Fidelity National Information Services (FIS) Stock Could Be 32.8% Undervalued After Product Push

Fidelity National Information Services (FIS) stock is back in focus after the company launched its FIS Trade & Distribution Manager platform and expanded its push into automated, integrated commercial lending workflows. See our latest analysis for Fidelity National Information Services. Despite product launches and AI partnerships, Fidelity National Information Services shares have faced pressure. The latest share price is $39.50, the year to date share price return is down 39.8%, and the 5...
MA
US$492.99
Mastercard
7D
0.8%
1Y
-8.5%
AFRM
US$70.73
Affirm Holdings
7D
12.6%
1Y
14.7%
BRK.A
US$737,300.00
Berkshire Hathaway
7D
1.4%
1Y
1.2%
PYPL
US$42.08
PayPal Holdings
7D
3.4%
1Y
-38.6%
Analysis Article • Jun 16

PayPal (PYPL) Stock Could Be 48.2% Undervalued As New Partnerships Draw Attention

Recent attention on PayPal Holdings (PYPL) has centered on high profile investors publicly flagging the stock as discounted, at the same time that fresh partnerships and leadership changes are reshaping how the payments company talks about its future. See our latest analysis for PayPal Holdings. Despite partnerships like Shopware Payments and Hey Savi’s AI commerce launch putting PayPal Holdings at the center of new payment flows, the recent 1-day and 7-day share price returns of 2.31% and...
V
US$330.38
Visa
7D
2.3%
1Y
-2.9%
Analysis Article • Jun 16

Visa (V) Stock Could Be 24.6% Undervalued After OpenAI And Stablecoin Push

Visa (V) has put AI driven commerce and programmable money at the center of its story, with new capabilities around agentic payments, stablecoin settlement and tokenized deposits drawing fresh attention to Visa stock. See our latest analysis for Visa. Visa stock has been in focus after the OpenAI partnership and new AI, stablecoin and token capabilities, yet the share price is still down year to date, with long term total shareholder returns remaining solid over three and five years. If...
NATL
US$43.20
NCR Atleos
7D
-2.0%
1Y
56.4%
Narrative Update • Jun 16

NATL: ATM As A Service Expansion Will Support Future Upside

The latest Narrative Update on NCR Atleos keeps the analyst price target effectively unchanged at about $50.27, as analysts maintain similar assumptions around fair value, discount rate, revenue growth, profit margins, and future P/E expectations. What’s in the News for NCR Atleos Power Financial Credit Union selected the NCR Atleos Allpoint and Allpoint+ networks to expand surcharge free cash access and deposit locations for its members across more than 40,000 ATMs in the U.S. and 15,000 ATMs internationally, with about 3,500 Allpoint+ cash deposit locations.
PAYP
US$12.80
PayPay
7D
-4.8%
1Y
n/a
RKT
US$13.22
Rocket Companies
7D
5.4%
1Y
-4.1%
WEX
US$126.86
WEX
7D
-7.6%
1Y
-8.9%
Narrative Update • Jun 13

WEX: AI Cost Savings And Fuel Exposure Will Shape Future Upside

Analysts now see fair value for WEX at $179.20, a shift supported by updated assumptions around the discount rate, revenue growth, profit margins, and future P/E, following recent research that included both a $160 target from Deutsche Bank and higher targets from other firms. Analyst Commentary Recent research on WEX shows a split view, with some analysts trimming targets and others raising them.
XYZ
US$72.84
Block
7D
9.3%
1Y
15.5%
JKHY
US$124.22
Jack Henry & Associates
7D
-2.6%
1Y
-31.5%
CODI
US$9.92
Compass Diversified
7D
-9.2%
1Y
55.5%