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U.S. Diversified Financial Industry Analysis

UpdatedJul 26, 2026
DataAggregated Company Financials
Companies133
  • 7D-0.2%
  • 3M7.1%
  • 1Y-4.5%
  • YTD-1.8%

Over the last 7 days, the Diversified Financial industry has remained flat. As for the longer term, the industry has declined 4.5% in the last year. Earnings are forecast to grow by 8.3% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 26 Jul 2026US$2.7tUS$719.6bUS$131.3b15.2x20.9x3.8x
Tue, 23 Jun 2026US$2.6tUS$719.5bUS$131.2b14.6x19.8x3.6x
Thu, 21 May 2026US$2.6tUS$719.5bUS$131.2b18.1x19.7x3.6x
Sat, 18 Apr 2026US$2.6tUS$711.5bUS$123.6b18x21.1x3.7x
Mon, 16 Mar 2026US$2.6tUS$709.9bUS$123.5b17.6x20.8x3.6x
Wed, 11 Feb 2026US$2.7tUS$701.3bUS$126.7b15.2x21.3x3.9x
Fri, 09 Jan 2026US$2.9tUS$695.3bUS$127.0b14.3x22.6x4.1x
Sun, 07 Dec 2025US$2.8tUS$695.5bUS$127.1b13.6x21.9x4x
Tue, 04 Nov 2025US$2.8tUS$692.2bUS$125.6b14.8x21.9x4x
Thu, 02 Oct 2025US$2.9tUS$689.1bUS$120.6b16.9x23.9x4.2x
Sat, 30 Aug 2025US$2.9tUS$686.6bUS$120.8b16.9x24.3x4.3x
Mon, 28 Jul 2025US$2.9tUS$681.2bUS$141.4b18.8x20.4x4.2x
Wed, 25 Jun 2025US$2.9tUS$681.2bUS$141.4b16.5x20.4x4.2x
Fri, 23 May 2025US$2.9tUS$679.2bUS$141.3b14.9x20.4x4.2x
Sun, 20 Apr 2025US$2.8tUS$672.3bUS$152.0b14x18.5x4.2x
Tue, 18 Mar 2025US$2.9tUS$672.5bUS$152.5b15.2x18.8x4.3x
Thu, 13 Feb 2025US$2.9tUS$666.0bUS$162.2b16.9x18x4.4x
Sat, 11 Jan 2025US$2.8tUS$667.5bUS$160.1b18.4x17.2x4.1x
Mon, 09 Dec 2024US$2.8tUS$667.6bUS$160.1b18.2x17.8x4.3x
Wed, 06 Nov 2024US$2.6tUS$666.2bUS$163.1b16.7x16.2x4x
Fri, 04 Oct 2024US$2.6tUS$660.8bUS$128.0b15.7x20.4x4x
Sun, 01 Sep 2024US$2.6tUS$660.6bUS$128.0b16.6x20.6x4x
Tue, 30 Jul 2024US$2.4tUS$664.6bUS$132.7b14.8x18.4x3.7x
Thu, 27 Jun 2024US$2.4tUS$673.4bUS$131.5b13.5x18.4x3.6x
Sat, 25 May 2024US$2.4tUS$673.6bUS$131.5b14x18.4x3.6x
Mon, 22 Apr 2024US$2.4tUS$659.1bUS$147.8b14.6x16.3x3.7x
Wed, 20 Mar 2024US$2.5tUS$663.4bUS$147.6b14.6x17x3.8x
Fri, 16 Feb 2024US$2.4tUS$656.1bUS$111.8b14.3x21.7x3.7x
Sun, 14 Jan 2024US$2.3tUS$648.5bUS$107.0b13.3x21.3x3.5x
Tue, 12 Dec 2023US$2.2tUS$648.6bUS$107.0b13.4x20.7x3.4x
Thu, 09 Nov 2023US$2.1tUS$648.0bUS$107.1b12.6x19.5x3.2x
Sat, 07 Oct 2023US$2.1tUS$622.5bUS$106.8b12.4x19.5x3.4x
Mon, 04 Sep 2023US$2.2tUS$595.0bUS$106.4b12.8x20.3x3.6x
Wed, 02 Aug 2023US$2.2tUS$600.2bUS$33.6b14.1x64.8x3.6x
Price to Earnings Ratio

64.8x


Total Market Cap: US$2.2tTotal Earnings: US$33.6bTotal Revenue: US$600.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Diversified Financial Industry Price to Earnings3Y Average 20.6x202420252026
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 20.6x.
  • 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 57% per year over the last three years.
  • Revenues for these companies have grown 6.2% 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-1.05%
Financials-0.029%
Diversified Financial-0.23%
Specialized Finance3.45%
Multi-Sector Holdings1.22%
Other Diversified Financial Services0.11%
Transaction and Payment Processing Services-1.02%
Industry PE
  • Investors are most optimistic about the Other Diversified Financial Services industry which is trading above its 3-year average PE ratio of 29.7x.
    • Analysts are expecting annual earnings growth of 34.9%, which is higher than its past year's earnings growth of 16.7% per year.
Forecasted Growth
  • Analysts are most optimistic on the Other Diversified Financial Services industry, expecting annual earnings growth of 35% 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 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$745.00k1.2%
+US$12.9b		2.6%PE14.8x
APO Apollo Global ManagementUS$122.611.8%
+US$1.2b		-18.9%PE61.2x
GPN Global PaymentsUS$80.924.0%
+US$848.0m		-5.6%PE35.1x
CPAY CorpayUS$370.581.3%
+US$313.1m		10.3%PE20.7x
WEX WEXUS$176.157.2%
+US$307.5m		0.3%PE17.1x

Latest News

WEX
US$176.15
WEX
7D
7.2%
1Y
0.3%
Narrative Update • Jul 25

WEX: Tech Expansion And Buybacks Will Shape Future Fuel Exposure Risk Balance

Analysts have nudged the fair value estimate for WEX higher to $187.30 from $179.20. They cited a reset in price targets around $200 and above after Q2 revenue and EPS outpaced expectations, as well as recent research that highlighted what they view as a constructive risk and reward profile for the stock.
RKT
US$13.05
Rocket Companies
7D
-10.2%
1Y
-13.0%
Narrative Update • Jul 24

RKT: Servicing And Recapture Engine Will Drive Future Upside Despite Filing Delay

Analysts have revised their fair value estimate for Rocket Companies from $20.05 to $19.02, reflecting updated views on the discount rate, revenue growth, profit margin, and future P/E assumptions. What’s in the News for Rocket Companies Rocket Companies is being framed as a broad homeownership platform rather than only a mortgage rate trade, with businesses spanning loan origination, servicing, real estate workflow, title, and personal finance touchpoints, according to Alphastreet.
BRK.A
US$744,999.99
Berkshire Hathaway
7D
1.2%
1Y
2.6%
V
US$355.74
Visa
7D
-0.8%
1Y
-0.4%
Seeking Alpha • Jul 24

Visa: I Am Expecting A 'Business As Usual' Earnings Beat Next Week

Summary Visa remains a steady compounder, consistently outperforming the S&P 500 over the past decade. I maintain a "Buy" rating, expecting another earnings and revenue beat driven by robust business fundamentals and a resilient duopoly with Mastercard. V trades at a discount to its 10-year average despite improving profitability, offering a reasonable entry point ahead of earnings. Double-digit return expectations are justified, with potential for increased share buybacks to capitalize on current valuation. Read the full article on Seeking Alpha
FISV
US$51.02
Fiserv
7D
0.8%
1Y
-64.1%
Narrative Update • Jul 24

FISV: Future Upside Will Hinge On Leadership Stability And Asset Sales

Analysts have trimmed the implied fair value for Fiserv stock from about $68.48 to roughly $66.85. This reflects lower Street price targets as they weigh leadership changes, execution questions and mixed views on the company’s ability to hit medium term goals, despite generally achievable near term earnings expectations.
MA
US$539.66
Mastercard
7D
-0.7%
1Y
-5.0%
New Narrative • Jul 23

Capital-light, high-return payment network that is successfully expanding into high-margin security and data services faster than its peers.

Mastercard is a toll-booth on global commerce that has quietly become something more interesting: a toll-booth that also sells the security cameras, the traffic data and the insurance. The company earns a fee on every transaction routed across its network without extending credit, holding inventory, or reinvesting meaningfully to grow — capital expenditure was $489 million in FY2025 against $17.6 billion of operating cash flow, a capex intensity of 2.8%.
GPN
US$80.92
Global Payments
7D
4.0%
1Y
-5.6%
CPAY
US$370.58
Corpay
7D
1.3%
1Y
10.3%
XYZ
US$77.15
Block
7D
-3.5%
1Y
-4.4%
TOST
US$29.04
Toast
7D
-3.5%
1Y
-40.4%
PAGS
US$9.20
PagSeguro Digital
7D
1.8%
1Y
12.7%
Narrative Update • Jul 21

PAGS: Higher-For-Longer Rates May Still Leave Room For Upside

Analysts have nudged their fair value estimate for PagSeguro Digital higher to $15.04 from $14.36, reflecting slightly adjusted assumptions on discount rate, revenue growth, profit margins and future P/E, even as recent Street research includes mixed signals such as a reduced $12.50 target from UBS and a downgrade to Neutral with a $10 target at BofA. Analyst Commentary Recent Street commentary on PagSeguro Digital highlights a split view, with some analysts pointing to a tougher operating setup in Brazil while others still see enough earnings power and execution potential to support double digit price targets.
CHYM
US$20.69
Chime Financial
7D
-7.3%
1Y
-40.1%
AFRM
US$70.23
Affirm Holdings
7D
-7.7%
1Y
4.7%
Narrative Update • Jul 21

AFRM: Rising Market Confidence And Funding Access Will Support Future Upside

The updated analyst price target for Affirm Holdings rises from $100.00 to $116.37, reflecting analysts' revised models that factor in recent target increases across the Street, broadly supportive views on consumer fintech conditions, and ongoing comfort with Affirm's growth, funding, and credit profile, despite at least one valuation-driven downgrade. Analyst Commentary Recent research coverage on Affirm Holdings shows a cluster of price target revisions and fresh coverage that, taken together, point to a generally constructive stance on the stock.
APO
US$122.61
Apollo Global Management
7D
1.8%
1Y
-18.9%
SEZL
US$153.89
Sezzle
7D
-11.9%
1Y
3.3%
BUR
US$4.14
Burford Capital
7D
5.6%
1Y
-70.0%
Narrative Update • Jul 09

BUR: Future Buybacks And Lower Discount Rate Will Support Upside

Analysts have reset their price target assumptions for Burford Capital, citing updated views on fair value of $16.00 versus $5.00, a lower discount rate, significant changes in projected revenue growth, a reduced profit margin outlook, and a higher future P/E multiple to reflect the latest assessment of the business. What’s in the News for Burford Capital Burford Capital was dropped from the Russell 2000 Defensive Index, according to index constituent change disclosures.