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U.S. Diversified Financial Industry Analysis

UpdatedMay 01, 2026
DataAggregated Company Financials
Companies135
  • 7D2.0%
  • 3M-2.2%
  • 1Y-9.4%
  • YTD-6.8%

Over the last 7 days, the Diversified Financial industry has risen 2.0%, driven by gains from Visa of 6.8%. However, the industry is down 9.4% over the past year. Looking forward, earnings are forecast to grow by 7.2% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 01 May 2026US$2.6tUS$713.4bUS$125.0b17x21.1x3.7x
Sun, 29 Mar 2026US$2.5tUS$710.3bUS$123.6b15.4x20x3.5x
Tue, 24 Feb 2026US$2.7tUS$705.9bUS$124.7b16.7x21.3x3.8x
Thu, 22 Jan 2026US$2.7tUS$695.4bUS$126.9b14.6x21.4x3.9x
Sat, 20 Dec 2025US$2.8tUS$695.0bUS$126.9b13.8x22.4x4.1x
Mon, 17 Nov 2025US$2.8tUS$696.2bUS$127.6b13.2x21.7x4x
Wed, 15 Oct 2025US$2.8tUS$687.4bUS$120.0b16x23.6x4.1x
Fri, 12 Sep 2025US$2.9tUS$689.7bUS$120.7b16.8x24x4.2x
Sun, 10 Aug 2025US$2.7tUS$660.8bUS$118.8b16x22.8x4.1x
Tue, 08 Jul 2025US$2.9tUS$680.7bUS$141.3b16.2x20.5x4.3x
Thu, 05 Jun 2025US$2.9tUS$679.3bUS$141.4b15x20.5x4.3x
Sat, 03 May 2025US$2.9tUS$677.4bUS$152.2b14.1x18.9x4.2x
Mon, 31 Mar 2025US$2.9tUS$672.3bUS$151.9b15.3x19.2x4.3x
Wed, 26 Feb 2025US$2.9tUS$671.7bUS$151.9b16.2x19.4x4.4x
Fri, 24 Jan 2025US$2.8tUS$667.7bUS$160.1b19.3x17.6x4.2x
Sun, 22 Dec 2024US$2.8tUS$667.6bUS$160.1b18x17.4x4.2x
Tue, 19 Nov 2024US$2.8tUS$668.0bUS$160.2b18.5x17.5x4.2x
Thu, 17 Oct 2024US$2.7tUS$660.6bUS$128.0b15.9x21.1x4.1x
Sat, 14 Sep 2024US$2.6tUS$660.7bUS$128.0b15.6x20.2x3.9x
Mon, 12 Aug 2024US$2.4tUS$655.5bUS$127.7b14.9x18.7x3.6x
Wed, 10 Jul 2024US$2.4tUS$663.3bUS$131.7b13.8x18.2x3.6x
Fri, 07 Jun 2024US$2.4tUS$673.6bUS$131.5b14.4x18.4x3.6x
Sun, 05 May 2024US$2.4tUS$667.3bUS$151.9b13.8x15.8x3.6x
Tue, 02 Apr 2024US$2.5tUS$657.0bUS$147.9b16x17.1x3.8x
Thu, 29 Feb 2024US$2.5tUS$663.5bUS$147.7b16.5x16.8x3.7x
Sat, 27 Jan 2024US$2.3tUS$649.4bUS$107.7b16.6x21.8x3.6x
Mon, 25 Dec 2023US$2.3tUS$648.7bUS$107.0b14.2x21.1x3.5x
Wed, 22 Nov 2023US$2.1tUS$647.5bUS$107.4b14.5x20x3.3x
Fri, 20 Oct 2023US$2.1tUS$623.6bUS$107.0b12.2x19.2x3.3x
Sun, 17 Sep 2023US$2.2tUS$622.1bUS$106.8b12.7x20.6x3.5x
Tue, 15 Aug 2023US$2.2tUS$621.3bUS$106.0b13.2x20.5x3.5x
Thu, 13 Jul 2023US$2.2tUS$598.0bUS$31.2b11.4x69x3.6x
Sat, 10 Jun 2023US$2.0tUS$597.9bUS$31.2b10.6x64.9x3.4x
Mon, 08 May 2023US$2.0tUS$584.0bUS$6.3b9.6x323.3x3.5x
Price to Earnings Ratio

323.3x


Total Market Cap: US$2.0tTotal Earnings: US$6.3bTotal Revenue: US$584.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Diversified Financial Industry Price to Earnings3Y Average 26x202420252026
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 21.1x which is lower than its 3-year average PE of 26.0x.
  • The industry is trading close to its 3-year average PS ratio of 3.8x.
Past Earnings Growth
  • The earnings for companies in the Diversified Financial industry have grown 171% per year over the last three years.
  • Revenues for these companies have grown 6.9% 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 Market0.59%
Financials0.58%
Diversified Financial2.02%
Transaction and Payment Processing Services3.24%
Other Diversified Financial Services3.04%
Multi-Sector Holdings0.81%
Specialized Finance-0.086%
Industry PE
  • Investors are most optimistic about the Specialized Finance industry which is trading above its 3-year average PE ratio.
    • Analysts are expecting annual earnings growth of 16.0%, which is higher than its past year's earnings growth of 2.1% per year.
  • Investors are most pessimistic about the Multi-Sector Holdings industry, which is trading below its 3-year average of 20.0x.
Forecasted Growth
  • Analysts are most optimistic on the Other Diversified Financial Services industry, expecting annual earnings growth of 24% over the next 5 years.
  • This is better than its past earnings decline of 2.0% per year.
  • In contrast, the Multi-Sector Holdings industry is expected to see its earnings decline by 3.4% 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
V VisaUS$329.846.8%
+US$32.9b		-3.7%PE28.2x
BRK.A Berkshire HathawayUS$711.90k0.8%
+US$8.2b		-10.5%PE15.3x
APO Apollo Global ManagementUS$128.723.2%
+US$2.1b		-6.7%PE21.2x
PAYP PayPayUS$22.149.4%
+US$1.3b		n/aPE21.1x
GPN Global PaymentsUS$71.966.0%
+US$1.1b		-6.0%PE18.5x

Latest News

V
US$329.84
Visa
7D
6.8%
1Y
-3.7%
PAYP
US$22.14
PayPay
7D
9.4%
1Y
n/a
MTG
US$26.48
MGIC Investment
7D
-8.0%
1Y
4.6%
FIS
US$46.53
Fidelity National Information Services
7D
1.7%
1Y
-40.1%
BRK.A
US$711,900.00
Berkshire Hathaway
7D
0.8%
1Y
-10.5%

Berkshire Hathaway At A Crossroads: No Buffett, Record Markets, Big Questions

Apr 30
CPAY
US$306.47
Corpay
7D
-2.2%
1Y
-5.0%
RKT
US$14.62
Rocket Companies
7D
-4.3%
1Y
14.4%

RKT: Broker Alliances And Preferred Pricing Will Shape A Balanced Outlook

Analysts have trimmed their fair value estimate for Rocket Companies to $16.50 from $17.20, citing updated assumptions around slightly higher revenue growth, modestly better profit margins, and a lower future P/E multiple. What's in the News Rocket Companies entered a three-year alliance with Compass, Inc.
APO
US$128.72
Apollo Global Management
7D
3.2%
1Y
-6.7%
NMIH
US$38.71
NMI Holdings
7D
-6.0%
1Y
6.4%

NMIH: Share Repurchases And Mixed Sentiment Will Shape Future Trading Range

The analyst price target for NMI Holdings has edged down by about $0.15, as recent Street research combines modest target cuts from several firms with a smaller upward revision. These changes reflect updated assumptions around fair value, discount rate, and future P/E multiples.
ESNT
US$60.52
Essent Group
7D
-6.2%
1Y
6.1%

ESNT: Future Returns Will Reflect 2026 Credit Conditions And Capital Actions

Analysts have made a modest upward adjustment to the fair value estimate for Essent Group, lifting the target by about $0.13 to $67.81 as they weigh recent mixed price target moves across major firms against relatively stable growth, profitability and P/E assumptions. Analyst Commentary Recent research on Essent Group reflects a mix of modest optimism and caution, with small target price adjustments rather than sweeping calls.
MA
US$502.92
Mastercard
7D
0.1%
1Y
-8.0%

Mastercard's Earnings Preview: It's A Buy Once Again

Apr 26
STNE
US$10.98
StoneCo
7D
-24.5%
1Y
-21.0%
GPN
US$71.96
Global Payments
7D
6.0%
1Y
-6.0%

Global Payments: Cheap For A Reason Or Turnaround In The Making?

Apr 24
CRBG
US$27.54
Corebridge Financial
7D
3.8%
1Y
-8.0%

CRBG: Capital Returns And Private Credit Repricing Will Support Multiyear Earnings Resilience

Analysts have trimmed the Corebridge Financial price target to $35.23 from $36.85, citing updated views on discounted cash flows, private credit exposure and sector wide valuation multiples following recent Q4 and life insurance group reviews. Analyst Commentary Recent Street research on Corebridge Financial points to a recalibration of expectations rather than a wholesale change in the fundamental story.
CHYM
US$21.86
Chime Financial
7D
-3.2%
1Y
n/a
FISV
US$62.65
Fiserv
7D
1.8%
1Y
-65.8%