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U.S. Diversified Financial Industry Analysis

UpdatedApr 14, 2026
DataAggregated Company Financials
Companies127
  • 7D1.6%
  • 3M-7.2%
  • 1Y-9.5%
  • YTD-8.5%

The Diversified Financial industry is up 1.6% in the last week, with Visa up 2.0%. However, the industry is down 9.5% over the past year. Looking forward, earnings are forecast to grow by 7.1% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 14 Apr 2026US$2.5tUS$711.4bUS$123.6b15.6x20.5x3.6x
Thu, 12 Mar 2026US$2.6tUS$710.1bUS$123.5b17.5x21.2x3.7x
Sat, 07 Feb 2026US$2.7tUS$701.0bUS$128.2b15.8x21.3x3.9x
Mon, 05 Jan 2026US$2.8tUS$695.2bUS$127.0b13.7x22.2x4x
Wed, 03 Dec 2025US$2.8tUS$695.6bUS$127.1b13.7x21.9x4x
Fri, 31 Oct 2025US$2.7tUS$688.0bUS$120.5b14.8x22.7x4x
Sun, 28 Sep 2025US$2.9tUS$689.1bUS$120.6b16.8x23.9x4.2x
Tue, 26 Aug 2025US$2.9tUS$686.4bUS$120.7b16.5x24.1x4.2x
Thu, 24 Jul 2025US$2.9tUS$680.5bUS$141.3b17.7x20.3x4.2x
Sat, 21 Jun 2025US$2.8tUS$681.2bUS$141.4b15.9x19.7x4.1x
Mon, 19 May 2025US$2.9tUS$678.6bUS$141.1b15.4x20.8x4.3x
Wed, 16 Apr 2025US$2.9tUS$672.3bUS$151.9b14.5x18.8x4.2x
Fri, 14 Mar 2025US$2.8tUS$672.4bUS$152.5b14.5x18.5x4.2x
Sun, 09 Feb 2025US$2.9tUS$665.8bUS$161.9b17.4x18.1x4.4x
Tue, 07 Jan 2025US$2.8tUS$667.5bUS$160.1b18.1x17.4x4.2x
Thu, 05 Dec 2024US$2.8tUS$667.6bUS$160.1b18.3x17.8x4.3x
Sat, 02 Nov 2024US$2.6tUS$663.1bUS$127.7b15.5x20.7x4x
Mon, 30 Sep 2024US$2.6tUS$660.3bUS$128.5b16x20.3x3.9x
Wed, 28 Aug 2024US$2.5tUS$660.5bUS$127.8b16.3x19.9x3.9x
Fri, 26 Jul 2024US$2.4tUS$664.4bUS$132.6b14.7x18.3x3.7x
Sun, 23 Jun 2024US$2.4tUS$673.4bUS$131.5b13.7x18.4x3.6x
Tue, 21 May 2024US$2.5tUS$673.7bUS$131.5b14.5x18.9x3.7x
Thu, 18 Apr 2024US$2.3tUS$659.0bUS$147.8b14.3x15.6x3.5x
Sat, 16 Mar 2024US$2.5tUS$663.2bUS$147.5b15.7x16.8x3.7x
Mon, 12 Feb 2024US$2.4tUS$656.0bUS$111.7b14.1x21.6x3.7x
Wed, 10 Jan 2024US$2.3tUS$648.4bUS$107.0b13.3x21.4x3.5x
Fri, 08 Dec 2023US$2.2tUS$648.6bUS$107.0b13.6x20.4x3.4x
Sun, 05 Nov 2023US$2.1tUS$632.1bUS$110.8b11.2x18.9x3.3x
Tue, 03 Oct 2023US$2.1tUS$622.6bUS$106.8b12.3x19.6x3.4x
Thu, 31 Aug 2023US$2.2tUS$621.7bUS$106.8b12.9x20.6x3.5x
Sat, 29 Jul 2023US$2.1tUS$600.1bUS$32.7b13.8x65.6x3.6x
Mon, 26 Jun 2023US$2.1tUS$598.0bUS$31.2b10.7x65.6x3.4x
Wed, 24 May 2023US$2.0tUS$597.7bUS$31.2b10.6x63.9x3.3x
Fri, 21 Apr 2023US$2.0tUS$583.6bUS$7.6b9.7x268.9x3.5x
Price to Earnings Ratio

268.9x


Total Market Cap: US$2.0tTotal Earnings: US$7.6bTotal Revenue: US$583.6bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Diversified Financial Industry Price to Earnings3Y Average 29.9x202420252026
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 20.5x which is lower than its 3-year average PE of 29.9x.
  • 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 153% per year over the last three years.
  • Revenues for these companies have grown 6.8% 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 Market4.25%
Financials3.70%
Diversified Financial1.61%
Specialized Finance3.20%
Other Diversified Financial Services2.65%
Transaction and Payment Processing Services2.30%
Multi-Sector Holdings0.60%
Industry PE
  • Investors are most optimistic about the Other Diversified Financial Services industry which is trading above its 3-year average PE ratio of 19.7x.
    • Analysts are expecting annual earnings growth of 24.5%, which is higher than its past year's earnings decline of 2.0% per year.
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$309.392.0%
+US$11.6b		-7.7%PE28.6x
MA MastercardUS$508.581.4%
+US$6.3b		-0.8%PE30.3x
BRK.A Berkshire HathawayUS$720.75k0.6%
+US$6.1b		-9.2%PE15.5x
APO Apollo Global ManagementUS$109.953.6%
+US$2.2b		-12.4%PE18.1x
XYZ BlockUS$64.225.8%
+US$2.1b		17.5%PE29.3x

Latest News

MA
US$508.58
Mastercard
7D
1.4%
1Y
-0.8%
JXN
US$104.25
Jackson Financial
7D
-1.6%
1Y
43.1%

Jackson Financial: A Safe Name Among Private Credit Fears

Apr 12
JKHY
US$151.40
Jack Henry & Associates
7D
-4.2%
1Y
-12.9%

JKHY: 2027 Execution Confidence And Easing AI Fears Will Drive Multiple Re Rating

Jack Henry & Associates' analyst price target has been fine tuned, with the fair value estimate edging from $203.21 to $202.13 as analysts factor in updated views on revenue growth, profit margins, and long term P/E expectations, alongside a series of recent bullish initiations and upgrades. Analyst Commentary Recent research has tilted positive, with several firms raising ratings or targets as they reassess Jack Henry & Associates' growth profile, profit outlook, and valuation multiples built into long term models.
EQH
US$38.22
Equitable Holdings
7D
-0.6%
1Y
-19.1%
V
US$309.39
Visa
7D
2.0%
1Y
-7.7%

Visa and the Case for Patience in Premium Businesses

When considering the hypothetical question of what I would buy in the aftermath of another global financial crisis–type event, a few key criteria come to mind. The ideal company should be financially sound, likely to be indiscriminately sold off alongside other financial stocks and well positioned to recover strongly regardless of the future direction of the economic system.
BETR
US$35.08
Better Home & Finance Holding
7D
-21.8%
1Y
172.4%
XYZ
US$64.22
Block
7D
5.8%
1Y
17.5%
FIS
US$46.43
Fidelity National Information Services
7D
-0.5%
1Y
-34.9%

FIS: Legal Resolution And New AI Offerings Will Support Future Cash Generation

Analysts have slightly reduced their average price target for Fidelity National Information Services to about $66. This change reflects modest adjustments to fair value estimates and discount rate assumptions rather than a major shift in the overall outlook.
AFRM
US$51.97
Affirm Holdings
7D
7.3%
1Y
27.4%

AFRM: Future Returns Will Rely On Embedded Commerce Offsetting BNPL Credit Concerns

Affirm Holdings' updated analyst price target remains anchored by a fair value estimate of $53.00, with small tweaks to revenue growth, profit margin and discount rate assumptions as analysts balance recent target cuts across the group with ongoing views that Affirm is a best in class buy now pay later name within payments. Analyst Commentary Recent Street research around Affirm shows a split view.
APO
US$109.95
Apollo Global Management
7D
3.6%
1Y
-12.4%
PAYP
US$20.50
PayPay
7D
8.8%
1Y
n/a
FISV
US$58.79
Fiserv
7D
6.3%
1Y
-72.4%
XBP
US$2.63
XBP Global Holdings
7D
-27.7%
1Y
-74.7%
PAYO
US$4.81
Payoneer Global
7D
-2.2%
1Y
-25.0%

PAYO: Expanding Global Payments And Stablecoin Initiatives Will Support Long-Term Upside

Analysts have reduced their average 12 month price target for Payoneer Global by $3 to $7, citing concerns around interest income trends, while also noting solid cash generation and an expanding role in global payments. Analyst Commentary Recent research shows that while some targets have been trimmed, there is still a clear pocket of bullish analysts who see room for upside in Payoneer Global based on execution and positioning in global payments.
SEZL
US$61.31
Sezzle
7D
-10.9%
1Y
55.5%

SEZL: Strong Execution And Credit Discipline Will Support Future Upside

Sezzle's fair value estimate has been trimmed by $2.60 to $97.00 as analysts factor in slightly lower revenue growth assumptions, a modestly higher discount rate, and sector wide price target resets for specialty finance, even as profit margin expectations and long term P/E assumptions remain supportive. Analyst Commentary Recent Street research on Sezzle highlights a mix of optimism about execution and earnings power, alongside caution about sector pressures and a tougher growth backdrop over the next couple of years.
BRK.A
US$720,750.00
Berkshire Hathaway
7D
0.6%
1Y
-9.2%