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U.S. Diversified Financial Industry Analysis

UpdatedApr 28, 2026
DataAggregated Company Financials
Companies132
  • 7D-1.4%
  • 3M-3.8%
  • 1Y-10.1%
  • YTD-8.3%

Over the last 7 days, the Diversified Financial industry has dropped 1.4%, driven by declines in Mastercard and Visa of 2.0% and 1.4%, respectively. Overall the industry is down 10% in 12 months. Earnings are forecast to grow by 7.5% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 28 Apr 2026US$2.6tUS$711.6bUS$123.5b16.6x20.8x3.6x
Thu, 26 Mar 2026US$2.5tUS$710.3bUS$123.6b17.3x20.5x3.6x
Sat, 21 Feb 2026US$2.6tUS$705.9bUS$124.9b17.8x21.2x3.8x
Mon, 19 Jan 2026US$2.8tUS$695.3bUS$126.9b14.5x21.8x4x
Wed, 17 Dec 2025US$2.8tUS$695.1bUS$126.9b13.6x22.4x4.1x
Fri, 14 Nov 2025US$2.8tUS$696.8bUS$127.6b13.2x22.1x4x
Sun, 12 Oct 2025US$2.8tUS$687.3bUS$120.0b15.7x23.5x4.1x
Tue, 09 Sep 2025US$2.9tUS$686.6bUS$120.8b16.5x24.1x4.2x
Thu, 07 Aug 2025US$2.8tUS$681.4bUS$121.5b17.4x23x4.1x
Sat, 05 Jul 2025US$2.9tUS$680.7bUS$141.3b16.4x20.5x4.3x
Mon, 02 Jun 2025US$2.9tUS$679.2bUS$141.4b14.7x20.6x4.3x
Wed, 30 Apr 2025US$2.9tUS$673.0bUS$152.3b14.2x18.9x4.3x
Fri, 28 Mar 2025US$3.0tUS$672.5bUS$151.8b15.9x19.5x4.4x
Sun, 23 Feb 2025US$2.9tUS$670.1bUS$169.9b14.6x17x4.3x
Tue, 21 Jan 2025US$2.8tUS$667.6bUS$160.1b19.2x17.6x4.2x
Thu, 19 Dec 2024US$2.8tUS$667.5bUS$160.0b17.6x17.6x4.2x
Sat, 16 Nov 2024US$2.8tUS$668.0bUS$160.2b18.8x17.5x4.2x
Mon, 14 Oct 2024US$2.7tUS$660.7bUS$128.0b16.2x20.7x4x
Wed, 11 Sep 2024US$2.6tUS$660.6bUS$127.9b15.2x20.3x3.9x
Fri, 09 Aug 2024US$2.4tUS$660.8bUS$127.2b14.4x18.8x3.6x
Sun, 07 Jul 2024US$2.4tUS$663.3bUS$131.7b13.9x18.3x3.6x
Tue, 04 Jun 2024US$2.4tUS$673.6bUS$131.5b14x18.5x3.6x
Thu, 02 May 2024US$2.4tUS$661.9bUS$149.8b14.4x16x3.6x
Sat, 30 Mar 2024US$2.5tUS$657.0bUS$147.7b16.2x17.1x3.8x
Mon, 26 Feb 2024US$2.5tUS$652.9bUS$110.9b14.9x22.5x3.8x
Wed, 24 Jan 2024US$2.3tUS$648.5bUS$107.0b13.2x21.8x3.6x
Fri, 22 Dec 2023US$2.2tUS$648.7bUS$107.0b14.2x21x3.5x
Sun, 19 Nov 2023US$2.1tUS$647.4bUS$107.7b13.7x19.9x3.3x
Tue, 17 Oct 2023US$2.1tUS$623.6bUS$107.0b12.4x19.6x3.4x
Thu, 14 Sep 2023US$2.2tUS$622.7bUS$106.8b12.6x20.7x3.5x
Sat, 12 Aug 2023US$2.2tUS$620.8bUS$106.0b13.3x20.4x3.5x
Mon, 10 Jul 2023US$2.1tUS$597.9bUS$31.2b11.6x67.4x3.5x
Wed, 07 Jun 2023US$2.0tUS$597.9bUS$31.2b10.8x65.4x3.4x
Fri, 05 May 2023US$2.0tUS$584.8bUS$6.2b10.2x318.8x3.4x
Price to Earnings Ratio

318.8x


Total Market Cap: US$2.0tTotal Earnings: US$6.2bTotal Revenue: US$584.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Diversified Financial Industry Price to Earnings3Y Average 26.7x202420252026
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 20.8x which is lower than its 3-year average PE of 26.7x.
  • 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 170% 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 Market0.72%
Financials-1.63%
Diversified Financial-1.38%
Multi-Sector Holdings0.26%
Specialized Finance0.0078%
Other Diversified Financial Services-1.45%
Transaction and Payment Processing Services-2.33%
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 15.9%, which is higher than its past year's earnings growth of 1.1% per year.
  • Investors are most pessimistic about the Multi-Sector Holdings industry, which is trading below its 3-year average of 19.9x.
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
BRK.A Berkshire HathawayUS$708.60k0.3%
+US$2.7b		-11.2%PE15.2x
VOYA Voya FinancialUS$81.728.2%
+US$574.5m		36.8%PE12.3x
MTG MGIC InvestmentUS$29.033.8%
+US$225.8m		18.2%PE8.5x
JXN Jackson FinancialUS$114.312.6%
+US$204.1m		46.8%PS1.2x
ESNT Essent GroupUS$64.312.6%
+US$154.2m		14.9%PE8.8x

Latest News

APO
US$123.33
Apollo Global Management
7D
-3.1%
1Y
-9.6%
PYPL
US$49.77
PayPal Holdings
7D
-3.3%
1Y
-23.3%
XYZ
US$71.28
Block
7D
-3.5%
1Y
22.2%
RELY
US$21.26
Remitly Global
7D
3.0%
1Y
6.2%
MTG
US$29.03
MGIC Investment
7D
3.8%
1Y
18.2%
MA
US$506.43
Mastercard
7D
-2.0%
1Y
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Mastercard's Earnings Preview: It's A Buy Once Again

Apr 26
V
US$309.65
Visa
7D
-1.4%
1Y
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I'm Not Ready To Write A Check For Visa, Earnings Preview

Apr 26
RKT
US$15.45
Rocket Companies
7D
-9.8%
1Y
22.5%
ESNT
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7D
2.6%
1Y
14.9%
CPAY
US$312.77
Corpay
7D
-7.3%
1Y
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BRK.A
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7D
0.3%
1Y
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FISV
US$61.27
Fiserv
7D
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1Y
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VOYA
US$81.72
Voya Financial
7D
8.2%
1Y
36.8%

Voya Financial: Right On Fundamentals, But The Re-Rating Is Delayed (Rating Downgrade)

Apr 18
HASI
US$41.77
HA Sustainable Infrastructure Capital
7D
2.7%
1Y
63.5%
JXN
US$114.31
Jackson Financial
7D
2.6%
1Y
46.8%

JXN: Cautious Street Stance And Capital Returns Will Shape Future Upside Potential

Analysts have trimmed their fair value estimate for Jackson Financial to $114 from $118, reflecting updated views on revenue growth, profit margins, and a modestly higher discount rate, as well as expectations for a slightly higher future P/E multiple. Analyst Commentary Recent Street research on Jackson Financial has tilted more cautious, with multiple bearish analysts cutting their price targets and reinforcing a wait and see stance on the shares.
NMIH
US$41.59
NMI Holdings
7D
3.6%
1Y
24.3%

NMIH: Share Repurchases And Stable Earnings Assumptions Will Support Further Upside

Analysts have adjusted their targets on NMI Holdings amid mixed views on the outlook, with one firm lifting its price target by $2 and two others trimming theirs by $1 each as they weigh updated assumptions for revenue growth, profit margins, discount rates and future P/E levels. Analyst Commentary Recent Street research on NMI Holdings presents a mixed picture, with one firm lifting its target by $2 and JPMorgan and another bank trimming theirs by $1 each.