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U.S. Diversified Financial Industry Analysis

UpdatedJun 30, 2026
DataAggregated Company Financials
Companies134
  • 7D3.1%
  • 3M6.3%
  • 1Y-6.8%
  • YTD-4.4%

Over the last 7 days, the Diversified Financial industry has risen 3.1%, driven by gains from Visa of 4.6%. Meanwhile, Apollo Global Management actually underperformed within the industry, shrinking 15% in the last week. However, the industry is down 6.8% over the past year. Earnings are forecast to grow by 8.2% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 30 Jun 2026US$2.7tUS$719.5bUS$131.2b15.3x20.2x3.7x
Thu, 28 May 2026US$2.6tUS$719.4bUS$131.2b17.6x19.7x3.6x
Sat, 25 Apr 2026US$2.6tUS$711.5bUS$123.6b16.9x20.8x3.6x
Mon, 23 Mar 2026US$2.5tUS$710.0bUS$123.5b17.6x20.5x3.6x
Wed, 18 Feb 2026US$2.6tUS$706.2bUS$126.0b16x20.9x3.7x
Fri, 16 Jan 2026US$2.8tUS$695.3bUS$126.9b14.7x21.9x4x
Sun, 14 Dec 2025US$2.8tUS$695.1bUS$126.9b13.6x22.4x4.1x
Tue, 11 Nov 2025US$2.8tUS$696.6bUS$127.6b13.3x21.7x4x
Thu, 09 Oct 2025US$2.9tUS$687.5bUS$120.0b16.7x24.3x4.2x
Sat, 06 Sep 2025US$2.9tUS$686.6bUS$120.8b16.6x24.3x4.3x
Mon, 04 Aug 2025US$2.8tUS$684.2bUS$142.4b17.2x19.7x4.1x
Wed, 02 Jul 2025US$2.9tUS$681.3bUS$141.4b16.3x20.2x4.2x
Fri, 30 May 2025US$2.9tUS$679.2bUS$141.4b14.7x20.4x4.2x
Sun, 27 Apr 2025US$2.9tUS$672.9bUS$152.0b13.6x18.9x4.3x
Tue, 25 Mar 2025US$2.9tUS$672.5bUS$151.8b16x19.2x4.3x
Thu, 20 Feb 2025US$2.9tUS$643.1bUS$161.4b16.8x17.7x4.4x
Sat, 18 Jan 2025US$2.8tUS$667.6bUS$160.1b19.2x17.5x4.2x
Mon, 16 Dec 2024US$2.8tUS$667.6bUS$160.1b18x17.5x4.2x
Wed, 13 Nov 2024US$2.8tUS$668.1bUS$160.3b17.8x17.5x4.2x
Fri, 11 Oct 2024US$2.6tUS$660.7bUS$128.0b15.9x20.6x4x
Sun, 08 Sep 2024US$2.6tUS$660.7bUS$128.0b15.6x20.1x3.9x
Tue, 06 Aug 2024US$2.4tUS$658.1bUS$133.1b14.1x18.2x3.7x
Thu, 04 Jul 2024US$2.4tUS$663.2bUS$131.7b13.9x18.2x3.6x
Sat, 01 Jun 2024US$2.4tUS$673.6bUS$131.5b14x18.3x3.6x
Mon, 29 Apr 2024US$2.4tUS$660.4bUS$148.6b14.4x16.4x3.7x
Wed, 27 Mar 2024US$2.5tUS$663.4bUS$147.6b15.9x16.9x3.8x
Fri, 23 Feb 2024US$2.4tUS$651.1bUS$110.6b14.2x22x3.7x
Sun, 21 Jan 2024US$2.3tUS$648.6bUS$107.0b13.5x21.5x3.5x
Tue, 19 Dec 2023US$2.3tUS$648.6bUS$107.0b14.1x21.1x3.5x
Thu, 16 Nov 2023US$2.1tUS$647.5bUS$107.8b13.3x19.8x3.3x
Sat, 14 Oct 2023US$2.1tUS$622.5bUS$106.8b12.1x19.5x3.3x
Mon, 11 Sep 2023US$2.2tUS$622.7bUS$106.8b12.4x20.3x3.5x
Wed, 09 Aug 2023US$2.2tUS$626.6bUS$107.8b13.5x20.1x3.5x
Fri, 07 Jul 2023US$2.1tUS$597.9bUS$31.2b11x67.5x3.5x
Price to Earnings Ratio

67.5x


Total Market Cap: US$2.1tTotal Earnings: US$31.2bTotal Revenue: US$597.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Diversified Financial Industry Price to Earnings3Y Average 21.7x202420252026
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 21.7x.
  • 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 Market0.31%
Financials0.17%
Diversified Financial3.05%
Transaction and Payment Processing Services5.36%
Multi-Sector Holdings1.24%
Specialized Finance-2.82%
Other Diversified Financial Services-10.38%
Industry PE
  • Investors are most optimistic about the Other Diversified Financial Services industry which is trading above its 3-year average PE ratio of 26.8x.
    • Analysts are expecting annual earnings growth of 33.6%, 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 35% 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
V VisaUS$343.094.4%
+US$27.5b		-3.5%PE29.3x
MA MastercardUS$513.605.2%
+US$22.6b		-9.0%PE29.1x
BRK.A Berkshire HathawayUS$748.85k1.5%
+US$15.9b		2.1%PE14.9x
RKT Rocket CompaniesUS$15.7516.9%
+US$6.5b		8.8%PE186.5x
AFRM Affirm HoldingsUS$81.5513.5%
+US$3.3b		21.5%PE71.4x

Latest News

MA
US$513.60
Mastercard
7D
5.2%
1Y
-9.0%
PAYP
US$14.33
PayPay
7D
-1.9%
1Y
n/a
V
US$343.09
Visa
7D
4.4%
1Y
-3.5%
GPN
US$71.12
Global Payments
7D
9.3%
1Y
-11.1%
APO
US$118.31
Apollo Global Management
7D
-9.4%
1Y
-16.5%
BUR
US$3.96
Burford Capital
7D
-7.5%
1Y
-72.2%
TOST
US$27.82
Toast
7D
13.5%
1Y
-35.3%
XYZ
US$76.00
Block
7D
5.0%
1Y
11.3%
CRBG
US$28.84
Corebridge Financial
7D
-0.9%
1Y
-18.8%
AFRM
US$81.55
Affirm Holdings
7D
13.5%
1Y
21.5%
BRK.A
US$748,850.00
Berkshire Hathaway
7D
1.5%
1Y
2.1%
Seeking Alpha • Jun 28

Berkshire May Just Save You From A Likely Market Crash

Summary Berkshire Hathaway is well-positioned to outperform the S&P 500 during near-term market turbulence, given its defensive portfolio and record $397B cash reserves. BRK.B's limited exposure to speculative AI trades and focus on stable, cash-generating businesses provides downside protection as the S&P 500 shows signs of fragility. The company's cash fortress generates significant interest income and offers flexibility to capitalize on market dislocations, supporting a 'buy' rating. With a low beta and a forward P/E of 24x, BRK.B offers relative stability and modest upside versus the broader market in a volatile environment. Read the full article on Seeking Alpha
JXN
US$102.39
Jackson Financial
7D
-6.8%
1Y
14.7%
RKT
US$15.50
Rocket Companies
7D
16.2%
1Y
9.3%
Narrative Update • Jun 26

RKT: Housing Headwinds And Servicing Expansion Will Shape A Balanced Outlook

Analysts have updated their view on Rocket Companies with a modest trim in the price target to $16.0 from $16.5. This reflects revised assumptions around revenue growth, profit margins, the discount rate, and future P/E expectations. What's in the News Rising mortgage rates around 6.75% and record median home prices of about US$400,894 are cooling the U.S. housing market, with several weeks of declines in pending home sales and new listings.
VOYA
US$90.86
Voya Financial
7D
-1.6%
1Y
28.0%
Narrative Update • Jun 25

VOYA: Activist Pressure And Q1 Rerating Paths Will Shape Future Outcomes

Analysts have raised their fair value estimate for Voya Financial to $91.83 from $89.55, citing a higher blend of price targets that reflects updated sum-of-the-parts analysis, interest in potential corporate actions, and recent research upgrades that highlight several possible rerating paths for the stock. Analyst Commentary Recent research on Voya Financial points to a more constructive tone overall, with several bullish analysts raising price targets and focusing on potential rerating paths, while a smaller group highlights execution risks around earnings and business mix.
CPAY
US$335.34
Corpay
7D
-3.4%
1Y
1.1%
Narrative Update • Jun 25

CPAY: Capital Returns And Simplification Efforts Will Drive Future Repricing

Analysts have lifted their average price target on Corpay to about $450, an increase of roughly $75, citing greater confidence in the company's ability to sustain growth, simplify its operations, and return capital to shareholders. Analyst Commentary Recent research on Corpay points to a mixed but generally constructive backdrop, with several bullish analysts highlighting potential for execution on growth and capital returns, while more cautious voices focus on prior target cuts and the risk that expectations may already be demanding.
EQH
US$43.88
Equitable Holdings
7D
-2.3%
1Y
-21.5%
Narrative Update • Jun 22

EQH: Corebridge Merger And Capital Returns Set To Support Share Upside

Analysts have nudged the Equitable Holdings fair value estimate higher in line with recent Street price target moves, including UBS lifting its target to $63 from $58, reflecting updated assumptions around discount rates, revenue growth and future P/E expectations. Analyst Commentary Street research around Equitable Holdings has been active, with several firms revisiting their assumptions on discount rates, growth expectations and target P/E multiples.