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U.S. Diversified Financial Industry Analysis

UpdatedJun 19, 2026
DataAggregated Company Financials
Companies135
  • 7D1.5%
  • 3M3.7%
  • 1Y-6.4%
  • YTD-6.8%

Over the last 7 days, the Diversified Financial industry has risen 1.5%, driven by gains from Visa of 2.6%. During this same period, the Fiserv underperformed, falling 9.8%. In contrast, the industry has lost 6.4% in the last 12 months. As for the next few years, earnings are expected to grow by 8.2% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 19 Jun 2026US$2.6tUS$719.5bUS$131.2b14.6x19.9x3.6x
Sun, 17 May 2026US$2.6tUS$719.1bUS$131.1b16.9x19.7x3.6x
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
Price to Earnings Ratio

65.6x


Total Market Cap: US$2.1tTotal Earnings: US$31.2bTotal Revenue: US$598.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Diversified Financial Industry Price to Earnings3Y Average 22.2x202420252026
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 19.9x which is lower than its 3-year average PE of 22.2x.
  • 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 Market1.65%
Financials1.72%
Diversified Financial1.55%
Specialized Finance4.72%
Other Diversified Financial Services2.37%
Transaction and Payment Processing Services1.77%
Multi-Sector Holdings0.96%
Industry PE
  • Investors are most optimistic about the Other Diversified Financial Services industry which is trading above its 3-year average PE ratio of 25.6x.
    • Analysts are expecting annual earnings growth of 33.4%, which is higher than its past year's earnings growth of 13.2% per year.
Forecasted Growth
  • Analysts are most optimistic on the Other Diversified Financial Services industry, expecting annual earnings growth of 33% over the next 5 years.
  • This is better than its past earnings growth rate of 13% 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$327.242.6%
+US$15.4b		-3.9%PE28x
BRK.A Berkshire HathawayUS$733.61k1.0%
+US$10.1b		0.7%PE14.6x
XYZ BlockUS$74.788.2%
+US$3.4b		18.5%PE55.7x
MA MastercardUS$489.790.7%
+US$2.9b		-9.1%PE27.8x
RKT Rocket CompaniesUS$14.427.4%
+US$2.8b		4.6%PE170.7x

Latest News

FIS
US$38.21
Fidelity National Information Services
7D
-0.4%
1Y
-52.5%
STNE
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StoneCo
7D
-5.9%
1Y
-28.7%
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CPAY
US$345.28
Corpay
7D
-1.6%
1Y
9.8%
VOYA
US$90.20
Voya Financial
7D
-0.8%
1Y
35.6%
SEZL
US$163.28
Sezzle
7D
23.0%
1Y
11.0%
XYZ
US$74.78
Block
7D
8.2%
1Y
18.5%
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MA
US$489.79
Mastercard
7D
0.7%
1Y
-9.1%
FISV
US$47.86
Fiserv
7D
-9.8%
1Y
-70.3%
APO
US$137.50
Apollo Global Management
7D
2.7%
1Y
3.3%
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AFRM
US$73.92
Affirm Holdings
7D
11.2%
1Y
19.8%
BRK.A
US$733,609.77
Berkshire Hathaway
7D
1.0%
1Y
0.7%
V
US$327.24
Visa
7D
2.6%
1Y
-3.9%
Analysis Article • Jun 16

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JXN
US$106.81
Jackson Financial
7D
-1.3%
1Y
24.4%
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PAYP
US$12.37
PayPay
7D
-13.8%
1Y
n/a
RKT
US$14.42
Rocket Companies
7D
7.4%
1Y
4.6%
WEX
US$127.53
WEX
7D
-6.5%
1Y
-8.4%
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