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U.S. Diversified Financial Industry Analysis

UpdatedNov 06, 2025
DataAggregated Company Financials
Companies131
  • 7D1.1%
  • 3M-0.2%
  • 1Y0.07%
  • YTD1.2%

The Diversified Financial industry is up 1.1% in the last week, with Berkshire Hathaway up 3.3%. Overall in the last year, the industry is flat. As for the next few years, earnings are expected to grow by 9.1% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 06 Nov 2025US$2.8tUS$694.5bUS$127.1b15.2x21.8x4x
Sat, 04 Oct 2025US$2.9tUS$686.8bUS$120.0b16.5x24x4.2x
Mon, 01 Sep 2025US$3.0tUS$686.6bUS$120.8b16.9x24.4x4.3x
Wed, 30 Jul 2025US$2.9tUS$681.5bUS$141.5b17.9x20.3x4.2x
Fri, 27 Jun 2025US$2.8tUS$681.2bUS$141.4b16.5x20.1x4.2x
Sun, 25 May 2025US$2.9tUS$679.2bUS$141.4b14.5x20.2x4.2x
Tue, 22 Apr 2025US$2.8tUS$672.3bUS$152.0b13.6x18.5x4.2x
Thu, 20 Mar 2025US$2.9tUS$672.6bUS$151.8b15.8x19.2x4.3x
Sat, 15 Feb 2025US$2.9tUS$669.1bUS$165.8b16.7x17.8x4.4x
Mon, 13 Jan 2025US$2.7tUS$667.5bUS$160.1b18.4x16.8x4x
Wed, 11 Dec 2024US$2.8tUS$667.6bUS$160.1b18.5x17.5x4.2x
Fri, 08 Nov 2024US$2.8tUS$666.6bUS$159.9b17.6x17.3x4.2x
Sun, 06 Oct 2024US$2.6tUS$660.8bUS$128.0b16x20.6x4x
Tue, 03 Sep 2024US$2.6tUS$660.6bUS$128.0b16.6x20.6x4x
Thu, 01 Aug 2024US$2.5tUS$667.1bUS$132.9b16x18.7x3.7x
Sat, 29 Jun 2024US$2.4tUS$673.3bUS$131.5b13.4x18.2x3.5x
Mon, 27 May 2024US$2.4tUS$673.7bUS$131.6b14x18.4x3.6x
Wed, 24 Apr 2024US$2.5tUS$659.5bUS$148.0b14.5x16.6x3.7x
Fri, 22 Mar 2024US$2.5tUS$663.4bUS$147.6b15.5x17.2x3.8x
Sun, 18 Feb 2024US$2.4tUS$652.9bUS$110.6b14.3x22.1x3.7x
Tue, 16 Jan 2024US$2.3tUS$648.5bUS$107.0b13.3x21.3x3.5x
Thu, 14 Dec 2023US$2.2tUS$648.6bUS$107.0b14.1x20.9x3.4x
Sat, 11 Nov 2023US$2.1tUS$647.1bUS$108.5b12.9x19.1x3.2x
Mon, 09 Oct 2023US$2.1tUS$622.5bUS$106.8b12.4x19.5x3.4x
Wed, 06 Sep 2023US$2.2tUS$621.6bUS$106.8b12.5x20.5x3.5x
Fri, 04 Aug 2023US$2.2tUS$610.1bUS$30.1b13.8x71.7x3.5x
Sun, 02 Jul 2023US$2.1tUS$598.0bUS$31.2b11.2x67.5x3.5x
Tue, 30 May 2023US$2.0tUS$597.8bUS$31.2b10.5x63.4x3.3x
Thu, 27 Apr 2023US$2.0tUS$584.8bUS$8.1b9.5x247.7x3.4x
Sat, 25 Mar 2023US$1.9tUS$583.3bUS$7.4b11x258x3.3x
Mon, 20 Feb 2023US$723.8bUS$373.5bUS$19.3b7x37.4x1.9x
Wed, 18 Jan 2023US$775.1bUS$382.3bUS$17.0b6.1x45.6x2x
Fri, 16 Dec 2022US$740.9bUS$382.3bUS$17.0b5.4x43.6x1.9x
Sun, 13 Nov 2022US$762.6bUS$382.2bUS$16.9b7x45x2x
Price to Earnings Ratio

45x


Total Market Cap: US$762.6bTotal Earnings: US$16.9bTotal Revenue: US$382.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Diversified Financial Industry Price to Earnings3Y Average 34.8x202320242025
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 21.8x which is lower than its 3-year average PE of 34.8x.
  • The 3-year average PS ratio of 3.6x is lower than the industry's current PS ratio of 4.0x.
Past Earnings Growth
  • The earnings for companies in the Diversified Financial industry have grown 96% per year over the last three years.
  • Revenues for these companies have grown 22% 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 Market-1.58%
Financials0.81%
Diversified Financial1.07%
Multi-Sector Holdings3.25%
Other Diversified Financial Services2.46%
Specialized Finance0.23%
Transaction and Payment Processing Services-0.51%
Industry PE
  • Investors are most optimistic about the Transaction and Payment Processing Services industry even though it's trading below its 3-year average PE ratio of 51.0x.
    • Analysts are expecting annual earnings growth of 13.7%, which is lower than the prior year's growth of 15.6% per year.
  • Investors are most pessimistic about the Multi-Sector Holdings industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average.
Forecasted Growth
  • Analysts are most optimistic on the Other Diversified Financial Services industry, expecting annual earnings growth of 32% over the next 5 years.
  • This is better than its past earnings decline of 39% per year.
  • In contrast, the Multi-Sector Holdings industry is expected to see its earnings decline by 5.3% 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$736.15k3.3%
+US$33.4b		4.7%PE15.7x
APO Apollo Global ManagementUS$133.757.1%
+US$5.1b		-18.3%PE24.2x
TOST ToastUS$39.029.2%
+US$1.9b		21.4%PE101.6x
FIS Fidelity National Information ServicesUS$64.755.3%
+US$1.7b		-25.1%PE214.1x
PAY Paymentus HoldingsUS$35.4720.6%
+US$757.8m		32.3%PE74.8x

Latest News

CHYM
US$19.12
Chime Financial
7D
7.1%
1Y
n/a
FI
US$64.00
Fiserv
7D
-9.3%
1Y
-69.7%
FIS
US$64.75
Fidelity National Information Services
7D
5.3%
1Y
-25.1%
CRBG
US$30.29
Corebridge Financial
7D
-4.8%
1Y
-9.2%
JKHY
US$159.83
Jack Henry & Associates
7D
6.6%
1Y
-11.4%
GPN
US$79.20
Global Payments
7D
-0.01%
1Y
-31.2%

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PAY
US$35.47
Paymentus Holdings
7D
20.6%
1Y
32.3%
APO
US$133.75
Apollo Global Management
7D
7.1%
1Y
-18.3%
V
US$340.04
Visa
7D
-0.4%
1Y
10.6%
BRK.A
US$736,150.00
Berkshire Hathaway
7D
3.3%
1Y
4.7%
PYPL
US$68.06
PayPal Holdings
7D
-2.3%
1Y
-16.4%

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MTG
US$28.07
MGIC Investment
7D
6.5%
1Y
13.1%
TOST
US$39.02
Toast
7D
9.2%
1Y
21.4%

TOST: Expanded Restaurant Platform Reach Will Drive Long-Term Market Leadership

Analysts have slightly lowered their fair value price target for Toast to approximately $48.38, a modest decrease of $0.53. This adjustment reflects sustained market growth expectations, though recent caution around profit margins and sector-wide guidance concerns has also contributed to the change.
XYZ
US$73.65
Block
7D
-3.7%
1Y
-5.1%
MA
US$553.31
Mastercard
7D
-0.2%
1Y
6.2%
EQH
US$45.22
Equitable Holdings
7D
-5.1%
1Y
-10.3%