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U.S. Diversified Financial Industry Analysis

UpdatedJun 10, 2026
DataAggregated Company Financials
Companies136
  • 7D1.7%
  • 3M0.3%
  • 1Y-10.9%
  • YTD-7.5%

The Diversified Financial industry is up 1.7% in the last week, with Berkshire Hathaway up 3.2%. Meanwhile, Block actually underperformed within the industry, shrinking 7.9% in the last week. In contrast, the industry has lost 11% in the last 12 months. As for the next few years, earnings are expected to grow by 8.0% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 11 Jun 2026US$2.6tUS$719.5bUS$131.2b16.6x19.5x3.6x
Sat, 09 May 2026US$2.6tUS$719.4bUS$131.0b17.1x19.7x3.6x
Mon, 06 Apr 2026US$2.5tUS$711.2bUS$123.5b15.8x20.4x3.5x
Wed, 04 Mar 2026US$2.6tUS$707.8bUS$122.3b18.5x21.3x3.7x
Fri, 30 Jan 2026US$2.7tUS$698.5bUS$127.7b15.4x21x3.8x
Sun, 28 Dec 2025US$2.9tUS$695.0bUS$126.9b13.8x22.5x4.1x
Tue, 25 Nov 2025US$2.7tUS$696.8bUS$127.2b13.2x21.6x3.9x
Thu, 23 Oct 2025US$2.9tUS$686.6bUS$120.2b16.2x23.9x4.2x
Sat, 20 Sep 2025US$2.9tUS$689.2bUS$120.6b16.8x24.1x4.2x
Mon, 18 Aug 2025US$2.9tUS$686.4bUS$120.7b16x23.7x4.2x
Wed, 16 Jul 2025US$2.8tUS$680.6bUS$141.3b15.9x20x4.2x
Fri, 13 Jun 2025US$2.9tUS$679.4bUS$141.4b16.1x20.6x4.3x
Sun, 11 May 2025US$2.9tUS$678.5bUS$141.1b15x20.4x4.2x
Tue, 08 Apr 2025US$2.7tUS$672.2bUS$151.9b14x17.7x4x
Thu, 06 Mar 2025US$2.9tUS$673.2bUS$152.3b16.6x19.1x4.3x
Sat, 01 Feb 2025US$2.9tUS$668.5bUS$161.1b17.4x18.3x4.4x
Mon, 30 Dec 2024US$2.8tUS$667.6bUS$160.0b17.6x17.5x4.2x
Wed, 27 Nov 2024US$2.8tUS$667.8bUS$160.1b18.5x17.7x4.2x
Fri, 25 Oct 2024US$2.7tUS$661.7bUS$127.6b15.3x21x4.1x
Sun, 22 Sep 2024US$2.6tUS$660.8bUS$128.0b16.1x20.5x4x
Tue, 20 Aug 2024US$2.5tUS$660.5bUS$127.8b15.9x19.6x3.8x
Thu, 18 Jul 2024US$2.5tUS$663.3bUS$131.7b14.9x19x3.8x
Sat, 15 Jun 2024US$2.4tUS$673.5bUS$131.5b13.6x18.2x3.6x
Mon, 13 May 2024US$2.5tUS$673.4bUS$131.5b14.5x18.7x3.7x
Wed, 10 Apr 2024US$2.5tUS$659.2bUS$147.9b14.5x17x3.8x
Fri, 08 Mar 2024US$2.4tUS$663.1bUS$147.4b14.8x16.5x3.7x
Sun, 04 Feb 2024US$2.4tUS$650.0bUS$107.9b16.9x22.3x3.7x
Tue, 02 Jan 2024US$2.3tUS$648.5bUS$107.0b13.9x21.2x3.5x
Thu, 30 Nov 2023US$2.2tUS$648.6bUS$107.0b13.2x20.4x3.4x
Sat, 28 Oct 2023US$2.0tUS$630.0bUS$109.4b13.4x18x3.1x
Mon, 25 Sep 2023US$2.1tUS$622.1bUS$106.8b12.5x19.9x3.4x
Wed, 23 Aug 2023US$2.1tUS$621.6bUS$106.8b12.7x19.9x3.4x
Fri, 21 Jul 2023US$2.2tUS$598.0bUS$31.2b12.3x69.4x3.6x
Sun, 18 Jun 2023US$2.1tUS$598.0bUS$31.2b10.7x66x3.4x
Price to Earnings Ratio

66x


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 22.5x202420252026
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 19.5x which is lower than its 3-year average PE of 22.5x.
  • 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 Market-3.33%
Financials1.60%
Diversified Financial1.68%
Multi-Sector Holdings3.19%
Other Diversified Financial Services2.81%
Transaction and Payment Processing Services0.68%
Specialized Finance-4.68%
Industry PE
  • Investors are most optimistic about the Other Diversified Financial Services industry which is trading above its 3-year average PE ratio of 24.5x.
    • 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 Specialized Finance industry, expecting annual earnings growth of 34% 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$322.963.4%
+US$19.9b		-13.5%PE27.6x
BRK.A Berkshire HathawayUS$727.00k1.9%
+US$19.1b		-0.7%PE14.4x
MA MastercardUS$489.083.7%
+US$15.5b		-17.2%PE27.8x
APO Apollo Global ManagementUS$131.145.5%
+US$3.9b		-5.0%PE65.5x
VOYA Voya FinancialUS$89.148.6%
+US$639.2m		33.0%PE12.6x

Latest News

PYPL
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PayPal Holdings
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-6.9%
1Y
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FISV
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Fiserv
7D
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1Y
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MA
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Mastercard
7D
3.7%
1Y
-16.0%
PAYO
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Payoneer Global
7D
19.4%
1Y
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PAYP
US$14.59
PayPay
7D
-22.0%
1Y
n/a
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CRBG
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Corebridge Financial
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XYZ
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Block
7D
-7.9%
1Y
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BRK.A
US$729,862.00
Berkshire Hathaway
7D
3.2%
1Y
-0.8%
V
US$325.05
Visa
7D
2.4%
1Y
-12.3%
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Visa's analyst price target has been nudged higher by about $0.09, with analysts citing slight adjustments in discount rates, revenue growth, profit margins, and expected future P/E as the basis for the change. Analyst Commentary Recent Street research on Visa shows a mix of fresh bullish initiations, target increases, and meaningful target cuts.
AFRM
US$65.11
Affirm Holdings
7D
-8.3%
1Y
6.7%
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APO
US$132.70
Apollo Global Management
7D
3.1%
1Y
-2.2%
GPN
US$63.81
Global Payments
7D
-13.8%
1Y
-21.0%
Narrative Update • Jun 07

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RKT
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Rocket Companies
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VOYA
US$88.47
Voya Financial
7D
7.2%
1Y
30.1%
Narrative Update • Jun 06

VOYA: Activist Pressure And Retirement Platform Scale Will Shape Future Outcomes

Analysts have nudged the fair value estimate for Voya Financial higher from $86 to about $89.55, reflecting a series of updated price targets that cite activist interest, refreshed sum-of-the-parts work, and recent research around earnings and business mix. Analyst Commentary Recent research shows a split picture around Voya Financial, with several bullish analysts lifting price targets while others trim them after the latest earnings.
FIS
US$39.98
Fidelity National Information Services
7D
-6.0%
1Y
-50.7%
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ESNT
US$57.78
Essent Group
7D
2.8%
1Y
-0.2%
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