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U.S. Diversified Financial Industry Analysis

UpdatedJun 15, 2026
DataAggregated Company Financials
Companies136
  • 7D1.1%
  • 3M0.5%
  • 1Y-9.5%
  • YTD-7.6%

The Diversified Financial industry is up 1.1% in the last week, with Berkshire Hathaway up 0.7%. In the same time, PayPay was down 6.2%. In contrast, the industry has lost 9.5% in the last 12 months. As for the next few years, earnings are expected to grow by 8.1% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 15 Jun 2026US$2.6tUS$719.7bUS$131.2b15.1x19.7x3.6x
Wed, 13 May 2026US$2.6tUS$721.4bUS$131.4b18.5x19.8x3.6x
Fri, 10 Apr 2026US$2.6tUS$711.3bUS$123.6b16.3x20.7x3.6x
Sun, 08 Mar 2026US$2.6tUS$707.8bUS$122.9b18.6x21.5x3.7x
Tue, 03 Feb 2026US$2.7tUS$700.5bUS$128.4b15.6x20.9x3.8x
Thu, 01 Jan 2026US$2.9tUS$695.2bUS$127.0b13.6x22.6x4.1x
Sat, 29 Nov 2025US$2.8tUS$695.6bUS$127.1b14x22.1x4x
Mon, 27 Oct 2025US$2.9tUS$686.5bUS$120.0b16.6x24x4.2x
Wed, 24 Sep 2025US$2.9tUS$689.2bUS$120.6b16.7x24.2x4.2x
Fri, 22 Aug 2025US$2.9tUS$686.4bUS$120.7b15.9x23.9x4.2x
Sun, 20 Jul 2025US$2.8tUS$680.5bUS$141.3b16.6x19.8x4.1x
Tue, 17 Jun 2025US$2.8tUS$681.1bUS$141.4b15.8x20.1x4.2x
Thu, 15 May 2025US$2.9tUS$678.5bUS$141.1b15.5x20.7x4.3x
Sat, 12 Apr 2025US$2.8tUS$672.3bUS$151.9b14.2x18.3x4.1x
Mon, 10 Mar 2025US$2.9tUS$673.3bUS$152.4b16.2x18.9x4.3x
Wed, 05 Feb 2025US$2.9tUS$663.3bUS$159.8b17.3x18.2x4.4x
Fri, 03 Jan 2025US$2.8tUS$667.5bUS$160.1b17.5x17.3x4.1x
Sun, 01 Dec 2024US$2.9tUS$667.7bUS$160.1b18.6x18x4.3x
Tue, 29 Oct 2024US$2.7tUS$661.7bUS$127.6b15.5x20.8x4x
Thu, 26 Sep 2024US$2.6tUS$660.8bUS$128.0b15.7x20.3x3.9x
Sat, 24 Aug 2024US$2.5tUS$660.5bUS$127.8b16.3x19.7x3.8x
Mon, 22 Jul 2024US$2.5tUS$663.2bUS$131.7b14.5x18.8x3.7x
Wed, 19 Jun 2024US$2.4tUS$673.4bUS$131.5b13.5x18.3x3.6x
Fri, 17 May 2024US$2.5tUS$673.6bUS$131.5b14.5x18.8x3.7x
Sun, 14 Apr 2024US$2.4tUS$659.1bUS$147.8b14.3x16x3.6x
Tue, 12 Mar 2024US$2.5tUS$663.1bUS$147.4b16.1x16.7x3.7x
Thu, 08 Feb 2024US$2.4tUS$648.1bUS$107.5b17.2x22.3x3.7x
Sat, 06 Jan 2024US$2.3tUS$648.5bUS$107.0b13.7x21.1x3.5x
Mon, 04 Dec 2023US$2.2tUS$648.6bUS$107.0b13.6x20.6x3.4x
Wed, 01 Nov 2023US$2.0tUS$629.9bUS$109.5b12.6x18.5x3.2x
Fri, 29 Sep 2023US$2.1tUS$622.6bUS$106.8b12.3x19.8x3.4x
Sun, 27 Aug 2023US$2.2tUS$621.7bUS$106.8b12.8x20.2x3.5x
Tue, 25 Jul 2023US$2.2tUS$598.1bUS$31.3b12.2x69.9x3.7x
Thu, 22 Jun 2023US$2.1tUS$598.0bUS$31.2b11x65.9x3.4x
Price to Earnings Ratio

65.9x


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 22.3x202420252026
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 19.7x which is lower than its 3-year average PE of 22.3x.
  • 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 Market0.50%
Financials2.79%
Diversified Financial1.12%
Other Diversified Financial Services4.97%
Transaction and Payment Processing Services0.92%
Specialized Finance0.91%
Multi-Sector Holdings0.74%
Industry PE
  • Investors are most optimistic about the Other Diversified Financial Services industry which is trading above its 3-year average PE ratio of 25.1x.
    • 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 33% 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
BRK.A Berkshire HathawayUS$732.10k0.7%
+US$7.8b		-0.5%PE14.5x
V VisaUS$322.390.9%
+US$5.1b		-9.3%PE27.6x
MA MastercardUS$489.980.9%
+US$3.8b		-13.8%PE27.8x
APO Apollo Global ManagementUS$133.884.9%
+US$3.6b		-0.2%PE66.8x
RKT Rocket CompaniesUS$13.075.8%
+US$2.0b		-4.8%PE154.7x

Latest News

APO
US$133.88
Apollo Global Management
7D
4.9%
1Y
-0.2%
Seeking Alpha • 10h

Apollo Global: Temporary SRE Headwinds Mask Long-Term Earnings Growth

Summary Apollo Global presents a unique asset management and insurance model, blending traditional and innovative approaches for diversified growth. I see valuation as attractive given the company's differentiated business structure and potential for scalable returns. Key risks include execution challenges and insurance-specific headwinds that could impact Apollo's growth trajectory. My thesis supports a constructive outlook on Apollo, contingent on disciplined capital allocation and effective risk management. Read the full article on Seeking Alpha
PAYP
US$14.15
PayPay
7D
-6.7%
1Y
n/a
RKT
US$13.07
Rocket Companies
7D
5.8%
1Y
-4.8%
UWMC
US$2.38
UWM Holdings
7D
-7.0%
1Y
-42.0%
KLAR
US$16.23
Klarna Group
7D
-1.9%
1Y
n/a
Seeking Alpha • Jun 14

Klarna: GMV Acceleration Is A Fantastic Signal

Summary Klarna has shed 60% since IPO but now offers a compelling entry point as speculative froth has cleared. I maintain a buy rating, citing resilient GMV growth, pristine credit metrics, and a steadily rising revenue take rate. KLAR’s U.S. expansion is accelerating, with U.S. GMV growing at ~40%, outpacing the broader company. Short-duration lending, cheap deposit funding, and low delinquency rates underpin KLAR’s robust credit profile and margin potential. Read the full article on Seeking Alpha
WEX
US$135.50
WEX
7D
-8.2%
1Y
-5.5%
Narrative Update • Jun 13

WEX: AI Cost Savings And Fuel Exposure Will Shape Future Upside

Analysts now see fair value for WEX at $179.20, a shift supported by updated assumptions around the discount rate, revenue growth, profit margins, and future P/E, following recent research that included both a $160 target from Deutsche Bank and higher targets from other firms. Analyst Commentary Recent research on WEX shows a split view, with some analysts trimming targets and others raising them.
XYZ
US$69.52
Block
7D
-0.6%
1Y
7.3%
V
US$322.39
Visa
7D
0.9%
1Y
-9.3%
FIS
US$39.20
Fidelity National Information Services
7D
-0.9%
1Y
-51.6%
MA
US$489.98
Mastercard
7D
0.9%
1Y
-13.8%
GPN
US$67.71
Global Payments
7D
5.0%
1Y
-11.9%
EQH
US$44.02
Equitable Holdings
7D
6.5%
1Y
-17.0%
CRBG
US$28.74
Corebridge Financial
7D
5.9%
1Y
-11.1%
BRK.A
US$732,100.00
Berkshire Hathaway
7D
0.7%
1Y
-0.5%
BUR
US$4.27
Burford Capital
7D
-4.0%
1Y
-66.1%
Narrative Update • Jun 06

BUR: Revised Profitability Assumptions Will Support Future Share Price Upside

Analysts have modestly trimmed their fair value estimate for Burford Capital to $8.67 from $8.94, reflecting updated assumptions around a very large revenue growth outlook, a lower discount rate, a higher future P/E multiple, and a reduced profit margin. What's in the News Recent analyst updates highlight changes to fair value assumptions for Burford Capital, based on revised expectations for revenue growth, discount rates, future P/E multiples, and profit margins.
CHYM
US$16.70
Chime Financial
7D
-5.0%
1Y
-54.6%