Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

U.S. Diversified Financial Industry Analysis

UpdatedOct 01, 2025
DataAggregated Company Financials
Companies130
  • 7D0.04%
  • 3M-0.4%
  • 1Y10.1%
  • YTD4.5%

Over the last 7 days, the Diversified Financial industry has remained flat, although notably Apollo Global Management declined by 8.0%. The past year has been better, since the industry has gained 10% in that time. Earnings are forecast to grow by 9.5% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 01 Oct 2025US$2.9tUS$689.2bUS$120.6b16.8x24x4.2x
Fri, 29 Aug 2025US$2.9tUS$686.4bUS$120.6b16.8x24.3x4.3x
Sun, 27 Jul 2025US$2.9tUS$681.2bUS$141.4b18.8x20.4x4.2x
Tue, 24 Jun 2025US$2.8tUS$681.2bUS$141.4b16.1x19.9x4.1x
Thu, 22 May 2025US$2.9tUS$679.2bUS$141.3b14.5x20.7x4.3x
Sat, 19 Apr 2025US$2.8tUS$672.3bUS$152.0b14x18.5x4.2x
Mon, 17 Mar 2025US$2.9tUS$672.4bUS$152.5b14.9x18.8x4.3x
Wed, 12 Feb 2025US$2.9tUS$665.9bUS$162.2b17.3x18.1x4.4x
Fri, 10 Jan 2025US$2.8tUS$667.6bUS$160.1b18.7x17.2x4.1x
Sun, 08 Dec 2024US$2.8tUS$667.6bUS$160.1b18.2x17.8x4.3x
Tue, 05 Nov 2024US$2.7tUS$664.1bUS$167.5b16x15.8x4x
Thu, 03 Oct 2024US$2.6tUS$660.8bUS$128.0b15.8x20.4x4x
Sat, 31 Aug 2024US$2.6tUS$660.4bUS$127.8b16.6x20.4x3.9x
Mon, 29 Jul 2024US$2.4tUS$664.6bUS$132.7b14.8x18.4x3.7x
Wed, 26 Jun 2024US$2.4tUS$673.4bUS$131.5b13.6x18.6x3.6x
Fri, 24 May 2024US$2.4tUS$640.0bUS$126.3b14.8x18.9x3.7x
Sun, 21 Apr 2024US$2.4tUS$659.1bUS$147.8b14.6x16.3x3.7x
Tue, 19 Mar 2024US$2.5tUS$663.2bUS$147.5b16.2x16.9x3.7x
Thu, 15 Feb 2024US$2.4tUS$655.9bUS$111.7b14.1x21.5x3.7x
Sat, 13 Jan 2024US$2.3tUS$648.5bUS$107.0b13.3x21.3x3.5x
Mon, 11 Dec 2023US$2.2tUS$648.6bUS$107.0b13.9x20.3x3.3x
Wed, 08 Nov 2023US$2.1tUS$647.8bUS$100.5b11.7x20.7x3.2x
Fri, 06 Oct 2023US$2.1tUS$622.5bUS$106.8b12.6x19.4x3.3x
Sun, 03 Sep 2023US$2.2tUS$621.7bUS$106.8b12.9x20.7x3.6x
Tue, 01 Aug 2023US$2.2tUS$600.1bUS$32.7b13.7x66.4x3.6x
Thu, 29 Jun 2023US$2.1tUS$597.9bUS$31.2b11.1x65.7x3.4x
Sat, 27 May 2023US$2.0tUS$597.8bUS$31.2b10.5x63.4x3.3x
Mon, 24 Apr 2023US$2.0tUS$583.6bUS$7.6b9.5x268.9x3.5x
Wed, 22 Mar 2023US$793.0bUS$409.1b-US$5,022,148,632.006.4x-157.9x1.9x
Fri, 17 Feb 2023US$764.8bUS$384.3bUS$16.1b7x47.4x2x
Sun, 15 Jan 2023US$781.6bUS$382.3bUS$17.0b6x46x2x
Tue, 13 Dec 2022US$762.9bUS$382.3bUS$17.0b5.6x44.9x2x
Thu, 10 Nov 2022US$711.1bUS$378.2bUS$14.5b6x48.9x1.9x
Sat, 08 Oct 2022US$659.6bUS$367.8bUS$28.9b5.9x22.8x1.8x
Price to Earnings Ratio

22.8x


Total Market Cap: US$659.6bTotal Earnings: US$28.9bTotal Revenue: US$367.8bTotal 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 24.0x which is lower than its 3-year average PE of 34.8x.
  • The 3-year average PS ratio of 3.5x is lower than the industry's current PS ratio of 4.2x.
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 23% 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 Market0.22%
Financials-0.37%
Diversified Financial0.039%
Multi-Sector Holdings1.96%
Specialized Finance-0.32%
Transaction and Payment Processing Services-0.58%
Other Diversified Financial Services-6.47%
Industry PE
  • Investors are most optimistic about the Other Diversified Financial Services industry which is trading above its 3-year average PE ratio of 15.0x.
    • Analysts are expecting annual earnings growth of 35.6%, which is higher than its past year's earnings decline of 12.5% 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 36% over the next 5 years.
  • This is better than its past earnings decline of 12% per year.
  • In contrast, the Multi-Sector Holdings industry is expected to see its earnings decline by 5.2% 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$754.20k2.0%
+US$20.9b		10.1%PE17.2x
V VisaUS$341.380.8%
+US$5.2b		23.0%PE32.8x
FIS Fidelity National Information ServicesUS$65.944.1%
+US$1.3b		-21.2%PE218x
HASI HA Sustainable Infrastructure CapitalUS$30.704.5%
+US$162.3m		-8.1%PE18.7x
FLYW FlywireUS$13.543.8%
+US$59.9m		-15.1%PE242.5x

Latest News

APO
US$133.27
Apollo Global Management
7D
-8.0%
1Y
1.0%
BRK.A
US$754,200.00
Berkshire Hathaway
7D
2.0%
1Y
10.1%
MA
US$568.81
Mastercard
7D
-0.2%
1Y
14.6%
PAYS
US$6.29
Paysign
7D
11.3%
1Y
72.8%

Paysign: Gaining Traction In The Patient Affordability Space Into 2026 (Hold)

Oct 01
MTG
US$28.37
MGIC Investment
7D
0.4%
1Y
11.7%
V
US$341.38
Visa
7D
0.8%
1Y
23.0%
HASI
US$30.70
HA Sustainable Infrastructure Capital
7D
4.5%
1Y
-8.1%
AFRM
US$73.08
Affirm Holdings
7D
-11.7%
1Y
89.9%
FIS
US$65.94
Fidelity National Information Services
7D
4.1%
1Y
-21.2%
EQH
US$50.78
Equitable Holdings
7D
-6.0%
1Y
21.7%
PFSI
US$123.88
PennyMac Financial Services
7D
0.6%
1Y
10.5%
FLYW
US$13.54
Flywire
7D
3.8%
1Y
-15.1%
XYZ
US$72.27
Block
7D
-5.6%
1Y
9.6%

Cash App And Square Expansion Will Drive Fintech Amid Risks

Analysts have raised Block's price target to $87.17, citing accelerating payment volumes, improving Cash App and Square performance, and expanded margins, but caution remains due to rising reliance on lending products and concerns over the sustainability of profit growth. Analyst Commentary Bullish analysts point to accelerating gross payment volumes and improving trends at both Cash App (notably Borrow, BNPL, and Cash Card) and Square, resulting in earnings beats and upgraded outlooks.
KLAR
US$36.65
Klarna Group
7D
-14.9%
1Y
n/a
CHYM
US$20.17
Chime Financial
7D
-15.5%
1Y
n/a
TOST
US$36.51
Toast
7D
-3.8%
1Y
27.8%

Integrated Digital Payments And Automation Will Unlock Future Opportunities

The Analyst Price Target for Toast rose notably from $44.64 to $49.38, primarily reflecting improved net profit margin, despite a slight deceleration in revenue growth forecasts. What's in the News American Express and Toast formed a multi-year strategic partnership to integrate their technologies, aiming to enhance personalized hospitality and guest experiences across their restaurant networks, including Resy, Tock, and Toast locations.