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U.S. Diversified Financial Industry Analysis

UpdatedAug 10, 2025
DataAggregated Company Financials
Companies128
  • 7D-0.5%
  • 3M-5.5%
  • 1Y14.9%
  • YTD2.4%

Over the last 7 days, the Diversified Financial industry has remained flat. The past year has been better, since the industry has gained 15% in that time. Earnings are forecast to grow by 9.2% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 10 Aug 2025US$2.7tUS$660.8bUS$118.8b16x22.8x4.1x
Tue, 08 Jul 2025US$2.9tUS$680.7bUS$141.3b16.2x20.5x4.3x
Thu, 05 Jun 2025US$2.9tUS$679.3bUS$141.4b15x20.5x4.3x
Sat, 03 May 2025US$2.9tUS$677.4bUS$152.2b14.1x18.9x4.2x
Mon, 31 Mar 2025US$2.9tUS$672.3bUS$151.9b15.3x19.2x4.3x
Wed, 26 Feb 2025US$2.9tUS$671.7bUS$151.9b16.2x19.4x4.4x
Fri, 24 Jan 2025US$2.8tUS$667.7bUS$160.1b19.3x17.6x4.2x
Sun, 22 Dec 2024US$2.8tUS$667.6bUS$160.1b18x17.4x4.2x
Tue, 19 Nov 2024US$2.8tUS$668.0bUS$160.2b18.5x17.5x4.2x
Thu, 17 Oct 2024US$2.7tUS$660.6bUS$128.0b15.9x21.1x4.1x
Sat, 14 Sep 2024US$2.6tUS$660.7bUS$128.0b15.6x20.2x3.9x
Mon, 12 Aug 2024US$2.4tUS$655.5bUS$127.7b14.9x18.7x3.6x
Wed, 10 Jul 2024US$2.4tUS$663.3bUS$131.7b13.8x18.2x3.6x
Fri, 07 Jun 2024US$2.4tUS$673.6bUS$131.5b14.4x18.4x3.6x
Sun, 05 May 2024US$2.4tUS$667.3bUS$151.9b13.8x15.8x3.6x
Tue, 02 Apr 2024US$2.5tUS$657.0bUS$147.9b16x17.1x3.8x
Thu, 29 Feb 2024US$2.5tUS$663.5bUS$147.7b16.5x16.8x3.7x
Sat, 27 Jan 2024US$2.3tUS$649.4bUS$107.7b16.6x21.8x3.6x
Mon, 25 Dec 2023US$2.3tUS$648.7bUS$107.0b14.2x21.1x3.5x
Wed, 22 Nov 2023US$2.1tUS$647.5bUS$107.4b14.5x20x3.3x
Fri, 20 Oct 2023US$2.1tUS$623.6bUS$107.0b12.2x19.2x3.3x
Sun, 17 Sep 2023US$2.2tUS$622.1bUS$106.8b12.7x20.6x3.5x
Tue, 15 Aug 2023US$2.2tUS$621.3bUS$106.0b13.2x20.5x3.5x
Thu, 13 Jul 2023US$2.2tUS$598.0bUS$31.2b11.4x69x3.6x
Sat, 10 Jun 2023US$2.0tUS$597.9bUS$31.2b10.6x64.9x3.4x
Mon, 08 May 2023US$2.0tUS$584.0bUS$6.3b9.6x323.3x3.5x
Wed, 05 Apr 2023US$2.0tUS$583.5bUS$7.7b8.9x257.6x3.4x
Fri, 03 Mar 2023US$759.4bUS$386.5b-US$10,205,141,507.006.8x-74.4x2x
Sun, 29 Jan 2023US$766.1bUS$382.3bUS$17.0b6.2x45.1x2x
Tue, 27 Dec 2022US$750.9bUS$382.3bUS$17.0b5.3x44.2x2x
Thu, 24 Nov 2022US$775.5bUS$382.3bUS$17.0b5.9x45.7x2x
Sat, 22 Oct 2022US$692.6bUS$367.8bUS$28.9b6.3x23.9x1.9x
Mon, 19 Sep 2022US$663.7bUS$339.8bUS$18.0b7.8x36.8x2x
Wed, 17 Aug 2022US$738.3bUS$338.7bUS$21.8b6.6x33.9x2.2x
Price to Earnings Ratio

33.9x


Total Market Cap: US$738.3bTotal Earnings: US$21.8bTotal Revenue: US$338.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Diversified Financial Industry Price to Earnings3Y Average 35.3x202320242025
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 22.8x which is lower than its 3-year average PE of 35.3x.
  • The 3-year average PS ratio of 3.4x is lower than the industry's current PS ratio of 4.1x.
Past Earnings Growth
  • The earnings for companies in the Diversified Financial industry have grown 76% per year over the last three years.
  • Revenues for these companies have grown 25% 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 Market2.39%
Financials1.01%
Diversified Financial-0.52%
Specialized Finance3.74%
Other Diversified Financial Services1.64%
Transaction and Payment Processing Services0.079%
Multi-Sector Holdings-1.89%
Industry PE
  • Investors are most optimistic about the Other Diversified Financial Services industry which is trading above its 3-year average PE ratio of 13.6x.
    • Analysts are expecting annual earnings growth of 48.4%, which is higher than its past year's earnings decline of 38.6% 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 48% 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 5.2% 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
MA MastercardUS$574.322.6%
+US$13.0b		25.7%PE38.2x
AFRM Affirm HoldingsUS$72.338.9%
+US$1.9b		184.3%PS7.8x
PAY Paymentus HoldingsUS$33.9119.9%
+US$707.9m		52.6%PE75.7x
RELY Remitly GlobalUS$19.0020.3%
+US$698.7m		39.6%PE278.2x
GPN Global PaymentsUS$81.003.8%
+US$618.8m		-20.6%PE13.3x

Latest News

GPN
US$81.00
Global Payments
7D
3.8%
1Y
-20.6%

Global Payments (NYSE:GPN) Has Announced A Dividend Of $0.25

Aug 09
Global Payments (NYSE:GPN) Has Announced A Dividend Of $0.25
RELY
US$19.00
Remitly Global
7D
20.3%
1Y
39.6%
SEZL
US$91.51
Sezzle
7D
-36.5%
1Y
371.7%
CHYM
US$28.89
Chime Financial
7D
-11.5%
1Y
n/a
PAY
US$33.91
Paymentus Holdings
7D
19.9%
1Y
52.6%

Paymentus Holdings, Inc. (NYSE:PAY) Just Beat Earnings: Here's What Analysts Think Will Happen Next

Aug 08
Paymentus Holdings, Inc. (NYSE:PAY) Just Beat Earnings: Here's What Analysts Think Will Happen Next
MA
US$574.32
Mastercard
7D
2.6%
1Y
25.7%
V
US$336.78
Visa
7D
-0.8%
1Y
29.7%
RKT
US$16.81
Rocket Companies
7D
1.6%
1Y
-6.5%
EQH
US$51.98
Equitable Holdings
7D
3.8%
1Y
34.8%
FOUR
US$81.61
Shift4 Payments
7D
-19.9%
1Y
14.3%
TOST
US$43.08
Toast
7D
-7.7%
1Y
82.3%
FIS
US$71.16
Fidelity National Information Services
7D
-9.2%
1Y
-8.3%
AFRM
US$72.33
Affirm Holdings
7D
8.9%
1Y
184.3%
BRK.A
US$698,040.10
Berkshire Hathaway
7D
-1.9%
1Y
7.8%
PYPL
US$67.65
PayPal Holdings
7D
0.8%
1Y
4.5%
FI
US$133.24
Fiserv
7D
-1.5%
1Y
-17.5%