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U.S. Diversified Financial Industry Analysis

UpdatedMay 29, 2025
DataAggregated Company Financials
Companies126
  • 7D0.2%
  • 3M-1.3%
  • 1Y23.7%
  • YTD6.1%

The Diversified Financial industry has stayed flat over the last week. The past year has been better, since the industry has gained 24% in that time. Looking forward, earnings are forecast to grow by 4.2% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 29 May 2025US$2.9tUS$679.2bUS$141.4b14.8x20.5x4.3x
Sat, 26 Apr 2025US$2.9tUS$672.9bUS$152.0b13.6x18.9x4.3x
Mon, 24 Mar 2025US$2.9tUS$672.5bUS$151.8b15.7x19.2x4.3x
Wed, 19 Feb 2025US$2.9tUS$643.1bUS$161.4b16.8x17.7x4.4x
Fri, 17 Jan 2025US$2.8tUS$667.6bUS$160.1b19x17.4x4.2x
Sun, 15 Dec 2024US$2.8tUS$667.6bUS$160.1b18x17.5x4.2x
Tue, 12 Nov 2024US$2.8tUS$668.0bUS$160.3b18x17.2x4.1x
Thu, 10 Oct 2024US$2.6tUS$660.7bUS$128.0b16x20.4x4x
Sat, 07 Sep 2024US$2.6tUS$660.7bUS$128.0b15.6x20.1x3.9x
Mon, 05 Aug 2024US$2.4tUS$658.2bUS$133.1b14.7x18x3.6x
Wed, 03 Jul 2024US$2.4tUS$663.1bUS$131.7b13.7x18x3.6x
Fri, 31 May 2024US$2.4tUS$673.6bUS$131.5b14x18.3x3.6x
Sun, 28 Apr 2024US$2.4tUS$660.4bUS$148.6b14.4x16.4x3.7x
Tue, 26 Mar 2024US$2.5tUS$663.4bUS$147.6b15.3x17x3.8x
Thu, 22 Feb 2024US$2.4tUS$652.9bUS$110.6b14.2x21.9x3.7x
Sat, 20 Jan 2024US$2.3tUS$648.6bUS$107.0b13.5x21.4x3.5x
Mon, 18 Dec 2023US$2.2tUS$648.6bUS$107.0b14.5x21x3.5x
Wed, 15 Nov 2023US$2.1tUS$647.5bUS$108.5b13.6x19.4x3.3x
Fri, 13 Oct 2023US$2.1tUS$622.6bUS$106.8b12.5x19.7x3.4x
Sun, 10 Sep 2023US$2.2tUS$622.7bUS$106.8b12.4x20.3x3.5x
Tue, 08 Aug 2023US$2.2tUS$626.5bUS$107.8b13.5x20.2x3.5x
Thu, 06 Jul 2023US$2.1tUS$597.9bUS$31.2b11x67.9x3.5x
Sat, 03 Jun 2023US$2.0tUS$597.8bUS$31.2b10.6x64.8x3.4x
Mon, 01 May 2023US$2.1tUS$585.0bUS$7.0b10.6x291.4x3.5x
Wed, 29 Mar 2023US$1.9tUS$583.4bUS$7.5b10.8x257.3x3.3x
Fri, 24 Feb 2023US$751.4bUS$384.8bUS$16.3b6.7x46.2x2x
Sun, 22 Jan 2023US$763.2bUS$382.3bUS$17.0b6.6x44.9x2x
Tue, 20 Dec 2022US$735.5bUS$382.3bUS$17.0b5.5x43.3x1.9x
Thu, 17 Nov 2022US$756.8bUS$382.2bUS$16.9b6.5x44.8x2x
Sat, 15 Oct 2022US$667.3bUS$367.8bUS$28.9b5.9x23.1x1.8x
Mon, 12 Sep 2022US$690.0bUS$340.0bUS$18.1b5.4x38.2x2x
Wed, 10 Aug 2022US$703.9bUS$333.8bUS$14.8b6.5x47.6x2.1x
Fri, 08 Jul 2022US$670.9bUS$329.5bUS$88.5b6.2x7.6x2x
Sun, 05 Jun 2022US$747.4bUS$329.9bUS$88.0b6.9x8.5x2.3x
Price to Earnings Ratio

8.5x


Total Market Cap: US$747.4bTotal Earnings: US$88.0bTotal Revenue: US$329.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Diversified Financial Industry Price to Earnings3Y Average 34.5x202320242025
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 20.5x which is lower than its 3-year average PE of 34.5x.
  • The 3-year average PS ratio of 3.3x is lower than the industry's current PS ratio of 4.3x.
Past Earnings Growth
  • The earnings for companies in the Diversified Financial industry have grown 17% per year over the last three years.
  • Revenues for these companies have grown 27% 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 Market0.79%
Financials0.66%
Diversified Financial0.23%
Other Diversified Financial Services0.92%
Transaction and Payment Processing Services0.82%
Multi-Sector Holdings-0.86%
Specialized Finance-2.15%
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 54.9x.
    • Analysts are expecting annual earnings growth of 12.7%, which is lower than the prior year's growth of 16.5% 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 24% over the next 5 years.
  • This is better than its past earnings decline of 32% per year.
  • In contrast, the Multi-Sector Holdings industry is expected to see its earnings decline by 12% 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$575.921.1%
+US$5.8b
30.2%PE39.8x
XYZ BlockUS$61.8111.5%
+US$3.9b
-5.7%PE14.5x
V VisaUS$359.730.4%
+US$2.7b
33.8%PE34.3x
AFRM Affirm HoldingsUS$50.687.3%
+US$1.1b
76.5%PS5.4x
APO Apollo Global ManagementUS$131.510.6%
+US$474.3m
16.2%PE22.3x
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Latest News

GPN

US$74.99

Global Payments

7D

-1.0%

1Y

-25.4%

DLO

US$11.05

DLocal

7D

-3.6%

1Y

19.8%

V

US$359.73

Visa

7D

0.4%

1Y

33.8%

APO

US$131.51

Apollo Global Management

7D

0.6%

1Y

16.2%

PAY

US$36.86

Paymentus Holdings

7D

-4.7%

1Y

93.4%

COOP

US$131.14

Mr. Cooper Group

7D

4.5%

1Y

61.6%

SEZL

US$111.37

Sezzle

7D

12.4%

1Y

748.0%

HASI

US$25.33

HA Sustainable Infrastructure Capital

7D

-5.9%

1Y

-21.0%

RELY

US$21.52

Remitly Global

7D

-3.7%

1Y

62.3%

XYZ

US$61.81

Block

7D

11.5%

1Y

-5.7%

MA

US$575.92

Mastercard

7D

1.1%

1Y

30.2%

FIS

US$79.97

Fidelity National Information Services

7D

1.0%

1Y

7.4%

BRK.A

US$754,820.00

Berkshire Hathaway

7D

-0.9%

1Y

24.0%