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U.S. Diversified Financial Industry Analysis

UpdatedMay 07, 2025
DataAggregated Company Financials
Companies122
  • 7D-1.2%
  • 3M-1.8%
  • 1Y19.6%
  • YTD4.8%

Over the last 7 days, the Diversified Financial industry has dropped 1.2%, driven by Berkshire Hathaway declining 4.2%. In the past year, the industry has gained 20%. Looking forward, earnings are forecast to grow by 3.8% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 07 May 2025US$2.9tUS$673.3bUS$141.7b14.2x20.2x4.2x
Fri, 04 Apr 2025US$3.0tUS$672.5bUS$151.9b14.7x19.6x4.4x
Sun, 02 Mar 2025US$3.0tUS$673.0bUS$152.2b16.6x19.8x4.5x
Tue, 28 Jan 2025US$2.8tUS$667.7bUS$160.1b19.1x17.8x4.3x
Thu, 26 Dec 2024US$2.8tUS$667.5bUS$160.0b17.8x17.6x4.2x
Sat, 23 Nov 2024US$2.8tUS$667.7bUS$160.1b18.6x17.6x4.2x
Mon, 21 Oct 2024US$2.7tUS$660.6bUS$127.9b15.8x21.2x4.1x
Wed, 18 Sep 2024US$2.6tUS$660.8bUS$128.0b15.9x20.5x4x
Fri, 16 Aug 2024US$2.5tUS$660.4bUS$127.7b15.4x19.2x3.7x
Sun, 14 Jul 2024US$2.4tUS$663.3bUS$131.7b14.8x18.5x3.7x
Tue, 11 Jun 2024US$2.4tUS$673.5bUS$131.5b14.6x18.5x3.6x
Thu, 09 May 2024US$2.4tUS$672.4bUS$129.0b13.5x18.9x3.6x
Sat, 06 Apr 2024US$2.5tUS$659.2bUS$147.9b16.2x16.8x3.8x
Mon, 04 Mar 2024US$2.5tUS$663.5bUS$147.7b15.3x16.8x3.7x
Wed, 31 Jan 2024US$2.4tUS$649.4bUS$107.7b16.7x22x3.7x
Fri, 29 Dec 2023US$2.3tUS$648.7bUS$107.0b14x21.2x3.5x
Sun, 26 Nov 2023US$2.2tUS$648.6bUS$107.0b13.5x20.4x3.4x
Tue, 24 Oct 2023US$2.0tUS$627.8bUS$107.2b12.1x18.9x3.2x
Thu, 21 Sep 2023US$2.2tUS$622.1bUS$106.8b12.6x20.4x3.5x
Sat, 19 Aug 2023US$2.1tUS$621.6bUS$106.8b13.1x19.9x3.4x
Mon, 17 Jul 2023US$2.2tUS$598.0bUS$31.2b11.7x69.1x3.6x
Wed, 14 Jun 2023US$2.0tUS$597.9bUS$31.2b10.9x65.4x3.4x
Fri, 12 May 2023US$2.0tUS$597.1bUS$30.1b10.1x66.9x3.4x
Sun, 09 Apr 2023US$2.0tUS$583.6bUS$7.5b9.2x263.6x3.4x
Tue, 07 Mar 2023US$773.6bUS$386.6b-US$10,243,849,507.006.7x-75.5x2x
Thu, 02 Feb 2023US$770.1bUS$382.3bUS$17.0b6.6x45.3x2x
Sat, 31 Dec 2022US$757.2bUS$382.3bUS$17.0b5.4x44.6x2x
Mon, 28 Nov 2022US$778.9bUS$382.3bUS$17.0b6.3x45.9x2x
Wed, 26 Oct 2022US$710.4bUS$367.8bUS$28.9b6.4x24.5x1.9x
Fri, 23 Sep 2022US$647.5bUS$339.8bUS$18.0b7.8x35.9x1.9x
Sun, 21 Aug 2022US$716.4bUS$338.7bUS$21.7b6.5x33.1x2.1x
Tue, 19 Jul 2022US$667.8bUS$329.9bUS$88.5b5.7x7.5x2x
Thu, 16 Jun 2022US$669.5bUS$329.9bUS$88.0b6.3x7.6x2x
Sat, 14 May 2022US$741.1bUS$330.2bUS$89.3b6.9x8.3x2.2x
Price to Earnings Ratio

8.3x


Total Market Cap: US$741.1bTotal Earnings: US$89.3bTotal Revenue: US$330.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Diversified Financial Industry Price to Earnings3Y Average 34.3x202320242025
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 20.2x which is lower than its 3-year average PE of 34.3x.
  • The 3-year average PS ratio of 3.2x 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 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 Market0.85%
Financials0.78%
Diversified Financial-1.19%
Transaction and Payment Processing Services1.39%
Specialized Finance1.15%
Other Diversified Financial Services-3.53%
Multi-Sector Holdings-4.15%
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 55.5x.
    • Analysts are expecting annual earnings growth of 12.7%, which is lower than the prior year's growth of 19.2% 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 19% over the next 5 years.
  • This is better than its past earnings growth rate of 2.8% 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$558.993.6%
+US$17.5b
23.4%PE38.6x
V VisaUS$347.701.8%
+US$9.9b
25.8%PE33.1x
PYPL PayPal HoldingsUS$68.052.6%
+US$1.7b
3.2%PE14.6x
GPN Global PaymentsUS$79.283.5%
+US$651.6m
-28.5%PE12.5x
CRBG Corebridge FinancialUS$31.293.1%
+US$432.0m
4.2%PE25.2x
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Latest News

FIS

US$75.89

Fidelity National Information Services

7D

-3.5%

1Y

2.1%

GPN

US$79.28

Global Payments

7D

3.5%

1Y

-28.5%

CRBG

US$31.29

Corebridge Financial

7D

3.1%

1Y

4.2%

APO

US$129.31

Apollo Global Management

7D

-6.0%

1Y

14.3%

PAY

US$35.08

Paymentus Holdings

7D

7.4%

1Y

82.6%

BRK.A

US$768,000.00

Berkshire Hathaway

7D

-4.2%

1Y

25.6%

XYZ

US$47.29

Block

7D

-20.6%

1Y

-34.0%

V

US$347.70

Visa

7D

1.8%

1Y

25.8%

CPAY

US$326.29

Corpay

7D

0.6%

1Y

7.1%

WEX

US$122.34

WEX

7D

-7.1%

1Y

-42.2%

EQH

US$50.15

Equitable Holdings

7D

-1.7%

1Y

27.2%

FOUR

US$82.93

Shift4 Payments

7D

-7.7%

1Y

39.1%

TOST

US$35.20

Toast

7D

-2.8%

1Y

48.3%

PYPL

US$68.05

PayPal Holdings

7D

2.6%

1Y

3.2%