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U.S. Diversified Financial Industry Analysis

UpdatedJul 21, 2026
DataAggregated Company Financials
Companies136
  • 7D0.5%
  • 3M7.1%
  • 1Y-2.5%
  • YTD-1.4%

Over the last 7 days, the Diversified Financial industry has remained flat. In line with that, the industry has also been flat over the past 12 months. Looking forward, earnings are forecast to grow by 8.5% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 21 Jul 2026US$2.8tUS$719.6bUS$131.2b15.7x21x3.8x
Thu, 18 Jun 2026US$2.6tUS$719.6bUS$131.2b14.6x20.1x3.7x
Sat, 16 May 2026US$2.6tUS$719.1bUS$131.1b16.9x19.7x3.6x
Mon, 13 Apr 2026US$2.5tUS$711.4bUS$123.6b15.4x20.5x3.6x
Wed, 11 Mar 2026US$2.6tUS$707.9bUS$122.8b17.9x21.4x3.7x
Fri, 06 Feb 2026US$2.7tUS$689.0bUS$129.6b15.2x21x4x
Sun, 04 Jan 2026US$2.8tUS$695.2bUS$127.0b13.7x22.2x4x
Tue, 02 Dec 2025US$2.8tUS$695.6bUS$127.1b14x22.1x4x
Thu, 30 Oct 2025US$2.8tUS$688.2bUS$120.2b15.1x23.6x4.1x
Sat, 27 Sep 2025US$2.9tUS$689.1bUS$120.6b16.8x23.7x4.2x
Mon, 25 Aug 2025US$2.9tUS$686.4bUS$120.7b16.5x24.2x4.3x
Wed, 23 Jul 2025US$2.8tUS$680.6bUS$141.3b17.5x20.1x4.2x
Fri, 20 Jun 2025US$2.8tUS$681.2bUS$141.4b15.6x19.8x4.1x
Sun, 18 May 2025US$2.9tUS$678.6bUS$141.1b15.4x20.8x4.3x
Tue, 15 Apr 2025US$2.8tUS$672.3bUS$151.9b14.6x18.6x4.2x
Thu, 13 Mar 2025US$2.8tUS$672.4bUS$152.5b14.5x18.4x4.2x
Sat, 08 Feb 2025US$2.9tUS$665.8bUS$161.9b17.4x18.1x4.4x
Mon, 06 Jan 2025US$2.8tUS$667.5bUS$160.1b17.8x17.4x4.2x
Wed, 04 Dec 2024US$2.8tUS$660.6bUS$160.1b18.6x17.7x4.3x
Fri, 01 Nov 2024US$2.6tUS$663.1bUS$127.7b15.7x20.7x4x
Sun, 29 Sep 2024US$2.6tUS$660.3bUS$128.5b16x20.3x3.9x
Tue, 27 Aug 2024US$2.5tUS$660.5bUS$127.8b16.2x19.8x3.8x
Thu, 25 Jul 2024US$2.5tUS$663.9bUS$132.4b14.6x18.7x3.7x
Sat, 22 Jun 2024US$2.4tUS$673.4bUS$131.5b13.7x18.4x3.6x
Mon, 20 May 2024US$2.5tUS$673.7bUS$131.5b14.4x18.9x3.7x
Wed, 17 Apr 2024US$2.3tUS$658.9bUS$147.8b14.3x15.6x3.5x
Fri, 15 Mar 2024US$2.5tUS$663.2bUS$147.4b15.1x16.9x3.8x
Sun, 11 Feb 2024US$2.4tUS$656.0bUS$111.7b14.1x21.6x3.7x
Tue, 09 Jan 2024US$2.3tUS$648.5bUS$107.0b13.7x21.2x3.5x
Thu, 07 Dec 2023US$2.2tUS$648.6bUS$107.0b13.4x20.4x3.4x
Sat, 04 Nov 2023US$2.1tUS$632.3bUS$110.8b11.2x18.9x3.3x
Mon, 02 Oct 2023US$2.1tUS$622.6bUS$106.8b12.2x19.6x3.4x
Wed, 30 Aug 2023US$2.2tUS$622.7bUS$106.1b13x20.6x3.5x
Fri, 28 Jul 2023US$2.2tUS$599.2bUS$32.1b13.4x67.6x3.6x
Price to Earnings Ratio

67.6x


Total Market Cap: US$2.2tTotal Earnings: US$32.1bTotal Revenue: US$599.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Diversified Financial Industry Price to Earnings3Y Average 20.8x202420252026
Current Industry PE
  • Investors are relatively neutral on the American Diversified Financial industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 20.8x.
  • 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 60% per year over the last three years.
  • Revenues for these companies have grown 6.3% 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 Market-1.36%
Financials0.019%
Diversified Financial0.47%
Transaction and Payment Processing Services1.68%
Other Diversified Financial Services0.069%
Multi-Sector Holdings-1.16%
Specialized Finance-3.29%
Industry PE
  • Investors are most optimistic about the Other Diversified Financial Services industry which is trading above its 3-year average PE ratio of 29.1x.
    • Analysts are expecting annual earnings growth of 35.3%, which is higher than its past year's earnings growth of 16.7% per year.
Forecasted Growth
  • Analysts are most optimistic on the Specialized Finance industry, expecting annual earnings growth of 44% 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
MA MastercardUS$547.441.8%
+US$8.6b		-1.3%PE31.1x
PYPL PayPal HoldingsUS$56.8219.2%
+US$8.1b		-24.1%PE9.9x
V VisaUS$360.570.8%
+US$5.3b		2.7%PE30.8x
GPN Global PaymentsUS$82.377.2%
+US$1.5b		1.5%PE35.8x
TOST ToastUS$30.853.0%
+US$515.9m		-34.8%PE43.4x

Latest News

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1Y
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MA
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1Y
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APO
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Apollo Global Management
7D
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1Y
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PYPL
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7D
19.2%
1Y
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1Y
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V
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7D
0.8%
1Y
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TOST
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Toast
7D
3.0%
1Y
-34.8%
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PayPay
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-1.6%
1Y
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GPN
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Global Payments
7D
7.2%
1Y
1.5%
Narrative Update • Jul 10

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PRTH
US$6.36
Priority Technology Holdings
7D
-10.8%
1Y
-9.5%
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CPAY
US$369.28
Corpay
7D
2.0%
1Y
11.6%
DLO
US$14.71
DLocal
7D
-1.4%
1Y
35.0%
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