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U.S. Diversified Financial Industry Analysis

UpdatedJun 23, 2026
DataAggregated Company Financials
Companies135
  • 7D-0.7%
  • 3M2.9%
  • 1Y-7.9%
  • YTD-7.4%

The Diversified Financial industry has stayed flat over the last week. Unfortunately though, the industry is down 6.3% over the past 12 months. Earnings are forecast to grow by 8.2% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 23 Jun 2026US$2.6tUS$719.5bUS$131.2b14.6x19.8x3.6x
Thu, 21 May 2026US$2.6tUS$719.5bUS$131.2b18.1x19.7x3.6x
Sat, 18 Apr 2026US$2.6tUS$711.5bUS$123.6b18x21.1x3.7x
Mon, 16 Mar 2026US$2.6tUS$709.9bUS$123.5b17.6x20.8x3.6x
Wed, 11 Feb 2026US$2.7tUS$701.3bUS$126.7b15.2x21.3x3.9x
Fri, 09 Jan 2026US$2.9tUS$695.3bUS$127.0b14.3x22.6x4.1x
Sun, 07 Dec 2025US$2.8tUS$695.5bUS$127.1b13.6x21.9x4x
Tue, 04 Nov 2025US$2.8tUS$692.2bUS$125.6b14.8x21.9x4x
Thu, 02 Oct 2025US$2.9tUS$689.1bUS$120.6b16.9x23.9x4.2x
Sat, 30 Aug 2025US$2.9tUS$686.6bUS$120.8b16.9x24.3x4.3x
Mon, 28 Jul 2025US$2.9tUS$681.2bUS$141.4b18.8x20.4x4.2x
Wed, 25 Jun 2025US$2.9tUS$681.2bUS$141.4b16.5x20.4x4.2x
Fri, 23 May 2025US$2.9tUS$679.2bUS$141.3b14.9x20.4x4.2x
Sun, 20 Apr 2025US$2.8tUS$672.3bUS$152.0b14x18.5x4.2x
Tue, 18 Mar 2025US$2.9tUS$672.5bUS$152.5b15.2x18.8x4.3x
Thu, 13 Feb 2025US$2.9tUS$666.0bUS$162.2b16.9x18x4.4x
Sat, 11 Jan 2025US$2.8tUS$667.5bUS$160.1b18.4x17.2x4.1x
Mon, 09 Dec 2024US$2.8tUS$667.6bUS$160.1b18.2x17.8x4.3x
Wed, 06 Nov 2024US$2.6tUS$666.2bUS$163.1b16.7x16.2x4x
Fri, 04 Oct 2024US$2.6tUS$660.8bUS$128.0b15.7x20.4x4x
Sun, 01 Sep 2024US$2.6tUS$660.6bUS$128.0b16.6x20.6x4x
Tue, 30 Jul 2024US$2.4tUS$664.6bUS$132.7b14.8x18.4x3.7x
Thu, 27 Jun 2024US$2.4tUS$673.4bUS$131.5b13.5x18.4x3.6x
Sat, 25 May 2024US$2.4tUS$673.6bUS$131.5b14x18.4x3.6x
Mon, 22 Apr 2024US$2.4tUS$659.1bUS$147.8b14.6x16.3x3.7x
Wed, 20 Mar 2024US$2.5tUS$663.4bUS$147.6b14.6x17x3.8x
Fri, 16 Feb 2024US$2.4tUS$656.1bUS$111.8b14.3x21.7x3.7x
Sun, 14 Jan 2024US$2.3tUS$648.5bUS$107.0b13.3x21.3x3.5x
Tue, 12 Dec 2023US$2.2tUS$648.6bUS$107.0b13.4x20.7x3.4x
Thu, 09 Nov 2023US$2.1tUS$648.0bUS$107.1b12.6x19.5x3.2x
Sat, 07 Oct 2023US$2.1tUS$622.5bUS$106.8b12.4x19.5x3.4x
Mon, 04 Sep 2023US$2.2tUS$595.0bUS$106.4b12.8x20.3x3.6x
Wed, 02 Aug 2023US$2.2tUS$600.2bUS$33.6b14.1x64.8x3.6x
Fri, 30 Jun 2023US$2.1tUS$597.9bUS$31.2b11.1x66.6x3.5x
Price to Earnings Ratio

66.6x


Total Market Cap: US$2.1tTotal Earnings: US$31.2bTotal Revenue: US$597.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Diversified Financial Industry Price to Earnings3Y Average 22x202420252026
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 22.0x.
  • 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 61% per year over the last three years.
  • Revenues for these companies have grown 6.4% 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-1.82%
Financials0.50%
Diversified Financial-0.70%
Specialized Finance2.95%
Transaction and Payment Processing Services-0.41%
Other Diversified Financial Services-0.55%
Multi-Sector Holdings-1.03%
Industry PE
  • Investors are most optimistic about the Other Diversified Financial Services industry which is trading above its 3-year average PE ratio of 26.1x.
    • Analysts are expecting annual earnings growth of 33.4%, which is higher than its past year's earnings growth of 13.2% per year.
Forecasted Growth
  • Analysts are most optimistic on the Other Diversified Financial Services industry, expecting annual earnings growth of 33% over the next 5 years.
  • This is better than its past earnings growth rate of 13% 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
V VisaUS$326.600.9%
+US$5.2b		-5.0%PE27.9x
SEZL SezzleUS$156.477.1%
+US$348.0m		7.9%PE35.5x
RELY Remitly GlobalUS$20.665.2%
+US$216.9m		3.9%PE41.2x
KLAR Klarna GroupUS$17.972.1%
+US$139.9m		n/aPS1.8x
HASI HA Sustainable Infrastructure CapitalUS$39.242.6%
+US$129.1m		53.4%PE93x

Latest News

V
US$326.60
Visa
7D
0.9%
1Y
-5.0%
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86.8%
1Y
-54.4%
GPN
US$65.09
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1Y
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RELY
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7D
5.2%
1Y
3.9%
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SEZL
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Sezzle
7D
7.1%
1Y
7.9%
FIS
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Fidelity National Information Services
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-3.2%
1Y
-53.1%
XYZ
US$73.07
Block
7D
-1.7%
1Y
14.9%
KLAR
US$17.97
Klarna Group
7D
2.1%
1Y
n/a
MA
US$484.09
Mastercard
7D
-1.3%
1Y
-10.7%
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JKHY
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Jack Henry & Associates
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1Y
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Voya Financial
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1.3%
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-0.7%
1Y
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AFRM
US$72.20
Affirm Holdings
7D
0.4%
1Y
16.1%
BRK.A
US$734,399.99
Berkshire Hathaway
7D
-1.0%
1Y
0.3%
RKT
US$13.34
Rocket Companies
7D
-4.1%
1Y
-9.2%
HASI
US$39.24
HA Sustainable Infrastructure Capital
7D
2.6%
1Y
53.4%