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U.S. Diversified Financial Industry Analysis

UpdatedJul 13, 2026
DataAggregated Company Financials
Companies136
  • 7D-1.9%
  • 3M5.5%
  • 1Y-3.8%
  • YTD-3.1%

Over the last 7 days, the Diversified Financial industry has dropped 1.9%, driven by a pullback from Berkshire Hathaway of 2.3%. The industry has fallen 3.8% in the last year. As for the next few years, earnings are expected to grow by 8.4% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 13 Jul 2026US$2.7tUS$719.5bUS$131.2b16x20.6x3.8x
Wed, 10 Jun 2026US$2.6tUS$719.5bUS$131.2b16.6x19.5x3.6x
Fri, 08 May 2026US$2.6tUS$715.5bUS$128.8b18.5x19.9x3.6x
Sun, 05 Apr 2026US$2.5tUS$711.2bUS$123.5b15.8x20.4x3.5x
Tue, 03 Mar 2026US$2.7tUS$708.8bUS$123.1b17.8x21.6x3.7x
Thu, 29 Jan 2026US$2.7tUS$697.2bUS$127.0b14.8x21.1x3.8x
Sat, 27 Dec 2025US$2.9tUS$695.0bUS$126.9b13.8x22.6x4.1x
Mon, 24 Nov 2025US$2.7tUS$696.8bUS$127.3b13.2x21.6x3.9x
Wed, 22 Oct 2025US$2.9tUS$687.0bUS$120.0b16.5x23.8x4.2x
Fri, 19 Sep 2025US$2.9tUS$689.2bUS$120.6b16.8x24.3x4.3x
Sun, 17 Aug 2025US$2.9tUS$686.4bUS$120.7b16x23.7x4.2x
Tue, 15 Jul 2025US$2.8tUS$680.5bUS$141.3b16.4x19.9x4.1x
Thu, 12 Jun 2025US$2.9tUS$679.4bUS$141.4b15.9x20.6x4.3x
Sat, 10 May 2025US$2.9tUS$678.5bUS$141.1b15x20.4x4.2x
Mon, 07 Apr 2025US$2.7tUS$672.3bUS$151.9b13.9x17.7x4x
Wed, 05 Mar 2025US$3.0tUS$673.0bUS$152.2b16.1x19.7x4.5x
Fri, 31 Jan 2025US$2.9tUS$668.8bUS$160.7b18x18x4.3x
Sun, 29 Dec 2024US$2.8tUS$667.6bUS$160.0b17.6x17.5x4.2x
Tue, 26 Nov 2024US$2.8tUS$667.7bUS$160.1b18.7x17.5x4.2x
Thu, 24 Oct 2024US$2.7tUS$661.0bUS$127.3b15.7x21.1x4.1x
Sat, 21 Sep 2024US$2.6tUS$660.8bUS$128.0b16.1x20.6x4x
Mon, 19 Aug 2024US$2.5tUS$660.4bUS$127.8b15.7x19.6x3.8x
Wed, 17 Jul 2024US$2.5tUS$663.3bUS$131.7b15x18.9x3.8x
Fri, 14 Jun 2024US$2.4tUS$673.5bUS$131.5b13.8x18.2x3.6x
Sun, 12 May 2024US$2.5tUS$673.4bUS$131.4b15.2x18.7x3.7x
Tue, 09 Apr 2024US$2.5tUS$659.2bUS$147.9b14.8x17x3.8x
Thu, 07 Mar 2024US$2.4tUS$663.0bUS$147.4b14.7x16.5x3.7x
Sat, 03 Feb 2024US$2.4tUS$650.0bUS$107.9b16.9x22.3x3.7x
Mon, 01 Jan 2024US$2.3tUS$648.5bUS$107.0b13.9x21.2x3.5x
Wed, 29 Nov 2023US$2.2tUS$648.7bUS$107.0b13.3x20.4x3.4x
Fri, 27 Oct 2023US$2.0tUS$629.9bUS$109.6b12.2x18.2x3.2x
Sun, 24 Sep 2023US$2.1tUS$622.1bUS$106.8b12.5x19.9x3.4x
Tue, 22 Aug 2023US$2.1tUS$621.6bUS$106.8b12.9x19.9x3.4x
Thu, 20 Jul 2023US$2.2tUS$598.0bUS$31.2b12.2x69.2x3.6x
Price to Earnings Ratio

69.2x


Total Market Cap: US$2.2tTotal Earnings: US$31.2bTotal Revenue: US$598.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Diversified Financial Industry Price to Earnings3Y Average 21.2x202420252026
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 21.2x.
  • 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 Market0.11%
Financials-0.74%
Diversified Financial-1.86%
Other Diversified Financial Services0.14%
Transaction and Payment Processing Services-1.52%
Multi-Sector Holdings-2.28%
Specialized Finance-6.54%
Industry PE
  • Investors are most optimistic about the Other Diversified Financial Services industry which is trading above its 3-year average PE ratio of 28.2x.
    • Analysts are expecting annual earnings growth of 35.4%, which is higher than its past year's earnings growth of 16.7% per year.
Forecasted Growth
  • Analysts are most optimistic on the Other Diversified Financial Services industry, expecting annual earnings growth of 35% over the next 5 years.
  • This is better than its past earnings growth rate of 17% 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
PYPL PayPal HoldingsUS$46.322.7%
+US$1.1b		-37.3%PE8.1x
JXN Jackson FinancialUS$116.766.8%
+US$516.1m		32.6%PS1.4x
FIS Fidelity National Information ServicesUS$41.981.7%
+US$367.0m		-47.2%PE8.1x
JKHY Jack Henry & AssociatesUS$150.322.7%
+US$279.9m		-14.7%PE20.6x
WEX WEXUS$157.505.2%
+US$271.5m		4.0%PE17.6x

Latest News

XYZ
US$77.30
Block
7D
-2.1%
1Y
12.6%
PAYP
US$15.50
PayPay
7D
2.2%
1Y
n/a
BRK.A
US$739,750.00
Berkshire Hathaway
7D
-2.3%
1Y
4.0%
APO
US$120.34
Apollo Global Management
7D
-1.5%
1Y
-19.0%
WEX
US$157.50
WEX
7D
5.2%
1Y
4.0%
JXN
US$116.76
Jackson Financial
7D
6.8%
1Y
32.6%
Narrative Update • Jul 10

JXN: Fair View Will Weigh Strong Annuity Momentum Against Ongoing Buybacks

The analyst price target for Jackson Financial has been raised by $4 to $118, with analysts pointing to expectations for stronger annuity sales, potential upside to buybacks, and updated assumptions for revenue growth, profit margins, and future P/E as key supports for the shift higher. Analyst Commentary on Jackson Financial Recent Street research on Jackson Financial highlights a mix of optimism around annuity demand and capital returns, alongside ongoing questions about how much of that story is already reflected in the stock's valuation.
VOYA
US$97.56
Voya Financial
7D
1.3%
1Y
32.9%
Narrative Update • Jul 10

VOYA: Activist Pressure And Takeover Optionality Will Shape Rerating Path

The fair value estimate for Voya Financial has been raised from $91.83 to $98.50 as analysts factor in refreshed price targets, updated Q2 earnings models, and generally supportive views on the company’s business mix and potential corporate actions. Analyst Commentary Recent Street research on Voya Financial points to a generally constructive backdrop, with most firms lifting price targets and refining models ahead of upcoming earnings and potential corporate developments.
RKT
US$14.39
Rocket Companies
7D
-7.5%
1Y
3.2%
Narrative Update • Jul 10

RKT: Integrated Platform Alliance Will Drive Future Real Estate Portal Leadership

Analysts now cite lower assumed revenue growth, a slightly softer profit margin outlook, and a more conservative future P/E multiple as reasons for trimming their fair value estimate for Rocket Companies stock from $25.00 to $22.50 per share. What’s in the News for Rocket Companies Benchmark initiated coverage on Rocket Companies with a Buy rating and a US$21 price target, highlighting its position in residential real estate and its potential as an online portal that could rival Zillow.
FISV
US$50.45
Fiserv
7D
-2.6%
1Y
-69.8%
Narrative Update • Jul 09

FISV: Future Upside Will Depend On AI Execution Under New Leadership

Fiserv's updated analyst price target has moved lower by $1.48 to reflect slightly higher discount rate assumptions, modestly softer revenue growth and margin expectations, and mostly unchanged future P/E inputs cited across recent research coverage. Analyst Commentary Recent research on Fiserv reflects a wide range of views, with many firms trimming price targets while keeping neutral or market perform ratings.
V
US$348.97
Visa
7D
-2.3%
1Y
-0.4%
MA
US$526.74
Mastercard
7D
-1.2%
1Y
-4.8%
PYPL
US$46.32
PayPal Holdings
7D
2.7%
1Y
-37.3%
FIS
US$41.98
Fidelity National Information Services
7D
1.7%
1Y
-47.2%
PAGS
US$9.25
PagSeguro Digital
7D
3.6%
1Y
6.7%
Narrative Update • Jul 07

PAGS: Balanced Sector Caution And Earnings Upgrade Will Shape Future Risk Reward Profile

Analysts have reduced their price target for PagSeguro Digital to about $8.52 from roughly $9.47. They cite a recalibrated outlook that combines more moderate revenue growth assumptions with slightly stronger profit margin expectations, as well as a modestly lower discount rate and future P/E multiple.
AFRM
US$83.42
Affirm Holdings
7D
-2.8%
1Y
30.2%
Narrative Update • Jul 07

AFRM: Future Returns Will Rely On Sustaining 100b GMV Without Execution Missteps

Affirm Holdings' updated analyst price target framework reflects a modest fair value trim to about $61 from roughly $63, as analysts factor in stronger growth and margin assumptions alongside a lower modeled P/E multiple and slightly reduced discount rate following a series of recent target lifts and one valuation-driven downgrade. Analyst Commentary Recent Street research on Affirm Holdings shows a split view, with several large firms lifting price targets while at least one high profile institution has taken a more measured stance on the stock after a strong run.
JKHY
US$150.32
Jack Henry & Associates
7D
2.7%
1Y
-14.7%