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U.S. Diversified Financial Industry Analysis

UpdatedAug 13, 2025
DataAggregated Company Financials
Companies129
  • 7D0.8%
  • 3M-3.9%
  • 1Y15.9%
  • YTD2.7%

The Diversified Financial industry has been flat over the last week, but Sezzle has lost 41%. As for the the longer term, the industry is up 16% over the past 12 months. As for the next few years, earnings are expected to grow by 9.8% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 13 Aug 2025US$2.8tUS$686.1bUS$120.9b16x23.1x4.1x
Fri, 11 Jul 2025US$2.9tUS$680.6bUS$141.3b16.5x20.3x4.2x
Sun, 08 Jun 2025US$2.9tUS$679.3bUS$141.4b15.2x20.6x4.3x
Tue, 06 May 2025US$2.9tUS$675.7bUS$143.1b14.3x20.4x4.3x
Thu, 03 Apr 2025US$3.0tUS$672.4bUS$151.9b15.9x19.5x4.4x
Sat, 01 Mar 2025US$3.0tUS$672.9bUS$152.2b16.6x19.4x4.4x
Mon, 27 Jan 2025US$2.8tUS$667.7bUS$160.1b19.1x17.6x4.2x
Wed, 25 Dec 2024US$2.8tUS$667.6bUS$160.0b17.8x17.6x4.2x
Fri, 22 Nov 2024US$2.8tUS$667.7bUS$160.1b17.8x17.5x4.2x
Sun, 20 Oct 2024US$2.7tUS$660.6bUS$127.9b15.8x21.2x4.1x
Tue, 17 Sep 2024US$2.6tUS$660.7bUS$128.0b15.7x20.3x3.9x
Thu, 15 Aug 2024US$2.4tUS$660.4bUS$127.7b15.2x19.1x3.7x
Sat, 13 Jul 2024US$2.4tUS$663.3bUS$131.7b14.8x18.3x3.6x
Mon, 10 Jun 2024US$2.4tUS$673.5bUS$131.5b14.4x18.6x3.6x
Wed, 08 May 2024US$2.4tUS$671.8bUS$129.0b13.8x18.9x3.6x
Fri, 05 Apr 2024US$2.5tUS$657.0bUS$147.9b15.8x16.9x3.8x
Sun, 03 Mar 2024US$2.5tUS$663.5bUS$147.7b15.3x16.8x3.7x
Tue, 30 Jan 2024US$2.4tUS$649.4bUS$107.7b16.8x21.9x3.6x
Thu, 28 Dec 2023US$2.3tUS$648.8bUS$107.0b14.1x21.2x3.5x
Sat, 25 Nov 2023US$2.2tUS$648.6bUS$107.0b13.5x20.4x3.4x
Mon, 23 Oct 2023US$2.0tUS$627.8bUS$107.1b12.2x19x3.2x
Wed, 20 Sep 2023US$2.2tUS$622.1bUS$106.8b12.6x20.6x3.5x
Fri, 18 Aug 2023US$2.1tUS$621.6bUS$106.8b13.1x20x3.4x
Sun, 16 Jul 2023US$2.2tUS$598.0bUS$31.2b11.7x69.1x3.6x
Tue, 13 Jun 2023US$2.0tUS$597.9bUS$31.2b10.8x65.3x3.4x
Thu, 11 May 2023US$2.0tUS$600.0bUS$34.0b10.7x59.3x3.4x
Sat, 08 Apr 2023US$2.0tUS$583.6bUS$7.5b9.2x263.6x3.4x
Mon, 06 Mar 2023US$770.3bUS$386.6b-US$10,243,849,507.006.8x-75.2x2x
Wed, 01 Feb 2023US$771.6bUS$382.3bUS$17.0b6.4x45.4x2x
Fri, 30 Dec 2022US$757.4bUS$382.3bUS$17.0b5.4x44.6x2x
Sun, 27 Nov 2022US$778.9bUS$382.3bUS$17.0b6.3x45.9x2x
Tue, 25 Oct 2022US$692.6bUS$367.8bUS$28.9b6.3x23.9x1.9x
Thu, 22 Sep 2022US$653.0bUS$339.8bUS$18.0b7.8x36.2x1.9x
Sat, 20 Aug 2022US$716.3bUS$338.7bUS$21.7b6.5x33.1x2.1x
Price to Earnings Ratio

33.1x


Total Market Cap: US$716.3bTotal Earnings: US$21.7bTotal Revenue: US$338.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Diversified Financial Industry Price to Earnings3Y Average 35.2x202320242025
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 23.1x which is lower than its 3-year average PE of 35.2x.
  • The 3-year average PS ratio of 3.4x is lower than the industry's current PS ratio of 4.1x.
Past Earnings Growth
  • The earnings for companies in the Diversified Financial industry have grown 77% 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 Market2.21%
Financials1.69%
Diversified Financial0.81%
Specialized Finance5.68%
Multi-Sector Holdings1.41%
Other Diversified Financial Services1.26%
Transaction and Payment Processing Services0.19%
Industry PE
  • Investors are most optimistic about the Other Diversified Financial Services industry which is trading above its 3-year average PE ratio of 13.7x.
    • Analysts are expecting annual earnings growth of 32.7%, which is higher than its past year's earnings decline of 12.5% 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 33% over the next 5 years.
  • This is better than its past earnings decline of 12% per year.
  • In contrast, the Multi-Sector Holdings industry is expected to see its earnings decline by 5.3% 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
BRK.A Berkshire HathawayUS$704.70k1.4%
+US$14.3b		8.6%PE16.1x
MA MastercardUS$574.181.4%
+US$7.4b		25.0%PE38.2x
EQH Equitable HoldingsUS$54.847.7%
+US$1.1b		41.6%PE38.3x
GPN Global PaymentsUS$82.395.1%
+US$865.8m		-20.6%PE13.6x
RELY Remitly GlobalUS$19.4018.8%
+US$671.1m		39.0%PE284.1x

Latest News

CHYM
US$29.76
Chime Financial
7D
-12.0%
1Y
n/a
JXN
US$94.29
Jackson Financial
7D
9.1%
1Y
11.1%
EQH
US$54.84
Equitable Holdings
7D
7.7%
1Y
41.6%
APO
US$144.60
Apollo Global Management
7D
-0.6%
1Y
38.2%
GPN
US$82.39
Global Payments
7D
5.1%
1Y
-20.6%

Global Payments (NYSE:GPN) Has Announced A Dividend Of $0.25

Aug 09
Global Payments (NYSE:GPN) Has Announced A Dividend Of $0.25
XYZ
US$74.54
Block
7D
-1.0%
1Y
17.6%
STNE
US$15.19
StoneCo
7D
18.3%
1Y
15.1%
RELY
US$19.40
Remitly Global
7D
18.8%
1Y
39.0%
SEZL
US$89.14
Sezzle
7D
-41.3%
1Y
322.9%
MA
US$574.18
Mastercard
7D
1.4%
1Y
25.0%
CPAY
US$309.37
Corpay
7D
-2.9%
1Y
8.9%
V
US$336.74
Visa
7D
-0.2%
1Y
29.5%
TOST
US$44.07
Toast
7D
-7.6%
1Y
78.1%
AFRM
US$76.89
Affirm Holdings
7D
2.7%
1Y
192.9%
BRK.A
US$704,700.10
Berkshire Hathaway
7D
1.4%
1Y
8.6%
FI
US$132.32
Fiserv
7D
-1.5%
1Y
-18.6%