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U.S. Diversified Financial Industry Analysis

UpdatedApr 24, 2026
DataAggregated Company Financials
Companies132
  • 7D-1.5%
  • 3M-5.2%
  • 1Y-10.4%
  • YTD-8.7%

Over the last 7 days, the Diversified Financial industry has dropped 1.5%, driven by Mastercard declining 3.1%. Overall the industry is down 10% in 12 months. As for the next few years, earnings are expected to grow by 7.5% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 25 Apr 2026US$2.6tUS$711.5bUS$123.6b16.5x21x3.6x
Mon, 23 Mar 2026US$2.5tUS$710.0bUS$123.5b17.6x20.5x3.6x
Wed, 18 Feb 2026US$2.6tUS$706.2bUS$126.0b16x20.9x3.7x
Fri, 16 Jan 2026US$2.8tUS$695.3bUS$126.9b14.7x21.9x4x
Sun, 14 Dec 2025US$2.8tUS$695.1bUS$126.9b13.6x22.4x4.1x
Tue, 11 Nov 2025US$2.8tUS$696.6bUS$127.6b13.3x21.7x4x
Thu, 09 Oct 2025US$2.9tUS$687.5bUS$120.0b16.7x24.3x4.2x
Sat, 06 Sep 2025US$2.9tUS$686.6bUS$120.8b16.6x24.3x4.3x
Mon, 04 Aug 2025US$2.8tUS$684.2bUS$142.4b17.2x19.7x4.1x
Wed, 02 Jul 2025US$2.9tUS$681.3bUS$141.4b16.3x20.2x4.2x
Fri, 30 May 2025US$2.9tUS$679.2bUS$141.4b14.7x20.4x4.2x
Sun, 27 Apr 2025US$2.9tUS$672.9bUS$152.0b13.6x18.9x4.3x
Tue, 25 Mar 2025US$2.9tUS$672.5bUS$151.8b16x19.2x4.3x
Thu, 20 Feb 2025US$2.9tUS$643.1bUS$161.4b16.8x17.7x4.4x
Sat, 18 Jan 2025US$2.8tUS$667.6bUS$160.1b19.2x17.5x4.2x
Mon, 16 Dec 2024US$2.8tUS$667.6bUS$160.1b18x17.5x4.2x
Wed, 13 Nov 2024US$2.8tUS$668.1bUS$160.3b17.8x17.5x4.2x
Fri, 11 Oct 2024US$2.6tUS$660.7bUS$128.0b15.9x20.6x4x
Sun, 08 Sep 2024US$2.6tUS$660.7bUS$128.0b15.6x20.1x3.9x
Tue, 06 Aug 2024US$2.4tUS$658.1bUS$133.1b14.1x18.2x3.7x
Thu, 04 Jul 2024US$2.4tUS$663.2bUS$131.7b13.9x18.2x3.6x
Sat, 01 Jun 2024US$2.4tUS$673.6bUS$131.5b14x18.3x3.6x
Mon, 29 Apr 2024US$2.4tUS$660.4bUS$148.6b14.4x16.4x3.7x
Wed, 27 Mar 2024US$2.5tUS$663.4bUS$147.6b15.9x16.9x3.8x
Fri, 23 Feb 2024US$2.4tUS$651.1bUS$110.6b14.2x22x3.7x
Sun, 21 Jan 2024US$2.3tUS$648.6bUS$107.0b13.5x21.5x3.5x
Tue, 19 Dec 2023US$2.3tUS$648.6bUS$107.0b14.1x21.1x3.5x
Thu, 16 Nov 2023US$2.1tUS$647.5bUS$107.8b13.3x19.8x3.3x
Sat, 14 Oct 2023US$2.1tUS$622.5bUS$106.8b12.1x19.5x3.3x
Mon, 11 Sep 2023US$2.2tUS$622.7bUS$106.8b12.4x20.3x3.5x
Wed, 09 Aug 2023US$2.2tUS$626.6bUS$107.8b13.5x20.1x3.5x
Fri, 07 Jul 2023US$2.1tUS$597.9bUS$31.2b11x67.5x3.5x
Sun, 04 Jun 2023US$2.0tUS$597.8bUS$31.2b10.6x64.8x3.4x
Tue, 02 May 2023US$2.0tUS$585.1bUS$6.8b10.4x301.7x3.5x
Price to Earnings Ratio

301.7x


Total Market Cap: US$2.0tTotal Earnings: US$6.8bTotal Revenue: US$585.1bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Diversified Financial Industry Price to Earnings3Y Average 27.4x202420252026
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 21.0x which is lower than its 3-year average PE of 27.6x.
  • The industry is trading close to its 3-year average PS ratio of 3.8x.
Past Earnings Growth
  • The earnings for companies in the Diversified Financial industry have grown 160% per year over the last three years.
  • Revenues for these companies have grown 6.7% 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 Market0.69%
Financials-0.52%
Diversified Financial-1.47%
Other Diversified Financial Services2.83%
Specialized Finance1.72%
Multi-Sector Holdings-0.91%
Transaction and Payment Processing Services-2.31%
Industry PE
  • Investors are most optimistic about the Specialized Finance industry which is trading above its 3-year average PE ratio.
    • Analysts are expecting annual earnings growth of 15.7%, which is higher than its past year's earnings growth of 1.1% per year.
  • Investors are most pessimistic about the Multi-Sector Holdings industry, which is trading below its 3-year average of 19.7x.
Forecasted Growth
  • Analysts are most optimistic on the Other Diversified Financial Services industry, expecting annual earnings growth of 24% over the next 5 years.
  • This is better than its past earnings decline of 2.0% per year.
  • In contrast, the Multi-Sector Holdings industry is expected to see its earnings decline by 3.4% 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
VOYA Voya FinancialUS$80.357.9%
+US$544.9m		36.1%PE12.1x
JXN Jackson FinancialUS$113.133.1%
+US$242.1m		47.4%PS1.2x
RELY Remitly GlobalUS$21.085.3%
+US$225.4m		5.1%PE65.4x
XYZ BlockUS$71.630.5%
+US$220.3m		23.3%PE32.7x
NMIH NMI HoldingsUS$41.166.0%
+US$177.4m		21.4%PE8.1x

Latest News

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MGIC Investment
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1Y
18.2%
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1Y
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GPN
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Global Payments
7D
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Global Payments: Cheap For A Reason Or Turnaround In The Making?

Apr 24
XYZ
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Block
7D
0.5%
1Y
23.3%
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2.5%
1Y
14.5%
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-6.5%
1Y
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FIS
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Fidelity National Information Services
7D
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1Y
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FIS: New Banking Partnerships And Dividend Increase Will Support Future Cash Generation

Analysts have slightly reduced their fair value estimate for Fidelity National Information Services from about $66.33 to $65.29. The change reflects minor adjustments to assumptions for the discount rate, revenue growth, profit margins and future P/E ratio that together modestly lower their overall price target.
RELY
US$21.08
Remitly Global
7D
5.3%
1Y
5.1%

RELY: CEO Transition And 2026 Outlook Will Shape Next Growth Phase

Analysts have nudged the fair value estimate for Remitly Global higher, with the price target moving from about $21.33 to $22.22. Recent research cites strong quarterly execution, raised 2026 outlooks, and continued confidence around customer growth and margin trends, despite the ongoing CEO transition.
BRK.A
US$704,760.00
Berkshire Hathaway
7D
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1Y
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Underperformance Doesn't Mean A Bargain: Berkshire Hathaway Still Isn't Cheap

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MA
US$504.17
Mastercard
7D
-3.3%
1Y
-5.5%
FISV
US$60.84
Fiserv
7D
-4.9%
1Y
-65.7%
V
US$309.42
Visa
7D
-2.4%
1Y
-7.7%

Visa 04-2026

Visa executes steadily on its three-pillar strategy: Consumer Payments volume growing 8-9% in constant dollars driven by secular cash-to-card conversion and cross-border recovery; CMS at ~20% initially decelerating to ~12% by FY30; VAS sustaining 20-25% growth before decelerating to ~15% by FY32 as the business matures. The DOJ antitrust case resolves with a monetary settlement and limited routing adjustments — painful but not structurally disruptive to the debit network economics.
VOYA
US$80.35
Voya Financial
7D
7.9%
1Y
36.1%

Voya Financial: Right On Fundamentals, But The Re-Rating Is Delayed (Rating Downgrade)

Apr 18
HASI
US$41.75
HA Sustainable Infrastructure Capital
7D
2.7%
1Y
66.5%
JXN
US$113.13
Jackson Financial
7D
3.1%
1Y
47.4%

JXN: Cautious Street Stance And Capital Returns Will Shape Future Upside Potential

Analysts have trimmed their fair value estimate for Jackson Financial to $114 from $118, reflecting updated views on revenue growth, profit margins, and a modestly higher discount rate, as well as expectations for a slightly higher future P/E multiple. Analyst Commentary Recent Street research on Jackson Financial has tilted more cautious, with multiple bearish analysts cutting their price targets and reinforcing a wait and see stance on the shares.
NMIH
US$41.16
NMI Holdings
7D
6.0%
1Y
21.4%

NMIH: Share Repurchases And Stable Earnings Assumptions Will Support Further Upside

Analysts have adjusted their targets on NMI Holdings amid mixed views on the outlook, with one firm lifting its price target by $2 and two others trimming theirs by $1 each as they weigh updated assumptions for revenue growth, profit margins, discount rates and future P/E levels. Analyst Commentary Recent Street research on NMI Holdings presents a mixed picture, with one firm lifting its target by $2 and JPMorgan and another bank trimming theirs by $1 each.