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U.S. Diversified Financial Industry Analysis

UpdatedAug 14, 2025
DataAggregated Company Financials
Companies129
  • 7D1.7%
  • 3M-3.2%
  • 1Y16.5%
  • YTD4.3%

The Diversified Financial industry is up 1.7% in the last week, with Berkshire Hathaway up 2.2%. This takes the industry's 12 month performance to a gain of 16%. Earnings are forecast to grow by 9.9% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 14 Aug 2025US$2.8tUS$686.1bUS$120.9b16.4x23.4x4.1x
Sat, 12 Jul 2025US$2.9tUS$680.6bUS$141.3b16.5x20.3x4.2x
Mon, 09 Jun 2025US$2.9tUS$674.3bUS$141.4b15.2x20.4x4.3x
Wed, 07 May 2025US$2.9tUS$673.3bUS$141.7b14.2x20.2x4.2x
Fri, 04 Apr 2025US$3.0tUS$672.5bUS$151.9b14.7x19.6x4.4x
Sun, 02 Mar 2025US$3.0tUS$673.0bUS$152.2b16.6x19.8x4.5x
Tue, 28 Jan 2025US$2.8tUS$667.7bUS$160.1b19.1x17.8x4.3x
Thu, 26 Dec 2024US$2.8tUS$667.5bUS$160.0b17.8x17.6x4.2x
Sat, 23 Nov 2024US$2.8tUS$667.7bUS$160.1b18.6x17.6x4.2x
Mon, 21 Oct 2024US$2.7tUS$660.6bUS$127.9b15.8x21.2x4.1x
Wed, 18 Sep 2024US$2.6tUS$660.8bUS$128.0b15.9x20.5x4x
Fri, 16 Aug 2024US$2.5tUS$660.4bUS$127.7b15.4x19.2x3.7x
Sun, 14 Jul 2024US$2.4tUS$663.3bUS$131.7b14.8x18.5x3.7x
Tue, 11 Jun 2024US$2.4tUS$673.5bUS$131.5b14.6x18.5x3.6x
Thu, 09 May 2024US$2.4tUS$672.4bUS$129.0b13.5x18.9x3.6x
Sat, 06 Apr 2024US$2.5tUS$659.2bUS$147.9b16.2x16.8x3.8x
Mon, 04 Mar 2024US$2.5tUS$663.5bUS$147.7b15.3x16.8x3.7x
Wed, 31 Jan 2024US$2.4tUS$649.4bUS$107.7b16.7x22x3.7x
Fri, 29 Dec 2023US$2.3tUS$648.7bUS$107.0b14x21.2x3.5x
Sun, 26 Nov 2023US$2.2tUS$648.6bUS$107.0b13.5x20.4x3.4x
Tue, 24 Oct 2023US$2.0tUS$627.8bUS$107.2b12.1x18.9x3.2x
Thu, 21 Sep 2023US$2.2tUS$622.1bUS$106.8b12.6x20.4x3.5x
Sat, 19 Aug 2023US$2.1tUS$621.6bUS$106.8b13.1x19.9x3.4x
Mon, 17 Jul 2023US$2.2tUS$598.0bUS$31.2b11.7x69.1x3.6x
Wed, 14 Jun 2023US$2.0tUS$597.9bUS$31.2b10.9x65.4x3.4x
Fri, 12 May 2023US$2.0tUS$597.1bUS$30.1b10.1x66.9x3.4x
Sun, 09 Apr 2023US$2.0tUS$583.6bUS$7.5b9.2x263.6x3.4x
Tue, 07 Mar 2023US$773.6bUS$386.6b-US$10,243,849,507.006.7x-75.5x2x
Thu, 02 Feb 2023US$770.1bUS$382.3bUS$17.0b6.6x45.3x2x
Sat, 31 Dec 2022US$757.2bUS$382.3bUS$17.0b5.4x44.6x2x
Mon, 28 Nov 2022US$778.9bUS$382.3bUS$17.0b6.3x45.9x2x
Wed, 26 Oct 2022US$710.4bUS$367.8bUS$28.9b6.4x24.5x1.9x
Fri, 23 Sep 2022US$647.5bUS$339.8bUS$18.0b7.8x35.9x1.9x
Sun, 21 Aug 2022US$716.4bUS$338.7bUS$21.7b6.5x33.1x2.1x
Price to Earnings Ratio

33.1x


Total Market Cap: US$716.4bTotal 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 23.4x 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 Market1.92%
Financials1.94%
Diversified Financial1.67%
Specialized Finance10.93%
Multi-Sector Holdings2.20%
Transaction and Payment Processing Services1.10%
Other Diversified Financial Services-1.08%
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 32.3%, 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 32% 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 5.2% 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
BRK.A Berkshire HathawayUS$715.49k2.2%
+US$22.3b		8.2%PE16.4x
MA MastercardUS$577.901.5%
+US$7.9b		25.6%PE38.5x
V VisaUS$342.550.8%
+US$5.4b		31.2%PE32.9x
RKT Rocket CompaniesUS$19.628.3%
+US$3.2b		2.9%PS8x
FIS Fidelity National Information ServicesUS$72.774.1%
+US$1.5b		-6.8%PE240.6x

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