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U.S. Diversified Financial Industry Analysis

UpdatedAug 20, 2025
DataAggregated Company Financials
Companies130
  • 7D1.9%
  • 3M-1.1%
  • 1Y14.5%
  • YTD4.7%

The Diversified Financial industry is up 1.9% in the last week, with Berkshire Hathaway up 3.2%. During this same period, the Apollo Global Management underperformed, falling 5.2%. This takes the industry's 12 month performance to a gain of 14%. 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, 21 Aug 2025US$2.9tUS$686.3bUS$120.7b16x23.7x4.2x
Sat, 19 Jul 2025US$2.8tUS$680.5bUS$141.3b16.6x20.1x4.2x
Mon, 16 Jun 2025US$2.8tUS$681.0bUS$141.4b15.5x20.1x4.2x
Wed, 14 May 2025US$2.9tUS$678.6bUS$141.1b16.1x20.7x4.3x
Fri, 11 Apr 2025US$2.8tUS$672.3bUS$151.9b14x18.7x4.2x
Sun, 09 Mar 2025US$2.9tUS$673.3bUS$152.4b16.2x18.9x4.3x
Tue, 04 Feb 2025US$2.9tUS$668.7bUS$161.2b16.9x17.9x4.3x
Thu, 02 Jan 2025US$2.8tUS$667.5bUS$160.1b16.9x17.3x4.1x
Sat, 30 Nov 2024US$2.9tUS$667.6bUS$160.1b18.6x18x4.3x
Mon, 28 Oct 2024US$2.7tUS$661.7bUS$127.6b15.3x20.8x4x
Wed, 25 Sep 2024US$2.6tUS$660.8bUS$128.0b16x20.6x4x
Fri, 23 Aug 2024US$2.5tUS$660.4bUS$127.8b16x19.7x3.8x
Sun, 21 Jul 2024US$2.5tUS$663.2bUS$131.7b14.5x18.8x3.7x
Tue, 18 Jun 2024US$2.3tUS$666.5bUS$131.5b13.6x17.9x3.5x
Thu, 16 May 2024US$2.5tUS$673.6bUS$131.5b13.8x18.7x3.6x
Sat, 13 Apr 2024US$2.4tUS$659.1bUS$147.8b14.3x16x3.6x
Mon, 11 Mar 2024US$2.5tUS$663.1bUS$147.4b14.9x16.6x3.7x
Wed, 07 Feb 2024US$2.4tUS$648.8bUS$107.9b17.1x22.3x3.7x
Fri, 05 Jan 2024US$2.3tUS$648.4bUS$107.0b13.8x21.1x3.5x
Sun, 03 Dec 2023US$2.2tUS$648.6bUS$107.0b13.6x20.6x3.4x
Tue, 31 Oct 2023US$2.0tUS$629.7bUS$109.4b13.2x18.3x3.2x
Thu, 28 Sep 2023US$2.1tUS$622.6bUS$106.8b12.2x19.7x3.4x
Sat, 26 Aug 2023US$2.2tUS$621.7bUS$106.8b12.8x20.2x3.5x
Mon, 24 Jul 2023US$2.2tUS$598.0bUS$31.3b12.3x69.2x3.6x
Wed, 21 Jun 2023US$2.1tUS$598.0bUS$31.2b11x65.9x3.4x
Fri, 19 May 2023US$2.0tUS$597.7bUS$31.2b10.6x65.6x3.4x
Sun, 16 Apr 2023US$2.0tUS$583.7bUS$7.5b9.8x271.2x3.5x
Tue, 14 Mar 2023US$733.3bUS$386.6b-US$10,252,609,507.005.5x-71.5x1.9x
Thu, 09 Feb 2023US$767.3bUS$382.5bUS$17.0b6.5x45.2x2x
Sat, 07 Jan 2023US$779.2bUS$382.3bUS$17.0b5.7x45.9x2x
Mon, 05 Dec 2022US$777.4bUS$382.3bUS$17.0b6.2x45.8x2x
Wed, 02 Nov 2022US$723.8bUS$367.8bUS$28.9b6.8x25x2x
Fri, 30 Sep 2022US$658.9bUS$367.8bUS$28.9b6x22.8x1.8x
Sun, 28 Aug 2022US$698.2bUS$340.1bUS$20.8b5.9x33.6x2.1x
Price to Earnings Ratio

33.6x


Total Market Cap: US$698.2bTotal Earnings: US$20.8bTotal Revenue: US$340.1bTotal 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 23.7x 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 4.2x.
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 Market-0.82%
Financials-0.15%
Diversified Financial1.88%
Multi-Sector Holdings3.19%
Transaction and Payment Processing Services1.59%
Specialized Finance0.39%
Other Diversified Financial Services-3.68%
Industry PE
  • Investors are most optimistic about the Other Diversified Financial Services industry which is trading above its 3-year average PE ratio of 13.9x.
    • Analysts are expecting annual earnings growth of 32.4%, 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$727.20k3.2%
+US$32.4b		8.1%PE16.6x
MA MastercardUS$592.682.6%
+US$13.4b		26.6%PE39.4x
FI FiservUS$139.115.1%
+US$3.7b		-17.2%PE22.4x
V VisaUS$343.930.4%
+US$2.7b		28.2%PE33x
DLO DLocalUS$14.7734.6%
+US$1.2b		74.2%PE29.7x

Latest News

FIS
US$69.76
Fidelity National Information Services
7D
-4.1%
1Y
-11.9%
DLO
US$14.77
DLocal
7D
34.6%
1Y
74.2%
PFSI
US$106.97
PennyMac Financial Services
7D
4.1%
1Y
8.4%
V
US$343.93
Visa
7D
0.4%
1Y
28.2%
BRK.A
US$727,200.00
Berkshire Hathaway
7D
3.2%
1Y
8.1%
HASI
US$27.88
HA Sustainable Infrastructure Capital
7D
3.6%
1Y
-10.2%
FOUR
US$90.25
Shift4 Payments
7D
3.8%
1Y
14.0%
APO
US$137.08
Apollo Global Management
7D
-5.2%
1Y
24.8%
CHYM
US$26.57
Chime Financial
7D
-11.4%
1Y
n/a
RKT
US$17.76
Rocket Companies
7D
-9.5%
1Y
-10.8%

Redfin And Mr Cooper Deals Will Test Risks And Upsides

Rocket Companies' net profit margin has surged while its future P/E ratio has sharply declined, signaling improved profitability and a more attractive valuation, prompting analysts to increase the consensus price target from $14.55 to $15.90. Valuation Changes Summary of Valuation Changes for Rocket Companies The Consensus Analyst Price Target has risen from $14.55 to $15.90.
XYZ
US$74.18
Block
7D
-3.6%
1Y
13.0%

Expanding Cash App Features And Bitcoin Initiatives Will Improve User Engagement

The upward revision in Block’s consensus price target is primarily driven by stronger projected revenue growth and a higher future P/E multiple, raising the fair value estimate from $75.72 to $82.40. What's in the News Cash App introduced "pools," a new group payment feature supporting contributions via Cash App, Apple Pay, and Google Pay, with phased rollout planned.
MA
US$592.68
Mastercard
7D
2.6%
1Y
26.6%
TOST
US$42.01
Toast
7D
-4.7%
1Y
74.8%

Integrated Digital Payments And Automation Will Unlock Future Opportunities

The Analyst Price Target for Toast rose notably from $44.64 to $49.38, primarily reflecting improved net profit margin, despite a slight deceleration in revenue growth forecasts. What's in the News American Express and Toast formed a multi-year strategic partnership to integrate their technologies, aiming to enhance personalized hospitality and guest experiences across their restaurant networks, including Resy, Tock, and Toast locations.
AFRM
US$72.98
Affirm Holdings
7D
-6.1%
1Y
145.3%
PYPL
US$68.08
PayPal Holdings
7D
-3.6%
1Y
-4.7%
FI
US$139.11
Fiserv
7D
5.1%
1Y
-17.2%