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U.S. Diversified Financial Industry Analysis

UpdatedJun 01, 2026
DataAggregated Company Financials
Companies135
  • 7D-0.9%
  • 3M-0.6%
  • 1Y-10.8%
  • YTD-7.6%

The Diversified Financial is pretty flat in the last 7 days, but Block has stood out, gaining 12%. Unfortunately though, the industry is down 11% over the past 12 months. Looking forward, earnings are forecast to grow by 8.3% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 02 Jun 2026US$2.6tUS$719.5bUS$131.2b17.7x19.7x3.6x
Thu, 30 Apr 2026US$2.6tUS$713.2bUS$125.0b17.1x20.7x3.6x
Sat, 28 Mar 2026US$2.5tUS$710.3bUS$123.6b15.4x20.5x3.6x
Mon, 23 Feb 2026US$2.7tUS$705.9bUS$124.7b17.8x21.3x3.8x
Wed, 21 Jan 2026US$2.7tUS$695.3bUS$126.9b14.1x21.7x4x
Fri, 19 Dec 2025US$2.8tUS$695.0bUS$126.9b13.7x22.3x4.1x
Sun, 16 Nov 2025US$2.8tUS$696.2bUS$127.6b13.2x21.7x4x
Tue, 14 Oct 2025US$2.8tUS$687.4bUS$120.0b15.6x23.5x4.1x
Thu, 11 Sep 2025US$2.9tUS$689.6bUS$120.7b16.5x24.1x4.2x
Sat, 09 Aug 2025US$2.8tUS$686.4bUS$122.0b16.3x22.8x4x
Mon, 07 Jul 2025US$2.9tUS$675.6bUS$141.3b16.4x20.3x4.2x
Wed, 04 Jun 2025US$2.9tUS$679.3bUS$141.4b14.9x20.5x4.3x
Fri, 02 May 2025US$2.9tUS$676.6bUS$152.3b13.7x19x4.3x
Sun, 30 Mar 2025US$2.9tUS$672.4bUS$151.9b15.3x19.2x4.3x
Tue, 25 Feb 2025US$2.9tUS$671.7bUS$152.1b16.4x19x4.3x
Thu, 23 Jan 2025US$2.8tUS$667.7bUS$160.1b19x17.7x4.3x
Sat, 21 Dec 2024US$2.8tUS$667.6bUS$160.1b18x17.2x4.1x
Mon, 18 Nov 2024US$2.8tUS$668.0bUS$160.2b18.8x17.5x4.2x
Wed, 16 Oct 2024US$2.7tUS$660.6bUS$128.0b15.7x20.9x4x
Fri, 13 Sep 2024US$2.6tUS$660.6bUS$128.0b15.5x20.1x3.9x
Sun, 11 Aug 2024US$2.4tUS$660.3bUS$127.7b14.9x19x3.7x
Tue, 09 Jul 2024US$2.4tUS$663.3bUS$131.7b13.8x18.3x3.6x
Thu, 06 Jun 2024US$2.4tUS$673.6bUS$131.5b14x18.3x3.6x
Sat, 04 May 2024US$2.4tUS$665.7bUS$150.5b15.8x15.9x3.6x
Mon, 01 Apr 2024US$2.5tUS$657.0bUS$147.9b16.2x17.1x3.8x
Wed, 28 Feb 2024US$2.5tUS$663.4bUS$147.8b16.5x16.7x3.7x
Fri, 26 Jan 2024US$2.3tUS$648.7bUS$107.0b16.6x21.8x3.6x
Sun, 24 Dec 2023US$2.3tUS$648.7bUS$107.0b14.2x21.1x3.5x
Tue, 21 Nov 2023US$2.1tUS$647.5bUS$107.4b14x20x3.3x
Thu, 19 Oct 2023US$2.1tUS$623.6bUS$107.0b12.5x19.4x3.3x
Sat, 16 Sep 2023US$2.2tUS$622.8bUS$106.8b12.7x20.7x3.6x
Mon, 14 Aug 2023US$2.2tUS$621.4bUS$106.0b13.2x20.4x3.5x
Wed, 12 Jul 2023US$2.1tUS$597.9bUS$31.2b11.3x68.5x3.6x
Fri, 09 Jun 2023US$2.0tUS$597.9bUS$31.2b10.7x64.9x3.4x
Price to Earnings Ratio

64.9x


Total Market Cap: US$2.0tTotal Earnings: US$31.2bTotal Revenue: US$597.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Diversified Financial Industry Price to Earnings3Y Average 22.9x202420252026
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 19.7x which is lower than its 3-year average PE of 22.9x.
  • 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 Market1.58%
Financials-0.41%
Diversified Financial-0.85%
Specialized Finance1.30%
Transaction and Payment Processing Services0.23%
Other Diversified Financial Services-0.80%
Multi-Sector Holdings-2.43%
Industry PE
  • Investors are most optimistic about the Other Diversified Financial Services industry which is trading above its 3-year average PE ratio of 23.6x.
    • Analysts are expecting annual earnings growth of 33.4%, which is higher than its past year's earnings growth of 9.7% per year.
Forecasted Growth
  • Analysts are most optimistic on the Specialized Finance industry, expecting annual earnings growth of 35% over the next 5 years.
  • This is better than its past earnings growth rate of 8.6% 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
XYZ BlockUS$76.1011.8%
+US$4.8b		23.2%PE56.1x
TOST ToastUS$27.7419.8%
+US$2.7b		-35.5%PE39x
AFRM Affirm HoldingsUS$72.9111.8%
+US$2.6b		37.8%PE63.8x
RKT Rocket CompaniesUS$14.182.8%
+US$1.1b		13.3%PE167.9x
CPAY CorpayUS$364.134.7%
+US$1.1b		13.1%PE20.3x

Latest News

BRK.A
US$705,160.57
Berkshire Hathaway
7D
-3.2%
1Y
-6.6%
MA
US$495.25
Mastercard
7D
-0.7%
1Y
-14.8%
PAYP
US$18.61
PayPay
7D
-2.6%
1Y
n/a
TOST
US$27.74
Toast
7D
19.8%
1Y
-35.5%
SEZL
US$122.54
Sezzle
7D
19.2%
1Y
8.9%
Narrative Update • Jun 01

SEZL: Earnings Guidance And AI Partnership Will Shape Balanced Risk Reward Outlook

Analysts have raised their fair value estimate for Sezzle to $108.00 from $82.00, citing updated views on revenue growth, profit margins, and future P/E, which are reflected in a series of recent price target increases across the Street. Analyst Commentary Recent Street research around Sezzle has centered on shifts in price targets, with several firms revisiting their assumptions on revenue growth, profitability, and future P/E.
V
US$322.77
Visa
7D
-1.9%
1Y
-11.6%
XYZ
US$76.10
Block
7D
11.8%
1Y
23.2%
CPAY
US$364.13
Corpay
7D
4.7%
1Y
13.1%
FISV
US$59.05
Fiserv
7D
3.4%
1Y
-63.5%
Narrative Update • May 30

FISV: Future Upside Will Rely On AI Execution And Margin Expansion

Analysts trimmed the Fiserv price target by about $15 to align with lower near term revenue assumptions after Q1 and a broad reset across the group, while still pointing to improving merchant feedback and slightly higher margin expectations in their updated models. Analyst Commentary Bullish Takeaways Bullish analysts see the updated models, including the US$65 price target from Morgan Stanley and the US$60 target from BMO, as reflecting a more balanced view of valuation that factors in recent revenue resets while still assigning value to Fiserv’s scale in payments and merchant acquiring.
RKT
US$14.18
Rocket Companies
7D
2.8%
1Y
13.3%
Narrative Update • May 29

RKT: Steady Assumptions And Filing Delay Will Support Future Upside Potential

Rocket Companies’ analyst price target is now $20.05, with analysts citing steady assumptions around revenue growth, profit margin, and a future P/E of about 33.9x as the basis for keeping the valuation view unchanged. What's in the News Rocket Companies disclosed that it will not be able to file its next Form 10-Q with the SEC by the required deadline on 05/12/2026.
PYPL
US$45.19
PayPal Holdings
7D
2.2%
1Y
-36.3%
AFRM
US$72.91
Affirm Holdings
7D
11.8%
1Y
37.8%
ESNT
US$56.67
Essent Group
7D
-6.8%
1Y
-1.5%
RDN
US$33.79
Radian Group
7D
-7.0%
1Y
0.5%
EQH
US$40.53
Equitable Holdings
7D
-4.8%
1Y
-23.1%
CRBG
US$26.57
Corebridge Financial
7D
-4.2%
1Y
-18.5%