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U.S. Diversified Financial Industry Analysis

UpdatedJun 16, 2026
DataAggregated Company Financials
Companies136
  • 7D2.1%
  • 3M1.4%
  • 1Y-9.0%
  • YTD-6.7%

The Diversified Financial industry is up 2.1% in the last week, with Berkshire Hathaway up 2.1%. During this same period, the Fiserv underperformed, falling 9.1%. In the past year, the industry is down 9.0%. As for the next few years, earnings are expected to grow by 8.1% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 16 Jun 2026US$2.6tUS$719.7bUS$131.2b14.7x19.7x3.6x
Thu, 14 May 2026US$2.6tUS$718.9bUS$130.9b17.9x19.9x3.6x
Sat, 11 Apr 2026US$2.6tUS$711.4bUS$123.6b15.4x20.8x3.6x
Mon, 09 Mar 2026US$2.6tUS$707.8bUS$122.9b18.6x21.5x3.7x
Wed, 04 Feb 2026US$2.7tUS$700.5bUS$128.4b15.5x21.3x3.9x
Fri, 02 Jan 2026US$2.8tUS$695.1bUS$127.0b13.6x22.4x4.1x
Sun, 30 Nov 2025US$2.8tUS$695.6bUS$127.1b14x22.1x4x
Tue, 28 Oct 2025US$2.9tUS$686.5bUS$120.0b16.6x24x4.2x
Thu, 25 Sep 2025US$2.9tUS$689.2bUS$120.6b16.8x23.9x4.2x
Sat, 23 Aug 2025US$2.9tUS$686.4bUS$120.7b16.5x23.9x4.2x
Mon, 21 Jul 2025US$2.8tUS$680.5bUS$141.3b16.6x19.8x4.1x
Wed, 18 Jun 2025US$2.9tUS$681.2bUS$141.4b15.5x20.3x4.2x
Fri, 16 May 2025US$2.9tUS$678.6bUS$141.1b15.3x20.6x4.3x
Sun, 13 Apr 2025US$2.8tUS$672.3bUS$151.9b14.2x18.6x4.2x
Tue, 11 Mar 2025US$2.9tUS$673.3bUS$152.4b14.7x18.9x4.3x
Thu, 06 Feb 2025US$2.9tUS$663.8bUS$160.1b17.9x18.1x4.4x
Sat, 04 Jan 2025US$2.8tUS$667.5bUS$160.1b17.8x17.2x4.1x
Mon, 02 Dec 2024US$2.9tUS$667.7bUS$160.1b18.6x18x4.3x
Wed, 30 Oct 2024US$2.7tUS$662.1bUS$127.5b15.4x21x4x
Fri, 27 Sep 2024US$2.6tUS$660.8bUS$128.0b15.9x20.1x3.9x
Sun, 25 Aug 2024US$2.5tUS$660.5bUS$127.8b16.3x19.8x3.8x
Tue, 23 Jul 2024US$2.5tUS$663.2bUS$131.7b14.7x18.8x3.7x
Thu, 20 Jun 2024US$2.4tUS$673.4bUS$131.5b13.5x18.3x3.6x
Sat, 18 May 2024US$2.5tUS$673.6bUS$131.5b14.4x18.8x3.7x
Mon, 15 Apr 2024US$2.3tUS$659.1bUS$147.8b14.3x15.8x3.5x
Wed, 13 Mar 2024US$2.4tUS$631.2bUS$142.6b16.6x16.8x3.8x
Fri, 09 Feb 2024US$2.4tUS$655.7bUS$111.5b13.4x21.7x3.7x
Sun, 07 Jan 2024US$2.3tUS$648.5bUS$107.0b13.7x21.2x3.5x
Tue, 05 Dec 2023US$2.2tUS$648.6bUS$107.0b13.4x20.6x3.4x
Thu, 02 Nov 2023US$2.0tUS$631.1bUS$110.0b13.1x18.4x3.2x
Sat, 30 Sep 2023US$2.1tUS$622.6bUS$106.8b12.2x19.8x3.4x
Mon, 28 Aug 2023US$2.2tUS$621.7bUS$106.8b12.8x20.2x3.5x
Wed, 26 Jul 2023US$2.2tUS$598.1bUS$31.3b12.3x69.5x3.6x
Fri, 23 Jun 2023US$2.1tUS$598.0bUS$31.2b10.8x65.9x3.4x
Price to Earnings Ratio

65.9x


Total Market Cap: US$2.1tTotal Earnings: US$31.2bTotal Revenue: US$598.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Diversified Financial Industry Price to Earnings3Y Average 22.3x202420252026
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 22.3x.
  • 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 Market2.20%
Financials3.23%
Diversified Financial2.09%
Other Diversified Financial Services6.56%
Specialized Finance2.74%
Multi-Sector Holdings2.11%
Transaction and Payment Processing Services1.44%
Industry PE
  • Investors are most optimistic about the Other Diversified Financial Services industry which is trading above its 3-year average PE ratio of 25.2x.
    • Analysts are expecting annual earnings growth of 33.4%, which is higher than its past year's earnings growth of 13.2% per year.
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 growth rate of 13% 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
BRK.A Berkshire HathawayUS$742.05k2.1%
+US$22.1b		0.8%PE14.7x
V VisaUS$323.821.3%
+US$7.8b		-8.9%PE27.7x
APO Apollo Global ManagementUS$136.116.7%
+US$4.9b		1.5%PE67.9x
RKT Rocket CompaniesUS$13.9112.6%
+US$4.4b		1.3%PE164.7x
MA MastercardUS$490.641.0%
+US$4.4b		-13.7%PE27.8x

Latest News

V
US$323.82
Visa
7D
1.3%
1Y
-8.9%
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FISV
US$47.91
Fiserv
7D
-9.1%
1Y
-70.9%
APO
US$136.11
Apollo Global Management
7D
6.7%
1Y
1.5%
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PAYP
US$14.25
PayPay
7D
-6.1%
1Y
n/a
RKT
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Rocket Companies
7D
12.6%
1Y
1.3%
UWMC
US$2.35
UWM Holdings
7D
-8.2%
1Y
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WEX
US$131.66
WEX
7D
-10.8%
1Y
-8.2%
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XYZ
US$74.35
Block
7D
6.3%
1Y
14.7%
FIS
US$38.97
Fidelity National Information Services
7D
-1.4%
1Y
-51.9%
MA
US$490.64
Mastercard
7D
1.0%
1Y
-13.7%
EQH
US$45.20
Equitable Holdings
7D
9.4%
1Y
-14.7%
BRK.A
US$742,046.00
Berkshire Hathaway
7D
2.1%
1Y
0.8%
AFRM
US$71.90
Affirm Holdings
7D
9.8%
1Y
18.2%
Narrative Update • Jun 09

AFRM: Expanded Funding And Commerce Partnerships Will Support Future Upside Potential

Analysts have lifted their targets on Affirm Holdings, with several firms nudging price objectives higher by low to mid single digit dollar amounts. They point to stronger projected Gross Merchandise Volume, supportive retail spending trends, and recent promotional activity as key drivers behind refreshed models.
WD
US$51.28
Walker & Dunlop
7D
-1.0%
1Y
-24.7%
Narrative Update • Jun 06

WD: Sun Belt Financing And Redevelopment Deals Will Support Future Upside

Analysts have kept their average price target for Walker & Dunlop broadly unchanged at about $68.67, reflecting only small tweaks to discount rate, revenue growth, profit margin, and future P/E assumptions rather than a shift in the overall outlook. What's in the News Recent analysis highlighted that Walker & Dunlop's net interest income has declined annually over the last five years, while earnings per share fell 14.4% annually and tangible book value per share declined 7.5% annually over the same period.
ILLR
US$0.18
Triller Group
7D
-44.5%
1Y
-72.8%
IMXI
US$14.78
International Money Express
7D
-2.1%
1Y
44.1%