Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

U.S. Diversified Financial Industry Analysis

UpdatedNov 07, 2025
DataAggregated Company Financials
Companies132
  • 7D0.4%
  • 3M-1.3%
  • 1Y0.6%
  • YTD0.3%

Last week, the Diversified Financial industry hasn't moved much but Berkshire Hathaway is up 3.1% in that time. Furthermore, the industry has been flat for the past year as well. Earnings are forecast to grow by 9.3% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 07 Nov 2025US$2.8tUS$695.6bUS$127.3b14.2x21.8x4x
Sun, 05 Oct 2025US$2.9tUS$686.8bUS$120.0b16.5x24.2x4.2x
Tue, 02 Sep 2025US$3.0tUS$686.6bUS$120.8b16.9x24.4x4.3x
Thu, 31 Jul 2025US$2.8tUS$682.8bUS$141.9b17.4x20x4.2x
Sat, 28 Jun 2025US$2.8tUS$681.2bUS$141.4b16.3x20.1x4.2x
Mon, 26 May 2025US$2.9tUS$679.2bUS$141.4b14.5x20.2x4.2x
Wed, 23 Apr 2025US$2.8tUS$672.4bUS$152.0b14x18.1x4.1x
Fri, 21 Mar 2025US$2.9tUS$672.5bUS$151.8b15.7x19.3x4.4x
Sun, 16 Feb 2025US$2.9tUS$669.0bUS$165.8b16.8x17.8x4.4x
Tue, 14 Jan 2025US$2.7tUS$667.5bUS$160.1b18.8x16.8x4x
Thu, 12 Dec 2024US$2.8tUS$667.7bUS$160.1b18.2x17.6x4.2x
Sat, 09 Nov 2024US$2.7tUS$667.6bUS$160.2b17.7x17.1x4.1x
Mon, 07 Oct 2024US$2.6tUS$660.8bUS$128.0b16x20.6x4x
Wed, 04 Sep 2024US$2.6tUS$660.6bUS$127.9b16.3x20.6x4x
Fri, 02 Aug 2024US$2.5tUS$667.2bUS$133.0b15.7x18.7x3.7x
Sun, 30 Jun 2024US$2.4tUS$673.3bUS$131.5b13.4x18.1x3.5x
Tue, 28 May 2024US$2.4tUS$673.7bUS$131.6b14x18.4x3.6x
Thu, 25 Apr 2024US$2.5tUS$660.5bUS$148.5b14.3x16.5x3.7x
Sat, 23 Mar 2024US$2.5tUS$663.3bUS$147.6b15.6x17x3.8x
Mon, 19 Feb 2024US$2.4tUS$652.9bUS$110.6b14.3x22.1x3.7x
Wed, 17 Jan 2024US$2.3tUS$648.4bUS$107.0b13.6x21.3x3.5x
Fri, 15 Dec 2023US$2.3tUS$648.6bUS$107.0b14.3x21.2x3.5x
Sun, 12 Nov 2023US$2.1tUS$647.1bUS$108.5b12.9x19.3x3.2x
Tue, 10 Oct 2023US$2.1tUS$622.5bUS$106.8b12.5x19.5x3.3x
Thu, 07 Sep 2023US$2.2tUS$622.7bUS$106.8b12.3x20.6x3.5x
Sat, 05 Aug 2023US$2.1tUS$611.2bUS$30.1b13.8x71.1x3.5x
Mon, 03 Jul 2023US$2.1tUS$598.0bUS$31.2b11.2x67.4x3.5x
Wed, 31 May 2023US$2.0tUS$597.8bUS$31.2b10.5x63.2x3.3x
Fri, 28 Apr 2023US$2.0tUS$584.2bUS$7.5b10.3x271.9x3.5x
Sun, 26 Mar 2023US$1.9tUS$583.4bUS$7.4b11x258.9x3.3x
Tue, 21 Feb 2023US$764.6bUS$384.3bUS$16.1b7x47.4x2x
Thu, 19 Jan 2023US$759.2bUS$382.3bUS$17.0b6.9x44.7x2x
Sat, 17 Dec 2022US$735.1bUS$382.3bUS$17.0b5.8x43.3x1.9x
Mon, 14 Nov 2022US$762.6bUS$382.2bUS$16.9b7x45.2x2x
Price to Earnings Ratio

45.2x


Total Market Cap: US$762.6bTotal Earnings: US$16.9bTotal Revenue: US$382.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Diversified Financial Industry Price to Earnings3Y Average 34.8x202320242025
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 21.8x which is lower than its 3-year average PE of 34.8x.
  • The 3-year average PS ratio of 3.6x is lower than the industry's current PS ratio of 4.0x.
Past Earnings Growth
  • The earnings for companies in the Diversified Financial industry have grown 96% per year over the last three years.
  • Revenues for these companies have grown 22% 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-1.75%
Financials0.081%
Diversified Financial0.38%
Multi-Sector Holdings3.05%
Specialized Finance0.92%
Other Diversified Financial Services0.69%
Transaction and Payment Processing Services-1.29%
Industry PE
  • Investors are most optimistic about the Transaction and Payment Processing Services industry even though it's trading below its 3-year average PE ratio of 51.0x.
    • Analysts expect its future annual earnings growth (14.2%) to be largely in line with prior year's earnings growth.
  • 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 growth rate of 13% per year.
  • In contrast, the Multi-Sector Holdings industry is expected to see its earnings decline by 5.3% 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$739.90k3.1%
+US$31.6b		7.5%PE15.8x
APO Apollo Global ManagementUS$128.983.8%
+US$3.7b		-20.4%PE18.5x
CPAY CorpayUS$278.009.0%
+US$1.6b		-19.8%PE18.7x
TOST ToastUS$36.385.8%
+US$1.3b		11.4%PE78.4x
FIS Fidelity National Information ServicesUS$64.683.7%
+US$1.2b		-25.4%PE190.9x

Latest News

CRBG
US$29.91
Corebridge Financial
7D
-8.1%
1Y
-3.0%

Corebridge Financial, Inc. Just Missed Earnings - But Analysts Have Updated Their Models

Nov 07
Corebridge Financial, Inc. Just Missed Earnings - But Analysts Have Updated Their Models
EQH
US$44.87
Equitable Holdings
7D
-9.2%
1Y
-5.3%

Equitable Holdings, Inc. Just Reported A Surprise Loss: Here's What Analysts Think Will Happen Next

Nov 07
Equitable Holdings, Inc. Just Reported A Surprise Loss: Here's What Analysts Think Will Happen Next
BRK.A
US$739,900.00
Berkshire Hathaway
7D
3.1%
1Y
7.5%
APO
US$128.98
Apollo Global Management
7D
3.8%
1Y
-20.4%
TOST
US$36.38
Toast
7D
5.8%
1Y
11.4%
CHYM
US$18.09
Chime Financial
7D
6.1%
1Y
n/a
JKHY
US$163.08
Jack Henry & Associates
7D
8.8%
1Y
-9.4%
FIS
US$64.68
Fidelity National Information Services
7D
3.7%
1Y
-25.4%
GPN
US$76.37
Global Payments
7D
-2.9%
1Y
-31.8%
CPAY
US$278.00
Corpay
7D
9.0%
1Y
-19.8%
FI
US$61.63
Fiserv
7D
-5.5%
1Y
-70.5%
AFRM
US$65.96
Affirm Holdings
7D
-4.3%
1Y
35.2%

AFRM: Expanded Partnerships And International Reach Will Support Ongoing Upside Momentum

Analysts have slightly reduced their fair value estimate for Affirm Holdings from $96.31 to $96.14, citing moderating revenue growth and profit margin assumptions. This adjustment is offset by sustained optimism around the company’s expanding market position and solid quarterly execution.
PAY
US$36.14
Paymentus Holdings
7D
26.8%
1Y
37.6%
V
US$336.96
Visa
7D
-2.3%
1Y
10.2%
PYPL
US$66.26
PayPal Holdings
7D
-2.5%
1Y
-18.5%

Why PayPal’s Growth Story Isn’t Over

PayPal Stock: Growth Is Back, Dividend Introduced PayPal (NASDAQ: PYPL) delivered a stronger-than-expected Q3 2025 and, for the first time in its history, announced a quarterly dividend — signaling confidence in its ability to generate consistent free cash flow. Revenue climbed 7% year-over-year to $8.4 billion , while transaction margin dollars rose 6% to $3.9 billion.
XYZ
US$70.93
Block
7D
-4.0%
1Y
-5.8%