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U.S. Diversified Financial Industry Analysis

UpdatedMay 27, 2026
DataAggregated Company Financials
Companies135
  • 7D0.07%
  • 3M-0.6%
  • 1Y-10.4%
  • YTD-7.3%

The Diversified Financial industry has stayed flat over the last week. As for the longer term, the industry has declined 10% in the last year. Looking forward, earnings are forecast to grow by 8.0% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 27 May 2026US$2.6tUS$719.5bUS$131.2b17.9x19.8x3.6x
Fri, 24 Apr 2026US$2.6tUS$711.5bUS$123.6b16.5x21x3.6x
Sun, 22 Mar 2026US$2.5tUS$710.0bUS$123.5b17.6x20.5x3.6x
Tue, 17 Feb 2026US$2.6tUS$706.2bUS$126.0b15.8x20.9x3.7x
Thu, 15 Jan 2026US$2.8tUS$695.3bUS$127.0b14.4x21.8x4x
Sat, 13 Dec 2025US$2.8tUS$695.1bUS$126.9b13.6x22.4x4.1x
Mon, 10 Nov 2025US$2.8tUS$696.6bUS$127.6b13.1x21.8x4x
Wed, 08 Oct 2025US$2.9tUS$687.5bUS$120.0b16.3x24.2x4.2x
Fri, 05 Sep 2025US$2.9tUS$686.6bUS$120.8b16.6x24.3x4.3x
Sun, 03 Aug 2025US$2.8tUS$684.2bUS$142.4b17.2x19.7x4.1x
Tue, 01 Jul 2025US$2.9tUS$681.3bUS$141.4b16.3x20.2x4.2x
Thu, 29 May 2025US$2.9tUS$679.2bUS$141.4b14.8x20.5x4.3x
Sat, 26 Apr 2025US$2.9tUS$672.9bUS$152.0b13.6x18.9x4.3x
Mon, 24 Mar 2025US$2.9tUS$672.5bUS$151.8b15.7x19.2x4.3x
Wed, 19 Feb 2025US$2.9tUS$643.1bUS$161.4b16.8x17.7x4.4x
Fri, 17 Jan 2025US$2.8tUS$667.6bUS$160.1b19x17.4x4.2x
Sun, 15 Dec 2024US$2.8tUS$667.6bUS$160.1b18x17.5x4.2x
Tue, 12 Nov 2024US$2.8tUS$668.0bUS$160.3b18x17.2x4.1x
Thu, 10 Oct 2024US$2.6tUS$660.7bUS$128.0b16x20.4x4x
Sat, 07 Sep 2024US$2.6tUS$660.7bUS$128.0b15.6x20.1x3.9x
Mon, 05 Aug 2024US$2.4tUS$658.2bUS$133.1b14.7x18x3.6x
Wed, 03 Jul 2024US$2.4tUS$663.1bUS$131.7b13.7x18x3.6x
Fri, 31 May 2024US$2.4tUS$673.6bUS$131.5b14x18.3x3.6x
Sun, 28 Apr 2024US$2.4tUS$660.4bUS$148.6b14.4x16.4x3.7x
Tue, 26 Mar 2024US$2.5tUS$663.4bUS$147.6b15.3x17x3.8x
Thu, 22 Feb 2024US$2.4tUS$652.9bUS$110.6b14.2x21.9x3.7x
Sat, 20 Jan 2024US$2.3tUS$648.6bUS$107.0b13.5x21.4x3.5x
Mon, 18 Dec 2023US$2.2tUS$648.6bUS$107.0b14.5x21x3.5x
Wed, 15 Nov 2023US$2.1tUS$647.5bUS$108.5b13.6x19.4x3.3x
Fri, 13 Oct 2023US$2.1tUS$622.6bUS$106.8b12.5x19.7x3.4x
Sun, 10 Sep 2023US$2.2tUS$622.7bUS$106.8b12.4x20.3x3.5x
Tue, 08 Aug 2023US$2.2tUS$626.5bUS$107.8b13.5x20.2x3.5x
Thu, 06 Jul 2023US$2.1tUS$597.9bUS$31.2b11x67.9x3.5x
Sat, 03 Jun 2023US$2.0tUS$597.8bUS$31.2b10.6x64.8x3.4x
Price to Earnings Ratio

64.8x


Total Market Cap: US$2.0tTotal Earnings: US$31.2bTotal Revenue: US$597.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Diversified Financial Industry Price to Earnings3Y Average 23.1x202420252026
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 19.8x which is lower than its 3-year average PE of 23.1x.
  • 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 Market2.46%
Financials1.50%
Diversified Financial0.068%
Specialized Finance4.27%
Multi-Sector Holdings0.54%
Other Diversified Financial Services0.027%
Transaction and Payment Processing Services-0.60%
Industry PE
  • Investors are most optimistic about the Other Diversified Financial Services industry which is trading above its 3-year average PE ratio of 23.0x.
    • Analysts are expecting annual earnings growth of 33.5%, 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
BRK.A Berkshire HathawayUS$724.50k0.5%
+US$5.6b		-4.7%PE14.4x
RKT Rocket CompaniesUS$14.0410.8%
+US$3.9b		7.3%PE166.2x
GPN Global PaymentsUS$73.287.9%
+US$1.5b		-3.3%PE31.8x
AFRM Affirm HoldingsUS$69.276.1%
+US$1.3b		35.3%PE60.7x
KLAR Klarna GroupUS$16.9812.2%
+US$699.5m		n/aPS1.7x

Latest News

BRK.A
US$724,500.00
Berkshire Hathaway
7D
0.5%
1Y
-4.7%
Seeking Alpha • 1h

Berkshire Hathaway: The Fortress Is Getting Expensive To Defend

Summary Berkshire Hathaway Inc. reported Q1 operating earnings up 17.7% Y/Y, but cash drag and equity book rotation constrain upside. Abel's stewardship emphasizes a "core four" equity portfolio and strategic cash moat, with increased Japan exposure but limited transformative deployment. Share buybacks remain modest, and the unresolved Buffett estate overhang continues to cap BRK's valuation multiple. I reiterate a Hold rating on BRK, with a $519/share target and only 6.8% upside, as BRK is no longer positioned for outperformance versus the S&P 500. Read the full article on Seeking Alpha
CPAY
US$349.61
Corpay
7D
1.9%
1Y
4.9%
MA
US$493.01
Mastercard
7D
-1.3%
1Y
-14.2%
V
US$326.48
Visa
7D
-1.0%
1Y
-9.1%
Narrative Update • May 26

V: Preferred List Support Will Sustain Network Advantage Into New Partnerships

Visa's analyst fair value target has been adjusted slightly higher to about $399 as analysts factor in updated assumptions for discount rate, growth, profitability and future P/E, following a mix of recent target increases and reductions across Wall Street coverage. Analyst Commentary Recent research on Visa highlights a mix of higher and lower price targets, along with fresh initiations, which together help explain why the overall analyst fair value estimate has shifted only modestly.
AFRM
US$69.27
Affirm Holdings
7D
6.1%
1Y
35.3%
Narrative Update • May 26

AFRM: Expanding AI Commerce Partnerships Will Support Future Upside Potential

The analyst price target for Affirm Holdings in this update is set at $100, down from $110. This reflects analysts' use of a slightly lower revenue growth outlook alongside higher margin and lower P/E assumptions, following a series of mostly supportive research notes about the company and its recent analyst day.
RDN
US$35.72
Radian Group
7D
-4.2%
1Y
4.5%
GPN
US$73.28
Global Payments
7D
7.9%
1Y
-3.3%
Narrative Update • May 24

GPN: Worldpay Execution And FY26 Cash Generation Plan Will Drive Repricing

Global Payments' updated analyst fair value estimate has shifted from $101.88 to $94.92 as analysts factor in more moderate revenue and profit margin assumptions, a higher expected future P/E, and a series of reduced price targets and neutral ratings across recent research coverage. Analyst Commentary Recent research coverage on Global Payments has leaned cautious, with several firms lowering price targets and others maintaining or initiating Neutral ratings.
APO
US$129.91
Apollo Global Management
7D
-0.9%
1Y
-2.4%
KLAR
US$16.98
Klarna Group
7D
12.2%
1Y
n/a
FISV
US$55.61
Fiserv
7D
-0.7%
1Y
-65.3%
RKT
US$14.04
Rocket Companies
7D
10.8%
1Y
7.3%
FIS
US$42.22
Fidelity National Information Services
7D
-2.9%
1Y
-47.2%
JXN
US$106.18
Jackson Financial
7D
-1.8%
1Y
26.1%
CRBG
US$27.37
Corebridge Financial
7D
2.5%
1Y
-15.9%
JKHY
US$137.36
Jack Henry & Associates
7D
-2.2%
1Y
-25.6%
PAYP
US$19.61
PayPay
7D
2.5%
1Y
n/a