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U.S. Diversified Financial Industry Analysis

UpdatedMay 25, 2026
DataAggregated Company Financials
Companies135
  • 7D-0.6%
  • 3M1.1%
  • 1Y-8.6%
  • YTD-6.8%

Over the last 7 days, the Diversified Financial industry has remained flat, although notably Rocket Companies gained 5.8%. Unfortunately though, the industry is down 8.6% over the past 12 months. 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
Tue, 26 May 2026US$2.6tUS$719.5bUS$131.2b17.9x19.8x3.6x
Thu, 23 Apr 2026US$2.6tUS$711.5bUS$123.6b17.4x21x3.6x
Sat, 21 Mar 2026US$2.5tUS$710.0bUS$118.6b17.6x21.4x3.6x
Mon, 16 Feb 2026US$2.6tUS$706.2bUS$126.0b15.8x20.9x3.7x
Wed, 14 Jan 2026US$2.8tUS$695.3bUS$127.0b14.4x22.4x4.1x
Fri, 12 Dec 2025US$2.8tUS$695.1bUS$126.9b13.6x21.7x4x
Sun, 09 Nov 2025US$2.8tUS$696.6bUS$127.6b13.1x21.8x4x
Tue, 07 Oct 2025US$2.9tUS$687.5bUS$120.0b16.1x24.2x4.2x
Thu, 04 Sep 2025US$2.9tUS$686.6bUS$120.8b16.4x24.2x4.3x
Sat, 02 Aug 2025US$2.8tUS$684.2bUS$142.4b17.2x19.9x4.1x
Mon, 30 Jun 2025US$2.8tUS$681.2bUS$141.4b16.3x19.9x4.1x
Wed, 28 May 2025US$2.9tUS$679.2bUS$141.4b14.9x20.2x4.2x
Fri, 25 Apr 2025US$2.9tUS$672.6bUS$151.9b14x18.9x4.3x
Sun, 23 Mar 2025US$2.9tUS$672.5bUS$151.8b15.5x19.2x4.3x
Tue, 18 Feb 2025US$2.9tUS$669.0bUS$165.8b16.8x17.8x4.4x
Thu, 16 Jan 2025US$2.7tUS$667.6bUS$160.1b19.3x17x4.1x
Sat, 14 Dec 2024US$2.8tUS$667.6bUS$160.1b18x17.6x4.2x
Mon, 11 Nov 2024US$2.8tUS$668.0bUS$160.3b17.7x17.2x4.1x
Wed, 09 Oct 2024US$2.6tUS$660.7bUS$128.0b15.9x20.3x3.9x
Fri, 06 Sep 2024US$2.6tUS$660.7bUS$128.0b16x20.6x4x
Sun, 04 Aug 2024US$2.4tUS$658.2bUS$133.1b14.7x18.2x3.7x
Tue, 02 Jul 2024US$2.4tUS$673.2bUS$131.5b13.4x18.1x3.5x
Thu, 30 May 2024US$2.4tUS$673.6bUS$131.5b13.8x18.2x3.6x
Sat, 27 Apr 2024US$2.4tUS$660.4bUS$148.6b14.4x16.4x3.7x
Mon, 25 Mar 2024US$2.5tUS$663.3bUS$147.6b15.6x17x3.8x
Wed, 21 Feb 2024US$2.4tUS$652.9bUS$110.6b14.3x21.9x3.7x
Fri, 19 Jan 2024US$2.3tUS$648.6bUS$107.0b13.5x21.3x3.5x
Sun, 17 Dec 2023US$2.2tUS$648.6bUS$107.0b14.5x21x3.5x
Tue, 14 Nov 2023US$2.1tUS$647.4bUS$108.6b12.9x19.3x3.2x
Thu, 12 Oct 2023US$2.1tUS$622.6bUS$106.8b12.7x19.7x3.4x
Sat, 09 Sep 2023US$2.2tUS$622.7bUS$106.8b12.4x20.6x3.5x
Mon, 07 Aug 2023US$2.1tUS$610.2bUS$28.3b13.8x75.7x3.5x
Wed, 05 Jul 2023US$2.1tUS$598.0bUS$31.2b11.2x67.8x3.5x
Fri, 02 Jun 2023US$2.0tUS$597.8bUS$31.2b10.5x63.8x3.3x
Price to Earnings Ratio

63.8x


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 23.2x202420252026
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 23.2x.
  • 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 Market1.11%
Financials0.34%
Diversified Financial-0.58%
Specialized Finance0.32%
Multi-Sector Holdings-0.19%
Transaction and Payment Processing Services-0.84%
Other Diversified Financial Services-2.74%
Industry PE
  • Investors are most optimistic about the Other Diversified Financial Services industry which is trading above its 3-year average PE ratio of 22.7x.
    • 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
RKT Rocket CompaniesUS$13.795.8%
+US$2.1b		8.8%PE163.3x
GPN Global PaymentsUS$73.266.7%
+US$1.3b		-1.1%PE31.8x
KLAR Klarna GroupUS$16.576.6%
+US$385.7m		n/aPS1.6x
TOST ToastUS$23.162.3%
+US$301.4m		-45.5%PE32.6x
WEX WEXUS$150.565.6%
+US$276.0m		12.9%PE16.8x

Latest News

V
US$328.88
Visa
7D
-1.1%
1Y
-7.0%
STNE
US$11.00
StoneCo
7D
7.7%
1Y
-17.2%
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StoneCo: Fear Is Creating A Massive Valuation Disconnect

Summary StoneCo is reaffirmed as a Strong Buy, with robust fundamentals and a compelling valuation despite recent macro headwinds. STNE's capital ratio reduction to 17% unlocks capital for growth and buybacks, supporting a projected 30% shareholder yield in 2026. Macroeconomic risks, especially from the Iran conflict and elevated Selic rates, may pressure near-term earnings but do not undermine long-term growth prospects. Intrinsic value highlights significant upside versus the current levels, with the market demanding an excessive margin of safety that doesn't seem justified, even as Iran's risks are rising. Read the full article on Seeking Alpha
RDN
US$36.33
Radian Group
7D
-4.0%
1Y
9.2%
GPN
US$73.26
Global Payments
7D
6.7%
1Y
-1.1%
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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.
XYZ
US$68.08
Block
7D
-3.6%
1Y
15.9%
WEX
US$150.56
WEX
7D
5.6%
1Y
12.9%
TOST
US$23.16
Toast
7D
2.3%
1Y
-45.5%
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Summary Toast remains a compelling buy amid market rotation, with misunderstood growth and oversold shares despite robust fundamentals. TOST trades at 14.5x EV/FY26 adjusted EBITDA, with EBITDA growing over 30% y/y and stock-based comp declining to under 2% of market cap. Q1 revenue grew 22% y/y to $1.63B, showing no deceleration despite industry headwinds; 7k new paid locations added, up 22% y/y. Toast IQ and Toast Local are driving ARR up 26% y/y to $2.15B, with strong traction in marketing tools and expansion beyond restaurants. Read the full article on Seeking Alpha
APO
US$128.51
Apollo Global Management
7D
-4.1%
1Y
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MA
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Mastercard
7D
-1.4%
1Y
-11.5%
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Summary Mastercard delivered robust Q1 2026 results, with net revenue up 15.8% and adjusted EPS up 23.3% year-over-year, beating consensus for the 20th consecutive quarter. MA’s global business model, high margins, and expanding partnerships—such as with CIB in Egypt and Westpac in Australia—support sustained growth and resilience. At a forward P/E of 23.9, MA trades below its 10-year average, offering a potential 34% upside through June 2027 if it reverts to a fair value multiple of 31. Risks include the Credit Card Competition Act and AI-driven fraud, but MA’s international exposure and proactive technology investments mitigate these threats. Read the full article on Seeking Alpha
KLAR
US$16.57
Klarna Group
7D
6.6%
1Y
n/a
FISV
US$57.13
Fiserv
7D
0.8%
1Y
-64.1%
RKT
US$13.79
Rocket Companies
7D
5.8%
1Y
8.8%
BRK.A
US$728,641.00
Berkshire Hathaway
7D
-0.2%
1Y
-3.4%
AFRM
US$65.22
Affirm Holdings
7D
1.3%
1Y
32.3%
JXN
US$106.95
Jackson Financial
7D
-3.6%
1Y
32.2%
ACT
US$42.73
Enact Holdings
7D
-3.0%
1Y
21.5%