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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%

Over the last 7 days, the Diversified Financial industry has risen 2.1%, driven by gains in Berkshire Hathaway and Visa of 1.7% and 2.5%, respectively. Meanwhile, Fiserv actually underperformed within the industry, shrinking 7.8% in the last week. However, the industry is down 9.0% over the past year. 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
Wed, 17 Jun 2026US$2.6tUS$719.7bUS$131.2b14.7x19.7x3.6x
Fri, 15 May 2026US$2.6tUS$719.1bUS$130.9b18x19.7x3.6x
Sun, 12 Apr 2026US$2.5tUS$711.4bUS$123.6b15.4x20.5x3.6x
Tue, 10 Mar 2026US$2.6tUS$707.9bUS$122.9b18x21.5x3.7x
Thu, 05 Feb 2026US$2.7tUS$701.0bUS$128.8b15.6x21x3.9x
Sat, 03 Jan 2026US$2.8tUS$695.2bUS$127.0b13.7x22.4x4.1x
Mon, 01 Dec 2025US$2.8tUS$695.6bUS$127.1b14x22.1x4x
Wed, 29 Oct 2025US$2.9tUS$687.1bUS$120.2b16.5x23.8x4.2x
Fri, 26 Sep 2025US$2.9tUS$689.1bUS$120.6b16.7x23.9x4.2x
Sun, 24 Aug 2025US$2.9tUS$686.4bUS$120.7b16.5x24.2x4.3x
Tue, 22 Jul 2025US$2.8tUS$680.6bUS$141.3b17x20x4.2x
Thu, 19 Jun 2025US$2.9tUS$681.2bUS$141.4b15.6x20.2x4.2x
Sat, 17 May 2025US$2.9tUS$678.6bUS$141.1b15.4x20.6x4.3x
Mon, 14 Apr 2025US$2.8tUS$672.3bUS$151.9b14.2x18.6x4.2x
Wed, 12 Mar 2025US$2.8tUS$673.4bUS$152.5b14.5x18.6x4.2x
Fri, 07 Feb 2025US$2.9tUS$665.5bUS$161.7b17.7x18.1x4.4x
Sun, 05 Jan 2025US$2.8tUS$667.5bUS$160.1b17.8x17.4x4.2x
Tue, 03 Dec 2024US$2.8tUS$660.6bUS$160.1b18.4x17.8x4.3x
Thu, 31 Oct 2024US$2.7tUS$662.1bUS$127.5b15.7x20.8x4x
Sat, 28 Sep 2024US$2.6tUS$660.8bUS$128.0b16x20.3x3.9x
Mon, 26 Aug 2024US$2.5tUS$660.5bUS$127.8b16.3x19.8x3.8x
Wed, 24 Jul 2024US$2.5tUS$663.2bUS$131.7b14.6x18.9x3.8x
Fri, 21 Jun 2024US$2.4tUS$673.4bUS$131.5b13.7x18.3x3.6x
Sun, 19 May 2024US$2.5tUS$673.7bUS$131.5b14.4x18.9x3.7x
Tue, 16 Apr 2024US$2.3tUS$659.0bUS$147.8b14.3x15.8x3.5x
Thu, 14 Mar 2024US$2.5tUS$663.2bUS$147.4b14.9x16.8x3.7x
Sat, 10 Feb 2024US$2.4tUS$655.9bUS$111.6b14.1x21.6x3.7x
Mon, 08 Jan 2024US$2.3tUS$648.5bUS$107.0b13.7x21.2x3.5x
Wed, 06 Dec 2023US$2.2tUS$648.6bUS$107.0b13.4x20.5x3.4x
Fri, 03 Nov 2023US$2.0tUS$631.5bUS$109.5b11.1x18.6x3.2x
Sun, 01 Oct 2023US$2.1tUS$622.6bUS$106.8b12.2x19.6x3.4x
Tue, 29 Aug 2023US$2.2tUS$621.7bUS$106.8b12.8x20.2x3.5x
Thu, 27 Jul 2023US$2.2tUS$599.2bUS$32.1b13.4x67.7x3.6x
Sat, 24 Jun 2023US$2.1tUS$598.0bUS$31.2b10.7x65.6x3.4x
Price to Earnings Ratio

65.6x


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 22.2x202420252026
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 19.7x 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$742.39k1.7%
+US$18.0b		2.3%PE14.7x
V VisaUS$333.122.5%
+US$15.2b		-6.9%PE28.5x
MA MastercardUS$501.331.2%
+US$5.4b		-12.0%PE28.5x
XYZ BlockUS$74.689.4%
+US$3.8b		17.9%PE55.6x
APO Apollo Global ManagementUS$138.484.4%
+US$3.3b		4.6%PE69.1x

Latest News

FIS
US$39.50
Fidelity National Information Services
7D
-1.2%
1Y
-50.9%
PYPL
US$43.65
PayPal Holdings
7D
5.3%
1Y
-38.2%
Analysis Article • 8h

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V
US$333.12
Visa
7D
2.5%
1Y
-6.9%
Analysis Article • 11h

Visa (V) Stock Could Be 24.6% Undervalued After OpenAI And Stablecoin Push

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FISV
US$49.83
Fiserv
7D
-7.8%
1Y
-69.5%
WU
US$7.26
Western Union
7D
-2.3%
1Y
-13.9%
Narrative Update • Jun 15

WU: Digital Settlements And Retail Network Will Support Future Upside Potential

Analysts have adjusted their price target for Western Union to $11.00 from $13.81, reflecting updated views on fair value, discount rate, revenue growth, profit margin, and future P/E assumptions. What's in the News Western Union launched USDPT, a US dollar denominated stablecoin issued by Anchorage Digital Bank N.A. on the Solana blockchain.
APO
US$138.48
Apollo Global Management
7D
4.4%
1Y
4.6%
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Apollo Global: Temporary SRE Headwinds Mask Long-Term Earnings Growth

Summary Apollo Global presents a unique asset management and insurance model, blending traditional and innovative approaches for diversified growth. I see valuation as attractive given the company's differentiated business structure and potential for scalable returns. Key risks include execution challenges and insurance-specific headwinds that could impact Apollo's growth trajectory. My thesis supports a constructive outlook on Apollo, contingent on disciplined capital allocation and effective risk management. Read the full article on Seeking Alpha
PAYP
US$13.38
PayPay
7D
-8.3%
1Y
n/a
RKT
US$13.92
Rocket Companies
7D
5.6%
1Y
5.5%
WEX
US$131.27
WEX
7D
-11.5%
1Y
-7.8%
Narrative Update • Jun 13

WEX: AI Cost Savings And Fuel Exposure Will Shape Future Upside

Analysts now see fair value for WEX at $179.20, a shift supported by updated assumptions around the discount rate, revenue growth, profit margins, and future P/E, following recent research that included both a $160 target from Deutsche Bank and higher targets from other firms. Analyst Commentary Recent research on WEX shows a split view, with some analysts trimming targets and others raising them.
XYZ
US$74.68
Block
7D
9.4%
1Y
17.9%
CODI
US$10.14
Compass Diversified
7D
-4.7%
1Y
66.2%
MA
US$501.33
Mastercard
7D
1.2%
1Y
-12.0%
BRK.A
US$742,386.00
Berkshire Hathaway
7D
1.7%
1Y
2.3%
AFRM
US$74.67
Affirm Holdings
7D
14.7%
1Y
24.7%
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$51.85
Walker & Dunlop
7D
-2.0%
1Y
-21.4%
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.
NATL
US$43.98
NCR Atleos
7D
-0.9%
1Y
63.6%
Seeking Alpha • Jun 04

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Summary Following a proposal by Brink's to acquire NCR Atleos, NCR Atleos' share price is currently ~9% higher than pre-offer, while Brink's share price is ~20% lower than pre-offer. The market appears to be indicating the proposed offer is a good deal for NCR Atleos common stockholders and a poor deal (value destructive) for Brink's shareholders. Both NCR Atleos and Brink's shareholders are due to vote on the offer on June 30, and there is a possibility Brink's common stockholders could vote against the proposal. There is not a lot of upside for NCR Atleos shareholders to wait for completion of the offer in 2027, and considerable downside potential if the offer does not proceed. Selling NCR Atleos shares now would lock in a price ~9% above the pre-offer price, and considering the risks of holding on, the previous Buy is downgraded to a Sell. Read the full article on Seeking Alpha