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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%. As for the longer term, the industry has declined 8.6% in the last year. 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
Mon, 25 May 2026US$2.6tUS$719.5bUS$131.2b17.9x19.8x3.6x
Wed, 22 Apr 2026US$2.6tUS$711.5bUS$123.6b17.1x21.2x3.7x
Fri, 20 Mar 2026US$2.5tUS$710.1bUS$118.6b17.1x21.3x3.6x
Sun, 15 Feb 2026US$2.6tUS$706.2bUS$126.0b15.8x20.9x3.7x
Tue, 13 Jan 2026US$2.9tUS$695.3bUS$127.0b14.7x22.6x4.1x
Thu, 11 Dec 2025US$2.7tUS$695.5bUS$127.1b13.6x21.6x3.9x
Sat, 08 Nov 2025US$2.8tUS$696.2bUS$127.8b13.1x21.6x4x
Mon, 06 Oct 2025US$2.9tUS$686.8bUS$120.0b16.5x24.2x4.2x
Wed, 03 Sep 2025US$2.9tUS$686.5bUS$120.8b16.5x24.4x4.3x
Fri, 01 Aug 2025US$2.8tUS$682.8bUS$141.9b17.5x20x4.2x
Sun, 29 Jun 2025US$2.8tUS$681.2bUS$141.4b16.3x19.9x4.1x
Tue, 27 May 2025US$2.9tUS$679.2bUS$141.4b14.5x20.2x4.2x
Thu, 24 Apr 2025US$2.8tUS$672.6bUS$151.9b13.9x18.7x4.2x
Sat, 22 Mar 2025US$2.9tUS$672.5bUS$151.8b15.5x19.4x4.4x
Mon, 17 Feb 2025US$2.9tUS$669.0bUS$165.8b16.8x17.8x4.4x
Wed, 15 Jan 2025US$2.7tUS$667.6bUS$160.1b18.9x17x4.1x
Fri, 13 Dec 2024US$2.8tUS$667.6bUS$160.1b18.2x17.7x4.2x
Sun, 10 Nov 2024US$2.8tUS$668.0bUS$160.3b17.7x17.2x4.1x
Tue, 08 Oct 2024US$2.6tUS$660.8bUS$128.0b16x20.6x4x
Thu, 05 Sep 2024US$2.6tUS$660.6bUS$127.9b16.2x20.5x4x
Sat, 03 Aug 2024US$2.4tUS$658.2bUS$133.2b14.7x18.4x3.7x
Mon, 01 Jul 2024US$2.4tUS$673.3bUS$131.5b13.4x18.1x3.5x
Wed, 29 May 2024US$2.4tUS$673.7bUS$131.6b14.1x18.4x3.6x
Fri, 26 Apr 2024US$2.4tUS$660.3bUS$148.5b14.2x16.4x3.7x
Sun, 24 Mar 2024US$2.5tUS$663.3bUS$147.6b15.6x17x3.8x
Tue, 20 Feb 2024US$2.4tUS$652.9bUS$110.6b14.3x22.1x3.7x
Thu, 18 Jan 2024US$2.3tUS$648.4bUS$107.0b13.4x21.2x3.5x
Sat, 16 Dec 2023US$2.2tUS$648.6bUS$107.0b14.5x21x3.5x
Mon, 13 Nov 2023US$2.1tUS$647.2bUS$108.6b12.9x19.3x3.2x
Wed, 11 Oct 2023US$2.1tUS$622.6bUS$106.8b12.5x19.7x3.4x
Fri, 08 Sep 2023US$2.2tUS$622.7bUS$106.8b12.3x20.6x3.5x
Sun, 06 Aug 2023US$2.1tUS$611.2bUS$30.1b13.8x71.1x3.5x
Tue, 04 Jul 2023US$2.1tUS$598.0bUS$31.2b11.2x67.7x3.5x
Thu, 01 Jun 2023US$2.0tUS$597.7bUS$31.2b10.5x63x3.3x
Price to Earnings Ratio

63x


Total Market Cap: US$2.0tTotal Earnings: US$31.2bTotal Revenue: US$597.7bTotal 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
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Visa
7D
-1.1%
1Y
-7.0%
STNE
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StoneCo
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7.7%
1Y
-17.2%
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RDN
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Radian Group
7D
-4.0%
1Y
9.2%
GPN
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Global Payments
7D
6.7%
1Y
-1.1%
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XYZ
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Block
7D
-3.6%
1Y
15.9%
WEX
US$150.56
WEX
7D
5.6%
1Y
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TOST
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Toast
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2.3%
1Y
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APO
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Apollo Global Management
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1Y
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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
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Enact Holdings
7D
-3.0%
1Y
21.5%