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U.S. Diversified Financial Industry Analysis

UpdatedAug 08, 2026
DataAggregated Company Financials
Companies132
  • 7D0.5%
  • 3M10.5%
  • 1Y3.3%
  • YTD2.2%

Over the last 7 days, the Diversified Financial industry has remained flat. As for the the longer term, the industry is up 3.3% over the past 12 months. Looking forward, earnings are forecast to grow by 8.5% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 09 Aug 2026US$2.9tUS$733.2bUS$134.9b16.9x21.3x3.9x
Tue, 07 Jul 2026US$2.8tUS$719.4bUS$131.2b15.9x21.2x3.9x
Thu, 04 Jun 2026US$2.5tUS$719.4bUS$131.2b16.3x19.4x3.5x
Sat, 02 May 2026US$2.6tUS$714.6bUS$125.6b17.5x20.8x3.7x
Mon, 30 Mar 2026US$2.5tUS$710.3bUS$123.6b15.4x20x3.5x
Wed, 25 Feb 2026US$2.6tUS$706.2bUS$124.9b16.9x20.7x3.7x
Fri, 23 Jan 2026US$2.7tUS$695.4bUS$126.9b14.8x21.4x3.9x
Sun, 21 Dec 2025US$2.8tUS$695.0bUS$126.9b13.8x22.3x4.1x
Tue, 18 Nov 2025US$2.8tUS$696.1bUS$127.7b13x21.7x4x
Thu, 16 Oct 2025US$2.9tUS$687.0bUS$120.0b15.9x23.9x4.2x
Sat, 13 Sep 2025US$2.9tUS$689.1bUS$120.6b16.8x24.2x4.2x
Mon, 11 Aug 2025US$2.7tUS$660.9bUS$118.8b16x22.8x4.1x
Wed, 09 Jul 2025US$2.9tUS$680.7bUS$141.3b16.3x20.3x4.2x
Fri, 06 Jun 2025US$2.8tUS$654.9bUS$138.0b14.9x20.4x4.3x
Sun, 04 May 2025US$2.9tUS$677.4bUS$152.2b14.1x19.2x4.3x
Tue, 01 Apr 2025US$2.9tUS$672.4bUS$151.9b15.3x19.2x4.3x
Thu, 27 Feb 2025US$2.9tUS$671.5bUS$152.0b16.1x19.4x4.4x
Sat, 25 Jan 2025US$2.8tUS$667.7bUS$160.1b19.1x17.7x4.2x
Mon, 23 Dec 2024US$2.8tUS$667.6bUS$160.1b18x17.4x4.2x
Wed, 20 Nov 2024US$2.8tUS$667.9bUS$160.2b18.5x17.6x4.2x
Fri, 18 Oct 2024US$2.6tUS$634.7bUS$122.5b16.6x21.5x4.1x
Sun, 15 Sep 2024US$2.6tUS$660.7bUS$128.0b15.6x20.3x3.9x
Tue, 13 Aug 2024US$2.4tUS$660.3bUS$127.7b14.6x19x3.7x
Thu, 11 Jul 2024US$2.4tUS$663.3bUS$131.7b13.8x18.2x3.6x
Sat, 08 Jun 2024US$2.4tUS$673.6bUS$131.5b14.3x18.5x3.6x
Mon, 06 May 2024US$2.4tUS$667.3bUS$151.9b13.8x15.8x3.6x
Wed, 03 Apr 2024US$2.5tUS$657.0bUS$147.9b15.9x17x3.8x
Fri, 01 Mar 2024US$2.5tUS$663.6bUS$147.8b15.2x16.9x3.8x
Sun, 28 Jan 2024US$2.3tUS$649.4bUS$107.7b16.6x21.5x3.6x
Tue, 26 Dec 2023US$2.3tUS$648.7bUS$107.0b14.2x21.1x3.5x
Thu, 23 Nov 2023US$2.2tUS$647.5bUS$107.4b14.3x20.1x3.3x
Sat, 21 Oct 2023US$2.0tUS$627.8bUS$107.1b12.2x19x3.2x
Mon, 18 Sep 2023US$2.2tUS$622.1bUS$106.8b12.7x20.6x3.5x
Wed, 16 Aug 2023US$2.1tUS$621.3bUS$106.6b13.1x20.1x3.4x
Price to Earnings Ratio

20.1x


Total Market Cap: US$2.1tTotal Earnings: US$106.6bTotal Revenue: US$621.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Diversified Financial Industry Price to Earnings3Y Average 20.1x202420252026
Current Industry PE
  • Investors are relatively neutral on the American Diversified Financial industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 20.1x.
  • 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 8.4% per year over the last three years.
  • Revenues for these companies have grown 5.7% 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 Market4.05%
Financials1.24%
Diversified Financial0.48%
Specialized Finance4.64%
Other Diversified Financial Services3.31%
Multi-Sector Holdings1.76%
Transaction and Payment Processing Services-0.83%
Industry PE
  • Investors are most optimistic about the Other Diversified Financial Services industry which is trading above its 3-year average PE ratio of 31.0x.
    • Analysts are expecting annual earnings growth of 33.5%, which is higher than its past year's earnings growth of 16.0% 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 16% 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$780.09k1.8%
+US$19.4b		11.8%PE15.5x
RKT Rocket CompaniesUS$13.726.4%
+US$2.3b		-18.4%PE82.4x
CHYM Chime FinancialUS$29.1026.6%
+US$2.3b		0.7%PS4.5x
PYPL PayPal HoldingsUS$59.073.3%
+US$1.6b		-12.7%PE10.3x
AFRM Affirm HoldingsUS$75.255.2%
+US$1.3b		4.0%PE65.9x

Latest News

XYZ
US$79.00
Block
7D
-2.8%
1Y
7.6%
BRK.A
US$780,085.97
Berkshire Hathaway
7D
1.8%
1Y
11.8%
SEZL
US$118.02
Sezzle
7D
-23.7%
1Y
29.0%
FOUR
US$41.26
Shift4 Payments
7D
-22.2%
1Y
-49.4%
FIS
US$42.77
Fidelity National Information Services
7D
-4.5%
1Y
-39.9%
MA
US$562.95
Mastercard
7D
-1.8%
1Y
-2.0%
CRBG
US$33.68
Corebridge Financial
7D
8.0%
1Y
1.1%
FISV
US$52.41
Fiserv
7D
-2.8%
1Y
-60.7%
V
US$362.50
Visa
7D
-1.0%
1Y
7.6%
Seeking Alpha • Aug 07

Visa: Recent Performance Shows Stablecoin Threat Was Overstated

Summary Visa delivered another robust quarter, with double-digit growth in revenue and EPS, driven by resilient consumer spending and strong cross-border activity. V's integration of stablecoin and AI technologies, including partnerships with OpenAI and Meta, positions the company to benefit from digital payment trends rather than being disrupted. Despite a rally bringing shares near fair value (forward P/E 27.7x), V still offers ~26% upside to a 2028 price target of $462, supported by premium fundamentals. Short-term volatility from inflation or consumer spending slowdowns could create buying opportunities, while Visa's low payout ratio and aggressive buybacks underpin long-term compounding. Read the full article on Seeking Alpha
CHYM
US$29.10
Chime Financial
7D
26.6%
1Y
0.7%
Narrative Update • Aug 06

CHYM: Future Margins May Struggle To Match Rising Market Optimism

The analyst fair value estimate for Chime Financial has been raised from $21.00 to $22.62, reflecting higher revenue growth and profit margin assumptions along with recent analyst price target increases across the Street. Analyst Commentary Recent Street research on Chime Financial points to generally constructive sentiment, with several firms lifting price targets following the latest Q2 report.
TOST
US$34.48
Toast
7D
6.8%
1Y
-20.0%
APO
US$127.44
Apollo Global Management
7D
1.5%
1Y
-10.2%
RDN
US$36.91
Radian Group
7D
-5.3%
1Y
8.5%
Seeking Alpha • Aug 06

Radian: P&C Results Cloud Q2 But Upside Remains

Summary Radian Group remains a “Buy,” supported by resilient mortgage insurance earnings and strong capital returns despite a Q2 earnings miss. RDN's diversification into specialty P&C (Inigo) introduces short-term margin pressure but is expected to improve long-term earnings resilience. Shareholder returns are robust, with a 2.6% dividend yield and accelerating buybacks, supported by healthy leverage and cash flow. Management transition and Inigo integration present near-term uncertainties, but core fundamentals and capital allocation remain intact. Read the full article on Seeking Alpha
PYPL
US$59.07
PayPal Holdings
7D
3.3%
1Y
-12.7%
New Narrative • Aug 05

Ten Percent More Volume, One Percent More Transaction Margin

Read the two profit lines together. GAAP net income of $1,104 million was down 12% year over year.
RKT
US$13.72
Rocket Companies
7D
6.4%
1Y
-18.4%
AFRM
US$75.25
Affirm Holdings
7D
5.2%
1Y
4.0%
Narrative Update • Aug 04

AFRM: Future Returns Will Depend On BNPL Scale Outpacing Slowing Network Volumes

Affirm Holdings' analyst price target has been raised by about $3 to a fair value of roughly $64.49. This reflects analysts' use of updated models that incorporate slightly higher revenue growth, modestly stronger profit margins, and revised P/E and discount rate assumptions informed by recent research highlighting its Buy Now Pay Later scale, network effects, and sector backdrop.