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U.S. Diversified Financial Industry Analysis

UpdatedAug 21, 2026
DataAggregated Company Financials
Companies132
  • 7D-1.6%
  • 3M8.3%
  • 1Y-1.0%
  • YTD0.9%

Over the last 7 days, the Diversified Financial industry has dropped 1.6%, driven by Berkshire Hathaway declining 2.3%. Over the last year, the industry has been flat overall. Looking forward, earnings are forecast to grow by 7.0% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 21 Aug 2026US$2.8tUS$743.5bUS$148.7b17.4x18.8x3.8x
Sun, 19 Jul 2026US$2.8tUS$719.5bUS$131.2b15.9x21x3.8x
Tue, 16 Jun 2026US$2.6tUS$719.7bUS$131.2b14.7x19.7x3.6x
Thu, 14 May 2026US$2.6tUS$718.9bUS$130.9b17.9x19.9x3.6x
Sat, 11 Apr 2026US$2.6tUS$711.4bUS$123.6b15.4x20.8x3.6x
Mon, 09 Mar 2026US$2.6tUS$707.8bUS$122.9b18.6x21.5x3.7x
Wed, 04 Feb 2026US$2.7tUS$700.5bUS$128.4b15.5x21.3x3.9x
Fri, 02 Jan 2026US$2.8tUS$695.1bUS$127.0b13.6x22.4x4.1x
Sun, 30 Nov 2025US$2.8tUS$695.6bUS$127.1b14x22.1x4x
Tue, 28 Oct 2025US$2.9tUS$686.5bUS$120.0b16.6x24x4.2x
Thu, 25 Sep 2025US$2.9tUS$689.2bUS$120.6b16.8x23.9x4.2x
Sat, 23 Aug 2025US$2.9tUS$686.4bUS$120.7b16.5x23.9x4.2x
Mon, 21 Jul 2025US$2.8tUS$680.5bUS$141.3b16.6x19.8x4.1x
Wed, 18 Jun 2025US$2.9tUS$681.2bUS$141.4b15.5x20.3x4.2x
Fri, 16 May 2025US$2.9tUS$678.6bUS$141.1b15.3x20.6x4.3x
Sun, 13 Apr 2025US$2.8tUS$672.3bUS$151.9b14.2x18.6x4.2x
Tue, 11 Mar 2025US$2.9tUS$673.3bUS$152.4b14.7x18.9x4.3x
Thu, 06 Feb 2025US$2.9tUS$663.8bUS$160.1b17.9x18.1x4.4x
Sat, 04 Jan 2025US$2.8tUS$667.5bUS$160.1b17.8x17.2x4.1x
Mon, 02 Dec 2024US$2.9tUS$667.7bUS$160.1b18.6x18x4.3x
Wed, 30 Oct 2024US$2.7tUS$662.1bUS$127.5b15.4x21x4x
Fri, 27 Sep 2024US$2.6tUS$660.8bUS$128.0b15.9x20.1x3.9x
Sun, 25 Aug 2024US$2.5tUS$660.5bUS$127.8b16.3x19.8x3.8x
Tue, 23 Jul 2024US$2.5tUS$663.2bUS$131.7b14.7x18.8x3.7x
Thu, 20 Jun 2024US$2.4tUS$673.4bUS$131.5b13.5x18.3x3.6x
Sat, 18 May 2024US$2.5tUS$673.6bUS$131.5b14.4x18.8x3.7x
Mon, 15 Apr 2024US$2.3tUS$659.1bUS$147.8b14.3x15.8x3.5x
Wed, 13 Mar 2024US$2.4tUS$631.2bUS$142.6b16.6x16.8x3.8x
Fri, 09 Feb 2024US$2.4tUS$655.7bUS$111.5b13.4x21.7x3.7x
Sun, 07 Jan 2024US$2.3tUS$648.5bUS$107.0b13.7x21.2x3.5x
Tue, 05 Dec 2023US$2.2tUS$648.6bUS$107.0b13.4x20.6x3.4x
Thu, 02 Nov 2023US$2.0tUS$631.1bUS$110.0b13.1x18.4x3.2x
Sat, 30 Sep 2023US$2.1tUS$622.6bUS$106.8b12.2x19.8x3.4x
Mon, 28 Aug 2023US$2.2tUS$621.7bUS$106.8b12.8x20.2x3.5x
Price to Earnings Ratio

20.2x


Total Market Cap: US$2.2tTotal Earnings: US$106.8bTotal Revenue: US$621.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Diversified Financial Industry Price to Earnings3Y Average 20x202420252026
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 20.0x.
  • 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 12% per year over the last three years.
  • Revenues for these companies have grown 6.1% 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 Market-2.09%
Financials-2.43%
Diversified Financial-1.57%
Transaction and Payment Processing Services-0.29%
Multi-Sector Holdings-2.29%
Specialized Finance-2.85%
Other Diversified Financial Services-8.20%
Industry PE
  • Investors are most optimistic about the Other Diversified Financial Services industry which is trading above its 3-year average PE ratio of 31.4x.
    • Analysts are expecting annual earnings growth of 33.6%, which is higher than its past year's earnings growth of 14.8% per year.
Forecasted Growth
  • Analysts are most optimistic on the Other Diversified Financial Services industry, expecting annual earnings growth of 34% over the next 5 years.
  • This is better than its past earnings growth rate of 15% per year.
  • In contrast, the Multi-Sector Holdings industry is expected to see its earnings decline by 7.0% 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
MA MastercardUS$573.851.2%
+US$6.0b		-3.1%PE30.9x
PYPL PayPal HoldingsUS$62.302.8%
+US$1.5b		-7.8%PE10.9x
JKHY Jack Henry & AssociatesUS$165.087.7%
+US$836.3m		-0.3%PE23.3x
V VisaUS$365.730.08%
+US$514.0m		6.4%PE30x
TOST ToastUS$35.320.3%
+US$57.8m		-17.1%PE42x

Latest News

JKHY
US$165.08
Jack Henry & Associates
7D
7.7%
1Y
-0.3%
PYPL
US$62.30
PayPal Holdings
7D
2.8%
1Y
-7.8%
APO
US$129.98
Apollo Global Management
7D
-9.5%
1Y
-3.0%
V
US$365.73
Visa
7D
0.08%
1Y
6.4%
MA
US$573.85
Mastercard
7D
1.2%
1Y
-3.1%
CRBG
US$31.81
Corebridge Financial
7D
-7.3%
1Y
-6.7%
Narrative Update • Aug 19

CRBG: Rising Earnings Visibility And Merger Progress Will Support Future Resilience

Corebridge Financial's fair value estimate has ticked up by about $1 to $38.67 as analysts lift price targets across the life insurance group. They point to higher comparable valuation multiples, modestly stronger long term earnings expectations and supportive recent results for the company and its peers.
KLAR
US$14.00
Klarna Group
7D
-32.3%
1Y
n/a
PAYS
US$13.82
Paysign
7D
6.1%
1Y
165.3%
Narrative Update • Aug 19

PAYS: Higher Guidance And Pharma Program Expansion Will Shape Balanced Future Outlook

Analysts have raised their implied fair value for Paysign to $13.10 from $10.45, reflecting recent price target increases to $12, $13 and $15 after the company reported a Q2 that came in ahead of expectations and led to higher annual guidance. Analyst Commentary Bullish analysts on Paysign have reacted positively to the recent Q2 report and guidance, with several research desks lifting their price targets in quick succession.
XYZ
US$80.08
Block
7D
-3.6%
1Y
8.1%
RKT
US$14.06
Rocket Companies
7D
-6.5%
1Y
-20.0%
FISV
US$51.38
Fiserv
7D
-5.5%
1Y
-63.2%
FIS
US$40.58
Fidelity National Information Services
7D
-8.0%
1Y
-41.7%
Narrative Update • Aug 17

FIS: Banking Platforms And Free Cash Flow Should Drive Future Upside

Analysts have reduced their price target for Fidelity National Information Services by about $5, reflecting updated assumptions for slightly lower revenue growth, a modestly higher discount rate, and a somewhat higher profit margin paired with a lower future P/E multiple. What’s in the News for Fidelity National Information Services Fidelity National Information Services reported strong Q2 2026 results, with management citing durable revenue in Banking Solutions and higher free cash flow.
OWLS
US$5.62
Obook Holdings
7D
4.5%
1Y
n/a
BRK.A
US$744,600.00
Berkshire Hathaway
7D
-2.3%
1Y
1.6%
Seeking Alpha • Aug 16

Berkshire Hathaway: Greg Abel Gets Busier Buying

Summary Berkshire Hathaway is executing a more active investment strategy under CEO Greg Abel, expanding beyond prior conservatism. Q2 saw significant capital deployment: major additions to Alphabet and Delta, announcement of the $6.8B Taylor Morrison acquisition, and $4.4B in buybacks. Operational improvements continued in insurance, BNSF, and BHE. My sum-of-the-parts valuation now shows a 12.7% premium to market price. I maintain a Buy rating on Berkshire, due to enhanced earnings power and attractive entry post-pullback. Read the full article on Seeking Alpha
TOST
US$35.32
Toast
7D
0.3%
1Y
-17.1%
Narrative Update • Aug 13

TOST: Recurring Gross Profit And SaaS ARPU Will Restore Market Confidence

The analyst fair value estimate for Toast has been raised from $42.19 to $45.00 as analysts update their models to reflect stronger recurring gross profit, higher SaaS ARPU expectations, and Q2 results that came in ahead of prior forecasts. Analyst Commentary Recent research updates show a clear tilt toward a more constructive view on Toast, with multiple bullish analysts revising their models after Q2 results and adjusting price targets higher.
CURR
US$3.85
CURRENC Group
7D
6.1%
1Y
113.9%