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U.S. Diversified Financial Industry Analysis

UpdatedApr 05, 2026
DataAggregated Company Financials
Companies128
  • 7D2.1%
  • 3M-11.8%
  • 1Y-6.1%
  • YTD-10.5%

In the last week, the Diversified Financial industry is up 2.1%, with Berkshire Hathaway up 1.8%. Meanwhile, PayPay actually underperformed within the industry, shrinking 8.8% in the last week. In the past year, the industry is down 6.1%. Looking forward, earnings are forecast to grow by 6.5% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 05 Apr 2026US$2.5tUS$711.2bUS$123.5b15.8x20.4x3.5x
Tue, 03 Mar 2026US$2.7tUS$708.8bUS$123.1b17.8x21.6x3.7x
Thu, 29 Jan 2026US$2.7tUS$697.2bUS$127.0b14.8x21.1x3.8x
Sat, 27 Dec 2025US$2.9tUS$695.0bUS$126.9b13.8x22.6x4.1x
Mon, 24 Nov 2025US$2.7tUS$696.8bUS$127.3b13.2x21.6x3.9x
Wed, 22 Oct 2025US$2.9tUS$687.0bUS$120.0b16.5x23.8x4.2x
Fri, 19 Sep 2025US$2.9tUS$689.2bUS$120.6b16.8x24.3x4.3x
Sun, 17 Aug 2025US$2.9tUS$686.4bUS$120.7b16x23.7x4.2x
Tue, 15 Jul 2025US$2.8tUS$680.5bUS$141.3b16.4x19.9x4.1x
Thu, 12 Jun 2025US$2.9tUS$679.4bUS$141.4b15.9x20.6x4.3x
Sat, 10 May 2025US$2.9tUS$678.5bUS$141.1b15x20.4x4.2x
Mon, 07 Apr 2025US$2.7tUS$672.3bUS$151.9b13.9x17.7x4x
Wed, 05 Mar 2025US$3.0tUS$673.0bUS$152.2b16.1x19.7x4.5x
Fri, 31 Jan 2025US$2.9tUS$668.8bUS$160.7b18x18x4.3x
Sun, 29 Dec 2024US$2.8tUS$667.6bUS$160.0b17.6x17.5x4.2x
Tue, 26 Nov 2024US$2.8tUS$667.7bUS$160.1b18.7x17.5x4.2x
Thu, 24 Oct 2024US$2.7tUS$661.0bUS$127.3b15.7x21.1x4.1x
Sat, 21 Sep 2024US$2.6tUS$660.8bUS$128.0b16.1x20.6x4x
Mon, 19 Aug 2024US$2.5tUS$660.4bUS$127.8b15.7x19.6x3.8x
Wed, 17 Jul 2024US$2.5tUS$663.3bUS$131.7b15x18.9x3.8x
Fri, 14 Jun 2024US$2.4tUS$673.5bUS$131.5b13.8x18.2x3.6x
Sun, 12 May 2024US$2.5tUS$673.4bUS$131.4b15.2x18.7x3.7x
Tue, 09 Apr 2024US$2.5tUS$659.2bUS$147.9b14.8x17x3.8x
Thu, 07 Mar 2024US$2.4tUS$663.0bUS$147.4b14.7x16.5x3.7x
Sat, 03 Feb 2024US$2.4tUS$650.0bUS$107.9b16.9x22.3x3.7x
Mon, 01 Jan 2024US$2.3tUS$648.5bUS$107.0b13.9x21.2x3.5x
Wed, 29 Nov 2023US$2.2tUS$648.7bUS$107.0b13.3x20.4x3.4x
Fri, 27 Oct 2023US$2.0tUS$629.9bUS$109.6b12.2x18.2x3.2x
Sun, 24 Sep 2023US$2.1tUS$622.1bUS$106.8b12.5x19.9x3.4x
Tue, 22 Aug 2023US$2.1tUS$621.6bUS$106.8b12.9x19.9x3.4x
Thu, 20 Jul 2023US$2.2tUS$598.0bUS$31.2b12.2x69.2x3.6x
Sat, 17 Jun 2023US$2.1tUS$598.0bUS$31.2b10.7x66x3.4x
Mon, 15 May 2023US$2.0tUS$596.9bUS$30.0b10.6x66.9x3.4x
Wed, 12 Apr 2023US$2.0tUS$583.6bUS$7.5b9.3x265.8x3.4x
Price to Earnings Ratio

265.8x


Total Market Cap: US$2.0tTotal Earnings: US$7.5bTotal Revenue: US$583.6bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Diversified Financial Industry Price to Earnings3Y Average 31.9x202420252026
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 20.2x which is lower than its 3-year average PE of 31.9x.
  • The industry is trading close to its 3-year average PS ratio of 3.8x.
Past Earnings Growth
  • The earnings for companies in the Diversified Financial industry have grown 155% per year over the last three years.
  • Revenues for these companies have grown 6.8% 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 Market3.46%
Financials3.50%
Diversified Financial2.06%
Transaction and Payment Processing Services2.07%
Multi-Sector Holdings1.81%
Specialized Finance1.75%
Other Diversified Financial Services1.02%
Industry PE
  • Investors are most optimistic about the Other Diversified Financial Services industry which is trading above its 3-year average PE ratio of 19.4x.
    • Analysts are expecting annual earnings growth of 24.5%, which is higher than its past year's earnings decline of 2.0% per year.
Forecasted Growth
  • Analysts are most optimistic on the Other Diversified Financial Services industry, expecting annual earnings growth of 24% over the next 5 years.
  • This is better than its past earnings decline of 2.0% per year.
  • In contrast, the Multi-Sector Holdings industry is expected to see its earnings decline by 4.7% 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$716.30k1.8%
+US$18.1b		-3.5%PE15.4x
V VisaUS$300.801.8%
+US$10.1b		-3.9%PE27.8x
MA MastercardUS$493.441.9%
+US$8.2b		0.7%PE29.4x
RKT Rocket CompaniesUS$14.969.4%
+US$3.6b		-2.9%PS6x
XYZ BlockUS$59.786.8%
+US$2.3b		18.9%PE27.3x

Latest News

FISV
US$56.16
Fiserv
7D
4.2%
1Y
-71.7%
V
US$300.80
Visa
7D
1.8%
1Y
-3.9%

V: Preferred List Support And New Partnerships Will Sustain Network Moat

Visa's analyst price target has been trimmed by about $3 to roughly $397, as analysts fine tune fair value, growth, and P/E assumptions following a mix of target cuts and fresh bullish initiations across recent research. Analyst Commentary Recent research shows a split view on Visa, with some firms trimming price targets while others are initiating or reinstating coverage with constructive ratings and inclusion on preferred lists.
XYZ
US$59.78
Block
7D
6.8%
1Y
18.9%

XYZ: AI Driven Workforce Cuts Will Reset Cost Base And Profitability Profile

Analysts trimmed their fair value estimate for Block slightly to about $111.05 from $111.46, reflecting updated assumptions on revenue growth, profit margin, and future P/E after a wave of recent upgrades and bullish initiations that highlight AI driven cost actions and product expansion. Analyst Commentary Recent research on Block has tilted clearly positive, with a cluster of upgrades, reinstatements, and supportive sector views concentrated around the companys latest quarterly update and AI related cost actions.
FOUR
US$42.76
Shift4 Payments
7D
-3.9%
1Y
-41.0%

FOUR: Slower Organic Trends And 2026 Reset Will Unlock Long Term Upside

Analysts have trimmed Shift4 Payments' average price targets across the Street, with cuts ranging from about $3 to $40, reflecting concerns about slower organic growth, softer near term trends, and a more cautious outlook on 2026 guidance, even as many still highlight multiple growth levers and potential shareholder value creation. Analyst Commentary Recent research on Shift4 Payments highlights a split view, with bearish analysts focused on slower organic growth and softer near term trends, while bullish analysts point to multiple avenues for execution and shareholder value creation despite reduced targets.
APO
US$107.04
Apollo Global Management
7D
-1.3%
1Y
-1.5%
PYPL
US$45.34
PayPal Holdings
7D
4.0%
1Y
-22.3%

PYPL: Reported Takeover Interest Will Drive Future Repricing Debate

Analysts have nudged the fair value estimate for PayPal Holdings slightly higher to about $52.74, citing modestly stronger assumptions for revenue growth and profit margins, along with a still restrained future P/E multiple and a cluster of recent Neutral ratings that balance ongoing competitive and execution questions with interest from potential acquirers. Analyst Commentary Recent research coverage on PayPal has tilted toward more neutral stances, with several firms reiterating or initiating ratings that sit between outright bullish and bearish.
MA
US$493.44
Mastercard
7D
1.9%
1Y
0.7%
RKT
US$14.96
Rocket Companies
7D
9.4%
1Y
-2.9%

RKT: Integrated Platform Alliance Will Support Stronger Long Term Earnings Power

Analysts are maintaining their $25.00 price target on Rocket Companies, citing updated assumptions that combine a higher discount rate and lower revenue growth outlook with a stronger profit margin profile and a slightly lower future P/E multiple. What's in the News Rocket Companies and Compass, Inc.
RPAY
US$2.58
Repay Holdings
7D
-15.7%
1Y
-49.5%
GPN
US$64.05
Global Payments
7D
-2.8%
1Y
-24.5%
PAYP
US$21.02
PayPay
7D
-8.8%
1Y
n/a
FIS
US$46.29
Fidelity National Information Services
7D
-1.3%
1Y
-33.8%

FIS: Share Repurchases And Legal Resolution Will Support Future Cash Generation

Analysts have trimmed their price target on Fidelity National Information Services slightly to about $66.52 from roughly $66.82, reflecting small tweaks to fair value, discount rate, revenue growth, profit margin, and future P/E assumptions. What's in the News Class action claims against Fidelity National Information Services are subject to a proposed US$210m settlement, with a court hearing scheduled for July 9, 2026 to consider approval, dismissal of the action with prejudice, the allocation plan for the net settlement fund, and lead counsel fee and expense requests (Key Developments).
AFRM
US$46.31
Affirm Holdings
7D
8.9%
1Y
29.5%

AFRM: Future Returns Will Hinge On Embedded Payments Outweighing BNPL Credit Fears

The analyst fair value estimate for Affirm has shifted from $55.74 to $53.00 as analysts factor in higher projected revenue growth and a richer future P/E of about 38.6x, alongside lower margin expectations and a slightly higher discount rate, influenced by a mix of renewed Buy ratings, trimmed price targets, and ongoing debates around BNPL competition and credit risk. Analyst Commentary Recent Street research on Affirm highlights a split view.
EEFT
US$64.05
Euronet Worldwide
7D
-1.6%
1Y
-31.3%

EEFT: Activist Sum Of Parts Focus Will Drive Future Returns

Analysts have nudged the average price target for Euronet Worldwide higher to $87, a roughly $1 move that reflects updated sum of the parts work following recent activism and mixed target revisions across the Street. Analyst Commentary Street research on Euronet Worldwide is split, with some bullish analysts updating their models around the recent activist push and sum of the parts work, while more cautious voices point to growth challenges and valuation risk.
BRK.A
US$716,299.99
Berkshire Hathaway
7D
1.8%
1Y
-3.5%
SWKH
US$15.90
SWK Holdings
7D
-7.0%
1Y
-6.0%