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U.S. Diversified Financial Industry Analysis

UpdatedNov 14, 2025
DataAggregated Company Financials
Companies132
  • 7D-0.1%
  • 3M-3.1%
  • 1Y-0.7%
  • YTD0.9%

In the last week, Diversified Financial has been flat. Furthermore, the industry has been flat for the past year as well. Looking forward, earnings are forecast to grow by 8.9% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 18 Nov 2025US$2.8tUS$696.8bUS$127.6b13.2x22.1x4x
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
Fri, 14 Jul 2023US$2.2tUS$598.0bUS$31.2b11.8x69.3x3.6x
Sun, 11 Jun 2023US$2.0tUS$597.9bUS$31.2b10.6x64.9x3.4x
Tue, 09 May 2023US$2.0tUS$584.0bUS$6.3b9.9x325x3.5x
Thu, 06 Apr 2023US$2.0tUS$583.5bUS$7.7b9.1x257.5x3.4x
Sat, 04 Mar 2023US$770.3bUS$386.6b-US$10,243,849,507.006.8x-75.2x2x
Mon, 30 Jan 2023US$766.1bUS$382.3bUS$17.0b6.2x45.1x2x
Wed, 28 Dec 2022US$747.9bUS$382.3bUS$17.0b5.4x44x2x
Fri, 25 Nov 2022US$775.5bUS$382.3bUS$17.0b5.9x45.7x2x
Price to Earnings Ratio

45.7x


Total Market Cap: US$775.5bTotal Earnings: US$17.0bTotal Revenue: US$382.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Diversified Financial Industry Price to Earnings3Y Average 34.6x202320242025
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 22.1x which is lower than its 3-year average PE of 34.6x.
  • The 3-year average PS ratio of 3.6x is lower than the industry's current PS ratio of 4.0x.
Past Earnings Growth
  • The earnings for companies in the Diversified Financial industry have grown 96% per year over the last three years.
  • Revenues for these companies have grown 22% 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-0.39%
Financials-0.68%
Diversified Financial-0.12%
Specialized Finance4.95%
Multi-Sector Holdings2.06%
Other Diversified Financial Services-1.35%
Transaction and Payment Processing Services-1.83%
Industry PE
  • Investors are most optimistic about the Specialized Finance industry which is trading above its 3-year average PE ratio of 15.7x.
    • Analysts are expecting annual earnings growth of 9.5%, which is higher than its past year's earnings decline of 0.3% per year.
  • Investors are most pessimistic about the Multi-Sector Holdings industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average.
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 5.3% 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$763.87k2.6%
+US$27.9b		7.9%PE16.3x
EVTC EVERTECUS$29.057.4%
+US$128.6m		-16.7%PE12.7x
JKHY Jack Henry & AssociatesUS$164.020.9%
+US$102.1m		-4.7%PE24.7x
JXN Jackson FinancialUS$94.471.5%
+US$93.8m		-6.3%PE12.1x
MQ MarqetaUS$4.882.1%
+US$44.0m		25.1%PS3.6x

Latest News

TOST
US$35.90
Toast
7D
-6.0%
1Y
-9.8%

TOST: Expansion Into New Restaurant Markets Will Drive Continued Momentum

Analysts have revised Toast's fair value estimate downward by approximately $1 to $47.35 per share. They cited strong recent results but also expressed caution regarding macroeconomic uncertainty and a more conservative long-term outlook.
EQH
US$44.72
Equitable Holdings
7D
0.2%
1Y
-5.1%
JKHY
US$164.02
Jack Henry & Associates
7D
0.9%
1Y
-4.7%

JKHY: Fiscal 2026 Guidance And Sector Pressures Will Shape Outlook

The average analyst price target for Jack Henry & Associates has edged higher to $179.17 from $177, as analysts cited modest forecast improvements and a solid sales pipeline, despite ongoing sector headwinds. Analyst Commentary Recent street research on Jack Henry & Associates reflects both optimism and caution among analysts as the company navigates persistent sector challenges.
CHYM
US$18.90
Chime Financial
7D
-11.1%
1Y
n/a
XYZ
US$60.48
Block
7D
-9.5%
1Y
-33.4%
AFRM
US$70.51
Affirm Holdings
7D
-7.3%
1Y
13.6%
JXN
US$94.47
Jackson Financial
7D
1.5%
1Y
-6.3%
V
US$330.02
Visa
7D
-1.4%
1Y
5.7%
ACT
US$37.70
Enact Holdings
7D
0.8%
1Y
11.2%

ACT: Future Performance Will Reflect Share Buybacks And Capital Cost Improvement

Narrative Update on Enact Holdings Analysts have raised their price target for Enact Holdings from $40.00 to $40.60, citing slightly stronger revenue growth projections and a modest improvement in the cost of capital, even though the profit margin outlook is somewhat softer. What's in the News Enact Holdings completed a buyback, repurchasing 3,983,192 shares (2.68%) for $147.09 million between July 1, 2025 and October 31, 2025 (Key Developments).
MA
US$545.73
Mastercard
7D
-1.3%
1Y
4.6%
MQ
US$4.88
Marqeta
7D
2.1%
1Y
25.1%

MQ: Expanding European Partnerships Will Drive Market Upside Going Forward

Analysts have slightly trimmed their price target for Marqeta from $6.20 to $6.18 per share. This reflects modest adjustments to growth and profit expectations amid evolving market conditions.
PYPL
US$62.81
PayPal Holdings
7D
-5.2%
1Y
-25.8%
KLAR
US$34.27
Klarna Group
7D
-6.6%
1Y
n/a
EVTC
US$29.05
EVERTEC
7D
7.4%
1Y
-16.7%

EVTC: Digital Payments Expansion Will Drive Future Latin American Upside

EVERTEC Analyst Price Target Adjusted Reflecting Updated Performance Outlook Analysts have revised EVERTEC's fair value estimate downward from $38.60 to $33.80. This change reflects adjustments to forecasts for revenue growth, profit margins, and valuation multiples based on evolving company fundamentals.
BRK.A
US$763,866.71
Berkshire Hathaway
7D
2.6%
1Y
7.9%
FLYW
US$13.92
Flywire
7D
2.4%
1Y
-36.1%

FLYW: International Student Visa Uncertainty Will Influence Market Upside Potential

Analysts have raised their price target for Flywire from $14.55 to $15.95 per share. This reflects optimism around improved revenue growth and a slightly lower discount rate, despite ongoing caution regarding profit margins and valuation multiples.