Header cover image

U.S. Capital Markets Industry Analysis

UpdatedNov 28, 2022
DataAggregated Company Financials
Companies632
  • 7D1.6%
  • 3M4.7%
  • 1Y-18.4%
  • YTD-17.4%

In the last week, the Capital Markets industry is up 1.6%, with S&P Global leading the way with a 3.5% gain. In contrast, the industry has lost 18% in the last 12 months. Looking forward, earnings are forecast to grow by 12% annually.

Industry Valuation and Performance

Has the U.S. Capital Markets Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 28 Nov 2022US$1.7tUS$443.4bUS$85.8b27.1x19.9x3.8x
Wed, 26 Oct 2022US$1.6tUS$446.3bUS$91.2b25.1x17.1x3.5x
Fri, 23 Sep 2022US$1.5tUS$454.8bUS$96.5b25.1x16x3.4x
Sun, 21 Aug 2022US$1.7tUS$454.8bUS$96.5b25.9x17.8x3.8x
Tue, 19 Jul 2022US$1.6tUS$469.3bUS$110.2b29.8x14.2x3.3x
Thu, 16 Jun 2022US$1.5tUS$472.1bUS$111.8b28.4x13.8x3.3x
Sat, 14 May 2022US$1.6tUS$472.3bUS$112.3b35.8x14.5x3.4x
Mon, 11 Apr 2022US$1.9tUS$480.2bUS$118.1b36.8x16.1x3.9x
Wed, 09 Mar 2022US$1.9tUS$488.3bUS$111.3b14.6x17x3.9x
Fri, 04 Feb 2022US$2.1tUS$470.8bUS$107.2b14.8x19.1x4.4x
Sun, 02 Jan 2022US$2.2tUS$464.8bUS$103.9b15.8x20.8x4.6x
Tue, 30 Nov 2021US$2.2tUS$467.1bUS$104.0b15x20.9x4.7x
Thu, 28 Oct 2021US$2.2tUS$454.5bUS$101.2b15.9x21.6x4.8x
Sat, 25 Sep 2021US$2.0tUS$441.9bUS$95.0b15.7x21.2x4.6x
Mon, 23 Aug 2021US$1.9tUS$441.8bUS$96.0b14.1x19.3x4.2x
Sat, 10 Jul 2021US$1.8tUS$441.4bUS$93.6b13.8x19.5x4.1x
Fri, 02 Apr 2021US$1.5tUS$407.1bUS$76.3b14.6x20x3.7x
Mon, 04 Jan 2021US$1.3tUS$359.3bUS$53.4b17.5x24.5x3.6x
Thu, 08 Oct 2020US$1.0tUS$342.9bUS$55.2b22.5x18.1x2.9x
Wed, 01 Jul 2020US$957.5bUS$327.2bUS$52.5b24.3x18.2x2.9x
Sat, 04 Apr 2020US$771.6bUS$317.1bUS$53.7b22.6x14.4x2.4x
Tue, 07 Jan 2020US$1.0tUS$319.0bUS$62.0b22.1x16.3x3.2x
Price to Earnings Ratio

17.1x


Total Market Cap: US$972.2bTotal Earnings: US$56.8bTotal Revenue: US$298.6bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Capital Markets Industry Price to Earnings3Y Average 18.8x202020212022
Current Industry PE
  • Investors are relatively neutral on the American Capital Markets 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 18.8x.
  • The industry is trading close to its 3-year average PS ratio of 3.6x.
Past Earnings Growth
  • The earnings for companies in the Capital Markets industry have grown 15% per year over the last three years.
  • Revenues for these companies have grown 14% 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 Market1.26%
Financials1.95%
Capital Markets1.65%
Financial Exchanges and Data2.42%
Investment Banking and Brokerage2.12%
Asset Management0.80%
Diversified Capital Markets-3.32%
Industry PE
  • Investors are most optimistic about the Financial Exchanges and Data industry, which is trading close to its 3-year average PE ratio of 31.7x.
    • Analysts are expecting annual earnings growth of 12.6%, which is higher than its past year's earnings decline of 0.9% per year.
Forecasted Growth
  • Analysts are most optimistic on the Diversified Capital Markets industry, expecting annual earnings growth of 56% over the next 5 years.
  • In contrast, the Investment Banking and Brokerage industry is expected to see its earnings grow by 11% 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
SPGI S&P GlobalUS$357.913.5%
+US$3.9b
-21.3%PE33.4x
GS Goldman Sachs GroupUS$388.862.5%
+US$3.4b
-0.1%PE10.3x
SCHW Charles SchwabUS$81.612.3%
+US$3.4b
3.1%PE24.3x
MS Morgan StanleyUS$90.911.9%
+US$2.9b
-7.2%PE12.8x
BLK BlackRockUS$737.782.4%
+US$2.6b
-18.2%PE19.9x
Simply Wall St
Simply Wall Street Pty Ltd
17-21 Bellevue Street, Surry Hills, Sydney
Download on the App StoreGet it on Google Play
Simply Wall Street Pty Ltd (ACN 600 056 611), is a Corporate Authorised Representative (Authorised Representative Number: 467183) of Sanlam Private Wealth Pty Ltd (AFSL No. 337927). Any advice contained in this website is general advice only and has been prepared without considering your objectives, financial situation or needs. You should not rely on any advice and/or information contained in this website and before making any investment decision we recommend that you consider whether it is appropriate for your situation and seek appropriate financial, taxation and legal advice. Please read our Financial Services Guide before deciding whether to obtain financial services from us.

Latest News

RJF

US$119.56

Raymond James Financial

7D

-1.7%

1Y

21.3%

GS

US$388.86

Goldman Sachs Group

7D

2.5%

1Y

-0.1%

MS

US$90.91

Morgan Stanley

7D

1.9%

1Y

-7.2%

BLK

US$737.78

BlackRock

7D

2.4%

1Y

-18.2%

GIW

US$10.28

GigInternational1

7D

0%

1Y

3.5%

SCHW

US$81.61

Charles Schwab

7D

2.3%

1Y

3.1%

BX

US$90.00

Blackstone

7D

-1.8%

1Y

-37.4%

MSCI

US$512.26

MSCI

7D

4.5%

1Y

-17.5%

SPGI

US$357.91

S&P Global

7D

3.5%

1Y

-21.3%

MCO

US$301.00

Moody's

7D

3.0%

1Y

-21.6%

XP

US$16.50

XP

7D

-5.1%

1Y

-44.2%

VCTR

US$28.87

Victory Capital Holdings

7D

-8.2%

1Y

-15.1%

ERES

US$10.09

East Resources Acquisition

7D

0%

1Y

2.0%

MKTX

US$256.84

MarketAxess Holdings

7D

-1.1%

1Y

-28.8%

COIN

US$44.28

Coinbase Global

7D

-2.2%

1Y

-85.4%