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Apr 13
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U.S. Capital Markets Industry Analysis
UpdatedApr 13, 2025
DataAggregated Company Financials
Companies300
- 7D6.1%
- 3M-10.1%
- 1Y12.7%
- YTD-12.7%
Over the last 7 days, the Capital Markets industry has risen 6.1%, driven by gains in Charles Schwab and Morgan Stanley of 11% and 8.3%, respectively. During this same period, the Highest Performances Holdings underperformed, falling 35%. This means that the industry has gained 13% over the past year. As for the next few years, earnings are expected to grow by 12% per annum.
Industry Valuation and Performance
Has the U.S. Capital Markets Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 14 Apr 2025 | US$2.1t | US$560.6b | US$96.5b | 24.2x | 21.4x | 3.7x |
| Wed, 12 Mar 2025 | US$2.2t | US$557.3b | US$94.8b | 21.1x | 22.8x | 3.9x |
| Fri, 07 Feb 2025 | US$2.5t | US$550.7b | US$92.1b | 21.7x | 27.5x | 4.6x |
| Sun, 05 Jan 2025 | US$2.4t | US$526.1b | US$81.6b | 23x | 29.3x | 4.5x |
| Tue, 03 Dec 2024 | US$2.5t | US$524.3b | US$81.6b | 24.1x | 30.7x | 4.8x |
| Thu, 31 Oct 2024 | US$2.3t | US$503.8b | US$81.1b | 23.3x | 28.1x | 4.5x |
| Sat, 28 Sep 2024 | US$2.1t | US$492.0b | US$77.9b | 21.6x | 27.2x | 4.3x |
| Mon, 26 Aug 2024 | US$2.0t | US$492.3b | US$78.0b | 20.3x | 25.5x | 4x |
| Wed, 24 Jul 2024 | US$2.0t | US$473.2b | US$76.5b | 20.4x | 26.4x | 4.3x |
| Fri, 21 Jun 2024 | US$1.9t | US$467.1b | US$73.1b | 21.3x | 26.1x | 4.1x |
| Sun, 19 May 2024 | US$2.0t | US$466.8b | US$73.2b | 22.4x | 27x | 4.2x |
| Tue, 16 Apr 2024 | US$1.8t | US$442.8b | US$68.2b | 19.9x | 27x | 4.2x |
| Thu, 14 Mar 2024 | US$1.8t | US$440.4b | US$67.3b | 19.6x | 27.5x | 4.2x |
| Sat, 10 Feb 2024 | US$1.8t | US$438.0b | US$65.4b | 19.3x | 27.3x | 4.1x |
| Mon, 08 Jan 2024 | US$1.8t | US$432.8b | US$70.6b | 27.1x | 25.8x | 4.2x |
| Wed, 06 Dec 2023 | US$1.7t | US$432.8b | US$70.6b | 27.1x | 24.5x | 4x |
| Fri, 03 Nov 2023 | US$1.5t | US$429.1b | US$68.6b | 27.1x | 21.9x | 3.5x |
| Sun, 01 Oct 2023 | US$1.6t | US$425.6b | US$68.1b | 28.2x | 23.3x | 3.7x |
| Tue, 29 Aug 2023 | US$1.6t | US$426.4b | US$68.1b | 28.2x | 23.5x | 3.8x |
| Thu, 27 Jul 2023 | US$1.7t | US$422.7b | US$62.9b | 30.5x | 27x | 4x |
| Sat, 24 Jun 2023 | US$1.5t | US$419.6b | US$64.4b | 31.4x | 23.7x | 3.6x |
| Mon, 22 May 2023 | US$1.5t | US$416.8b | US$63.8b | 31.7x | 23.5x | 3.6x |
| Wed, 19 Apr 2023 | US$1.6t | US$424.0b | US$67.4b | 28.2x | 23.5x | 3.7x |
| Fri, 17 Mar 2023 | US$1.6t | US$424.0b | US$69.2b | 28.7x | 22.5x | 3.7x |
| Sun, 12 Feb 2023 | US$1.7t | US$427.4b | US$72.0b | 28x | 24.1x | 4.1x |
| Tue, 10 Jan 2023 | US$1.7t | US$443.6b | US$85.8b | 27.3x | 19.4x | 3.7x |
| Thu, 08 Dec 2022 | US$1.6t | US$443.4b | US$85.8b | 27.6x | 19.2x | 3.7x |
| Sat, 05 Nov 2022 | US$1.6t | US$438.8b | US$87.7b | 24.9x | 18.6x | 3.7x |
| Mon, 03 Oct 2022 | US$1.5t | US$454.3b | US$96.3b | 24.9x | 15.4x | 3.3x |
| Wed, 31 Aug 2022 | US$1.6t | US$454.8b | US$96.5b | 25x | 16.9x | 3.6x |
| Fri, 29 Jul 2022 | US$1.6t | US$460.7b | US$106.5b | 30.6x | 15x | 3.5x |
| Sun, 26 Jun 2022 | US$1.6t | US$471.8b | US$111.7b | 28.9x | 14.4x | 3.4x |
| Tue, 24 May 2022 | US$1.6t | US$472.5b | US$112.3b | 30.5x | 14.6x | 3.5x |
| Thu, 21 Apr 2022 | US$1.9t | US$470.6b | US$115.1b | 38.8x | 16.3x | 4x |
Price to Earnings Ratio
16.3x
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 23.3x.
- The industry is trading close to its 3-year average PS ratio of 3.9x.
Past Earnings Growth
- The earnings for companies in the Capital Markets industry have declined 5.7% per year over the last three years.
- Meanwhile revenues for these companies have grown 5.8% per year.
- This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.
Industry Trends
Which industries have driven the changes within the U.S. Financials industry?
| US Market | 5.42% | |
| Financials | 4.96% | |
| Capital Markets | 6.11% | |
| Diversified Capital Markets | 12.82% | |
| Investment Banking and Brokerage | 9.07% | |
| Asset Management | 5.77% | |
| Financial Exchanges and Data | 3.01% | |
Industry PE
- Investors are most optimistic about the Financial Exchanges and Data industry even though it's trading below its 3-year average PE ratio of 38.1x.
- Analysts are expecting annual earnings growth of 8.1%, which is lower than the prior year's growth of 12.4% per year.
Forecasted Growth
- Analysts are most optimistic on the Diversified Capital Markets industry, expecting annual earnings growth of 33% over the next 5 years.
- In contrast, the Investment Banking and Brokerage industry is expected to see its earnings grow by 8.0% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| SCHW Charles Schwab | US$76.96 | 11.4% +US$14.3b | 9.9% | PE25.5x | |
| MS Morgan Stanley | US$108.12 | 8.3% +US$13.3b | 25.4% | PE13.6x | |
| BLK BlackRock | US$878.78 | 6.8% +US$8.7b | 15.1% | PE21.6x | |
| HOOD Robinhood Markets | US$43.68 | 26.6% +US$8.1b | 143.1% | PE27.4x | |
| KKR KKR | US$101.44 | 9.3% +US$7.7b | 4.3% | PE29.3x |
