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U.S. Capital Markets Industry Analysis

UpdatedFeb 27, 2024
DataAggregated Company Financials
Companies289
  • 7D1.5%
  • 3M12.8%
  • 1Y16.5%
  • YTD2.3%

In the last week, the Capital Markets industry is up 1.5%, with Coinbase Global up 12%. This means that the industry has gained 17% over the past year. As for the next few years, earnings are expected to grow by 15% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 27 Feb 2024US$1.8tUS$440.2bUS$67.4b19x26.8x4.1x
Thu, 25 Jan 2024US$1.8tUS$433.6bUS$68.0b28.1x26.8x4.2x
Sat, 23 Dec 2023US$1.9tUS$432.9bUS$70.6b27.9x26.3x4.3x
Mon, 20 Nov 2023US$1.6tUS$432.6bUS$70.5b26.9x23.3x3.8x
Wed, 18 Oct 2023US$1.6tUS$424.9bUS$67.4b27.8x23.4x3.7x
Fri, 15 Sep 2023US$1.7tUS$426.4bUS$68.2b28x24.4x3.9x
Sun, 13 Aug 2023US$1.7tUS$426.3bUS$68.2b30x24.2x3.9x
Tue, 11 Jul 2023US$1.6tUS$420.9bUS$64.3b31x24.3x3.7x
Thu, 08 Jun 2023US$1.5tUS$419.4bUS$64.5b30.7x23.8x3.7x
Sat, 06 May 2023US$1.5tUS$419.0bUS$64.6b27.6x23.3x3.6x
Mon, 03 Apr 2023US$1.6tUS$423.7bUS$68.0b29.8x23.2x3.7x
Wed, 01 Mar 2023US$1.7tUS$424.2bUS$69.4b28.2x24.3x4x
Fri, 27 Jan 2023US$1.7tUS$434.3bUS$79.5b28.1x21.8x4x
Sun, 25 Dec 2022US$1.6tUS$443.6bUS$85.8b27.2x18.7x3.6x
Tue, 22 Nov 2022US$1.7tUS$439.0bUS$85.6b27x19.6x3.8x
Thu, 20 Oct 2022US$1.5tUS$451.4bUS$92.6b25.1x16.1x3.3x
Sat, 17 Sep 2022US$1.6tUS$454.7bUS$96.5b25.5x16.7x3.5x
Mon, 15 Aug 2022US$1.8tUS$454.4bUS$96.4b26.7x18.3x3.9x
Wed, 13 Jul 2022US$1.6tUS$471.1bUS$111.8b29.8x13.9x3.3x
Fri, 10 Jun 2022US$1.7tUS$472.3bUS$111.9b28.8x14.8x3.5x
Sun, 08 May 2022US$1.7tUS$476.0bUS$113.7b38.2x14.7x3.5x
Tue, 05 Apr 2022US$2.0tUS$480.2bUS$117.9b37.6x16.7x4.1x
Thu, 03 Mar 2022US$2.0tUS$478.8bUS$108.7b15x18x4.1x
Sat, 29 Jan 2022US$2.0tUS$468.4bUS$106.4b14.6x18.8x4.3x
Mon, 27 Dec 2021US$2.2tUS$464.7bUS$103.9b16.2x20.9x4.7x
Wed, 24 Nov 2021US$2.2tUS$467.0bUS$104.0b15.4x21.3x4.8x
Fri, 22 Oct 2021US$2.1tUS$450.8bUS$99.0b16.2x21.7x4.8x
Sun, 19 Sep 2021US$2.0tUS$441.9bUS$95.0b15.2x21.2x4.6x
Tue, 17 Aug 2021US$1.8tUS$441.8bUS$96.0b14.2x19.3x4.2x
Tue, 01 Jun 2021US$1.8tUS$410.9bUS$78.5b16.1x22.7x4.3x
Fri, 05 Mar 2021US$1.4tUS$360.7bUS$53.2b19.4x27.1x4x
Price to Earnings Ratio

27.1x


Total Market Cap: US$1.4tTotal Earnings: US$53.2bTotal Revenue: US$360.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Capital Markets Industry Price to Earnings3Y Average 21x202220232024
Current Industry PE
  • Investors are optimistic on the American Capital Markets industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 26.8x which is higher than its 3-year average PE of 21.0x.
  • The industry is trading close to its 3-year average PS ratio of 3.9x.
Past Earnings Growth
  • The earnings for companies in the Capital Markets industry have grown 8.2% per year over the last three years.
  • Revenues for these companies have grown 6.9% 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 Market1.81%
Financials1.37%
Capital Markets1.54%
Financial Exchanges and Data2.84%
Investment Banking and Brokerage1.43%
Asset Management0.66%
Diversified Capital Markets-2.89%
Industry PE
  • Investors are most optimistic about the Financial Exchanges and Data industry which is trading above its 3-year average PE ratio of 37.2x.
    • Analysts are expecting annual earnings growth of 11.1%, which is higher than its past year's earnings decline of 0.03% per year.
Forecasted Growth
  • Analysts are most optimistic on the Diversified Capital Markets industry, expecting annual earnings growth of 26% over the next 5 years.
  • In contrast, the Financial Exchanges and Data 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
COIN Coinbase GlobalUS$193.9411.9%
+US$5.0b
199.2%PE495.9x
CME CME GroupUS$219.444.0%
+US$3.0b
18.4%PE24.5x
KKR KKRUS$95.802.9%
+US$2.4b
70.0%PE23x
SPGI S&P GlobalUS$433.411.7%
+US$2.3b
27.0%PE51.8x
GS Goldman Sachs GroupUS$390.221.5%
+US$1.7b
11.0%PE17x
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Latest News

GS

US$390.22

Goldman Sachs Group

7D

1.5%

1Y

11.0%

BX

US$125.28

Blackstone

7D

-0.8%

1Y

38.0%

SCHW

US$64.40

Charles Schwab

7D

1.3%

1Y

-17.4%

HOOD

US$15.59

Robinhood Markets

7D

10.6%

1Y

54.8%

IVZ

US$15.09

Invesco

7D

-2.8%

1Y

-14.6%

CME

US$219.44

CME Group

7D

4.0%

1Y

18.4%

KKR

US$95.80

KKR

7D

2.9%

1Y

70.0%

SPGI

US$433.41

S&P Global

7D

1.7%

1Y

27.0%

XP

US$24.11

XP

7D

-4.4%

1Y

94.1%

BEN

US$26.73

Franklin Resources

7D

-1.4%

1Y

-9.3%

MC

US$53.53

Moelis

7D

-3.3%

1Y

25.0%

JGGC

US$1.70

Jaguar Global Growth Corporation I

7D

-79.5%

1Y

-83.3%

PV

US$7.63

Primavera Capital Acquisition

7D

-22.7%

1Y

-21.9%