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U.S. Investment Banking and Brokerage Industry Analysis

UpdatedSep 24, 2023
DataAggregated Company Financials
Companies53
  • 7D-5.0%
  • 3M4.6%
  • 1Y2.3%
  • YTD-6.5%

Over the last 7 days, the Investment Banking and Brokerage industry has dropped 5.0%, driven by Morgan Stanley declining 5.8%. Over the last year, the industry has been flat overall. As for the next few years, earnings are expected to grow by 15% per annum.

Industry Valuation and Performance

Has the U.S. Investment Banking and Brokerage Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 24 Sep 2023US$524.6bUS$236.8bUS$30.7b18x17.1x2.2x
Tue, 22 Aug 2023US$526.4bUS$236.7bUS$30.6b17.6x17.2x2.2x
Thu, 20 Jul 2023US$540.5bUS$241.2bUS$30.3b16.9x17.8x2.2x
Sat, 17 Jun 2023US$498.8bUS$240.4bUS$32.8b15.3x15.2x2.1x
Mon, 15 May 2023US$470.0bUS$240.2bUS$32.7b14x14.4x2x
Wed, 12 Apr 2023US$493.4bUS$239.8bUS$33.9b17.5x14.6x2.1x
Fri, 10 Mar 2023US$551.3bUS$239.9bUS$34.0b17.8x16.2x2.3x
Sun, 05 Feb 2023US$603.6bUS$241.8bUS$34.2b17.5x17.7x2.5x
Tue, 03 Jan 2023US$560.8bUS$247.1bUS$38.4b13.5x14.6x2.3x
Thu, 01 Dec 2022US$608.6bUS$247.2bUS$38.4b13.7x15.8x2.5x
Sat, 29 Oct 2022US$563.4bUS$243.6bUS$37.5b14x15x2.3x
Mon, 26 Sep 2022US$509.6bUS$246.6bUS$40.7b12.9x12.5x2.1x
Wed, 24 Aug 2022US$544.2bUS$246.6bUS$40.7b13.7x13.4x2.2x
Fri, 22 Jul 2022US$516.6bUS$181.8bUS$40.8b11.7x12.7x2.8x
Sun, 19 Jun 2022US$460.5bUS$245.1bUS$44.2b9x10.4x1.9x
Tue, 17 May 2022US$496.7bUS$245.8bUS$44.7b9.9x11.1x2x
Thu, 14 Apr 2022US$570.8bUS$247.9bUS$47.4b10.1x12x2.3x
Sat, 12 Mar 2022US$550.8bUS$246.6bUS$47.4b10.4x11.6x2.2x
Mon, 07 Feb 2022US$647.9bUS$241.7bUS$47.5b12x13.6x2.7x
Wed, 05 Jan 2022US$659.3bUS$238.9bUS$47.5b11.5x13.9x2.8x
Fri, 03 Dec 2021US$610.5bUS$238.9bUS$47.5b11.1x12.8x2.6x
Sun, 31 Oct 2021US$672.1bUS$239.9bUS$47.0b13.3x14.3x2.8x
Tue, 28 Sep 2021US$626.9bUS$227.8bUS$46.0b14.2x13.6x2.8x
Thu, 26 Aug 2021US$597.5bUS$227.9bUS$46.0b12.7x13x2.6x
Fri, 02 Jul 2021US$587.1bUS$227.9bUS$46.0b11.4x12.8x2.6x
Mon, 05 Apr 2021US$514.0bUS$214.5bUS$39.1b13.6x13.1x2.4x
Thu, 07 Jan 2021US$416.8bUS$200.8bUS$28.6b15.2x14.6x2.1x
Wed, 30 Sep 2020US$272.9bUS$193.3bUS$23.2b14.5x11.7x1.4x
Price to Earnings Ratio

11.7x


Total Market Cap: US$272.9bTotal Earnings: US$23.2bTotal Revenue: US$193.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Investment Banking and Brokerage Industry Price to Earnings3Y Average 14.1x202120222023
Current Industry PE
  • Investors are optimistic on the American Investment Banking and Brokerage industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 17.1x which is higher than its 3-year average PE of 14.1x.
  • The industry is trading close to its 3-year average PS ratio of 2.3x.
Past Earnings Growth
  • The earnings for companies in the Investment Banking and Brokerage industry have grown 9.8% per year over the last three years.
  • Revenues for these companies have grown 7.0% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Comparison

How does U.S. Investment Banking and Brokerage compare with similar industries?

US Market-3.07%
Financials-2.99%
Capital Markets-3.97%
Investment Banking and Brokerage-4.99%
Asset Management-3.24%
Financial Exchanges and Data-3.82%
Diversified Capital Markets-6.28%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
SNEX StoneX GroupUS$95.742.6%
+US$50.3m
19.3%PE8.6x
SWIN Solowin HoldingsUS$3.7058.8%
+US$19.2m
n/aPE38.4x
VIRT Virtu FinancialUS$17.160.2%
+US$3.8m
-24.4%PE11.9x
GHL GreenhillUS$14.790.1%
+US$376.1k
143.7%PE18.3x
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GS

US$327.89

Goldman Sachs Group

7D

-4.3%

1Y

8.6%

XP

US$23.38

XP

7D

-11.3%

1Y

22.2%

RJF

US$101.21

Raymond James Financial

7D

-6.0%

1Y

-0.7%

SNEX

US$95.74

StoneX Group

7D

2.6%

1Y

19.3%

SCHW

US$55.15

Charles Schwab

7D

-5.3%

1Y

-22.2%

HOOD

US$9.70

Robinhood Markets

7D

-9.1%

1Y

2.8%

IBKR

US$87.87

Interactive Brokers Group

7D

-4.2%

1Y

35.9%

LPLA

US$241.15

LPL Financial Holdings

7D

-2.4%

1Y

9.0%

VIRT

US$17.16

Virtu Financial

7D

0.2%

1Y

-24.4%

SWIN

US$3.70

Solowin Holdings

7D

58.8%

1Y

n/a

GHL

US$14.79

Greenhill

7D

0.1%

1Y

143.7%