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U.S. Investment Banking and Brokerage Industry Analysis
UpdatedApr 13, 2025
DataAggregated Company Financials
Companies55
- 7D9.1%
- 3M-7.8%
- 1Y25.1%
- YTDn/a
In the last week, the Investment Banking and Brokerage industry is up 9.1%, with Charles Schwab leading the way, up 11%. This takes the industry's 12 month performance to a gain of 25%. Earnings are forecast to grow by 8.0% annually.
Industry Valuation and Performance
Has the U.S. Investment Banking and Brokerage Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 13 Apr 2025 | US$733.6b | US$315.9b | US$43.6b | 14.8x | 16.8x | 2.3x |
| Tue, 11 Mar 2025 | US$809.6b | US$315.0b | US$42.0b | 18.1x | 19.3x | 2.6x |
| Thu, 06 Feb 2025 | US$910.5b | US$303.1b | US$41.5b | 23x | 21.9x | 3x |
| Sat, 04 Jan 2025 | US$811.1b | US$292.9b | US$35.7b | 23.9x | 22.7x | 2.8x |
| Mon, 02 Dec 2024 | US$861.0b | US$293.1b | US$35.8b | 21.2x | 24x | 2.9x |
| Wed, 30 Oct 2024 | US$751.1b | US$277.6b | US$35.4b | 23.3x | 21.2x | 2.7x |
| Fri, 27 Sep 2024 | US$673.9b | US$273.6b | US$33.0b | 19.5x | 20.4x | 2.5x |
| Sun, 25 Aug 2024 | US$627.8b | US$273.0b | US$33.0b | 17.1x | 19x | 2.3x |
| Tue, 23 Jul 2024 | US$651.4b | US$258.8b | US$32.4b | 16.8x | 20.1x | 2.5x |
| Thu, 20 Jun 2024 | US$651.1b | US$254.0b | US$29.4b | 17.7x | 22.1x | 2.6x |
| Sat, 18 May 2024 | US$670.5b | US$253.9b | US$29.4b | 19.7x | 22.8x | 2.6x |
| Mon, 15 Apr 2024 | US$594.4b | US$242.7b | US$27.4b | 16.9x | 21.7x | 2.4x |
| Wed, 13 Mar 2024 | US$589.1b | US$242.3b | US$27.4b | 18.2x | 21.5x | 2.4x |
| Fri, 09 Feb 2024 | US$562.3b | US$241.7b | US$27.2b | 17.1x | 20.7x | 2.3x |
| Sun, 07 Jan 2024 | US$584.6b | US$240.0b | US$28.3b | 18.4x | 20.6x | 2.4x |
| Tue, 05 Dec 2023 | US$527.8b | US$237.5b | US$28.4b | 17.1x | 18.6x | 2.2x |
| Thu, 02 Nov 2023 | US$468.8b | US$236.9b | US$28.3b | 16x | 16.6x | 2x |
| Sat, 30 Sep 2023 | US$519.6b | US$236.4b | US$30.6b | 18.2x | 17x | 2.2x |
| Mon, 28 Aug 2023 | US$522.1b | US$236.8b | US$30.7b | 17.4x | 17x | 2.2x |
| Wed, 26 Jul 2023 | US$547.5b | US$241.3b | US$30.3b | 17.2x | 18.1x | 2.3x |
| Fri, 23 Jun 2023 | US$490.4b | US$240.4b | US$32.8b | 15.4x | 14.9x | 2x |
| Sun, 21 May 2023 | US$476.6b | US$237.7b | US$32.0b | 14.6x | 14.9x | 2x |
| Tue, 18 Apr 2023 | US$511.8b | US$239.9b | US$33.9b | 18x | 15.1x | 2.1x |
| Thu, 16 Mar 2023 | US$502.0b | US$239.8b | US$34.0b | 16.5x | 14.8x | 2.1x |
| Sat, 11 Feb 2023 | US$599.0b | US$240.0b | US$34.4b | 19x | 17.4x | 2.5x |
| Mon, 09 Jan 2023 | US$572.8b | US$247.1b | US$38.4b | 14x | 14.9x | 2.3x |
| Wed, 07 Dec 2022 | US$584.4b | US$247.2b | US$38.4b | 13.7x | 15.2x | 2.4x |
| Fri, 04 Nov 2022 | US$568.7b | US$243.7b | US$37.5b | 14.2x | 15.2x | 2.3x |
| Sun, 02 Oct 2022 | US$502.0b | US$246.1b | US$40.5b | 12.3x | 12.4x | 2x |
| Tue, 30 Aug 2022 | US$534.8b | US$246.7b | US$40.7b | 13.6x | 13.1x | 2.2x |
| Thu, 28 Jul 2022 | US$504.7b | US$238.9b | US$40.8b | 12.1x | 12.4x | 2.1x |
| Sat, 25 Jun 2022 | US$472.1b | US$245.1b | US$44.2b | 9.6x | 10.7x | 1.9x |
| Mon, 23 May 2022 | US$491.9b | US$245.9b | US$44.7b | 9.8x | 11x | 2x |
| Wed, 20 Apr 2022 | US$569.3b | US$241.4b | US$44.0b | 10.9x | 12.9x | 2.4x |
Price to Earnings Ratio
12.9x
Current Industry PE
- Investors are relatively neutral on the American Investment Banking and Brokerage 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 17.7x.
- The industry is trading close to its 3-year average PS ratio of 2.4x.
Past Earnings Growth
- The earnings for companies in the Investment Banking and Brokerage industry have remained mostly flat over the last three years.
- Meanwhile revenues for these companies have grown 9.4% 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 and as a result, profits have held steady.
Industry Comparison
How does U.S. Investment Banking and Brokerage compare with similar industries?
| US Market | 5.42% | |
| Financials | 4.96% | |
| Capital Markets | 6.11% | |
| Investment Banking and Brokerage | 9.07% | |
| Diversified Capital Markets | 12.82% | |
| Asset Management | 5.77% | |
| Financial Exchanges and Data | 3.01% | |
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?
| 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 | |
| HOOD Robinhood Markets | US$43.68 | 26.6% +US$8.1b | 143.1% | PE27.4x | |
| GS Goldman Sachs Group | US$494.44 | 5.0% +US$7.7b | 26.9% | PE11.9x | |
| IBKR Interactive Brokers Group | US$171.35 | 17.3% +US$2.8b | 55.2% | PE24.7x |
