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U.S. Investment Banking and Brokerage Industry Analysis

UpdatedAug 09, 2025
DataAggregated Company Financials
Companies56
  • 7D3.4%
  • 3M25.9%
  • 1Y68.6%
  • YTDn/a

The Investment Banking and Brokerage industry is up 3.4% in the last week, with Robinhood Markets up 15%. This means that the industry has gained 69% over the past year. Looking forward, earnings are forecast to grow by 9.6% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 09 Aug 2025US$1.0tUS$363.5bUS$48.2b22.3x21.3x2.8x
Mon, 07 Jul 2025US$997.2bUS$348.7bUS$46.0b20.6x21.7x2.9x
Wed, 04 Jun 2025US$877.5bUS$348.3bUS$46.2b17x19x2.5x
Fri, 02 May 2025US$796.1bUS$319.4bUS$43.9b18.4x18.1x2.5x
Sun, 30 Mar 2025US$783.5bUS$315.2bUS$42.1b18.7x18.6x2.5x
Tue, 25 Feb 2025US$883.0bUS$312.5bUS$42.6b22.5x20.8x2.8x
Thu, 23 Jan 2025US$893.4bUS$300.9bUS$41.0b23.7x21.8x3x
Sat, 21 Dec 2024US$787.6bUS$293.0bUS$35.8b22.6x22x2.7x
Mon, 18 Nov 2024US$843.2bUS$278.6bUS$35.8b22.7x23.6x3x
Wed, 16 Oct 2024US$735.7bUS$273.9bUS$33.9b22x21.7x2.7x
Fri, 13 Sep 2024US$638.9bUS$273.0bUS$32.9b16.7x19.4x2.3x
Sun, 11 Aug 2024US$630.9bUS$272.6bUS$32.9b15.5x19.1x2.3x
Tue, 09 Jul 2024US$662.8bUS$254.7bUS$29.5b18.2x22.4x2.6x
Thu, 06 Jun 2024US$649.0bUS$253.9bUS$29.4b19.7x22.1x2.6x
Sat, 04 May 2024US$637.6bUS$247.9bUS$28.7b18x22.2x2.6x
Mon, 01 Apr 2024US$628.3bUS$242.7bUS$27.4b18.2x22.9x2.6x
Wed, 28 Feb 2024US$579.1bUS$242.1bUS$27.4b18x21.1x2.4x
Fri, 26 Jan 2024US$569.1bUS$238.0bUS$27.5b17.1x20.7x2.4x
Sun, 24 Dec 2023US$579.3bUS$237.6bUS$28.4b18x20.4x2.4x
Tue, 21 Nov 2023US$509.0bUS$237.4bUS$28.4b17.4x17.9x2.1x
Thu, 19 Oct 2023US$488.3bUS$236.2bUS$28.7b16.9x17x2.1x
Sat, 16 Sep 2023US$546.6bUS$236.8bUS$30.7b18.3x17.8x2.3x
Mon, 14 Aug 2023US$546.7bUS$236.7bUS$30.6b18.2x17.8x2.3x
Wed, 12 Jul 2023US$493.6bUS$241.9bUS$32.8b16.4x15.1x2x
Fri, 09 Jun 2023US$492.5bUS$240.4bUS$32.8b15x15x2x
Sun, 07 May 2023US$481.8bUS$239.9bUS$32.7b14.8x14.7x2x
Tue, 04 Apr 2023US$497.9bUS$239.8bUS$33.9b16.9x14.7x2.1x
Thu, 02 Mar 2023US$584.2bUS$239.9bUS$34.0b19.6x17.2x2.4x
Sat, 28 Jan 2023US$583.2bUS$243.0bUS$34.5b15.7x16.9x2.4x
Mon, 26 Dec 2022US$567.2bUS$247.1bUS$38.4b12.3x14.8x2.3x
Wed, 23 Nov 2022US$595.2bUS$247.3bUS$38.4b14.5x15.5x2.4x
Fri, 21 Oct 2022US$500.8bUS$243.9bUS$37.6b12.9x13.3x2.1x
Sun, 18 Sep 2022US$536.4bUS$246.6bUS$40.7b14.5x13.2x2.2x
Tue, 16 Aug 2022US$565.8bUS$246.6bUS$40.7b14.7x13.9x2.3x
Price to Earnings Ratio

13.9x


Total Market Cap: US$565.8bTotal Earnings: US$40.7bTotal Revenue: US$246.6bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Investment Banking and Brokerage Industry Price to Earnings3Y Average 18.6x202320242025
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 21.3x which is higher than its 3-year average PE of 18.6x.
  • The 3-year average PS ratio of 2.4x is lower than the industry's current PS ratio of 2.8x.
Past Earnings Growth
  • The earnings for companies in the Investment Banking and Brokerage industry have grown 5.8% 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 Comparison

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

US Market2.31%
Financials0.98%
Capital Markets2.12%
Investment Banking and Brokerage3.41%
Diversified Capital Markets4.88%
Asset Management1.72%
Financial Exchanges and Data0.83%
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
HOOD Robinhood MarketsUS$114.6314.7%
+US$13.1b		539.7%PE57x
MS Morgan StanleyUS$143.182.9%
+US$5.4b		51.2%PE16.2x
GS Goldman Sachs GroupUS$721.271.6%
+US$3.4b		47.1%PE14.2x
SCHW Charles SchwabUS$97.081.6%
+US$2.8b		55.6%PE26x
FUTU Futu HoldingsUS$160.9213.6%
+US$2.7b		176.3%PE26.8x

Latest News

PJT
US$176.56
PJT Partners
7D
-1.4%
1Y
44.8%
SCHW
US$97.08
Charles Schwab
7D
1.6%
1Y
55.6%
ETOR
US$57.93
eToro Group
7D
-0.3%
1Y
n/a
OPY
US$71.90
Oppenheimer Holdings
7D
-1.9%
1Y
46.9%
VIRT
US$42.44
Virtu Financial
7D
-2.1%
1Y
45.4%
SNEX
US$89.33
StoneX Group
7D
-7.9%
1Y
74.7%
HOOD
US$114.63
Robinhood Markets
7D
14.7%
1Y
539.7%
FUTU
US$160.92
Futu Holdings
7D
13.6%
1Y
176.3%
MRX
US$35.41
Marex Group
7D
-6.5%
1Y
67.9%

Here's Why Marex Group (NASDAQ:MRX) Has Caught The Eye Of Investors

Aug 06
Here's Why Marex Group (NASDAQ:MRX) Has Caught The Eye Of Investors
HLI
US$188.89
Houlihan Lokey
7D
-0.5%
1Y
26.0%
IBKR
US$65.91
Interactive Brokers Group
7D
3.6%
1Y
126.2%
GS
US$721.27
Goldman Sachs Group
7D
1.6%
1Y
47.1%

Goldman Sachs Group (NYSE:GS) Will Pay A Larger Dividend Than Last Year At $4.00

Aug 05
Goldman Sachs Group (NYSE:GS) Will Pay A Larger Dividend Than Last Year At $4.00
BULL
US$15.00
Webull
7D
12.5%
1Y
33.9%
FRHC
US$178.29
Freedom Holding
7D
-2.1%
1Y
102.8%
MS
US$143.18
Morgan Stanley
7D
2.9%
1Y
51.2%
JEF
US$58.48
Jefferies Financial Group
7D
4.6%
1Y
5.9%