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U.S. Investment Banking and Brokerage Industry Analysis
UpdatedDec 21, 2024
DataAggregated Company Financials
Companies53
- 7D-3.8%
- 3M19.3%
- 1Y40.7%
- YTDn/a
Over the last 7 days, the Investment Banking and Brokerage industry has dropped 3.8%, driven by a pullback from Charles Schwab of 6.6%. In the past year, the industry has gained 41%. As for the next few years, earnings are expected to grow by 13% per annum.
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 |
|---|---|---|---|---|---|---|
| Sat, 21 Dec 2024 | US$787.6b | US$293.0b | US$35.8b | 22.6x | 22x | 2.7x |
| Mon, 18 Nov 2024 | US$843.2b | US$278.6b | US$35.8b | 22.7x | 23.6x | 3x |
| Wed, 16 Oct 2024 | US$735.7b | US$273.9b | US$33.9b | 22x | 21.7x | 2.7x |
| Fri, 13 Sep 2024 | US$638.9b | US$273.0b | US$32.9b | 16.7x | 19.4x | 2.3x |
| Sun, 11 Aug 2024 | US$630.9b | US$272.6b | US$32.9b | 15.5x | 19.1x | 2.3x |
| Tue, 09 Jul 2024 | US$662.8b | US$254.7b | US$29.5b | 18.2x | 22.4x | 2.6x |
| Thu, 06 Jun 2024 | US$649.0b | US$253.9b | US$29.4b | 19.7x | 22.1x | 2.6x |
| Sat, 04 May 2024 | US$637.6b | US$247.9b | US$28.7b | 18x | 22.2x | 2.6x |
| Mon, 01 Apr 2024 | US$628.3b | US$242.7b | US$27.4b | 18.2x | 22.9x | 2.6x |
| Wed, 28 Feb 2024 | US$579.1b | US$242.1b | US$27.4b | 18x | 21.1x | 2.4x |
| Fri, 26 Jan 2024 | US$569.1b | US$238.0b | US$27.5b | 17.1x | 20.7x | 2.4x |
| Sun, 24 Dec 2023 | US$579.3b | US$237.6b | US$28.4b | 18x | 20.4x | 2.4x |
| Tue, 21 Nov 2023 | US$509.0b | US$237.4b | US$28.4b | 17.4x | 17.9x | 2.1x |
| Thu, 19 Oct 2023 | US$488.3b | US$236.2b | US$28.7b | 16.9x | 17x | 2.1x |
| Sat, 16 Sep 2023 | US$546.6b | US$236.8b | US$30.7b | 18.3x | 17.8x | 2.3x |
| Mon, 14 Aug 2023 | US$546.7b | US$236.7b | US$30.6b | 18.2x | 17.8x | 2.3x |
| Wed, 12 Jul 2023 | US$493.6b | US$241.9b | US$32.8b | 16.4x | 15.1x | 2x |
| Fri, 09 Jun 2023 | US$492.5b | US$240.4b | US$32.8b | 15x | 15x | 2x |
| Sun, 07 May 2023 | US$481.8b | US$239.9b | US$32.7b | 14.8x | 14.7x | 2x |
| Tue, 04 Apr 2023 | US$497.9b | US$239.8b | US$33.9b | 16.9x | 14.7x | 2.1x |
| Thu, 02 Mar 2023 | US$584.2b | US$239.9b | US$34.0b | 19.6x | 17.2x | 2.4x |
| Sat, 28 Jan 2023 | US$583.2b | US$243.0b | US$34.5b | 15.7x | 16.9x | 2.4x |
| Mon, 26 Dec 2022 | US$567.2b | US$247.1b | US$38.4b | 12.3x | 14.8x | 2.3x |
| Wed, 23 Nov 2022 | US$595.2b | US$247.3b | US$38.4b | 14.5x | 15.5x | 2.4x |
| Fri, 21 Oct 2022 | US$500.8b | US$243.9b | US$37.6b | 12.9x | 13.3x | 2.1x |
| Sun, 18 Sep 2022 | US$536.4b | US$246.6b | US$40.7b | 14.5x | 13.2x | 2.2x |
| Tue, 16 Aug 2022 | US$565.8b | US$246.6b | US$40.7b | 14.7x | 13.9x | 2.3x |
| Thu, 14 Jul 2022 | US$480.0b | US$244.5b | US$43.9b | 11.1x | 10.9x | 2x |
| Sat, 11 Jun 2022 | US$479.8b | US$245.6b | US$44.5b | 10.1x | 10.8x | 2x |
| Mon, 09 May 2022 | US$510.8b | US$245.8b | US$44.7b | 10.1x | 11.4x | 2.1x |
| Wed, 06 Apr 2022 | US$577.1b | US$248.7b | US$47.5b | 10.4x | 12.2x | 2.3x |
| Fri, 04 Mar 2022 | US$568.9b | US$246.6b | US$47.4b | 10.7x | 12x | 2.3x |
| Sun, 30 Jan 2022 | US$620.4b | US$241.5b | US$47.5b | 11.6x | 13.1x | 2.6x |
| Tue, 28 Dec 2021 | US$643.4b | US$238.9b | US$47.5b | 11.5x | 13.5x | 2.7x |
Price to Earnings Ratio
13.5x
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 22.0x which is higher than its 3-year average PE of 16.9x.
- The 3-year average PS ratio of 2.3x is lower than the industry's current PS ratio of 2.7x.
Past Earnings Growth
- The earnings for companies in the Investment Banking and Brokerage industry have declined 9.0% per year over the last three years.
- Meanwhile revenues for these companies have grown 7.0% 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 Comparison
How does U.S. Investment Banking and Brokerage compare with similar industries?
| US Market | -2.39% | |
| Financials | -2.56% | |
| Capital Markets | -4.09% | |
| Investment Banking and Brokerage | -3.85% | |
| Financial Exchanges and Data | -3.46% | |
| Asset Management | -4.72% | |
| Diversified Capital Markets | -8.69% | |
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 | |
|---|---|---|---|---|---|
| GHL Greenhill | US$14.99 | 1.1% +US$3.2m | 52.2% | PS1.3x | |
| MDBH MDB Capital Holdings | US$6.34 | 2.2% +US$1.4m | -38.0% | PS32.5x | |
| LGHL Lion Group Holding | US$0.16 | 21.7% +US$195.9k | -85.3% | PS0.06x |
