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U.S. Investment Banking and Brokerage Industry Analysis

UpdatedAug 14, 2026
DataAggregated Company Financials
Companies55
  • 7D2.8%
  • 3M11.8%
  • 1Y23.2%
  • YTDn/a

Over the last 7 days, the Investment Banking and Brokerage industry has remained flat. The past year has been better, since the industry has gained 21% in that time. As for the next few years, earnings are expected to grow by 7.6% 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
Fri, 14 Aug 2026US$1.3tUS$457.6bUS$64.0b16.1x20.3x2.8x
Sun, 12 Jul 2026US$1.3tUS$436.1bUS$57.3b17.8x23x3x
Tue, 09 Jun 2026US$1.2tUS$435.5bUS$57.1b17.3x21.3x2.8x
Thu, 07 May 2026US$1.2tUS$424.7bUS$57.0b17.1x20.3x2.7x
Sat, 04 Apr 2026US$1.1tUS$414.7bUS$53.7b16.7x19.6x2.5x
Mon, 02 Mar 2026US$1.1tUS$408.7bUS$53.7b17.7x20.1x2.6x
Wed, 28 Jan 2026US$1.2tUS$385.3bUS$53.7b18.8x22.4x3.1x
Fri, 26 Dec 2025US$1.2tUS$379.9bUS$51.7b19.5x22.9x3.1x
Sun, 23 Nov 2025US$970.1bUS$378.4bUS$51.7b17.6x18.8x2.6x
Tue, 21 Oct 2025US$1.1tUS$371.9bUS$51.6b20x21.6x3x
Thu, 18 Sep 2025US$1.1tUS$364.5bUS$48.0b23.7x22.7x3x
Sat, 16 Aug 2025US$1.1tUS$364.0bUS$48.2b21.5x21.9x2.9x
Mon, 14 Jul 2025US$995.0bUS$348.6bUS$45.9b23.7x21.7x2.9x
Wed, 11 Jun 2025US$895.1bUS$348.3bUS$46.2b17.5x19.4x2.6x
Fri, 09 May 2025US$802.0bUS$334.5bUS$44.7b17.7x17.9x2.4x
Sun, 06 Apr 2025US$672.9bUS$313.4bUS$42.7b15.2x15.8x2.1x
Tue, 04 Mar 2025US$877.7bUS$312.4bUS$42.5b21.9x20.7x2.8x
Thu, 30 Jan 2025US$906.8bUS$301.6bUS$41.2b23.4x22x3x
Sat, 28 Dec 2024US$822.7bUS$293.0bUS$35.8b23.1x23x2.8x
Mon, 25 Nov 2024US$860.0bUS$293.1bUS$35.9b20.9x24x2.9x
Wed, 23 Oct 2024US$742.5bUS$276.6bUS$35.0b22.7x21.2x2.7x
Fri, 20 Sep 2024US$659.4bUS$273.1bUS$33.0b17.8x20x2.4x
Sun, 18 Aug 2024US$662.7bUS$273.1bUS$33.0b16.7x20.1x2.4x
Tue, 16 Jul 2024US$681.9bUS$254.7bUS$29.5b19.1x23.1x2.7x
Thu, 13 Jun 2024US$645.5bUS$253.9bUS$29.4b17.8x22x2.5x
Sat, 11 May 2024US$654.3bUS$253.9bUS$29.4b18.2x22.2x2.6x
Mon, 08 Apr 2024US$619.2bUS$242.7bUS$27.4b17.7x22.6x2.6x
Wed, 06 Mar 2024US$597.3bUS$242.3bUS$27.5b17.5x21.8x2.5x
Fri, 02 Feb 2024US$564.4bUS$238.0bUS$27.4b17.2x20.6x2.4x
Sun, 31 Dec 2023US$584.0bUS$237.6bUS$28.4b18.8x20.5x2.5x
Tue, 28 Nov 2023US$508.1bUS$237.5bUS$28.4b17.2x17.9x2.1x
Thu, 26 Oct 2023US$459.8bUS$236.4bUS$28.5b15.3x16.1x1.9x
Sat, 23 Sep 2023US$524.6bUS$236.8bUS$30.7b18x17.1x2.2x
Mon, 21 Aug 2023US$526.4bUS$236.7bUS$30.6b17.5x17.2x2.2x
Price to Earnings Ratio

17.2x


Total Market Cap: US$526.4bTotal Earnings: US$30.6bTotal Revenue: US$236.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Investment Banking and Brokerage Industry Price to Earnings3Y Average 20.7x202420252026
Current Industry PE
  • Investors are pessimistic on the American Investment Banking and Brokerage industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 18.3x which is lower than its 3-year average PE of 20.7x.
  • The industry is trading close to its 3-year average PS ratio of 2.6x.
Past Earnings Growth
  • The earnings for companies in the Investment Banking and Brokerage industry have grown 28% per year over the last three years.
  • Revenues for these companies have grown 25% 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 Market1.74%
Financials1.01%
Capital Markets3.92%
Investment Banking and Brokerage2.81%
Diversified Capital Markets6.31%
Asset Management5.70%
Financial Exchanges and Data3.26%
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$99.379.5%
+US$7.8b		-10.2%PE43.1x
MS Morgan StanleyUS$218.382.2%
+US$7.3b		47.0%PE17.5x
SCHW Charles SchwabUS$110.062.2%
+US$3.1b		12.6%PE19.6x
GS Goldman Sachs GroupUS$1.04k1.0%
+US$3.0b		39.5%PE15.8x
IBKR Interactive Brokers GroupUS$91.426.3%
+US$2.4b		43.0%PE36.8x

Latest News

IBKR
US$91.42
Interactive Brokers Group
7D
6.3%
1Y
43.0%
SECZ
US$5.70
Securitize
7D
-20.7%
1Y
-46.7%
MRX
US$72.36
Marex Group
7D
16.1%
1Y
101.9%
SCHW
US$110.06
Charles Schwab
7D
2.2%
1Y
12.6%
GS
US$1,042.63
Goldman Sachs Group
7D
1.0%
1Y
39.5%
ETOR
US$28.94
eToro Group
7D
-18.4%
1Y
-39.2%
LPLA
US$374.96
LPL Financial Holdings
7D
4.4%
1Y
5.3%
MS
US$218.38
Morgan Stanley
7D
2.2%
1Y
47.0%
FRHC
US$146.58
Freedom Holding
7D
-0.6%
1Y
-15.2%
JEF
US$55.86
Jefferies Financial Group
7D
-0.8%
1Y
-9.5%
TIGR
US$4.66
UP Fintech Holding
7D
-1.7%
1Y
-55.3%
Seeking Alpha • Aug 10

UP Fintech: Mixed Takeaways From Policy Developments And Investor Events (Downgrade)

Summary UP Fintech Holding Limited is downgraded from "Buy" to "Hold" due to a balanced risk-reward profile following regulatory- and operational-related updates. Improved regulatory clarity paves the way for TIGR to continue serving its Mainland Chinese clients offshore, but intensified tax enforcement and capital controls threaten long-term asset growth. TIGR is pursuing new revenue streams and cost discipline. On the flip side, user acquisition lags expectations, on top of heavy U.S. market concentration risks. Read the full article on Seeking Alpha
BULL
US$7.95
Webull
7D
10.1%
1Y
-48.5%
WTF
US$2.93
Waton Financial
7D
-1.7%
1Y
-32.6%
XP
US$15.84
XP
7D
-5.0%
1Y
-8.9%
Narrative Update • Jul 31

XP: Future Upside Hinges On Business Expansion And 2033 Scale Ambitions

Analysts have trimmed their price target on XP to $25 from $28. This reflects updated assumptions that combine slightly lower revenue growth expectations, a modestly higher profit margin outlook, and a marginally reduced future P/E multiple.
HOOD
US$99.37
Robinhood Markets
7D
9.5%
1Y
-10.2%
Seeking Alpha • Jul 29

Robinhood: A Decent Q2 Despite Crypto Flop

Summary Robinhood Markets, Inc. reported record Q2 net revenue of $1.31B and EPS of $0.62, but earnings were boosted by one-off items. HOOD's business remains heavily reliant on speculative retail trading, with options and event contracts driving growth while crypto revenues declined sharply. Management trimmed 2026 expense guidance and executed workforce reductions, yet continues aggressive expansion into blockchain, tokenization, and global crypto markets. At a $82B market cap and 44x trailing earnings, HOOD stock's valuation prices in sustained growth, but profitability remains highly sensitive to retail trading sentiment. Read the full article on Seeking Alpha
PLUT
US$2.73
Plutus Financial Group
7D
-6.7%
1Y
-5.4%