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U.S. Investment Banking and Brokerage Industry Analysis

UpdatedNov 20, 2024
DataAggregated Company Financials
Companies47
  • 7D0.4%
  • 3M28.3%
  • 1Y70.0%
  • YTDn/a

In the last week, Investment Banking and Brokerage has been flat. As for the the longer term, the industry is up 70% over the past 12 months. Earnings are forecast to grow by 12% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 20 Nov 2024US$846.1bUS$278.7bUS$35.8b22.3x23.6x3x
Fri, 18 Oct 2024US$749.8bUS$276.6bUS$35.0b22.8x21.4x2.7x
Sun, 15 Sep 2024US$647.8bUS$273.0bUS$33.0b17.1x19.7x2.4x
Tue, 13 Aug 2024US$630.9bUS$272.7bUS$32.9b15.7x19.2x2.3x
Thu, 11 Jul 2024US$672.4bUS$254.7bUS$29.5b18.6x22.8x2.6x
Sat, 08 Jun 2024US$656.0bUS$254.0bUS$29.4b17.8x22.3x2.6x
Mon, 06 May 2024US$644.5bUS$247.9bUS$28.7b18x22.4x2.6x
Wed, 03 Apr 2024US$625.2bUS$242.7bUS$27.4b17.9x22.8x2.6x
Fri, 01 Mar 2024US$584.6bUS$242.3bUS$27.4b17.3x21.3x2.4x
Sun, 28 Jan 2024US$569.6bUS$238.0bUS$27.4b17.5x20.8x2.4x
Tue, 26 Dec 2023US$579.3bUS$237.6bUS$28.4b18x20.4x2.4x
Thu, 23 Nov 2023US$507.6bUS$237.4bUS$28.4b17.3x17.9x2.1x
Sat, 21 Oct 2023US$469.7bUS$236.4bUS$28.5b16.3x16.5x2x
Mon, 18 Sep 2023US$552.1bUS$236.8bUS$30.7b18.2x18x2.3x
Wed, 16 Aug 2023US$533.3bUS$236.7bUS$30.6b17.8x17.4x2.3x
Fri, 14 Jul 2023US$505.4bUS$241.9bUS$32.8b16.4x15.4x2.1x
Sun, 11 Jun 2023US$494.1bUS$240.4bUS$32.8b15.2x15.1x2.1x
Tue, 09 May 2023US$477.9bUS$239.9bUS$32.7b14.8x14.6x2x
Thu, 06 Apr 2023US$482.1bUS$239.8bUS$33.9b16.2x14.2x2x
Sat, 04 Mar 2023US$593.4bUS$239.8bUS$34.0b19.5x17.5x2.5x
Mon, 30 Jan 2023US$582.7bUS$243.0bUS$34.5b15.7x16.9x2.4x
Wed, 28 Dec 2022US$563.8bUS$247.1bUS$38.4b14.8x14.7x2.3x
Fri, 25 Nov 2022US$597.6bUS$247.2bUS$38.4b14.4x15.6x2.4x
Sun, 23 Oct 2022US$518.1bUS$243.9bUS$37.6b13.3x13.8x2.1x
Tue, 20 Sep 2022US$545.0bUS$246.6bUS$40.7b14.3x13.4x2.2x
Thu, 18 Aug 2022US$565.6bUS$246.6bUS$40.7b14.5x13.9x2.3x
Sat, 16 Jul 2022US$481.6bUS$242.8bUS$42.9b11.6x11.2x2x
Mon, 13 Jun 2022US$479.2bUS$245.6bUS$44.5b9.6x10.8x2x
Wed, 11 May 2022US$491.2bUS$245.8bUS$44.7b9.9x11x2x
Fri, 08 Apr 2022US$559.9bUS$248.6bUS$47.4b10.2x11.8x2.3x
Sun, 06 Mar 2022US$555.1bUS$246.6bUS$47.4b10.6x11.7x2.3x
Tue, 01 Feb 2022US$627.9bUS$241.4bUS$47.5b11.8x13.2x2.6x
Thu, 30 Dec 2021US$635.3bUS$238.9bUS$47.5b11.5x13.4x2.7x
Sat, 27 Nov 2021US$633.9bUS$241.3bUS$47.6b11.3x13.3x2.6x
Price to Earnings Ratio

13.3x


Total Market Cap: US$633.9bTotal Earnings: US$47.6bTotal Revenue: US$241.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Investment Banking and Brokerage Industry Price to Earnings3Y Average 16.6x202220232024
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 23.6x which is higher than its 3-year average PE of 16.6x.
  • The 3-year average PS ratio of 2.3x is lower than the industry's current PS ratio of 3.0x.
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 4.9% 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-1.19%
Financials-0.27%
Capital Markets0.17%
Investment Banking and Brokerage0.38%
Financial Exchanges and Data0.53%
Asset Management-0.24%
Diversified Capital Markets-1.98%
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
SCHW Charles SchwabUS$80.192.5%
+US$3.6b
43.4%PE31.3x
HOOD Robinhood MarketsUS$35.2410.4%
+US$2.9b
328.7%PE59.3x
IBKR Interactive Brokers GroupUS$185.513.8%
+US$746.9m
130.0%PE28.9x
RJF Raymond James FinancialUS$162.621.2%
+US$402.5m
55.0%PE16.1x
VIRT Virtu FinancialUS$36.905.6%
+US$168.5m
108.6%PE18x
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Latest News

FUTU

US$86.70

Futu Holdings

7D

-4.5%

1Y

46.0%

HOOD

US$35.24

Robinhood Markets

7D

10.4%

1Y

328.7%

FRHC

US$117.00

Freedom Holding

7D

2.1%

1Y

40.2%

PWP

US$25.41

Perella Weinberg Partners

7D

1.4%

1Y

124.7%

SNEX

US$96.71

StoneX Group

7D

1.1%

1Y

62.1%

BGC

US$10.36

BGC Group

7D

-2.5%

1Y

56.0%

PJT

US$155.54

PJT Partners

7D

-2.1%

1Y

81.9%

MC

US$73.93

Moelis

7D

-1.9%

1Y

65.2%

IBKR

US$185.51

Interactive Brokers Group

7D

3.8%

1Y

130.0%