U.S. Investment Banking and Brokerage Industry Analysis
UpdatedSep 24, 2023
DataAggregated Company Financials
Companies53
- 7D-5.0%
- 3M4.6%
- 1Y2.3%
- YTD-6.5%
Over the last 7 days, the Investment Banking and Brokerage industry has dropped 5.0%, driven by Morgan Stanley declining 5.8%. Over the last year, the industry has been flat overall. As for the next few years, earnings are expected to grow by 15% 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 |
|---|---|---|---|---|---|---|
| Sun, 24 Sep 2023 | US$524.6b | US$236.8b | US$30.7b | 18x | 17.1x | 2.2x |
| Tue, 22 Aug 2023 | US$526.4b | US$236.7b | US$30.6b | 17.6x | 17.2x | 2.2x |
| Thu, 20 Jul 2023 | US$540.5b | US$241.2b | US$30.3b | 16.9x | 17.8x | 2.2x |
| Sat, 17 Jun 2023 | US$498.8b | US$240.4b | US$32.8b | 15.3x | 15.2x | 2.1x |
| Mon, 15 May 2023 | US$470.0b | US$240.2b | US$32.7b | 14x | 14.4x | 2x |
| Wed, 12 Apr 2023 | US$493.4b | US$239.8b | US$33.9b | 17.5x | 14.6x | 2.1x |
| Fri, 10 Mar 2023 | US$551.3b | US$239.9b | US$34.0b | 17.8x | 16.2x | 2.3x |
| Sun, 05 Feb 2023 | US$603.6b | US$241.8b | US$34.2b | 17.5x | 17.7x | 2.5x |
| Tue, 03 Jan 2023 | US$560.8b | US$247.1b | US$38.4b | 13.5x | 14.6x | 2.3x |
| Thu, 01 Dec 2022 | US$608.6b | US$247.2b | US$38.4b | 13.7x | 15.8x | 2.5x |
| Sat, 29 Oct 2022 | US$563.4b | US$243.6b | US$37.5b | 14x | 15x | 2.3x |
| Mon, 26 Sep 2022 | US$509.6b | US$246.6b | US$40.7b | 12.9x | 12.5x | 2.1x |
| Wed, 24 Aug 2022 | US$544.2b | US$246.6b | US$40.7b | 13.7x | 13.4x | 2.2x |
| Fri, 22 Jul 2022 | US$516.6b | US$181.8b | US$40.8b | 11.7x | 12.7x | 2.8x |
| Sun, 19 Jun 2022 | US$460.5b | US$245.1b | US$44.2b | 9x | 10.4x | 1.9x |
| Tue, 17 May 2022 | US$496.7b | US$245.8b | US$44.7b | 9.9x | 11.1x | 2x |
| Thu, 14 Apr 2022 | US$570.8b | US$247.9b | US$47.4b | 10.1x | 12x | 2.3x |
| Sat, 12 Mar 2022 | US$550.8b | US$246.6b | US$47.4b | 10.4x | 11.6x | 2.2x |
| Mon, 07 Feb 2022 | US$647.9b | US$241.7b | US$47.5b | 12x | 13.6x | 2.7x |
| Wed, 05 Jan 2022 | US$659.3b | US$238.9b | US$47.5b | 11.5x | 13.9x | 2.8x |
| Fri, 03 Dec 2021 | US$610.5b | US$238.9b | US$47.5b | 11.1x | 12.8x | 2.6x |
| Sun, 31 Oct 2021 | US$672.1b | US$239.9b | US$47.0b | 13.3x | 14.3x | 2.8x |
| Tue, 28 Sep 2021 | US$626.9b | US$227.8b | US$46.0b | 14.2x | 13.6x | 2.8x |
| Thu, 26 Aug 2021 | US$597.5b | US$227.9b | US$46.0b | 12.7x | 13x | 2.6x |
| Fri, 02 Jul 2021 | US$587.1b | US$227.9b | US$46.0b | 11.4x | 12.8x | 2.6x |
| Mon, 05 Apr 2021 | US$514.0b | US$214.5b | US$39.1b | 13.6x | 13.1x | 2.4x |
| Thu, 07 Jan 2021 | US$416.8b | US$200.8b | US$28.6b | 15.2x | 14.6x | 2.1x |
| Wed, 30 Sep 2020 | US$272.9b | US$193.3b | US$23.2b | 14.5x | 11.7x | 1.4x |
Price to Earnings Ratio
11.7x
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 17.1x which is higher than its 3-year average PE of 14.1x.
- The industry is trading close to its 3-year average PS ratio of 2.3x.
Past Earnings Growth
- The earnings for companies in the Investment Banking and Brokerage industry have grown 9.8% per year over the last three years.
- Revenues for these companies have grown 7.0% 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 Market | -3.07% | |
| Financials | -2.99% | |
| Capital Markets | -3.97% | |
| Investment Banking and Brokerage | -4.99% | |
| Asset Management | -3.24% | |
| Financial Exchanges and Data | -3.82% | |
| Diversified Capital Markets | -6.28% | |
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 | |
|---|---|---|---|---|---|
| SNEX StoneX Group | US$95.74 | 2.6% +US$50.3m | 19.3% | PE8.6x | |
| SWIN Solowin Holdings | US$3.70 | 58.8% +US$19.2m | n/a | PE38.4x | |
| VIRT Virtu Financial | US$17.16 | 0.2% +US$3.8m | -24.4% | PE11.9x | |
| GHL Greenhill | US$14.79 | 0.1% +US$376.1k | 143.7% | PE18.3x |