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U.S. Investment Banking and Brokerage Industry Analysis

UpdatedMay 28, 2022
DataAggregated Company Financials
Companies42
  • 7D8.8%
  • 3M-11.4%
  • 1Y-10.0%
  • YTD-16.1%

Over the last 7 days, the Investment Banking and Brokerage industry has risen 8.8%, driven by gains in Charles Schwab and Morgan Stanley of 12% and 8.9%, respectively. However, the industry is down 10% over the past year. Looking forward, earnings are forecast to grow by 8.6% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPE
Sun, 29 May 2022US$534.7bUS$245.9bUS$44.8b8.8x
Tue, 26 Apr 2022US$535.8bUS$241.1bUS$44.0b10.5x
Thu, 24 Mar 2022US$603.9bUS$246.7bUS$47.4b11.3x
Sat, 19 Feb 2022US$609.7bUS$247.6bUS$47.8b11.2x
Mon, 17 Jan 2022US$652.7bUS$238.0bUS$47.6b11.3x
Wed, 15 Dec 2021US$619.1bUS$238.9bUS$47.5b11.2x
Fri, 12 Nov 2021US$656.9bUS$240.6bUS$47.3b12.4x
Sun, 10 Oct 2021US$619.4bUS$228.1bUS$46.1b13.9x
Tue, 07 Sep 2021US$598.0bUS$228.0bUS$46.0b13x
Thu, 05 Aug 2021US$567.3bUS$227.9bUS$46.0b12.1x
Sun, 09 May 2021US$546.3bUS$214.5bUS$39.1b14x
Wed, 10 Feb 2021US$425.1bUS$200.8bUS$28.6b15.4x
Tue, 03 Nov 2020US$313.0bUS$193.3bUS$23.2b14.6x
Fri, 07 Aug 2020US$269.4bUS$184.9bUS$21.0b14.3x
Thu, 30 Apr 2020US$232.5bUS$177.8bUS$22.5b13.7x
Sun, 02 Feb 2020US$308.3bUS$165.0bUS$24.5b16.1x
Wed, 06 Nov 2019US$260.1bUS$154.1bUS$23.7b14.5x
Sat, 10 Aug 2019US$270.1bUS$148.6bUS$24.4b17x
Median PE Ratio

15.8x


Total Market Cap: US$244.0bTotal Earnings: US$24.7bTotal Revenue: US$147.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Investment Banking and Brokerage Industry Median PE3Y Average 13.9x202020212022
Current Industry PE
  • Investors are more pessimistic on the 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 8.8x which is lower than its 3-year average PE of 13.9x.
Past Earnings Growth
  • The earnings for companies in the Investment Banking and Brokerage industry have grown 22% per year over the last three years.
  • Revenues for these companies have grown 18% 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 Market6.18%
Financials7.33%
Capital Markets7.14%
Investment Banking and Brokerage8.82%
Asset Management6.89%
Financial Exchanges and Data5.60%
Diversified Capital Markets0.17%
Industry PEThere is insufficient data on the sub-industries of this industry.
Forecasted GrowthThere is insufficient data on the sub-industries of this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
SCHW Charles SchwabUS$70.5911.6%
+US$13.9b
-4.4%PS25.5x
MS Morgan StanleyUS$86.458.9%
+US$12.4b
-4.9%PS10.7x
GS Goldman Sachs GroupUS$328.587.1%
+US$7.1b
-11.7%PS5.9x
LPLA LPL Financial HoldingsUS$200.7813.5%
+US$1.9b
35.8%PS34.6x
RJF Raymond James FinancialUS$99.198.1%
+US$1.5b
12.2%PS13.7x
Simply Wall St
Simply Wall Street Pty Ltd
17-21 Bellevue Street, Surry Hills, Sydney
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Latest News

XP

US$23.44

XP

7D

9.7%

1Y

-40.9%