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U.S. Capital Markets Industry Analysis

UpdatedOct 31, 2024
DataAggregated Company Financials
Companies283
  • 7D0.6%
  • 3M13.3%
  • 1Y58.8%
  • YTD27.7%

In the last week, the Capital Markets industry is flat overall, with S&P Global standing out by going down 4.9%. The past year has been better, since the industry has gained 59% in that time. As for the next few years, earnings are expected to grow by 14% per annum.

Industry Valuation and Performance

Has the U.S. Capital Markets Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 31 Oct 2024US$2.3tUS$503.8bUS$81.1b23.3x28.1x4.5x
Sat, 28 Sep 2024US$2.1tUS$492.0bUS$77.9b21.6x27.2x4.3x
Mon, 26 Aug 2024US$2.0tUS$492.3bUS$78.0b20.3x25.5x4x
Wed, 24 Jul 2024US$2.0tUS$473.2bUS$76.5b20.4x26.4x4.3x
Fri, 21 Jun 2024US$1.9tUS$467.1bUS$73.1b21.3x26.1x4.1x
Sun, 19 May 2024US$2.0tUS$466.8bUS$73.2b22.4x27x4.2x
Tue, 16 Apr 2024US$1.8tUS$442.8bUS$68.2b19.9x27x4.2x
Thu, 14 Mar 2024US$1.8tUS$440.4bUS$67.3b19.6x27.5x4.2x
Sat, 10 Feb 2024US$1.8tUS$438.0bUS$65.4b19.3x27.3x4.1x
Mon, 08 Jan 2024US$1.8tUS$432.8bUS$70.6b27.1x25.8x4.2x
Wed, 06 Dec 2023US$1.7tUS$432.8bUS$70.6b27.1x24.5x4x
Fri, 03 Nov 2023US$1.5tUS$429.1bUS$68.6b27.1x21.9x3.5x
Sun, 01 Oct 2023US$1.6tUS$425.6bUS$68.1b28.2x23.3x3.7x
Tue, 29 Aug 2023US$1.6tUS$426.4bUS$68.1b28.2x23.5x3.8x
Thu, 27 Jul 2023US$1.7tUS$422.7bUS$62.9b30.5x27x4x
Sat, 24 Jun 2023US$1.5tUS$419.6bUS$64.4b31.4x23.7x3.6x
Mon, 22 May 2023US$1.5tUS$416.8bUS$63.8b31.7x23.5x3.6x
Wed, 19 Apr 2023US$1.6tUS$424.0bUS$67.4b28.2x23.5x3.7x
Fri, 17 Mar 2023US$1.6tUS$424.0bUS$69.2b28.7x22.5x3.7x
Sun, 12 Feb 2023US$1.7tUS$427.4bUS$72.0b28x24.1x4.1x
Tue, 10 Jan 2023US$1.7tUS$443.6bUS$85.8b27.3x19.4x3.7x
Thu, 08 Dec 2022US$1.6tUS$443.4bUS$85.8b27.6x19.2x3.7x
Sat, 05 Nov 2022US$1.6tUS$438.8bUS$87.7b24.9x18.6x3.7x
Mon, 03 Oct 2022US$1.5tUS$454.3bUS$96.3b24.9x15.4x3.3x
Wed, 31 Aug 2022US$1.6tUS$454.8bUS$96.5b25x16.9x3.6x
Fri, 29 Jul 2022US$1.6tUS$460.7bUS$106.5b30.6x15x3.5x
Sun, 26 Jun 2022US$1.6tUS$471.8bUS$111.7b28.9x14.4x3.4x
Tue, 24 May 2022US$1.6tUS$472.5bUS$112.3b30.5x14.6x3.5x
Thu, 21 Apr 2022US$1.9tUS$470.6bUS$115.1b38.8x16.3x4x
Sat, 19 Mar 2022US$2.0tUS$527.2bUS$112.1b18.7x18x3.8x
Mon, 14 Feb 2022US$2.0tUS$479.7bUS$109.4b15x18.6x4.2x
Wed, 12 Jan 2022US$2.1tUS$458.8bUS$101.9b16.2x21x4.7x
Fri, 10 Dec 2021US$2.2tUS$464.7bUS$104.0b14.8x20.8x4.6x
Sun, 07 Nov 2021US$2.3tUS$464.8bUS$100.9b16.1x22.3x4.8x
Price to Earnings Ratio

22.3x


Total Market Cap: US$2.3tTotal Earnings: US$100.9bTotal Revenue: US$464.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Capital Markets Industry Price to Earnings3Y Average 22.1x202220232024
Current Industry PE
  • Investors are optimistic on the American Capital Markets industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 28.1x which is higher than its 3-year average PE of 22.1x.
  • The 3-year average PS ratio of 3.9x is lower than the industry's current PS ratio of 4.5x.
Past Earnings Growth
  • The earnings for companies in the Capital Markets industry have declined 7.0% per year over the last three years.
  • Meanwhile revenues for these companies have grown 2.7% 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 Trends

Which industries have driven the changes within the U.S. Financials industry?

US Market0.49%
Financials0.34%
Capital Markets0.63%
Investment Banking and Brokerage1.34%
Asset Management1.20%
Financial Exchanges and Data-1.03%
Diversified Capital Markets-2.57%
Industry PE
  • Investors are most optimistic about the Financial Exchanges and Data industry, which is trading close to its 3-year average PE ratio of 37.6x.
    • Analysts are expecting annual earnings growth of 7.5%, which is lower than the prior year's growth of 18.1% per year.
Forecasted Growth
  • Analysts are most optimistic on the Diversified Capital Markets industry, expecting annual earnings growth of 45% over the next 5 years.
  • In contrast, the Financial Exchanges and Data industry is expected to see its earnings grow by 7.5% per year over the next few years.

Top Stock Gainers and Losers

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

CompanyLast Price7D1YValuation
BX BlackstoneUS$171.542.8%
+US$3.7b
81.0%PE62.1x
COIN Coinbase GlobalUS$211.746.4%
+US$3.2b
172.1%PE35.5x
GS Goldman Sachs GroupUS$524.401.4%
+US$2.4b
70.7%PE15.2x
RJF Raymond James FinancialUS$149.058.5%
+US$2.4b
55.2%PE14.7x
KKR KKRUS$140.181.2%
+US$1.4b
146.1%PE40.9x
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Latest News

ICE

US$166.53

Intercontinental Exchange

7D

0.9%

1Y

53.8%

AMP

US$514.04

Ameriprise Financial

7D

-1.2%

1Y

61.9%

BLK

US$979.87

BlackRock

7D

-0.8%

1Y

59.0%

RJF

US$149.05

Raymond James Financial

7D

8.5%

1Y

55.2%

KKR

US$140.18

KKR

7D

1.2%

1Y

146.1%

BX

US$171.54

Blackstone

7D

2.8%

1Y

81.0%

MCO

US$458.96

Moody's

7D

-2.1%

1Y

46.7%

MS

US$117.92

Morgan Stanley

7D

-0.3%

1Y

66.2%

SPGI

US$485.94

S&P Global

7D

-4.9%

1Y

38.3%

FUTU

US$96.14

Futu Holdings

7D

8.3%

1Y

72.4%

TW

US$128.79

Tradeweb Markets

7D

-2.7%

1Y

42.3%