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U.S. Capital Markets Industry Analysis
UpdatedSep 14, 2025
DataAggregated Company Financials
Companies336
- 7D3.6%
- 3M14.3%
- 1Y35.5%
- YTD16.7%
In the last week, the Capital Markets industry is up 3.6%, with Morgan Stanley leading the way with a 5.6% gain. This takes the industry's 12 month performance to a gain of 35%. 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?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 14 Sep 2025 | US$2.8t | US$865.8b | US$100.6b | 27.2x | 27.9x | 3.2x |
| Tue, 12 Aug 2025 | US$2.7t | US$614.4b | US$101.0b | 26.6x | 27.2x | 4.5x |
| Thu, 10 Jul 2025 | US$2.6t | US$590.6b | US$97.0b | 28.2x | 27x | 4.4x |
| Sat, 07 Jun 2025 | US$2.4t | US$590.4b | US$97.3b | 28.6x | 24.7x | 4.1x |
| Mon, 05 May 2025 | US$2.2t | US$566.3b | US$97.2b | 25.3x | 22.6x | 3.9x |
| Wed, 02 Apr 2025 | US$2.2t | US$559.0b | US$94.9b | 25.7x | 23.5x | 4x |
| Fri, 28 Feb 2025 | US$2.4t | US$554.9b | US$95.4b | 20.5x | 25.1x | 4.3x |
| Sun, 26 Jan 2025 | US$2.3t | US$537.1b | US$89.2b | 23.2x | 26x | 4.3x |
| Tue, 24 Dec 2024 | US$2.4t | US$526.2b | US$81.7b | 23.2x | 28.9x | 4.5x |
| Thu, 21 Nov 2024 | US$2.4t | US$524.3b | US$81.7b | 23.7x | 29.9x | 4.7x |
| Sat, 19 Oct 2024 | US$2.3t | US$498.9b | US$81.1b | 23x | 28.1x | 4.6x |
| Mon, 16 Sep 2024 | US$2.0t | US$491.4b | US$77.8b | 20.5x | 26.3x | 4.2x |
| Wed, 14 Aug 2024 | US$1.9t | US$491.6b | US$77.9b | 20.7x | 24.9x | 3.9x |
| Fri, 12 Jul 2024 | US$2.0t | US$467.7b | US$73.1b | 20.6x | 26.8x | 4.2x |
| Sun, 09 Jun 2024 | US$1.9t | US$467.0b | US$73.1b | 21.1x | 25.7x | 4x |
| Tue, 07 May 2024 | US$1.9t | US$460.1b | US$72.5b | 20.1x | 26.2x | 4.1x |
| Thu, 04 Apr 2024 | US$1.9t | US$441.1b | US$67.3b | 21.3x | 28.3x | 4.3x |
| Sat, 02 Mar 2024 | US$1.8t | US$440.5b | US$67.4b | 19.2x | 27.1x | 4.1x |
| Mon, 29 Jan 2024 | US$1.8t | US$433.2b | US$67.6b | 28.2x | 27.2x | 4.2x |
| Wed, 27 Dec 2023 | US$1.9t | US$432.9b | US$70.6b | 28.2x | 26.3x | 4.3x |
| Fri, 24 Nov 2023 | US$1.6t | US$432.7b | US$70.5b | 26.9x | 23.3x | 3.8x |
| Sun, 22 Oct 2023 | US$1.5t | US$427.0b | US$67.0b | 27.5x | 22.3x | 3.5x |
| Tue, 19 Sep 2023 | US$1.7t | US$427.0b | US$68.1b | 28.1x | 24.6x | 3.9x |
| Thu, 17 Aug 2023 | US$1.6t | US$426.3b | US$68.2b | 29.3x | 23.6x | 3.8x |
| Sat, 15 Jul 2023 | US$1.6t | US$421.2b | US$64.4b | 30.9x | 25.2x | 3.9x |
| Mon, 12 Jun 2023 | US$1.6t | US$419.4b | US$64.5b | 30.7x | 24.1x | 3.7x |
| Wed, 10 May 2023 | US$1.5t | US$419.0b | US$64.6b | 27.2x | 23.1x | 3.6x |
| Fri, 07 Apr 2023 | US$1.5t | US$423.7b | US$68.1b | 29x | 22.5x | 3.6x |
| Sun, 05 Mar 2023 | US$1.7t | US$422.9b | US$69.3b | 28.2x | 24.6x | 4x |
| Tue, 31 Jan 2023 | US$1.7t | US$434.0b | US$79.4b | 28x | 21.7x | 4x |
| Thu, 29 Dec 2022 | US$1.6t | US$443.6b | US$85.8b | 27.3x | 18.4x | 3.6x |
| Sat, 26 Nov 2022 | US$1.7t | US$443.4b | US$85.8b | 27.2x | 19.9x | 3.8x |
| Mon, 24 Oct 2022 | US$1.5t | US$446.4b | US$91.2b | 25.1x | 16.6x | 3.4x |
| Wed, 21 Sep 2022 | US$1.6t | US$454.8b | US$96.5b | 25.1x | 16.6x | 3.5x |
Price to Earnings Ratio
16.6x
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 27.9x which is higher than its 3-year average PE of 24.7x.
- The 3-year average PS ratio of 4.0x is higher than the industry's current PS ratio of 3.2x.
Past Earnings Growth
- The earnings for companies in the Capital Markets industry have remained mostly flat over the last three years.
- Meanwhile revenues for these companies have grown 24% 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 and as a result, profits have held steady.
Industry Trends
Which industries have driven the changes within the U.S. Financials industry?
| US Market | 1.73% | |
| Financials | 1.34% | |
| Capital Markets | 3.63% | |
| Investment Banking and Brokerage | 4.96% | |
| Asset Management | 3.67% | |
| Financial Exchanges and Data | 1.51% | |
| Diversified Capital Markets | 0.51% | |
Industry PE
- Investors are most optimistic about the Financial Exchanges and Data industry even though it's trading below its 3-year average PE ratio of 39.9x.
- Analysts are expecting annual earnings growth of 8.6%, which is lower than the prior year's growth of 14.7% per year.
Forecasted Growth
- Analysts are most optimistic on the Diversified Capital Markets industry, expecting annual earnings growth of 26% over the next 5 years.
- This is better than its past earnings decline of 49% per year.
- In contrast, the Financial Exchanges and Data industry is expected to see its earnings grow by 8.6% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| MS Morgan Stanley | US$156.39 | 5.6% +US$13.2b | 59.2% | PE17.7x | |
| GS Goldman Sachs Group | US$780.06 | 5.7% +US$13.2b | 62.9% | PE16.8x | |
| HOOD Robinhood Markets | US$115.03 | 13.6% +US$12.2b | 421.2% | PE57.2x | |
| BX Blackstone | US$181.35 | 6.7% +US$8.9b | 19.9% | PE49.6x | |
| KKR KKR | US$143.34 | 5.8% +US$7.0b | 16.7% | PE63.9x |
