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U.S. Capital Markets Industry Analysis

UpdatedAug 10, 2025
DataAggregated Company Financials
Companies342
  • 7D2.2%
  • 3M14.7%
  • 1Y40.1%
  • YTD14.6%

The Capital Markets industry is up 2.2% in the last week, with Robinhood Markets up 15%. This takes the industry's 12 month performance to a gain of 40%. Earnings are forecast to grow by 14% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 10 Aug 2025US$2.8tUS$640.0bUS$104.2b26.6x27.1x4.4x
Tue, 08 Jul 2025US$2.6tUS$590.6bUS$97.0b28.2x27.3x4.5x
Thu, 05 Jun 2025US$2.4tUS$590.4bUS$97.3b28.1x24.7x4.1x
Sat, 03 May 2025US$2.2tUS$566.0bUS$97.1b25.5x22.9x3.9x
Mon, 31 Mar 2025US$2.2tUS$559.0bUS$94.9b24.1x23.4x4x
Wed, 26 Feb 2025US$2.4tUS$554.9bUS$95.4b20.2x25.2x4.3x
Fri, 24 Jan 2025US$2.5tUS$536.7bUS$88.9b23x28.3x4.7x
Sun, 22 Dec 2024US$2.4tUS$526.2bUS$81.7b23.6x28.9x4.5x
Tue, 19 Nov 2024US$2.4tUS$509.8bUS$81.6b23.7x29.8x4.8x
Thu, 17 Oct 2024US$2.3tUS$497.6bUS$80.9b22.3x27.9x4.5x
Sat, 14 Sep 2024US$2.0tUS$491.4bUS$77.8b20.5x26.1x4.1x
Mon, 12 Aug 2024US$2.0tUS$491.5bUS$77.9b21x25.1x4x
Wed, 10 Jul 2024US$1.9tUS$467.8bUS$73.1b20.5x26.2x4.1x
Fri, 07 Jun 2024US$1.9tUS$467.1bUS$73.1b21.1x26.2x4.1x
Sun, 05 May 2024US$1.9tUS$460.1bUS$72.5b19.7x25.9x4.1x
Tue, 02 Apr 2024US$1.9tUS$441.2bUS$67.3b20.4x28.6x4.4x
Thu, 29 Feb 2024US$1.8tUS$440.2bUS$67.4b19.2x26.9x4.1x
Sat, 27 Jan 2024US$1.8tUS$433.2bUS$67.6b28.2x27.2x4.2x
Mon, 25 Dec 2023US$1.9tUS$432.9bUS$70.6b27.9x26.3x4.3x
Wed, 22 Nov 2023US$1.6tUS$432.7bUS$70.5b26.8x23.3x3.8x
Fri, 20 Oct 2023US$1.5tUS$425.4bUS$66.5b27.8x22.8x3.6x
Sun, 17 Sep 2023US$1.7tUS$427.0bUS$68.1b28.2x24.6x3.9x
Tue, 15 Aug 2023US$1.6tUS$426.3bUS$68.2b29.3x24.1x3.9x
Thu, 13 Jul 2023US$1.6tUS$421.0bUS$64.3b31x24.9x3.8x
Sat, 10 Jun 2023US$1.6tUS$419.4bUS$64.5b31x24.1x3.7x
Mon, 08 May 2023US$1.5tUS$419.1bUS$64.6b27.3x23.3x3.6x
Wed, 05 Apr 2023US$1.5tUS$423.7bUS$68.0b29.7x22.7x3.7x
Fri, 03 Mar 2023US$1.7tUS$424.0bUS$69.4b27.9x24.2x4x
Sun, 29 Jan 2023US$1.7tUS$434.1bUS$79.4b28.1x21.8x4x
Tue, 27 Dec 2022US$1.6tUS$443.6bUS$85.8b27.5x18.7x3.6x
Thu, 24 Nov 2022US$1.7tUS$443.4bUS$85.8b27.2x19.8x3.8x
Sat, 22 Oct 2022US$1.5tUS$446.4bUS$91.2b25.1x16.6x3.4x
Mon, 19 Sep 2022US$1.6tUS$454.7bUS$96.5b25.5x16.7x3.5x
Wed, 17 Aug 2022US$1.8tUS$454.4bUS$96.6b26.6x18.3x3.9x
Price to Earnings Ratio

18.3x


Total Market Cap: US$1.8tTotal Earnings: US$96.6bTotal Revenue: US$454.4bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Capital Markets Industry Price to Earnings3Y Average 24.4x202320242025
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 27.1x which is higher than its 3-year average PE of 24.4x.
  • The 3-year average PS ratio of 4.0x is lower than the industry's current PS ratio of 4.4x.
Past Earnings Growth
  • The earnings for companies in the Capital Markets industry have grown 2.6% per year over the last three years.
  • Revenues for these companies have grown 12% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

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

US Market2.39%
Financials1.01%
Capital Markets2.15%
Diversified Capital Markets4.88%
Investment Banking and Brokerage3.44%
Asset Management1.80%
Financial Exchanges and Data0.83%
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 39.7x.
    • Analysts are expecting annual earnings growth of 7.5%, which is lower than the prior year's growth of 15.9% per year.
Forecasted Growth
  • Analysts are most optimistic on the Diversified Capital Markets industry, expecting annual earnings growth of 29% 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 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
HOOD Robinhood MarketsUS$114.6314.7%
+US$13.1b		539.7%PE57x
MS Morgan StanleyUS$143.182.9%
+US$5.4b		51.2%PE16.2x
BLK BlackRockUS$1.12k3.0%
+US$5.1b		31.4%PE27.2x
SPGI S&P GlobalUS$556.872.1%
+US$3.4b		14.0%PE42.4x
GS Goldman Sachs GroupUS$721.271.6%
+US$3.4b		47.1%PE14.2x

Latest News

FDS
US$382.43
FactSet Research Systems
7D
-2.3%
1Y
-5.1%
MS
US$143.18
Morgan Stanley
7D
2.9%
1Y
51.2%
MCO
US$515.29
Moody's
7D
2.8%
1Y
10.8%
SPGI
US$556.87
S&P Global
7D
2.1%
1Y
14.0%
MKTX
US$187.01
MarketAxess Holdings
7D
-10.0%
1Y
-20.8%
BX
US$168.91
Blackstone
7D
-0.9%
1Y
29.0%
MSCI
US$546.68
MSCI
7D
-1.9%
1Y
2.4%
SCHW
US$97.08
Charles Schwab
7D
1.6%
1Y
55.6%
COIN
US$310.54
Coinbase Global
7D
-1.3%
1Y
58.2%
HOOD
US$114.63
Robinhood Markets
7D
14.7%
1Y
539.7%
FUTU
US$160.92
Futu Holdings
7D
13.6%
1Y
176.3%
BLK
US$1,124.97
BlackRock
7D
3.0%
1Y
31.4%
GS
US$721.27
Goldman Sachs Group
7D
1.6%
1Y
47.1%

Goldman Sachs Group (NYSE:GS) Will Pay A Larger Dividend Than Last Year At $4.00

Aug 05
Goldman Sachs Group (NYSE:GS) Will Pay A Larger Dividend Than Last Year At $4.00
MORN
US$258.92
Morningstar
7D
-5.0%
1Y
-15.2%
TW
US$135.44
Tradeweb Markets
7D
-1.2%
1Y
17.4%
NTRS
US$125.65
Northern Trust
7D
-1.1%
1Y
49.1%