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Jul 24
U.S. Capital Markets Industry Analysis
UpdatedJul 27, 2024
DataAggregated Company Financials
Companies268
- 7D2.3%
- 3M9.7%
- 1Y26.6%
- YTD14.7%
The Capital Markets industry is up 1.0% in the last week, with Charles Schwab up 7.3%. Meanwhile, Coinbase Global actually underperformed within the industry, shrinking 5.8% in the last week. In the last 12 months, the industry was up 26%. Looking forward, 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?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 27 Jul 2024 | US$2.0t | US$476.1b | US$77.2b | 20.8x | 26.1x | 4.2x |
| Mon, 24 Jun 2024 | US$1.9t | US$467.1b | US$73.2b | 21.2x | 26x | 4.1x |
| Wed, 22 May 2024 | US$2.0t | US$466.8b | US$73.2b | 22.4x | 27x | 4.2x |
| Fri, 19 Apr 2024 | US$1.8t | US$446.1b | US$69.4b | 19.1x | 26.3x | 4.1x |
| Sun, 17 Mar 2024 | US$1.8t | US$440.4b | US$67.2b | 19.4x | 27.5x | 4.2x |
| Tue, 13 Feb 2024 | US$1.8t | US$438.3b | US$65.5b | 19.2x | 27.5x | 4.1x |
| Thu, 11 Jan 2024 | US$1.8t | US$432.7b | US$70.6b | 27.1x | 25.8x | 4.2x |
| Sat, 09 Dec 2023 | US$1.7t | US$432.8b | US$70.6b | 27.1x | 24.2x | 4x |
| Mon, 06 Nov 2023 | US$1.6t | US$430.1b | US$69.6b | 27.1x | 22.7x | 3.7x |
| Wed, 04 Oct 2023 | US$1.6t | US$425.5b | US$68.1b | 28.2x | 23.1x | 3.7x |
| Fri, 01 Sep 2023 | US$1.7t | US$430.8b | US$72.2b | 28.2x | 23.4x | 3.9x |
| Sun, 30 Jul 2023 | US$1.7t | US$424.0b | US$62.5b | 31.6x | 26.7x | 3.9x |
| Tue, 27 Jun 2023 | US$1.5t | US$419.6b | US$64.4b | 31.4x | 23.6x | 3.6x |
| Thu, 25 May 2023 | US$1.5t | US$419.4b | US$64.4b | 32.2x | 23x | 3.5x |
| Sat, 22 Apr 2023 | US$1.6t | US$419.8b | US$65.6b | 27.8x | 24.1x | 3.8x |
| Mon, 20 Mar 2023 | US$1.5t | US$424.1b | US$69.2b | 28.7x | 22x | 3.6x |
| Wed, 15 Feb 2023 | US$1.8t | US$427.5b | US$72.0b | 28.2x | 24.3x | 4.1x |
| Fri, 13 Jan 2023 | US$1.7t | US$443.4b | US$85.7b | 27.8x | 20x | 3.9x |
| Sun, 11 Dec 2022 | US$1.6t | US$443.4b | US$85.8b | 27.2x | 19.2x | 3.7x |
| Tue, 08 Nov 2022 | US$1.6t | US$440.4b | US$87.0b | 24.9x | 18.8x | 3.7x |
| Thu, 06 Oct 2022 | US$1.6t | US$454.4b | US$96.3b | 25.1x | 16.3x | 3.4x |
| Sat, 03 Sep 2022 | US$1.6t | US$454.8b | US$96.5b | 25.1x | 16.7x | 3.6x |
| Mon, 01 Aug 2022 | US$1.7t | US$457.4b | US$103.9b | 30.7x | 16.2x | 3.7x |
| Wed, 29 Jun 2022 | US$1.6t | US$471.8b | US$111.9b | 29.4x | 14.2x | 3.4x |
| Fri, 27 May 2022 | US$1.6t | US$472.5b | US$112.3b | 28.8x | 14.6x | 3.5x |
| Sun, 24 Apr 2022 | US$1.8t | US$472.9b | US$114.6b | 38.9x | 15.5x | 3.7x |
| Tue, 22 Mar 2022 | US$2.0t | US$527.2b | US$112.2b | 22.1x | 17.9x | 3.8x |
| Thu, 17 Feb 2022 | US$2.0t | US$479.8b | US$109.5b | 15.3x | 18.7x | 4.3x |
| Sat, 15 Jan 2022 | US$2.1t | US$463.4b | US$105.6b | 15.9x | 19.9x | 4.5x |
| Mon, 13 Dec 2021 | US$2.2t | US$464.7b | US$103.9b | 14.9x | 20.7x | 4.6x |
| Wed, 10 Nov 2021 | US$2.3t | US$465.1b | US$101.0b | 16.7x | 22.4x | 4.9x |
| Fri, 08 Oct 2021 | US$2.0t | US$442.3b | US$95.1b | 15.1x | 21.1x | 4.5x |
| Sun, 05 Sep 2021 | US$1.9t | US$441.8b | US$96.5b | 14.3x | 19.6x | 4.3x |
| Tue, 03 Aug 2021 | US$1.8t | US$441.8b | US$95.6b | 13.5x | 19x | 4.1x |
Price to Earnings Ratio
19x
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 25.8x which is higher than its 3-year average PE of 21.6x.
- The industry is trading close to its 3-year average PS ratio of 4.0x.
Past Earnings Growth
- The earnings for companies in the Capital Markets industry have declined 6.9% per year over the last three years.
- Meanwhile revenues for these companies have grown 2.5% 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 Market | -0.64% | |
| Financials | 1.33% | |
| Capital Markets | 2.29% | |
| Diversified Capital Markets | 4.81% | |
| Investment Banking and Brokerage | 2.95% | |
| Asset Management | 2.63% | |
| Financial Exchanges and Data | 1.06% | |
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 37.5x.
- Analysts are expecting annual earnings growth of 8.3%, which is higher than its past year's earnings growth of 3.3% per year.
Forecasted Growth
- Analysts are most optimistic on the Diversified Capital Markets industry, expecting annual earnings growth of 28% over the next 5 years.
- In contrast, the Financial Exchanges and Data industry is expected to see its earnings grow by 8.3% 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 | |
|---|---|---|---|---|---|
| SCHW Charles Schwab | US$66.60 | 7.3% +US$8.3b | 1.0% | PE27.6x | |
| GS Goldman Sachs Group | US$499.03 | 2.9% +US$4.8b | 41.3% | PE16.1x | |
| BLK BlackRock | US$856.20 | 3.1% +US$3.8b | 16.0% | PE21x | |
| MS Morgan Stanley | US$104.19 | 2.1% +US$3.4b | 13.8% | PE17.1x | |
| MSCI MSCI | US$540.55 | 9.0% +US$3.2b | -1.8% | PE35.9x |