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U.S. Investment Banking and Brokerage Industry Analysis

UpdatedMay 03, 2024
DataAggregated Company Financials
Companies50
  • 7D1.6%
  • 3M12.2%
  • 1Y37.9%
  • YTDn/a

The Investment Banking and Brokerage industry has been flat over the last week, but mF International has lost 87%. As for the the longer term, the industry is up 32% over the past 12 months. Looking forward, earnings are forecast to grow by 15% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 03 May 2024US$627.1bUS$247.9bUS$28.7b18.1x21.8x2.5x
Sun, 31 Mar 2024US$628.1bUS$242.7bUS$27.4b18.2x22.9x2.6x
Tue, 27 Feb 2024US$578.8bUS$242.0bUS$27.4b17.7x21.1x2.4x
Thu, 25 Jan 2024US$568.5bUS$237.8bUS$27.5b17.2x20.7x2.4x
Sat, 23 Dec 2023US$579.3bUS$237.6bUS$28.4b18x20.4x2.4x
Mon, 20 Nov 2023US$509.0bUS$237.4bUS$28.4b17.4x17.9x2.1x
Wed, 18 Oct 2023US$504.1bUS$235.5bUS$29.7b17.6x17x2.1x
Fri, 15 Sep 2023US$546.6bUS$236.8bUS$30.7b18.3x17.8x2.3x
Sun, 13 Aug 2023US$546.4bUS$236.7bUS$30.6b18.2x17.8x2.3x
Tue, 11 Jul 2023US$489.0bUS$241.9bUS$32.8b16.3x14.9x2x
Thu, 08 Jun 2023US$487.1bUS$240.4bUS$32.8b15.2x14.8x2x
Sat, 06 May 2023US$481.4bUS$239.9bUS$32.7b14.8x14.7x2x
Mon, 03 Apr 2023US$502.3bUS$239.8bUS$33.9b17.1x14.8x2.1x
Wed, 01 Mar 2023US$587.5bUS$239.8bUS$34.0b19.8x17.3x2.4x
Fri, 27 Jan 2023US$589.0bUS$243.0bUS$34.5b15.5x17.1x2.4x
Sun, 25 Dec 2022US$565.6bUS$247.1bUS$38.4b12.3x14.7x2.3x
Tue, 22 Nov 2022US$588.3bUS$242.8bUS$38.4b13.9x15.3x2.4x
Thu, 20 Oct 2022US$504.3bUS$243.8bUS$37.6b13.1x13.4x2.1x
Sat, 17 Sep 2022US$537.1bUS$246.6bUS$40.7b14.5x13.2x2.2x
Mon, 15 Aug 2022US$564.5bUS$246.6bUS$40.7b14.6x13.9x2.3x
Wed, 13 Jul 2022US$484.4bUS$244.4bUS$43.9b11.1x11x2x
Fri, 10 Jun 2022US$501.0bUS$245.7bUS$44.5b10.6x11.3x2x
Sun, 08 May 2022US$510.8bUS$245.8bUS$44.8b10.1x11.4x2.1x
Tue, 05 Apr 2022US$584.2bUS$248.7bUS$47.5b10.7x12.3x2.3x
Thu, 03 Mar 2022US$574.9bUS$245.1bUS$47.4b10.8x12.1x2.3x
Sat, 29 Jan 2022US$620.4bUS$241.5bUS$47.5b11.6x13.1x2.6x
Mon, 27 Dec 2021US$638.8bUS$238.9bUS$47.5b11.4x13.4x2.7x
Wed, 24 Nov 2021US$657.8bUS$241.2bUS$47.5b11.5x13.8x2.7x
Fri, 22 Oct 2021US$643.6bUS$236.0bUS$49.9b13.7x12.9x2.7x
Sun, 19 Sep 2021US$601.7bUS$227.8bUS$46.0b14x13.1x2.6x
Tue, 17 Aug 2021US$586.6bUS$227.9bUS$46.0b12.8x12.7x2.6x
Tue, 01 Jun 2021US$576.5bUS$215.3bUS$39.5b14x14.6x2.7x
Price to Earnings Ratio

14x


Total Market Cap: US$546.3bTotal Earnings: US$39.1bTotal Revenue: US$214.5bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Investment Banking and Brokerage Industry Price to Earnings3Y Average 15.2x202220232024
Current Industry PE
  • Investors are optimistic on the American Investment Banking and Brokerage industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 21.7x which is higher than its 3-year average PE of 15.2x.
  • The industry is trading close to its 3-year average PS ratio of 2.3x.
Past Earnings Growth
  • The earnings for companies in the Investment Banking and Brokerage industry have declined 9.8% per year over the last three years.
  • Meanwhile revenues for these companies have grown 4.9% 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 Comparison

How does U.S. Investment Banking and Brokerage compare with similar industries?

US Market0.34%
Financials-0.70%
Capital Markets-0.023%
Investment Banking and Brokerage1.59%
Diversified Capital Markets1.06%
Financial Exchanges and Data-0.44%
Asset Management-1.12%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

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

CompanyLast Price7D1YValuation
GS Goldman Sachs GroupUS$432.573.0%
+US$4.3b
34.6%PE17x
FUTU Futu HoldingsUS$71.7113.8%
+US$1.2b
69.3%PE18.1x
SCHW Charles SchwabUS$75.330.6%
+US$803.9m
59.0%PE31.5x
HOOD Robinhood MarketsUS$17.612.9%
+US$504.0m
107.7%PS8.3x
RJF Raymond James FinancialUS$123.971.7%
+US$418.7m
48.5%PE14.5x
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Latest News

IBKR

US$119.80

Interactive Brokers Group

7D

2.1%

1Y

67.8%

GS

US$432.57

Goldman Sachs Group

7D

3.0%

1Y

34.6%

SCHW

US$75.33

Charles Schwab

7D

0.6%

1Y

59.0%

LPLA

US$269.47

LPL Financial Holdings

7D

1.5%

1Y

48.9%

MFI

US$1.40

mF International

7D

-86.6%

1Y

n/a

BGC

US$8.06

BGC Group

7D

-1.7%

1Y

99.0%

XP

US$21.13

XP

7D

2.8%

1Y

52.3%

VIRT

US$22.07

Virtu Financial

7D

-1.5%

1Y

30.9%

FUTU

US$71.71

Futu Holdings

7D

13.8%

1Y

69.3%

MRX

US$18.85

Marex Group

7D

-0.8%

1Y

n/a

TOP

US$2.57

TOP Financial Group

7D

-4.1%

1Y

-85.3%

GSIW

US$7.25

Garden Stage

7D

-3.9%

1Y

n/a