Investment Banks/Brokers Stocks - US Industry Analysis

The companies in this industry offer services such as underwriting, mergers and acquisitions advisory, securities trading, and asset management. These institutions help businesses and individuals raise capital, develop investment strategies, and conduct financial transactions. The growth of the industry is driven by activity in financial markets, corporate deals, and investor demand.

The Investment Banks/Brokers Industry contains 53 stocks with an average market capitalization of 30902 million.

The Investment Banks/Brokers Industry has an advance/decline ratio of 42:11 and an Industry score of 43.2.

The Investment Banks/Brokers Industry rose by 11.86% over the quarter, while the S&P500 changed 2.07%.

Investment Banks/Brokers Industry Financials, Performance and Ratios

  • Industry Score

    43.2 /100

    Rank 75 out of 131 Industries
  • Advance/Decline

    42/11

  • No. of Companies
    53
  • Avg. Market Cap
    30,902
  • Price to Earning Ratio
    19.95
  • Price to Earning Growth Ratio
    0.81
  • Price to Book Ratio
    7.69
  • Return on Equity
    17.86
  • Return on Capital Employed
    -
  • Return on Assets
    3.29
  • Dividend yield 1 year %
    0.48 %
  • Net Profit Growth Annual YoY %
    80.55 %
  • Net Profit Growth Qtr YoY %
    -0.62 %
  • Net Profit Growth Qtr QoQ %
    -10.03 %
Show more
*All values are market cap weighted averages.
*All Financial parameters are in Million USD.

Investment Banks/Brokers Industry Market Breadth

  • Day Change % 0.79 %
    1
    1
    9
    29
    10
    3
  • Week Change % 0.41 %
    5
    7
    5
    16
    7
    13
  • Month Change % 3.98 %
    5
    1
    7
    8
    12
    20
  • Qtr Change % 11.86 %
    11
    5
    6
    5
    1
    25
  • Year Change % 36.26 %
    18
    1
    6
    2
    1
    25
  • < -5%
  • -2 to -5%
  • 0 to -2%
  • 0 to 2%
  • 2 to 5%
  • > 5%

Investment Banks/Brokers Peer comparison

Compare all stocks in Investment Banks/Brokers industry listed on stock exchanges

Stock Name 3M Price Chart Market Cap LTP
Last Traded Price
Day High Low
(%)
Week High Low
(%)
Month High Low
(%)
Qtr High Low
(%)
1 Year High low
(%)
3 Year High low
(%)
5 Year High low
(%)
10 Year High low
(%)
Ameriprise Financial
46,801.3 503.8
L  2.3% H
494.3 509
L  1.7% H
490.7 517.7
L  3.0% H
487 517.7
L  6.6% H
431.1 517.7
L  -8.8% H
396.1 582.1
L  51.2% H
275.1 582.1
L  136.3% H
196.8 582.1
L  449.9% H
76 582.1
AMTD IDEA Grp (ADR)
80.2 1
L   H
1 1.0
L  -2.9% H
1.0 1.0
L  -6.5% H
0.9 1.1
L  -6.5% H
0.9 1.7
L  -2.0% H
0.9 1.7
L  -40.8% H
0.6 2.0
L  -92.3% H
0.6 25.8
L   H
0.6 33.1
Bank of New York Mellon
83,537.4 119.8
L  -0.8% H
119.2 121.8
L  -2.6% H
119.2 125.9
L  3.4% H
115.3 125.9
L  10.4% H
105.4 125.9
L  43.8% H
70.5 125.9
L  143.2% H
39.7 125.9
L  181.9% H
36.2 125.9
L  237.6% H
26.4 125.9
Barclays PLC (ADR)
89,270.6 25.8
L  0.8% H
25.5 25.9
L  0.2% H
25.5 26.3
L  2.8% H
25.1 26.6
L  31.7% H
19.5 26.6
L  81.2% H
12.1 26.6
L  188.4% H
6.2 26.6
L  225.4% H
5.9 26.6
L  146.6% H
3.4 26.6
Deutsche Bank AG - Registered Shares
72,391.8 37.9
L  1.1% H
37.1 38.0
L  -3.2% H
37.1 39.3
L  -1.9% H
37.1 39.8
L  11.8% H
33.0 39.8
L  98.6% H
18.6 39.8
L  190.6% H
8.9 39.8
L  241.0% H
7.3 39.8
L  119.7% H
5.0 39.8
Evercore Inc (Class A)
14,398.7 372.3
L  1.6% H
367 380.5
L  1.8% H
352 388.7
L  8.7% H
339.0 388.7
L  16.0% H
288 388.7
L  31.7% H
148.6 388.7
L  197.8% H
104.4 388.7
L  214.1% H
78.7 388.7
L  772.4% H
33.3 388.7
Goldman Sachs
285,834.9 953.0
L  1.0% H
943.5 968.9
L  1.6% H
917.9 984.7
L  6.7% H
876.8 984.7
L  24.9% H
743.1 984.7
L  52.3% H
439.4 984.7
L  178.8% H
289.4 984.7
L  228.1% H
270.6 984.7
L  519.8% H
130.9 984.7
Houlihan Lokey Inc (Class A)
13,387.3 191.1
L  0.8% H
190.4 195.1
L  5.8% H
178.4 195.1
L  8.2% H
173.7 195.1
L  -0.8% H
170.0 204.2
L  5.4% H
138.0 211.8
L  96.9% H
83.9 211.8
L  168.3% H
63.4 211.8
L  706.8% H
21.0 211.8
Intercontinental Exchange
98,013.7 171.9
L  0.6% H
171.3 173.3
L  3.1% H
165.9 175.4
L  7.2% H
159.2 175.4
L  10.7% H
143.2 175.4
L  15.3% H
143.2 189.4
L  58.5% H
94.2 189.4
L  49.9% H
88.6 189.4
L  253.9% H
45.4 189.4
Jefferies Fin Grp Inc
13,347.4 62.0
L  1.4% H
61.6 63.4
L  -0.3% H
60.8 64.7
L   H
59.4 66.6
L  14.6% H
51.5 66.6
L  -18.2% H
39.3 78.2
L  62.7% H
28.3 82.7
L  150.6% H
21.9 82.7
L  354.5% H
10.7 82.7
Lazard Ltd (Class A)
5,109.2 53.9
L  3.6% H
52.6 54.2
L  4.9% H
50.1 54.5
L  8.4% H
48.4 54.5
L  7.7% H
46.1 55.0
L  5.3% H
32.0 58.1
L  34.7% H
25.8 61.1
L  21.3% H
25.8 61.1
L  54.3% H
20.9 61.1
Moelis & Co (Class A)
5,676.4 76.7
L  2.5% H
75.1 78.2
L  4.2% H
71.5 78.2
L  9.5% H
68.6 78.2
L  11.7% H
59.8 78.2
L  -0.8% H
47 82.9
L  69.2% H
33.9 82.9
L  39.3% H
33.1 82.9
L  224.5% H
21.9 82.9
Morgan Stanley
290,195.6 183.3
L  0.7% H
182.0 186.4
L  0.3% H
178.9 192.7
L  3.6% H
177.1 192.7
L  13.2% H
155.2 192.7
L  33.0% H
94.3 192.7
L  90.5% H
69.4 192.7
L  144.9% H
66.8 192.7
L  626.3% H
21.2 192.7
Nomura Holdings Inc (ADR)
26,349.4 9.0
L   H
8.9 9.1
L  -2.7% H
8.9 9.5
L  9.0% H
8.2 9.5
L  26.1% H
6.9 9.5
L  50.2% H
4.9 9.5
L  125.1% H
3.4 9.5
L  61.2% H
3 9.5
L  82.5% H
3 9.5
Oppenheimer Holdings Inc (Class A)
839.0 79.8
L  -0.7% H
79.4 82.3
L  7.6% H
72.9 82.4
L  7.1% H
71.2 82.4
L  16.9% H
63.8 82.4
L  15.7% H
49.3 82.4
L  69.3% H
32.8 82.4
L  145.8% H
28.4 82.4
L  470.5% H
13.6 82.4
Piper Sandler Co`s
6,210.3 373.3
L  1.5% H
369.7 380
L  4.4% H
351.4 380
L  7.6% H
338.5 380
L  12.6% H
308.9 380
L  22.7% H
202.9 380
L  168.2% H
121.0 380
L  260.6% H
90.8 380
L  1026.4% H
31.9 380
PJT Partners Inc (Class A)
4,648.3 191.2
L  2.1% H
186.1 194.5
L  7.9% H
174.1 194.5
L  13.7% H
166.0 194.5
L  7.5% H
157.8 194.5
L  20.2% H
119.8 194.5
L  148.7% H
59.6 194.5
L  140.8% H
54.5 194.5
L  692.2% H
20.0 194.5
Charles Schwab
180,874.4 101.8
L  0.8% H
99.7 104.8
L  0.6% H
99.6 105.0
L  3.0% H
99.1 105.0
L  7.2% H
89.3 105.0
L  33.2% H
65.9 105.0
L  32.1% H
45 105.0
L  73.7% H
45 105.0
L  302.8% H
21.5 105.0
Sprott Inc
3,273.0 126.9
L  2.9% H
122.4 127
L  16.9% H
108.4 127
L  31.3% H
97.3 127
L  48.1% H
78.8 127
L  202.5% H
39.3 127
L  211.9% H
28.0 127
L  331.6% H
28.0 127
L  868.9% H
11.8 127
State Street
35,417.8 126.9
L  1.3% H
126.0 129.9
L  -4.4% H
123.1 137.1
L  -1.2% H
123.1 137.1
L  10.1% H
111.6 137.1
L  30.0% H
72.8 137.1
L  50.6% H
62.8 137.1
L  65.6% H
58.6 137.1
L  130.2% H
42.1 137.1
Goldman Sachs Grp Inc - FR PRF PERPETUAL USD 25 - Ser A
- 20.4
L  -0.3% H
20.3 20.5
L  1.0% H
20.1 20.5
L  5.6% H
19.1 20.5
L  -5.5% H
19.0 21.7
L  -8.0% H
19.0 22.2
L  -8.0% H
19.0 22.2
L  -8.0% H
19.0 22.2
L  -8.0% H
19.0 22.2
Goldman Sachs Grp Inc - FR PRF PERPETUAL USD 25 - Ser C
- 20.5
L  -0.7% H
20.4 20.6
L  0.1% H
20.4 20.8
L  3.9% H
19.6 20.8
L  -3.9% H
19.3 21.4
L  -6.1% H
19.3 21.8
L  -6.1% H
19.3 21.8
L  -6.1% H
19.3 21.8
L  -6.1% H
19.3 21.8
Goldman Sachs Grp Inc - FR PRF PERPETUAL USD 25 - Ser D
- 20.1
L  -0.1% H
20.0 20.3
L  -0.3% H
20.0 20.5
L  4.5% H
19.2 20.5
L  -4% H
18.7 21.1
L  -5.2% H
18.7 21.5
L  -5.2% H
18.7 21.5
L  -5.2% H
18.7 21.5
L  -5.2% H
18.7 21.5
Morgan Stanley - FR PRF PERPETUAL USD 25000 - Ser A
- 20.0
L  0.2% H
19.7 20.0
L  1.1% H
19.7 20.3
L  3.2% H
19.1 20.3
L  -4.5% H
19.1 21.2
L  -10.1% H
19.1 22.6
L  -10.1% H
19.1 22.6
L  -10.1% H
19.1 22.6
L  -10.1% H
19.1 22.6
Morgan Stanley - FXDFR PRF PERPETUAL USD 25 - Ser E
- 25.5
L  -0.1% H
25.5 25.6
L  0.3% H
25.4 25.6
L  -0.5% H
25.3 25.8
L  -0.7% H
25.3 25.9
L  -0.5% H
25.3 25.9
L  -0.5% H
25.3 25.9
L  -0.5% H
25.3 25.9
L  -0.5% H
25.3 25.9
Morgan Stanley - FXDFR PRF PERPETUAL USD 25 - Ser F
- 25.3
L  0.0% H
25.2 25.3
L  0.2% H
25.2 25.3
L  -0.9% H
25.1 25.6
L  0.0% H
25.1 25.6
L  -0.6% H
25.1 25.6
L  -0.6% H
25.1 25.6
L  -0.6% H
25.1 25.6
L  -0.6% H
25.1 25.6
Morgan Stanley - FXDFR PRF PERPETUAL USD 25 - Ser I
- 25.2
L  0.4% H
25.1 25.2
L  0.5% H
25.1 25.5
L  -0.6% H
25.0 25.5
L   H
25.0 25.5
L  -0.3% H
25.0 25.5
L  -0.3% H
25.0 25.5
L  -0.3% H
25.0 25.5
L  -0.3% H
25.0 25.5
Morgan Stanley - FXDFR PRF PERPETUAL USD 25 - Ser K 1/1000 Sh
- 24.8
L  0.3% H
24.7 24.8
L   H
24.7 25.0
L  0.1% H
24.5 25.0
L  0.3% H
24.1 25.0
L  1.2% H
24.1 25.5
L  1.2% H
24.1 25.5
L  1.2% H
24.1 25.5
L  1.2% H
24.1 25.5
State Street Corp - FXDFR PRF PERPETUAL USD 25 - Ser G
- 23.5
L  0.6% H
23.4 23.6
L  2.1% H
22.9 23.6
L  4.9% H
22.3 23.6
L  1.2% H
21.9 23.6
L  2.3% H
21.9 23.9
L  2.3% H
21.9 23.9
L  2.3% H
21.9 23.9
L  2.3% H
21.9 23.9
BGC Grp Inc (Class A)
4,265.6 9.1
L  2.1% H
8.9 9.2
L  5.2% H
8.6 9.2
L  1% H
8.6 9.3
L  -1.2% H
8.3 9.6
L  -2.4% H
7.2 11.0
L  117.7% H
4.0 11.8
L  134.5% H
3 11.8
L  61.9% H
2.1 11.8
CME Group (Class A)
100,329.1 279.1
L  -0.3% H
276.6 281.4
L  4.0% H
270.0 283.2
L  3.7% H
262.2 283.2
L  4.3% H
257.2 287.7
L  19.9% H
230.2 290.8
L  59.4% H
171.9 290.8
L  47.0% H
166.5 290.8
L  231.4% H
81.9 290.8
Coinbase Global Inc (Class A)
61,193.4 226.9
L  -0.4% H
222.4 231.5
L  -10.2% H
222.4 263.1
L  -7.4% H
222.4 263.1
L  -34.0% H
222.4 373.3
L  -23.2% H
142.6 444.6
L  311.4% H
46.4 444.6
L   H
31.6 444.6
L   H
31.6 444.6
Freedom Holding Corp
7,613.8 124.5
L  1.6% H
122.8 128.1
L  -4.2% H
117.2 133.3
L  -8.7% H
117.2 138.6
L  -21.8% H
117.2 160.8
L  -7.5% H
111.9 194.0
L  96.3% H
62.1 194.0
L  141.9% H
38.2 194.0
L  113072.7% H
0.1 194.0
Futu Holdings Ltd (ADR)
23,106.2 166.0
L  -2.7% H
163.7 172.6
L  -9.8% H
163.7 181.1
L  0.8% H
162.8 189.4
L  -1.1% H
153.4 202.5
L  89.6% H
70.6 202.5
L  213.2% H
35.9 202.5
L  84.5% H
21.2 204.3
L   H
8.2 204.3
Heritage Global Inc
47.2 1.4
L  0.7% H
1.3 1.4
L  -6.2% H
1.3 1.5
L  8.8% H
1.2 1.6
L  -9.9% H
1.2 1.6
L  -33% H
1.2 2.4
L  -49.6% H
1.2 4.1
L  -53.9% H
1.0 4.2
L  444% H
0.1 4.2
Interactive Brokers Grp Inc (Class A)
33,758.6 75.8
L  6% H
70.9 77.0
L  7.4% H
69.3 77.0
L  18.0% H
64.2 77.0
L  13.2% H
59.0 77.0
L  59.5% H
32.8 77.0
L  284.2% H
17.7 77.0
L  345.4% H
13.0 77.0
L  806.7% H
7.4 77.0
LPL Fin Holdings Inc
29,690.0 371.0
L  1.1% H
368.8 380.6
L  1.8% H
358.4 385
L  2.3% H
355 385
L  9.2% H
334.7 395.8
L  6.3% H
262.8 403.6
L  65.4% H
179 403.6
L  210.3% H
103.9 403.6
L  1020.7% H
15.4 403.6
Lion Grp Holding Ltd (ADR)
0.8 1.5
L  -20.7% H
1.5 1.7
L  -22.0% H
1.5 2.2
L  -56.7% H
1.5 3.6
L  -90.5% H
1.5 15.9
L  -98.6% H
1.5 119.9
L  -100.0% H
1.5 21933.4
L  -100.0% H
1.5 204750
L   H
1.5 290225
MarketAxess Holdings Inc
6,390.9 171.9
L  -0.3% H
170.3 173.5
L  0.9% H
170.3 176.8
L  -3.8% H
167.5 184.4
L  0.6% H
156.2 184.4
L  -22.0% H
156.2 232.8
L  -48.8% H
156.2 399.8
L  -66.8% H
156.2 589.3
L  66.4% H
101.7 606.5
Nasdaq
56,402.9 98.8
L  1.4% H
97.4 99.8
L  -0.1% H
97.1 101.8
L  3.6% H
95.1 101.8
L  11.2% H
84.8 101.8
L  25.3% H
64.8 101.8
L  59.2% H
46.9 101.8
L  106.3% H
44.7 101.8
L  426.3% H
18.5 101.8
Perella Weinberg Partners
1,469.2 22.0
L  2.0% H
21.4 22.4
L  15.1% H
19.1 22.4
L  26.6% H
17.1 22.4
L  13.4% H
16.7 22.4
L  -14.5% H
14.1 27.0
L  118.1% H
6.8 27.0
L  80.3% H
5.5 27.0
L   H
5 27.0
B. Riley Fin Inc
292.5 9.6
L  6.7% H
8.8 9.7
L  28.5% H
7.0 11.0
L  90.4% H
4.5 11.0
L  86.0% H
3.6 11.0
L  91.2% H
2.7 11.0
L  -76.7% H
2.7 60.7
L  -79.8% H
2.7 91.2
L  -3.9% H
2.7 91.2
Siebert Fin Corp
123.7 3.1
L  4.4% H
3.0 3.1
L  -1.3% H
2.9 3.2
L  -24.6% H
2.9 4.0
L  -6.1% H
2.5 4.1
L  1.7% H
2.1 5.8
L  86.6% H
1.4 5.8
L  -18.4% H
1.2 18.5
L  166.1% H
1 21.6
StoneX Grp Inc
5,754.7 110.2
L  3.8% H
106.4 110.7
L  6.8% H
100.4 110.7
L  15.1% H
94.7 110.7
L  9.3% H
82.0 110.7
L  57.3% H
65 110.7
L  171.0% H
33.1 110.7
L  322.7% H
23.3 110.7
L  847.9% H
10.8 110.7
TOP Fin Grp Ltd
39.7 1.1
L  4.9% H
1.1 1.2
L  5.9% H
1 1.2
L  0.9% H
1 1.2
L  -12.3% H
0.9 1.3
L  -27.2% H
0.9 3.3
L  -77.8% H
0.9 256.4
L   H
0.9 256.4
L   H
0.9 256.4
Tradeweb Markets Inc - Ordinary Shares Cls A
22,140.3 103.7
L  0.1% H
103.3 105.0
L  0.0% H
102.9 107.4
L  -0.8% H
102 111.9
L  -4.7% H
102 112.2
L  -19.6% H
101.7 152.7
L  43.6% H
64.8 152.7
L  58.6% H
51.5 152.7
L   H
27 152.7
UP Fintech Holding Ltd (ADR)
1,618.6 9.1
L  0.2% H
9.0 9.3
L  -4.4% H
8.9 9.4
L  1.6% H
8.9 11.4
L  -8.2% H
7.8 11.4
L  34.4% H
6.3 13.6
L  126.9% H
2.3 14.5
L  -38.8% H
2.3 38.5
L   H
2.0 38.5
Virtu Fin Inc (Class A)
3,133.9 36.9
L  0.8% H
36.5 37.1
L  8.4% H
34.0 37.2
L  9.1% H
31.6 37.2
L  11.9% H
31.6 37.2
L  -12.0% H
31.6 45.8
L  -12.0% H
31.6 45.8
L  -12.0% H
31.6 45.8
L  -12.0% H
31.6 45.8
Garden Stage Ltd
32.7 0.2
L  7.1% H
0.1 0.2
L  15.4% H
0.1 0.2
L  15.4% H
0.1 0.2
L   H
0.1 0.2
L  -79.5% H
0.1 1.8
L  -79.5% H
0.1 1.8
L  -79.5% H
0.1 1.8
L  -79.5% H
0.1 1.8
Bank Of New York Mellon Corp
- 25.7
L   H
24.9 25.7
L  0.0% H
24.9 25.8
L  0.4% H
24.9 25.8
L  -0.7% H
24.9 26.0
L  -0.8% H
24.9 26.0
L  -0.8% H
24.9 26.0
L  -0.8% H
24.9 26.0
L  -0.8% H
24.9 26.0
Waton Fin Ltd
171.2 3.6
L  4.4% H
3.4 3.6
L  3.8% H
3.3 3.6
L  0.3% H
3.1 3.7
L  -32.3% H
2.7 6.3
L  -48.0% H
2.7 7.5
L  -48.0% H
2.7 7.5
L  -48.0% H
2.7 7.5
L  -48.0% H
2.7 7.5
Galaxy Digital Inc (Class A)
4,244.6 32.5
L  1.1% H
30.7 33.6
L  21.0% H
26.3 34.7
L  35.2% H
22.3 34.7
L  -18.2% H
22.1 45.9
L  42.3% H
17.4 45.9
L  42.3% H
17.4 45.9
L  42.3% H
17.4 45.9
L  42.3% H
17.4 45.9
BRBI BR Partners SA ADR
345.2 13.2
L   H
13.2 13.8
L  -7.4% H
13.2 14.6
L  -1.4% H
13.2 15.6
L  -4.7% H
12.8 16.3
L  -45.2% H
12.2 67.0
L  -45.2% H
12.2 67.0
L  -45.2% H
12.2 67.0
L  -45.2% H
12.2 67.0