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 27853 million.

The Investment Banks/Brokers Industry has an advance/decline ratio of 44:9 and an Industry score of 50.2.

The Investment Banks/Brokers Industry rose by 11.94% over the quarter, while the S&P500 changed 9.39%.

Investment Banks/Brokers Industry Financials, Performance and Ratios

  • Industry Score

    50.2 /100

    Rank 43 out of 131 Industries
  • Advance/Decline

    44/9

  • No. of Companies
    53
  • Avg. Market Cap
    27,853
  • Price to Earning Ratio
    20.44
  • Price to Earning Growth Ratio
    0.66
  • Price to Book Ratio
    6.12
  • Return on Equity
    16.16
  • Return on Capital Employed
    -
  • Return on Assets
    2.56
  • Dividend yield 1 year %
    0.50 %
  • Net Profit Growth Annual YoY %
    87.23 %
  • Net Profit Growth Qtr YoY %
    51.51 %
  • Net Profit Growth Qtr QoQ %
    35.32 %
Show more
*All values are market cap weighted averages.
*All Financial parameters are in Million USD.

Investment Banks/Brokers Industry Market Breadth

  • Day Change % 0.64 %
    1
    1
    7
    36
    6
    2
  • Week Change % -1.15 %
    7
    4
    16
    18
    7
    1
  • Month Change % 0.30 %
    11
    3
    9
    12
    7
    11
  • Qtr Change % 11.94 %
    12
    2
    3
    6
    3
    27
  • Year Change % 53.77 %
    8
    1
    3
    6
    1
    34
  • < -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
46,423.1 492.4
L  0.7% H
485.3 493.6
L  -4.4% H
485.3 513.9
L  -1.2% H
485.3 521.8
L  -5.1% H
485.3 548.5
L  14.5% H
396.1 582.1
L  77.9% H
249.4 582.1
L  214.6% H
141.8 582.1
L  353.8% H
76 582.1
AMTD IDEA Group ADR
82.6 1.0
L  1.0% H
1 1.0
L  -1.0% H
1 1.0
L  7.3% H
0.9 1.2
L  -5.5% H
0.9 1.2
L  -16.3% H
0.9 1.8
L  -63.2% H
0.6 4.7
L  -91.8% H
0.6 25.8
L   H
0.6 33.1
Bank of New York Mellon
73,359.2 104.0
L  0.3% H
103.5 104.7
L  -1.5% H
102.9 106.1
L  1.8% H
99.7 106.6
L  15.2% H
87.4 106.6
L  56.6% H
66.0 106.6
L  145.2% H
36.2 106.6
L  177.4% H
32.7 106.6
L  170.3% H
26.4 106.6
Barclays plc ADR
69,918.9 19.9
L  1.2% H
19.7 20.0
L  1.6% H
19.3 20.1
L  1.8% H
19.3 20.6
L  9.5% H
17.2 20.6
L  72.6% H
11.2 20.6
L  158.6% H
5.9 20.6
L  251.1% H
4.6 20.6
L  31.0% H
3.4 20.6
Deutsche Bank AG Registered
67,800.6 35.2
L   H
35.1 35.5
L  0.2% H
34.1 35.6
L  -1.2% H
34.1 37.5
L  25.1% H
27.1 37.5
L  117.8% H
15.2 37.5
L  325.1% H
7.3 37.5
L  261.8% H
7.3 37.5
L  39.3% H
5.0 37.5
Evercore Inc Ordinary Shares
12,517.3 324.3
L  1.7% H
320.1 325.9
L  0.9% H
306.1 325.9
L  8.9% H
293.5 327.5
L  32.1% H
239.0 327.5
L  38.5% H
148.6 327.5
L  239.3% H
78.7 327.5
L  414.1% H
60.2 327.5
L  538.9% H
33.3 327.5
Goldman Sachs
224,573.6 741.9
L  0.5% H
733.6 743.5
L  -0.5% H
721.2 757.4
L  3.1% H
705.6 757.4
L  20.8% H
609.3 757.4
L  54.7% H
439.4 757.4
L  124.4% H
287.8 757.4
L  251.7% H
185.5 757.4
L  311.3% H
130.9 757.4
Houlihan Lokey Inc Ordinary
13,954.0 198.5
L  0.7% H
196.8 200.2
L  -0.1% H
189.7 200.2
L  4.7% H
188.4 201.6
L  12.1% H
170.6 201.6
L  33.3% H
138.0 201.6
L  154.5% H
74.2 201.6
L  237.1% H
55.3 201.6
L  788.0% H
20.7 201.6
ICE
99,538.7 173.9
L  -0.2% H
172 174.1
L  -1.5% H
172 177
L  -7.5% H
172 189.4
L  -2.7% H
172 189.4
L  8.4% H
142.3 189.4
L  70.0% H
88.6 189.4
L  73.8% H
88.6 189.4
L  283.4% H
44.7 189.4
Jefferies Financial Group Inc
13,247.3 64.2
L  1.1% H
63.5 64.5
L  -1.0% H
62.6 65.5
L  11.5% H
57.5 65.7
L  22.5% H
51.8 65.7
L  14.4% H
39.3 82.7
L  106.5% H
27.5 82.7
L  276.4% H
16 82.7
L  277.5% H
10.7 82.7
Lazard Ordinary Shares
5,300.1 56.2
L  -0.4% H
55.7 57.0
L  -1.7% H
54.0 57.7
L  9.5% H
51.2 58.1
L  25.1% H
42.6 58.1
L  18.4% H
32.0 61.1
L  52.7% H
25.8 61.1
L  77.2% H
25.8 61.1
L  19.4% H
20.9 61.1
Moelis Co Ordinary Shares
5,372.1 72.4
L  2.5% H
70.5 72.6
L  0.4% H
68.9 72.6
L  4.2% H
68.9 75.1
L  22.6% H
55.7 75.1
L  14.1% H
47 82.9
L  74.5% H
33.1 82.9
L  129.5% H
30.5 82.9
L  175.8% H
21.9 82.9
Morgan Stanley
237,518.8 148.8
L  0.5% H
147.3 149.2
L  -1.1% H
145.7 151.9
L  5.6% H
141.0 151.9
L  12.9% H
128.8 151.9
L  54.0% H
94.1 151.9
L  71.3% H
69.4 151.9
L  182.3% H
45.9 151.9
L  348.3% H
21.2 151.9
Nomura Holdings Inc ADR
21,794.8 7.4
L  3.2% H
7.4 7.5
L  3.3% H
7 7.5
L  6.9% H
7.0 7.5
L  19.1% H
6.0 7.5
L  36.8% H
4.9 7.5
L  114.7% H
3 7.5
L  44.3% H
3 7.5
L  24.9% H
3 7.5
Oppenheimer Holdings Inc
767.1 72.9
L  0.2% H
72.5 74.5
L  0.5% H
69.6 75
L  2.3% H
69.2 75
L  15.2% H
61.4 77.8
L  44.0% H
47.4 77.8
L  141.7% H
28.4 77.8
L  182.5% H
21.1 77.8
L  293.0% H
13.6 77.8
Piper Sandler Cos
5,898.9 333.5
L  1.9% H
326.2 334.2
L  -0.1% H
318.9 334.2
L  3.8% H
305.8 341.5
L  26.3% H
250.0 341.5
L  28.6% H
202.9 351.8
L  198.8% H
102.7 351.8
L  341.1% H
66.8 351.8
L  785.2% H
31.7 351.8
PJT Partners Inc Ordinary
4,407.5 181.3
L  0.7% H
178.8 182.3
L  1.3% H
172.0 182.3
L  2.1% H
172 186.4
L  17.6% H
149.9 189.2
L  55.6% H
116.3 190.3
L  159.4% H
59.6 190.3
L  203.3% H
54.5 190.3
L   H
20.0 190.3
Charles Schwab
169,632.2 93.5
L  1.5% H
91.9 93.6
L  -2.5% H
91.5 97.7
L  -2.4% H
91.5 99.4
L  5.9% H
85.8 99.6
L  48.6% H
61.2 99.6
L  30.2% H
45 99.6
L  158.1% H
33.8 99.6
L  221.1% H
21.5 99.6
Sprott Inc
1,753.5 68.0
L  0.3% H
67.8 68.8
L  3.1% H
64.9 69.1
L  1.3% H
61.9 69.1
L  9.8% H
61.4 77.2
L  75.5% H
38.5 77.2
L  84.1% H
28.0 77.2
L  65.7% H
28.0 77.2
L  284.0% H
11.8 77.2
State Street
31,674.6 111.7
L  -1.2% H
110.7 113.7
L  -2.9% H
110.7 115.6
L  1.7% H
109.5 116.4
L  13.2% H
95.7 116.4
L  34.1% H
72.8 116.4
L  60.1% H
58.6 116.4
L  63.4% H
56.6 116.4
L  59.4% H
42.1 116.4
Goldman Sachs Group Inc FR
- 22.0
L  0.3% H
21.9 22.1
L  0.4% H
21.6 22.1
L  -0.8% H
21.6 22.2
L  -0.8% H
21.6 22.2
L  -0.8% H
21.6 22.2
L  -0.8% H
21.6 22.2
L  -0.8% H
21.6 22.2
L  -0.8% H
21.6 22.2
Goldman Sachs Group Inc FR
- 21.7
L  0.2% H
21.7 21.7
L  1.0% H
21.4 21.7
L  -0.7% H
21.4 21.8
L  -0.7% H
21.4 21.8
L  -0.7% H
21.4 21.8
L  -0.7% H
21.4 21.8
L  -0.7% H
21.4 21.8
L  -0.7% H
21.4 21.8
Goldman Sachs Group Inc FR
- 21.4
L  0.1% H
21.4 21.5
L  0.5% H
21.0 21.5
L  0.6% H
21.0 21.5
L  0.6% H
21.0 21.5
L  0.6% H
21.0 21.5
L  0.6% H
21.0 21.5
L  0.6% H
21.0 21.5
L  0.6% H
21.0 21.5
Morgan Stanley FR PRF
- 22.4
L  0.4% H
22.3 22.5
L  2.8% H
21.8 22.5
L  0.8% H
21.8 22.5
L  0.8% H
21.8 22.5
L  0.8% H
21.8 22.5
L  0.8% H
21.8 22.5
L  0.8% H
21.8 22.5
L  0.8% H
21.8 22.5
Morgan Stanley FXDFR PRF
- 25.7
L  0.2% H
25.7 25.8
L  0.6% H
25.5 25.8
L  0.2% H
25.5 25.8
L  0.2% H
25.5 25.8
L  0.2% H
25.5 25.8
L  0.2% H
25.5 25.8
L  0.2% H
25.5 25.8
L  0.2% H
25.5 25.8
Morgan Stanley FXDFR PRF
- 25.5
L  0.2% H
25.5 25.5
L  0.6% H
25.4 25.5
L  0.4% H
25.4 25.5
L  0.4% H
25.4 25.5
L  0.4% H
25.4 25.5
L  0.4% H
25.4 25.5
L  0.4% H
25.4 25.5
L  0.4% H
25.4 25.5
Morgan Stanley FXDFR PRF
- 25.3
L  0.1% H
25.3 25.3
L  0.4% H
25.2 25.3
L  0.2% H
25.2 25.3
L  0.2% H
25.2 25.3
L  0.2% H
25.2 25.3
L  0.2% H
25.2 25.3
L  0.2% H
25.2 25.3
L  0.2% H
25.2 25.3
Morgan Stanley FXDFR PRF
- 25
L  0.6% H
24.9 25
L  2.1% H
24.4 25
L  2.1% H
24.4 25
L  2.1% H
24.4 25
L  2.1% H
24.4 25
L  2.1% H
24.4 25
L  2.1% H
24.4 25
L  2.1% H
24.4 25
State Street Corp FXDFR PRF
- 23.4
L  0.8% H
23.2 23.4
L  3.2% H
22.5 23.4
L  1.9% H
22.5 23.4
L  1.9% H
22.5 23.4
L  1.9% H
22.5 23.4
L  1.9% H
22.5 23.4
L  1.9% H
22.5 23.4
L  1.9% H
22.5 23.4
AMark Precious Metals Inc
605.3 24.6
L  3.1% H
23.7 24.6
L  5% H
23.0 24.6
L  10.8% H
21.6 24.9
L  17.5% H
20.5 24.9
L  -44.0% H
19.4 47.4
L  -14.7% H
19.4 47.4
L  99.8% H
12 47.4
L  362.0% H
3.7 47.4
BGC Group Inc Ordinary Shares
4,728.9 10.0
L  0.3% H
9.9 10.0
L  1.6% H
9.5 10.1
L  -0.1% H
9.5 10.7
L  3.4% H
9 11.0
L  5.1% H
7.2 11.8
L  142.0% H
3.1 11.8
L  289.5% H
2.2 11.8
L  75.5% H
2.1 11.8
CME Group
94,628.6 262.6
L  0.2% H
258.5 262.7
L  -1.5% H
258.5 271.6
L  -6.5% H
258.5 288.3
L  -3.8% H
258.5 288.3
L  19.1% H
212.4 290.8
L  31.1% H
166.5 290.8
L  54.8% H
146.9 290.8
L  184.1% H
81.9 290.8
Coinbase Global Inc Ordinary
77,646.7 302.2
L  1.1% H
297.2 306.6
L  -0.8% H
292.6 315.7
L  -2.8% H
291.5 345.4
L  20.3% H
235.3 444.6
L  105.1% H
142.6 444.6
L  342.8% H
31.6 444.6
L   H
31.6 444.6
L   H
31.6 444.6
Freedom Holding Corp
9,869.5 161.2
L  -4.9% H
160.8 171.4
L  -5.7% H
160.8 181.9
L  -13.3% H
160.8 187.5
L  3.4% H
137 194.0
L  72.9% H
91.1 194.0
L  189.8% H
47.6 194.0
L  588.9% H
23.2 194.0
L  322320% H
0.0 194.0
Futu Holdings ADR
26,123.3 187.6
L  0.2% H
182.9 192.7
L  1.1% H
175.5 199.9
L  19.8% H
155.3 199.9
L  76.9% H
106.1 199.9
L  219.7% H
56.2 199.9
L  322.5% H
28 199.9
L  527.5% H
21.2 204.3
L   H
8.2 204.3
Heritage Global Inc
65.3 1.9
L  -0.5% H
1.9 1.9
L  -1.6% H
1.9 2.0
L  -9.6% H
1.8 2.1
L  -7.8% H
1.8 2.3
L  9.9% H
1.5 2.4
L  6.8% H
1.5 4.1
L  -32.4% H
1.0 4.2
L  526.7% H
0.1 4.2
Interactive Brokers Group Inc
27,209.1 61.1
L  1.6% H
60.8 61.7
L  -1.8% H
59.9 64.8
L  -4.9% H
59.9 68.1
L  15.4% H
49.2 68.1
L  99.5% H
30.0 68.1
L  267.9% H
15.7 68.1
L  371.2% H
11.6 68.1
L  552.2% H
7.4 68.1
LPL Financial Holdings Inc
27,243.0 340.5
L  2.3% H
333.8 343.8
L  -6.6% H
328.4 364.6
L  -7.7% H
328.4 379.2
L  -12.5% H
328.4 403.6
L  61.1% H
204.4 403.6
L  52.2% H
179 403.6
L  306.5% H
73.1 403.6
L  768.5% H
15.4 403.6
Lion Group Holding Ltd - ADR
3.3 1.5
L  11.1% H
1.2 1.7
L  -8.0% H
1.2 1.7
L  -31.8% H
1.2 2.7
L  -47.7% H
1.2 4.8
L  -86.8% H
1.2 20.9
L  -100.0% H
1.2 5375
L  -100.0% H
1.2 15750
L   H
1.2 22325
MarketAxess
6,993.4 187.2
L  -0.2% H
184.3 188.2
L  1.8% H
178.2 189.5
L  1.5% H
178.2 193.0
L  -15.8% H
178.2 228.2
L  -27.1% H
178.2 296.7
L  -24.4% H
178.2 399.8
L  -58.8% H
178.2 606.5
L  97.3% H
86.2 606.5
Nasdaq
54,504.8 95.0
L  1.6% H
93.5 95.1
L  0.3% H
92.1 95.1
L  -1.5% H
92.1 97.6
L  11.0% H
84.9 97.6
L  32.0% H
64.8 97.6
L  52.2% H
46.9 97.6
L  118.7% H
39.3 97.6
L  466.4% H
16.6 97.6
Perella Weinberg Partners ...
1,407.1 22.0
L  1.1% H
21.7 22.2
L  -0.7% H
20.7 22.6
L  -1.9% H
20.7 23.0
L  17.8% H
17.6 23.0
L  21.5% H
14.1 27.0
L  205.6% H
6.1 27.0
L   H
5 27.0
L   H
5 27.0
B. Riley Financial Inc
156.1 5.1
L  2.8% H
4.9 5.4
L  -6.9% H
4.9 5.7
L  -0.2% H
4.9 7.4
L  70.7% H
2.8 7.4
L  -4.8% H
2.7 7.4
L  -89.5% H
2.7 60.7
L  -80.6% H
2.7 91.2
L  -48.7% H
2.7 91.2
Siebert Financial Corp.
101.5 2.5
L   H
2.5 2.6
L  -8.1% H
2.4 2.7
L  -34.6% H
2.4 4.2
L  -52.0% H
2.4 5.5
L  36.4% H
1.7 5.8
L  55.9% H
1.2 5.8
L  -28.5% H
1.2 18.5
L  52.1% H
1 21.6
StoneX Group Inc
5,026.4 96.3
L  -6.4% H
96.1 103.5
L  -5.7% H
96.1 107.0
L  10.5% H
86.6 107.0
L  13.1% H
80.3 107.0
L  87.0% H
50.3 107.0
L  149.3% H
33.1 107.0
L  288.6% H
21.5 107.0
L  748.1% H
10.8 107.0
TOP Financial Group Limited
43.0 1.2
L  0.9% H
1.1 1.2
L   H
1.1 1.2
L  1.8% H
1.1 1.2
L  -6.5% H
1.1 1.3
L  -36.3% H
1 3.2
L  -88.2% H
1 256.4
L   H
1 256.4
L   H
1 256.4
Tradeweb Markets Inc - Ord...
25,461.3 119.3
L  0.2% H
117.6 119.7
L  -3.2% H
117.3 127.1
L  -13.7% H
117.3 138.7
L  -14.8% H
117.3 147.5
L  6.7% H
112.4 152.7
L  81.2% H
51.5 152.7
L  124.3% H
51.5 152.7
L   H
27 152.7
UP Fintech Holding Ltd - ADR
2,176.8 12.3
L  -0.3% H
11.8 12.7
L  -2% H
11.8 13.4
L  22.5% H
9.8 13.6
L  45.1% H
7.9 13.6
L  256.1% H
3.4 14.5
L  233.8% H
2.3 14.5
L  148.0% H
2.3 38.5
L   H
2.0 38.5
Virtu Financial Inc - Ordi...
3,255.4 38.5
L  -1.0% H
38.3 38.9
L  -8.2% H
38.3 42.3
L  -9.3% H
38.3 43.6
L  -8.2% H
38.3 45.8
L  -8.2% H
38.3 45.8
L  -8.2% H
38.3 45.8
L  -8.2% H
38.3 45.8
L  -8.2% H
38.3 45.8
Garden Stage Ltd
7.4 0.1
L   H
0.1 0.1
L   H
0.1 0.1
L  -16.7% H
0.1 0.1
L  -91.3% H
0.1 1.8
L  -86.3% H
0.1 1.8
L  -86.3% H
0.1 1.8
L  -86.3% H
0.1 1.8
L  -86.3% H
0.1 1.8
Bank Of New York Mellon Co...
- 25.5
L  0.4% H
25.4 25.6
L  -1.6% H
25.4 25.9
L  -1.4% H
25.4 26.0
L  -1.4% H
25.4 26.0
L  -1.4% H
25.4 26.0
L  -1.4% H
25.4 26.0
L  -1.4% H
25.4 26.0
L  -1.4% H
25.4 26.0
Waton Financial Ltd.
252.8 5.2
L  17.8% H
4.3 5.3
L  7.6% H
4.1 5.3
L  15.2% H
4.1 5.3
L  -15.8% H
4.1 7.5
L  -23.3% H
4.1 7.5
L  -23.3% H
4.1 7.5
L  -23.3% H
4.1 7.5
L  -23.3% H
4.1 7.5
Galaxy Digital Inc. - Ordi...
3,168.1 24.2
L  3.1% H
23.5 24.6
L  3.1% H
22.2 25.6
L  -13.8% H
22.2 30.8
L  21.2% H
17.4 33.2
L  6.2% H
17.4 33.2
L  6.2% H
17.4 33.2
L  6.2% H
17.4 33.2
L  6.2% H
17.4 33.2