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Financial Sector

Investment Services Industry Profitability  


Profitability by Company within Investment Services Industry


Company Quarter Gross Margin Net Margin Cash flow Margin ROE
Alliancebernstein Holding L p 1 Q - 91.2 % - 54.17 %
Associated Capital Group Inc 4 Q - 61.95 % - 2.32 %
C3 ai Inc 4 Q 75.1 % - - -
Altimmune Inc 4 Q - - - -
Affiliated Managers Group inc 4 Q - 33.19 % 18.7 % 12.66 %
Assetmark Financial Holdings Inc 4 Q - - - -
Ameriprise Financial Inc 4 Q - 5.55 % - 24.42 %
Td ameritrade Holding Corporation 2 Q 75.34 % 27.03 % - 21.5 %
Artisan Partners Asset Management Inc 1 Q - 35.99 % 40.28 % 248.24 %
Apollo Global Management Inc 4 Q - 82.95 % - 10.7 %
Ares Management Corporation 4 Q - 29.02 % - 14.71 %
Asia Select Acquisition Iii Corp 0 Q - - - -
Doughertys Pharmacy, Inc. 1 Q 25.92 % - - -
Altimar Acquisition Corp 4 Q - - - -
American Tax Credit Properties Iii Lp 1 Q - - - -
American Tax Credit Properties Ii L P 0 Q - - - -
American Tax Credit Trust Series I 4 Q - 91.29 % - 68.59 %
Graniteshares Gold Trust 4 Q - - - 259.79 %
Franklin Resources Inc 1 Q - 23.38 % - 11.18 %
Bgc Partners Inc 3 Q - 5.48 % 10.89 % 7.8 %
The Bank Of New York Mellon Corporation 4 Q 57.88 % 19.94 % 64.01 % 8.23 %
Bkf Capital Group Inc 0 Q - - - -
Boldface Group, Inc. 0 Q - - - -
Blackrock Inc 4 Q - 35.87 % 44.47 % 15.99 %
United States Brent Oil Fund Lp 4 Q - - - 38.26 %
Brightsphereinvestment Group Inc 3 Q - 18.64 % 3.07 % 303.06 %
Bthc Xv, Inc. 0 Q - - - -
The Blackstone Group Inc 4 Q - 49.99 % - 17.43 %
Cboe Global Markets inc 1 Q 36.16 % 13.57 % 46.08 % 13.39 %
Nuveen Diversified Commodity Fund 0 Q - - - -
Cf Finance Acquisition Corp 3 Q - - - 4.97 %
Carlyle Group Inc 1 Q - 36.55 % - 70.71 %
China Topreach Inc. 0 Q - - - -
China Vantagepoint Acquisition Co 0 Q - - - -
China Dredging Group Co., Ltd. 0 Q - - - -
Calamos Asset Management, Inc. 0 Q - - - -
Ishares Commodity Optimized Trust 1 Q - - - 47.11 %
Cme Group Inc 1 Q - 45.86 % - -
Cohen and Steers Inc 4 Q - 0.8 % - 36.71 %
Cohen and Co Inc 4 Q - 65.74 % - 67.9 %
Cowen Inc 1 Q 92.36 % 20.16 % 64.39 % 36.85 %
Counsel Rb Capital Inc. 0 Q - - - -
Crown Equity Holdings Inc 4 Q 31.26 % - - -
Credit Suisse Group Ag 4 Q 65.97 % 11.91 % - 6.21 %
Global Arena Holding, Inc. 0 Q - - - -
Nuveen Long 0 Q - - - -
Crexus Investment Corp. 0 Q - - - -
Invesco Db Agriculture Fund 4 Q - - 95.9 % 6.26 %
Invesco Db Base Metals Fund 4 Q - - - 16.42 %
Invesco Db Commodity Index Tracking Fund 4 Q - - - -
Invesco Db Energy Fund 4 Q - - 13.65 % -
Invesco Db Oil Fund 4 Q - - - 10.58 %
Invesco Db Precious Metals Fund 4 Q - - - 22.08 %
Invesco Db Silver Fund 4 Q - - 27.34 % 30.6 %
Invesco Db G10 Currency Harvest Fund 4 Q - - 18.79 % -
Invesco Db Gold Fund 4 Q - - 7.24 % 18.95 %
Diamond Hill Investment Group Inc 1 Q - 31.92 % - 28.01 %
Diversinet Corp 0 Q - - - -
United States Short Oil Fund, Lp 1 Q - - - -
Morgan Stanley Smith Barney Spectrum Select Lp 1 Q - - - 10.21 %
Morgan Stanley Smith Barney Spectrum Strategic Lp 1 Q - - - -
Edelman Financial Group Inc. 0 Q - - - -
E trade Financial Corporation 2 Q 66.62 % 27.37 % - 12.45 %
Eaton Vance Corp 3 Q - - - 10.41 %
Evercore Inc 4 Q 99.46 % 27.4 % - 33.92 %
Eztd Inc 0 Q - - - -
Fbr & Co. 1 Q 89.6 % 3.49 % 2.07 % -
Federated Hermes Inc 1 Q - 21.66 % - 30.65 %
Fortress Investment Group Llc 4 Q - 56.15 % - 47.42 %
Financial Engines, Inc. 1 Q 58.93 % 13.08 % - 6.16 %
Focus Financial Partners Inc 4 Q - 2.02 % 6.1 % 5.84 %
Futures Portfolio Fund L p 4 Q - 44.62 % - -
First Industrial Lp 4 Q 63.06 % 13.6 % - 1.65 %
Freedom Holding Corp 4 Q - 42.33 % - 55.15 %
Fifth Street Asset Management Inc. 3 Q - - - -
Finotec Group Inc 4 Q - - - -
Invesco Currencyshares Australian Dollar Trust 4 Q - - - -
Invesco Currencyshares British Pound Sterling Trus 4 Q - - - -
Invesco Currencyshares Canadian Dollar Trust 4 Q - - - -
Invesco Currencyshares Chinese Renminbi Trust 3 Q - - - -
Invesco Currencyshares Euro Trust 4 Q - - - -
Invesco Currencyshares Swiss Franc Trust 4 Q - - - -
Invesco Currencyshares Swedish Krona Trust 3 Q - - - -
Invesco Currencyshares Singapore Dollar Trust 3 Q - 64.92 % - 0.71 %
Invesco Currencyshares Japanese Yen Trust 4 Q - - - -
Wedbush ETFMG Video Game Tech 0 Q - - - -
Gamco Investors Inc Et Al 3 Q - 28.26 % - 87.92 %
Grayscale Bitcoin Trust btc 4 Q - - - -
Gain Capital Holdings Inc 1 Q 99.74 % 41.54 % - 17.16 %
Wisdomtree Continuous Commodity Index Master Fund 3 Q 98.3 % 76.95 % - -
Global Cornerstone Holdings Ltd 0 Q - - - -
Greenhill and Co Inc 4 Q - 44.94 % 15.61 % 100.24 %
Global Brokerage, Inc. 3 Q - 69.1 % - -
Spdr Gold Trust 4 Q - - - 66.7 %
World Gold Trust 4 Q - - - -
Aberdeen Standard Precious Metals Basket Etf Trust 3 Q - - - -
U S Global Investors Inc 4 Q - 64.49 % 73.53 % 86.08 %
The Goldman Sachs Group Inc 1 Q 99.61 % 38.46 % - 16.03 %
Ishares S and p Gsci Commodity indexed Trust 1 Q - - - -
Hk Graphene Technology Corp 0 Q - - - -
Intercore Energy, Inc. 0 Q - - - -
Houlihan Lokey Inc 4 Q - - 19.68 % 15.6 %
Hamilton Lane Inc 4 Q - 56.23 % 11.23 % 55.3 %
Hennessy Advisors Inc 4 Q - 22.76 % - 8.97 %
Hpil Holding 3 Q - - - -
Zais Group Holdings, Inc. 0 Q - - - -
Ishares Gold Trust 1 Q - - - 88.53 %
Intervest Bancshares Corp 0 Q - - - -
Interactive Brokers Group inc 3 Q - 55.11 % 51.46 % 13.29 %
Icon Leasing Fund Twelve, Llc 1 Q - - - -
Intercontinental Exchange Inc 1 Q - 26.76 % 1.4 % 11.11 %
Investors Capital Holdings Ltd 0 Q - - - -
Intercore Energy, Inc. 0 Q - - - -
Icon Eci Fund Sixteen 1 Q - 14.99 % - -
Indo Global Exchange(s) Pte, Ltd. 0 Q - - - -
Immobiliare Global Investments, Inc. 0 Q - - - -
Invesco Ltd 1 Q - 22.01 % - 7.28 %
Jefferies Financial Group Inc 1 Q 91.99 % 21.55 % - 54.55 %
Janus Henderson Group Plc 1 Q - 22.88 % - 13.49 %
Jmp Group Llc 4 Q 99.58 % 16.89 % 64.58 % -
Janus Capital Group Inc 4 Q - 5.24 % - 8.29 %
Kbs Real Estate Investment Trust Ii Inc 4 Q 60.48 % - - 0.33 %
Kcg Holdings, Inc. 1 Q 95.39 % 1.26 % 14.74 % 15.83 %
Kkr and co inc 4 Q - - 55.13 % 15.65 %
Lazard Ltd 1 Q 97.09 % 13.36 % 5.16 % 52.29 %
Legg Mason Inc 2 Q - - - 13.43 %
Lpl Financial Holdings Inc 1 Q - 7.59 % - 35.28 %
Angstron Holdings Corp 0 Q - - - -
Hk International Group, Inc. 0 Q - - - -
Ladenburg Thalmann Financial Services Inc 4 Q - 0.13 % - 9.17 %
Dragon Victory International Ltd 1 Q - - - -
Moelis and Co 1 Q - 28.73 % - 62.87 %
Medley Llc 4 Q - - - -
Merrill Lynch & Co., Inc. 0 Q - - - -
Merriman Holdings, Inc 0 Q - - - -
Mgt Capital Investments Inc 4 Q - - - -
Marketaxess Holdings Inc 1 Q - 41.14 % - 33.03 %
Manning and Napier Inc 4 Q 93.03 % 16.64 % 15.82 % 15.15 %
Blue Wolf Mongolia Holdings Corp. 0 Q - - - -
Mentor Capital Inc 4 Q 30.92 % 9.4 % - -
Morningstar inc 1 Q 59.95 % 13.98 % - 20.97 %
Morgan Stanley 1 Q - 26.52 % 79.29 % 13.97 %
Morgan Stanley Smith Barney Charter Aspect L.p. 1 Q - 8.21 % - -
Managed Futures Premier Graham L p 1 Q - - - -
Boldface Group, Inc. 0 Q - - - -
My Group, Inc. 0 Q - - - -
Broad Street Realty Inc 1 Q - - - -
National Holdings Corp 4 Q 98.73 % - 0.94 % -
Noah Holdings Ltd 4 Q 99.72 % - 9.34 % -
Oaktree Capital Group Llc 4 Q - - 62.37 % 5.17 %
Brightsphere Investment Group Plc 1 Q - 29.49 % - 338.33 %
Oppenheimer Holdings Inc 1 Q - 10.36 % - 12.65 %
Vaneck Merk Gold Trust 4 Q - - - 148.95 %
Prime Acquisition Corp 0 Q - - - -
Aberdeen Standard Palladium Etf Trust 3 Q - - - -
Prime Global Capital Group Inc 4 Q 66.98 % - - -
Piper Sandler Companies 4 Q 99.21 % 12.21 % 33.27 % 5.82 %
Pjt Partners Inc 1 Q - 21.19 % - 33.65 %
Graniteshares Platinum Trust 4 Q - - - -
Aberdeen Standard Platinum Etf Trust 3 Q - - - -
Pzena Investment Management Inc 4 Q - 48.64 % - 60.69 %
Q Lotus Holdings Inc 4 Q - - - -
Rcs Capital Corp 4 Q - - - -
B Riley Financial Inc 4 Q - 41.89 % - 53.05 %
Etf Managers Group Commodity Trust I 4 Q - - - 41.94 %
Raymond James Financial Inc 4 Q 98.32 % 13.81 % 77.96 % 12.11 %
Royale Globe Holding Inc. 0 Q - - - -
Silvercrest Asset Management Group Inc 4 Q - 12.03 % 48.87 % 17.46 %
Schwab Charles Corp 4 Q - 27.18 % - 9.13 %
Sculptor Capital Management Inc 4 Q - 42.68 % - 69.67 %
Sei Investments Company 1 Q - 28.41 % - 26.69 %
Seneca Global Fund, L.p. 0 Q - - - -
Stifel Financial Corp 4 Q 98.65 % 17.54 % 54.1 % 12.89 %
Safeguard Scientifics Inc 4 Q - - - -
Real Industry, Inc. 4 Q 4.69 % - - -
Aberdeen Standard Gold Etf Trust 3 Q - - - -
Siebert Financial Corp 4 Q - 7.4 % - 8.87 %
Aberdeen Standard Silver Etf Trust 3 Q - - - -
Ishares Silver Trust 1 Q - - - 344 %
Stonex Group Inc 4 Q 6.88 % 0.21 % - 24.42 %
Sprott Physical Platinum and Palladium Trust 4 Q - - 1.75 % -
Arboretum Silverleaf Income Fund L p 4 Q - - - -
Stepstone Group Inc 4 Q - 43.45 % 40.08 % -
Susquehanna Bancshares Inc 0 Q - - - -
Trio Merger Corp. 0 Q - - - -
Wisdomtree Coal Fund 0 Q - - - -
Trio Merger Corp. 0 Q - - - -
Price T Rowe Group Inc 1 Q - 41.87 % 35.98 % 42.19 %
Twelve Seas Investment Co 3 Q - 58.37 % - 22.57 %
Invesco Db Us Dollar Index Bearish Fund 4 Q - - 13.98 % 6.3 %
United States Gasoline Fund Lp 4 Q - 99.02 % - 55.37 %
United States Diesel-heating Oil Fund, Lp 1 Q - - - 21.08 %
Unifunds Ltd 2 Q - - - -
United States Natural Gas Fund Lp 4 Q - - - -
United States 12 Month Natural Gas Fund Lp 4 Q - - - -
United States Commodity Index Funds Trust 4 Q - - - -
United States 12 month Oil Fund Lp 4 Q - 98.43 % - 58.99 %
United States Oil Fund Lp 4 Q - 98.78 % - -
Invesco Db Us Dollar Index Bullish Fund 4 Q - - - -
Value Line Inc 4 Q - 57.13 % 71 % 32.63 %
Victory Capital Holdings Inc 4 Q 96.23 % 26.89 % - 33.17 %
Virtu Financial inc 4 Q - 29.36 % 50.66 % 65.06 %
Viking Energy Group Inc 4 Q - - 33.15 % -
Virtus Investment Partners Inc 3 Q - 22.3 % 2.39 % 12.99 %
Waddell and Reed Financial Inc 1 Q - 0.55 % - 7.29 %
Wisdomtree Investments Inc 4 Q - - 14.52 % -
Westwood Holdings Group Inc 1 Q - 22.39 % - -
Contextlogic Inc 4 Q 62.73 % - 47.68 % -
Waterside Capital Corp 4 Q - - - -
Woodstock Holdings Inc. 0 Q - - - -
Metaurus Equity Component Trust 4 Q - - - -
Atel Cash Distribution Fund Vi Lp 0 Q - - - -
Yayi International Inc 0 Q - - - -
Zais Group Holdings, Inc. 4 Q - 21.99 % - -
Kura Oncology, Inc. 0 Q - - - -
Inland Land Appreciation Fund Ii Lp 4 Q - - - 0.08 %
Profitability
Investment Services Industry
Gross margin improved to 82.83 % in 1. Quarter 2021 from 79.4 % in previous quarter, now Ranking #7 and ranking within sector #5.
Net margin for Investment Services Industry is 22.87 % above industry average.

More on Investment Services Industry Profitability

Investment Services Industry achieved cash flow margin of 84.62 % and above average return on equity of 15.41 %

More on Investment Services Industry Cash flow
More on Investment Services Industry ROE







Investment Services Industry Operating Statistics Y/Y Q/Q
  Equity Assets under Mgmt. (Millions $) - -
  Assets in Brokarage client accounts (Millions $) - -
  Brokarage Accounts (thousands) - -
  Total Assets under Mgmt. (Millions $) - -
  Money market Assets under Mgmt. (Millions $) - -
  Fixed-income Assets under Mgmt. (Millions $) - -
     
Investment Services Industry Operating Statistics Y/Y Q/Q
  Brokarage Daily Average Revenue Trades (thousands)  
  Brokarage Avg. Commission per Trade ($)  $
       
Asset Management Segment
Revenues Income
-62.62% 0.79% -67.08% -
Y/Y Q/Q Y/Y Q/Q

Retail Brokerage Segment
Revenues Income
- - - -
Y/Y Q/Q Y/Y Q/Q

Institutional Brokerage Segment
Revenues Income
-47.28% - -76.78% -
Y/Y Q/Q Y/Y Q/Q

Investment Banking Segment
Revenues Income
- - - -
Y/Y Q/Q Y/Y Q/Q




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