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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
Apollo Asset Management Inc. 2 Q 4.3% 37.94% -9.94% 43.85%
Alliancebernstein Holding L p 2 Q - 87.61% 0% 39.07%
Associated Capital Group Inc 2 Q - 39.52% -153.56% 2.17%
Agba Group Holding Limited 2 Q - -58.39% -100.15% -26757.95%
Alti Global Inc 2 Q - 60.7% 19.32% -12.74%
Affiliated Managers Group inc 2 Q - 32.98% -8.97% 33.41%
Assetmark Financial Holdings Inc 2 Q - 17.94% 27.48% 9.4%
Ameriprise Financial Inc 2 Q 96.73% 22.21% -27.6% 62.25%
Artisan Partners Asset Management Inc 2 Q - 30.37% -12.3% 97.33%
Apollo Global Management Inc 3 Q -10.57% -39.41% 0% -
Ares Management Corporation 1 Q - 16.84% 0.29% 24.75%
Brookfield Asset Management Ltd 4 Q - - - 225.24%
Franklin Resources Inc 2 Q - 12.6% 5.54% 7.71%
Bgc Group Inc 2 Q - -4.5% 8.23% -8.22%
Blackrock Inc 2 Q - 31.26% 26.14% 13.96%
Bridge Investment Group Holdings Inc 2 Q - -2.79% -7.6% -8.79%
Brightsphereinvestment Group Inc 2 Q - 11.94% -14.33% 29.17%
Blackstone Inc 2 Q - 42.77% 16.85% 12.2%
Cboe Global Markets inc 2 Q 51.49% 18.5% -83.35% 18.65%
Carlyle Group Inc 2 Q - -13.57% -32.72% 7.48%
Cme Group Inc 2 Q - 56.45% -1068.53% 23.26%
Cohen and Steers Inc 2 Q - 26.2% 21.67% 42.8%
Cohen and Co Inc 2 Q - -3.07% 37.77% -24.22%
Cowen inc 4 Q 80.09% 4.64% 50.75% 5.42%
Credit Suisse Group Ag 4 Q 49.93% -7.16% - -3.68%
Diamond Hill Investment Group Inc 2 Q - 25.66% -4.23% 31.14%
Evercore Inc 2 Q 99.17% 8.37% -11.65% 23.36%
Federated Hermes Inc 2 Q - 16.65% 4.32% 25.71%
Focus Financial Partners Inc 2 Q - 4.98% 6.3% 4.46%
Fomo Worldwide Inc 2 Q 23.09% - -0.89% -
Forge Global Holdings Inc 2 Q 99.5% -150.12% -96.29% -49.84%
Freedom Holding Corp 1 Q - 24.86% -300.37% 30.67%
Lvpai Group Limited 2 Q - - - -
Futu Holdings Ltd 4 Q 86.92% 38.44% - 14.03%
Gamco Investors Inc. Et Al 2 Q - 28.05% -17% 73.14%
Gcm Grosvenor Inc 2 Q - -33.69% -10.33% -
Greenhill and Co Inc 2 Q - 6.21% -15.47% 24.4%
U S Global Investors Inc 1 Q - 34.32% 32.04% 2.45%
The Goldman Sachs Group Inc 2 Q - 11.83% - 7.52%
Houlihan Lokey Inc 2 Q - 14.76% -62.12% 15.76%
Hamilton Lane Inc 2 Q - 40.76% 10.65% 32.13%
Hennessy Advisors Inc 2 Q - 22.36% 12.38% 5.53%
Robinhood Markets Inc 2 Q - 5.14% 77.37% -11.75%
Hywin Holdings Ltd 2 Q - 11.32% 28.88% 28.11%
Interactive Brokers Group inc 1 Q - 56.74% - 13.94%
Intercontinental Exchange Inc 2 Q - 33.43% -626.7% 7.6%
Glassbridge Enterprises Inc 2 Q - - - -43.79%
Interprivate Iii Financial Partners Inc 2 Q - -19498.46% -93478.4% 168.19%
Invesco Ltd 2 Q - 11.34% 4.52% 5.06%
Wright Investors Service Holdings Inc 2 Q - - - -28.05%
Jefferies Financial Group Inc 2 Q 62.84% 0.53% 23.87% 3.93%
Jefferies Group Llc 1 Q 87.97% 19.46% -124.78% 0%
Janus Henderson Group Plc 2 Q - 19.18% 30.97% 9.6%
Jmp Group Llc 2 Q 99.44% 7.47% 52.86% 17.01%
Jupai Holdings Limited 4 Q 56.04% 15.6% -47.32% 1.9%
Kkr and co inc 2 Q - 31.05% 28.13% 2.27%
Lazard Ltd 2 Q 97.1% -18.17% 3.59% 7.78%
Lion Group Holding Ltd 4 Q - - - -123.94%
Lpl Financial Holdings Inc. 2 Q - 7.87% -4.58% 30.6%
Dragon Victory International Ltd 1 Q - -2308.76% - -60.94%
Moelis and Co 2 Q - -7.36% 14.14% 9.54%
Morgan Group Holding Co 2 Q - -81.03% -13.93% -48.53%
Marketaxess Holdings Inc 2 Q - 33.24% 30.37% 22.98%
Manning and Napier Inc. 2 Q 53.39% 7.82% 31.55% 19.86%
Mentor Capital Inc 2 Q 32.84% -7.21% -1.25% -60.02%
Morningstar inc 2 Q 57.12% 7.15% -1.76% 1.65%
Morgan Stanley 2 Q - 16.5% -46.55% 10.02%
Navient Corporation 2 Q 63.18% 22.3% - 13.13%
Nasdaq Inc 2 Q 64.55% 18.63% - 17.99%
Nomura Holdings Inc 1 Q 53.71% 3.69% 16.65% 2.84%
Noah Holdings Ltd 4 Q 99.11% 30.46% -54.64% 10.23%
Oaktree Capital Group Llc 1 Q - - - 21.11%
Oppenheimer Holdings Inc. 2 Q - -1.99% -4.53% 11.78%
Blue Owl Capital Inc 2 Q - 8.11% 0.81% 1.23%
Patria Investments Limited 4 Q - 36.35% 5.43% 18.33%
Piper Sandler Companies 2 Q 99.34% 7.83% -2.61% 19.7%
Pjt Partners Inc 2 Q - 11.86% 16.74% 20.74%
Puyi Inc 2 Q - -24.09% 23.62% -14.38%
P10 Inc 2 Q - 3.41% -17.84% 3.12%
Pzena Investment Management Inc 3 Q - 35.82% 26.55% 51.1%
B Riley Financial Inc 2 Q 90.08% 10.78% -50.68% 9.98%
Raymond James Financial Inc 1 Q 98.6% 11.91% 27.48% 17.98%
Silvercrest Asset Management Group Inc 2 Q - 17.25% 19.49% 15.37%
Schwab Charles Corp 2 Q - 27.79% -221.71% 18.72%
Sculptor Capital Management Inc 2 Q - -16.36% -85.48% -10.89%
Sei Investments Company 2 Q - 24.3% -11.73% 20.18%
Stifel Financial Corp 2 Q 84.61% 10.82% -69.01% 11.68%
Safeguard Scientifics Inc 2 Q - -1149.4% - -42.67%
Siebert Financial Corp 1 Q - 19.88% -249.19% 2.5%
Stonex Group Inc 2 Q 2.9% 0.46% 0.41% 19.91%
Stepstone Group Inc 2 Q - 27.78% -0.89% 1.58%
Enterprise Diversified Inc 1 Q 72.12% -285.17% - 0.63%
Up Fintech Holding Limited 4 Q 91.72% -1% - -0.5%
Top Financial Group Ltd 1 Q - 35.04% 0% 9.45%
Tpg Inc 2 Q - 6.63% 29.08% 4.58%
Price T Rowe Group Inc 2 Q - 29.88% 8.69% 17.05%
Tradeweb Markets Inc 2 Q - 32.82% 52.71% 6.89%
Value Line Inc 2 Q - 46.29% 18.68% 22.28%
Victory Capital Holdings Inc 2 Q 92.77% 27.48% 2.64% 21.86%
Vinci Partners Investments Ltd 4 Q - 53.76% 20.45% 15.95%
Virtu Financial inc 1 Q - 28.51% -72.48% 33.92%
Virtus Investment Partners Inc 2 Q - 13.96% -27.98% 14.18%
Waddell and Reed Financial Inc 1 Q - 0.55% -27.43% 7.29%
Westwood Holdings Group Inc 2 Q - 13.21% -6.94% 1.51%
Wisdomtree Inc 2 Q - 62.35% -40.64% 34.88%
Profitability
Investment Services Industry
Gross margin contracted to 71.46 % in the 2. Quarter 2023 from 75.81 % in previous quarter, now Ranking #9 and ranking within sector #3.
Net margin for Investment Services Industry is 10.17 % above industry average.

More on Investment Services Industry Profitability

Investment Services Industry achieved cash flow margin of 29.21 % and above average return on equity of 10.69 %

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
-28.75% -3.72% -21.84% -14.69%
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
- - - -
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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