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Financial Sector

Investment Services Industry Profitability  


 

List of most profitable companies in Investment Services Industry over the past 12 months


Company 12 Months Ending from the most recent quarter Net Income In millions $ Net Income Margin Gross Profit Margin ROE
The Goldman Sachs Group Inc 1 Q $ 14,882.00 28.06% - 12.22%
Morgan Stanley 1 Q $ 14,438.00 22.43% - 13.77%
Cme Group Inc 1 Q $ 8,122.70 - - 29.71%
Schwab Charles Corp 1 Q $ 6,489.00 31.71% - 13.73%
Blackrock Inc 1 Q $ 6,404.00 29.44% - 14.43%
Apollo Global Management Inc 1 Q $ 5,546.00 22.52% 87.6% 18%
Blackstone Inc 1 Q $ 5,050.60 39.36% - 27.47%
Kkr and co inc 1 Q $ 4,496.69 29.33% - 7.34%
Interactive Brokers Group inc 1 Q $ 3,576.00 66.11% - 21.92%
Ameriprise Financial Inc 4 Q $ 3,401.00 18.97% 96.31% 68.84%
Intercontinental Exchange Inc 1 Q $ 2,831.00 22.95% - 10.32%
Raymond James Financial Inc 1 Q $ 2,189.00 13.99% 87.12% 18.62%
Price T Rowe Group Inc 1 Q $ 2,047.50 28.81% - 19.66%
Robinhood Markets Inc 1 Q $ 1,590.00 48.77% - 21.02%
Nasdaq Inc 1 Q $ 1,277.00 16.34% 61.02% 11.42%
Nomura Holdings Inc 1 Q $ 1,212.29 4.26% 37.57% 5.14%
Carlyle Group Inc 1 Q $ 1,150.90 20.15% - 18.56%
Lpl Financial Holdings Inc 1 Q $ 1,088.43 8.23% - 38.39%
Ares Management Corporation 4 Q $ 814.96 16.76% - 14.95%
Invesco Ltd 1 Q $ 805.50 13.04% - 5.29%
Cboe Global Markets Inc 1 Q $ 804.80 18.58% 49.3% 18.98%
Horizon Kinetics Holding Corporation 4 Q $ 794.81 - - 520.63%
Brookfield Oaktree Holdings Llc 4 Q $ 787.06 69.58% - 31.54%
Futu Holdings Ltd 4 Q $ 699.44 39.98% 82.01% 19.4%
Jefferies Financial Group Inc 1 Q $ 696.48 6.67% 66.02% 6.87%
Affiliated Managers Group inc 1 Q $ 641.10 27.78% - 15.14%
Stifel Financial Corp 1 Q $ 620.80 10.34% 84.34% 11.41%
Virtu Financial inc 1 Q $ 612.86 19.95% - 41.57%
Sei Investments Company 1 Q $ 601.31 27.78% - 26.4%
Tradeweb Markets Inc 1 Q $ 594.89 31.41% - 9.35%
Evercore Inc 1 Q $ 478.40 15.38% 99.46% 26.57%
Brookfield Asset Management Ltd 4 Q $ 451.00 95.96% - 18.92%
Janus Henderson Group Plc 4 Q $ 445.60 17.52% - 9.76%
Franklin Resources Inc 1 Q $ 420.00 4.83% - 3.15%
Morningstar inc 1 Q $ 409.30 17.48% 60.53% 27.09%
Houlihan Lokey Inc 4 Q $ 358.87 16% - 18.63%
Blue Owl Capital Inc 1 Q $ 345.10 13.73% - 5.92%
Artisan Partners Asset Management Inc 1 Q $ 340.28 30.26% - 89.24%
Freedom Holding Corp 4 Q $ 322.36 14.98% - 26.61%
Hamilton Lane Inc 4 Q $ 317.29 45.6% - 41.25%
Lazard Inc 1 Q $ 308.47 10.2% 97.07% 48.81%
Federated Hermes Inc 1 Q $ 297.30 17.64% - 27.84%
Stonex Group Inc 1 Q $ 295.40 0.24% 1.55% 16.94%
Victory Capital Holdings Inc 1 Q $ 295.15 32.62% 93.31% 25.87%
Marketaxess Holdings Inc 4 Q $ 274.18 33.5% - 20.23%
Pjt Partners Inc 1 Q $ 259.26 17.42% - 30.02%
Alliancebernstein Holding L p 1 Q $ 231.44 57.75% - 37.31%
Cohen and Steers Inc 1 Q $ 171.67 31.21% - 34.18%
Digitalbridge Group Inc 1 Q $ 162.92 28.18% - 6.63%
Piper Sandler Companies 1 Q $ 144.63 9.36% 99.64% 10.52%
Assetmark Financial Holdings Inc 2 Q $ 143.30 19.43% - 11.13%
Virtus Investment Partners Inc 1 Q $ 142.64 15.59% - 16.01%
Ha Sustainable Infrastructure Capital Inc 1 Q $ 137.27 36.63% - 5.77%
Bgc Group Inc 4 Q $ 123.23 5.45% - 12.05%
Patria Investments Limited 4 Q $ 120.82 36.88% - 23.17%
Moelis and Co 1 Q $ 105.42 9.92% - 24.26%
Oppenheimer Holdings Inc 1 Q $ 76.16 5.26% - 9.03%
Noah Holdings Ltd 4 Q $ 66.72 19.57% 99.18% 4.86%
Up Fintech Holding Limited 4 Q $ 61.35 15.67% 84.47% 9.37%
Focus Financial Partners Inc 2 Q $ 58.98 2.67% - 4.46%
Gcm Grosvenor Inc 1 Q $ 54.42 9.94% - -
Navient Corporation 1 Q $ 50.00 6.13% 58.65% 1.83%
Diamond Hill Investment Group Inc 1 Q $ 40.53 25.53% - 24.8%
Associated Capital Group Inc 1 Q $ 38.34 87.48% - 4.26%
Wisdomtree Investments Inc 1 Q $ 37.07 8.26% - 8.8%
Value Line Inc 4 Q $ 21.52 53.36% - 22.63%
Tpg Inc 1 Q $ 19.92 0.54% - 0.58%
P10 Inc 1 Q $ 19.12 6.58% - 4.93%
Hywin Holdings Ltd 2 Q $ 17.32 5.75% 96.44% 10.32%
Bridge Investment Group Holdings Inc 1 Q $ 15.91 3.92% - 3.17%
Silvercrest Asset Management Group Inc 1 Q $ 14.72 11.67% - 12.14%
Siebert Financial Corp 4 Q $ 13.30 15.86% - 16.9%
Hennessy Advisors Inc 1 Q $ 9.77 29.98% - 10.56%
Cohen and Co Inc 4 Q $ 8.19 10.29% - 8.19%
Top Financial Group Ltd 1 Q $ 3.40 35.04% - 9.45%
Westwood Holdings Group Inc 1 Q $ 0.59 0.64% - 0.43%
U S Global Investors Inc 1 Q $ 0.16 1.4% - 0.34%
Acadian Asset Management Inc 1 Q $ 0.00 - - -
Xp Inc 4 Q $ 0.00 - - 0%
Lvpai Group Limited 3 Q $ -0.03 - - -
Mentor Capital Inc 4 Q $ -0.84 -490.21% - -26.31%
Morgan Group Holding Co 2 Q $ -0.91 -45.51% - -48.53%
Wright Investors Service Holdings Inc 2 Q $ -0.93 - - -28.42%
Fomo Worldwide Inc 3 Q $ -1.02 -19.91% 22.91% -
Interprivate Iii Financial Partners Inc 3 Q $ -1.08 - - -30.98%
Jupai Holdings Limited 4 Q $ -3.33 -64.85% 99.98% -2.86%
Glassbridge Enterprises Inc 2 Q $ -3.70 -10.19% 47.38% -43.79%
Puyi Inc 2 Q $ -6.01 -38.08% 85.9% -20.08%
Devvstream Corp 4 Q $ -8.42 -339.45% - -
Safeguard Scientifics Inc 4 Q $ -9.83 -81.08% 7.45% -35.72%
Aikido Pharma Inc 4 Q $ -14.70 -81.03% - -34.98%
Abacus Global Management Inc 1 Q $ -18.24 -13.56% 88.29% -5.33%
Greenhill and Co Inc 3 Q $ -27.12 -10.95% - -49.21%
Ebang International Holdings Inc 4 Q $ -38.03 -783.36% -344.04% -13.52%
Agba Acquisition Ltd 3 Q $ -41.77 -107.39% - -1883.71%
Sculptor Capital Management Inc 3 Q $ -50.27 -12.64% 82.75% -12.87%
Forge Global Holdings Inc 1 Q $ -65.05 -76.18% 99.02% -27.94%
Stepstone Group Inc 4 Q $ -103.44 -8.96% - -6.19%
Alti Global Inc 4 Q $ -174.31 -82.1% - -18.2%
B Riley Financial Inc 3 Q $ -859.00 -83.11% 99.13% -3822.1%
Credit Suisse Ag 2 Q $ -4,114.00 -20.68% 94.83% -10.79%
Profitability
Investment Services Industry
Gross margin contracted to 73.13 % in the 1. Quarter 2025 from 77.87 % in previous quarter, now Ranking #12 and ranking within sector #6.
Net margin for Investment Services Industry is 16.62 % above industry average.

More on Investment Services Industry Profitability

Investment Services Industry achieved cash flow margin of 1.76 % and above average return on equity of 12.58 %

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

All numbers are for TTM (Trailing twelve months, or last 4 quarters), MRQ stands for the most recent quarter reported and the period from where the past 12 months are included. The list includes publicly traded companies




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