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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 4 Q - -8971.13% 0% -63.14%
Abacus Life Inc 3 Q 84.07% 4.98% 75.93% 7.04%
Associated Capital Group Inc 3 Q - 1.25% - 3.95%
Agba Group Holding Limited 3 Q - -97.84% -68.63% -4194.97%
Alti Global Inc 3 Q - -375.36% -28.07% -34.4%
Affiliated Managers Group inc 4 Q - 20.27% -15.42% 20.57%
Assetmark Financial Holdings Inc 4 Q - 21.9% 2.48% 10.2%
Ameriprise Financial Inc 3 Q 96.3% 21.39% -18.18% 68.27%
Artisan Partners Asset Management Inc 4 Q - 37.27% -20.91% 106.93%
Apollo Global Management Inc 4 Q 68.23% - 67.42% -
Ares Management Corporation 4 Q - 11.1% 2.71% 21.39%
Brookfield Asset Management Ltd 4 Q - - - 225.24%
Franklin Resources Inc 4 Q - 12.87% -26.26% 8.06%
Bgc Group Inc 3 Q - 3.84% 6.92% -5.12%
Blackrock Inc 3 Q - 34.22% 10.34% 14.43%
Bridge Investment Group Holdings Inc 4 Q - 0.72% 10.1% -14.73%
Brightsphere Investment Group Inc 4 Q - 18.24% 3.45% 27.3%
Blackstone Inc 4 Q - 8.49% 12.63% 14.19%
Cboe Global Markets Inc 4 Q 25.49% 10.83% -17.09% 20.34%
Carlyle Group Inc 4 Q - -72.37% 18.34% -7.72%
Cme Group Inc 4 Q - - - 26.67%
Cohen and Steers Inc 4 Q - 16.87% 20.56% 37.45%
Cohen and Co Inc 4 Q - 78% -7.83% 12.67%
Cowen inc 4 Q 80.09% 4.64% 50.75% 5.42%
Digitalbridge Group Inc 4 Q - - - 16.41%
Diamond Hill Investment Group Inc 3 Q - 16.82% 22.91% 28.15%
Dominari Holdings Inc 3 Q - -367.71% 82.04% -35.32%
Evercore Inc 4 Q 99.47% 11.68% 13.2% 17.26%
Federated Hermes Inc 4 Q - 21.63% 1.44% 27.28%
Focus Impact Acquisition Corp 3 Q - - - -
Focus Financial Partners Inc 2 Q - 4.98% 6.3% 4.46%
Fomo Worldwide Inc 3 Q 21.23% 47.89% -17.86% -
Forge Global Holdings Inc 3 Q 99.2% -102.12% -23.63% -52.88%
Freedom Holding Corp 4 Q - 22.95% 22.86% 37.9%
Lvpai Group Limited 4 Q - - 0% -
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 4 Q - 3.92% -9.44% -
Greenhill and Co Inc 3 Q - -91.7% 41.74% -49.21%
U S Global Investors Inc 4 Q - 29.03% 14.57% 6.24%
The Goldman Sachs Group Inc 4 Q - 18.69% 15.81% 7.28%
Houlihan Lokey Inc 4 Q - 13.85% 12.05% 15.59%
Hamilton Lane Inc 4 Q - 27.24% -51.54% 30.79%
Hennessy Advisors Inc 4 Q - 22.4% 0% 5.54%
Robinhood Markets Inc 4 Q - 6.37% - -7.87%
Hywin Holdings Ltd 2 Q 96.44% 5.75% 26.56% 10.32%
Interactive Brokers Group inc 4 Q - 64.88% - 21.54%
Intercontinental Exchange Inc 4 Q - 14.46% -1.67% 9.91%
Glassbridge Enterprises Inc 2 Q - - - -43.79%
Interprivate Iii Financial Partners Inc 3 Q - -216.91% -379.57% -30.98%
Invesco Ltd 4 Q - -46.5% 23.87% -1.07%
Wright Investors Service Holdings Inc 3 Q - - - -28.23%
Jefferies Financial Group Inc 4 Q 60.81% 3.58% 15.11% 2.68%
Jefferies Group Llc 1 Q 87.97% 19.46% -124.78% 0%
Janus Henderson Group Plc 4 Q - 19.79% 24.59% 9.46%
Jupai Holdings Limited 4 Q 56.04% 15.6% -47.32% 1.9%
Kkr and co inc 3 Q - 71.84% 29.02% 6.42%
Lazard Inc 4 Q 97.61% 8.66% 26.43% -12.55%
Lion Group Holding Ltd 4 Q - - - -123.94%
Lpl Financial Holdings Inc 4 Q - 15.99% 8.94% 55.04%
Moelis and Co 1 Q - 24.36% -129.09% 92.79%
Morgan Group Holding Co 2 Q - -81.03% -13.93% -48.53%
Marketaxess Holdings Inc 3 Q - 31.87% 18.31% 21.73%
Manning and Napier Inc. 2 Q 53.39% 7.82% 31.55% 19.86%
Mentor Capital Inc 3 Q 31.38% -9.74% -17.01% -58.97%
Morningstar inc 4 Q 61.87% 13.64% 2.39% 11.26%
Morgan Stanley 4 Q - 11.95% -148.64% 9.15%
Navient Corporation 3 Q 51.14% 22.57% -133.43% 12.28%
Nasdaq Inc 4 Q 67.76% 11.84% -225.62% 14.22%
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 3 Q - - -1378.88% 27.75%
Oppenheimer Holdings Inc 1 Q - 3.68% -62.51% 16.42%
Blue Owl Capital Inc 4 Q - 15.8% 5.35% 4.12%
Patria Investments Limited 4 Q - 36.35% 5.43% 18.33%
Piper Sandler Companies 4 Q 99.15% 16.79% 92.34% 8.16%
Pjt Partners Inc 3 Q - 11.19% -12.74% 19.03%
Puyi Inc 2 Q 85.9% -38.08% 44.32% -20.08%
P10 Inc 3 Q - -15.33% -4.63% -0.24%
Pzena Investment Management Inc 3 Q - 35.82% 26.55% 51.1%
B Riley Financial Inc 3 Q 83.12% -16.51% 63.67% -16.93%
Raymond James Financial Inc 4 Q 85.6% 14.15% 39.46% 16.92%
Silvercrest Asset Management Group Inc 3 Q - 17.89% 38% 15.34%
Schwab Charles Corp 4 Q - 23.44% - 13.31%
Sculptor Capital Management Inc 3 Q - -44.9% 0.11% -12.87%
Sei Investments Company 4 Q - 24.9% -4.07% 22.4%
Stifel Financial Corp 3 Q 82.57% 5.39% 68.94% 10.11%
Safeguard Scientifics Inc 3 Q - - - -33.01%
Stonex Group Inc 4 Q 2.15% 0.35% 1.14% 16.99%
Stepstone Group Inc 4 Q - - - 8.76%
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 4 Q - 4.31% 0% 0.75%
Price T Rowe Group Inc 4 Q - 28.84% -32.06% 19.31%
Tradeweb Markets Inc 4 Q - 28.04% 57.58% 7.28%
Value Line Inc 4 Q - 52.83% 16.66% 21.23%
Victory Capital Holdings Inc 3 Q 92.62% 24.63% 30.41% 19.85%
Vinci Partners Investments Ltd 4 Q - 53.76% 20.45% 15.95%
Virtu Financial inc 4 Q - 1.25% 24.09% 17.3%
Virtus Investment Partners Inc 4 Q - 17.64% -29.7% 16.47%
Westwood Holdings Group Inc 3 Q - 20% 8.91% 4.99%
Wisdomtree Inc 2 Q - 62.35% -40.64% 34.88%
Profitability
Investment Services Industry



More on Investment Services Industry Profitability

Return on equity in 4. Quarter 2023 was 11.8 %, Total Ranking # and ranking within sector #.

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
-0.45% -1.14% -0.38% 43.12%
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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