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Investment Services Industry Profitability

Profitability Information & Trends 
  
Industry:   Category:   Period:  

Investment Services Industry Profitability Ratios 4 Q 2020 3 Q 2020 2 Q 2020 1 Q 2020 4 Q 2019
  2020 2020 2020 2020 2019
Gross Margin 89.47 % 79.91 % 95.3 % 97.68 % 94.48 %
Gross Margin Annual (TTM) 78.24 % 79.96 % 97.47 % - 85.85 %
Gross Margin Ranking # 6 # 12 # 1 # 3 # 6
EBITDA Margin 48.38 % 44.71 % 48.1 % 25.63 % 62.57 %
EBITDA Margin Annual (TTM) 39.72 % 38.61 % 46.61 % 48.68 % 59.01 %
EBITDA Margin Ranking # 10 # 10 # 4 # 13 # 5
Operating Margin 41.16 % 30.18 % 27.87 % 19.04 % 24.37 %
Operating Margin Annual (TTM) 26.96 % 24.3 % - - 25.78 %
Operating Margin Ranking # 6 # 11 # 6 # 19 # 20
Pre-Tax Margin 37.2 % 35.35 % 36.12 % 1.87 % 28.15 %
Pre-Tax Margin Annual (TTM) 27.42 % 24.99 % 26.97 % 26.45 % 31.86 %
Pre-Tax Margin Ranking # 7 # 6 # 2 # 60 # 8
Net Margin 28.33 % 29.72 % 29.22 % - 19.56 %
Net Margin Annual (TTM) 21.65 % 19.55 % 20.96 % 20.7 % 25.68 %
Net Margin Ranking # 9 # 4 # 2 # 68 # 14


Gross Margin Comment

Investment Services Industry Gross Profit grew by 25.29 % in 4 Q 2020 sequntially, while Revenue increased by 20.35 %, this led to improvement in Investment Services Industry's Gross Margin to 99.93 %, above Investment Services Industry average Gross Margin.

On the trailing twelve months basis gross margin in 4 Q 2020 fell to 78.24 %.

Within Financial sector 3 other industries have achieved higher gross margin. Gross margin total ranking has deteriorated compare to previous quarter from to 6.

Note, forth quarter Numbers include only companies who have reported forth quarter earnings results. Numbers change as more businesses report financial results. See the full List.

Gross Margin Statistics
High Average Low
149.2 % 82.33 % -21.8 %
4. quarter 2015   4. quarter 2013

Gross Margin Industry Ranking
Within: No.
Financial Sector # 4
Overall # 6


Other Gross Margins
Compare Industry's gross margin to Okta's or S&P Gross profits within Investment Services Industry
Highest Ranking Gross Margins Lowest Ranking Gross Margins
Profitability for Okta's Suppliers Definiton of Gross Margin

Investment Services Industry EBITDA Margin Statistics

 
EBITDA Margin Statistics
High Average Low
68.32 % 38.55 % 9.82 %
4. quarter 2013   3. quarter 2014

EBITDA Margin Industry Ranking
Within: No.
Financial Sector # 7
Overall # 10

EBITDA Margin Comment
Investment Services Industry Ebitda grew by 18.15 % in 4 Q 2020 sequntially, while Revenue increased by 20.35 %, this led to improvement in Investment Services Industry's Ebitda Margin to 48.38 %, above Investment Services Industry average Ebitda Margin.

On the trailing twelve months basis Ebitda Margin in 4 Q 2020 grew to 39.72 %.

Within Financial sector 6 other industries have achieved higher ebitda margin. Ebitda margin total ranking has deteriorated compare to previous quarter from to 10.

Other EBITDA Margins
Compare Industry's EBITDA margin to Okta's or S&P Gross profits within Investment Services Industry
Highest Ranking EBITDA Margins Lowest Ranking EBITDA Margins
Profitability for Industry's Suppliers Industry Net Cash Flow Margin


Investment Services Industry Operating Margin Statistics

 
Operating Margin Comment
Investment Services Industry Operating Profit grew by 54.07 % in 4 Q 2020 sequntially, while Revenue increased by 20.35 %, this led to improvement in Investment Services Industry's Operating Margin to 41.16 %, above Investment Services Industry average Operating Margin.

On the trailing twelve months basis operating margin in 4 Q 2020 grew to 26.96 %.

Within Financial sector 3 other industries have achieved higher operating margin. Operating margin total ranking has deteriorated compare to previous quarter from to 6.



Operating Margin Statistics
High Average Low
52 % 17.84 % -56.88 %
4. quarter 2016   4. quarter 2018

Operating Margin Industry Ranking
Within: No.
Financial Sector # 4
Overall # 6

Investment Services Industry Pre-Tax Margin Statistics

 


Pre-Tax Margin Statistics
High Average Low
39.7 % 28.04 % 1.87 %
4. quarter 2013   1. quarter 2020

Pre-Tax Margin Comment
Investment Services Industry Pre-Tax Income grew by 16.64 % in 4 Q 2020 sequntially, while Revenue increased by 20.35 %, this led to improvement in Investment Services Industry's Pre-Tax Margin to 37.2 %, above Investment Services Industry average Pre-Tax Margin.

On the trailing twelve months basis Pre-Tax Margin in 4 Q 2020 grew to 27.42 %.

Within Financial sector 4 other industries have achieved higher Pre-Tax Margin. Pre-Tax Margin total ranking has deteriorated compare to previous quarter from to 7.
Pre-Tax Margin Industry Ranking
Within: No.
Financial Sector # 5
Overall # 7

Pre-Tax Margins
Compare Industry's pre-tax margin to Okta's or S&P Net profits within Investment Services Industry
Highest Ranking Net Margins Lowest Ranking Net Margins
Profitability for Okta's Competitors Industry Tax Rate


Investment Services Industry Net Margin Statistics

 





Net Margin Comment
Investment Services Industry's Revenue increased sequentially by 20.35 % faster than Net Profit increase of 6.26 %, this led to contraction in Net Margin to 28.33 %, higher than Industry average.

On the trailing twelve months basis Net margin in 4 Q 2020 grew to 21.65 %.

Within Financial sector 4 other industries have achieved higher Net margin. Net margin total ranking has deteriorated compare to previous quarter from to 9.

Net Margin Statistics
High Average Low
32.83 % 20.94 % -3.76 %
4. quarter 2013   3. quarter 2015
Net Margin Industry Ranking
Within: No.
Financial Sector # 5
Overall # 9

Other Net Margins
Compare Industry's net margin to Okta's or S&P Net profits within Investment Services Industry
Highest Ranking Net Margins Lowest Ranking Net Margins
Profitability for Okta's Suppliers Definiton of Net Margin



       
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