Wright Investors Service Holdings Inc's Competitiveness
A competitive positioning analysis and financial ratio benchmarking of Wright Investors Service Holdings Inc (IWSH) against its publicly traded competitors: sales growth, net income, profitability, valuation and market share, plus each peer's market capitalization, revenue, income and employees. Free below: the top 5 peers. Subscriber access adds the full competitor list and CSV downloads.
Key Findings: Wright Investors Service Holdings Inc vs Its Competitors
- Scale: Wright Investors Service Holdings Inc ranks #87 of 90 companies by market capitalization in the Investment Services industry, holding 0.0% of industry market cap.
Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).
API endpoints for this dataset
Wright Investors Service Holdings Inc's Competitor Quality Breadth
Group definitions: see Methodology: Performance Group Definitions.
| Entity | Profitable | Expanding | Above Industry Growth | Distressed |
|---|---|---|---|---|
| Wright Investors Service Holdings Inc | - | - | - | Yes |
| Competitors combined (78) | ||||
| Similar-Size Competitors (6) |
Source: CSIMarket API, trailing 12 months. Altman Z-Score is not shown here: it is not populated in the underlying data for any company. Percentages are of companies in each group that report the relevant metric, not of the full group size.
IWSH Stock Performance relative to its Competitors
IWSH Stock Performance relative to Similar-Size Competitors
5 Best-Performing Tracked Competitors, Trailing 12 Months
| # | Competitor | TTM Share Price Return | vs U.S.A. 500 |
|---|---|---|---|
| 1 | Wisdomtree Inc | 282.9% | Outperformed |
| 2 | The Bank Of New York Mellon Corporation | 282.9% | Outperformed |
| 3 | Franklin Resources Inc | 282.9% | Outperformed |
| 4 | Voya Financial Inc | 282.9% | Outperformed |
| 5 | First Internet Bancorp | 282.9% | Outperformed |
TTM share price return and U.S.A. 500 outperformance for Wright Investors Service Holdings Inc's best-performing competitors requires a Commercial License.
Source: CSIMarket API, trailing 12 months.
Publicly Traded Peers of Wright Investors Service Holdings Inc
Revenue and income for trailing 12 months, in millions of $, except employees| Company | Market Cap | Revenues |
|---|---|---|
 Wright Investors Service Holdings Inc |
2.04 | - |
 Jpmorgan Chase and Co |
928,827.77 | 190,733.00 |
 Bank Of America Corporation |
368,476.64 | 122,968.00 |
 Morgan Stanley |
298,557.90 | 59,960.00 |
 The Goldman Sachs Group Inc |
275,976.22 | 42,162.00 |
 Wells Fargo and Company |
262,581.58 | 85,055.00 |
| SUBTOTAL | 3,546,183.29 | 1,223,793.86 |
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Sources: see Methodology: Peer & Competitor Identification, Sourcing.
Updated on:
Focus of this report: publicly traded companies. Ten additional tables on Wright Investors Service Holdings Inc versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.
Wright Investors Service Holdings Inc's Competitors Named by the Company
Competitive relationships identified from Wright Investors Service Holdings Inc reports and corroborating sources, each with a basis and confidence.| Competitor | Basis | Confidence |
|---|---|---|
| Diamond Hill Investment Group Inc | Company report | 85% |
Company report basis, confidence, active dates and source counts for Wright Investors Service Holdings Inc's named competitors require a Commercial License.
Methodology: see Methodology: Peer & Competitor Identification, Sourcing.
Wright Investors Service Holdings Inc's Business Segment Mix vs Peers
Revenue by operating segment or division, as named and reported by each company. Segment names are the filer's own and are not standardized across companies. Do not assume a same-named or similarly-named segment is defined identically between two companies. Shares are of each company's own total revenue and are not required to sum to 100% (intersegment revenue, unallocated items).| Company | Largest Segment |
|---|---|
| Citigroup inc | Markets 29.42 % |
| Apollo Global Management Inc | Retirement Services 91.20 % |
| American International Group Inc | North America Operating 34.61 % |
| Prudential Financial Inc | Total Reconciling Items 6.62 % |
| The Hartford Insurance Group Inc | P&C Business Insurance 58.99 % |
Source: operating segment revenue as reported in each company's reports (10-K/10-Q), via the CSIMarket API, leaf-level reportable segments only (parent roll-up segments are excluded where sub-segments are separately disclosed).
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Wright Investors Service Holdings Inc's Productivity vs Peers Comparison
Revenue and income per employee, trailing 12 months, in $; market cap in millions of $| Company | Market Cap | Revenue / Employee | Income / Employee |
|---|---|---|---|
| Wright Investors Service Holdings Inc | 2 | - | -514,000 |
| Jpmorgan Chase and Co | 928,828 | 598,825 | 204,714 |
| Bank Of America Corporation | 368,477 | 577,315 | 150,793 |
| Morgan Stanley | 298,558 | 722,410 | 248,482 |
| The Goldman Sachs Group Inc | 275,976 | 889,494 | 467,700 |
| Wells Fargo and Company | 262,582 | 355,879 | 96,699 |
| PEERS TOTAL | 3,546,181 | 738,188 | 168,646 |
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Wright Investors Service Holdings Inc's Geographic Revenue Exposure vs Peers
Revenue by country/region as reported in each company's most recent report. Disclosure granularity varies by filer (some report by country, others by broad region) and is shown as disclosed.| Company | Largest Market |
|---|---|
| Blackrock Inc | Americas 63.73 % |
| Franklin Resources Inc | United States 72.53 % |
| Stifel Financial Corp | Americas 57.23 % |
| Up Fintech Holding Limited | NZ 35.88 % |
| Stonex Group Inc | Middle East and Asia 90.47 % |
Source: revenue geography as reported in each company's reports (10-K/10-Q), via the CSIMarket API. Percentages are of that company's own total consolidated revenue for its most recent reported period.
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Wright Investors Service Holdings Inc's Position in Industry Market Structure
Market-capitalization share and concentration across all 88 companies in Wright Investors Service Holdings Inc's industry classification, broader than the peer set above. Market cap in millions of $.Wright Investors Service Holdings Inc ranks #87 of 88 companies by market capitalization in its industry, holding 0.00 % of total industry market cap. The industry's Herfindahl-Hirschman Index (HHI) is 588, indicating a unconcentrated market structure (see Methodology: Market Structure & Concentration).
| Rank | Company | Market Cap | Industry Share |
|---|---|---|---|
| 1 | Morgan Stanley | 299,130 | 12.79 % |
| 2 | The Goldman Sachs Group Inc | 279,459 | 11.95 % |
| 3 | Blackrock Inc | 201,349 | 8.61 % |
| 4 | Schwab Charles Corp | 161,692 | 6.91 % |
| 5 | Cme Group Inc | 1,234 | 5.2% |
| 6 | Futu Holdings Ltd | 1,234 | 5.2% |
| 7 | Intercontinental Exchange Inc | 1,234 | 5.2% |
| 8 | Blackstone Inc | 1,234 | 5.2% |
| 9 | Kkr and co inc | 1,234 | 5.2% |
| 10 | Brookfield Asset Management Ltd | 1,234 | 5.2% |
| 87 | Wright Investors Service Holdings Inc | 0 | 0.00 % |
Market cap and industry share for the rest of Wright Investors Service Holdings Inc's industry peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation) across CSIMarket's industry classification, market capitalization as of 2026-11-12.
Wright Investors Service Holdings Inc's Same-Size Peers & Stock Performance
Peers chosen by closeness in market-cap rank within the same industry classification (not the named-competitor list above). Trailing 12-month total return, 3-month price momentum, beta and Sharpe ratio vs the broad U.S. market.| Rank | Company | Market Cap | TTM Return |
|---|---|---|---|
| 82 | Plutus Financial Group Limited | 17 | -69.86 % |
| 83 | Ebang International Holdings Inc | 10 | - |
| 84 | Morgan Group Holding Co | 1 | - |
| 85 | Mentor Capital Inc | 1,234 | 12.3% |
| 86 | Lion Group Holding Ltd | 1,234 | 12.3% |
| 87 | Wright Investors Service Holdings Inc | 0 | -45.06 % |
| 88 | Garden Stage Limited | 1,234 | 12.3% |
Market cap, return, momentum, beta and Sharpe ratio for the rest of Wright Investors Service Holdings Inc's same-size peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation); returns and risk metrics as of 2026-11-13. Beta and Sharpe ratio are versus the broad U.S. equity market, not this industry.
Wright Investors Service Holdings Inc's Valuation vs Competitive Position
Valuation multiples vs the Investment Services industry average (144 companies, excluding loss-making/negative-equity outliers), alongside returns on capital for context on whether a premium or discount lines up with measurably stronger or weaker returns. See the full Investment Services industry valuation benchmarks.| Metric | Company | Industry Average | Difference |
|---|---|---|---|
| P/E | - | 24.0x | - |
| EV / EBITDA | - | 12.6x | - |
| P/B | 3.2x | 3.5x | -0.3x |
| Return on Equity | -86.88 % | industry aggregate | -102.73 % |
| Return on Invested Capital | -38.33 % | 6.10 % (avg) | -44.43 % |
Source: CSIMarket API, trailing 12 months. A valuation premium or discount is not, by itself, a judgment of over- or under-valuation. Compare it against the return and growth context shown elsewhere on this page.
Wright Investors Service Holdings Inc's Multi-Year Financial Trajectory
Fiscal-year revenue growth, operating margin, return on invested capital and P/E, as reported in company reports.| Metric | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|
| Revenue Growth | -100.00 % | - | - | - | - | - | - | - |
| Operating Margin | - | - | - | - | - | - | - | - |
| Return on Invested Capital | -12.60 % | -11.10 % | -118.45 % | -6,198.03 % | -9.87 % | -16.08 % | -20.10 % | -27.39 % |
| P/E | - | - | - | - | - | - | - | - |
Source: CSIMarket API, fiscal-year figures. P/E is this company's own historical ratio at each fiscal year end and can swing sharply around an earnings trough: that is real, not a data error.
Wright Investors Service Holdings Inc's BCG Growth-Share Matrix
See Methodology: BCG Growth-Share Matrix for how relative share and growth are calculated and thresholded.
Wright Investors Service Holdings Inc falls in the Dog quadrant: relative market share of 0.00x vs its largest competitor, in an industry growing revenue 9.1% (median, trailing 12 months).
Source: CSIMarket API (market-cap share and industry revenue growth). The 10% growth and 1.0x share lines are standard textbook thresholds, not derived from this industry's own distribution.
Wright Investors Service Holdings Inc's Competitive Forces (Porter's Five Forces)
Only the forces this data can support honestly are shown; the other three are marked as such rather than guessed.| Force | Assessment | Basis |
|---|---|---|
| Competitive Rivalry | High | Industry HHI of 588 (see Industry Market Structure & Concentration above) |
Note: see Methodology: Porter's Five Forces. Supplier power and buyer power are covered on Wright Investors Service Holdings Inc's dedicated Suppliers and Customers pages, not here.
Wright Investors Service Holdings Inc's Industry Attractiveness & Competitive Strength
See Methodology: GE/McKinsey Matrix for how the two axes are built.
Wright Investors Service Holdings Inc falls in the Medium attractiveness / Low strength cell: Harvest.
Source: CSIMarket API, trailing 12 months. Each axis score is a simple 1(low)/2(medium)/3(high) average across its three inputs -- a transparent, disclosed simplification, not a validated academic scoring model.
Wright Investors Service Holdings Inc's SWOT
Every point below is a fixed rule applied to a metric already shown elsewhere on this page (Market Structure, Profitability, Valuation, Run-Rate, Stock Performance, Quality Breadth) not an independent strategic assessment. A blank quadrant means no rule was met, not that none apply.Strengths
No rule matched.
Weaknesses
- Return on equity 102.7 points below the industry aggregate.
- Underperforming the U.S.A. 500 over the trailing 12 months.
- Low relative market share vs the industry leader (0.00x).
- Piotroski F-Score of 2 or below, the standard financial-distress signal.
Opportunities
No rule matched.
Threats
No rule matched.
Methodology: see Methodology: SWOT Analysis.
Wright Investors Service Holdings Inc's Financial Strength vs Peers Comparison
Quick ratio, working capital, debt to equity and asset turnover, trailing 12 months| Company | Quick Ratio | Working Capital | Debt / Equity |
|---|---|---|---|
| Wright Investors Service Holdings Inc | 0.74 | 19.25 | - |
| Jpmorgan Chase and Co | 0.15 | 0.42 | 1.41 |
| Bank Of America Corporation | 0.10 | 0.52 | 1.27 |
| Morgan Stanley | 0.37 | 1.12 | 3.24 |
| The Goldman Sachs Group Inc | 0.43 | 0.79 | 3.30 |
| Wells Fargo and Company | 0.11 | 0.80 | 1.16 |
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Quick ratio = cash / current liabilities; working capital ratio = current assets / current liabilities; asset turnover = revenue / total assets. Peers in the Blank Checks industry are excluded.
Wright Investors Service Holdings Inc's Revenue and Income Growth vs Peers
Quarterly revenue and net income growth, year over year and quarter over quarter| Company | Period | Revenue Y/Y | Income Y/Y |
|---|---|---|---|
| Wright Investors Service Holdings Inc | Q2 2026 | - | - |
| Jpmorgan Chase and Co | Q3 2026 | +10.2 % | +9.0 % |
| Bank Of America Corporation | Q3 2026 | +3.2 % | -16.8 % |
| Morgan Stanley | Q3 2026 | -46.0 % | +5.5 % |
| The Goldman Sachs Group Inc | Q3 2026 | -68.0 % | +29.2 % |
| Wells Fargo and Company | Q3 2026 | +5.4 % | +6.9 % |
| PEERS TOTAL | +5.1 % | +14.2 % |
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Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.
Wright Investors Service Holdings Inc's Peers' Costs of Sales and Capital Expenditures
Context for revenue growth: peer costs and capex, year over year and quarter over quarter| Company | Period | Costs Y/Y | Capex Y/Y |
|---|---|---|---|
| Wright Investors Service Holdings Inc | Q2 2026 | - | - |
| Jpmorgan Chase and Co | Q3 2026 | -12.8 % | - |
| Bank Of America Corporation | Q3 2026 | - | - |
| Morgan Stanley | Q3 2026 | - | +32.5 % |
| The Goldman Sachs Group Inc | Q3 2026 | +8.6 % | -5.9 % |
| Wells Fargo and Company | Q3 2026 | +31.5 % | - |
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Wright Investors Service Holdings Inc's Returns and Turnover vs Peers
ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover| Company | ROA | ROI | ROE |
|---|---|---|---|
| Wright Investors Service Holdings Inc | - | - | - |
| Jpmorgan Chase and Co | 1.34% | 1.65% | 17.70% |
| Bank Of America Corporation | 0.93% | 1.18% | 10.69% |
| Morgan Stanley | 1.30% | 1.70% | 17.79% |
| The Goldman Sachs Group Inc | 1.08% | 1.63% | 17.90% |
| Wells Fargo and Company | 1.04% | 1.23% | 12.78% |
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ROA = net income / total assets; ROI = net income / investments; ROE = net income / equity; turnover ratios use trailing 12 month revenue (receivables) and cost of sales (inventory).
Wright Investors Service Holdings Inc's Valuation vs Peers
P/E, price to sales, PEG, price to cash flow and price to book| Company | P/E | Price / Sales |
|---|---|---|
| Wright Investors Service Holdings Inc | - | - |
| Jpmorgan Chase and Co | 14.56 | 4.87 |
| Bank Of America Corporation | 12.18 | 3.00 |
| Morgan Stanley | 15.14 | 4.98 |
| The Goldman Sachs Group Inc | 13.22 | 6.55 |
| Wells Fargo and Company | 12.21 | 3.09 |
| PEERS AVERAGE | 12.68 | 2.90 |
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P/E = price / diluted EPS (trailing 12 months); PEG = P/E divided by EPS growth; the average row divides the peers' combined market cap by their combined income, sales, cash flow and equity.