INDUSTRY
Investment Banking & Brokerage
6 companies with a published analysis, compared on each company’s latest fiscal year as filed with the SEC. Click a column heading to sort; the leader in each higher-is-stronger column is marked in brass.
| Company | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Industry median | $19.0B | 13.7% | — | 33.2% | 35.4% | — | 17.9% | 9.0% | 19.4x | 3.4x | — | 1.2% |
| Morgan StanleyMS · FY2025 | $70.6B | 7.7% | — | 23.9% | — | — | 15.6% | 7.9% | 17.4x | 2.8x | — | 2.2% |
| Goldman SachsGS · FY2025 | $58.3B | 5.5% | — | 29.5% | -81.0% | — | 13.9% | 6.9% | 17.1x | 2.4x | — | 1.6% |
| Charles Schwab CorporationSCHW · FY2025 | $23.9B | 15.4% | — | 37.0% | 36.6% | — | 18.1% | 10.1% | 21.5x | 4.1x | — | 1.1% |
| Raymond James FinancialRJF · FY2025 | $14.1B | 12.0% | — | 15.2% | 16.0% | — | 17.7% | 14.2% | 16.8x | 2.8x | — | 1.2% |
| Interactive BrokersIBKR · FY2025 | $6.2B | 22.8% | — | 70.2% | 253.7% | — | 90.4% | 2.6% | 29.0x | 5.3x | — | 0.5% |
| Robinhood MarketsHOOD · FY2025 | $4.5B | 36.1% | — | 42.1% | 35.4% | — | 22.0% | 24.0% | 55.2x | 11.1x | — | — |
- Fiscal years end on different dates, so each row is that company’s most recent full year, labeled under its name.
- ROIC is not computed for banks, insurers, and other financial companies, whose debt and deposits are part of the business rather than financing.
- P/E, P/B, EV/EBITDA, and dividend yield use the share price at each fiscal year end, not today’s. How every figure is calculated is in How to read this.