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Investment Services Industry

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First published by:
Juan Carlos
on Tue, Dec 9 2008
Last revision by:
Juan Carlos
on Thu, Dec 18 2008
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Investment Services Industry This page is locked to prevent further edits

Investment Services Industry

SectorFinancial

Last Updated

  • December 14th, 2008

Current opinion: 

  • Bearish short and medium term

Bullish Arguments: 

  • Currently None

Bearish Arguments:

  • (Dec.14.08) Major Investment Services companies are facing tough quarter. This resonates with comments from Money Center Banks.

Current Analysis: 

  • Currently None

Current Relevant Articles: 

  • Currently None

Sector view:

Top Companies in the Investment Services Industry (by market cap as of 12.12.08):

Companies Market Cap P/E TTM 5 Year EPS
Growth Rate
3 Year Rev.
Growth Rate
ROE
5 Year Average
UBS AG (USA) 35.4B -- -- +40.92% +11.84%
The Bank of New York Mellon Corporation 29.8B 14.5x +12.65% +44.99% +13.07%
Goldman Sachs Group, Inc. 26.8B 4.1x +43.78% +43.39% +25.16%
Credit Suisse Group AG (ADR) 26.5B -- -- +33.47% +14.05%
Merrill Lynch & Co., Inc. 20.3B -- -- +24.32% +7.12%
The Charles Schwab Corporation 19.3B 15.8x +53.27% +13.50% +15.65%
State Street Corporation 16.1B 8.5x +2.17% +42.88% +14.36%
Morgan Stanley 14.7B 125.0x -2.62% +29.44% +15.40%
Nomura Holdings, Inc. (ADR) 14.3B -- -- +12.27% +6.50%
BlackRock, Inc. 14.2B 15.2x +29.86% +88.33% +9.59%
CME Group Inc. 14.1B 13.6x +36.69% +34.51% +16.50%
Franklin Resources, Inc. 13.8B 8.9x +27.92% +11.86% +20.94%
T. Rowe Price Group, Inc. 8.1B 13.1x +25.86% +20.37% +23.25%
TD Ameritrade Holding Corp. 7.7B 9.7x +39.62% +34.53% +29.89%
NYSE Euronext 7.3B 9.8x +53.56% +43.56% --
IntercontinentalExchange, Inc. 5.5B 17.4x +55.70% +74.32% --
NASDAQ OMX Group, Inc. 4.9B 12.6x +39.39% +65.20% +22.38%
Invesco Ltd. 4.5B 7.5x +18.63% +10.29% +6.84%
Ameriprise Financial, Inc. 4.4B 8.1x +4.96% +8.23% --
Legg Mason, Inc. 2.8B -- +1.02% +43.42% +9.07%

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