Investment Banking & Brokerage Companies By Enterprise Value

Current Valuation
Current ValuationEfficiencyMarket RiskExp Return
1SCHW Charles Schwab Corp
153.77 B
 0.23 
 1.66 
 0.38 
2MS Morgan Stanley
77.86 B
 0.22 
 2.11 
 0.46 
3LPLA LPL Financial Holdings
27.58 B
 0.27 
 2.19 
 0.60 
4RJF Raymond James Financial
23.94 B
 0.28 
 1.91 
 0.54 
5IBKR Interactive Brokers Group
17.31 B
 0.35 
 2.02 
 0.70 
6SNEX Stonex Group
13.27 B
 0.21 
 1.80 
 0.37 
7HLI Houlihan Lokey
12.83 B
 0.18 
 1.87 
 0.33 
8EVR Evercore Partners
12.39 B
 0.15 
 2.72 
 0.41 
9FUTU Futu Holdings
10.71 B
 0.12 
 5.51 
 0.64 
10SF Stifel Financial
10.57 B
 0.23 
 2.12 
 0.48 
11VIRT Virtu Financial
9.03 B
 0.18 
 1.68 
 0.30 
12LAZ Lazard
6.06 B
 0.11 
 2.59 
 0.28 
13XP Xp Inc
5.98 B
(0.14)
 2.24 
(0.30)
14FRHC Freedom Holding Corp
5.55 B
 0.23 
 1.80 
 0.42 
15BGC BGC Group
5.49 B
 0.04 
 2.27 
 0.10 
16MC Moelis Co
5.36 B
 0.07 
 2.89 
 0.20 
17PIPR Piper Sandler Companies
4.98 B
 0.14 
 2.87 
 0.39 
18PJT PJT Partners
4.06 B
 0.18 
 2.53 
 0.45 
19RILY B Riley Financial
2.24 B
(0.01)
 6.42 
(0.06)
20OPY Oppenheimer Holdings
1.38 B
 0.13 
 2.10 
 0.28 
The analysis above is based on a 90-day investment horizon and a default level of risk. Use the Portfolio Analyzer to fine-tune all your assumptions. Check your current assumptions here.
Enterprise Value is a firm valuation proxy that approximates the current market value of a company. It is typically used to determine the takeover or merger price of a firm. Unlike Market Cap, this measure takes into account the entire liquid asset, outstanding debt, and exotic equity instruments that the company has on its balance sheet. When a takeover occurs, the parent company will have to assume the target company's liabilities but will take possession of all cash and cash equivalents. Enterprise Value can be a useful tool to compare companies with different capital structures. Long term liability and current cash or cash equivalents can have a huge impact on market valuation of a given company.