Owner Scorecard


← The groupings

A grouping · a comparative table

Capital Markets & Asset Management

185 companies across the library’s three pools, one row each. The columns are the line items this kind of business is read on; each header names its basis, and the margins and returns are medians over each company’s readable record — the through-cycle level, never one year’s print. Rows open largest first by latest-year revenue, and every column sorts both ways — the re-ordering is the reader’s own act, and a sorted view keeps its order in the address bar. The company stays in view as the columns scroll. A dash is a figure that could not be read; n/a is one that does not apply to that member; both sit at the back of a sorted column.

As a group: median revenue $789M; median operating margin 12.6%; median net income $81M; median return on tangible equity 12.9%; median tangible equity $536M. Medians of this table’s own columns, over the members each applies to · data as of July 9, 2026.

Pick two to four to weigh side by side. Compare these →
latest fiscal year, USD median over the record latest fiscal year, USD median over the record equity − goodwill − intangibles · latest FY, USD
BLSH Bullish Capital Markets & Asset Management $244.8B0.0%($765M)3.4%$3.1B
SNEX StoneX Group Capital Markets & Asset Management $132.4B0.3%$306M16.1%$1.6B
AXP American Express Company Capital Markets & Asset Management $72.2Bn/a$10.8B35.4%$28.5B
MS Morgan Stanley Capital Markets & Asset Management $70.6Bn/a$16.9B12.7%$88.9B
GLXY Galaxy Digital Inc. Capital Markets & Asset Management $60.4B0.5%($241M)13.7%$1.9B
GS Goldman Sachs Group Inc. (The) Capital Markets & Asset Management $58.3Bn/a$17.2B10.4%$118.2B
APO Apollo Global Management Capital Markets & Asset Management $32.0B12.6%$3.5B27.7%$17.4B
APOS Apollo Global Management, Inc. Capital Markets & Asset Management $32.0B12.6%$3.5B27.7%$17.4B
BLK BlackRock Inc. Capital Markets & Asset Management $24.2B35.1%$5.6B98.9%($7.4B)
SCHW Charles Schwab Corporation (The) Capital Markets & Asset Management $23.9Bn/a$8.9B18.2%$30.2B
KKR KKR & Co. Inc. Capital Markets & Asset Management $19.5B53.1%$2.4B14.6%$30.8B
KKRS KKR & Co. Inc. Capital Markets & Asset Management $19.5B53.1%$2.4B14.6%$30.8B
SYF Synchrony Financial Capital Markets & Asset Management $19.0Bn/a$3.6B$14.1B
AMP Ameriprise Financial Inc. Capital Markets & Asset Management $18.9B19.9%$3.6B61.8%$4.8B
LPLA LPL Financial Holdings Inc. Capital Markets & Asset Management $17.0B10.7%$863M868.2%($631M)
RJF Raymond James Financial Inc. Capital Markets & Asset Management $15.9Bn/a$2.1B18.2%$10.7B
BX Blackstone Inc. Capital Markets & Asset Management $14.5B46.0%$3.0B40.7%$6.6B
ETOR eToro Group Ltd. Class A Capital Markets & Asset Management $13.8B2.1%$216M1.3%$16.1B
NMR Nomura Holdings Inc ADR Capital Markets & Asset Management $13.3Bn/a$2.3B7.1%$21.8B
ICE Intercontinental Exchange Inc. Capital Markets & Asset Management $12.6B37.6%$3.3B28.7%($17.1B)
NU Nu Holdings Ltd. Capital Markets & Asset Management $11.5Bn/a$2.0B-6.3%$6.9B
GOLD Gold.com Inc. Capital Markets & Asset Management $11.0B1.3%$17M35.0%$284M
JEF Jefferies Financial Group Capital Markets & Asset Management $10.8B29.2%$631M7.8%$8.5B
BEN Franklin Resources Inc. Capital Markets & Asset Management $8.8B21.4%$525M30.9%$1.7B
NDAQ Nasdaq Inc. Capital Markets & Asset Management $8.3B24.3%$1.8B($8.7B)
TROW T. Rowe Price Group Inc. Capital Markets & Asset Management $7.3B40.5%$2.1B28.8%$7.9B
COIN Coinbase Global Inc. Capital Markets & Asset Management $7.2B20.0%$1.3B13.7%$9.2B
CME CME Group Inc. Capital Markets & Asset Management $6.5B60.5%$4.1B20.6%$15.6B
IVZ Invesco Capital Markets & Asset Management $6.4B15.0%($726M)109.2%($173M)
SF Stifel Financial Capital Markets & Asset Management $6.3Bn/a$684M17.2%$4.4B
SFB Stifel Financial Corp Capital Markets & Asset Management $6.3Bn/a$684M17.2%$4.4B
IBKR Interactive Brokers Group Inc. Capital Markets & Asset Management $6.2B24.0%$984M13.3%$5.3B
ARES Ares Management Capital Markets & Asset Management $5.6B13.0%$527M25.3%$23M
CG Carlyle Group Capital Markets & Asset Management $4.8B21.8%$809M13.1%$6.5B
CGABL Carlyle Group Inc. Capital Markets & Asset Management $4.8B21.8%$809M13.1%$6.5B
CBOE Cboe Global Markets Inc. Capital Markets & Asset Management $4.7B21.6%$1.1B112.7%$691M
HOOD Robinhood Markets Inc. Capital Markets & Asset Management $4.5B-28.6%$1.9B-8.4%$8.6B
BAM Brookfield Asset Mgmt Capital Markets & Asset Management $3.9B50.3%$2.4B71.3%$8.4B
EVR Evercore Capital Markets & Asset Management $3.9B20.3%$592M32.8%$1.8B
VIRT Virtu Financial Capital Markets & Asset Management $3.6B13.4%$468M1797.7%($1.3B)
SOFI SoFi Technologies Capital Markets & Asset Management $3.6Bn/a$481M-8.6%$8.9B
KLAR Klarna Group plc Capital Markets & Asset Management $3.5Bn/a($273M)-11.1%$1.4B
LAZ Lazard Capital Markets & Asset Management $3.2B18.1%$237M82.5%$478M
JHG Janus Henderson Group plc Capital Markets & Asset Management $3.1B24.7%$816M77.8%$960M
CNCK Coincheck Group N.V. Capital Markets & Asset Management $2.9B-0.5%$154K-5.7%$46M
OWL Blue Owl Capital Capital Markets & Asset Management $2.9B14.3%$79M($6.3B)
QFIN Qfin Holdings Inc. Capital Markets & Asset Management $2.8Bn/a$881M25.9%$3.5B
HLI Houlihan Lokey Capital Markets & Asset Management $2.6B20.2%$426M49.3%$947M
MORN Morningstar Inc. Capital Markets & Asset Management $2.4B16.1%$374M94.7%($768M)
BGC BGC Group Inc. Capital Markets & Asset Management $2.4B9.6%$155M38.6%($104M)
TPG TPG Inc. Capital Markets & Asset Management $2.4B3.6%$185M3.5%$3.0B
TPGXL TPG Inc. Capital Markets & Asset Management $2.4B3.6%$185M3.5%$3.0B
BKKT Bakkt Inc. Capital Markets & Asset Management $2.3Bn/a($107M)-1302.0%$43M
SEIC SEI Investments Company Capital Markets & Asset Management $2.3B26.5%$715M29.0%$1.7B
FRHC Freedom Holding Corp. Capital Markets & Asset Management $2.2Bn/a$153M17.9%$1.4B
CHYM Chime Financial Inc. Capital Markets & Asset Management $2.2B-18.4%($1.0B)-75.0%$1.3B
AMG Affiliated Managers Group Inc. Capital Markets & Asset Management $2.1B38.5%$717M($932M)
MGR Affiliated Managers Group, Inc. Capital Markets & Asset Management $2.1B38.5%$717M($932M)
MGRB Affiliated Managers Group, Inc. Capital Markets & Asset Management $2.1B38.5%$717M($932M)
MGRD Affiliated Managers Group, Inc. Capital Markets & Asset Management $2.1B38.5%$717M($932M)
MGRE Affiliated Managers Group, Inc. Capital Markets & Asset Management $2.1B38.5%$717M($932M)
TW Tradeweb Markets Inc. Capital Markets & Asset Management $2.1B33.3%$813M34.9%$2.2B
MRX Marex Group plc Capital Markets & Asset Management $2.0B51.5%$294M27.3%$831M
STEP StepStone Group Capital Markets & Asset Management $2.0B24.1%($536M)26.4%($1.2B)
GDOT Green DOT Corp Capital Markets & Asset Management $2.0Bn/a($99M)12.9%$516M
LX LexinFintech Holdings Ltd. Capital Markets & Asset Management $1.9B10.5%$247M33.1%$1.1B
PIPR Piper Sandler Capital Markets & Asset Management $1.9B9.9%$281M15.3%$952M
FHI Federated Hermes Capital Markets & Asset Management $1.8B28.2%$403M2111.5%$13M
PJT PJT Partners Capital Markets & Asset Management $1.7B14.9%$180M151.8%$109M
OPY Oppenheimer Holdings Inc. Capital Markets & Asset Management $1.6Bn/a$148M9.2%$805M
MIAX Miami International Holdings Inc. Capital Markets & Asset Management $1.4B-0.2%($70M)-10.8%$648M
DLB Dolby Laboratories Capital Markets & Asset Management $1.3Bn/a$255M12.7%$1.7B
FUTU Futu Holdings Limited Capital Markets & Asset Management $1.3B81.3%$1.4B16.0%$5.1B
VCTR Victory Capital Holdings Capital Markets & Asset Management $1.3B36.6%$330M($307M)
PGY Pagaya Technologies Ltd. Capital Markets & Asset Management $1.3B-1.3%$81M-51.4%$449M
LU Lufax Holding Ltd Capital Markets & Asset Management $1.2Bn/a($571M)17.5%$10.6B
APAM Artisan Partners Capital Markets & Asset Management $1.2B34.6%$290M73.7%$439M
XYF X Financial Capital Markets & Asset Management $1.1B28.1%$216M19.3%$1.2B
UPST Upstart Capital Markets & Asset Management $1.0Bn/a$54M-8.2%$723M
JFIN Jiayin Group Inc. Capital Markets & Asset Management $918M24.3%$226M54.5%$654M
VRTS Virtus Investment Partners Inc. Capital Markets & Asset Management $853M20.1%$138M99.7%$210M
MKTX MarketAxess Capital Markets & Asset Management $846M48.2%$247M31.0%$751M
YRD Yiren Digital Ltd. Capital Markets & Asset Management $843Mn/a$8M19.8%$1.4B
IDCC InterDigital Inc. Capital Markets & Asset Management $834Mn/a$407M30.6%$723M
RILY BRC Group Holdings Inc. Capital Markets & Asset Management $789M9.6%$307M126.4%($683M)
RILYG BRC Group Holdings, Inc. Capital Markets & Asset Management $789M9.6%$307M126.4%($683M)
RILYL BRC Group Holdings Inc. Capital Markets & Asset Management $789M9.6%$307M126.4%($683M)
RILYN BRC Group Holdings, Inc. Capital Markets & Asset Management $789M9.6%$307M126.4%($683M)
RILYP BRC Group Holdings Inc. Capital Markets & Asset Management $789M9.6%$307M126.4%($683M)
RILYT BRC Group Holdings, Inc. Capital Markets & Asset Management $789M9.6%$307M126.4%($683M)
RILYZ BRC Group Holdings, Inc. Capital Markets & Asset Management $789M9.6%$307M126.4%($683M)
CLSK CleanSpark Inc. Capital Markets & Asset Management $766M-151.0%$364M-17.6%$2.0B
HLNE Hamilton Lane Capital Markets & Asset Management $759M31.1%$249M29.2%$904M
PWP Perella Weinberg Partners Capital Markets & Asset Management $751M-7.6%$35M-15.8%($213M)
RIOT Riot Platforms Inc. Common Stock Capital Markets & Asset Management $647M-128.7%($663M)-24.5%$2.7B
BULL Webull Corporation Capital Markets & Asset Management $571M$24M2.6%$931M
BULLW Webull Corporation Capital Markets & Asset Management $571M$24M2.6%$931M
APPS Digital Turbine Inc. Capital Markets & Asset Management $565M3.3%($38M)165.0%($248M)
AAMI Acadian Asset Management Inc. Capital Markets & Asset Management $564M24.8%$80M128.6%($38M)
GCMG GCM Grosvenor Inc. Capital Markets & Asset Management $558M18.0%$45M($2M)
CNS Cohen & Steers Capital Markets & Asset Management $556M38.1%$153M43.5%$543M
DAVE Dave Inc. Capital Markets & Asset Management $554M-4.2%$196M-64.7%$339M
TIGR UP FINTECH HOLDING LIMITED Capital Markets & Asset Management $539M25.0%$171M6.8%$863M
CAN Canaan Inc. Capital Markets & Asset Management $530M-56.7%($210M)-49.7%$437M
IREN IREN Limited Capital Markets & Asset Management $501M-14.5%$87M-2.6%$1.8B
WT WisdomTree Inc. Capital Markets & Asset Management $494M29.0%$109M20.7%($564M)
FUFU BitFuFu Inc. Capital Markets & Asset Management $478M5.7%($31M)48.1%$158M
FUFUW BitFuFu Inc. Capital Markets & Asset Management $478M5.7%($31M)48.1%$158M
MSTR Strategy Inc Common Stock Class A Capital Markets & Asset Management $477M-23.2%($3.8B)3.0%$44.1B
STRC Strategy Inc Capital Markets & Asset Management $477M-23.2%($3.8B)3.0%$44.1B
STRD Strategy Inc Capital Markets & Asset Management $477M-23.2%($3.8B)3.0%$44.1B
STRF Strategy Inc Capital Markets & Asset Management $477M-23.2%($3.8B)3.0%$44.1B
STRK Strategy Inc Capital Markets & Asset Management $477M-23.2%($3.8B)3.0%$44.1B
RHLD Resolute Holdings Management, Inc. Capital Markets & Asset Management $462M($6M)-90.8%$7M
NOAH Noah Holdings Limited Capital Markets & Asset Management $385M27.9%$82M11.3%$1.4B
PAX Patria Investments Limited Class A Capital Markets & Asset Management $374M44.0%$72M99.2%($220M)
WLTH Wealthfront Corporation Capital Markets & Asset Management $365M37.2%($42M)630.5%$615M
BTDR Bitdeer Technologies Group Capital Markets & Asset Management $357M-18.2%($320M)-19.0%$158M
WD Walker & Dunlop Capital Markets & Asset Management $320M105.9%$56M28.4%$724M
CORZ Core Scientific Inc. Capital Markets & Asset Management $319M-27.8%($289M)1.7%($965M)
CORZW Core Scientific Inc. Tranche 1 Capital Markets & Asset Management $319M-27.8%($289M)1.7%($965M)
CORZZ Core Scientific Inc. Tranche 2 Capital Markets & Asset Management $319M-27.8%($289M)1.7%($965M)
HIVE HIVE Digital Technologies Ltd. Capital Markets & Asset Management $298M1.8%($148M)-0.7%$529M
RPC Ridgepost Capital Inc. Capital Markets & Asset Management $297M21.9%$20M($263M)
ACTG Acacia Research Corporation Capital Markets & Asset Management $285Mn/a$22M4.6%$470M
SII Sprott Inc. Capital Markets & Asset Management $285M29.5%$67M32.5%$165M
JSM Navient Corp Capital Markets & Asset Management $271M882.2%($80M)23.1%$2.0B
ALTI AlTi Global Inc. Capital Markets & Asset Management $255M-21.8%($120M)($222M)
ABX Abacus Global Management Inc. Capital Markets & Asset Management $235M36.3%$37M7.0%$99M
ABXL Abacus Global Management, Inc. Capital Markets & Asset Management $235M36.3%$37M7.0%$99M
HUT Hut 8 Corp. Capital Markets & Asset Management $235M-83.6%($226M)-17.4%$1.2B
KEEL Keel Infrastructure Corp. Capital Markets & Asset Management $229Mn/a($285M)-17.1%$560M
CIFR Cipher Digital Inc. Capital Markets & Asset Management $224M-188.2%($822M)-9.0%$728M
VEL Velocity Financial Inc. Capital Markets & Asset Management $186Mn/a$105M$666M
ABTC American Bitcoin Corp. Capital Markets & Asset Management $185Mn/a($153M)-152.4%$510M
GEMI Gemini Space Station Inc. Capital Markets & Asset Management $180M-192.5%($583M)-145.3%$401M
WULF TeraWulf Inc. Capital Markets & Asset Management $168M-42.5%($661M)-18.2%$85M
MAAS Maase Inc. Capital Markets & Asset Management $115M-88.5%($68M)-17.3%$77M
BTBT Bit Digital Inc. Capital Markets & Asset Management $114M-80.9%($80M)-10.4%$691M
CRCL Circle Internet Group Inc. Capital Markets & Asset Management $110M1102.0%($70M)157.5%$2.7B
DEFT Defi Technologies Inc. Capital Markets & Asset Management $99M$62M54.7%$114M
DBRG DigitalBridge Group Inc. Capital Markets & Asset Management $94M-23.2%$142M-6.8%$1.6B
ANTA Antalpha Platform Holding Company Capital Markets & Asset Management $80M6.7%$24M17.2%$98M
WYFI WhiteFiber Inc. Capital Markets & Asset Management $79M($25M)-2.2%$449M
BGIN Bgin Blockchain Limited Capital Markets & Asset Management $67M27.0%($177M)-146.6%$54M
GPGI GPGI Inc. Capital Markets & Asset Management $60M30.4%($136M)-55.9%$243M
GREEL Greenidge Generation Holdings Inc. Capital Markets & Asset Management $59M-19.2%$5M-14.5%($53M)
MARA MARA Holdings Inc. Capital Markets & Asset Management $59M-357.7%($1.3B)-37.8%$3.5B
ARBK Argo Blockchain plc Capital Markets & Asset Management $47M-39.0%($55M)-931.6%($29M)
BGDE Big Digital Energy Inc. Capital Markets & Asset Management $40Mn/a($24M)-137.6%($3M)
MATH Metalpha Technology Holding Limited Capital Markets & Asset Management $37M-27.3%$16M-15.7%($379M)
VALU Value Line Inc. Capital Markets & Asset Management $35M17.5%$21M26.3%$100M
DGXX Digi Power X Inc. Capital Markets & Asset Management $34M($28M)-41.2%$122M
SLNHP Soluna Holdings, Inc. Capital Markets & Asset Management $30M-113.3%($53M)-54.8%$45M
SBET Sharplink Inc. Capital Markets & Asset Management $28M-409.3%($735M)-30.4%$2.4B
JFU 9F Inc. Capital Markets & Asset Management $20M-36.4%$25M-4.9%$543M
FWDI Forward Industries Inc. Capital Markets & Asset Management $18M-5.7%($167M)-40.5%$1.5B
SORA AsiaStrategy Capital Markets & Asset Management $11M1.3%$12M26.7%$22M
LDI loanDepot Inc. Capital Markets & Asset Management $10Mn/a($63M)$386M
WTF Waton Financial Limited Capital Markets & Asset Management $7M29.3%($12M)21.8%$13M
BMNP Bitmine Immersion Technologies, Inc. Capital Markets & Asset Management $6M-374.0%$349M-39.4%$8.7B
BMNR BitMine Immersion Technologies Inc. Capital Markets & Asset Management $6M-374.0%$349M-39.4%$8.7B
HTT High Templar Tech Limited Capital Markets & Asset Management $6M23.5%$105M6.1%$1.7B
GSIW Garden Stage Limited Capital Markets & Asset Management $5M($4M)-57.4%$7M
TRON Tron Inc. Capital Markets & Asset Management $5Mn/a($17M)-49.8%$208M
TOP TOP Financial Group Limited Capital Markets & Asset Management $5M($1M)-10.3%$34M
SAIH SAIHEAT Limited Capital Markets & Asset Management $5M-108.8%($9M)-41.0%$7M
GRAN Grande Group Limited Capital Markets & Asset Management $4M43.8%$2M110.0%$2M
ASST Strive Inc. Capital Markets & Asset Management $4M-620.7%($22M)-62.0%($5M)
SATA Strive, Inc. Capital Markets & Asset Management $4M-620.7%($22M)-62.0%($5M)
AVX Avax One Technology Ltd. Capital Markets & Asset Management $2M-37998.5%($33M)-17.9%$185M
CD Chaince Digital Holdings Inc. Capital Markets & Asset Management $2Mn/a($5M)-15.3%$44M
ZSQR Z Squared Inc. Capital Markets & Asset Management $1M($12M)-572.2%$13M
PLUT Plutus Financial Group Limited Capital Markets & Asset Management $1M-74.2%($5M)-10.1%$11M
AURE Aurelion Inc. Capital Markets & Asset Management $143Kn/a($10M)4.2%$2M
AXG Solowin Holdings Class A Ordinary Share Capital Markets & Asset Management $30K2.3%($9M)-48.9%$26M
BMHL Bluemount Holdings Limited Capital Markets & Asset Management $7K25.2%$1K26.2%$5K
CANG Cango Inc. Capital Markets & Asset Management as filed: CN¥804M22.2%as filed: CN¥300M6.0%as filed: CN¥3.9B
NCTY The9 Limited American Depository Shares Capital Markets & Asset Management as filed: CN¥108Mn/aas filed: (CN¥409M)-53.7%as filed: CN¥191M
SLMT Brera Holdings PLC Capital Markets & Asset Management as filed: €3M-220.4%as filed: €4M377.6%as filed: (€16M)
STKE Sol Strategies Inc. Capital Markets & Asset Management as filed: C$5Mas filed: (C$50M)-10.7%as filed: C$43M
UROY Uranium Royalty Corp. Capital Markets & Asset Management as filed: C$16M-27.3%as filed: (C$6M)-2.3%as filed: C$295M
VINP Vinci Compass Investments Ltd. Class A Capital Markets & Asset Management as filed: R$118Mas filed: R$118M35.9%as filed: R$329M
XP XP Inc. Capital Markets & Asset Management as filed: R$7.4Bn/aas filed: R$4.5B21.8%as filed: R$19.5B

Every figure is recomputed from the company’s own SEC or EDINET filings, the same way as on its page; the columns name facts, weigh nothing, and form no rank. Foreign filers are stated in US dollars at the dated reference rate (as of 2026-07-17) so each money column sorts on one basis; their own pages keep the records as filed. A foreign filer whose conversion terms are missing shows its money as filed and sorts to the back of the column — never a guessed conversion. Ratios and margins are currency-free.