Capital Markets Financial Models

Market turbulence can increase trading fees even as falling asset prices reduce other revenue. A quiet issuance market can also weaken ratings income without reducing demand for data subscriptions. Capital markets forecasts need separate assumptions for each source of market activity.

SCHW_Financial_Model.xlsx
Metric
2026
2027
Revenue
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--
EBITDA
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Charles Schwab logo

Charles Schwab

The Charles Schwab Corporation (SCHW) is a leading American financial services firm providing wealth management, securities brokerage, banking, asset management, custody, and financial advisory services.

RJF_Financial_Model.xlsx
Metric
2026
2027
Revenue
--
--
EBITDA
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Raymond James Financial logo

Raymond James Financial

Raymond James Financial is a diversified financial services company providing wealth management, investment banking, asset management, and commercial banking services.

SPGI_Financial_Model.xlsx
Metric
2026
2027
Revenue
--
--
EBITDA
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S&P Global logo

S&P Global

S&P Global is a leading provider of credit ratings, benchmarks, analytics, and workflow solutions in the global capital, commodity, and automotive markets.

ICE_Financial_Model.xlsx
Metric
2026
2027
Revenue
--
--
EBITDA
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Intercontinental Exchange logo

Intercontinental Exchange

Intercontinental Exchange (ICE) is a leading global provider of market infrastructure, data services, and technology solutions to a broad range of customers including financial institutions, corporations, and government entities.

NDAQ_Financial_Model.xlsx
Metric
2026
2027
Revenue
--
--
EBITDA
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Nasdaq logo

Nasdaq

Nasdaq is a global technology company serving corporate clients, investment managers, banks, brokers, and exchange operators.

MCO_Financial_Model.xlsx
Metric
2026
2027
Revenue
--
--
EBITDA
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Moody's logo

Moody's

Moody's Corporation is a global integrated risk assessment firm that provides credit ratings, research, data, and analytical tools to financial markets.

CME_Financial_Model.xlsx
Metric
2026
2027
Revenue
--
--
EBITDA
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CME Group logo

CME Group

CME Group operates the world's leading derivatives marketplace, enabling clients to trade futures, options, cash, and over-the-counter products through an electronic trading platform and central clearing house.

CBOE_Financial_Model.xlsx
Metric
2026
2027
Revenue
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--
EBITDA
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Cboe Global Markets logo

Cboe Global Markets

Cboe Global Markets is a leading provider of market infrastructure and tradable products, operating derivatives and securities exchange networks globally.

COIN_Financial_Model.xlsx
Metric
2026
2027
Revenue
--
--
EBITDA
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Coinbase logo

Coinbase

Coinbase operates a financial technology platform providing end-to-end financial infrastructure for the cryptoeconomy, allowing retail users, institutions, and ecosystem partners to trade, stake, store, and transfer crypto assets.

MSCI_Financial_Model.xlsx
Metric
2026
2027
Revenue
--
--
EBITDA
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MSCI logo

MSCI

MSCI is a leading global provider of critical decision support tools and services for the investment community, offering indexes, portfolio construction and risk management tools, and sustainability data.

FDS_Financial_Model.xlsx
Metric
2026
2027
Revenue
--
--
EBITDA
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FactSet logo

FactSet

FactSet provides financial data, analytics, and open technology platforms to global investment professionals, including asset managers, wealth managers, and investment banks.

HOOD_Financial_Model.xlsx
Metric
2026
2027
Revenue
--
--
EBITDA
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Robinhood Markets logo

Robinhood Markets

Robinhood Markets operates a financial services platform that pioneered commission-free stock, options, and cryptocurrency trading for retail investors, generating revenue from order flow, net interest, and subscriptions.

IBKR_Financial_Model.xlsx
Metric
2026
2027
Revenue
--
--
EBITDA
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Interactive Brokers logo

Interactive Brokers

Interactive Brokers Group, Inc.

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