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Public Comps and Valuation Multiples
for Wealth Solutions

Benchmark revenue and EBITDA valuation multiples for public comps like Charles Schwab, Robinhood, AMP, Coinbase and Chime.

Wealth Solutions

See analyst estimates and all valuation multiples for Wealth Solutions
Company EV EV/LTM Revenue EV/LTM EBITDA
$214B 9.0x 15.7x
$105B 23.2x 41.3x
$63.5B 10.7x 29.5x
$56.5B 7.6x 19.1x
$24.7B 4.1x 5.2x
$22.7B 8.0x 13.2x
$21.6B 24.6x 89.7x
$8.9B 4.1x 75.8x
$7.4B 2.2x 6.7x
$7.3B 12.6x n/a
$3.3B 6.0x 24.5x
$2.5B 3.3x 7.1x
$2.4B 2.6x 8.9x
$1.8B 2.1x 5.8x
$1.8B n/a n/a
$1.3B 3.2x 10.8x
$1.2B 2.1x 4.8x
$1.0B 3.0x 10.5x
$742M 4.2x 20.4x
$722M 1.4x 4.3x
$717M 4.0x 17.0x
$655M 0.5x n/a
$570M 5.4x -22.0x
$485M 8.6x 3045.3x
$299M 4.6x 23.5x
$262M 20.5x 125.0x
$258M 5.6x n/a
$225M 3.1x 11.2x
$223M 0.8x 6.1x
$213M 3.9x 15.2x
$124M n/a n/a
$16.0M n/a n/a
$5.0M n/a n/a
-$72.8M -0.1x -0.2x

Valuation multiples as of last 12 months (LTM). Financial data powered by Morningstar, Inc.

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