Competitive Market Benchmark Analysis For Financial Services

  • November 2019
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Competitive Market Benchmark Analysis for Financial Services Gray cells are calculated for you. You do not need to enter anything in them.

Line Items Annual revenue Market share Total deposits Market share Total securities Market share Total loans Market share Total assets Market share Earnings per share

Market Ratio Comparisons Gross margin Variance from average Operating ratio Variance from average Return on assets Variance from average Return on equity Variance from average Credit loss Variance from average

Employee Statistics Average number of employees Annual revenue per employee Variance from average Annual compensation per employee Variance from average

$1,625,000 16.44% $1,450,350 9.76% $976,000 8.91% $12,450,980 6.43% $24,567,890 10.95% $1.20

$1,896,000 19.18% $2,456,780 16.53% $1,345,000 12.28% $25,000,000 12.91% $36,759,800 16.38% $1.43

$1,767,000 17.88% $2,100,000 14.13% $1,100,000 10.04% $18,965,000 9.79% $25,760,000 11.48% N/A (Private)

$1,596,000 16.15% $956,000 6.43% $782,000 7.14% $11,456,980 5.92% $18,978,000 8.46% $0.25

$3,000,000 30.35% $7,899,760 53.15% $6,750,760 61.63% $125,768,950 64.95% $118,345,000 52.74%









Average

0.32 0.01 0.24 0.01 0.16 (0.01) 0.22 0.00 0.04 (0.00)

0.25 (0.06) 0.19 (0.04) 0.20 0.03 0.26 0.04 0.03 0.01

0.29 (0.02) 0.23 (0.00) 0.18 0.01 0.21 (0.01) 0.03 0.01

0.38 0.07 0.27 0.04 0.13 (0.04) 0.18 (0.04) 0.06 (0.02)

0.31









Average

15

16

19

22

$108,333 $10,239 $72,000 $250

$118,500 $20,405 $80,000 $8,250

$93,000 ($5,095) $75,000 $3,250

$72,545 ($25,549) $60,000 ($11,750)

0.23 0.17 0.22 0.04

$98,095 $71,750

Market Total $9,884,000 $14,862,890 $10,953,760 $193,641,910 $224,410,690

Market Share Breakdown—Annual Revenue $1,625,000

$1,596,000

$1,767,000

$1,896,000









Head Count 0

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4

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7

8

9

10 11 12 13 14 15 16 17 18 19 20 21 22

Number of Employees

Revenue per Employee $120,000 $110,000 $100,000 $90,000 $80,000 $70,000 $60,000 $50,000 $40,000 $30,000 $20,000 $10,000 $0




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