BLK vs. IBKR: BlackRock vs. Interactive Brokers Stock Comparison

November 11, 2026

How do BlackRock (BLK) and Interactive Brokers (IBKR) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.

Company Profile

BlackRock (BLK) and Interactive Brokers (IBKR) both belong to the Capital Markets industry, though BLK is classified under Asset Management & Custody Banks while IBKR falls under Investment Banking & Brokerage.

Company profile comparison for BlackRock (BLK) and Interactive Brokers (IBKR)
Profile Item	BLK	IBKR
Name	BlackRock, Inc.	Interactive Brokers Group, Inc. Class A Common Stock
Country/Region	United States	United States
GICS Sector	Financials	Financials
GICS Industry Group	Financial Services	Financial Services
GICS Industry	Capital Markets	Capital Markets
GICS Sub-Industry	Asset Management & Custody Banks	Investment Banking & Brokerage
Market Capitalization	182.05 billion USD	129.19 billion USD
Currency	USD	USD
Exchange	NYSE	Nasdaq
Listing Date	October 1, 1999	May 4, 2007
Security Type	Common Stock	Common Stock

Price Performance

Cumulative Growth

BLK

IBKR

GSPC

BlackRock (BLK) vs. Interactive Brokers (IBKR), with S&P 500 (GSPC) for reference: Growth of a $10,000 investment over the past five years. Adjusted for dividends and splits.

Trailing Returns

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Trailing total returns for BlackRock (BLK) and Interactive Brokers (IBKR). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for BlackRock (BLK) and Interactive Brokers (IBKR). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for BlackRock (BLK) and Interactive Brokers (IBKR)
Metric	BLK	IBKR
Total Return (1Y)	15.55%	11.53%
Total Return (3Y, Annualized)	26.16%	57.15%
Total Return (5Y, Annualized)	7.41%	34.54%

Risk Profile

Drawdown History

BLK

IBKR

GSPC

BlackRock (BLK) vs. Interactive Brokers (IBKR), with S&P 500 (GSPC) for reference: Drawdown from the running peak over the past five years. Each line shows the decline from its prior peak; 0% marks a new high.

Return Distribution

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Distribution of monthly total returns for BlackRock (BLK) and Interactive Brokers (IBKR). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for BlackRock (BLK) and Interactive Brokers (IBKR)
Metric	BLK	IBKR
Volatility (1Y, Annualized)	28.45%	40.72%
Beta (5Y)	1.34	1.37
Max Drawdown (5Y)	-43.90%	-38.66%
Avg. Volume (3M)	600.75K	4.24M

Risk-Adjusted Performance

Risk-Return Positioning

BLK and IBKR are plotted by 1-year volatility (risk) and 1-year return. The dashed Capital Allocation Line runs from the risk-free rate through the shared industry median.

Risk-Adjusted Metrics

Risk-adjusted metrics for BlackRock (BLK) and Interactive Brokers (IBKR)
Metric	BLK	IBKR
Sharpe Ratio (1Y)	0.40	0.18
Sortino Ratio (1Y)	0.58	0.26

Profitability

ROE (TTM)

Interactive Brokers (IBKR) at 23.67% sits in the top ROE quartile, while BlackRock (BLK) at 11.61% is closer to the peer norm — stronger capital efficiency for IBKR.

BLK

Financial Services industry group

11.61%

Max: 44.78%
Q3: 21.85%
Median: 12.91%
BLK: 11.61%
Q1: 4.48%
Min: -18.71%

IBKR

Financial Services industry group

23.67%

Max: 44.78%
IBKR: 23.67%
Q3: 21.85%
Median: 12.91%
Q1: 4.48%
Min: -18.71%

BlackRock (BLK) vs. Interactive Brokers (IBKR): A comparison of their ROE against the Financial Services industry group benchmark.

Net Margin (TTM)

Both BlackRock (BLK) at 24.22% and Interactive Brokers (IBKR) at 16.68% keep about the typical share of revenue as profit for their industries — neither bottom line stands out from peers.

BLK

Financial Services industry group

24.22%

Max: 62.84%
Q3: 28.05%
BLK: 24.22%
Median: 15.36%
Q1: 4.82%
Min: -28.52%

IBKR

Financial Services industry group

16.68%

Max: 62.84%
Q3: 28.05%
IBKR: 16.68%
Median: 15.36%
Q1: 4.82%
Min: -28.52%

BlackRock (BLK) vs. Interactive Brokers (IBKR): A comparison of their net margin against the Financial Services industry group benchmark.

Operating Margin (TTM)

Interactive Brokers (IBKR) at 77.70% operates in the top operating margin quartile, ahead of BlackRock (BLK) at 37.90%, which runs around its industry’s norm.

BLK

Financial Services industry group

37.90%

Max: 107.33%
Q3: 55.90%
BLK: 37.90%
Median: 30.09%
Q1: 14.60%
Min: -44.34%

IBKR

Financial Services industry group

77.70%

Max: 107.33%
IBKR: 77.70%
Q3: 55.90%
Median: 30.09%
Q1: 14.60%
Min: -44.34%

BlackRock (BLK) vs. Interactive Brokers (IBKR): A comparison of their operating margin against the Financial Services industry group benchmark.

Profitability Metrics

Profitability metrics for BlackRock (BLK) and Interactive Brokers (IBKR)
Metric	BLK	IBKR
ROE (TTM)	11.61%	23.67%
ROA (TTM)	3.85%	2.28%
Net Margin (TTM)	24.22%	16.68%
Operating Margin (TTM)	37.90%	77.70%
Gross Margin (TTM)	--	--

Growth

Revenue Growth

Both BlackRock (BLK) at 18.67% and Interactive Brokers (IBKR) at 9.73% land near their industries' usual revenue growth ranges, so top-line momentum looks broadly in line with peers on both sides.

BlackRock (BLK) vs. Interactive Brokers (IBKR): A comparison of their Revenue Growth across different time periods.

EPS Growth

Both BlackRock (BLK) at -15.95% and Interactive Brokers (IBKR) at 28.14% land near their industries' usual EPS growth ranges, so bottom-line momentum looks broadly in line with peers on both sides.

BlackRock (BLK) vs. Interactive Brokers (IBKR): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for BlackRock (BLK) and Interactive Brokers (IBKR)
Metric	BLK	IBKR
Revenue Growth (YoY)	18.67%	9.73%
Revenue Growth (3Y CAGR)	10.65%	34.60%
EPS Growth (YoY)	-15.95%	28.14%
EPS Growth (3Y CAGR)	1.30%	33.29%

Financial Strength

Current Ratio (MRQ)

current ratio doesn’t apply on either side: BlackRock (BLK) in Financial Services and Interactive Brokers (IBKR) in Financial Services both report balance sheets without a current/non-current split, so their short-term liquidity is better judged through regulatory and funding measures.

Debt / Equity (MRQ)

debt-to-equity ratio is set aside for both: BlackRock (BLK) in Financial Services and Interactive Brokers (IBKR) in Financial Services run businesses where balance-sheet leverage is part of the model, so capital-adequacy and funding measures are the better gauges of balance-sheet risk.

Financial Strength Metrics

Financial strength metrics for BlackRock (BLK) and Interactive Brokers (IBKR)
Metric	BLK	IBKR
Current Ratio (MRQ)	--	--
Debt / Equity (MRQ)	--	--
Net Debt / EBITDA	--	--

Dividends

Dividend Yield (TTM)

Both BlackRock (BLK) at 1.91% and Interactive Brokers (IBKR) at 0.46% pay solid, industry-typical yields, sitting squarely within their peers’ usual range.

BLK

Financial Services industry group

1.91%

Max: 9.77%
Q3: 3.92%
BLK: 1.91%
Median: 1.09%
Q1: 0.00%
Min: 0.00%

IBKR

Financial Services industry group

0.46%

Max: 9.77%
Q3: 3.92%
Median: 1.09%
IBKR: 0.46%
Q1: 0.00%
Min: 0.00%

BlackRock (BLK) vs. Interactive Brokers (IBKR): A comparison of their dividend yield against the Financial Services industry group benchmark.

Dividend Payout Ratio (TTM)

Both BlackRock (BLK) at 51.00% and Interactive Brokers (IBKR) at 12.79% keep payout ratio within their industries’ typical mid-ranges — dividend policies that share earnings without consuming too much of them.

BLK

Financial Services industry group

51.00%

Max: 241.07%
Q3: 97.36%
BLK: 51.00%
Median: 25.77%
Q1: 0.00%
Min: 0.00%

IBKR

Financial Services industry group

12.79%

Max: 241.07%
Q3: 97.36%
Median: 25.77%
IBKR: 12.79%
Q1: 0.00%
Min: 0.00%

BlackRock (BLK) vs. Interactive Brokers (IBKR): A comparison of their payout ratio against the Financial Services industry group benchmark.

Dividend Metrics

Dividend metrics for BlackRock (BLK) and Interactive Brokers (IBKR)
Metric	BLK	IBKR
Dividend Yield (TTM)	1.91%	0.46%
Dividend Payout Ratio (TTM)	51.00%	12.79%

Valuation

P/E Ratio (TTM)

Both BlackRock (BLK) at 26.84 and Interactive Brokers (IBKR) at 28.94 sit in the richer earnings-multiple quartile for P/E ratio, so investors are paying more for TTM earnings than they pay for typical peers.

BLK

Financial Services industry group

26.84

Max: 45.85
BLK: 26.84
Q3: 24.64
Median: 15.37
Q1: 9.68
Min: 0.16

IBKR

Financial Services industry group

28.94

Max: 45.85
IBKR: 28.94
Q3: 24.64
Median: 15.37
Q1: 9.68
Min: 0.16

BlackRock (BLK) vs. Interactive Brokers (IBKR): A comparison of their P/E ratio against the Financial Services industry group benchmark.

P/S Ratio (TTM)

Both look expensive on sales: BlackRock (BLK) at 6.38 sits in the upper P/S ratio quartile, and Interactive Brokers (IBKR) at 18.30 prices even higher, above its industry range.

BLK

Financial Services industry group

6.38

Max: 9.23
BLK: 6.38
Q3: 4.57
Median: 2.72
Q1: 1.28
Min: -0.55

IBKR

Financial Services industry group

18.30

IBKR: 18.30
Max: 9.23
Q3: 4.57
Median: 2.72
Q1: 1.28
Min: -0.55

BlackRock (BLK) vs. Interactive Brokers (IBKR): A comparison of their P/S ratio against the Financial Services industry group benchmark.

P/B Ratio (MRQ)

BlackRock (BLK) at 3.14 is valued about in line with its industry on P/B ratio, while Interactive Brokers (IBKR) at 5.53 carries an above-peer premium to book — IBKR is pricier on assets.

BLK

Financial Services industry group

3.14

Max: 7.79
Q3: 3.63
BLK: 3.14
Median: 1.57
Q1: 0.81
Min: -0.39

IBKR

Financial Services industry group

5.53

Max: 7.79
IBKR: 5.53
Q3: 3.63
Median: 1.57
Q1: 0.81
Min: -0.39

BlackRock (BLK) vs. Interactive Brokers (IBKR): A comparison of their P/B ratio against the Financial Services industry group benchmark.

Valuation Metrics

Valuation metrics for BlackRock (BLK) and Interactive Brokers (IBKR)
Metric	BLK	IBKR
P/E Ratio (TTM)	26.84	28.94
P/S Ratio (TTM)	6.38	18.30
P/B Ratio (MRQ)	3.14	5.53
Free Cash Flow Yield (TTM)	--	--