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BRK.B vs. IBKR: A Head-to-Head Stock Comparison

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Here’s a clear look at BRK.B and IBKR, comparing key factors like historical performance, profitability, financial strength, growth, dividend, and valuation.

Company Profile

SymbolBRK.BIBKR
Company NameBerkshire Hathaway Inc.Interactive Brokers Group, Inc.
CountryUnited StatesUnited States
GICS SectorFinancialsFinancials
GICS IndustryFinancial ServicesCapital Markets
Market Capitalization1,029.25 billion USD107.92 billion USD
ExchangeNYSENasdaqGS
Listing DateMay 9, 1996May 4, 2007
Security TypeCommon StockCommon Stock

Historical Performance

This chart compares the performance of BRK.B and IBKR by tracking the growth of an initial $10,000 investment in each. Use the tabs to select the desired time period. Data is adjusted for dividends and splits.

BRK.B vs. IBKR: Growth of a $10,000 investment over the past one year.

Historical Performance at a Glance

SymbolBRK.BIBKR
5-Day Price Return2.21%-1.18%
13-Week Price Return-7.33%28.76%
26-Week Price Return0.09%11.27%
52-Week Price Return10.68%115.37%
Month-to-Date Return-0.61%-3.16%
Year-to-Date Return5.08%43.74%
10-Day Avg. Volume0.00M4.49M
3-Month Avg. Volume0.00M6.25M
3-Month Volatility13.33%34.10%
Beta0.481.23

Profitability

Return on Equity (TTM)

BRK.B

9.68%

Financial Services Industry

Max
40.58%
Q3
20.06%
Median
10.67%
Q1
4.19%
Min
-10.31%

BRK.B’s Return on Equity of 9.68% is on par with the norm for the Financial Services industry, indicating its profitability relative to shareholder equity is typical for the sector.

IBKR

18.88%

Capital Markets Industry

Max
38.97%
Q3
21.61%
Median
13.77%
Q1
8.31%
Min
-4.25%

IBKR’s Return on Equity of 18.88% is on par with the norm for the Capital Markets industry, indicating its profitability relative to shareholder equity is typical for the sector.

BRK.B vs. IBKR: A comparison of their Return on Equity (TTM) against their respective Financial Services and Capital Markets industry benchmarks.

Net Profit Margin (TTM)

BRK.B

17.00%

Financial Services Industry

Max
52.86%
Q3
25.58%
Median
12.23%
Q1
6.64%
Min
-9.92%

BRK.B’s Net Profit Margin of 17.00% is aligned with the median group of its peers in the Financial Services industry. This indicates its ability to convert revenue into profit is typical for the sector.

IBKR

8.57%

Capital Markets Industry

Max
66.67%
Q3
35.11%
Median
23.49%
Q1
13.63%
Min
-15.18%

Falling into the lower quartile for the Capital Markets industry, IBKR’s Net Profit Margin of 8.57% indicates weaker profitability. This means the company retains a smaller portion of each dollar in sales as profit compared to its competitors.

BRK.B vs. IBKR: A comparison of their Net Profit Margin (TTM) against their respective Financial Services and Capital Markets industry benchmarks.

Operating Profit Margin (TTM)

BRK.B

13.29%

Financial Services Industry

Max
77.28%
Q3
37.68%
Median
18.17%
Q1
9.27%
Min
-8.19%

BRK.B’s Operating Profit Margin of 13.29% is around the midpoint for the Financial Services industry, indicating that its efficiency in managing core business operations is typical for the sector.

IBKR

42.00%

Capital Markets Industry

Max
86.40%
Q3
46.46%
Median
32.80%
Q1
18.32%
Min
-21.87%

IBKR’s Operating Profit Margin of 42.00% is around the midpoint for the Capital Markets industry, indicating that its efficiency in managing core business operations is typical for the sector.

BRK.B vs. IBKR: A comparison of their Operating Profit Margin (TTM) against their respective Financial Services and Capital Markets industry benchmarks.

Profitability at a Glance

SymbolBRK.BIBKR
Return on Equity (TTM)9.68%18.88%
Return on Assets (TTM)5.44%0.53%
Net Profit Margin (TTM)17.00%8.57%
Operating Profit Margin (TTM)13.29%42.00%
Gross Profit Margin (TTM)16.97%53.08%

Financial Strength

Current Ratio (MRQ)

BRK.B

1.95

Financial Services Industry

Max
4.58
Q3
2.59
Median
1.33
Q1
0.69
Min
0.01

For the Financial Services industry, the Current Ratio is often not the most suitable measure of short-term liquidity.

IBKR

0.96

Capital Markets Industry

Max
3.76
Q3
1.89
Median
1.01
Q1
0.54
Min
-0.41

For the Capital Markets industry, the Current Ratio is often not the most suitable measure of short-term liquidity.

BRK.B vs. IBKR: A comparison of their Current Ratio (MRQ) against their respective Financial Services and Capital Markets industry benchmarks.

Debt-to-Equity Ratio (MRQ)

BRK.B

0.19

Financial Services Industry

Max
4.96
Q3
2.10
Median
0.57
Q1
0.12
Min
0.00

The Debt-to-Equity Ratio is often not the primary focus for assessing leverage in the Financial Services industry.

IBKR

4.40

Capital Markets Industry

Max
6.62
Q3
2.84
Median
1.02
Q1
0.32
Min
0.00

The Debt-to-Equity Ratio is often not the primary focus for assessing leverage in the Capital Markets industry.

BRK.B vs. IBKR: A comparison of their Debt-to-Equity Ratio (MRQ) against their respective Financial Services and Capital Markets industry benchmarks.

Interest Coverage Ratio (TTM)

BRK.B

0.57

Financial Services Industry

Max
136.23
Q3
56.08
Median
6.55
Q1
2.01
Min
-33.27

The Interest Coverage Ratio is often not a primary indicator of debt servicing capacity in the Financial Services industry.

IBKR

--

Capital Markets Industry

Max
126.03
Q3
60.98
Median
11.77
Q1
4.95
Min
-36.26

The Interest Coverage Ratio is often not a primary indicator of debt servicing capacity in the Capital Markets industry.

BRK.B vs. IBKR: A comparison of their Interest Coverage Ratio (TTM) against their respective Financial Services and Capital Markets industry benchmarks.

Financial Strength at a Glance

SymbolBRK.BIBKR
Current Ratio (MRQ)1.950.96
Quick Ratio (MRQ)1.680.96
Debt-to-Equity Ratio (MRQ)0.194.40
Interest Coverage Ratio (TTM)0.57--

Growth

Revenue Growth

BRK.B vs. IBKR: A side-by-side comparison of their Revenue Growth for the MRQ (YoY), TTM (YoY), 3-Year CAGR, and 5-Year CAGR periods.

EPS Growth

BRK.B vs. IBKR: A side-by-side comparison of their EPS Growth for the MRQ (YoY), TTM (YoY), 3-Year CAGR, and 5-Year CAGR periods.

Dividend

Dividend Yield (TTM)

BRK.B

0.00%

Financial Services Industry

Max
8.18%
Q3
3.60%
Median
1.56%
Q1
0.00%
Min
0.00%

BRK.B currently does not pay a dividend, resulting in a yield of 0%. This is a common strategy for growth-focused companies that prioritize reinvesting earnings, though it may be less typical in mature, income-oriented sectors.

IBKR

0.11%

Capital Markets Industry

Max
10.26%
Q3
4.86%
Median
2.78%
Q1
1.22%
Min
0.00%

IBKR’s Dividend Yield of 0.11% is in the lower quartile for the Capital Markets industry. This suggests the company’s strategy likely favors retaining earnings for growth over providing a high dividend income.

BRK.B vs. IBKR: A comparison of their Dividend Yield (TTM) against their respective Financial Services and Capital Markets industry benchmarks.

Dividend Payout Ratio (TTM)

BRK.B

0.00%

Financial Services Industry

Max
155.56%
Q3
63.71%
Median
18.08%
Q1
0.00%
Min
0.00%

BRK.B has a Dividend Payout Ratio of 0%, indicating it does not currently pay a dividend. This is a common strategy for growth-oriented companies that reinvest all profits back into the business.

IBKR

13.84%

Capital Markets Industry

Max
200.72%
Q3
101.92%
Median
57.97%
Q1
32.36%
Min
0.00%

IBKR’s Dividend Payout Ratio of 13.84% is in the lower quartile for the Capital Markets industry. This suggests a conservative dividend policy, with a strategic focus on reinvesting profits for future growth.

BRK.B vs. IBKR: A comparison of their Dividend Payout Ratio (TTM) against their respective Financial Services and Capital Markets industry benchmarks.

Dividend at a Glance

SymbolBRK.BIBKR
Dividend Yield (TTM)0.00%0.11%
Dividend Payout Ratio (TTM)0.00%13.84%

Valuation

Price-to-Earnings Ratio (TTM)

BRK.B

16.37

Financial Services Industry

Max
63.23
Q3
32.10
Median
14.41
Q1
10.81
Min
0.37

BRK.B’s P/E Ratio of 16.37 is within the middle range for the Financial Services industry. This suggests its valuation is in line with the sector average, representing neither a significant premium nor a discount compared to its peers.

IBKR

126.97

Capital Markets Industry

Max
58.89
Q3
31.00
Median
18.54
Q1
12.09
Min
5.24

At 126.97, IBKR’s P/E Ratio is exceptionally high, exceeding the typical maximum for the Capital Markets industry. This suggests the stock may be significantly overvalued compared to its peers and implies high market expectations that could be difficult to meet.

BRK.B vs. IBKR: A comparison of their Price-to-Earnings Ratio (TTM) against their respective Financial Services and Capital Markets industry benchmarks.

Price-to-Sales Ratio (TTM)

BRK.B

2.78

Financial Services Industry

Max
11.16
Q3
5.45
Median
2.61
Q1
1.25
Min
0.04

The P/S Ratio is often not a primary valuation tool in the Financial Services industry.

IBKR

10.88

Capital Markets Industry

Max
14.49
Q3
7.41
Median
4.68
Q1
2.25
Min
0.04

IBKR’s P/S Ratio of 10.88 is in the upper echelon for the Capital Markets industry. This means the company is valued richly on its revenue stream compared to its peers, suggesting the stock is priced for a high level of future performance.

BRK.B vs. IBKR: A comparison of their Price-to-Sales Ratio (TTM) against their respective Financial Services and Capital Markets industry benchmarks.

Price-to-Book Ratio (MRQ)

BRK.B

1.57

Financial Services Industry

Max
7.09
Q3
3.79
Median
1.46
Q1
0.83
Min
0.04

BRK.B’s P/B Ratio of 1.57 is within the conventional range for the Financial Services industry. This shows a balanced market view, where the stock’s price is neither at a significant premium nor a discount to the book value of its peers.

IBKR

19.41

Capital Markets Industry

Max
9.48
Q3
4.94
Median
2.42
Q1
1.21
Min
0.38

At 19.41, IBKR’s P/B Ratio is at an extreme premium to the Capital Markets industry. This signifies that the market’s valuation is heavily reliant on future potential rather than its current net asset value, which can be a high-risk proposition.

BRK.B vs. IBKR: A comparison of their Price-to-Book Ratio (MRQ) against their respective Financial Services and Capital Markets industry benchmarks.

Valuation at a Glance

SymbolBRK.BIBKR
Price-to-Earnings Ratio (TTM)16.37126.97
Price-to-Sales Ratio (TTM)2.7810.88
Price-to-Book Ratio (MRQ)1.5719.41
Price-to-Free Cash Flow Ratio (TTM)86.957.05