BRK.A vs. IBKR: Berkshire Hathaway vs. Interactive Brokers Stock Comparison

Company Profile

Berkshire Hathaway (BRK.A) and Interactive Brokers (IBKR) both fall under the Financial Services industry group, but BRK.A is classified in Financial Services while IBKR is classified in Capital Markets.

Price Performance

Cumulative Growth

Trailing Returns

Calendar-Year Returns

Performance Metrics

Risk Profile

Drawdown History

Return Distribution

Risk Metrics

Interactive Brokers (IBKR) has an aggressive beta of 1.37, indicating higher sensitivity to broad-market moves, while Berkshire Hathaway (BRK.A) is defensive at 0.56 and tends to be less market-sensitive — they sit on opposite ends of the beta spectrum.

Interactive Brokers (IBKR) trades around 4.24M shares per day on average, while Berkshire Hathaway (BRK.A) sees only 206 — a volume gap that can matter for position sizing, exit liquidity, and order execution.

Risk-Adjusted Performance

Risk-Return Positioning

Risk-Adjusted Metrics

Profitability

Interactive Brokers (IBKR) at 23.67% sits in the top ROE quartile, while Berkshire Hathaway (BRK.A) at 12.12% is closer to the peer norm — stronger capital efficiency for IBKR.

Both Berkshire Hathaway (BRK.A) at 22.30% 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.

Interactive Brokers (IBKR) at 77.70% operates in the top operating margin quartile, ahead of Berkshire Hathaway (BRK.A) at 32.56%, which runs around its industry’s norm.

Profitability Metrics

Growth

Interactive Brokers (IBKR) at 9.73% is around its peer norm for revenue growth, while Berkshire Hathaway (BRK.A) at -3.23% drops into the bottom quartile, signaling weaker demand or pricing momentum.

Interactive Brokers (IBKR) at 28.14% is around its peer norm for EPS growth, while Berkshire Hathaway (BRK.A) at -24.78% drops into the bottom quartile, signaling weaker earnings momentum.

Growth Metrics

Financial Strength

current ratio doesn’t apply on either side: Berkshire Hathaway (BRK.A) 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-to-equity ratio is set aside for both: Berkshire Hathaway (BRK.A) 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

Dividends

Berkshire Hathaway (BRK.A) pays no dividend (yield 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile Interactive Brokers (IBKR) reports a yield of 0.46%, ranking against industry peers normally.

Berkshire Hathaway (BRK.A) pays no dividend (payout 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile Interactive Brokers (IBKR) reports a payout of 12.79%, ranking against industry peers normally.

Dividend Metrics

Valuation

Berkshire Hathaway (BRK.A) at 14.36 is near its industry’s usual P/E ratio, while Interactive Brokers (IBKR) at 28.94 sits in the richer quartile — IBKR needs stronger growth or earnings quality to justify the premium.

Berkshire Hathaway (BRK.A) at 3.18 prices around its industry’s typical P/S ratio, while Interactive Brokers (IBKR) at 18.30 clears its benchmark range — IBKR looks notably rich on sales.

Berkshire Hathaway (BRK.A) at 1.72 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.

Valuation Metrics