BX vs. IBKR: Blackstone vs. Interactive Brokers Stock Comparison
How do Blackstone (BX) 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
Blackstone (BX) and Interactive Brokers (IBKR) both belong to the Capital Markets industry, though BX is classified under Asset Management & Custody Banks while IBKR falls under Investment Banking & Brokerage.
| Profile Item | BX | IBKR |
|---|---|---|
| Name | Blackstone 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 | 148.61 billion USD | 129.19 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | Nasdaq |
| Listing Date | June 22, 2007 | May 4, 2007 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | BX | IBKR |
|---|---|---|
| Total Return (1Y) | -11.29% | 11.53% |
| Total Return (3Y, Annualized) | 12.22% | 57.15% |
| Total Return (5Y, Annualized) | 0.26% | 34.54% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | BX | IBKR |
|---|---|---|
| Volatility (1Y, Annualized) | 38.63% | 40.72% |
| Beta (5Y) | 1.50 | 1.37 |
| Max Drawdown (5Y) | -49.29% | -38.66% |
| Avg. Volume (3M) | 4.75M | 4.24M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | BX | IBKR |
|---|---|---|
| Sharpe Ratio (1Y) | -0.40 | 0.18 |
| Sortino Ratio (1Y) | -0.57 | 0.26 |
Profitability
ROE (TTM)
Both Blackstone (BX) at 32.38% and Interactive Brokers (IBKR) at 23.67% sit in the top peer quartile for ROE, suggesting each generates more profit from shareholders’ equity than typical industry peers.
BX
Financial Services industry group
32.38%
- Max
- 44.78%
- BX
- 32.38%
- Q3
- 21.85%
- Median
- 12.91%
- 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%
Net Margin (TTM)
Both Blackstone (BX) at 22.99% 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.
BX
Financial Services industry group
22.99%
- Max
- 62.84%
- Q3
- 28.05%
- BX
- 22.99%
- 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%
Operating Margin (TTM)
Interactive Brokers (IBKR) at 77.70% operates in the top operating margin quartile, ahead of Blackstone (BX) at 48.86%, which runs around its industry’s norm.
BX
Financial Services industry group
48.86%
- Max
- 107.33%
- Q3
- 55.90%
- BX
- 48.86%
- 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%
Profitability Metrics
| Metric | BX | IBKR |
|---|---|---|
| ROE (TTM) | 32.38% | 23.67% |
| ROA (TTM) | 14.27% | 2.28% |
| Net Margin (TTM) | 22.99% | 16.68% |
| Operating Margin (TTM) | 48.86% | 77.70% |
| Gross Margin (TTM) | -- | -- |
Growth
Revenue Growth
Both Blackstone (BX) at 13.54% 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.
EPS Growth
Both Blackstone (BX) at 6.91% 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.
Growth Metrics
| Metric | BX | IBKR |
|---|---|---|
| Revenue Growth (YoY) | 13.54% | 9.73% |
| Revenue Growth (3Y CAGR) | 20.27% | 34.60% |
| EPS Growth (YoY) | 6.91% | 28.14% |
| EPS Growth (3Y CAGR) | 17.92% | 33.29% |
Financial Strength
Current Ratio (MRQ)
current ratio doesn’t apply on either side: Blackstone (BX) 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: Blackstone (BX) 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
| Metric | BX | IBKR |
|---|---|---|
| Current Ratio (MRQ) | -- | -- |
| Debt / Equity (MRQ) | -- | -- |
| Net Debt / EBITDA | -- | -- |
Dividends
Dividend Yield (TTM)
Blackstone (BX) at 4.22% delivers top-quartile income for its industry, while Interactive Brokers (IBKR) at 0.46% pays a more typical yield — both are credible income propositions, BX the richer one.
BX
Financial Services industry group
4.22%
- Max
- 9.77%
- BX
- 4.22%
- Q3
- 3.92%
- 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%
Dividend Payout Ratio (TTM)
Blackstone (BX) reports payout ratio above 100% at 111.19%, meaning dividends exceeded current-period earnings and sustainability needs extra context. Meanwhile Interactive Brokers (IBKR) reports 12.79%, ranking against industry peers normally.
BX
Financial Services industry group
111.19%
- Max
- 241.07%
- BX
- 111.19%
- Q3
- 97.36%
- 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%
Dividend Metrics
| Metric | BX | IBKR |
|---|---|---|
| Dividend Yield (TTM) | 4.22% | 0.46% |
| Dividend Payout Ratio (TTM) | 111.19% | 12.79% |
Valuation
P/E Ratio (TTM)
Both Blackstone (BX) at 26.61 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.
BX
Financial Services industry group
26.61
- Max
- 45.85
- BX
- 26.61
- 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
P/S Ratio (TTM)
Investors are paying well above the peer range per dollar of sales for both Blackstone (BX) at 9.61 and Interactive Brokers (IBKR) at 18.30 — each P/S ratio clears its industry’s benchmark range.
BX
Financial Services industry group
9.61
- BX
- 9.61
- Max
- 9.23
- 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
P/B Ratio (MRQ)
Both look rich against book: Interactive Brokers (IBKR) at 5.53 sits in the upper P/B ratio quartile, and Blackstone (BX) at 10.81 prices even higher, above its industry range.
BX
Financial Services industry group
10.81
- BX
- 10.81
- Max
- 7.79
- Q3
- 3.63
- 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
Valuation Metrics
| Metric | BX | IBKR |
|---|---|---|
| P/E Ratio (TTM) | 26.61 | 28.94 |
| P/S Ratio (TTM) | 9.61 | 18.30 |
| P/B Ratio (MRQ) | 10.81 | 5.53 |
| Free Cash Flow Yield (TTM) | -- | -- |