EQH vs. IBKR: Equitable vs. Interactive Brokers Stock Comparison
How do Equitable (EQH) 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
Equitable (EQH) and Interactive Brokers (IBKR) both fall under the Financial Services industry group, but EQH is classified in Financial Services while IBKR is classified in Capital Markets.
| Profile Item | EQH | IBKR |
|---|---|---|
| Name | Equitable Holdings 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 | Financial Services | Capital Markets |
| GICS Sub-Industry | Diversified Financial Services | Investment Banking & Brokerage |
| Market Capitalization | 14.04 billion USD | 129.19 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | Nasdaq |
| Listing Date | May 10, 2018 | May 4, 2007 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | EQH | IBKR |
|---|---|---|
| Total Return (1Y) | 26.35% | 11.53% |
| Total Return (3Y, Annualized) | 32.07% | 57.15% |
| Total Return (5Y, Annualized) | 12.88% | 34.54% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | EQH | IBKR |
|---|---|---|
| Volatility (1Y, Annualized) | 33.44% | 40.72% |
| Beta (5Y) | 1.04 | 1.37 |
| Max Drawdown (5Y) | -35.85% | -38.66% |
| Avg. Volume (3M) | 2.71M | 4.24M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | EQH | IBKR |
|---|---|---|
| Sharpe Ratio (1Y) | 0.66 | 0.18 |
| Sortino Ratio (1Y) | 0.94 | 0.26 |
Profitability
ROE (TTM)
Both companies show strong equity returns, but Equitable (EQH) at 171.08% is the standout with ROE above its industry range; Interactive Brokers (IBKR) at 23.67% also sits in the top quartile.
EQH
Financial Services industry group
171.08%
- EQH
- 171.08%
- Max
- 44.78%
- 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 Equitable (EQH) at 11.52% 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.
EQH
Financial Services industry group
11.52%
- Max
- 62.84%
- Q3
- 28.05%
- Median
- 15.36%
- EQH
- 11.52%
- 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 Equitable (EQH) at 37.18%, which runs around its industry’s norm.
EQH
Financial Services industry group
37.18%
- Max
- 107.33%
- Q3
- 55.90%
- EQH
- 37.18%
- 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 | EQH | IBKR |
|---|---|---|
| ROE (TTM) | 171.08% | 23.67% |
| ROA (TTM) | 0.45% | 2.28% |
| Net Margin (TTM) | 11.52% | 16.68% |
| Operating Margin (TTM) | 37.18% | 77.70% |
| Gross Margin (TTM) | -- | -- |
Growth
Revenue Growth
Interactive Brokers (IBKR) at 9.73% is around its peer norm for revenue growth, while Equitable (EQH) at -6.12% drops into the bottom quartile, signaling weaker demand or pricing momentum.
EPS Growth
Interactive Brokers (IBKR) at 28.14% is around its peer norm for EPS growth, while Equitable (EQH) at -227.78% falls below its industry range, a notably weak earnings reading.
Growth Metrics
| Metric | EQH | IBKR |
|---|---|---|
| Revenue Growth (YoY) | -6.12% | 9.73% |
| Revenue Growth (3Y CAGR) | -2.65% | 34.60% |
| EPS Growth (YoY) | -227.78% | 28.14% |
| EPS Growth (3Y CAGR) | -- | 33.29% |
Financial Strength
Current Ratio (MRQ)
current ratio doesn’t apply on either side: Equitable (EQH) 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: Equitable (EQH) 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 | EQH | IBKR |
|---|---|---|
| Current Ratio (MRQ) | -- | -- |
| Debt / Equity (MRQ) | -- | -- |
| Net Debt / EBITDA | -- | -- |
Dividends
Dividend Yield (TTM)
Both Equitable (EQH) at 0.51% and Interactive Brokers (IBKR) at 0.46% pay solid, industry-typical yields, sitting squarely within their peers’ usual range.
EQH
Financial Services industry group
0.51%
- Max
- 9.77%
- Q3
- 3.92%
- Median
- 1.09%
- EQH
- 0.51%
- 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)
Both Equitable (EQH) at 22.49% 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.
EQH
Financial Services industry group
22.49%
- Max
- 241.07%
- Q3
- 97.36%
- Median
- 25.77%
- EQH
- 22.49%
- 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 | EQH | IBKR |
|---|---|---|
| Dividend Yield (TTM) | 0.51% | 0.46% |
| Dividend Payout Ratio (TTM) | 22.49% | 12.79% |
Valuation
P/E Ratio (TTM)
Equitable (EQH) at 10.39 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.
EQH
Financial Services industry group
10.39
- Max
- 45.85
- Q3
- 24.64
- Median
- 15.37
- EQH
- 10.39
- 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)
Equitable (EQH) at 1.08 sits in the cheaper P/S ratio quartile while Interactive Brokers (IBKR) at 18.30 prices above its industry range — a wide gap in sales valuation between them.
EQH
Financial Services industry group
1.08
- Max
- 9.23
- Q3
- 4.57
- Median
- 2.72
- Q1
- 1.28
- EQH
- 1.08
- 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)
Equitable (EQH) reports a negative P/B ratio of -4.92, meaning negative book equity — the multiple itself is not meaningful for valuation. Meanwhile Interactive Brokers (IBKR) reports 5.53, ranking against industry peers normally.
EQH
Financial Services industry group
-4.92
- Max
- 7.79
- Q3
- 3.63
- Median
- 1.57
- Q1
- 0.81
- Min
- -0.39
- EQH
- -4.92
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 | EQH | IBKR |
|---|---|---|
| P/E Ratio (TTM) | 10.39 | 28.94 |
| P/S Ratio (TTM) | 1.08 | 18.30 |
| P/B Ratio (MRQ) | -4.92 | 5.53 |
| Free Cash Flow Yield (TTM) | -- | -- |