FDS vs. IBKR: FactSet Research Systems vs. Interactive Brokers Stock Comparison

Company Profile

FactSet Research Systems (FDS) and Interactive Brokers (IBKR) both belong to the Capital Markets industry, though FDS is classified under Financial Exchanges & Data while IBKR falls under Investment Banking & Brokerage.

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 FactSet Research Systems (FDS) is defensive at 0.69 and tends to be less market-sensitive — they sit on opposite ends of the beta spectrum.

Risk-Adjusted Performance

Risk-Return Positioning

Risk-Adjusted Metrics

Profitability

Both FactSet Research Systems (FDS) at 25.48% 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.

Both FactSet Research Systems (FDS) at 21.54% 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 FactSet Research Systems (FDS) at 22.22%, which runs around its industry’s norm.

Profitability Metrics

Growth

Both FactSet Research Systems (FDS) at 6.65% 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.

Both FactSet Research Systems (FDS) at -6.30% 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

Financial Strength

current ratio doesn’t apply on either side: FactSet Research Systems (FDS) 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: FactSet Research Systems (FDS) 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

Both FactSet Research Systems (FDS) at 1.33% and Interactive Brokers (IBKR) at 0.46% pay solid, industry-typical yields, sitting squarely within their peers’ usual range.

Both FactSet Research Systems (FDS) at 31.02% 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.

Dividend Metrics

Valuation

FactSet Research Systems (FDS) at 22.50 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.

Both look expensive on sales: FactSet Research Systems (FDS) at 4.67 sits in the upper P/S ratio quartile, and Interactive Brokers (IBKR) at 18.30 prices even higher, above its industry range.

Both FactSet Research Systems (FDS) at 5.77 and Interactive Brokers (IBKR) at 5.53 carry a premium to book value versus peers, sitting in the upper P/B ratio quartile of their industries.

Valuation Metrics