IBKR vs. IVZ: Interactive Brokers vs. Invesco Stock Comparison
How do Interactive Brokers (IBKR) and Invesco (IVZ) 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
Interactive Brokers (IBKR) and Invesco (IVZ) both belong to the Capital Markets industry, though IBKR is classified under Investment Banking & Brokerage while IVZ falls under Asset Management & Custody Banks.
| Profile Item | IBKR | IVZ |
|---|---|---|
| Name | Interactive Brokers Group, Inc. Class A Common Stock | Invesco Ltd. |
| 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 | Investment Banking & Brokerage | Asset Management & Custody Banks |
| Market Capitalization | 129.19 billion USD | 11.90 billion USD |
| Currency | USD | USD |
| Exchange | Nasdaq | NYSE |
| Listing Date | May 4, 2007 | August 25, 1995 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | IBKR | IVZ |
|---|---|---|
| Total Return (1Y) | 11.53% | 27.77% |
| Total Return (3Y, Annualized) | 57.15% | 36.49% |
| Total Return (5Y, Annualized) | 34.54% | 6.57% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | IBKR | IVZ |
|---|---|---|
| Volatility (1Y, Annualized) | 40.72% | 35.98% |
| Beta (5Y) | 1.37 | 1.65 |
| Max Drawdown (5Y) | -38.66% | -48.49% |
| Avg. Volume (3M) | 4.24M | 4.52M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | IBKR | IVZ |
|---|---|---|
| Sharpe Ratio (1Y) | 0.18 | 0.65 |
| Sortino Ratio (1Y) | 0.26 | 0.94 |
Profitability
ROE (TTM)
Invesco (IVZ) reports a negative ROE of -0.58%; negative ROE can reflect losses or negative shareholders’ equity, so it is harder to read as capital efficiency. Meanwhile Interactive Brokers (IBKR) reports 23.67%, ranking against industry peers normally.
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%
IVZ
Financial Services industry group
-0.58%
- Max
- 44.78%
- Q3
- 21.85%
- Median
- 12.91%
- Q1
- 4.48%
- IVZ
- -0.58%
- Min
- -18.71%
Net Margin (TTM)
Invesco (IVZ) reports a negative net margin of -1.10%, usually indicating a net loss over the period. Meanwhile Interactive Brokers (IBKR) reports 16.68%, ranking against industry peers normally.
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%
IVZ
Financial Services industry group
-1.10%
- Max
- 62.84%
- Q3
- 28.05%
- Median
- 15.36%
- Q1
- 4.82%
- IVZ
- -1.10%
- Min
- -28.52%
Operating Margin (TTM)
Interactive Brokers (IBKR) at 77.70% operates in the top operating margin quartile, ahead of Invesco (IVZ) at 23.30%, which runs around its industry’s norm.
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%
IVZ
Financial Services industry group
23.30%
- Max
- 107.33%
- Q3
- 55.90%
- Median
- 30.09%
- IVZ
- 23.30%
- Q1
- 14.60%
- Min
- -44.34%
Profitability Metrics
| Metric | IBKR | IVZ |
|---|---|---|
| ROE (TTM) | 23.67% | -0.58% |
| ROA (TTM) | 2.28% | 3.28% |
| Net Margin (TTM) | 16.68% | -1.10% |
| Operating Margin (TTM) | 77.70% | 23.30% |
| Gross Margin (TTM) | -- | -- |
Growth
Revenue Growth
Both Interactive Brokers (IBKR) at 9.73% and Invesco (IVZ) at 5.11% land near their industries' usual revenue growth ranges, so top-line momentum looks broadly in line with peers on both sides.
EPS Growth
Interactive Brokers (IBKR) at 28.14% is around its peer norm for EPS growth, while Invesco (IVZ) at -235.59% falls below its industry range, a notably weak earnings reading.
Growth Metrics
| Metric | IBKR | IVZ |
|---|---|---|
| Revenue Growth (YoY) | 9.73% | 5.11% |
| Revenue Growth (3Y CAGR) | 34.60% | 1.78% |
| EPS Growth (YoY) | 28.14% | -235.59% |
| EPS Growth (3Y CAGR) | 33.29% | -- |
Financial Strength
Current Ratio (MRQ)
current ratio doesn’t apply on either side: Interactive Brokers (IBKR) in Financial Services and Invesco (IVZ) 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: Interactive Brokers (IBKR) in Financial Services and Invesco (IVZ) 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 | IBKR | IVZ |
|---|---|---|
| Current Ratio (MRQ) | -- | -- |
| Debt / Equity (MRQ) | -- | -- |
| Net Debt / EBITDA | -- | -- |
Dividends
Dividend Yield (TTM)
Both Interactive Brokers (IBKR) at 0.46% and Invesco (IVZ) at 3.16% pay solid, industry-typical yields, sitting squarely within their peers’ usual range.
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%
IVZ
Financial Services industry group
3.16%
- Max
- 9.77%
- Q3
- 3.92%
- IVZ
- 3.16%
- Median
- 1.09%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Both Interactive Brokers (IBKR) at 12.79% and Invesco (IVZ) at 56.46% keep payout ratio within their industries’ typical mid-ranges — dividend policies that share earnings without consuming too much of them.
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%
IVZ
Financial Services industry group
56.46%
- Max
- 241.07%
- Q3
- 97.36%
- IVZ
- 56.46%
- Median
- 25.77%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | IBKR | IVZ |
|---|---|---|
| Dividend Yield (TTM) | 0.46% | 3.16% |
| Dividend Payout Ratio (TTM) | 12.79% | 56.46% |
Valuation
P/E Ratio (TTM)
An earnings multiple is available for just one side: Interactive Brokers (IBKR) trades at 28.94 times trailing earnings, ranked against its peers, while Invesco (IVZ) has no P/E ratio this period.
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
IVZ
Financial Services industry group
--
- Max
- 45.85
- Q3
- 24.64
- Median
- 15.37
- Q1
- 9.68
- Min
- 0.16
- IVZ
- --
P/S Ratio (TTM)
Invesco (IVZ) at 1.67 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.
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
IVZ
Financial Services industry group
1.67
- Max
- 9.23
- Q3
- 4.57
- Median
- 2.72
- IVZ
- 1.67
- Q1
- 1.28
- Min
- -0.55
P/B Ratio (MRQ)
Invesco (IVZ) at 1.18 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.
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
IVZ
Financial Services industry group
1.18
- Max
- 7.79
- Q3
- 3.63
- Median
- 1.57
- IVZ
- 1.18
- Q1
- 0.81
- Min
- -0.39
Valuation Metrics
| Metric | IBKR | IVZ |
|---|---|---|
| P/E Ratio (TTM) | 28.94 | -- |
| P/S Ratio (TTM) | 18.30 | 1.67 |
| P/B Ratio (MRQ) | 5.53 | 1.18 |
| Free Cash Flow Yield (TTM) | -- | -- |