IBKR vs. IX: Interactive Brokers vs. ORIX Stock Comparison

November 11, 2026

How do Interactive Brokers (IBKR) and ORIX (IX) 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 ORIX (IX) both fall under the Financial Services industry group, but IBKR is classified in Capital Markets while IX is classified in Financial Services.

Interactive Brokers (IBKR) trades as ordinary local shares, while ORIX (IX) trades as an ADR — compare with FX exposure, depositary-program fees, and dividend-withholding-tax differences in mind.

Company profile comparison for Interactive Brokers (IBKR) and ORIX (IX)
Profile Item	IBKR	IX
Name	Interactive Brokers Group, Inc. Class A Common Stock	ORIX Corporation Sponsored ADR
Country/Region	United States	Japan
GICS Sector	Financials	Financials
GICS Industry Group	Financial Services	Financial Services
GICS Industry	Capital Markets	Financial Services
GICS Sub-Industry	Investment Banking & Brokerage	Diversified Financial Services
Market Capitalization	129.19 billion USD	37.30 billion USD
Currency	USD	USD
Exchange	Nasdaq	NYSE
Listing Date	May 4, 2007	September 16, 1998
Security Type	Common Stock	ADR

Price Performance

Cumulative Growth

IBKR

GSPC

Interactive Brokers (IBKR) vs. ORIX (IX), with S&P 500 (GSPC) for reference: Growth of a $10,000 investment over the past five years. Adjusted for dividends and splits.

Trailing Returns

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Trailing total returns for Interactive Brokers (IBKR) and ORIX (IX). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for Interactive Brokers (IBKR) and ORIX (IX). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for Interactive Brokers (IBKR) and ORIX (IX)
Metric	IBKR	IX
Total Return (1Y)	11.53%	37.72%
Total Return (3Y, Annualized)	57.15%	27.79%
Total Return (5Y, Annualized)	34.54%	12.59%

Risk Profile

Drawdown History

IBKR

GSPC

Interactive Brokers (IBKR) vs. ORIX (IX), with S&P 500 (GSPC) for reference: Drawdown from the running peak over the past five years. Each line shows the decline from its prior peak; 0% marks a new high.

Return Distribution

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Distribution of monthly total returns for Interactive Brokers (IBKR) and ORIX (IX). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for Interactive Brokers (IBKR) and ORIX (IX)
Metric	IBKR	IX
Volatility (1Y, Annualized)	40.72%	29.12%
Beta (5Y)	1.37	0.94
Max Drawdown (5Y)	-38.66%	-38.99%
Avg. Volume (3M)	4.24M	317.58K

Risk-Adjusted Performance

Risk-Return Positioning

IBKR and IX are plotted by 1-year volatility (risk) and 1-year return. The dashed Capital Allocation Line runs from the risk-free rate through the shared industry median.

Risk-Adjusted Metrics

Risk-adjusted metrics for Interactive Brokers (IBKR) and ORIX (IX)
Metric	IBKR	IX
Sharpe Ratio (1Y)	0.18	1.15
Sortino Ratio (1Y)	0.26	1.77

Profitability

ROE (TTM)

Interactive Brokers (IBKR) at 23.67% sits in the top ROE quartile, while ORIX (IX) at 14.04% is closer to the peer norm — stronger capital efficiency for IBKR.

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%

IX

Financial Services industry group

14.04%

Max: 44.78%
Q3: 21.85%
IX: 14.04%
Median: 12.91%
Q1: 4.48%
Min: -18.71%

Interactive Brokers (IBKR) vs. ORIX (IX): A comparison of their ROE against the Financial Services industry group benchmark.

Net Margin (TTM)

Both Interactive Brokers (IBKR) at 16.68% and ORIX (IX) at 17.94% keep about the typical share of revenue as profit for their industries — neither bottom line stands out from peers.

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%

IX

Financial Services industry group

17.94%

Max: 62.84%
Q3: 28.05%
IX: 17.94%
Median: 15.36%
Q1: 4.82%
Min: -28.52%

Interactive Brokers (IBKR) vs. ORIX (IX): A comparison of their net margin against the Financial Services industry group benchmark.

Operating Margin (TTM)

Interactive Brokers (IBKR) at 77.70% operates in the top operating margin quartile, ahead of ORIX (IX) at 21.52%, 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%

IX

Financial Services industry group

21.52%

Max: 107.33%
Q3: 55.90%
Median: 30.09%
IX: 21.52%
Q1: 14.60%
Min: -44.34%

Interactive Brokers (IBKR) vs. ORIX (IX): A comparison of their operating margin against the Financial Services industry group benchmark.

Profitability Metrics

Profitability metrics for Interactive Brokers (IBKR) and ORIX (IX)
Metric	IBKR	IX
ROE (TTM)	23.67%	14.04%
ROA (TTM)	2.28%	2.65%
Net Margin (TTM)	16.68%	17.94%
Operating Margin (TTM)	77.70%	21.52%
Gross Margin (TTM)	--	--

Growth

Revenue Growth

Both Interactive Brokers (IBKR) at 9.73% and ORIX (IX) at 18.57% land near their industries' usual revenue growth ranges, so top-line momentum looks broadly in line with peers on both sides.

Interactive Brokers (IBKR) vs. ORIX (IX): A comparison of their Revenue Growth across different time periods.

EPS Growth

Both Interactive Brokers (IBKR) at 28.14% and ORIX (IX) at 30.03% land near their industries' usual EPS growth ranges, so bottom-line momentum looks broadly in line with peers on both sides.

Interactive Brokers (IBKR) vs. ORIX (IX): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for Interactive Brokers (IBKR) and ORIX (IX)
Metric	IBKR	IX
Revenue Growth (YoY)	9.73%	18.57%
Revenue Growth (3Y CAGR)	34.60%	9.97%
EPS Growth (YoY)	28.14%	30.03%
EPS Growth (3Y CAGR)	33.29%	20.02%

Financial Strength

Current Ratio (MRQ)

current ratio doesn’t apply on either side: Interactive Brokers (IBKR) in Financial Services and ORIX (IX) 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 ORIX (IX) 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

Financial strength metrics for Interactive Brokers (IBKR) and ORIX (IX)
Metric	IBKR	IX
Current Ratio (MRQ)	--	--
Debt / Equity (MRQ)	--	--
Net Debt / EBITDA	--	--

Dividends

Dividend Yield (TTM)

Interactive Brokers (IBKR) at 0.46% pays an industry-typical yield; ORIX (IX) at 435.55% is above its entire peer range — the higher number, but one that calls for a look at payout sustainability before treating it as an advantage.

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%

IX

Financial Services industry group

435.55%

IX: 435.55%
Max: 9.77%
Q3: 3.92%
Median: 1.09%
Q1: 0.00%
Min: 0.00%

Interactive Brokers (IBKR) vs. ORIX (IX): A comparison of their dividend yield against the Financial Services industry group benchmark.

Dividend Payout Ratio (TTM)

Both Interactive Brokers (IBKR) at 12.79% and ORIX (IX) at 26.52% 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%

IX

Financial Services industry group

26.52%

Max: 241.07%
Q3: 97.36%
IX: 26.52%
Median: 25.77%
Q1: 0.00%
Min: 0.00%

Interactive Brokers (IBKR) vs. ORIX (IX): A comparison of their payout ratio against the Financial Services industry group benchmark.

Dividend Metrics

Dividend metrics for Interactive Brokers (IBKR) and ORIX (IX)
Metric	IBKR	IX
Dividend Yield (TTM)	0.46%	435.55%
Dividend Payout Ratio (TTM)	12.79%	26.52%

Valuation

P/E Ratio (TTM)

ORIX (IX) at 9.68 sits in the cheaper P/E ratio quartile, while Interactive Brokers (IBKR) at 28.94 sits in the richer quartile — a clear split in what investors pay for each dollar of trailing earnings.

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

IX

Financial Services industry group

9.68

Max: 45.85
Q3: 24.64
Median: 15.37
Q1: 9.68
IX: 9.68
Min: 0.16

Interactive Brokers (IBKR) vs. ORIX (IX): A comparison of their P/E ratio against the Financial Services industry group benchmark.

P/S Ratio (TTM)

ORIX (IX) at 0.01 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.

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

IX

Financial Services industry group

0.01

Max: 9.23
Q3: 4.57
Median: 2.72
Q1: 1.28
IX: 0.01
Min: -0.55

Interactive Brokers (IBKR) vs. ORIX (IX): A comparison of their P/S ratio against the Financial Services industry group benchmark.

P/B Ratio (MRQ)

ORIX (IX) at 1.28 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

IX

Financial Services industry group

1.28

Max: 7.79
Q3: 3.63
Median: 1.57
IX: 1.28
Q1: 0.81
Min: -0.39

Interactive Brokers (IBKR) vs. ORIX (IX): A comparison of their P/B ratio against the Financial Services industry group benchmark.

Valuation Metrics

Valuation metrics for Interactive Brokers (IBKR) and ORIX (IX)
Metric	IBKR	IX
P/E Ratio (TTM)	28.94	9.68
P/S Ratio (TTM)	18.30	0.01
P/B Ratio (MRQ)	5.53	1.28
Free Cash Flow Yield (TTM)	--	--