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IBKR vs. JEF: A Head-to-Head Stock Comparison

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Here’s a clear look at IBKR and JEF, comparing key factors like historical performance, profitability, financial strength, growth, dividend, and valuation.

Company Profile

SymbolIBKRJEF
Company NameInteractive Brokers Group, Inc.Jefferies Financial Group Inc.
CountryUnited StatesUnited States
GICS SectorFinancialsFinancials
GICS IndustryCapital MarketsCapital Markets
Market Capitalization107.92 billion USD12.99 billion USD
ExchangeNasdaqGSNYSE
Listing DateMay 4, 2007March 17, 1980
Security TypeCommon StockCommon Stock

Historical Performance

This chart compares the performance of IBKR and JEF by tracking the growth of an initial $10,000 investment in each. Use the tabs to select the desired time period. Data is adjusted for dividends and splits.

IBKR vs. JEF: Growth of a $10,000 investment over the past one year.

Historical Performance at a Glance

SymbolIBKRJEF
5-Day Price Return-1.18%9.38%
13-Week Price Return28.76%16.54%
26-Week Price Return11.27%-17.65%
52-Week Price Return115.37%14.59%
Month-to-Date Return-3.16%9.24%
Year-to-Date Return43.74%-19.66%
10-Day Avg. Volume4.49M1.54M
3-Month Avg. Volume6.25M1.69M
3-Month Volatility34.10%31.83%
Beta1.231.54

Profitability

Return on Equity (TTM)

IBKR

18.88%

Capital Markets Industry

Max
38.97%
Q3
21.61%
Median
13.77%
Q1
8.31%
Min
-4.25%

IBKR’s Return on Equity of 18.88% is on par with the norm for the Capital Markets industry, indicating its profitability relative to shareholder equity is typical for the sector.

JEF

6.51%

Capital Markets Industry

Max
38.97%
Q3
21.61%
Median
13.77%
Q1
8.31%
Min
-4.25%

JEF’s Return on Equity of 6.51% is in the lower quartile for the Capital Markets industry. This indicates a less efficient generation of profit from its equity base when compared to its competitors.

IBKR vs. JEF: A comparison of their Return on Equity (TTM) against the Capital Markets industry benchmark.

Net Profit Margin (TTM)

IBKR

8.57%

Capital Markets Industry

Max
66.67%
Q3
35.11%
Median
23.49%
Q1
13.63%
Min
-15.18%

Falling into the lower quartile for the Capital Markets industry, IBKR’s Net Profit Margin of 8.57% indicates weaker profitability. This means the company retains a smaller portion of each dollar in sales as profit compared to its competitors.

JEF

6.37%

Capital Markets Industry

Max
66.67%
Q3
35.11%
Median
23.49%
Q1
13.63%
Min
-15.18%

Falling into the lower quartile for the Capital Markets industry, JEF’s Net Profit Margin of 6.37% indicates weaker profitability. This means the company retains a smaller portion of each dollar in sales as profit compared to its competitors.

IBKR vs. JEF: A comparison of their Net Profit Margin (TTM) against the Capital Markets industry benchmark.

Operating Profit Margin (TTM)

IBKR

42.00%

Capital Markets Industry

Max
86.40%
Q3
46.46%
Median
32.80%
Q1
18.32%
Min
-21.87%

IBKR’s Operating Profit Margin of 42.00% is around the midpoint for the Capital Markets industry, indicating that its efficiency in managing core business operations is typical for the sector.

JEF

8.10%

Capital Markets Industry

Max
86.40%
Q3
46.46%
Median
32.80%
Q1
18.32%
Min
-21.87%

JEF’s Operating Profit Margin of 8.10% is in the lower quartile for the Capital Markets industry. This indicates weaker profitability from core operations, which may stem from inefficiencies or competitive pressures on pricing.

IBKR vs. JEF: A comparison of their Operating Profit Margin (TTM) against the Capital Markets industry benchmark.

Profitability at a Glance

SymbolIBKRJEF
Return on Equity (TTM)18.88%6.51%
Return on Assets (TTM)0.53%1.00%
Net Profit Margin (TTM)8.57%6.37%
Operating Profit Margin (TTM)42.00%8.10%
Gross Profit Margin (TTM)53.08%59.51%

Financial Strength

Current Ratio (MRQ)

IBKR

0.96

Capital Markets Industry

Max
3.76
Q3
1.89
Median
1.01
Q1
0.54
Min
-0.41

For the Capital Markets industry, the Current Ratio is often not the most suitable measure of short-term liquidity.

JEF

0.69

Capital Markets Industry

Max
3.76
Q3
1.89
Median
1.01
Q1
0.54
Min
-0.41

For the Capital Markets industry, the Current Ratio is often not the most suitable measure of short-term liquidity.

IBKR vs. JEF: A comparison of their Current Ratio (MRQ) against the Capital Markets industry benchmark.

Debt-to-Equity Ratio (MRQ)

IBKR

4.40

Capital Markets Industry

Max
6.62
Q3
2.84
Median
1.02
Q1
0.32
Min
0.00

The Debt-to-Equity Ratio is often not the primary focus for assessing leverage in the Capital Markets industry.

JEF

3.27

Capital Markets Industry

Max
6.62
Q3
2.84
Median
1.02
Q1
0.32
Min
0.00

The Debt-to-Equity Ratio is often not the primary focus for assessing leverage in the Capital Markets industry.

IBKR vs. JEF: A comparison of their Debt-to-Equity Ratio (MRQ) against the Capital Markets industry benchmark.

Interest Coverage Ratio (TTM)

IBKR

--

Capital Markets Industry

Max
126.03
Q3
60.98
Median
11.77
Q1
4.95
Min
-36.26

The Interest Coverage Ratio is often not a primary indicator of debt servicing capacity in the Capital Markets industry.

JEF

14.18

Capital Markets Industry

Max
126.03
Q3
60.98
Median
11.77
Q1
4.95
Min
-36.26

The Interest Coverage Ratio is often not a primary indicator of debt servicing capacity in the Capital Markets industry.

IBKR vs. JEF: A comparison of their Interest Coverage Ratio (TTM) against the Capital Markets industry benchmark.

Financial Strength at a Glance

SymbolIBKRJEF
Current Ratio (MRQ)0.960.69
Quick Ratio (MRQ)0.960.69
Debt-to-Equity Ratio (MRQ)4.403.27
Interest Coverage Ratio (TTM)--14.18

Growth

Revenue Growth

IBKR vs. JEF: A side-by-side comparison of their Revenue Growth for the MRQ (YoY), TTM (YoY), 3-Year CAGR, and 5-Year CAGR periods.

EPS Growth

IBKR vs. JEF: A side-by-side comparison of their EPS Growth for the MRQ (YoY), TTM (YoY), 3-Year CAGR, and 5-Year CAGR periods.

Dividend

Dividend Yield (TTM)

IBKR

0.11%

Capital Markets Industry

Max
10.26%
Q3
4.86%
Median
2.78%
Q1
1.22%
Min
0.00%

IBKR’s Dividend Yield of 0.11% is in the lower quartile for the Capital Markets industry. This suggests the company’s strategy likely favors retaining earnings for growth over providing a high dividend income.

JEF

2.72%

Capital Markets Industry

Max
10.26%
Q3
4.86%
Median
2.78%
Q1
1.22%
Min
0.00%

JEF’s Dividend Yield of 2.72% is consistent with its peers in the Capital Markets industry, providing a dividend return that is standard for its sector.

IBKR vs. JEF: A comparison of their Dividend Yield (TTM) against the Capital Markets industry benchmark.

Dividend Payout Ratio (TTM)

IBKR

13.84%

Capital Markets Industry

Max
200.72%
Q3
101.92%
Median
57.97%
Q1
32.36%
Min
0.00%

IBKR’s Dividend Payout Ratio of 13.84% is in the lower quartile for the Capital Markets industry. This suggests a conservative dividend policy, with a strategic focus on reinvesting profits for future growth.

JEF

52.82%

Capital Markets Industry

Max
200.72%
Q3
101.92%
Median
57.97%
Q1
32.36%
Min
0.00%

JEF’s Dividend Payout Ratio of 52.82% is within the typical range for the Capital Markets industry, suggesting a balanced approach between shareholder payouts and company reinvestment.

IBKR vs. JEF: A comparison of their Dividend Payout Ratio (TTM) against the Capital Markets industry benchmark.

Dividend at a Glance

SymbolIBKRJEF
Dividend Yield (TTM)0.11%2.72%
Dividend Payout Ratio (TTM)13.84%52.82%

Valuation

Price-to-Earnings Ratio (TTM)

IBKR

126.97

Capital Markets Industry

Max
58.89
Q3
31.00
Median
18.54
Q1
12.09
Min
5.24

At 126.97, IBKR’s P/E Ratio is exceptionally high, exceeding the typical maximum for the Capital Markets industry. This suggests the stock may be significantly overvalued compared to its peers and implies high market expectations that could be difficult to meet.

JEF

19.41

Capital Markets Industry

Max
58.89
Q3
31.00
Median
18.54
Q1
12.09
Min
5.24

JEF’s P/E Ratio of 19.41 is within the middle range for the Capital Markets industry. This suggests its valuation is in line with the sector average, representing neither a significant premium nor a discount compared to its peers.

IBKR vs. JEF: A comparison of their Price-to-Earnings Ratio (TTM) against the Capital Markets industry benchmark.

Price-to-Sales Ratio (TTM)

IBKR

10.88

Capital Markets Industry

Max
14.49
Q3
7.41
Median
4.68
Q1
2.25
Min
0.04

IBKR’s P/S Ratio of 10.88 is in the upper echelon for the Capital Markets industry. This means the company is valued richly on its revenue stream compared to its peers, suggesting the stock is priced for a high level of future performance.

JEF

1.24

Capital Markets Industry

Max
14.49
Q3
7.41
Median
4.68
Q1
2.25
Min
0.04

In the lower quartile for the Capital Markets industry, JEF’s P/S Ratio of 1.24 indicates its revenue is valued more conservatively than most of its peers. This could present a compelling opportunity if the market has overlooked its sales-generating capabilities.

IBKR vs. JEF: A comparison of their Price-to-Sales Ratio (TTM) against the Capital Markets industry benchmark.

Price-to-Book Ratio (MRQ)

IBKR

19.41

Capital Markets Industry

Max
9.48
Q3
4.94
Median
2.42
Q1
1.21
Min
0.38

At 19.41, IBKR’s P/B Ratio is at an extreme premium to the Capital Markets industry. This signifies that the market’s valuation is heavily reliant on future potential rather than its current net asset value, which can be a high-risk proposition.

JEF

0.97

Capital Markets Industry

Max
9.48
Q3
4.94
Median
2.42
Q1
1.21
Min
0.38

JEF’s P/B Ratio of 0.97 is in the lower quartile for the Capital Markets industry. From a value investing perspective, this is favorable, as it suggests the stock is trading at a discount to its net asset value and may offer a greater margin of safety.

IBKR vs. JEF: A comparison of their Price-to-Book Ratio (MRQ) against the Capital Markets industry benchmark.

Valuation at a Glance

SymbolIBKRJEF
Price-to-Earnings Ratio (TTM)126.9719.41
Price-to-Sales Ratio (TTM)10.881.24
Price-to-Book Ratio (MRQ)19.410.97
Price-to-Free Cash Flow Ratio (TTM)7.057.85