IBKR vs. JKHY: Interactive Brokers vs. Jack Henry & Associates Stock Comparison

Company Profile

Interactive Brokers (IBKR) and Jack Henry & Associates (JKHY) both fall under the Financial Services industry group, but IBKR is classified in Capital Markets while JKHY is classified in Financial Services.

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 Jack Henry & Associates (JKHY) is defensive at 0.51 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

Capital efficiency shows on one side only: Interactive Brokers (IBKR) earns 23.67% on shareholders’ equity, ranked against its industry; Jack Henry & Associates (JKHY) has no ROE this period.

Both Interactive Brokers (IBKR) at 16.68% and Jack Henry & Associates (JKHY) at 19.96% 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 Jack Henry & Associates (JKHY) at 29.52%, which runs around its industry’s norm.

Profitability Metrics

Growth

Both Interactive Brokers (IBKR) at 9.73% and Jack Henry & Associates (JKHY) at 7.12% land near their industries' usual revenue growth ranges, so top-line momentum looks broadly in line with peers on both sides.

Both Interactive Brokers (IBKR) at 28.14% and Jack Henry & Associates (JKHY) at 11.86% 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: Interactive Brokers (IBKR) in Financial Services and Jack Henry & Associates (JKHY) 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: Interactive Brokers (IBKR) in Financial Services and Jack Henry & Associates (JKHY) 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 Interactive Brokers (IBKR) at 0.46% and Jack Henry & Associates (JKHY) at 1.34% pay solid, industry-typical yields, sitting squarely within their peers’ usual range.

Both Interactive Brokers (IBKR) at 12.79% and Jack Henry & Associates (JKHY) at 33.10% keep payout ratio within their industries’ typical mid-ranges — dividend policies that share earnings without consuming too much of them.

Dividend Metrics

Valuation

Jack Henry & Associates (JKHY) at 23.80 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: Jack Henry & Associates (JKHY) 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 Interactive Brokers (IBKR) at 5.53 and Jack Henry & Associates (JKHY) at 5.92 carry a premium to book value versus peers, sitting in the upper P/B ratio quartile of their industries.

Valuation Metrics