IBKR vs. JPM: A Head-to-Head Stock Comparison
UpdatedHere’s a clear look at IBKR and JPM, comparing key factors like historical performance, profitability, financial strength, growth, dividend, and valuation.
Company Overview
JPM’s market capitalization of 781.65 billion USD is significantly greater than IBKR’s 87.30 billion USD, highlighting its more substantial market valuation.
With betas of 1.25 for IBKR and 1.08 for JPM, both stocks show similar sensitivity to overall market movements.
| Symbol | IBKR | JPM |
|---|---|---|
| Company Name | Interactive Brokers Group, Inc. | JPMorgan Chase & Co. |
| Country | US | US |
| Sector | Financial Services | Financial Services |
| Industry | Financial - Capital Markets | Banks - Diversified |
| CEO | Mr. Milan Galik | Mr. James Dimon |
| Price | 51.64 USD | 281.26 USD |
| Market Cap | 87.30 billion USD | 781.65 billion USD |
| Beta | 1.25 | 1.08 |
| Exchange | NASDAQ | NYSE |
| IPO Date | May 4, 2007 | March 17, 1980 |
| ADR | No | No |
Historical Performance
This chart compares the performance of IBKR and JPM over the past year by tracking the growth of an initial $10,000 investment in each (starting one year ago).
Data is adjusted for dividends and splits.
Profitability
Return on Equity
IBKR
18.82%
Financial - Capital Markets Industry
- Max
- 42.02%
- Q3
- 20.08%
- Median
- 12.98%
- Q1
- 1.97%
- Min
- -21.32%
IBKR’s Return on Equity of 18.82% is on par with the norm for the Financial - Capital Markets industry, indicating its profitability relative to shareholder equity is typical for the sector.
JPM
17.27%
Banks - Diversified Industry
- Max
- 20.93%
- Q3
- 14.56%
- Median
- 11.72%
- Q1
- 8.87%
- Min
- 5.86%
In the upper quartile for the Banks - Diversified industry, JPM’s Return on Equity of 17.27% signals a highly effective use of shareholder capital to drive profitability compared to most of its peers.
Return on Invested Capital
IBKR
-14.95%
Financial - Capital Markets Industry
- Max
- 30.24%
- Q3
- 11.10%
- Median
- 5.61%
- Q1
- -5.05%
- Min
- -16.91%
Return on Invested Capital is often not a primary measure of capital efficiency in the Financial - Capital Markets industry.
JPM
3.56%
Banks - Diversified Industry
- Max
- 4.52%
- Q3
- 2.90%
- Median
- 1.77%
- Q1
- 0.88%
- Min
- 0.18%
Return on Invested Capital is often not a primary measure of capital efficiency in the Banks - Diversified industry.
Net Profit Margin
IBKR
12.47%
Financial - Capital Markets Industry
- Max
- 28.67%
- Q3
- 14.12%
- Median
- 10.31%
- Q1
- 0.32%
- Min
- -18.13%
IBKR’s Net Profit Margin of 12.47% is aligned with the median group of its peers in the Financial - Capital Markets industry. This indicates its ability to convert revenue into profit is typical for the sector.
JPM
21.83%
Banks - Diversified Industry
- Max
- 33.40%
- Q3
- 26.30%
- Median
- 19.27%
- Q1
- 14.68%
- Min
- 7.95%
JPM’s Net Profit Margin of 21.83% is aligned with the median group of its peers in the Banks - Diversified industry. This indicates its ability to convert revenue into profit is typical for the sector.
Operating Profit Margin
IBKR
67.17%
Financial - Capital Markets Industry
- Max
- 67.17%
- Q3
- 32.91%
- Median
- 15.91%
- Q1
- 1.17%
- Min
- -19.18%
An Operating Profit Margin of 67.17% places IBKR in the upper quartile for the Financial - Capital Markets industry. This signals a strong ability to translate revenue into operating profit, outperforming most of its competitors in core business efficiency.
JPM
27.87%
Banks - Diversified Industry
- Max
- 50.90%
- Q3
- 37.47%
- Median
- 27.15%
- Q1
- 14.44%
- Min
- 8.60%
JPM’s Operating Profit Margin of 27.87% is around the midpoint for the Banks - Diversified industry, indicating that its efficiency in managing core business operations is typical for the sector.
Profitability at a Glance
| Symbol | IBKR | JPM |
|---|---|---|
| Return on Equity (TTM) | 18.82% | 17.27% |
| Return on Assets (TTM) | 0.50% | 1.37% |
| Return on Invested Capital (TTM) | -14.95% | 3.56% |
| Net Profit Margin (TTM) | 12.47% | 21.83% |
| Operating Profit Margin (TTM) | 67.17% | 27.87% |
| Gross Profit Margin (TTM) | 85.25% | 58.78% |
Financial Strength
Current Ratio
IBKR
0.63
Financial - Capital Markets Industry
- Max
- 5.89
- Q3
- 3.69
- Median
- 1.32
- Q1
- 0.92
- Min
- 0.05
For the Financial - Capital Markets industry, the Current Ratio is often not the most suitable measure of short-term liquidity.
JPM
0.28
Banks - Diversified Industry
- Max
- 0.99
- Q3
- 0.59
- Median
- 0.44
- Q1
- 0.28
- Min
- 0.06
For the Banks - Diversified industry, the Current Ratio is often not the most suitable measure of short-term liquidity.
Debt-to-Equity Ratio
IBKR
0.00
Financial - Capital Markets Industry
- Max
- 3.63
- Q3
- 1.75
- Median
- 0.40
- Q1
- 0.11
- Min
- 0.00
Falling into the lower quartile for the Financial - Capital Markets industry, IBKR’s Debt-to-Equity Ratio of 0.00 points to a conservative financing strategy. This results in lower financial risk but potentially limits strategic investments compared to more leveraged competitors.
JPM
2.86
Banks - Diversified Industry
- Max
- 4.98
- Q3
- 3.69
- Median
- 3.14
- Q1
- 1.79
- Min
- 0.09
JPM’s Debt-to-Equity Ratio of 2.86 is typical for the Banks - Diversified industry, indicating its use of leverage is in line with the sector norm. This suggests a balanced approach to its capital structure.
Interest Coverage Ratio
IBKR
1.92
Financial - Capital Markets Industry
- Max
- 12.71
- Q3
- 7.77
- Median
- 2.10
- Q1
- 0.25
- Min
- -7.71
The Interest Coverage Ratio is often not a primary indicator of debt servicing capacity in the Financial - Capital Markets industry.
JPM
0.76
Banks - Diversified Industry
- Max
- 0.98
- Q3
- 0.77
- Median
- 0.42
- Q1
- 0.29
- Min
- 0.09
The Interest Coverage Ratio is often not a primary indicator of debt servicing capacity in the Banks - Diversified industry.
Financial Strength at a Glance
| Symbol | IBKR | JPM |
|---|---|---|
| Current Ratio (TTM) | 0.63 | 0.28 |
| Quick Ratio (TTM) | 0.63 | 0.28 |
| Debt-to-Equity Ratio (TTM) | 0.00 | 2.86 |
| Debt-to-Asset Ratio (TTM) | 0.00 | 0.23 |
| Net Debt-to-EBITDA Ratio (TTM) | -0.80 | 6.88 |
| Interest Coverage Ratio (TTM) | 1.92 | 0.76 |
Growth
The following charts compare key year-over-year (YoY) growth metrics for IBKR and JPM. These metrics are based on the companies’ annual financial reports.
Revenue Growth (YoY)
EPS Growth (YoY)
Free Cash Flow Growth (YoY)
Dividend
Dividend Yield
IBKR
2.07%
Financial - Capital Markets Industry
- Max
- 5.89%
- Q3
- 1.82%
- Median
- 0.48%
- Q1
- 0.00%
- Min
- 0.00%
With a Dividend Yield of 2.07%, IBKR offers a more attractive income stream than most of its peers in the Financial - Capital Markets industry, signaling a strong commitment to shareholder returns.
JPM
1.80%
Banks - Diversified Industry
- Max
- 6.37%
- Q3
- 4.24%
- Median
- 3.34%
- Q1
- 2.42%
- Min
- 0.00%
JPM’s Dividend Yield of 1.80% is in the lower quartile for the Banks - Diversified industry. This suggests the company’s strategy likely favors retaining earnings for growth over providing a high dividend income.
Dividend Payout Ratio
IBKR
13.62%
Financial - Capital Markets Industry
- Max
- 128.06%
- Q3
- 42.94%
- Median
- 13.62%
- Q1
- 0.00%
- Min
- 0.00%
IBKR’s Dividend Payout Ratio of 13.62% is within the typical range for the Financial - Capital Markets industry, suggesting a balanced approach between shareholder payouts and company reinvestment.
JPM
25.32%
Banks - Diversified Industry
- Max
- 84.94%
- Q3
- 39.11%
- Median
- 26.91%
- Q1
- 0.00%
- Min
- 0.00%
JPM’s Dividend Payout Ratio of 25.32% is within the typical range for the Banks - Diversified industry, suggesting a balanced approach between shareholder payouts and company reinvestment.
Dividend at a Glance
| Symbol | IBKR | JPM |
|---|---|---|
| Dividend Yield (TTM) | 2.07% | 1.80% |
| Dividend Payout Ratio (TTM) | 13.62% | 25.32% |
Valuation
Price-to-Earnings Ratio
IBKR
110.06
Financial - Capital Markets Industry
- Max
- 39.29
- Q3
- 26.64
- Median
- 19.77
- Q1
- 13.59
- Min
- 5.38
At 110.06, IBKR’s P/E Ratio is exceptionally high, exceeding the typical maximum for the Financial - 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.
JPM
13.28
Banks - Diversified Industry
- Max
- 13.90
- Q3
- 12.93
- Median
- 11.77
- Q1
- 8.76
- Min
- 7.37
A P/E Ratio of 13.28 places JPM in the upper quartile for the Banks - Diversified industry. This high valuation relative to peers suggests the market holds elevated expectations for the company’s future growth.
Forward P/E to Growth Ratio
IBKR
7.96
Financial - Capital Markets Industry
- Max
- 3.89
- Q3
- 2.11
- Median
- 1.41
- Q1
- 0.68
- Min
- 0.02
IBKR’s Forward PEG Ratio of 7.96 is exceptionally high for the Financial - Capital Markets industry. This suggests its stock price is very high relative to its expected earnings growth, signaling significant overvaluation risk.
JPM
1.94
Banks - Diversified Industry
- Max
- 1.90
- Q3
- 1.37
- Median
- 1.10
- Q1
- 0.73
- Min
- 0.42
JPM’s Forward PEG Ratio of 1.94 is exceptionally high for the Banks - Diversified industry. This suggests its stock price is very high relative to its expected earnings growth, signaling significant overvaluation risk.
Price-to-Sales Ratio
IBKR
13.73
Financial - Capital Markets Industry
- Max
- 13.65
- Q3
- 7.53
- Median
- 2.52
- Q1
- 1.40
- Min
- 0.03
The P/S Ratio is often not a primary valuation tool in the Financial - Capital Markets industry.
JPM
2.86
Banks - Diversified Industry
- Max
- 4.08
- Q3
- 2.78
- Median
- 2.22
- Q1
- 1.73
- Min
- 0.23
The P/S Ratio is often not a primary valuation tool in the Banks - Diversified industry.
Price-to-Book Ratio
IBKR
19.39
Financial - Capital Markets Industry
- Max
- 9.06
- Q3
- 4.99
- Median
- 2.63
- Q1
- 1.14
- Min
- 0.11
At 19.39, IBKR’s P/B Ratio is at an extreme premium to the Financial - 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.
JPM
2.26
Banks - Diversified Industry
- Max
- 1.86
- Q3
- 1.44
- Median
- 1.17
- Q1
- 1.06
- Min
- 0.63
At 2.26, JPM’s P/B Ratio is at an extreme premium to the Banks - Diversified 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.
Valuation at a Glance
| Symbol | IBKR | JPM |
|---|---|---|
| Price-to-Earnings Ratio (P/E, TTM) | 110.06 | 13.28 |
| Forward PEG Ratio (TTM) | 7.96 | 1.94 |
| Price-to-Sales Ratio (P/S, TTM) | 13.73 | 2.86 |
| Price-to-Book Ratio (P/B, TTM) | 19.39 | 2.26 |
| Price-to-Free Cash Flow Ratio (P/FCF, TTM) | 9.12 | -5.60 |
| EV-to-EBITDA (TTM) | 19.19 | 16.17 |
| EV-to-Sales (TTM) | 13.18 | 4.98 |