IBKR vs. KKR: Interactive Brokers vs. KKR Stock Comparison
How do Interactive Brokers (IBKR) and KKR (KKR) 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 KKR (KKR) both belong to the Capital Markets industry, though IBKR is classified under Investment Banking & Brokerage while KKR falls under Asset Management & Custody Banks.
| Profile Item | IBKR | KKR |
|---|---|---|
| Name | Interactive Brokers Group, Inc. Class A Common Stock | Korro Bio, Inc. |
| 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 | 89.11 billion USD |
| Currency | USD | USD |
| Exchange | Nasdaq | NYSE |
| Listing Date | May 4, 2007 | July 15, 2010 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | IBKR | KKR |
|---|---|---|
| Total Return (1Y) | 11.53% | -18.61% |
| Total Return (3Y, Annualized) | 57.15% | 17.09% |
| Total Return (5Y, Annualized) | 34.54% | 5.12% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | IBKR | KKR |
|---|---|---|
| Volatility (1Y, Annualized) | 40.72% | 38.71% |
| Beta (5Y) | 1.37 | 1.69 |
| Max Drawdown (5Y) | -38.66% | -49.42% |
| Avg. Volume (3M) | 4.24M | 4.77M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | IBKR | KKR |
|---|---|---|
| Sharpe Ratio (1Y) | 0.18 | -0.59 |
| Sortino Ratio (1Y) | 0.26 | -0.81 |
Profitability
ROE (TTM)
Interactive Brokers (IBKR) at 23.67% sits in the top ROE quartile, while KKR (KKR) at 7.28% 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%
KKR
Financial Services industry group
7.28%
- Max
- 44.78%
- Q3
- 21.85%
- Median
- 12.91%
- KKR
- 7.28%
- Q1
- 4.48%
- Min
- -18.71%
Net Margin (TTM)
Both Interactive Brokers (IBKR) at 16.68% and KKR (KKR) at 12.20% 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%
KKR
Financial Services industry group
12.20%
- Max
- 62.84%
- Q3
- 28.05%
- Median
- 15.36%
- KKR
- 12.20%
- Q1
- 4.82%
- Min
- -28.52%
Operating Margin (TTM)
Interactive Brokers (IBKR) at 77.70% operates in the top operating margin quartile, ahead of KKR (KKR) at 20.65%, 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%
KKR
Financial Services industry group
20.65%
- Max
- 107.33%
- Q3
- 55.90%
- Median
- 30.09%
- KKR
- 20.65%
- Q1
- 14.60%
- Min
- -44.34%
Profitability Metrics
| Metric | IBKR | KKR |
|---|---|---|
| ROE (TTM) | 23.67% | 7.28% |
| ROA (TTM) | 2.28% | 1.39% |
| Net Margin (TTM) | 16.68% | 12.20% |
| Operating Margin (TTM) | 77.70% | 20.65% |
| Gross Margin (TTM) | -- | -- |
Growth
Revenue Growth
Interactive Brokers (IBKR) at 9.73% is around its peer norm for revenue growth, while KKR (KKR) at -11.24% drops into the bottom quartile, signaling weaker demand or pricing momentum.
EPS Growth
Interactive Brokers (IBKR) at 28.14% is around its peer norm for EPS growth, while KKR (KKR) at -28.66% drops into the bottom quartile, signaling weaker earnings momentum.
Growth Metrics
| Metric | IBKR | KKR |
|---|---|---|
| Revenue Growth (YoY) | 9.73% | -11.24% |
| Revenue Growth (3Y CAGR) | 34.60% | 51.12% |
| EPS Growth (YoY) | 28.14% | -28.66% |
| 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 KKR (KKR) 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 KKR (KKR) 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 | KKR |
|---|---|---|
| Current Ratio (MRQ) | -- | -- |
| Debt / Equity (MRQ) | -- | -- |
| Net Debt / EBITDA | -- | -- |
Dividends
Dividend Yield (TTM)
Both Interactive Brokers (IBKR) at 0.46% and KKR (KKR) at 0.77% 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%
KKR
Financial Services industry group
0.77%
- Max
- 9.77%
- Q3
- 3.92%
- Median
- 1.09%
- KKR
- 0.77%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Both Interactive Brokers (IBKR) at 12.79% and KKR (KKR) at 23.96% 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%
KKR
Financial Services industry group
23.96%
- Max
- 241.07%
- Q3
- 97.36%
- Median
- 25.77%
- KKR
- 23.96%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | IBKR | KKR |
|---|---|---|
| Dividend Yield (TTM) | 0.46% | 0.77% |
| Dividend Payout Ratio (TTM) | 12.79% | 23.96% |
Valuation
P/E Ratio (TTM)
Both Interactive Brokers (IBKR) at 28.94 and KKR (KKR) at 30.82 sit in the richer earnings-multiple quartile for P/E ratio, so investors are paying more for TTM earnings than they pay for typical peers.
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
KKR
Financial Services industry group
30.82
- Max
- 45.85
- KKR
- 30.82
- Q3
- 24.64
- Median
- 15.37
- Q1
- 9.68
- Min
- 0.16
P/S Ratio (TTM)
KKR (KKR) at 3.45 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
KKR
Financial Services industry group
3.45
- Max
- 9.23
- Q3
- 4.57
- KKR
- 3.45
- Median
- 2.72
- Q1
- 1.28
- Min
- -0.55
P/B Ratio (MRQ)
KKR (KKR) at 3.04 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
KKR
Financial Services industry group
3.04
- Max
- 7.79
- Q3
- 3.63
- KKR
- 3.04
- Median
- 1.57
- Q1
- 0.81
- Min
- -0.39
Valuation Metrics
| Metric | IBKR | KKR |
|---|---|---|
| P/E Ratio (TTM) | 28.94 | 30.82 |
| P/S Ratio (TTM) | 18.30 | 3.45 |
| P/B Ratio (MRQ) | 5.53 | 3.04 |
| Free Cash Flow Yield (TTM) | -- | -- |