IBKR vs. LPLA: Interactive Brokers vs. LPL Financial Stock Comparison
How do Interactive Brokers (IBKR) and LPL Financial (LPLA) 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 LPL Financial (LPLA) are both classified in the Investment Banking & Brokerage sub-industry within the broader Capital Markets industry, placing them in the closest GICS peer bucket.
| Profile Item | IBKR | LPLA |
|---|---|---|
| Name | Interactive Brokers Group, Inc. Class A Common Stock | LPL Financial Holdings 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 | Investment Banking & Brokerage |
| Market Capitalization | 129.19 billion USD | 23.01 billion USD |
| Currency | USD | USD |
| Exchange | Nasdaq | Nasdaq |
| Listing Date | May 4, 2007 | November 18, 2010 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | IBKR | LPLA |
|---|---|---|
| Total Return (1Y) | 11.53% | -17.27% |
| Total Return (3Y, Annualized) | 57.15% | 11.10% |
| Total Return (5Y, Annualized) | 34.54% | 13.92% |
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 LPL Financial (LPLA) is defensive at 0.52 and tends to be less market-sensitive — they sit on opposite ends of the beta spectrum.
| Metric | IBKR | LPLA |
|---|---|---|
| Volatility (1Y, Annualized) | 40.72% | 39.22% |
| Beta (5Y) | 1.37 | 0.52 |
| Max Drawdown (5Y) | -38.66% | -33.18% |
| Avg. Volume (3M) | 4.24M | 855.76K |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | IBKR | LPLA |
|---|---|---|
| Sharpe Ratio (1Y) | 0.18 | -0.55 |
| Sortino Ratio (1Y) | 0.26 | -0.70 |
Profitability
ROE (TTM)
Both Interactive Brokers (IBKR) at 23.67% and LPL Financial (LPLA) at 25.66% sit in the top peer quartile for ROE, suggesting each generates more profit from shareholders’ equity than typical industry peers.
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%
LPLA
Financial Services industry group
25.66%
- Max
- 44.78%
- LPLA
- 25.66%
- Q3
- 21.85%
- Median
- 12.91%
- Q1
- 4.48%
- Min
- -18.71%
Net Margin (TTM)
Both Interactive Brokers (IBKR) at 16.68% and LPL Financial (LPLA) at 6.97% 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%
LPLA
Financial Services industry group
6.97%
- Max
- 62.84%
- Q3
- 28.05%
- Median
- 15.36%
- LPLA
- 6.97%
- Q1
- 4.82%
- Min
- -28.52%
Operating Margin (TTM)
Interactive Brokers (IBKR) at 77.70% carries a top-quartile operating margin, while LPL Financial (LPLA) at 10.85% operates in the bottom quartile.
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%
LPLA
Financial Services industry group
10.85%
- Max
- 107.33%
- Q3
- 55.90%
- Median
- 30.09%
- Q1
- 14.60%
- LPLA
- 10.85%
- Min
- -44.34%
Profitability Metrics
| Metric | IBKR | LPLA |
|---|---|---|
| ROE (TTM) | 23.67% | 25.66% |
| ROA (TTM) | 2.28% | 7.35% |
| Net Margin (TTM) | 16.68% | 6.97% |
| Operating Margin (TTM) | 77.70% | 10.85% |
| Gross Margin (TTM) | -- | -- |
Growth
Revenue Growth
LPL Financial (LPLA) at 37.18% sits in the top revenue growth quartile, while Interactive Brokers (IBKR) at 9.73% is closer to the peer norm — faster top-line expansion for LPLA.
EPS Growth
Both Interactive Brokers (IBKR) at 28.14% and LPL Financial (LPLA) at -22.17% land near their industries' usual EPS growth ranges, so bottom-line momentum looks broadly in line with peers on both sides.
Growth Metrics
| Metric | IBKR | LPLA |
|---|---|---|
| Revenue Growth (YoY) | 9.73% | 37.18% |
| Revenue Growth (3Y CAGR) | 34.60% | 25.47% |
| EPS Growth (YoY) | 28.14% | -22.17% |
| EPS Growth (3Y CAGR) | 33.29% | 1.64% |
Financial Strength
Current Ratio (MRQ)
current ratio doesn’t apply on either side: Interactive Brokers (IBKR) in Financial Services and LPL Financial (LPLA) 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 LPL Financial (LPLA) 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 | LPLA |
|---|---|---|
| Current Ratio (MRQ) | -- | -- |
| Debt / Equity (MRQ) | -- | -- |
| Net Debt / EBITDA | -- | -- |
Dividends
Dividend Yield (TTM)
Both Interactive Brokers (IBKR) at 0.46% and LPL Financial (LPLA) at 0.40% 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%
LPLA
Financial Services industry group
0.40%
- Max
- 9.77%
- Q3
- 3.92%
- Median
- 1.09%
- LPLA
- 0.40%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Both Interactive Brokers (IBKR) at 12.79% and LPL Financial (LPLA) at 6.88% 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%
LPLA
Financial Services industry group
6.88%
- Max
- 241.07%
- Q3
- 97.36%
- Median
- 25.77%
- LPLA
- 6.88%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | IBKR | LPLA |
|---|---|---|
| Dividend Yield (TTM) | 0.46% | 0.40% |
| Dividend Payout Ratio (TTM) | 12.79% | 6.88% |
Valuation
P/E Ratio (TTM)
LPL Financial (LPLA) at 16.93 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.
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
LPLA
Financial Services industry group
16.93
- Max
- 45.85
- Q3
- 24.64
- LPLA
- 16.93
- Median
- 15.37
- Q1
- 9.68
- Min
- 0.16
P/S Ratio (TTM)
LPL Financial (LPLA) at 1.15 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
LPLA
Financial Services industry group
1.15
- Max
- 9.23
- Q3
- 4.57
- Median
- 2.72
- Q1
- 1.28
- LPLA
- 1.15
- Min
- -0.55
P/B Ratio (MRQ)
Both Interactive Brokers (IBKR) at 5.53 and LPL Financial (LPLA) at 3.98 carry a premium to book value versus peers, sitting in the upper P/B ratio quartile of their industries.
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
LPLA
Financial Services industry group
3.98
- Max
- 7.79
- LPLA
- 3.98
- Q3
- 3.63
- Median
- 1.57
- Q1
- 0.81
- Min
- -0.39
Valuation Metrics
| Metric | IBKR | LPLA |
|---|---|---|
| P/E Ratio (TTM) | 28.94 | 16.93 |
| P/S Ratio (TTM) | 18.30 | 1.15 |
| P/B Ratio (MRQ) | 5.53 | 3.98 |
| Free Cash Flow Yield (TTM) | -- | -- |