IBKR vs. MA: Interactive Brokers vs. Mastercard Stock Comparison
How do Interactive Brokers (IBKR) and Mastercard (MA) 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 Mastercard (MA) both fall under the Financial Services industry group, but IBKR is classified in Capital Markets while MA is classified in Financial Services.
| Profile Item | IBKR | MA |
|---|---|---|
| Name | Interactive Brokers Group, Inc. Class A Common Stock | Mastercard Inc. Class A Common Stock |
| Country/Region | United States | United States |
| GICS Sector | Financials | Financials |
| GICS Industry Group | Financial Services | Financial Services |
| GICS Industry | Capital Markets | Financial Services |
| GICS Sub-Industry | Investment Banking & Brokerage | Transaction & Payment Processing Services |
| Market Capitalization | 129.19 billion USD | 568.62 billion USD |
| Currency | USD | USD |
| Exchange | Nasdaq | NYSE |
| Listing Date | May 4, 2007 | May 25, 2006 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | IBKR | MA |
|---|---|---|
| Total Return (1Y) | 11.53% | 20.00% |
| Total Return (3Y, Annualized) | 57.15% | 19.98% |
| Total Return (5Y, Annualized) | 34.54% | 14.49% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | IBKR | MA |
|---|---|---|
| Volatility (1Y, Annualized) | 40.72% | 23.57% |
| Beta (5Y) | 1.37 | 0.76 |
| Max Drawdown (5Y) | -38.66% | -28.25% |
| Avg. Volume (3M) | 4.24M | 2.98M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | IBKR | MA |
|---|---|---|
| Sharpe Ratio (1Y) | 0.18 | 0.67 |
| Sortino Ratio (1Y) | 0.26 | 1.00 |
Profitability
ROE (TTM)
Both companies show strong equity returns, but Mastercard (MA) at 231.37% is the standout with ROE above its industry range; Interactive Brokers (IBKR) at 23.67% also sits in the top quartile.
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%
MA
Financial Services industry group
231.37%
- MA
- 231.37%
- Max
- 44.78%
- Q3
- 21.85%
- Median
- 12.91%
- Q1
- 4.48%
- Min
- -18.71%
Net Margin (TTM)
Mastercard (MA) at 46.73% retains a top-quartile share of revenue as profit, ahead of Interactive Brokers (IBKR) at 16.68%, which keeps about the industry-typical share.
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%
MA
Financial Services industry group
46.73%
- Max
- 62.84%
- MA
- 46.73%
- Q3
- 28.05%
- Median
- 15.36%
- Q1
- 4.82%
- Min
- -28.52%
Operating Margin (TTM)
Both Interactive Brokers (IBKR) at 77.70% and Mastercard (MA) at 60.53% convert sales into operating profit at a top-quartile rate, pointing to tighter cost discipline before financing and tax.
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%
MA
Financial Services industry group
60.53%
- Max
- 107.33%
- MA
- 60.53%
- Q3
- 55.90%
- Median
- 30.09%
- Q1
- 14.60%
- Min
- -44.34%
Profitability Metrics
| Metric | IBKR | MA |
|---|---|---|
| ROE (TTM) | 23.67% | 231.37% |
| ROA (TTM) | 2.28% | 24.45% |
| Net Margin (TTM) | 16.68% | 46.73% |
| Operating Margin (TTM) | 77.70% | 60.53% |
| Gross Margin (TTM) | -- | -- |
Growth
Revenue Growth
Both Interactive Brokers (IBKR) at 9.73% and Mastercard (MA) at 16.42% land near their industries' usual revenue growth ranges, so top-line momentum looks broadly in line with peers on both sides.
EPS Growth
Both Interactive Brokers (IBKR) at 28.14% and Mastercard (MA) at 18.93% 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 | MA |
|---|---|---|
| Revenue Growth (YoY) | 9.73% | 16.42% |
| Revenue Growth (3Y CAGR) | 34.60% | 13.82% |
| EPS Growth (YoY) | 28.14% | 18.93% |
| EPS Growth (3Y CAGR) | 33.29% | 17.36% |
Financial Strength
Current Ratio (MRQ)
current ratio doesn’t apply on either side: Interactive Brokers (IBKR) in Financial Services and Mastercard (MA) 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 Mastercard (MA) 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 | MA |
|---|---|---|
| Current Ratio (MRQ) | -- | -- |
| Debt / Equity (MRQ) | -- | -- |
| Net Debt / EBITDA | -- | -- |
Dividends
Dividend Yield (TTM)
Both Interactive Brokers (IBKR) at 0.46% and Mastercard (MA) at 0.53% 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%
MA
Financial Services industry group
0.53%
- Max
- 9.77%
- Q3
- 3.92%
- Median
- 1.09%
- MA
- 0.53%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Both Interactive Brokers (IBKR) at 12.79% and Mastercard (MA) at 17.63% 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%
MA
Financial Services industry group
17.63%
- Max
- 241.07%
- Q3
- 97.36%
- Median
- 25.77%
- MA
- 17.63%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | IBKR | MA |
|---|---|---|
| Dividend Yield (TTM) | 0.46% | 0.53% |
| Dividend Payout Ratio (TTM) | 12.79% | 17.63% |
Valuation
P/E Ratio (TTM)
Both Interactive Brokers (IBKR) at 28.94 and Mastercard (MA) at 34.15 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
MA
Financial Services industry group
34.15
- Max
- 45.85
- MA
- 34.15
- Q3
- 24.64
- Median
- 15.37
- Q1
- 9.68
- Min
- 0.16
P/S Ratio (TTM)
Investors are paying well above the peer range per dollar of sales for both Interactive Brokers (IBKR) at 18.30 and Mastercard (MA) at 15.67 — each P/S ratio clears its industry’s benchmark range.
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
MA
Financial Services industry group
15.67
- MA
- 15.67
- Max
- 9.23
- Q3
- 4.57
- Median
- 2.72
- Q1
- 1.28
- Min
- -0.55
P/B Ratio (MRQ)
Both look rich against book: Interactive Brokers (IBKR) at 5.53 sits in the upper P/B ratio quartile, and Mastercard (MA) at 84.30 prices even higher, above its industry range.
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
MA
Financial Services industry group
84.30
- MA
- 84.30
- Max
- 7.79
- Q3
- 3.63
- Median
- 1.57
- Q1
- 0.81
- Min
- -0.39
Valuation Metrics
| Metric | IBKR | MA |
|---|---|---|
| P/E Ratio (TTM) | 28.94 | 34.15 |
| P/S Ratio (TTM) | 18.30 | 15.67 |
| P/B Ratio (MRQ) | 5.53 | 84.30 |
| Free Cash Flow Yield (TTM) | -- | -- |