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IBKR vs. NDAQ: Interactive Brokers vs. Nasdaq Stock Comparison

How do Interactive Brokers (IBKR) and Nasdaq (NDAQ) 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 Nasdaq (NDAQ) both belong to the Capital Markets industry, though IBKR is classified under Investment Banking & Brokerage while NDAQ falls under Financial Exchanges & Data.

Company profile comparison for Interactive Brokers (IBKR) and Nasdaq (NDAQ)
Profile ItemIBKRNDAQ
NameInteractive Brokers Group, Inc. Class A Common StockNasdaq, Inc. Common Stock
Country/RegionUnited StatesUnited States
GICS SectorFinancialsFinancials
GICS Industry GroupFinancial ServicesFinancial Services
GICS IndustryCapital MarketsCapital Markets
GICS Sub-IndustryInvestment Banking & BrokerageFinancial Exchanges & Data
Market Capitalization129.19 billion USD59.88 billion USD
CurrencyUSDUSD
ExchangeNasdaqNasdaq
Listing DateMay 4, 2007July 1, 2002
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

IBKR
NDAQ
GSPC
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Interactive Brokers (IBKR) vs. Nasdaq (NDAQ), with S&P 500 (GSPC) for reference: Growth of a $10,000 investment over the past five years. Adjusted for dividends and splits.

Trailing Returns

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Trailing total returns for Interactive Brokers (IBKR) and Nasdaq (NDAQ). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for Interactive Brokers (IBKR) and Nasdaq (NDAQ). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for Interactive Brokers (IBKR) and Nasdaq (NDAQ)
MetricIBKRNDAQ
Total Return (1Y)11.53%26.55%
Total Return (3Y, Annualized)57.15%30.18%
Total Return (5Y, Annualized)34.54%10.68%

Risk Profile

Drawdown History

IBKR
NDAQ
GSPC
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Interactive Brokers (IBKR) vs. Nasdaq (NDAQ), with S&P 500 (GSPC) for reference: Drawdown from the running peak over the past five years. Each line shows the decline from its prior peak; 0% marks a new high.

Return Distribution

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Distribution of monthly total returns for Interactive Brokers (IBKR) and Nasdaq (NDAQ). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for Interactive Brokers (IBKR) and Nasdaq (NDAQ)
MetricIBKRNDAQ
Volatility (1Y, Annualized)40.72%28.74%
Beta (5Y)1.370.94
Max Drawdown (5Y)-38.66%-32.57%
Avg. Volume (3M)4.24M3.13M

Risk-Adjusted Performance

Risk-Return Positioning

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IBKR and NDAQ are plotted by 1-year volatility (risk) and 1-year return. The dashed Capital Allocation Line runs from the risk-free rate through the shared industry median.

Risk-Adjusted Metrics

Risk-adjusted metrics for Interactive Brokers (IBKR) and Nasdaq (NDAQ)
MetricIBKRNDAQ
Sharpe Ratio (1Y)0.180.77
Sortino Ratio (1Y)0.261.09

Profitability

ROE (TTM)

Interactive Brokers (IBKR) at 23.67% sits in the top ROE quartile, while Nasdaq (NDAQ) at 17.33% 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%

NDAQ

Financial Services industry group

17.33%

Max
44.78%
Q3
21.85%
NDAQ
17.33%
Median
12.91%
Q1
4.48%
Min
-18.71%
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Interactive Brokers (IBKR) vs. Nasdaq (NDAQ): A comparison of their ROE against the Financial Services industry group benchmark.

Net Margin (TTM)

Nasdaq (NDAQ) at 36.06% 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%

NDAQ

Financial Services industry group

36.06%

Max
62.84%
NDAQ
36.06%
Q3
28.05%
Median
15.36%
Q1
4.82%
Min
-28.52%
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Interactive Brokers (IBKR) vs. Nasdaq (NDAQ): A comparison of their net margin against the Financial Services industry group benchmark.

Operating Margin (TTM)

Interactive Brokers (IBKR) at 77.70% operates in the top operating margin quartile, ahead of Nasdaq (NDAQ) at 50.57%, 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%

NDAQ

Financial Services industry group

50.57%

Max
107.33%
Q3
55.90%
NDAQ
50.57%
Median
30.09%
Q1
14.60%
Min
-44.34%
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Interactive Brokers (IBKR) vs. Nasdaq (NDAQ): A comparison of their operating margin against the Financial Services industry group benchmark.

Profitability Metrics

Profitability metrics for Interactive Brokers (IBKR) and Nasdaq (NDAQ)
MetricIBKRNDAQ
ROE (TTM)23.67%17.33%
ROA (TTM)2.28%6.10%
Net Margin (TTM)16.68%36.06%
Operating Margin (TTM)77.70%50.57%
Gross Margin (TTM)----

Growth

Revenue Growth

Both Interactive Brokers (IBKR) at 9.73% and Nasdaq (NDAQ) at 11.65% land near their industries' usual revenue growth ranges, so top-line momentum looks broadly in line with peers on both sides.

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Interactive Brokers (IBKR) vs. Nasdaq (NDAQ): A comparison of their Revenue Growth across different time periods.

EPS Growth

Nasdaq (NDAQ) at 60.10% sits in the top EPS growth quartile, while Interactive Brokers (IBKR) at 28.14% is closer to the peer norm — faster per-share earnings growth for NDAQ.

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Interactive Brokers (IBKR) vs. Nasdaq (NDAQ): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for Interactive Brokers (IBKR) and Nasdaq (NDAQ)
MetricIBKRNDAQ
Revenue Growth (YoY)9.73%11.65%
Revenue Growth (3Y CAGR)34.60%9.89%
EPS Growth (YoY)28.14%60.10%
EPS Growth (3Y CAGR)33.29%10.99%

Financial Strength

Current Ratio (MRQ)

current ratio doesn’t apply on either side: Interactive Brokers (IBKR) in Financial Services and Nasdaq (NDAQ) 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 Nasdaq (NDAQ) 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

Financial strength metrics for Interactive Brokers (IBKR) and Nasdaq (NDAQ)
MetricIBKRNDAQ
Current Ratio (MRQ)----
Debt / Equity (MRQ)----
Net Debt / EBITDA----

Dividends

Dividend Yield (TTM)

Both Interactive Brokers (IBKR) at 0.46% and Nasdaq (NDAQ) at 1.09% 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%

NDAQ

Financial Services industry group

1.09%

Max
9.77%
Q3
3.92%
Median
1.09%
NDAQ
1.09%
Q1
0.00%
Min
0.00%
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Interactive Brokers (IBKR) vs. Nasdaq (NDAQ): A comparison of their dividend yield against the Financial Services industry group benchmark.

Dividend Payout Ratio (TTM)

Both Interactive Brokers (IBKR) at 12.79% and Nasdaq (NDAQ) at 31.69% 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%

NDAQ

Financial Services industry group

31.69%

Max
241.07%
Q3
97.36%
NDAQ
31.69%
Median
25.77%
Q1
0.00%
Min
0.00%
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Interactive Brokers (IBKR) vs. Nasdaq (NDAQ): A comparison of their payout ratio against the Financial Services industry group benchmark.

Dividend Metrics

Dividend metrics for Interactive Brokers (IBKR) and Nasdaq (NDAQ)
MetricIBKRNDAQ
Dividend Yield (TTM)0.46%1.09%
Dividend Payout Ratio (TTM)12.79%31.69%

Valuation

P/E Ratio (TTM)

Both Interactive Brokers (IBKR) at 28.94 and Nasdaq (NDAQ) at 29.27 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

NDAQ

Financial Services industry group

29.27

Max
45.85
NDAQ
29.27
Q3
24.64
Median
15.37
Q1
9.68
Min
0.16
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Interactive Brokers (IBKR) vs. Nasdaq (NDAQ): A comparison of their P/E ratio against the Financial Services industry group benchmark.

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 Nasdaq (NDAQ) at 10.36 — 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

NDAQ

Financial Services industry group

10.36

NDAQ
10.36
Max
9.23
Q3
4.57
Median
2.72
Q1
1.28
Min
-0.55
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Interactive Brokers (IBKR) vs. Nasdaq (NDAQ): A comparison of their P/S ratio against the Financial Services industry group benchmark.

P/B Ratio (MRQ)

Both Interactive Brokers (IBKR) at 5.53 and Nasdaq (NDAQ) at 4.99 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

NDAQ

Financial Services industry group

4.99

Max
7.79
NDAQ
4.99
Q3
3.63
Median
1.57
Q1
0.81
Min
-0.39
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Interactive Brokers (IBKR) vs. Nasdaq (NDAQ): A comparison of their P/B ratio against the Financial Services industry group benchmark.

Valuation Metrics

Valuation metrics for Interactive Brokers (IBKR) and Nasdaq (NDAQ)
MetricIBKRNDAQ
P/E Ratio (TTM)28.9429.27
P/S Ratio (TTM)18.3010.36
P/B Ratio (MRQ)5.534.99
Free Cash Flow Yield (TTM)----