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IBKR vs. OWL: Interactive Brokers vs. Blue Owl Capital Stock Comparison

How do Interactive Brokers (IBKR) and Blue Owl Capital (OWL) 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 Blue Owl Capital (OWL) both belong to the Capital Markets industry, though IBKR is classified under Investment Banking & Brokerage while OWL falls under Asset Management & Custody Banks.

Company profile comparison for Interactive Brokers (IBKR) and Blue Owl Capital (OWL)
Profile ItemIBKROWL
NameInteractive Brokers Group, Inc. Class A Common StockBlue Owl Capital Inc. Class A Common Stock
Country/RegionUnited StatesUnited States
GICS SectorFinancialsFinancials
GICS Industry GroupFinancial ServicesFinancial Services
GICS IndustryCapital MarketsCapital Markets
GICS Sub-IndustryInvestment Banking & BrokerageAsset Management & Custody Banks
Market Capitalization129.19 billion USD15.48 billion USD
CurrencyUSDUSD
ExchangeNasdaqNYSE
Listing DateMay 4, 2007December 14, 2020
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

IBKR
OWL
GSPC
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Interactive Brokers (IBKR) vs. Blue Owl Capital (OWL), 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 Blue Owl Capital (OWL). Returns over one year are annualized.

Calendar-Year Returns

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

Performance Metrics

Price performance metrics for Interactive Brokers (IBKR) and Blue Owl Capital (OWL)
MetricIBKROWL
Total Return (1Y)11.53%-27.51%
Total Return (3Y, Annualized)57.15%-3.02%
Total Return (5Y, Annualized)34.54%-4.22%

Risk Profile

Drawdown History

IBKR
OWL
GSPC
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Interactive Brokers (IBKR) vs. Blue Owl Capital (OWL), 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 Blue Owl Capital (OWL). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for Interactive Brokers (IBKR) and Blue Owl Capital (OWL)
MetricIBKROWL
Volatility (1Y, Annualized)40.72%46.89%
Beta (5Y)1.371.28
Max Drawdown (5Y)-38.66%-67.10%
Avg. Volume (3M)4.24M19.50M

Risk-Adjusted Performance

Risk-Return Positioning

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IBKR and OWL 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 Blue Owl Capital (OWL)
MetricIBKROWL
Sharpe Ratio (1Y)0.18-0.68
Sortino Ratio (1Y)0.26-0.99

Profitability

ROE (TTM)

Interactive Brokers (IBKR) at 23.67% sits in the top ROE quartile, while Blue Owl Capital (OWL) at 6.41% 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%

OWL

Financial Services industry group

6.41%

Max
44.78%
Q3
21.85%
Median
12.91%
OWL
6.41%
Q1
4.48%
Min
-18.71%
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Interactive Brokers (IBKR) vs. Blue Owl Capital (OWL): A comparison of their ROE against the Financial Services industry group benchmark.

Net Margin (TTM)

Interactive Brokers (IBKR) at 16.68% keeps about the industry-typical share of revenue as profit, while Blue Owl Capital (OWL) at 3.08% retains only a bottom-quartile 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%

OWL

Financial Services industry group

3.08%

Max
62.84%
Q3
28.05%
Median
15.36%
Q1
4.82%
OWL
3.08%
Min
-28.52%
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Interactive Brokers (IBKR) vs. Blue Owl Capital (OWL): 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 Blue Owl Capital (OWL) at 31.15%, 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%

OWL

Financial Services industry group

31.15%

Max
107.33%
Q3
55.90%
OWL
31.15%
Median
30.09%
Q1
14.60%
Min
-44.34%
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Interactive Brokers (IBKR) vs. Blue Owl Capital (OWL): A comparison of their operating margin against the Financial Services industry group benchmark.

Profitability Metrics

Profitability metrics for Interactive Brokers (IBKR) and Blue Owl Capital (OWL)
MetricIBKROWL
ROE (TTM)23.67%6.41%
ROA (TTM)2.28%4.69%
Net Margin (TTM)16.68%3.08%
Operating Margin (TTM)77.70%31.15%
Gross Margin (TTM)----

Growth

Revenue Growth

Both Interactive Brokers (IBKR) at 9.73% and Blue Owl Capital (OWL) at 25.04% 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. Blue Owl Capital (OWL): A comparison of their Revenue Growth across different time periods.

EPS Growth

Interactive Brokers (IBKR) at 28.14% is around its peer norm for EPS growth, while Blue Owl Capital (OWL) at -50.00% drops into the bottom quartile, signaling weaker earnings momentum.

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Interactive Brokers (IBKR) vs. Blue Owl Capital (OWL): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for Interactive Brokers (IBKR) and Blue Owl Capital (OWL)
MetricIBKROWL
Revenue Growth (YoY)9.73%25.04%
Revenue Growth (3Y CAGR)34.60%27.97%
EPS Growth (YoY)28.14%-50.00%
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 Blue Owl Capital (OWL) 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 Blue Owl Capital (OWL) 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 Blue Owl Capital (OWL)
MetricIBKROWL
Current Ratio (MRQ)----
Debt / Equity (MRQ)----
Net Debt / EBITDA----

Dividends

Dividend Yield (TTM)

Blue Owl Capital (OWL) at 9.66% delivers top-quartile income for its industry, while Interactive Brokers (IBKR) at 0.46% pays a more typical yield — both are credible income propositions, OWL the richer one.

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%

OWL

Financial Services industry group

9.66%

Max
9.77%
OWL
9.66%
Q3
3.92%
Median
1.09%
Q1
0.00%
Min
0.00%
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Interactive Brokers (IBKR) vs. Blue Owl Capital (OWL): A comparison of their dividend yield against the Financial Services industry group benchmark.

Dividend Payout Ratio (TTM)

Blue Owl Capital (OWL) reports payout ratio above 100% at 650.00%, meaning dividends exceeded current-period earnings and sustainability needs extra context. Meanwhile Interactive Brokers (IBKR) reports 12.79%, ranking against industry peers normally.

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%

OWL

Financial Services industry group

650.00%

OWL
650.00%
Max
241.07%
Q3
97.36%
Median
25.77%
Q1
0.00%
Min
0.00%
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Interactive Brokers (IBKR) vs. Blue Owl Capital (OWL): A comparison of their payout ratio against the Financial Services industry group benchmark.

Dividend Metrics

Dividend metrics for Interactive Brokers (IBKR) and Blue Owl Capital (OWL)
MetricIBKROWL
Dividend Yield (TTM)0.46%9.66%
Dividend Payout Ratio (TTM)12.79%650.00%

Valuation

P/E Ratio (TTM)

Both look expensive on trailing earnings: Interactive Brokers (IBKR) at 28.94 sits in the richer P/E ratio quartile, and Blue Owl Capital (OWL) at 70.14 is richer still, above its industry range.

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

OWL

Financial Services industry group

70.14

OWL
70.14
Max
45.85
Q3
24.64
Median
15.37
Q1
9.68
Min
0.16
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Interactive Brokers (IBKR) vs. Blue Owl Capital (OWL): A comparison of their P/E ratio against the Financial Services industry group benchmark.

P/S Ratio (TTM)

Both look expensive on sales: Blue Owl Capital (OWL) at 5.04 sits in the upper P/S ratio quartile, and Interactive Brokers (IBKR) at 18.30 prices even higher, above its industry 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

OWL

Financial Services industry group

5.04

Max
9.23
OWL
5.04
Q3
4.57
Median
2.72
Q1
1.28
Min
-0.55
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Interactive Brokers (IBKR) vs. Blue Owl Capital (OWL): A comparison of their P/S ratio against the Financial Services industry group benchmark.

P/B Ratio (MRQ)

Blue Owl Capital (OWL) at 3.54 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

OWL

Financial Services industry group

3.54

Max
7.79
Q3
3.63
OWL
3.54
Median
1.57
Q1
0.81
Min
-0.39
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Interactive Brokers (IBKR) vs. Blue Owl Capital (OWL): A comparison of their P/B ratio against the Financial Services industry group benchmark.

Valuation Metrics

Valuation metrics for Interactive Brokers (IBKR) and Blue Owl Capital (OWL)
MetricIBKROWL
P/E Ratio (TTM)28.9470.14
P/S Ratio (TTM)18.305.04
P/B Ratio (MRQ)5.533.54
Free Cash Flow Yield (TTM)----