IBKR vs. RJF: Interactive Brokers vs. Raymond James Financial Stock Comparison
How do Interactive Brokers (IBKR) and Raymond James Financial (RJF) 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 Raymond James Financial (RJF) 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 | RJF |
|---|---|---|
| Name | Interactive Brokers Group, Inc. Class A Common Stock | Raymond James Financial, 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 | 31.28 billion USD |
| Currency | USD | USD |
| Exchange | Nasdaq | NYSE |
| Listing Date | May 4, 2007 | July 1, 1983 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | IBKR | RJF |
|---|---|---|
| Total Return (1Y) | 11.53% | 3.99% |
| Total Return (3Y, Annualized) | 57.15% | 20.73% |
| Total Return (5Y, Annualized) | 34.54% | 12.47% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | IBKR | RJF |
|---|---|---|
| Volatility (1Y, Annualized) | 40.72% | 25.94% |
| Beta (5Y) | 1.37 | 0.91 |
| Max Drawdown (5Y) | -38.66% | -32.11% |
| Avg. Volume (3M) | 4.24M | 1.20M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | IBKR | RJF |
|---|---|---|
| Sharpe Ratio (1Y) | 0.18 | -0.01 |
| Sortino Ratio (1Y) | 0.26 | -0.02 |
Profitability
ROE (TTM)
Interactive Brokers (IBKR) at 23.67% sits in the top ROE quartile, while Raymond James Financial (RJF) at 18.73% 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%
RJF
Financial Services industry group
18.73%
- Max
- 44.78%
- Q3
- 21.85%
- RJF
- 18.73%
- Median
- 12.91%
- Q1
- 4.48%
- Min
- -18.71%
Net Margin (TTM)
Both Interactive Brokers (IBKR) at 16.68% and Raymond James Financial (RJF) at 14.97% 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%
RJF
Financial Services industry group
14.97%
- Max
- 62.84%
- Q3
- 28.05%
- Median
- 15.36%
- RJF
- 14.97%
- Q1
- 4.82%
- Min
- -28.52%
Operating Margin (TTM)
Interactive Brokers (IBKR) at 77.70% operates in the top operating margin quartile, ahead of Raymond James Financial (RJF) at 20.88%, 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%
RJF
Financial Services industry group
20.88%
- Max
- 107.33%
- Q3
- 55.90%
- Median
- 30.09%
- RJF
- 20.88%
- Q1
- 14.60%
- Min
- -44.34%
Profitability Metrics
| Metric | IBKR | RJF |
|---|---|---|
| ROE (TTM) | 23.67% | 18.73% |
| ROA (TTM) | 2.28% | -- |
| Net Margin (TTM) | 16.68% | 14.97% |
| Operating Margin (TTM) | 77.70% | 20.88% |
| Gross Margin (TTM) | -- | -- |
Growth
Revenue Growth
Only one side can be read here: Interactive Brokers (IBKR) reports revenue growth of 9.73%, ranked against its industry; Raymond James Financial (RJF) has no revenue growth figure this period.
EPS Growth
Both Interactive Brokers (IBKR) at 28.14% and Raymond James Financial (RJF) at 15.63% 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 | RJF |
|---|---|---|
| Revenue Growth (YoY) | 9.73% | -- |
| Revenue Growth (3Y CAGR) | 34.60% | -- |
| EPS Growth (YoY) | 28.14% | 15.63% |
| EPS Growth (3Y CAGR) | 33.29% | 14.33% |
Financial Strength
Current Ratio (MRQ)
current ratio doesn’t apply on either side: Interactive Brokers (IBKR) in Financial Services and Raymond James Financial (RJF) 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 Raymond James Financial (RJF) 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 | RJF |
|---|---|---|
| Current Ratio (MRQ) | -- | -- |
| Debt / Equity (MRQ) | -- | -- |
| Net Debt / EBITDA | -- | -- |
Dividends
Dividend Yield (TTM)
Raymond James Financial (RJF) pays no dividend (yield 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile Interactive Brokers (IBKR) reports a yield of 0.46%, ranking against industry peers normally.
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%
RJF
Financial Services industry group
0.00%
- Max
- 9.77%
- Q3
- 3.92%
- Median
- 1.09%
- RJF
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Both Interactive Brokers (IBKR) at 12.79% and Raymond James Financial (RJF) at 18.48% 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%
RJF
Financial Services industry group
18.48%
- Max
- 241.07%
- Q3
- 97.36%
- Median
- 25.77%
- RJF
- 18.48%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | IBKR | RJF |
|---|---|---|
| Dividend Yield (TTM) | 0.46% | 0.00% |
| Dividend Payout Ratio (TTM) | 12.79% | 18.48% |
Valuation
P/E Ratio (TTM)
Raymond James Financial (RJF) at 13.67 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
RJF
Financial Services industry group
13.67
- Max
- 45.85
- Q3
- 24.64
- Median
- 15.37
- RJF
- 13.67
- Q1
- 9.68
- Min
- 0.16
P/S Ratio (TTM)
Raymond James Financial (RJF) at 1.98 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
RJF
Financial Services industry group
1.98
- Max
- 9.23
- Q3
- 4.57
- Median
- 2.72
- RJF
- 1.98
- Q1
- 1.28
- Min
- -0.55
P/B Ratio (MRQ)
Raymond James Financial (RJF) at 2.46 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
RJF
Financial Services industry group
2.46
- Max
- 7.79
- Q3
- 3.63
- RJF
- 2.46
- Median
- 1.57
- Q1
- 0.81
- Min
- -0.39
Valuation Metrics
| Metric | IBKR | RJF |
|---|---|---|
| P/E Ratio (TTM) | 28.94 | 13.67 |
| P/S Ratio (TTM) | 18.30 | 1.98 |
| P/B Ratio (MRQ) | 5.53 | 2.46 |
| Free Cash Flow Yield (TTM) | -- | -- |