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Interactive Brokers (IBKR) vs. Charles Schwab (SCHW)

This page compares Interactive Brokers (IBKR) with Charles Schwab (SCHW) using performance and risk, profitability, financial strength, growth, dividends, and valuation metrics.

Company Profile

Interactive Brokers (IBKR) and Charles Schwab (SCHW) are both classified in the Investment Banking & Brokerage sub-industry within the broader Capital Markets industry, placing them in the closest GICS peer bucket.

SymbolIBKRSCHW
NameInteractive Brokers Group Inc.Charles Schwab Corporation
Country/RegionUnited StatesUnited States
GICS SectorFinancialsFinancials
GICS Industry GroupFinancial ServicesFinancial Services
GICS IndustryCapital MarketsCapital Markets
GICS Sub-IndustryInvestment Banking & BrokerageInvestment Banking & Brokerage
Market Capitalization146.43 billion USD154.38 billion USD
CurrencyUSDUSD
ExchangeNasdaqNYSE
Listing DateMay 4, 2007September 22, 1987
Security TypeCommon StockCommon Stock

Valuation

Price-to-Earnings Ratio (TTM)

Charles Schwab (SCHW) at 17.65 carries typical industry Price-to-Earnings Ratio (TTM), while Interactive Brokers (IBKR) at 37.05 sits in the higher-multiple quartile — IBKR carries a higher trailing earnings multiple relative to peers.

IBKR

Financial Services industry group

37.05

Max
43.80
Q3
25.29
Median
14.39
Q1
8.82
Min
0.57

SCHW

Financial Services industry group

17.65

Max
43.80
Q3
25.29
Median
14.39
Q1
8.82
Min
0.57
Interactive Brokers (IBKR) vs. Charles Schwab (SCHW): A comparison of their Price-to-Earnings Ratio (TTM) against the Financial Services industry group benchmark.

Price-to-Sales Ratio (TTM)

Both look expensive on sales: Charles Schwab (SCHW) at 6.22 sits in the upper Price-to-Sales Ratio (TTM) quartile, and Interactive Brokers (IBKR) at 22.72 prices even higher, above its industry range.

IBKR

Financial Services industry group

22.72

Max
9.18
Q3
4.75
Median
2.81
Q1
1.45
Min
-1.07

SCHW

Financial Services industry group

6.22

Max
9.18
Q3
4.75
Median
2.81
Q1
1.45
Min
-1.07
Interactive Brokers (IBKR) vs. Charles Schwab (SCHW): A comparison of their Price-to-Sales Ratio (TTM) against the Financial Services industry group benchmark.

Price-to-Book Ratio (MRQ)

Both Interactive Brokers (IBKR) at 6.89 and Charles Schwab (SCHW) at 3.63 carry a premium to book value versus peers, sitting in the upper Price-to-Book Ratio (MRQ) quartile of their industries.

IBKR

Financial Services industry group

6.89

Max
7.05
Q3
3.45
Median
1.59
Q1
0.91
Min
0.00

SCHW

Financial Services industry group

3.63

Max
7.05
Q3
3.45
Median
1.59
Q1
0.91
Min
0.00
Interactive Brokers (IBKR) vs. Charles Schwab (SCHW): A comparison of their Price-to-Book Ratio (MRQ) against the Financial Services industry group benchmark.

Valuation at a Glance

SymbolIBKRSCHW
Price-to-Earnings Ratio (TTM)37.0517.65
Price-to-Sales Ratio (TTM)22.726.22
Price-to-Book Ratio (MRQ)6.893.63
Free Cash Flow Yield----

Profitability

Return on Equity (TTM)

Interactive Brokers (IBKR) at 23.56% ranks in the top quartile for Return on Equity (TTM), ahead of Charles Schwab (SCHW) at 19.08%, which sits closer to the industry mid-range.

IBKR

Financial Services industry group

23.56%

Max
42.17%
Q3
21.38%
Median
12.17%
Q1
4.99%
Min
-18.74%

SCHW

Financial Services industry group

19.08%

Max
42.17%
Q3
21.38%
Median
12.17%
Q1
4.99%
Min
-18.74%
Interactive Brokers (IBKR) vs. Charles Schwab (SCHW): A comparison of their Return on Equity (TTM) against the Financial Services industry group benchmark.

Net Profit Margin (TTM)

Charles Schwab (SCHW) at 37.99% retains a top-quartile share of revenue as profit, ahead of Interactive Brokers (IBKR) at 16.11%, which keeps about the industry-typical share.

IBKR

Financial Services industry group

16.11%

Max
66.55%
Q3
30.38%
Median
16.50%
Q1
4.42%
Min
-26.88%

SCHW

Financial Services industry group

37.99%

Max
66.55%
Q3
30.38%
Median
16.50%
Q1
4.42%
Min
-26.88%
Interactive Brokers (IBKR) vs. Charles Schwab (SCHW): A comparison of their Net Profit Margin (TTM) against the Financial Services industry group benchmark.

Operating Profit Margin (TTM)

Interactive Brokers (IBKR) at 76.81% operates in the top Operating Profit Margin (TTM) quartile, ahead of Charles Schwab (SCHW) at 49.35%, which runs around its industry’s norm.

IBKR

Financial Services industry group

76.81%

Max
95.95%
Q3
49.68%
Median
27.03%
Q1
12.12%
Min
-36.26%

SCHW

Financial Services industry group

49.35%

Max
95.95%
Q3
49.68%
Median
27.03%
Q1
12.12%
Min
-36.26%
Interactive Brokers (IBKR) vs. Charles Schwab (SCHW): A comparison of their Operating Profit Margin (TTM) against the Financial Services industry group benchmark.

Profitability at a Glance

SymbolIBKRSCHW
Return on Equity (TTM)23.56%19.08%
Return on Assets (TTM)2.43%1.97%
Net Profit Margin (TTM)16.11%37.99%
Operating Profit Margin (TTM)76.81%49.35%
Gross Profit Margin (TTM)93.02%97.46%

Growth

Revenue Growth

Interactive Brokers (IBKR) vs. Charles Schwab (SCHW): A comparison of their Revenue Growth across different time periods.

Revenue Growth at a Glance

SymbolIBKRSCHW
1-Year Revenue Growth9.73%22.01%
3-Year Revenue CAGR34.60%4.83%

EPS Growth

Interactive Brokers (IBKR) vs. Charles Schwab (SCHW): A comparison of their EPS Growth across different time periods.

EPS Growth at a Glance

SymbolIBKRSCHW
1-Year EPS Growth28.14%55.52%
3-Year EPS CAGR33.29%9.93%

Financial Strength

Current Ratio (MRQ)

Current Ratio (MRQ) isn’t a meaningful figure for either Interactive Brokers (IBKR) in Financial Services or Charles Schwab (SCHW) in Financial Services under our convention.

IBKR

Financial Services industry group

1.10

Max
8.56
Q3
4.17
Median
1.79
Q1
1.11
Min
0.05

SCHW

Financial Services industry group

0.63

Max
8.56
Q3
4.17
Median
1.79
Q1
1.11
Min
0.05
Interactive Brokers (IBKR) vs. Charles Schwab (SCHW): A comparison of their Current Ratio (MRQ) against the Financial Services industry group benchmark.

Debt-to-Equity Ratio (MRQ)

Debt-to-Equity Ratio (MRQ) isn’t a meaningful figure for either Interactive Brokers (IBKR) in Financial Services or Charles Schwab (SCHW) in Financial Services under our convention.

IBKR

Financial Services industry group

1.52

Max
6.26
Q3
2.78
Median
1.19
Q1
0.34
Min
0.00

SCHW

Financial Services industry group

1.21

Max
6.26
Q3
2.78
Median
1.19
Q1
0.34
Min
0.00
Interactive Brokers (IBKR) vs. Charles Schwab (SCHW): A comparison of their Debt-to-Equity Ratio (MRQ) against the Financial Services industry group benchmark.

Financial Strength at a Glance

SymbolIBKRSCHW
Current Ratio (MRQ)1.100.63
Debt-to-Equity Ratio (MRQ)1.521.21
Net Debt / EBITDA----

Dividends

Dividend Yield (TTM)

Both Interactive Brokers (IBKR) at 0.41% and Charles Schwab (SCHW) at 1.44% report Dividend Yield (TTM) near their industry mid-ranges, so neither company stands out strongly from peers on cash yield relative to share price.

IBKR

Financial Services industry group

0.41%

Max
18.54%
Q3
7.66%
Median
1.92%
Q1
0.00%
Min
0.00%

SCHW

Financial Services industry group

1.44%

Max
18.54%
Q3
7.66%
Median
1.92%
Q1
0.00%
Min
0.00%
Interactive Brokers (IBKR) vs. Charles Schwab (SCHW): A comparison of their Dividend Yield (TTM) against the Financial Services industry group benchmark.

Dividend Payout Ratio (TTM)

Both Interactive Brokers (IBKR) at 13.73% and Charles Schwab (SCHW) at 22.47% maintain Dividend Payout Ratio (TTM) around their industries’ median — balanced dividend policy on both sides, returning cash while leaving part of reported earnings available for reinvestment or balance-sheet flexibility.

IBKR

Financial Services industry group

13.73%

Max
228.57%
Q3
95.64%
Median
25.37%
Q1
0.00%
Min
0.00%

SCHW

Financial Services industry group

22.47%

Max
228.57%
Q3
95.64%
Median
25.37%
Q1
0.00%
Min
0.00%
Interactive Brokers (IBKR) vs. Charles Schwab (SCHW): A comparison of their Dividend Payout Ratio (TTM) against the Financial Services industry group benchmark.

Dividends at a Glance

SymbolIBKRSCHW
Dividend Yield (TTM)0.41%1.44%
Dividend Payout Ratio (TTM)13.73%22.47%

Performance & Risk

IBKR
SCHW
Loading price history…
Interactive Brokers (IBKR) vs. Charles Schwab (SCHW): Growth of a $10,000 investment over the past five years. Adjusted for dividends and splits.

Performance & Risk at a Glance

SymbolIBKRSCHW
1-Year Return65.70%1.07%
1-Year Volatility37.53%24.09%
Beta1.320.77
3-Month Avg. Volume4.96M10.63M