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IBKR vs. TROW: Interactive Brokers vs. T. Rowe Price Stock Comparison

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

Company profile comparison for Interactive Brokers (IBKR) and T. Rowe Price (TROW)
Profile ItemIBKRTROW
NameInteractive Brokers Group, Inc. Class A Common StockT. Rowe Price Group Inc.
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 USD23.13 billion USD
CurrencyUSDUSD
ExchangeNasdaqNasdaq
Listing DateMay 4, 2007April 2, 1986
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

IBKR
TROW
GSPC
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Interactive Brokers (IBKR) vs. T. Rowe Price (TROW), 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 T. Rowe Price (TROW). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for Interactive Brokers (IBKR) and T. Rowe Price (TROW). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for Interactive Brokers (IBKR) and T. Rowe Price (TROW)
MetricIBKRTROW
Total Return (1Y)11.53%14.59%
Total Return (3Y, Annualized)57.15%11.26%
Total Return (5Y, Annualized)34.54%-8.60%

Risk Profile

Drawdown History

IBKR
TROW
GSPC
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Interactive Brokers (IBKR) vs. T. Rowe Price (TROW), 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 T. Rowe Price (TROW). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for Interactive Brokers (IBKR) and T. Rowe Price (TROW)
MetricIBKRTROW
Volatility (1Y, Annualized)40.72%24.99%
Beta (5Y)1.371.39
Max Drawdown (5Y)-38.66%-57.57%
Avg. Volume (3M)4.24M1.72M

Risk-Adjusted Performance

Risk-Return Positioning

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IBKR and TROW 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 T. Rowe Price (TROW)
MetricIBKRTROW
Sharpe Ratio (1Y)0.180.41
Sortino Ratio (1Y)0.260.58

Profitability

ROE (TTM)

Interactive Brokers (IBKR) at 23.67% sits in the top ROE quartile, while T. Rowe Price (TROW) at 18.20% 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%

TROW

Financial Services industry group

18.20%

Max
44.78%
Q3
21.85%
TROW
18.20%
Median
12.91%
Q1
4.48%
Min
-18.71%
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Interactive Brokers (IBKR) vs. T. Rowe Price (TROW): A comparison of their ROE against the Financial Services industry group benchmark.

Net Margin (TTM)

T. Rowe Price (TROW) at 28.40% 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%

TROW

Financial Services industry group

28.40%

Max
62.84%
TROW
28.40%
Q3
28.05%
Median
15.36%
Q1
4.82%
Min
-28.52%
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Interactive Brokers (IBKR) vs. T. Rowe Price (TROW): 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 T. Rowe Price (TROW) at 38.60%, 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%

TROW

Financial Services industry group

38.60%

Max
107.33%
Q3
55.90%
TROW
38.60%
Median
30.09%
Q1
14.60%
Min
-44.34%
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Interactive Brokers (IBKR) vs. T. Rowe Price (TROW): A comparison of their operating margin against the Financial Services industry group benchmark.

Profitability Metrics

Profitability metrics for Interactive Brokers (IBKR) and T. Rowe Price (TROW)
MetricIBKRTROW
ROE (TTM)23.67%18.20%
ROA (TTM)2.28%10.67%
Net Margin (TTM)16.68%28.40%
Operating Margin (TTM)77.70%38.60%
Gross Margin (TTM)----

Growth

Revenue Growth

Both Interactive Brokers (IBKR) at 9.73% and T. Rowe Price (TROW) at 3.12% 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. T. Rowe Price (TROW): A comparison of their Revenue Growth across different time periods.

EPS Growth

Both Interactive Brokers (IBKR) at 28.14% and T. Rowe Price (TROW) at 0.98% land near their industries' usual EPS growth ranges, so bottom-line momentum looks broadly in line with peers on both sides.

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Interactive Brokers (IBKR) vs. T. Rowe Price (TROW): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for Interactive Brokers (IBKR) and T. Rowe Price (TROW)
MetricIBKRTROW
Revenue Growth (YoY)9.73%3.12%
Revenue Growth (3Y CAGR)34.60%4.08%
EPS Growth (YoY)28.14%0.98%
EPS Growth (3Y CAGR)33.29%11.31%

Financial Strength

Current Ratio (MRQ)

current ratio doesn’t apply on either side: Interactive Brokers (IBKR) in Financial Services and T. Rowe Price (TROW) 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 T. Rowe Price (TROW) 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 T. Rowe Price (TROW)
MetricIBKRTROW
Current Ratio (MRQ)----
Debt / Equity (MRQ)----
Net Debt / EBITDA----

Dividends

Dividend Yield (TTM)

T. Rowe Price (TROW) at 4.76% delivers top-quartile income for its industry, while Interactive Brokers (IBKR) at 0.46% pays a more typical yield — both are credible income propositions, TROW 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%

TROW

Financial Services industry group

4.76%

Max
9.77%
TROW
4.76%
Q3
3.92%
Median
1.09%
Q1
0.00%
Min
0.00%
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Interactive Brokers (IBKR) vs. T. Rowe Price (TROW): 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 T. Rowe Price (TROW) at 52.33% 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%

TROW

Financial Services industry group

52.33%

Max
241.07%
Q3
97.36%
TROW
52.33%
Median
25.77%
Q1
0.00%
Min
0.00%
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Interactive Brokers (IBKR) vs. T. Rowe Price (TROW): A comparison of their payout ratio against the Financial Services industry group benchmark.

Dividend Metrics

Dividend metrics for Interactive Brokers (IBKR) and T. Rowe Price (TROW)
MetricIBKRTROW
Dividend Yield (TTM)0.46%4.76%
Dividend Payout Ratio (TTM)12.79%52.33%

Valuation

P/E Ratio (TTM)

T. Rowe Price (TROW) at 10.97 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

TROW

Financial Services industry group

10.97

Max
45.85
Q3
24.64
Median
15.37
TROW
10.97
Q1
9.68
Min
0.16
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Interactive Brokers (IBKR) vs. T. Rowe Price (TROW): A comparison of their P/E ratio against the Financial Services industry group benchmark.

P/S Ratio (TTM)

T. Rowe Price (TROW) at 3.00 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

TROW

Financial Services industry group

3.00

Max
9.23
Q3
4.57
TROW
3.00
Median
2.72
Q1
1.28
Min
-0.55
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Interactive Brokers (IBKR) vs. T. Rowe Price (TROW): A comparison of their P/S ratio against the Financial Services industry group benchmark.

P/B Ratio (MRQ)

T. Rowe Price (TROW) at 2.03 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

TROW

Financial Services industry group

2.03

Max
7.79
Q3
3.63
TROW
2.03
Median
1.57
Q1
0.81
Min
-0.39
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Interactive Brokers (IBKR) vs. T. Rowe Price (TROW): A comparison of their P/B ratio against the Financial Services industry group benchmark.

Valuation Metrics

Valuation metrics for Interactive Brokers (IBKR) and T. Rowe Price (TROW)
MetricIBKRTROW
P/E Ratio (TTM)28.9410.97
P/S Ratio (TTM)18.303.00
P/B Ratio (MRQ)5.532.03
Free Cash Flow Yield (TTM)----