IBKR vs. UBS: Interactive Brokers vs. UBS Stock Comparison

November 11, 2026

How do Interactive Brokers (IBKR) and UBS (UBS) 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 UBS (UBS) both belong to the Capital Markets industry, though IBKR is classified under Investment Banking & Brokerage while UBS falls under Diversified Capital Markets.

Company profile comparison for Interactive Brokers (IBKR) and UBS (UBS)
Profile Item	IBKR	UBS
Name	Interactive Brokers Group, Inc. Class A Common Stock	UBS Group AG
Country/Region	United States	Switzerland
GICS Sector	Financials	Financials
GICS Industry Group	Financial Services	Financial Services
GICS Industry	Capital Markets	Capital Markets
GICS Sub-Industry	Investment Banking & Brokerage	Diversified Capital Markets
Market Capitalization	129.19 billion USD	144.79 billion USD
Currency	USD	USD
Exchange	Nasdaq	NYSE
Listing Date	May 4, 2007	May 16, 2000
Security Type	Common Stock	Common Stock

Price Performance

Cumulative Growth

IBKR

UBS

GSPC

Interactive Brokers (IBKR) vs. UBS (UBS), 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 UBS (UBS). Returns over one year are annualized.

Calendar-Year Returns

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

Performance Metrics

Price performance metrics for Interactive Brokers (IBKR) and UBS (UBS)
Metric	IBKR	UBS
Total Return (1Y)	11.53%	30.78%
Total Return (3Y, Annualized)	57.15%	29.39%
Total Return (5Y, Annualized)	34.54%	25.00%

Risk Profile

Drawdown History

IBKR

UBS

GSPC

Interactive Brokers (IBKR) vs. UBS (UBS), 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 UBS (UBS). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for Interactive Brokers (IBKR) and UBS (UBS)
Metric	IBKR	UBS
Volatility (1Y, Annualized)	40.72%	27.78%
Beta (5Y)	1.37	1.15
Max Drawdown (5Y)	-38.66%	-32.48%
Avg. Volume (3M)	4.24M	1.93M

Risk-Adjusted Performance

Risk-Return Positioning

IBKR and UBS 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 UBS (UBS)
Metric	IBKR	UBS
Sharpe Ratio (1Y)	0.18	0.95
Sortino Ratio (1Y)	0.26	1.44

Profitability

ROE (TTM)

Capital efficiency shows on one side only: Interactive Brokers (IBKR) earns 23.67% on shareholders’ equity, ranked against its industry; UBS (UBS) has no ROE this period.

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%

UBS

Financial Services industry group

Max: 44.78%
Q3: 21.85%
Median: 12.91%
Q1: 4.48%
Min: -18.71%
UBS: --

Interactive Brokers (IBKR) vs. UBS (UBS): UBS does not report ROE, so it has no value marker; IBKR is benchmarked against the Financial Services industry group.

Net Margin (TTM)

Both Interactive Brokers (IBKR) at 16.68% and UBS (UBS) at 18.18% 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%

UBS

Financial Services industry group

18.18%

Max: 62.84%
Q3: 28.05%
UBS: 18.18%
Median: 15.36%
Q1: 4.82%
Min: -28.52%

Interactive Brokers (IBKR) vs. UBS (UBS): 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 UBS (UBS) at 27.10%, 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%

UBS

Financial Services industry group

27.10%

Max: 107.33%
Q3: 55.90%
Median: 30.09%
UBS: 27.10%
Q1: 14.60%
Min: -44.34%

Interactive Brokers (IBKR) vs. UBS (UBS): A comparison of their operating margin against the Financial Services industry group benchmark.

Profitability Metrics

Profitability metrics for Interactive Brokers (IBKR) and UBS (UBS)
Metric	IBKR	UBS
ROE (TTM)	23.67%	--
ROA (TTM)	2.28%	--
Net Margin (TTM)	16.68%	18.18%
Operating Margin (TTM)	77.70%	27.10%
Gross Margin (TTM)	--	--

Growth

Revenue Growth

Both Interactive Brokers (IBKR) at 9.73% and UBS (UBS) at 4.30% land near their industries' usual revenue growth ranges, so top-line momentum looks broadly in line with peers on both sides.

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

EPS Growth

UBS (UBS) at 55.26% 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 UBS.

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

Growth Metrics

Growth metrics for Interactive Brokers (IBKR) and UBS (UBS)
Metric	IBKR	UBS
Revenue Growth (YoY)	9.73%	4.30%
Revenue Growth (3Y CAGR)	34.60%	12.44%
EPS Growth (YoY)	28.14%	55.26%
EPS Growth (3Y CAGR)	33.29%	1.60%

Financial Strength

Current Ratio (MRQ)

current ratio doesn’t apply on either side: Interactive Brokers (IBKR) in Financial Services and UBS (UBS) 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 UBS (UBS) 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 UBS (UBS)
Metric	IBKR	UBS
Current Ratio (MRQ)	--	--
Debt / Equity (MRQ)	--	--
Net Debt / EBITDA	--	--

Dividends

Dividend Yield (TTM)

UBS (UBS) 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%

UBS

Financial Services industry group

0.00%

Max: 9.77%
Q3: 3.92%
Median: 1.09%
UBS: 0.00%
Q1: 0.00%
Min: 0.00%

Interactive Brokers (IBKR) vs. UBS (UBS): 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 UBS (UBS) at 36.30% 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%

UBS

Financial Services industry group

36.30%

Max: 241.07%
Q3: 97.36%
UBS: 36.30%
Median: 25.77%
Q1: 0.00%
Min: 0.00%

Interactive Brokers (IBKR) vs. UBS (UBS): A comparison of their payout ratio against the Financial Services industry group benchmark.

Dividend Metrics

Dividend metrics for Interactive Brokers (IBKR) and UBS (UBS)
Metric	IBKR	UBS
Dividend Yield (TTM)	0.46%	0.00%
Dividend Payout Ratio (TTM)	12.79%	36.30%

Valuation

P/E Ratio (TTM)

UBS (UBS) at 15.77 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

UBS

Financial Services industry group

15.77

Max: 45.85
Q3: 24.64
UBS: 15.77
Median: 15.37
Q1: 9.68
Min: 0.16

Interactive Brokers (IBKR) vs. UBS (UBS): A comparison of their P/E ratio against the Financial Services industry group benchmark.

P/S Ratio (TTM)

UBS (UBS) at 2.71 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

UBS

Financial Services industry group

2.71

Max: 9.23
Q3: 4.57
Median: 2.72
UBS: 2.71
Q1: 1.28
Min: -0.55

Interactive Brokers (IBKR) vs. UBS (UBS): A comparison of their P/S ratio against the Financial Services industry group benchmark.

P/B Ratio (MRQ)

UBS (UBS) at 1.64 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

UBS

Financial Services industry group

1.64

Max: 7.79
Q3: 3.63
UBS: 1.64
Median: 1.57
Q1: 0.81
Min: -0.39

Interactive Brokers (IBKR) vs. UBS (UBS): A comparison of their P/B ratio against the Financial Services industry group benchmark.

Valuation Metrics

Valuation metrics for Interactive Brokers (IBKR) and UBS (UBS)
Metric	IBKR	UBS
P/E Ratio (TTM)	28.94	15.77
P/S Ratio (TTM)	18.30	2.71
P/B Ratio (MRQ)	5.53	1.64
Free Cash Flow Yield (TTM)	--	--