IBKR vs. V: Interactive Brokers vs. Visa Stock Comparison

November 11, 2026

How do Interactive Brokers (IBKR) and Visa (V) 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 Visa (V) both fall under the Financial Services industry group, but IBKR is classified in Capital Markets while V is classified in Financial Services.

Company profile comparison for Interactive Brokers (IBKR) and Visa (V)
Profile Item	IBKR	V
Name	Interactive Brokers Group, Inc. Class A Common Stock	Visa Inc. Class A
Country/Region	United States	United States
GICS Sector	Financials	Financials
GICS Industry Group	Financial Services	Financial Services
GICS Industry	Capital Markets	Financial Services
GICS Sub-Industry	Investment Banking & Brokerage	Transaction & Payment Processing Services
Market Capitalization	129.19 billion USD	788.58 billion USD
Currency	USD	USD
Exchange	Nasdaq	NYSE
Listing Date	May 4, 2007	March 19, 2008
Security Type	Common Stock	Common Stock

Price Performance

Cumulative Growth

IBKR

GSPC

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

Calendar-Year Returns

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

Performance Metrics

Price performance metrics for Interactive Brokers (IBKR) and Visa (V)
Metric	IBKR	V
Total Return (1Y)	11.53%	27.50%
Total Return (3Y, Annualized)	57.15%	21.55%
Total Return (5Y, Annualized)	34.54%	15.65%

Risk Profile

Drawdown History

IBKR

GSPC

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

Risk Metrics

Risk profile metrics for Interactive Brokers (IBKR) and Visa (V)
Metric	IBKR	V
Volatility (1Y, Annualized)	40.72%	22.99%
Beta (5Y)	1.37	0.78
Max Drawdown (5Y)	-38.66%	-24.14%
Avg. Volume (3M)	4.24M	6.56M

Risk-Adjusted Performance

Risk-Return Positioning

IBKR and V 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 Visa (V)
Metric	IBKR	V
Sharpe Ratio (1Y)	0.18	1.01
Sortino Ratio (1Y)	0.26	1.64

Profitability

ROE (TTM)

Both companies show strong equity returns, but Visa (V) at 63.51% is the standout with ROE above its industry range; Interactive Brokers (IBKR) at 23.67% also sits in the top quartile.

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%

V

Financial Services industry group

63.51%

V: 63.51%
Max: 44.78%
Q3: 21.85%
Median: 12.91%
Q1: 4.48%
Min: -18.71%

Interactive Brokers (IBKR) vs. Visa (V): A comparison of their ROE against the Financial Services industry group benchmark.

Net Margin (TTM)

Visa (V) at 51.20% 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%

V

Financial Services industry group

51.20%

Max: 62.84%
V: 51.20%
Q3: 28.05%
Median: 15.36%
Q1: 4.82%
Min: -28.52%

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

Operating Margin (TTM)

Both Interactive Brokers (IBKR) at 77.70% and Visa (V) at 63.73% convert sales into operating profit at a top-quartile rate, pointing to tighter cost discipline before financing and tax.

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%

V

Financial Services industry group

63.73%

Max: 107.33%
V: 63.73%
Q3: 55.90%
Median: 30.09%
Q1: 14.60%
Min: -44.34%

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

Profitability Metrics

Profitability metrics for Interactive Brokers (IBKR) and Visa (V)
Metric	IBKR	V
ROE (TTM)	23.67%	63.51%
ROA (TTM)	2.28%	19.61%
Net Margin (TTM)	16.68%	51.20%
Operating Margin (TTM)	77.70%	63.73%
Gross Margin (TTM)	--	--

Growth

Revenue Growth

Both Interactive Brokers (IBKR) at 9.73% and Visa (V) at 14.76% 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. Visa (V): A comparison of their Revenue Growth across different time periods.

EPS Growth

Both Interactive Brokers (IBKR) at 28.14% and Visa (V) at 20.78% land near their industries' usual EPS growth ranges, so bottom-line momentum looks broadly in line with peers on both sides.

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

Growth Metrics

Growth metrics for Interactive Brokers (IBKR) and Visa (V)
Metric	IBKR	V
Revenue Growth (YoY)	9.73%	14.76%
Revenue Growth (3Y CAGR)	34.60%	12.02%
EPS Growth (YoY)	28.14%	20.78%
EPS Growth (3Y CAGR)	33.29%	14.16%

Financial Strength

Current Ratio (MRQ)

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

Dividends

Dividend Yield (TTM)

Both Interactive Brokers (IBKR) at 0.46% and Visa (V) at 0.66% pay solid, industry-typical yields, sitting squarely within their peers’ usual range.

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%

V

Financial Services industry group

0.66%

Max: 9.77%
Q3: 3.92%
Median: 1.09%
V: 0.66%
Q1: 0.00%
Min: 0.00%

Interactive Brokers (IBKR) vs. Visa (V): 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 Visa (V) at 21.75% 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%

V

Financial Services industry group

21.75%

Max: 241.07%
Q3: 97.36%
Median: 25.77%
V: 21.75%
Q1: 0.00%
Min: 0.00%

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

Dividend Metrics

Dividend metrics for Interactive Brokers (IBKR) and Visa (V)
Metric	IBKR	V
Dividend Yield (TTM)	0.46%	0.66%
Dividend Payout Ratio (TTM)	12.79%	21.75%

Valuation

P/E Ratio (TTM)

Both Interactive Brokers (IBKR) at 28.94 and Visa (V) at 34.31 sit in the richer earnings-multiple quartile for P/E ratio, so investors are paying more for TTM earnings than they pay for typical peers.

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

V

Financial Services industry group

34.31

Max: 45.85
V: 34.31
Q3: 24.64
Median: 15.37
Q1: 9.68
Min: 0.16

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

P/S Ratio (TTM)

Investors are paying well above the peer range per dollar of sales for both Interactive Brokers (IBKR) at 18.30 and Visa (V) at 17.18 — each P/S ratio clears its industry’s benchmark 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

V

Financial Services industry group

17.18

V: 17.18
Max: 9.23
Q3: 4.57
Median: 2.72
Q1: 1.28
Min: -0.55

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

P/B Ratio (MRQ)

Both look rich against book: Interactive Brokers (IBKR) at 5.53 sits in the upper P/B ratio quartile, and Visa (V) at 22.05 prices even higher, above its industry range.

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

V

Financial Services industry group

22.05

V: 22.05
Max: 7.79
Q3: 3.63
Median: 1.57
Q1: 0.81
Min: -0.39

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

Valuation Metrics

Valuation metrics for Interactive Brokers (IBKR) and Visa (V)
Metric	IBKR	V
P/E Ratio (TTM)	28.94	34.31
P/S Ratio (TTM)	18.30	17.18
P/B Ratio (MRQ)	5.53	22.05
Free Cash Flow Yield (TTM)	--	--