IBKR vs. XYZ: Interactive Brokers vs. Block Stock Comparison

November 11, 2026

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

Company profile comparison for Interactive Brokers (IBKR) and Block (XYZ)
Profile Item	IBKR	XYZ
Name	Interactive Brokers Group, Inc. Class A Common Stock	Block Inc. Class A Common Stock
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	51.67 billion USD
Currency	USD	USD
Exchange	Nasdaq	NYSE
Listing Date	May 4, 2007	November 19, 2015
Security Type	Common Stock	Common Stock

Price Performance

Cumulative Growth

IBKR

XYZ

GSPC

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

Calendar-Year Returns

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

Performance Metrics

Price performance metrics for Interactive Brokers (IBKR) and Block (XYZ)
Metric	IBKR	XYZ
Total Return (1Y)	11.53%	35.34%
Total Return (3Y, Annualized)	57.15%	20.17%
Total Return (5Y, Annualized)	34.54%	-17.43%

Risk Profile

Drawdown History

IBKR

XYZ

GSPC

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

Risk Metrics

Risk profile metrics for Interactive Brokers (IBKR) and Block (XYZ)
Metric	IBKR	XYZ
Volatility (1Y, Annualized)	40.72%	48.01%
Beta (5Y)	1.37	2.48
Max Drawdown (5Y)	-38.66%	-83.55%
Avg. Volume (3M)	4.24M	4.73M

Risk-Adjusted Performance

Risk-Return Positioning

IBKR and XYZ 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 Block (XYZ)
Metric	IBKR	XYZ
Sharpe Ratio (1Y)	0.18	0.65
Sortino Ratio (1Y)	0.26	1.03

Profitability

ROE (TTM)

Interactive Brokers (IBKR) at 23.67% sits in the top ROE quartile, while Block (XYZ) at 2.02% is in the bottom quartile, showing a clear gap in returns on equity.

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%

XYZ

Financial Services industry group

2.02%

Max: 44.78%
Q3: 21.85%
Median: 12.91%
Q1: 4.48%
XYZ: 2.02%
Min: -18.71%

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

Net Margin (TTM)

Interactive Brokers (IBKR) at 16.68% keeps about the industry-typical share of revenue as profit, while Block (XYZ) at 1.80% retains only a bottom-quartile 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%

XYZ

Financial Services industry group

1.80%

Max: 62.84%
Q3: 28.05%
Median: 15.36%
Q1: 4.82%
XYZ: 1.80%
Min: -28.52%

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

Operating Margin (TTM)

Interactive Brokers (IBKR) at 77.70% carries a top-quartile operating margin, while Block (XYZ) at 6.65% operates in the bottom quartile.

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%

XYZ

Financial Services industry group

6.65%

Max: 107.33%
Q3: 55.90%
Median: 30.09%
Q1: 14.60%
XYZ: 6.65%
Min: -44.34%

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

Profitability Metrics

Profitability metrics for Interactive Brokers (IBKR) and Block (XYZ)
Metric	IBKR	XYZ
ROE (TTM)	23.67%	2.02%
ROA (TTM)	2.28%	1.94%
Net Margin (TTM)	16.68%	1.80%
Operating Margin (TTM)	77.70%	6.65%
Gross Margin (TTM)	--	--

Growth

Revenue Growth

Interactive Brokers (IBKR) at 9.73% is around its peer norm for revenue growth, while Block (XYZ) at 0.30% drops into the bottom quartile, signaling weaker demand or pricing momentum.

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

EPS Growth

Interactive Brokers (IBKR) at 28.14% is around its peer norm for EPS growth, while Block (XYZ) at -53.95% drops into the bottom quartile, signaling weaker earnings momentum.

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

Growth Metrics

Growth metrics for Interactive Brokers (IBKR) and Block (XYZ)
Metric	IBKR	XYZ
Revenue Growth (YoY)	9.73%	0.30%
Revenue Growth (3Y CAGR)	34.60%	11.33%
EPS Growth (YoY)	28.14%	-53.95%
EPS Growth (3Y CAGR)	33.29%	--

Financial Strength

Current Ratio (MRQ)

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

Dividends

Dividend Yield (TTM)

Block (XYZ) 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%

XYZ

Financial Services industry group

0.00%

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

Interactive Brokers (IBKR) vs. Block (XYZ): A comparison of their dividend yield against the Financial Services industry group benchmark.

Dividend Payout Ratio (TTM)

Block (XYZ) pays no dividend (payout 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile Interactive Brokers (IBKR) reports a payout of 12.79%, ranking against industry peers normally.

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%

XYZ

Financial Services industry group

0.00%

Max: 241.07%
Q3: 97.36%
Median: 25.77%
XYZ: 0.00%
Q1: 0.00%
Min: 0.00%

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

Dividend Metrics

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

Valuation

P/E Ratio (TTM)

Both look expensive on trailing earnings: Interactive Brokers (IBKR) at 28.94 sits in the richer P/E ratio quartile, and Block (XYZ) at 112.47 is richer still, above its industry range.

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

XYZ

Financial Services industry group

112.47

XYZ: 112.47
Max: 45.85
Q3: 24.64
Median: 15.37
Q1: 9.68
Min: 0.16

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

P/S Ratio (TTM)

Block (XYZ) at 2.01 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

XYZ

Financial Services industry group

2.01

Max: 9.23
Q3: 4.57
Median: 2.72
XYZ: 2.01
Q1: 1.28
Min: -0.55

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

P/B Ratio (MRQ)

Block (XYZ) at 2.26 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

XYZ

Financial Services industry group

2.26

Max: 7.79
Q3: 3.63
XYZ: 2.26
Median: 1.57
Q1: 0.81
Min: -0.39

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

Valuation Metrics

Valuation metrics for Interactive Brokers (IBKR) and Block (XYZ)
Metric	IBKR	XYZ
P/E Ratio (TTM)	28.94	112.47
P/S Ratio (TTM)	18.30	2.01
P/B Ratio (MRQ)	5.53	2.26
Free Cash Flow Yield (TTM)	--	--