Bringing the fundamentals into focus…
Bringing the fundamentals into focus…
IBKR · against 50 other Banks & Insurance companies of similar size
Ranked #5 of 51 · scores higher than 90% of peers
Bars: peers in each 10-point band of the profitability score6 peers with a profitability score of 80–89, including IBKR · Click a bar to see the companies
Mainly thanks to its return on equity and return on assets, which are stronger than most Banks & Insurance peers.
| Metric | IBKR | Peer median | Better than | Position among peers | Weight |
|---|---|---|---|---|---|
| Return on invested capitalHigher is better · 38 reported | Not reported | 14.0% | — | — | Context only |
| Operating marginHigher is better · 6 reported | 86.0% | 66.0% | 60% | Context only | |
| Return on assetsHigher is better · 51 reported | 2.0% | 1.0% | 84% | 50% | |
| Return on equityHigher is better · 51 reported | 24.0% | 13.9% | 92% | 50% | |
| Gross marginHigher is better · 53 reported | 93.0% | 0.0% | 98% | Context only |
Metrics with no weight are context only: for banks, brokers and insurers, free cash flow, EBITDA, gross margin and current ratio mostly reflect trading and funding flows, not the health of the business.
A metric that is not reported is left out of the score; the other weights are rescaled.
| Rank | Company | Market cap | Profitability | Overall |
|---|---|---|---|---|
| 1 | 66.1B USD | 98 | 93 | |
| 1 | 133.0B USD | 98 | 58 | |
| 3 | 82.5B USD | 96 | 76 | |
| 4 | 77.0B USD | 89 | 47 | |
| 5 | 140.0B USD | 86 | 62 | |
| 5 | 132.0B USD | 86 | 53 | |
| 7 | 93.4B CHF (≈$107.4B) | 84 | 51 | |
| 8 | 71.7B EUR (≈$78.9B) | 83 | 57 | |
| 9 | 360.9B SAR (≈$97.4B) | 82 | 57 | |
| 10 | 77.7B USD | 79 | 36 |
Scores are sector-relative percentiles from the latest snapshot, always calculated against the whole sector: narrowing the comparison group changes who you compare with, not the scores. Missing metrics are left out and the remaining weights rescaled. How we score