Bringing the fundamentals into focus…
Bringing the fundamentals into focus…
IBKR · against 908 other Banks & Insurance companies
Ranked #124 of 909 · scores higher than 86% of peers
Bars: peers in each 10-point band of the profitability score91 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 · 784 reported | Not reported | 10.4% | — | — | Context only |
| Operating marginHigher is better · 136 reported | 86.0% | 14.5% | 96% | Context only | |
| Return on assetsHigher is better · 913 reported | 2.0% | 1.2% | 76% | 50% | |
| Return on equityHigher is better · 904 reported | 24.0% | 11.2% | 92% | 50% | |
| Gross marginHigher is better · 951 reported | 93.0% | 0.0% | 93% | 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 | 192.8B JPY (≈$1.3B) | 98 | 47 | |
| 1 | 98.7B JPY (≈$671M) | 98 | 43 | |
| 1 | 66.1B USD | 98 | 93 | |
| 1 | 79.2B BRL (≈$14.3B) | 98 | 61 | |
| 1 | 275.9B INR (≈$3.3B) | 98 | 38 | |
| 124 | 10.9B BRL (≈$2.0B) | 86 | 84 | |
| 124 | 254.5B BRL (≈$45.8B) | 86 | 46 | |
| 124 | 140.0B USD | 86 | 62 | |
| 124 | Unavailable | 86 | ||
| 124 | 132.0B USD | 86 | 53 | |
| 124 | 12.4B EUR (≈$13.6B) | 86 | 68 | |
| 124 | 76.7B MXN (≈$4.1B) | 86 | 42 | |
| 124 | 45.3B CHF (≈$52.0B) | 86 | 69 | |
| 133 | 8.1B CNY (≈$1.1B) | 85 | 70 |
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