Interactive Brokers (IBKR) Equity Ratio (2009 - 2026)
Interactive Brokers' (IBKR) quarterly Equity Ratio came in at 0.03 in Q1 2026, down 76.97% year-on-year from 0.11 in Q1 2025, and down 74.65% quarter-over-quarter from 0.1 in Q4 2025.
Interactive Brokers (IBKR) Equity Ratio (2009 - 2026) Analysis & Trends
Interactive Brokers has disclosed Equity Ratio across 18 years of filings, most recently posting 0.03 for Q1 2026.
- Equity Ratio for Q1 2026 came in at 0.03, down 76.97% year-over-year; the trailing twelve-month figure through Mar 2026 was 0.03 (down 76.97% YoY), and the FY2025 annual result was 0.1, down 8.88% from the prior year.
- Equity Ratio came in at 0.03 for Q1 2026 at Interactive Brokers, down from 0.1 in the prior quarter.
- In the past five years, Equity Ratio ranged from a high of 0.11 in Q2 2024 to a low of 0.03 in Q3 2025.
- The 5-year median for Equity Ratio is 0.1 (2023), against an average of 0.09.
- Across the five-year window, Equity Ratio gained 15.68% in 2023 and sank 76.97% in 2026, its largest moves.
- Interactive Brokers' Equity Ratio stood at 0.1 in 2022, then advanced by 8.73% to 0.11 in 2023, then climbed by 0.78% to 0.11 in 2024, then dropped by 8.88% to 0.1 in 2025, then sank by 74.65% to 0.03 in 2026.
- The last three Equity Ratio figures came in at 0.03 (Q1 2026), 0.1 (Q4 2025), and 0.03 (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Equity Ratio (Qtr) |
|---|---|---|---|---|---|
| 1 | SOL Strategies | 94,425.84 Bn | 94,425.84 Bn | - | - |
| 2 | Morgan Stanley | 349.82 Bn | 216.29 Bn | - | 0.07 |
| 3 | Goldman Sachs | 333.85 Bn | -603.70 Bn | - | 0.06 |
| 4 | Schwab Charles | 160.31 Bn | 115.33 Bn | - | 0.10 |
| 5 | Robinhood Markets | 97.28 Bn | 92.64 Bn | 960.00 Mn | 0.21 |
| 6 | Interactive Brokers | 42.79 Bn | 53.38 Bn | - | 0.03 |
| 7 | LPL Financial Holdings | 23.54 Bn | 22.51 Bn | - | 0.30 |
| 8 | Tradeweb Markets | 21.20 Bn | 19.96 Bn | - | 0.88 |
| 9 | Iren | 19.97 Bn | 17.75 Bn | 144.76 Mn | 0.37 |
| 10 | Circle Internet | 19.67 Bn | 18.16 Bn | 35.01 Mn | 0.04 |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 0.03 |
| Dec 31, 2025 | 0.10 |
| Sep 30, 2025 | 0.03 |
| Jun 30, 2025 | 0.10 |
| Mar 31, 2025 | 0.11 |
| Dec 31, 2024 | 0.11 |
| Sep 30, 2024 | 0.11 |
| Jun 30, 2024 | 0.11 |
| Mar 31, 2024 | 0.11 |
| Dec 31, 2023 | 0.11 |
| Sep 30, 2023 | 0.11 |
| Jun 30, 2023 | 0.10 |
| Mar 31, 2023 | 0.10 |
| Dec 31, 2022 | 0.10 |
| Sep 30, 2022 | 0.10 |
| Jun 30, 2022 | 0.09 |
| Mar 31, 2022 | 0.09 |
| Dec 31, 2021 | 0.09 |
| Sep 30, 2021 | 0.09 |
| Jun 30, 2021 | 0.10 |