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
DateValue
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