Interactive Brokers (IBKR) Equity Ratio (2009 - 2026)

Interactive Brokers (IBKR) posted Equity Ratio of 0.03 for Q1 2026, down 74.65% sequentially from 0.1 in Q4 2025, and down 76.97% YoY from 0.11 in Q1 2025.

Interactive Brokers (IBKR) Equity Ratio (2009 - 2026) Analysis & Trends

Interactive Brokers (IBKR) has 18 years of Equity Ratio data on file, last reported at 0.03 in Q1 2026.

  • Quarterly Equity Ratio fell 76.97% year-over-year to 0.03 in Q1 2026, while the trailing twelve-month figure through Mar 2026 was 0.03 (down 76.97% YoY) and the FY2025 annual result came in at 0.1, down 8.88% from the prior year.
  • Equity Ratio declined to 0.03 in Q1 2026 per IBKR's latest filing, from 0.1 in the prior quarter.
  • The five-year high for Equity Ratio was 0.11 in Q2 2024, with the low at 0.03 in Q3 2025.
  • Average Equity Ratio over 5 years is 0.09, with a median of 0.1 recorded in 2023.
  • Year-over-year, Equity Ratio increased 15.68% in 2023 and tumbled 76.97% in 2026.
  • Interactive Brokers' Equity Ratio stood at 0.1 in 2022, then increased by 8.73% to 0.11 in 2023, then rose by 0.78% to 0.11 in 2024, then retreated by 8.88% to 0.1 in 2025, then slumped by 74.65% to 0.03 in 2026.
  • Business Quant data shows IBKR's Equity Ratio at 0.03 in Q1 2026, 0.1 in Q4 2025, and 0.03 in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Equity Ratio (Qtr)
1 Morgan Stanley 330.70 Bn 197.17 Bn - 0.07
2 Goldman Sachs 309.79 Bn -627.76 Bn - 0.06
3 Schwab Charles 167.21 Bn 122.24 Bn - 0.10
4 Futu Holdings 111.36 Bn 109.19 Bn 733.58 Mn 0.18
5 Robinhood Markets 97.69 Bn 93.05 Bn 960.00 Mn 0.21
6 LPL Financial Holdings 23.49 Bn 22.47 Bn - 0.30
7 Tradeweb Markets 21.59 Bn 20.34 Bn - 0.88
8 Circle Internet 15.14 Bn 13.62 Bn 35.01 Mn 0.04
9 Iren 14.46 Bn 12.24 Bn 144.76 Mn 0.37
10 Interactive Brokers 93.25 Mn 10.68 Bn - 0.03

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