Interactive Brokers (IBKR) Return on Assets [ROA] (2010 - 2026)
Interactive Brokers' Return on Assets [ROA] was 2.10% in Q2 2026, down 0.12 percentage points from 2.23% a year earlier and down 0.06 percentage points from the prior quarter.
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Analysis
Interactive Brokers (IBKR) Return on Assets [ROA] (2010 - 2026) Analysis & Trends
For FY2025, Return on Assets [ROA] at Interactive Brokers came in at 2.47%, up 0.02 percentage points from FY2024.
- Return on Assets [ROA] has now increased for five consecutive years, with a five-year change of +1.06 percentage points (FY2020 to FY2025).
- In earlier years, Return on Assets [ROA] was 2.45% in FY2024 (+0.14 pp), 2.31% in FY2023 (+0.67 pp), 1.64% in FY2022 (+0.05 pp) and 1.60% in FY2021 (+0.19 pp).
- The Q2 2026 figure marks the lowest quarterly Return on Assets [ROA] since Q2 2023.
- Compared with a year earlier, Return on Assets [ROA] has declined for five straight quarters, with an average year-over-year change of -0.06 percentage points over the last eight quarters.
- The best year-over-year quarter for Return on Assets [ROA] over five years was Q2 2023 (a gain of 0.90 percentage points); the worst was Q2 2022 (a drop of 0.59 percentage points).
- Per Business Quant data, IBKR's Return on Assets [ROA] in the three quarters before Q2 2026 was 2.16% (Q1 2026), 2.16% (Q4 2025) and 2.16% (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROA (Qtr) |
|---|---|---|---|---|---|
| 1 | Robinhood Markets | 101.35 Bn | 82.45 Bn | - | 4.08% |
| 2 | Bank of New York Mellon | 98.65 Bn | 38.02 Bn | - | 1.17% |
| 3 | Cme | 94.54 Bn | 94.54 Bn | - | 2.16% |
| 4 | Intercontinental Exchange | 84.23 Bn | 78.04 Bn | - | 2.32% |
| 5 | Nasdaq | 50.77 Bn | 48.20 Bn | 1.50 Bn | 7.20% |
| 6 | State Street | 48.31 Bn | 48.31 Bn | - | 0.85% |
| 7 | Interactive Brokers | 39.79 Bn | 33.24 Bn | - | 2.10% |
| 8 | Northern Trust | 31.37 Bn | 31.37 Bn | - | 1.27% |
| 9 | Cboe Global Markets | 28.34 Bn | 20.00 Bn | 731.60 Mn | 12.48% |
| 10 | LPL Financial Holdings | 24.92 Bn | 20.24 Bn | - | 5.21% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 2.10% |
| Mar 31, 2026 | 2.16% |
| Dec 31, 2025 | 2.16% |
| Sep 30, 2025 | 2.16% |
| Jun 30, 2025 | 2.23% |
| Mar 31, 2025 | 2.32% |
| Dec 31, 2024 | 2.28% |
| Sep 30, 2024 | 2.23% |
| Jun 30, 2024 | 2.32% |
| Mar 31, 2024 | 2.23% |
| Dec 31, 2023 | 2.26% |
| Sep 30, 2023 | 2.24% |
| Jun 30, 2023 | 2.01% |
| Mar 31, 2023 | 1.85% |
| Dec 31, 2022 | 1.60% |
| Sep 30, 2022 | 1.36% |
| Jun 30, 2022 | 1.11% |
| Mar 31, 2022 | 1.27% |
| Dec 31, 2021 | 1.52% |
| Sep 30, 2021 | 1.59% |
API Access
Interactive Brokers Return on Assets [ROA] API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=return-on-assets-%5Broa%5D&ticker=IBKR&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-assets-[roa]", "ticker": "IBKR", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=return-on-assets-%5Broa%5D&ticker=IBKR&period=max&api_key=YOUR_API_KEY");
const data = await res.json();