Interactive Brokers (IBKR) Return on Assets [ROA] (2009 - 2026)
Interactive Brokers' Return on Assets [ROA] was 2.06% in Q3 2026, down 0.10 percentage points from 2.16% a year earlier and down 0.04 percentage points from the prior quarter.
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Analysis
Interactive Brokers (IBKR) Return on Assets [ROA] (2009 - 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 Q3 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 six straight quarters, with an average year-over-year change of -0.07 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 Q3 2026 was 2.10% (Q2 2026), 2.16% (Q1 2026) and 2.16% (Q4 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROA (Qtr) |
|---|---|---|---|---|---|
| 1 | Cme | 113.65 Bn | 101.99 Bn | 359.20 Mn | 2.28% |
| 2 | Bank of New York Mellon | 103.23 Bn | 37.32 Bn | - | 1.29% |
| 3 | Intercontinental Exchange | 99.60 Bn | 93.42 Bn | 1.22 Bn | 2.41% |
| 4 | Robinhood Markets | 70.15 Bn | 49.76 Bn | - | 3.48% |
| 5 | Nasdaq | 60.57 Bn | 58.01 Bn | 1.48 Bn | 7.61% |
| 6 | State Street | 47.32 Bn | 43.94 Bn | - | 0.90% |
| 7 | Cboe Global Markets | 39.19 Bn | 29.68 Bn | 712.20 Mn | 13.56% |
| 8 | Interactive Brokers | 37.06 Bn | 20.72 Bn | - | 2.06% |
| 9 | Northern Trust | 32.28 Bn | 32.28 Bn | - | 1.40% |
| 10 | Tradeweb Markets | 30.81 Bn | 23.33 Bn | - | 12.37% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Sep 30, 2026 | 2.06% |
| 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% |
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();