Interactive Brokers (IBKR) Return on Invested Capital [ROIC] (2010 - 2026)
Interactive Brokers' Return on Invested Capital [ROIC] was 41.23% in Q2 2026, down 0.73 percentage points from 41.96% a year earlier but up 0.53 percentage points from the prior quarter.
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Analysis
Interactive Brokers (IBKR) Return on Invested Capital [ROIC] (2010 - 2026) Analysis & Trends
For FY2025, Return on Invested Capital [ROIC] at Interactive Brokers came in at 44.26%, down 3.12 percentage points from FY2024.
- Return on Invested Capital [ROIC] shows a five-year change of +27.58 percentage points (FY2020 to FY2025).
- In earlier years, Return on Invested Capital [ROIC] was 47.38% in FY2024 (+1.03 pp), 46.35% in FY2023 (+20.94 pp), 25.41% in FY2022 (+6.40 pp) and 19.01% in FY2021 (+2.33 pp).
- Quarterly Return on Invested Capital [ROIC] has moved between 14.35% (Q2 2022) and 44.92% (Q2 2024) over five years.
- Compared with a year earlier, Return on Invested Capital [ROIC] has declined for six straight quarters, with an average year-over-year change of -1.25 percentage points over the last eight quarters.
- The best year-over-year quarter for Return on Invested Capital [ROIC] over five years was Q3 2023 (a gain of 23.39 percentage points); the worst was Q2 2022 (a drop of 5.42 percentage points).
- Per Business Quant data, IBKR's Return on Invested Capital [ROIC] in the three quarters before Q2 2026 was 40.70% (Q1 2026), 41.07% (Q4 2025) and 41.76% (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROIC (Qtr) |
|---|---|---|---|---|---|
| 1 | Cme | 109.59 Bn | 97.93 Bn | - | 11.69% |
| 2 | Bank of New York Mellon | 100.46 Bn | 34.08 Bn | - | 25.25% |
| 3 | Intercontinental Exchange | 97.18 Bn | 90.07 Bn | - | 8.54% |
| 4 | Robinhood Markets | 72.63 Bn | 52.17 Bn | - | - |
| 5 | Nasdaq | 59.89 Bn | 57.32 Bn | 1.48 Bn | 10.50% |
| 6 | State Street | 45.42 Bn | 45.42 Bn | - | - |
| 7 | Cboe Global Markets | 36.91 Bn | 27.39 Bn | 712.20 Mn | 19.52% |
| 8 | Interactive Brokers | 34.30 Bn | 10.61 Bn | - | 40.69% |
| 9 | Northern Trust | 31.46 Bn | 31.46 Bn | - | 27.49% |
| 10 | Tradeweb Markets | 27.14 Bn | 18.94 Bn | - | - |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Sep 30, 2026 | 40.69% |
| Jun 30, 2026 | 41.23% |
| Mar 31, 2026 | 40.70% |
| Dec 31, 2025 | 41.07% |
| Sep 30, 2025 | 41.76% |
| Jun 30, 2025 | 41.96% |
| Mar 31, 2025 | 43.25% |
| Dec 31, 2024 | 44.54% |
| Sep 30, 2024 | 44.37% |
| Jun 30, 2024 | 44.92% |
| Mar 31, 2024 | 44.03% |
| Dec 31, 2023 | 43.57% |
| Sep 30, 2023 | 42.24% |
| Jun 30, 2023 | 37.26% |
| Mar 31, 2023 | 31.16% |
| Dec 31, 2022 | 24.64% |
| Sep 30, 2022 | 18.85% |
| Jun 30, 2022 | 14.35% |
| Mar 31, 2022 | 15.33% |
| Dec 31, 2021 | 18.15% |
API Access
Interactive Brokers Return on Invested Capital [ROIC] 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-invested-capital-%5Broic%5D&ticker=IBKR&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-invested-capital-[roic]", "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-invested-capital-%5Broic%5D&ticker=IBKR&period=max&api_key=YOUR_API_KEY");
const data = await res.json();