Interactive Brokers Group, Inc. (IBKR) vs The Charles Schwab Corporation (SCHW)
A side-by-side comparison of Interactive Brokers Group, Inc. and The Charles Schwab Corporation across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of September 13, 2026. Differences are shown without an overall score or investment verdict.
IBKR
Interactive Brokers Group, Inc.
$90.69Financial ServicesDelayed quote: Sep 18, 2026, 4:00 PM EDT
SCHW
The Charles Schwab Corporation
$105.25Financial ServicesDelayed quote: Sep 18, 2026, 4:00 PM EDT
Total return — IBKR vs SCHW
growth of $100 · dividends reinvested · last 10yIBKR +1010.0% (+27.2%/yr)SCHW +299.3% (+14.8%/yr)IBKR compounded faster over this window
IBKR SCHW
IBKR vs SCHW: by the numbers
- •SCHW is the larger company ($183.04B vs $156.72B market cap).
- •SCHW trades at the lower trailing earnings multiple (19.14 vs 36.28 P/E), one valuation lens rather than an overall verdict.
- •SCHW converts more revenue to profit (33.62% vs 10.14% net margin).
- •IBKR grew revenue faster over the past five years (32.59% vs 13.03% CAGR).
- •SCHW pays the higher dividend yield (1.15% vs 0.27%).
Metrics side by side
Valuation
| Metric | IBKR | SCHW |
|---|---|---|
| P/E ratio | 36.28 | 19.14 |
| Forward P/E | 33.58 | 16.20 |
| P/S ratio | 14.11 | 6.10 |
| P/B ratio | 26.54 | 3.67 |
Profitability
| Metric | IBKR | SCHW |
|---|---|---|
| Gross margin | 93.34% | 86.67% |
| Operating margin | 87.09% | 43.49% |
| Net margin | 10.14% | 33.62% |
| ROE | 19.07% | 20.24% |
Dividends
| Metric | IBKR | SCHW |
|---|---|---|
| Dividend yield | 0.27% | 1.15% |
| Payout ratio | 9.90% | 22.36% |
Growth (annualized)
| Metric | IBKR | SCHW |
|---|---|---|
| Revenue CAGR (5Y) | 32.59% | 13.03% |
| EPS CAGR (5Y) | 29.60% | 17.05% |
| Total return CAGR (5Y) | 42.97% | 9.92% |
Frequently asked
- Which has the lower trailing P/E, IBKR or SCHW?
- SCHW has the lower trailing P/E: IBKR trades at 36.28 and SCHW at 19.14. P/E is one valuation measure and does not by itself establish which business is cheaper.
- Which has grown faster, IBKR or SCHW?
- Over the past five years, IBKR grew revenue faster — IBKR at a 32.59% CAGR versus SCHW at 13.03%.
- Does IBKR or SCHW pay a bigger dividend?
- IBKR yields 0.27% and SCHW yields 1.15% based on trailing dividends and the latest price.
- Is IBKR or SCHW more profitable?
- SCHW runs the higher net margin — IBKR at 10.14% versus SCHW at 33.62%.
- How have IBKR and SCHW total returns compared?
- Over the past 10 years, IBKR delivered 27.14% and SCHW delivered 14.80% annualized total return. Past performance doesn't predict future results.
Go deeper
Dig into the metrics
Interactive Brokers P/E ratioCharles Schwab P/E ratioInteractive Brokers dividend yieldCharles Schwab dividend yieldInteractive Brokers ROECharles Schwab ROEInteractive Brokers operating marginCharles Schwab operating marginInteractive Brokers revenue growthCharles Schwab revenue growth
Interactive Brokers & Charles Schwab appear in these rankings
Figures are sourced from reported fundamentals and the latest end-of-day price. This comparison is informational only and is not investment advice. Past performance does not predict future results. See our methodology. Compiled by TGMCharts Research · data verified September 13, 2026.