Interactive Brokers Group, Inc. (IBKR) vs The Charles Schwab Corporation (SCHW)
IBKR and SCHW are evenly matched — 7 metrics each of 14.
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 June 21, 2026. The ● marks the stronger figure on each row (cheaper multiple, higher margin/return).
IBKR
Interactive Brokers Group, Inc.
$96.00Financial Services
SCHW
The Charles Schwab Corporation
$91.70Financial Services
Total return — IBKR vs SCHW
growth of $100 · last 19yIBKR +1126.1%SCHW +371.5%IBKR compounded faster
IBKR SCHW
IBKR vs SCHW: by the numbers
- •IBKR is the larger company ($165.11B vs $159.48B market cap).
- •SCHW trades at the lower earnings multiple (18.19 vs 41.38 P/E).
- •SCHW converts more revenue to profit (33.26% vs 9.77% net margin).
- •IBKR grew revenue faster over the past five years (32.50% vs 14.85% CAGR).
- •SCHW pays the higher dividend yield (1.29% vs 0.34%).
Which is better, IBKR or SCHW?
Metric tally: IBKR 7 · SCHW 7It depends on what you're optimizing for:
ValueSCHW(lower P/E)
GrowthIBKR(faster 5Y revenue CAGR)
IncomeSCHW(higher dividend yield)
QualityIBKR(higher ROIC)
Metrics side by side
Valuation
| Metric | IBKR | SCHW |
|---|---|---|
| P/E ratio | 41.38 | 18.19● |
| Forward P/E | 38.21 | 12.50● |
| P/S ratio | 4.05● | 5.67 |
| P/B ratio | 7.71 | 3.26● |
| PEG ratio | 1.05 | 0.36● |
Profitability
| Metric | IBKR | SCHW |
|---|---|---|
| Gross margin | 91.74%● | 87.57% |
| Operating margin | 86.76%● | 43.04% |
| Net margin | 9.77% | 33.26%● |
| ROE | 18.59% | 19.14%● |
| ROIC | 17.47%● | 9.50% |
Dividends
| Metric | IBKR | SCHW |
|---|---|---|
| Dividend yield | 0.34% | 1.29%● |
| Payout ratio | 14.69% | 25.21% |
Growth (annualized)
| Metric | IBKR | SCHW |
|---|---|---|
| Revenue CAGR (5Y) | 32.50%● | 14.85% |
| EPS CAGR (5Y) | 29.60%● | 17.05% |
| Total return CAGR (5Y) | 44.21%● | 7.01% |
Frequently asked
- Which is better, IBKR or SCHW?
- It depends on your goal. value: SCHW (lower P/E); growth: IBKR (faster 5Y revenue CAGR); income: SCHW (higher dividend yield); quality: IBKR (higher ROIC). Across all compared metrics, they are evenly matched.
- Is IBKR or SCHW cheaper?
- On trailing earnings, SCHW is cheaper: IBKR trades at a 41.38 P/E and SCHW at 18.19.
- Which has grown faster, IBKR or SCHW?
- Over the past five years, IBKR grew revenue faster — IBKR at a 32.50% CAGR versus SCHW at 14.85%.
- Does IBKR or SCHW pay a bigger dividend?
- IBKR yields 0.34% and SCHW yields 1.29% based on trailing dividends and the latest price.
- Is IBKR or SCHW more profitable?
- SCHW runs the higher net margin — IBKR at 9.77% versus SCHW at 33.26%.
- Which has been the better investment, IBKR or SCHW?
- Over the past 10-year, IBKR delivered the higher annualized total return — IBKR at 27.41% versus SCHW at 13.89%. 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 growthInteractive Brokers free cash flowCharles Schwab free cash flow
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 June 21, 2026.