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 August 5, 2026. Differences are shown without an overall score or investment verdict.
IBKR
Interactive Brokers Group, Inc.
$89.05Financial ServicesDelayed quote: Aug 5, 2026, 2:55 PM EDT
SCHW
The Charles Schwab Corporation
$108.23Financial ServicesDelayed quote: Aug 5, 2026, 2:55 PM EDT
Total return — IBKR vs SCHW
growth of $100 · dividends reinvested · last 19yIBKR +1241.7%SCHW +590.2%IBKR compounded faster
IBKR SCHW
IBKR vs SCHW: by the numbers
- •SCHW is the larger company ($188.22B vs $153.88B market cap).
- •SCHW trades at the lower trailing earnings multiple (19.34 vs 35.45 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 (1.11% vs 0.37%).
Metrics side by side
Valuation
| Metric | IBKR | SCHW |
|---|---|---|
| P/E ratio | 35.45 | 19.34 |
| Forward P/E | 32.54 | 16.36 |
| P/S ratio | 3.59 | 6.16 |
| P/B ratio | 6.76 | 3.71 |
| PEG ratio | 1.05 | 0.38 |
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% |
| ROIC | 17.47% | 9.50% |
Dividends
| Metric | IBKR | SCHW |
|---|---|---|
| Dividend yield | 0.37% | 1.11% |
| Payout ratio | 14.69% | 25.21% |
Growth (annualized)
| Metric | IBKR | SCHW |
|---|---|---|
| Revenue CAGR (5Y) | 32.59% | 13.03% |
| EPS CAGR (5Y) | 29.60% | 17.05% |
| Total return CAGR (5Y) | 42.53% | 10.93% |
Frequently asked
- Which has the lower trailing P/E, IBKR or SCHW?
- SCHW has the lower trailing P/E: IBKR trades at 35.45 and SCHW at 19.34. 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 0.37% and SCHW yields 1.11% 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 26.97% and SCHW delivered 15.55% 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 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 August 5, 2026.