Basis: Trailing twelve months (TTM), to the latest fiscal quarter end. Source: stored company filings and market data; unavailable inputs remain N/A.
Is the return on equity (ROE) high or low?
The return on equity (ROE) of 19.07% is 21% above its 5-year average of 15.70%, near the high end of its 5-year range (10.06%–19.07%).
As of the fiscal period ended Tuesday, June 30, 2026. 4.41% above its 12-month average of 18.27%.
Trailing-twelve-month return on equity at each fiscal quarter end; no daily interpolation. Q2 FY2026 (2026-06-30): 19.07%.
RETURN ON EQUITY (ROE)
19.07%
RETURN ON EQUITY (ROE) AVG TTM
18.27%
RETURN ON EQUITY (ROE) AVG 3Y
17.49%
RETURN ON EQUITY (ROE) AVG 5Y
15.70%
RETURN ON EQUITY (ROE) AVG 10Y
12.94%
RETURN ON EQUITY (ROE) AVG 15Y
11.41%
RETURN ON EQUITY (ROE) AVG 20Y
13.35%
CURRENT VS TTM AVG
+4.41%
CURRENT VS 3Y AVG
+9.04%
CURRENT VS 5Y AVG
+21.49%
CURRENT VS 10Y AVG
+47.38%
CURRENT VS 15Y AVG
+67.10%
CURRENT VS 20Y AVG
+42.88%
SECTOR MEDIAN · FINANCIAL SERVICES
13.39%
median of 102 covered companies
CURRENT VS SECTOR MEDIAN
+42.38%
vs the sector median at left
Interactive Brokers Group, Inc.
Market Cap
$156.72B
Return on Equity (ROE)
19.07%
TTM Avg
18.27%
3Y Avg
17.49%
5Y Avg
15.70%
Market Cap
$150.95B
Return on Equity (ROE)
39.04%
TTM Avg
34.33%
3Y Avg
27.97%
5Y Avg
31.63%
Market Cap
$165.81B
Return on Equity (ROE)
11.41%
TTM Avg
11.68%
3Y Avg
12.76%
5Y Avg
13.45%
Market Cap
$167.54B
Return on Equity (ROE)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$131.42B
Return on Equity (ROE)
14.88%
TTM Avg
14.23%
3Y Avg
13.50%
5Y Avg
12.37%
Market Cap
$183.04B
Return on Equity (ROE)
20.24%
TTM Avg
15.09%
3Y Avg
15.55%
5Y Avg
13.08%
Market Cap
$128.31B
Return on Equity (ROE)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$124.19B
Return on Equity (ROE)
9.24%
TTM Avg
4.98%
3Y Avg
8.09%
5Y Avg
9.53%
Market Cap
$124.12B
Return on Equity (ROE)
34.06%
TTM Avg
35.22%
3Y Avg
23.55%
5Y Avg
24.35%
| NAME | MARKET CAP | RETURN ON EQUITY (ROE) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Interactive Brokers Group, Inc. (IBKR) | $156.72B | 19.07% | 18.27% | 17.49% | 15.70% |
| Blackstone Inc. (BX)vs › | $150.95B | 39.04% | 34.33% | 27.97% | 31.63% |
| BlackRock, Inc. (BLK)vs › | $165.81B | 11.41% | 11.68% | 12.76% | 13.45% |
| Vanguard FTSE Emerging Markets ETF (VWO)vs › | $167.54B | N/A | N/A | N/A | N/A |
| Chubb Limited (CB)vs › | $131.42B | 14.88% | 14.23% | 13.50% | 12.37% |
| The Charles Schwab Corporation (SCHW)vs › | $183.04B | 20.24% | 15.09% | 15.55% | 13.08% |
| Vanguard Dividend Appreciation ETF (VIG)vs › | $128.31B | N/A | N/A | N/A | N/A |
| Capital One Financial Corporation (COF)vs › | $124.19B | 9.24% | 4.98% | 8.09% | 9.53% |
| The Progressive Corporation (PGR)vs › | $124.12B | 34.06% | 35.22% | 23.55% | 24.35% |
| S&P Global Inc. (SPGI)vs › | $119.49B | 15.57% | 12.96% | 10.63% | 108.48% |
ROE
19.1%
ROA
0.5%
ROE = Net Income / Total Shareholders' Equity
Return on equity measures how efficiently a company generates profit from shareholders' equity. Higher ROE indicates better capital efficiency.
Expanded definitions: Investopedia, Wikipedia, Corporate Finance Institute
| DATE | RETURN ON EQUITY (ROE) |
|---|---|
| 2026-06-30 | 19.07% |
| 2026-03-31 | 18.59% |
| 2025-12-31 | 18.35% |
| 2025-09-30 | 17.96% |
| 2025-06-30 | 17.37% |
| 2025-03-31 | 17.61% |
| 2024-12-31 | 17.64% |
| 2024-09-30 | 16.84% |
| 2024-06-30 | 17.34% |
| 2024-03-31 | 16.80% |
| 2023-12-31 | 16.74% |
| 2023-09-30 | 16.99% |
| 2023-06-30 | 16.09% |
| 2023-03-31 | 15.16% |
| 2022-12-31 | 13.34% |
| 2022-09-30 | 11.62% |
| 2022-06-30 | 10.06% |
| 2022-03-31 | 11.16% |
| 2021-12-31 | 12.86% |
| 2021-09-30 | 13.38% |
| 2021-06-30 | 14.70% |
| 2021-03-31 | 12.57% |
| 2020-12-31 | 9.99% |
| 2020-09-30 | 10.44% |
| 2020-06-30 | 10.27% |
| 2020-03-31 | 10.63% |
| 2019-12-31 | 11.09% |
| 2019-09-30 | 11.39% |
| 2019-06-30 | 11.81% |
| 2019-03-31 | 12.98% |
| 2018-12-31 | 13.18% |
| 2018-09-30 | 9.98% |
| 2018-06-30 | 9.81% |
| 2018-03-31 | 8.66% |
| 2017-12-31 | 6.97% |
| 2017-09-30 | 7.48% |
| 2017-06-30 | 6.77% |
| 2017-03-31 | 7.52% |
| 2016-12-31 | 8.62% |
| 2016-09-30 | 9.89% |
| 2016-06-30 | 10.82% |
| 2016-03-31 | 10.59% |
| 2015-12-31 | 5.68% |
| 2015-09-30 | 4.76% |
| 2015-06-30 | 2.71% |
| 2015-03-31 | 1.74% |
| 2014-12-31 | 5.87% |
| 2014-09-30 | 5.41% |
| 2014-06-30 | 7.09% |
| 2014-03-31 | 6.84% |
| 2013-12-31 | 5.23% |
| 2013-09-30 | 6.61% |
| 2013-06-30 | 29.37% |
| 2013-03-31 | 45.37% |
| 2012-12-31 | 67.75% |
| 2012-09-30 | 10.50% |
| 2012-06-30 | 11.72% |
| 2012-03-31 | 12.59% |
| 2011-09-30 | 11.86% |
| 2011-06-30 | 10.81% |
| 2011-03-31 | 9.55% |
| 2010-09-30 | 6.28% |
| 2010-06-30 | 6.04% |
| 2010-03-31 | 8.08% |
| 2009-12-31 | 10.05% |
| 2009-09-30 | 14.04% |
| 2009-06-30 | 18.80% |
| 2009-03-31 | 21.11% |
| 2008-12-31 | 25.44% |
| 2008-09-30 | 27.32% |
| 2008-06-30 | 27.22% |
| 2008-03-31 | 25.52% |
| 2007-12-31 | 24.30% |
| 2007-09-30 | 23.64% |
| 2007-06-30 | 23.53% |
| 2007-03-31 | 24.01% |
| 2006-12-31 | 26.20% |
