Basis: Latest reported fiscal year. 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 29% above its 5-year average of 14.82%, near the high end of its 5-year range (9.99%–19.07%).
As of the fiscal period ended Wednesday, December 31, 2025. 5.97% above its 12-month average of 18.00%.
Annual fiscal-year return on equity; no daily interpolation.
RETURN ON EQUITY (ROE)
19.07%
RETURN ON EQUITY (ROE) AVG TTM
18.00%
RETURN ON EQUITY (ROE) AVG 3Y
16.52%
RETURN ON EQUITY (ROE) AVG 5Y
14.82%
RETURN ON EQUITY (ROE) AVG 10Y
12.22%
RETURN ON EQUITY (ROE) AVG 15Y
10.90%
RETURN ON EQUITY (ROE) AVG 20Y
13.85%
CURRENT VS TTM AVG
+5.97%
CURRENT VS 3Y AVG
+15.45%
CURRENT VS 5Y AVG
+28.68%
CURRENT VS 10Y AVG
+56.01%
CURRENT VS 15Y AVG
+75.02%
CURRENT VS 20Y AVG
+37.68%
SECTOR MEDIAN · FINANCIAL SERVICES
14.10%
median of 95 covered companies
CURRENT VS SECTOR MEDIAN
+35.25%
vs the sector median at left
Interactive Brokers Group, Inc.
Market Cap
$153.35B
Return on Equity (ROE)
19.07%
TTM Avg
18.00%
3Y Avg
16.52%
5Y Avg
14.82%
Market Cap
$164.31B
Return on Equity (ROE)
39.04%
TTM Avg
34.33%
3Y Avg
27.97%
5Y Avg
31.63%
Market Cap
$167.54B
Return on Equity (ROE)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$136.01B
Return on Equity (ROE)
14.88%
TTM Avg
14.23%
3Y Avg
13.50%
5Y Avg
12.37%
Market Cap
$135.97B
Return on Equity (ROE)
9.24%
TTM Avg
4.98%
3Y Avg
8.09%
5Y Avg
9.53%
Market Cap
$175.70B
Return on Equity (ROE)
11.60%
TTM Avg
11.68%
3Y Avg
12.76%
5Y Avg
13.45%
Market Cap
$123.70B
Return on Equity (ROE)
34.57%
TTM Avg
35.22%
3Y Avg
23.55%
5Y Avg
24.35%
Market Cap
$120.88B
Return on Equity (ROE)
15.57%
TTM Avg
12.96%
3Y Avg
10.63%
5Y Avg
108.48%
Market Cap
$187.86B
Return on Equity (ROE)
20.24%
TTM Avg
15.09%
3Y Avg
15.55%
5Y Avg
13.08%
| NAME | MARKET CAP | RETURN ON EQUITY (ROE) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Interactive Brokers Group, Inc. (IBKR) | $153.35B | 19.07% | 18.00% | 16.52% | 14.82% |
| Blackstone Inc. (BX)vs › | $164.31B | 39.04% | 34.33% | 27.97% | 31.63% |
| Vanguard FTSE Emerging Markets ETF (VWO)vs › | $167.54B | N/A | N/A | N/A | N/A |
| Chubb Limited (CB)vs › | $136.01B | 14.88% | 14.23% | 13.50% | 12.37% |
| Capital One Financial Corporation (COF)vs › | $135.97B | 9.24% | 4.98% | 8.09% | 9.53% |
| BlackRock, Inc. (BLK)vs › | $175.70B | 11.60% | 11.68% | 12.76% | 13.45% |
| The Progressive Corporation (PGR)vs › | $123.70B | 34.57% | 35.22% | 23.55% | 24.35% |
| S&P Global Inc. (SPGI)vs › | $120.88B | 15.57% | 12.96% | 10.63% | 108.48% |
| The Charles Schwab Corporation (SCHW)vs › | $187.86B | 20.24% | 15.09% | 15.55% | 13.08% |
| Bank of New York Mellon Corp (BNY)vs › | $108.96B | 12.52% | 11.74% | 9.46% | 9.08% |
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) |
|---|---|
| 2025-12-31 | 18.35% |
| 2024-12-31 | 17.64% |
| 2023-12-31 | 16.74% |
| 2022-12-31 | 13.34% |
| 2021-12-31 | 12.86% |
| 2020-12-31 | 9.99% |
| 2019-12-31 | 11.09% |
| 2018-12-31 | 13.18% |
| 2017-12-31 | 6.97% |
| 2016-12-31 | 8.62% |
| 2015-12-31 | 5.68% |
| 2014-12-31 | 5.87% |
| 2013-12-31 | 5.23% |
| 2012-12-31 | 6.98% |
| 2011-12-31 | -150.34% |
| 2010-12-31 | -13.83% |
| 2009-12-31 | 10.05% |
| 2008-12-31 | 25.44% |
| 2007-12-31 | 24.30% |
| 2006-12-31 | 26.20% |
| 2005-12-31 | 24.63% |
| 2004-12-31 | 0.00% |
