Interactive Brokers Group, Inc. (IBKR) Return on Invested Capital (ROIC): 17.47%
Is Interactive Brokers Group, Inc.’s return on invested capital (ROIC) high or low?
Interactive Brokers Group, Inc.'s return on invested capital (ROIC) of 17.47% is 14% above its 5-year average of 15.33%, around the middle of its 5-year range (7.15%–23.32%).
As of Sunday, June 21, 2026. 11.05% below its 12-month average of 19.64%.
IBKR Return on Invested Capital (ROIC) Chart
IBKR Average Return on Invested Capital (ROIC) Chart
IBKR Current vs Average Return on Invested Capital (ROIC) Chart
IBKR Return on Invested Capital (ROIC) Metrics
RETURN ON INVESTED CAPITAL (ROIC)
17.47%
RETURN ON INVESTED CAPITAL (ROIC) AVG TTM
19.64%
RETURN ON INVESTED CAPITAL (ROIC) AVG 3Y
19.13%
RETURN ON INVESTED CAPITAL (ROIC) AVG 5Y
15.33%
RETURN ON INVESTED CAPITAL (ROIC) AVG 10Y
12.48%
RETURN ON INVESTED CAPITAL (ROIC) AVG 15Y
10.70%
RETURN ON INVESTED CAPITAL (ROIC) AVG 20Y
10.32%
CURRENT VS TTM AVG
-11.05%
CURRENT VS 3Y AVG
-8.67%
CURRENT VS 5Y AVG
+13.97%
CURRENT VS 10Y AVG
+39.96%
CURRENT VS 15Y AVG
+63.20%
CURRENT VS 20Y AVG
+69.24%
IBKR Competitors' Return on Invested Capital (ROIC)
| NAME | MARKET CAP | RETURN ON INVESTED CAPITAL (ROIC) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Interactive Brokers Group, Inc. (IBKR) | $165.11B | 17.47% | 19.64% | 19.13% | 15.33% |
| BlackRock, Inc. (BLK)vs › | $163.01B | 3.27% | 3.80% | 4.01% | 3.73% |
| The Charles Schwab Corporation (SCHW)vs › | $159.48B | 9.50% | 7.55% | 7.32% | 6.89% |
| Blackstone Inc. (BX)vs › | $148.69B | 13.61% | 13.49% | 10.21% | 13.53% |
| Chubb Limited (CB)vs › | $125.43B | 7.95% | 0.25% | 430.60% | 429.29% |
| Capital One Financial Corporation (COF)vs › | $125.41B | 1.09% | 2.42% | 3.67% | 4.54% |
| S&P Global Inc. (SPGI)vs › | $121.63B | 9.22% | 8.68% | 7.44% | 15.06% |
| The Progressive Corporation (PGR)vs › | $119.71B | 20.74% | 20.27% | 11.49% | 10.13% |
| American Express Company (AXP)vs › | $230.74B | 8.29% | 8.50% | 7.85% | 7.26% |
| Brookfield Corporation (BN)vs › | $99.26B | 3.19% | 2.88% | 2.78% | 2.53% |
Capital Efficiency
ROIC
17.5%
ROE
18.6%
Interactive Brokers Group, Inc. Return on Invested Capital (ROIC) Formula & Definition
ROIC = NOPAT / Invested Capital
Return on invested capital measures the after-tax return a company earns on all capital (debt and equity) invested in the business.
Expanded definitions: Investopedia, Wikipedia, Corporate Finance Institute
Interactive Brokers Group, Inc. Return on Invested Capital (ROIC) FAQ
- What is the return on invested capital (ROIC) for Interactive Brokers Group, Inc. (IBKR)?
- The return on invested capital (ROIC) for IBKR stock is 17.47%.
- Is Interactive Brokers Group, Inc.'s return on invested capital (ROIC) high or low?
- Interactive Brokers Group, Inc.'s return on invested capital (ROIC) of 17.47% is 14% above its 5-year average of 15.33%, around the middle of its 5-year range (7.15%–23.32%).
- What is the TTM average return on invested capital (ROIC) for Interactive Brokers Group, Inc. (IBKR)?
- The TTM average return on invested capital (ROIC) for IBKR stock is 19.64%.
- What is the 3Y average return on invested capital (ROIC) for Interactive Brokers Group, Inc. (IBKR)?
- The 3Y average return on invested capital (ROIC) for IBKR stock is 19.13%.
- What is the 5Y average return on invested capital (ROIC) for Interactive Brokers Group, Inc. (IBKR)?
- The 5Y average return on invested capital (ROIC) for IBKR stock is 15.33%.
- What is the 10Y average return on invested capital (ROIC) for Interactive Brokers Group, Inc. (IBKR)?
- The 10Y average return on invested capital (ROIC) for IBKR stock is 12.48%.
- What is the 15Y average return on invested capital (ROIC) for Interactive Brokers Group, Inc. (IBKR)?
- The 15Y average return on invested capital (ROIC) for IBKR stock is 10.70%.
- What is the 20Y average return on invested capital (ROIC) for Interactive Brokers Group, Inc. (IBKR)?
- The 20Y average return on invested capital (ROIC) for IBKR stock is 10.32%.
Interactive Brokers Group, Inc. Return on Invested Capital (ROIC) History
| DATE | RETURN ON INVESTED CAPITAL (ROIC) |
|---|---|
| 2025-12-31 | 17.47% |
| 2024-12-31 | 21.81% |
| 2023-12-31 | 23.32% |
| 2022-12-31 | 13.91% |
| 2021-12-31 | 8.31% |
| 2020-12-31 | 7.15% |
| 2019-12-31 | 12.04% |
| 2018-12-31 | 13.12% |
| 2017-12-31 | 6.69% |
| 2016-12-31 | 6.20% |
| 2015-12-31 | 7.28% |
| 2014-12-31 | 6.21% |
| 2013-12-31 | 5.53% |
| 2012-12-31 | 5.19% |
| 2011-12-31 | 12.02% |
| 2010-12-31 | 5.02% |
| 2009-12-31 | 7.09% |
| 2008-12-31 | 18.60% |
| 2007-12-31 | 8.09% |
| 2006-12-31 | 5.91% |
| 2005-12-31 | 5.82% |
| 2004-12-31 | 0.00% |
Related Metrics
About Interactive Brokers Group, Inc.
Interactive Brokers Group, Inc. operates as a sophisticated electronic brokerage, serving clients across the United States and globally. This firm manages the trading, clearing, and settlement for a broad spectrum of financial instruments, including equities, options, futures, foreign exchange, bonds, mutual funds, exchange-traded funds (ETFs), precious metals, and digital currencies. Beyond its core brokerage activities, the company provides custodial and administrative account services tailored for various entities such as hedge funds, mutual funds, ETFs, registered investment advisors, proprietary trading desks, introducing brokers, and individual investors. Its suite of services also includes custody solutions, prime brokerage, and financing options like securities lending and margin lending. Interactive Brokers caters to both institutional and individual clientele, utilizing advanced electronic exchanges and market platforms. The company was established in 1977 and maintains its headquarters in Greenwich, Connecticut.
- Sector
- Financial Services
- Industry
- Investment - Banking & Investment Services
- CEO
- Milan Galik