Interactive Brokers [IBKR] vs Charles Schwab [SCHW] Detailed Stock Comparison

Interactive Brokers

NASDAQ

Charles Schwab

NYSE

TLDR: Quick Comparison Summary

Based on 20 vital metrics comparison: Interactive Brokers wins in 10 metrics, Charles Schwab wins in 8 metrics, with 0 ties. Interactive Brokers appears stronger overall.

View Metrics Details

Vital Metrics Comparison

Metric	Interactive Brokers	Charles Schwab	Better
P/E Ratio (TTM)	33.15	25.84	Charles Schwab
Price-to-Book Ratio	5.79	4.09	Charles Schwab
Debt-to-Equity Ratio	117.15	111.87	Charles Schwab
PEG Ratio	-0.48	0.40	Interactive Brokers
EV/EBITDA	-5.82	N/A	N/A
Profit Margin (TTM)	14.87%	33.68%	Charles Schwab
Operating Margin (TTM)	74.68%	47.91%	Interactive Brokers
EBITDA Margin (TTM)	74.68%	47.91%	Interactive Brokers
Return on Equity	22.39%	15.60%	Interactive Brokers
Return on Assets (TTM)	2.37%	1.60%	Interactive Brokers
Free Cash Flow (TTM)	$8.68B	$2.05B	Interactive Brokers
Dividend Yield	1.80%	0.86%	Interactive Brokers
1-Year Return	102.30%	48.72%	Interactive Brokers
Price-to-Sales Ratio (TTM)	19.09	8.07	Charles Schwab
Enterprise Value	$-46.67B	$154.43B	Charles Schwab
EV/Revenue Ratio	-8.28	7.14	Interactive Brokers
Gross Profit Margin (TTM)	88.70%	N/A	N/A
Revenue per Share (TTM)	$13	$12	Interactive Brokers
Earnings per Share (Diluted)	$1.91	$3.72	Charles Schwab
Beta (Stock Volatility)	1.22	0.96	Charles Schwab

Performance

Key Stats

Valuation

Financials

Short Interest

Dividends

Interactive Brokers vs Charles Schwab Stock Performance Analysis

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Performance Comparison

Short-term Returns

Stock	1D	1W	1M	3M	6M	YTD
Interactive Brokers	-1.93%	-7.72%	0.66%	20.02%	7.31%	36.80%
Charles Schwab	-0.43%	-2.97%	-0.51%	7.32%	16.77%	29.69%

Long-term Returns

Stock	1Y	3Y	5Y	10Y	15Y	20Y
Interactive Brokers	102.30%	305.26%	368.54%	519.76%	1,429.66%	698.08%
Charles Schwab	48.72%	33.20%	163.95%	211.92%	624.36%	610.91%

Performance Comparison

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Interactive Brokers (IBKR): View Full Stock Overview

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Key Performance Metrics Available:

Daily, weekly, monthly, and yearly returns
52-week high and low prices
Market capitalization and valuation ratios
Financial health and profitability metrics
Dividend history and yield information

Performance & Financial Health Analysis: Interactive Brokers vs Charles Schwab

Metric	IBKR	SCHW
Market Information
Market Cap i	$107.62B	$174.46B
Market Cap Category	Large cap	Large cap
10 Day Avg. Volume i	3,921,887	8,151,510
90 Day Avg. Volume i	5,221,932	8,809,587
Last Close	$62.41	$95.76
52 Week Range	$30.01 - $68.07	$61.16 - $99.59
% from 52W High	-8.31%	-3.85%
All-Time High	$236.53 (Feb 10, 2025)	$99.59 (Jul 29, 2025)
% from All-Time High	-73.61%	-3.85%
Growth Metrics
Quarterly Revenue Growth	0.19%	0.25%
Quarterly Earnings Growth	0.25%	0.60%
Financial Health
Profit Margin (TTM) i	0.15%	0.34%
Operating Margin (TTM) i	0.75%	0.48%
Return on Equity (TTM) i	0.22%	0.16%
Debt to Equity (MRQ) i	117.15	111.87
Cash & Liquidity
Book Value per Share (MRQ)	$10.93	$23.53
Cash per Share (MRQ)	$247.61	$45.24
Operating Cash Flow (TTM) i	$15.14B	$17.81B
Levered Free Cash Flow (TTM) i	$755.00M	$5.48B
Dividends
Last 12-Month Dividend Yield i	1.80%	0.86%
Last 12-Month Dividend i	$1.15	$0.77

Valuation & Enterprise Metrics Analysis: Interactive Brokers vs Charles Schwab

Metric	IBKR	SCHW
Price Ratios
P/E Ratio (TTM) i	33.15	25.84
Forward P/E i	9.16	25.29
PEG Ratio i	-0.48	0.40
Price to Sales (TTM) i	19.09	8.07
Price to Book (MRQ) i	5.79	4.09
Market Capitalization
Market Capitalization i	$107.62B	$174.46B
Enterprise Value i	$-46,672,388,096	$154.43B
Enterprise Value Metrics
Enterprise to Revenue i	-8.28	7.14
Enterprise to EBITDA i	-5.82	N/A
Risk & Other Metrics
Beta i	1.22	0.96
Book Value per Share (MRQ) i	$10.93	$23.53

Financial Statements Comparison: Interactive Brokers vs Charles Schwab

Financial Metrics

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Revenue

EBITDA

Shareholders Equity

Operating Margin

Free Cash Flow

Long Term Debt

Profit Margin

Current Ratio

Operating Cash Flow

Income Statement (MRQ)

Metric (MRQ)	IBKR	SCHW
Revenue/Sales i	$2.47B	$5.60B
Cost of Goods Sold i	$279.00M	N/A
Gross Profit i	$2.19B	N/A
Research & Development i	N/A	N/A
Operating Income (EBIT) i	$2.09B	N/A
EBITDA i	$2.17B	N/A
Pre-Tax Income i	$1.10B	$2.46B
Income Tax i	$98.00M	$546.00M
Net Income (Profit) i	$1.01B	$1.91B

Balance Sheet & Liquidity Metrics (MRQ)

Metric (MRQ)	IBKR	SCHW
Cash & Equivalents i	$3.50B	$35.01B
Total Current Assets i	$138.93B	N/A
Total Current Liabilities i	$123.04B	N/A
Long-Term Debt i	N/A	$21.45B
Total Shareholders Equity i	$17.48B	$49.51B
Retained Earnings i	$2.70B	$38.88B
Property, Plant & Equipment i	N/A	$3.28B

Cash Flow Statement Comparison (MRQ)

Metric (MRQ)	IBKR	SCHW
Operating Cash Flow i	$1.87B	$5.20B
Capital Expenditures i	$-16.00M	$-117.00M
Free Cash Flow i	$2.57B	$6.24B
Debt Repayment i	N/A	$-18.76B
Common Stock Repurchase i	N/A	$-1.50B

Short Interest & Institutional Ownership Analysis

Metric	IBKR	SCHW
Shares Short i	9.61M	19.94M
Short Ratio i	1.63	2.26
Short % of Float i	0.02%	0.01%
Average Daily Volume (10 Day) i	3,921,887	8,151,510
Average Daily Volume (90 Day) i	5,221,932	8,809,587
Shares Outstanding i	435.62M	1.83B
Float Shares i	430.52M	1.71B
% Held by Insiders i	0.03%	0.06%
% Held by Institutions i	0.87%	0.85%

Dividend Analysis & Yield Comparison: Interactive Brokers vs Charles Schwab

Metric	IBKR	SCHW
Last 12-Month Dividend i	$1.15	$0.77
Last 12-Month Dividend Yield i	1.80%	0.86%
3-Year Avg Annual Dividend i	$0.70	$0.90
3-Year Avg Dividend Yield i	0.14%	0.36%
3-Year Total Dividends i	$2.10	$2.71
Ex-Dividend Date	Aug 29, 2025	Feb 14, 2025

Interactive Brokers [IBKR] vs Charles Schwab [SCHW] Detailed Stock Comparison