Annual ROA
2.47%0.02%+0.82%
Summary
- Current Value
- As of today, IBKR annual ROA is 2.47%, up +0.82% on
- Historical Performance
- IBKR annual ROA is up +50.61% over the past 3 years, up +75.18% over the past 5 years
- All-Time High Comparison
- IBKR annual ROA is currently -31.58% below its historical high of 3.61% set on
- 3-Year Low Comparison
- IBKR annual ROA is +50.61% above its 3-year low of 1.64% reached on an earlier date
- Sector Comparison
- IBKR annual ROA is higher than 60.14% of companies in Financial Services sector
ROA Chart
SUGGESTED SERIES
Performance
| Metric | Date | Value | 1Y | 3Y | 5Y | 15Y |
|---|---|---|---|---|---|---|
| Annual ROA | 2.47% | +0.8% | +50.6% | +75.2% | +139.8% | |
| Quarterly ROA | 2.33% | -4.5% | +12.6% | +23.9% | +37.1% | |
| Price | $90.66 | +37.0% | +295.8% | +467.3% | +2337.1% | |
| PE Ratio | 36.09 | +4.0% | +92.9% | +100.7% | -51.5% | |
| Annual Revenue | $10.43B | +11.0% | +149.2% | +317.4% | +950.6% | |
| Annual Net Income | $4.36B | +27.9% | +136.5% | +269.6% | +1453.8% | |
| Annual Total Assets | $203.24B | +35.4% | +76.5% | +112.4% | +621.2% | |
| Annual ROE | 23.51% | +5.8% | +39.4% | +68.9% | +281.7% |
ROA Highs
| Period | High | Date | Current |
|---|---|---|---|
| 3Y | 2.47% | at high | |
| 5Y | 2.47% | at high | |
| All | 3.61% | -31.6% |
ROA Lows
| Period | Low | Date | Current |
|---|---|---|---|
| 3Y | 1.64% | N/A | +50.6% |
| 5Y | 1.41% | N/A | +75.2% |
| All | 0.90% | +174.4% |
ROA History
FAQ
- What is the current annual ROA of IBKR?
- As of today, IBKR annual ROA is 2.47%
- What is 1-year change in IBKR annual ROA?
- IBKR annual ROA is up +0.82% year-over-year
- What is 3-year change in IBKR annual ROA?
- IBKR annual ROA is up +50.61% over the past 3 years
- How far is IBKR annual ROA from its all-time high?
- IBKR annual ROA is currently -31.58% below its historical high of 3.61% set on December 31, 2008
- How does IBKR annual ROA rank versus sector peers?
- IBKR annual ROA is higher than 60.14% of companies in Financial Services sector
- When is IBKR next annual earnings release?
- As of today, the next annual earnings release for IBKR has not been scheduled
ROA Formula
ROA = Net Income
Total Assets × 100%
Total Assets × 100%
Quarterly ROA
2.33%0.04%-1.69%
Summary
- Current Value
- As of today, IBKR quarterly ROA is 2.33%, down -1.69% on
- Historical Performance
- IBKR quarterly ROA is down -4.51% year-over-year, up +12.56% over the past 3 years
- All-Time High Comparison
- IBKR quarterly ROA is currently -35.64% below its historical high of 3.62% set on
- 3-Year Low Comparison
- IBKR quarterly ROA is +12.56% above its 3-year low of 2.07% reached on an earlier date
- Sector Comparison
- IBKR quarterly ROA is higher than 69.05% of companies in Financial Services sector
Performance
| Metric | Date | Value | 3M | 1Y | 3Y | 5Y |
|---|---|---|---|---|---|---|
| Quarterly ROA | 2.33% | -1.7% | -4.5% | +12.6% | +23.9% | |
| Annual ROA | 2.47% | – | +0.8% | +50.6% | +75.2% | |
| Price | $90.66 | +6.8% | +37.0% | +295.8% | +467.3% | |
| PE Ratio | 36.09 | -1.1% | +4.0% | +92.9% | +100.7% | |
| Quarterly Revenue | $3.05B | +13.7% | +21.4% | +60.2% | +283.7% | |
| Quarterly Net Income | $1.34B | +14.3% | +33.0% | +122.6% | +164.4% | |
| Quarterly Total Assets | $247.31B | +13.1% | +36.3% | +105.1% | +137.0% | |
| Quarterly ROE | 24.00% | +2.3% | +6.6% | +15.2% | +22.2% |
Quarterly ROA Highs
| Period | High | Date | Current |
|---|---|---|---|
| 1Y | 2.46% | -5.3% | |
| 3Y | 2.47% | -5.7% | |
| 5Y | 2.47% | -5.7% | |
| All | 3.62% | -35.6% |
Quarterly ROA Lows
| Period | Low | Date | Current |
|---|---|---|---|
| 1Y | 2.33% | at low | |
| 3Y | 2.07% | N/A | +12.6% |
| 5Y | 1.16% | +100.9% | |
| All | 0.36% | +547.2% |
Quarterly ROA History
FAQ
- What is the current quarterly ROA of IBKR?
- As of today, IBKR quarterly ROA is 2.33%
- What is IBKR quarterly ROA most recent change?
- IBKR quarterly ROA was down -1.69% on June 30, 2026
- What is 1-year change in IBKR quarterly ROA?
- IBKR quarterly ROA is down -4.51% year-over-year
- How far is IBKR quarterly ROA from its all-time high?
- IBKR quarterly ROA is currently -35.64% below its historical high of 3.62% set on December 31, 2008
- How does IBKR quarterly ROA rank versus sector peers?
- IBKR quarterly ROA is higher than 69.05% of companies in Financial Services sector
- When is IBKR next earnings release?
- The next earnings release for IBKR is on
ROA Formula
ROA = Net Income
Total Assets × 100%
Total Assets × 100%
Data Sources & References
- IBKR Official Website www.interactivebrokers.com
- Most Recent Annual Report (10-K) www.sec.gov/Archives/edgar/data/1381197/000119312526016540/0001193125-26-016540-index.htm
- IBKR Profile on Yahoo Finance finance.yahoo.com/quote/IBKR
- IBKR Profile on NASDAQ.com www.nasdaq.com/market-activity/stocks/ibkr
