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 57.76% 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 | 2.37% | -4.0% | +25.4% | +42.8% | +62.3% | |
| Price | $80.46 | +84.6% | +317.0% | +350.0% | +1734.9% | |
| PE Ratio | 34.67 | +44.1% | +98.6% | +43.8% | -86.2% | |
| 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 57.76% 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
Quarterly ROA
2.37%0.07%-2.87%
Summary
- Current Value
- As of today, IBKR quarterly ROA is 2.37%, down -2.87% on
- Historical Performance
- IBKR quarterly ROA is down -4.05% year-over-year, up +25.40% over the past 3 years
- All-Time High Comparison
- IBKR quarterly ROA is currently -34.53% below its historical high of 3.62% set on
- 3-Year Low Comparison
- IBKR quarterly ROA is +25.40% above its 3-year low of 1.89% reached on an earlier date
- Sector Comparison
- IBKR quarterly ROA is higher than 66.55% of companies in Financial Services sector
Performance
| Metric | Date | Value | 3M | 1Y | 3Y | 5Y |
|---|---|---|---|---|---|---|
| Quarterly ROA | 2.37% | -2.9% | -4.0% | +25.4% | +42.8% | |
| Annual ROA | 2.47% | – | +0.8% | +50.6% | +75.2% | |
| Price | $80.46 | +7.5% | +84.6% | +317.0% | +350.0% | |
| PE Ratio | 34.67 | +2.6% | +44.1% | +98.6% | +43.8% | |
| Quarterly Revenue | $2.70B | -2.6% | +14.7% | +53.0% | +175.6% | |
| Quarterly Net Income | $1.17B | -2.5% | +21.5% | +67.3% | +99.8% | |
| Quarterly Total Assets | $218.75B | +7.6% | +38.7% | +83.1% | +110.8% | |
| Quarterly ROE | 23.47% | -0.3% | +4.9% | +20.4% | +38.1% |
Quarterly ROA Highs
| Period | High | Date | Current |
|---|---|---|---|
| 1Y | 2.47% | N/A | -4.0% |
| 3Y | 2.47% | -4.0% | |
| 5Y | 2.47% | -4.0% | |
| All | 3.62% | -34.5% |
Quarterly ROA Lows
| Period | Low | Date | Current |
|---|---|---|---|
| 1Y | 2.37% | at low | |
| 3Y | 1.89% | N/A | +25.4% |
| 5Y | 1.16% | +104.3% | |
| All | 0.36% | +558.3% |
Quarterly ROA History
FAQ
What is the current quarterly ROA of IBKR?
As of today, IBKR quarterly ROA is 2.37%
What is IBKR quarterly ROA most recent change?
IBKR quarterly ROA was down -2.87% on March 31, 2026
What is 1-year change in IBKR quarterly ROA?
IBKR quarterly ROA is down -4.05% year-over-year
How far is IBKR quarterly ROA from its all-time high?
IBKR quarterly ROA is currently -34.53% 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 66.55% 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