Interactive Brokers Group (IBKR) vs Charles Schwab (SCHW)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 8, 2026.
Summary
Interactive Brokers Group (IBKR) has outperformed Charles Schwab (SCHW) over the past year, gaining 26.5% versus a gain of 1.7%. Over five years, IBKR leads with a +393.7% price change compared with +18.1% for SCHW. Charles Schwab is the larger company by market cap ($167.52 billion vs $147.33 billion), about 1.1 times the size, while Interactive Brokers Group is growing revenue faster (+23.4% vs +22.0%).
On valuation, Charles Schwab trades at a lower forward P/E (12.3x vs 26.6x for Interactive Brokers Group). Charles Schwab offers the higher dividend yield (1.22% vs 0.38%). Interactive Brokers Group converts more of its revenue into profit, with a net margin of 178.6% versus 37.0%.
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | IBKR | SCHW |
|---|---|---|
| Share price | $86.47 | $96.87 |
| Market cap | $147.33B | $167.52B |
| 1-day change | -1.45% | +1.35% |
| YTD return | +36.43% | -4.33% |
| 1-year return | +26.52% | +1.67% |
| 5-year return | +393.68% | +18.15% |
| P/E ratio (TTM) | 34.31 | 17.64 |
| Forward P/E | 26.56 | 12.27 |
| EPS (TTM) | $2.52 | $5.49 |
| Dividend yield | 0.38% | 1.22% |
| Annual dividend | $0.328 | $1.18 |
| Revenue (latest FY) | $2.44B | $23.92B |
| Revenue growth (YoY) | +23.42% | +22.01% |
| Net income (latest FY) | $4.36B | $8.85B |
| Net margin | 178.57% | 37.01% |
| 52-week high | $98.75 | $114.53 |
| 52-week low | $58.95 | $83.96 |
| Distance from 52-week high | -12.44% | -15.42% |
| Analyst consensus | buy | buy |
| Avg. price target upside | +21.65% | +26.44% |
| Average volume | 4.12M | 7.95M |
| Shares outstanding | 453.08M | 1.73B |
| Employees | 3,265 | 33,700 |
| Sector | Finance | Finance |
| Industry | Investment Bankers/Brokers/Service | Investment Bankers/Brokers/Service |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- IBKR has outperformed SCHW by 24.8 percentage points over the past year.
- Interactive Brokers Group trades at a higher earnings multiple (34.3x vs 17.6x trailing P/E).
- Interactive Brokers Group is more profitable, keeping 178.6 cents of every revenue dollar as net income versus 37.0 cents for Charles Schwab.
About Interactive Brokers Group
IBKR stock →Interactive Brokers Group, Inc. operates as an automated electronic broker in the United States and internationally.
Finance · Investment Bankers/Brokers/Service · 3,265 employees
About Charles Schwab
SCHW stock →The Charles Schwab Corporation, together with its subsidiaries, operates as a savings and loan holding company that provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services in the United States and internationally. The company operates in two segments, Investor Services and Advisor Services.
Finance · Investment Bankers/Brokers/Service · 33,700 employees
IBKR vs SCHW FAQ
Which is bigger, Interactive Brokers Group or Charles Schwab?
Charles Schwab (SCHW) is larger, with a market capitalization of $167.52B compared with $147.33B for Interactive Brokers Group (IBKR).
Which stock has performed better over the past year, IBKR or SCHW?
IBKR returned +26.52% over the past 12 months, compared with +1.67% for SCHW (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, IBKR or SCHW?
SCHW has the lower trailing P/E at 17.6, versus 34.3 for IBKR. A lower P/E is not by itself a sign of a better investment; it can reflect slower expected growth or higher risk.
Which pays a higher dividend, Interactive Brokers Group or Charles Schwab?
Charles Schwab has the higher yield at 1.22%, compared with 0.38% for Interactive Brokers Group.
Are Interactive Brokers Group and Charles Schwab in the same industry?
Yes. Both are classified in the Investment Bankers/Brokers/Service industry within the Finance sector.