IBKRvs its industry peers
A metric-by-metric comparison of IBKR against Financial Select Sector SPDR Fund holdings — valuation, growth, profitability, quality and total return, with each figure's rank within the peer group. Every value is Go-computed from SEC filings and delayed prices; ranks are sorted positions within the group only — descriptive, not advice.
| Empresa | Market cap | P/E (TTM) | P/B | P/S | Revenue growth (YoY) | Earnings growth (YoY) | EBIT margin | ROE | ROIC | Piotroski F | 1y total return | Dividend yield |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| IBKREsta | — | — | — | — | — | — | — | — | — | — | — | — |
| JPM | $927.8B#1 | 15.0x#4 | 2.5x#4 | 5.1x#5 | 2.8%#9 | -2.6%#9 | 84.3%#4 | 15.2%#4 | 27.6%#4 | — | 14.9%#5 | 1.8%#6 |
| V | — | — | — | — | 11.3%#5 | 1.6%#8 | 60.0%#6 | 75.9%#2 | 52.1%#2 | — | 9.1%#7 | — |
| MA | — | 31.2x#9 | — | — | 16.4%#3 | 16.3%#4 | 57.6%#7 | 266.8%#1 | 80.3%#1 | — | -3.2%#8 | — |
| BAC | $404.8B#2 | 13.4x#2 | 1.3x#1 | 3.6x#2 | 6.8%#7 | 13.1%#5 | 98.2%#2 | 10.1%#8 | 16.3%#6 | — | 16.9%#4 | 2.4%#1 |
| GS | $273.3B#4 | 14.5x#3 | 2.2x#3 | 4.7x#4 | 8.9%#6 | 20.3%#3 | 152.1%#1 | 14.0%#6 | 29.5%#3 | — | 21.8%#2 | 1.9%#4 |
| WFC | $263.3B#5 | 12.7x#1 | 1.5x#2 | 3.1x#1 | 1.7%#10 | 8.2%#6 | 69.2%#5 | 11.8%#7 | 26.4%#5 | — | 9.2%#6 | 2.1%#3 |
| MS | $318.0B#3 | 16.4x#5 | 2.7x#5 | 4.5x#3 | 14.4%#4 | 25.9%#2 | 90.4%#3 | 14.5%#5 | 14.5%#8 | — | 32.7%#1 | 2.1%#2 |
| AXP | $211.1B#6 | 19.0x#6 | 6.2x#8 | 5.1x#6 | 6.4%#8 | 7.0%#7 | 6.9%#10 | 31.6%#3 | 4.5%#10 | — | -3.4%#9 | — |
| SCHW | $181.8B#7 | 19.2x#7 | 3.6x#7 | 7.6x#8 | 22.0%#1 | 49.0%#1 | 38.9%#8 | 0.0%#10 | 15.8%#7 | — | 17.1%#3 | 1.3%#7 |
| BLK | $160.7B#8 | 24.9x#8 | 2.8x#6 | 6.6x#7 | 18.7%#2 | -12.8%#10 | 29.1%#9 | 9.6%#9 | 9.2%#9 | — | -5.4%#10 | 1.9%#5 |
Peer set: top holdings of XLF (Financial Select Sector SPDR Fund), the indexed fund holding this stock at its highest weight — a fund manager's grouping, not Tickwind's judgement. Values from SEC filings + delayed prices; ranks are within-group positions only. Market cap, P/E, P/B, P/S, 1y total return and dividend yield are computed from each member's latest snapshot price when the table is built (see as-of; snapshot prices can lag) — not live. Some peers are still being computed, so this table covers part of the group and ranks are within the rows shown; it fills in shortly. Esta tabla agotó el tiempo durante su construcción, por lo que cubre parte del grupo; los rangos son solo dentro de las filas mostradas y se completará en breve. Table built 2026-09-16.
Source: SEC XBRL filings + delayed prices · ranks are within-group positions · For reference only · Not investment advice