IBKR同业对比
IBKR 与Financial Select Sector SPDR Fund 持仓的逐项对比:市值、估值、增长、盈利能力、质量与总回报,以及在同业组内的排名。所有数值均由引擎从 SEC 申报与延迟行情计算,排名仅为组内排序位置 —— 描述性数据,非投资建议。
完整同业对比
同业组:XLF 前十大持仓| 公司 | 市值 | 市盈率(TTM) | 市净率 | 市销率 | 营收同比增长 | 净利同比增长 | 息税前利润率 | 净资产收益率 | 投入资本回报率 | 皮氏 F 值 | 一年总回报 | 股息率 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| IBKR本股 | — | 35.2x#12 | — | — | 23.4%#2 | 27.9%#2 | 336.4%#1 | 73.8%#3 | — | — | — | — |
| JPM | $938.0B#1 | 15.1x#6 | 2.5x#6 | 5.1x#7 | 2.8%#12 | -2.6%#11 | 84.3%#7 | 15.2%#6 | 27.6%#5 | — | 16.1%#5 | 1.8%#7 |
| V | — | — | — | — | 11.3%#7 | 1.6%#10 | 60.0%#9 | 75.9%#2 | 52.1%#2 | — | 10.7%#7 | — |
| MA | — | 31.5x#11 | — | — | 16.4%#4 | 16.3%#5 | 57.6%#10 | 266.8%#1 | 80.3%#1 | — | -2.3%#9 | — |
| BAC | $416.0B#2 | 13.7x#4 | 1.4x#3 | 3.7x#4 | 6.8%#9 | 13.1%#6 | 98.2%#5 | 10.1%#10 | 16.3%#8 | — | 20.0%#4 | 2.3%#1 |
| GS | $284.1B#4 | 15.1x#5 | 2.3x#5 | 4.9x#6 | 8.9%#8 | 20.3%#4 | 152.1%#3 | 14.0%#8 | 29.5%#4 | — | 26.2%#3 | 1.9%#6 |
| WFC | $271.3B#5 | 13.0x#3 | 1.5x#4 | 3.2x#3 | 1.7%#13 | 8.2%#8 | 69.2%#8 | 11.8%#9 | 26.4%#6 | — | 12.4%#6 | 2.0%#4 |
| MS | $323.8B#3 | 16.7x#7 | 2.8x#7 | 4.6x#5 | 14.4%#6 | 25.9%#3 | 90.4%#6 | 14.5%#7 | 14.5%#9 | — | 35.0%#2 | 2.0%#3 |
| C | $238.2B#6 | 19.5x#8 | 1.1x#2 | 2.8x#2 | 5.6%#11 | 12.8%#7 | 115.0%#4 | 6.7%#12 | 18.2%#7 | — | 38.3%#1 | — |
| AXP | $219.0B#7 | 19.7x#9 | 6.4x#10 | 5.3x#8 | 6.4%#10 | 7.0%#9 | 6.9%#13 | 31.6%#5 | 4.5%#12 | — | 0.2%#8 | — |
| BLK | $164.0B#8 | 25.4x#10 | 2.8x#8 | 6.8x#9 | 18.7%#3 | -12.8%#12 | 29.1%#11 | 9.6%#11 | 9.2%#11 | — | -3.5%#10 | 1.9%#5 |
| PGR | $128.6B#9 | 11.1x#2 | 3.7x#9 | 1.5x#1 | 16.3%#5 | 33.3%#1 | 16.2%#12 | 32.9%#4 | 30.7%#3 | — | — | 2.2%#2 |
| COF | $126.9B#10 | 11.0x#1 | 1.1x#1 | 15.7x#10 | 36.3%#1 | -48.4%#13 | 190.3%#2 | 2.2%#13 | 13.7%#10 | — | -6.7%#11 | 1.2%#8 |
数值来自 SEC 申报与延迟行情;排名仅为该组内的排序位置 —— 描述性数据,不构成评级或建议。 本表构建超时,仅覆盖该组的一部分成员;排名仅相对于已列出的行,稍后会自动补全。 数据构建于 2026-09-16。
数据来自 SEC XBRL 申报与延迟行情 · 排名为组内排序 · 仅供参考 · 非投资建议