Company / Shareholders' Equity
Interactive Brokers Shareholders' Equity History
FY2016-FY2025 · Annual data · Source: SEC filings
At a glance
Latest annual filing availableLatest Shareholders' Equity
$5.4B
FY2025
5-year range
$2.4B / $5.4B
FY2021-FY2025
Trend
+25.3%
vs FY2024
Sector context
#117 of 402
Financials
What the data says
At $5.4B, Interactive Brokers's shareholders' equity ranks #117 of 402 in the Financials sector. Shareholders' Equity has increased for 9 consecutive years, from $974M in FY2016 to $5.4B in FY2025.
Based on SEC 10-K filings.
$5.4B in FY2025 with a 5-year CAGR of +22.4%.
Improved from $3.6B to $5.4B over the past 2 years.
Financials sector context is included.
Shareholders' Equity over time
Growth rates
- 3-Year CAGR
- +23.5%
- 5-Year CAGR
- +22.4%
- 10-Year CAGR
- -
Sector benchmark
#117 of 402 in FinancialsTop 29% of 402This company $5.4B Sector average $11.2B
▼
-51.9% below sector average
Key checks
Key Insights
- Interactive Brokers's shareholders' equity has grown for 9 consecutive years.
- 5-year CAGR of +22.4%, indicating consistent growth.
- In FY2025, shareholders' equity increased 25.3% year-over-year.
- Ranks #117 out of 402 companies in the Financials sector.
Company context
Key Data Points
- Altman Z-Score 0.06 (distress zone, below 1.8 threshold)
- High earnings quality (cash-backed earnings)
- Strong return on equity: 80.8%
Data sourced from SEC EDGAR filings. Not investment advice.
Annual data
| Year | Shareholders' EquityValue | YoY GrowthYoY |
|---|---|---|
| FY2025 | $5.4B | +25.3% |
| FY2024 | $4.3B | +19.4% |
| FY2023 | $3.6B | +25.8% |
| FY2022 | $2.8B | +18.9% |
| FY2021 | $2.4B | +22.8% |
| FY2020 | $2.0B | +34.4% |
| FY2019 | $1.5B | +13.3% |
| FY2018 | $1.3B | +17.6% |
| FY2017 | $1.1B | +11.9% |
| FY2016 | $974.0M | +12.9% |
As of FY2025 · SEC 10-K · Updated Mar 10, 2026