Company / Return on Assets (ROA)
Interactive Brokers Return on Assets (ROA) History
FY2016-FY2025 · Annual data · Source: SEC filings
At a glance
Latest annual filing availableLatest Return on Assets (ROA)
2.1%
FY2025
5-year range
1.5% / 2.3%
FY2021-FY2025
Trend
-5.7%
vs FY2024
Sector context
#142 of 400
Financials
What the data says
At 2.1%, Interactive Brokers's return on assets (roa) ranks #142 of 400 in the Financials sector. Return on Assets (ROA) has fluctuated over the past 10 years, ranging from 1.2% in FY2020 to 2.3% in FY2024.
Based on SEC 10-K filings.
2.1% in FY2025 with a 5-year CAGR of +0.9%.
Declined from 2.2% to 2.1% over the past 2 years.
Financials sector context is included.
Return on Assets (ROA) over time
Growth rates
- 3-Year Change
- +0.5pp
- 5-Year Change
- +0.9pp
- 10-Year Change
- -
Sector benchmark
#142 of 400 in FinancialsTop 35% of 400This company 2.1% Sector average 2.1%
▼
+1.8% above sector average
Key checks
Key Insights
- In FY2025, return on assets (roa) decreased 5.7% year-over-year.
- Currently 0.0pp above the Financials sector average.
- Peak return on assets (roa) was recorded in FY2024.
- Lowest return on assets (roa) in the period was in FY2020.
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 | Return on Assets (ROA)Value | YoY GrowthYoY |
|---|---|---|
| FY2025 | 2.1% | -5.7% |
| FY2024 | 2.3% | +3.7% |
| FY2023 | 2.2% | +36.9% |
| FY2022 | 1.6% | +6.7% |
| FY2021 | 1.5% | +22.0% |
| FY2020 | 1.2% | -19.1% |
| FY2019 | 1.5% | -18.3% |
| FY2018 | 1.9% | +43.1% |
| FY2017 | 1.3% | +1.6% |
| FY2016 | 1.3% | +50.6% |
As of FY2025 · SEC 10-K · Updated Mar 10, 2026