Company / Return on Equity (ROE)
Interactive Brokers Return on Equity (ROE) History
FY2016-FY2025 · Annual data · Source: SEC filings
At a glance
Latest annual filing availableLatest Return on Equity (ROE)
81.2%
FY2025
5-year range
64.7% / 81.2%
FY2021-FY2025
Trend
+2.1%
vs FY2024
Sector context
#4 of 388
Financials
What the data says
Among 388 Financials companies, Interactive Brokers is in the top 1% for return on equity (roe). Return on Equity (ROE) has increased for 3 consecutive years, from 64.7% in FY2022 to 81.2% in FY2025.
Based on SEC 10-K filings.
81.2% in FY2025 with a 5-year CAGR of +20.8%. Top quartile in the Financials sector.
Improved from 78.5% to 81.2% over the past 2 years.
Financials sector context is included.
Return on Equity (ROE) over time
Growth rates
- 3-Year Change
- +16.6pp
- 5-Year Change
- +20.8pp
- 10-Year Change
- -
Sector benchmark
Top 1% in FinancialsTop 1% of 388This company 81.2% Sector average 16.4%
▼
+396.7% above sector average
Key checks
Key Insights
- Interactive Brokers's return on equity (roe) has grown for 3 consecutive years.
- In FY2025, return on equity (roe) increased 2.1% year-over-year.
- Currently 64.9pp above the Financials sector average.
- Peak return on equity (roe) was recorded in FY2018.
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 Equity (ROE)Value | YoY GrowthYoY |
|---|---|---|
| FY2025 | 81.2% | +2.1% |
| FY2024 | 79.6% | +1.5% |
| FY2023 | 78.5% | +21.3% |
| FY2022 | 64.7% | -5.3% |
| FY2021 | 68.3% | +13.0% |
| FY2020 | 60.4% | -19.4% |
| FY2019 | 75.0% | -14.5% |
| FY2018 | 87.8% | +20.6% |
| FY2017 | 72.8% | +1.4% |
| FY2016 | 71.8% | +49.2% |
As of FY2025 · SEC 10-K · Updated Mar 10, 2026