BNY vs IBKR
BNY: A 240-year-old global financial infrastructure company that safeguards and manages $61.5 trillion in assets through custody, investment management, and payments services for institutional clients worldwide. IBKR: Automated global broker routing orders and executing trades across 170+ electronic exchanges in 40 countries for retail, institutional, and professional traders.
Side-by-side fundamentals
| Metric | BNY | IBKR | Edge |
|---|---|---|---|
| Price as of 2026-07-09 close | $152.26 | $95.28 | |
| Market cap as of 2026-07-10 | $105.2B | $161.9B | |
| P/E as of 2026-07-10 | 18.95 | 155.94 | BNY lower |
| PEG as of 2026-07-10 | 0.59 | 2.75 | BNY lower |
| Net margin as of 2026-07-10 | n/a | +9.7% | |
| Gross margin as of 2026-07-10 | n/a | +56.1% | |
| Operating margin as of 2026-07-10 | n/a | +46.5% | |
| ROE as of 2026-07-10 | +12.5% | +19.9% | IBKR higher |
| ROA as of 2026-07-10 | +1.2% | +0.5% | BNY higher |
| Debt / equity as of 2026-07-10 | 1.19 | 5.73 | BNY lower |
| Revenue growth (YoY) as of 2026-07-10 | n/a | +12.9% | |
| Revenue CAGR (3y) SEC XBRL | +6.7% | +17.5% | IBKR higher |
| Dividend yield as of 2026-07-10 | +1.4% | +0.4% | BNY higher |
| Dividend streak (yrs) SEC XBRL | 1 | 1 | Tie |
| Beta as of 2026-07-10 | 1.06 | 1.36 | |
| 1-year return as of 2026-07-09 close | +62.0% | +64.7% | IBKR higher |
Fundamentals: Finnhub, as of 2026-07-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date; "Edge" cells are a pure numeric comparison, not a recommendation.