IBKR vs JPM
IBKR: A premier global electronic brokerage platform providing low-cost, high-speed execution for sophisticated traders and institutional clients across worldwide financial markets. JPM: A leading global financial services firm providing comprehensive banking, investment, and asset management solutions for individuals and institutions worldwide.
Side-by-side fundamentals
| Metric | IBKR | JPM | Edge |
|---|---|---|---|
| Price as of 2026-08-25 close | $98.19 | $356.69 | |
| Market cap as of 2026-08-25 | $155.8B | $948.1B | |
| P/E as of 2026-08-25 | 39.09 | 14.94 | JPM lower |
| PEG as of 2026-08-25 | 1.78 | 1.49 | JPM lower |
| Net margin as of 2026-08-25 | +9.9% | +33.3% | JPM higher |
| Gross margin as of 2026-08-25 | +56.8% | n/a | |
| Operating margin as of 2026-08-25 | +47.3% | +41.2% | IBKR higher |
| ROE as of 2026-08-25 | +20.5% | +17.8% | IBKR higher |
| ROA as of 2026-08-25 | +0.5% | +1.4% | JPM higher |
| Debt / equity as of 2026-08-25 | 7.69 | 3.30 | JPM lower |
| Revenue growth (YoY) as of 2026-08-25 | +15.8% | n/a | |
| Revenue CAGR (3y) SEC XBRL | +17.5% | +12.3% | IBKR higher |
| Dividend yield as of 2026-08-25 | +0.5% | +2.7% | JPM higher |
| Dividend streak (yrs) SEC XBRL | 1 | 5 | JPM higher |
| Beta as of 2026-08-25 | 1.66 | 0.94 | |
| 1-year return as of 2026-08-25 close | +56.5% | +21.0% | IBKR higher |
Fundamentals: market data, as of 2026-08-25. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-08-25.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & market data, shown with their as-of date; "Edge" cells are a pure numeric comparison, not a recommendation.