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Screener Weekly Summary Pricing

Interactive Brokers Group, Inc. (IBKR) vs The Charles Schwab Corporation (SCHW)

Interactive Brokers Group, Inc. and The Charles Schwab Corporation are both Capital Markets companies. The Charles Schwab Corporation is the larger, with a market value of $171.9B against $40.9B — 4.2× the size. The Charles Schwab Corporation trades at the lower P/E: 17.9× against 35.3×. Interactive Brokers Group, Inc. grew revenue faster over the last twelve months: 21.3% against 20.3%. The Charles Schwab Corporation has the higher net margin (37.4% vs 16.4%) and the higher return on invested capital (0.00% vs 0.00%). Both pay a dividend; The Charles Schwab Corporation yields more (1.73% vs 0.42%). Across the 21 metrics below, Interactive Brokers Group, Inc. leads on 13 and The Charles Schwab Corporation on 8.

Valuation

Metric IBKR SCHW Capital Markets median
P/E 35.25 17.94 15.78
P/S 5.82 6.60 2.32
P/B 1.80 3.91 1.89
Price to free cash flow 2.52 15.93 6.25
EV/EBITDA n/m 7.41 8.87
EV/Sales (12.76) 4.65 2.28
Earnings yield 2.84% 5.57% (3.77%)
Free cash flow yield 39.64% 6.28% (1.49%)

Profitability

Metric IBKR SCHW Capital Markets median
Gross margin 93.72% 100.00% 62.80%
Operating margin 78.19% 54.98% 0.00%
Net margin 16.41% 37.36% (0.55%)
Free cash flow margin 230.72% 41.46% 0.00%
Return on equity 5.52% 22.45% 0.00%
Return on assets 0.53% 1.99% 0.00%
Return on invested capital 0.00% 0.00% 0.00%

Growth

Metric IBKR SCHW Capital Markets median
Revenue growth (TTM) 21.28% 20.34% 21.02%
EPS growth (last fiscal year) 28.14% 55.52% —
Revenue growth, 5-year CAGR 22.84% 15.39% 18.16%
Net income growth, 5-year CAGR 38.23% 22.57% 0.00%

Health

Metric IBKR SCHW Capital Markets median
Debt to equity 0.00 0.45 0.08
Current ratio 1.09 0.64 1.51
Net debt to EBITDA (20.66) (4.52) (0.24)

Dividend

Metric IBKR SCHW Capital Markets median
Dividend yield 0.42% 1.73% 2.20%
Payout ratio 0.08 0.27 0.00

Size

Metric IBKR SCHW Capital Markets median
Market cap 40.91b 171.90b 724.58m

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