Interactive Brokers GroupFRA:KY6 -4.73%86 ROA % is 0.51% as of Mar. 2026, which is 76% above its 10-year median of 0.29. GuruFocus rates FRA:KY6 with a GF Score™ of 86/100 and a GF Value™ of €35.72 (Significantly Overvalued). The stock has 9 warning signs investors should review. Among 819 Capital Markets companies, Interactive Brokers Group ranks worse than 62.52% on this metric.
ROA % is calculated as Net Income divided by its average Total Assets over a certain period of time. Interactive Brokers Group's annualizedNet Income for the quarter that ended in Mar. 2026 was €924 Mil.
Interactive Brokers Group's average Total Assets over the quarter that ended in Mar. 2026 was €181,392 Mil. Therefore, Interactive Brokers Group's annualized ROA % for the quarter that ended in Mar. 2026 was 0.51%.
The historical rank and industry rank for Interactive Brokers Group's ROA % or its related term are showing as below:
FRA:KY6'
s ROA % Range Over the Past 10 Years
Min: 0.13 Med: 0.29 Max: 0.56
Current: 0.54
During the past 13 years, Interactive Brokers Group's highest ROA % was 0.56%. The lowest was 0.13%. And the median was 0.29%.
FRA:KY6's ROA % is ranked worse than 62.52% of 819
companies
in the Capital Markets industry
Industry Median: 1.5
vs FRA:KY6: 0.54
Interactive Brokers Group (FRA:KY6) ROA % Explanation
ROA % measures the rate of return on the total assets (shareholder equity plus liabilities). It measures a firm's efficiency at generating profits from shareholders' equity plus its liabilities. ROA % shows how well a company uses what it has to generate earnings. ROA %s can vary drastically across industries. Therefore, ROA % should not be used to compare companies in different industries. For retailers, a ROA % of higher than 5% is expected. For example, Wal-Mart (WMT) has a ROA % of about 8% as of 2012. For banks, ROA % is close to their interest spread. A banks ROA % is typically well under 2%.
Similar to ROE, ROA % is affected by profit margins and asset turnover. This can be seen from the Du Pont Formula:
Note:
The Net Income data used here is four times the quarterly (Mar. 2026) net income data. The Revenue data used here is four times the quarterly (Mar. 2026) revenue data.
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
Be Aware
Like ROE, ROA % is calculated with only 12 months data. Fluctuations in the company's earnings or business cycles can affect the ratio drastically. It is important to look at the ratio from a long term perspective. ROA % can be affected by events such as stock buyback or issuance, and by goodwill, a company's tax rate and its interest payment. ROA % may not reflect the true earning power of the assets. A more accurate measurement is ROC % (ROC).
Many analysts argue the higher return the better. Buffett states that really high ROA % may indicate vulnerability in the durability of the competitive advantage.
E.g. Raising $43b to take on KO is impossible, but $1.7b to take on Moody's is. Although Moody's ROA % and underlying economics is far superior to Coca Cola, the durability is far weaker because of lower entry cost.
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
For the Capital Markets subindustry, Interactive Brokers Group's ROA %, along with its competitors' market caps and ROA % data, can be viewed below:
* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.
Interactive Brokers Group ROA % vs Capital Markets Industry
For the Capital Markets industry and Financial Services sector, Interactive Brokers Group's ROA % distribution charts can be found below:
* The bar in red indicates where Interactive Brokers Group's ROA % falls into.
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
In the calculation of annual ROA %, the net income of the last fiscal year and the average total assets over the fiscal year are used. In calculating the quarterly data,
the Net Income data used here is four times the quarterly (Mar. 2026) net income data.
ROA % is displayed in the 30-year financial page.
Interactive Brokers Group (FRA:KY6) has a ROA % of 0.51% as of Mar. 2026. Return on assets is the ratio of current-period net income to average two-period total assets. View historical data on Interactive Brokers Group and its competitors. This is 76% above median its historical median of 0.29. Over the past decade, Interactive Brokers Group's ROA % has ranged from 0.13 to 0.56. According to the industry distribution chart, Interactive Brokers Group ranks #512 out of 819 companies in the Capital Markets industry, placing it in the top 62.5%.
Is Interactive Brokers Group's ROA % too high?
Interactive Brokers Group's current ROA % of 0.51% is 76% above median its 10-year median of 0.29. Over the past 10 years, this metric has ranged from a low of 0.13 to a high of 0.56. The Capital Markets industry median ROA % is 1.50. Interactive Brokers Group's value of 0.51% is 66% below this industry median. Based on the distribution chart, Interactive Brokers Group ranks #512 out of 819 companies in the Capital Markets industry, which is below the industry midpoint. Overall, Interactive Brokers Group has a GF Score™ of 86/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Interactive Brokers Group's ROA % compare to LPLA and TW?
According to the Capital Markets industry distribution chart, Interactive Brokers Group ranks #512 out of 819 companies for ROA %. This places Interactive Brokers Group in the lower half of its industry. The industry median ROA % is 1.50. Interactive Brokers Group's value of 0.51% is 66% below this benchmark. Historically, Interactive Brokers Group's own ROA % has ranged from 0.13 to 0.56 over the past decade. While the company's 10-year median is 0.29 vs. the industry median of 1.50, Interactive Brokers Group has consistently been below the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good ROA % for a Capital Markets company?
The median ROA % among Capital Markets companies is 1.50, based on 819 companies in the industry. Companies in the top quartile (top 25%) have a ROA % significantly above this median, while those in the bottom quartile fall well below. However, ROA % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Interactive Brokers Group's current ROA % of 0.51% is 66% below the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high ROA % mean?
A high ROA % can signal that a stock is expensive relative to its fundamentals. Return on assets is the ratio of current-period net income to average two-period total assets. View historical data on Interactive Brokers Group and its competitors. For the Capital Markets industry, the median ROA % is 1.50 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Interactive Brokers Group's current ROA % is 0.51%, which is 76% above median its own 10-year median of 0.29. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Interactive Brokers Group stock overvalued right now?
Based on GuruFocus' analysis, Interactive Brokers Group (FRA:KY6) is currently considered Significantly Overvalued. The stock's GF Value™ is €35.72, compared to a current price of €78.73 — trading 120.4% above its estimated fair value. The current ROA % is 0.51%, which is 76% above median its 10-year median of 0.29 and 66% below the Capital Markets industry median of 1.50. Interactive Brokers Group's overall GF Score™ is 86/100 with 9 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is ROA % calculated?
ROA % is calculated from a company's financial statements. For Interactive Brokers Group (FRA:KY6), the current ROA % is 0.51% as of Mar. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
Is Interactive Brokers Group (FRA:KY6) Overvalued in 2026?
Based on GuruFocus' analysis, Interactive Brokers Group stock appears to be overvalued.
The current stock price of €78.73 is trading 120.4% above its estimated GF Value™ of €35.72.
GuruFocus considers Interactive Brokers Group to be Significantly Overvalued.
Key valuation signals for FRA:KY6:
ROA %: 0.51% (76% above median its 10-year median of 0.29)
GF Value™: €35.72 vs. price of €78.73 (120.4% above fair value)
Industry Position: 66% below the Capital Markets median (#512 of 819)
No single metric tells the full story. See the FRA:KY6 stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Interactive Brokers is a large, automated, retail and institutional brokerage that boasted nearly $780 billion in customer equity at the end of 2025. The company cut its teeth as a market maker, introducing US financial markets to automated and algorithmic training before expanding into brokerage services in 1993. The firm has a wide-ranging client base, with its best-in-class order execution and extremely low margin lending rates catering to a sophisticated audience of hedge funds, proprietary traders, and introducing brokers that account for about 45% of the firm's commissions. With operations spanning more than 170 electronic exchanges, 40 countries, and 29 currencies, Interactive Brokers caters to a global clientele, with more than 80% of active accounts sitting outside the US.
86GF Score
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