Interactive Brokers Group (FRA:KY6) 3-Year ROIIC % : 21.67% (As of Dec. 2025) — Near Median

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FRA:KY6 Interactive Brokers Group Inc FRA:KY6
85 GF Score
Price €78.29
GF Value €33.54
Valuation Significantly Overvalued
! 9 Warning Signs
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What is Interactive Brokers Group 3-Year ROIIC %?

Interactive Brokers Group FRA:KY6 -1.36% 85 3-Year ROIIC % is 21.67 as of Dec. 2025, which is 1% above its 10-year median of 21.47. GuruFocus rates FRA:KY6 with a GF Score™ of 85/100 and a GF Value™ of €33.54 (Significantly Overvalued). The stock has 9 warning signs investors should review. Among 658 Capital Markets companies, Interactive Brokers Group ranks better than 77.05% on this metric.

3-Year Return on Invested Incremental Capital (3-Year ROIIC %) measures the change in earnings as a percentage of change in investment over 3-year. Interactive Brokers Group's 3-Year ROIIC % for the quarter that ended in Dec. 2025 was 21.67%. High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.

The industry rank for Interactive Brokers Group's 3-Year ROIIC % or its related term are showing as below:

FRA:KY6's 3-Year ROIIC % is ranked better than
77.05% of 658 companies
in the Capital Markets industry
Industry Median: 2.6 vs FRA:KY6: 21.67

Interactive Brokers Group  (FRA:KY6) 3-Year ROIIC % Explanation

Return on Incremental Invested Capital (ROIIC) is an extension of Return on Investment Capital (ROIC). ROIC % tells investors how efficiently that profitability is earned per dollar of company capital. ROIIC narrows the focus even further and shows how profitable each additional unit of capital investment could be. ROIIC % is a more powerful metric than ROIC because it measures how much money the company can generate going forward on future capital investments.

High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.

Be Aware

It's important to keep in mind that when tracking ROIIC, the metric is better suited to forecasting the trend of future returns rather than measuring current return on investment.


Interactive Brokers Group 3-Year ROIIC % Related Terms


Interactive Brokers Group 3-Year ROIIC % Historical Data

* Premium members only.

The historical data trend for Interactive Brokers Group's 3-Year ROIIC % can be seen below:

* 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.

Interactive Brokers Group 3-Year ROIIC % Chart

Interactive Brokers Group Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
3-Year ROIIC %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 2.51 20.06 65.19 55.43 21.67

Interactive Brokers Group Quarterly Data
Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26 Jun26
3-Year ROIIC % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 0.00 0.00 21.67 0.00 0.00

FRA:KY6 vs LPLA, TW, CRCL: 3-Year ROIIC % Comparison

For the Capital Markets subindustry, Interactive Brokers Group's 3-Year ROIIC %, along with its competitors' market caps and 3-Year ROIIC % 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 3-Year ROIIC % vs Capital Markets Industry

For the Capital Markets industry and Financial Services sector, Interactive Brokers Group's 3-Year ROIIC % distribution charts can be found below:

* The bar in red indicates where Interactive Brokers Group's 3-Year ROIIC % falls into.


FRA:KY6
85GF Score
Interactive Brokers Group Inc FRA:KY6
3-Year ROIIC % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Interactive Brokers Group 3-Year ROIIC % Calculation

Interactive Brokers Group's 3-Year ROIIC % for the quarter that ended in Dec. 2025 is calculated as:

3-Year ROIIC %=3-Year Incremental Net Operating Profit After Taxes (NOPAT)**/3-Year Incremental Invested Capital**
=( 6854.3020392 (Dec. 2025) - 2720.4752736 (Dec. 2022) )/( 35030.226 (Dec. 2025) - 16315.152 (Dec. 2022) )
=4133.8267656/18715.074
=22.09%***

* 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.

** Annual data of NOPAT and Invested Capital was used to calculate 3-Year ROIIC %.
*** Please be aware that the ROIIC (Return on Invested Capital) calculations are based on company-level data using the primary share class. The calculated data provided is for demonstration purposes and may slightly differ from the results displayed in the title due to potential variations caused by currency exchange rate differences throughout the year.

Frequently Asked Questions Learn more about 3-Year ROIIC % →
What does a 3-Year ROIIC % of 21.67 mean?
Interactive Brokers Group (FRA:KY6) has a 3-Year ROIIC % of 21.67 as of Dec. 2025. 3-Year ROIIC % measures the change in earnings as a percentage of change in investment over 3-year. View historical data on Interactive Brokers Group and its competitors. This is near median its historical median of 21.47. Over the past decade, Interactive Brokers Group's 3-Year ROIIC % has ranged from 2.51 to 1,927.82. According to the industry distribution chart, Interactive Brokers Group ranks #151 out of 658 companies in the Capital Markets industry, placing it in the top 22.9%.
Is Interactive Brokers Group's 3-Year ROIIC % too high?
Interactive Brokers Group's current 3-Year ROIIC % of 21.67 is near median its 10-year median of 21.47. Over the past 10 years, this metric has ranged from a low of 2.51 to a high of 1,927.82. The Capital Markets industry median 3-Year ROIIC % is 2.60. Interactive Brokers Group's value of 21.67 is 733.5% above this industry median. Based on the distribution chart, Interactive Brokers Group ranks #151 out of 658 companies in the Capital Markets industry, which is in the top quartile — a strong position relative to peers. Overall, Interactive Brokers Group has a GF Score™ of 85/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Interactive Brokers Group's 3-Year ROIIC % compare to LPLA and TW?
According to the Capital Markets industry distribution chart, Interactive Brokers Group ranks #151 out of 658 companies for 3-Year ROIIC %. This places Interactive Brokers Group in the top 23% of its industry — outperforming the majority of peers. The industry median 3-Year ROIIC % is 2.60. Interactive Brokers Group's value of 21.67 is 733.5% above this benchmark. Historically, Interactive Brokers Group's own 3-Year ROIIC % has ranged from 2.51 to 1,927.82 over the past decade. While the company's 10-year median is 21.47 vs. the industry median of 2.60, Interactive Brokers Group has consistently been above 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 3-Year ROIIC % for a Capital Markets company?
The median 3-Year ROIIC % among Capital Markets companies is 2.60, based on 658 companies in the industry. Companies in the top quartile (top 25%) have a 3-Year ROIIC % significantly above this median, while those in the bottom quartile fall well below. However, 3-Year ROIIC % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Interactive Brokers Group's current 3-Year ROIIC % of 21.67 is 733.5% above 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 3-Year ROIIC % mean?
A high 3-Year ROIIC % can signal that a stock is expensive relative to its fundamentals. 3-Year ROIIC % measures the change in earnings as a percentage of change in investment over 3-year. View historical data on Interactive Brokers Group and its competitors. For the Capital Markets industry, the median 3-Year ROIIC % is 2.60 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Interactive Brokers Group's current 3-Year ROIIC % is 21.67, which is near median its own 10-year median of 21.47. 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 €33.54, compared to a current price of €78.29 — trading 133.4% above its estimated fair value. The current 3-Year ROIIC % is 21.67, which is near median its 10-year median of 21.47 and 733.5% above the Capital Markets industry median of 2.60. Interactive Brokers Group's overall GF Score™ is 85/100 with 9 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 3-Year ROIIC % calculated?
3-Year ROIIC % is calculated from a company's financial statements. For Interactive Brokers Group (FRA:KY6), the current 3-Year ROIIC % is 21.67 as of Dec. 2025. 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 €78.29 is trading 133.4% above its estimated GF Value™ of €33.54. GuruFocus considers Interactive Brokers Group to be Significantly Overvalued.

Key valuation signals for FRA:KY6:

  • 3-Year ROIIC %: 21.67 (near median its 10-year median of 21.47)
  • GF Value™: €33.54 vs. price of €78.29 (133.4% above fair value)
  • GF Score™: 85/100 with 9 warning signs
  • Industry Position: 733.5% above the Capital Markets median (#151 of 658)

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 Group Business Description

Address One Pickwick Plaza, Greenwich, CT, USA, 06830
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.
85GF Score

Get the complete analysis for FRA:KY6

3-Year ROIIC % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

€78.29
Price
€33.54
GF Value