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Return on Retained Earnings (RORE) is an indicator of a company's growth potential, it shows how much a company earns by reinvesting its retained earnings, i.e. profits after dividend payments.
Interactive Brokers Group's 3-Year RORE % for the quarter that ended in Mar. 2026 was 17.42%.
The industry rank for Interactive Brokers Group's 3-Year RORE % or its related term are showing as below:
IBKR's 3-Year RORE % is ranked better than 52.36% of 764
companies
in the Capital Markets industry
Industry Median: 14.34
vs IBKR: 17.42
Interactive Brokers Group (NAS:IBKR) 3-Year RORE % Explanation
Return on Retained Earnings (RORE) is important to investors because it reveals a company's efficiency and growth potential. A higher RORE indicates a higher return. A high RORE indicates that the company should reinvest profits into the business. A lower RORE suggests that the company should distribute profits to shareholders by paying out dividends, since those dollars aren't generating much additional growth for the company.
There are a several different ways to arrive at the Return on Retained Earnings. The simplest way to calculate it is by using published information on Earnings per Share (EPS) and Dividend per Share (DPS) over a selected period. Here, 3-year period is chosen.
Be Aware
Please keep in mind that the RORE is relative to the nature of the business and its competitors. If another company in the same sector is producing a lower return on retained earnings, it doesn’t necessarily mean it’s a bad investment. It may just suggest the company is older and no longer in a high growth stage. At such a stage in the business cycle, it would be expected to see a lower RORE and higher dividend payout.
Interactive Brokers Group 3-Year RORE % Related Terms
Interactive Brokers Group 3-Year RORE % Historical 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.
For the Capital Markets subindustry, Interactive Brokers Group's 3-Year RORE %, along with its competitors' market caps and 3-Year RORE % 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 RORE % vs Capital Markets Industry
For the Capital Markets industry and Financial Services sector, Interactive Brokers Group's 3-Year RORE % distribution charts can be found below:
* The bar in red indicates where Interactive Brokers Group's 3-Year RORE % 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 3-Year RORE %, the most recent and first period EPS (Diluted) is the trailing twelve months (TTM) data ended in Mar. 2026 and 3-year before.
Interactive Brokers Group (IBKR) has a 3-Year RORE % of 17.42 as of Mar. 2026. 3-Year RORE % shows how much a company earns by reinvesting its retained earnings in 3-year. View historical data on Interactive Brokers Group and its competitors. According to the industry distribution chart, Interactive Brokers Group ranks #364 out of 764 companies in the Capital Markets industry, placing it in the top 47.6%.
Is Interactive Brokers Group's 3-Year RORE % too high?
Interactive Brokers Group's current 3-Year RORE % is 17.42. The Capital Markets industry median 3-Year RORE % is 14.34. Interactive Brokers Group's value of 17.42 is 21.5% above this industry median. Based on the distribution chart, Interactive Brokers Group ranks #364 out of 764 companies in the Capital Markets industry, which is above the industry midpoint. 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 RORE % compare to LPLA and TW?
According to the Capital Markets industry distribution chart, Interactive Brokers Group ranks #364 out of 764 companies for 3-Year RORE %. This puts Interactive Brokers Group in the upper half of its industry. The industry median 3-Year RORE % is 14.34. Interactive Brokers Group's value of 17.42 is 21.5% above this benchmark. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 3-Year RORE % for a Capital Markets company?
The median 3-Year RORE % among Capital Markets companies is 14.34, based on 764 companies in the industry. Companies in the top quartile (top 25%) have a 3-Year RORE % significantly above this median, while those in the bottom quartile fall well below. However, 3-Year RORE % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Interactive Brokers Group's current 3-Year RORE % of 17.42 is 21.5% 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 RORE % mean?
A high 3-Year RORE % can signal that a stock is expensive relative to its fundamentals. 3-Year RORE % shows how much a company earns by reinvesting its retained earnings in 3-year. View historical data on Interactive Brokers Group and its competitors. For the Capital Markets industry, the median 3-Year RORE % is 14.34 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Interactive Brokers Group's current 3-Year RORE % is 17.42. 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 (IBKR) is currently considered Significantly Overvalued. The stock's GF Value™ is $39.61, compared to a current price of $91.87 — trading 131.9% above its estimated fair value. The current 3-Year RORE % is 17.42 and 21.5% above the Capital Markets industry median of 14.34. 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 RORE % calculated?
3-Year RORE % is calculated from a company's financial statements. For Interactive Brokers Group (IBKR), the current 3-Year RORE % is 17.42 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 (IBKR) Overvalued in 2026?
Based on GuruFocus' analysis, Interactive Brokers Group stock appears to be overvalued.
The current stock price of $91.87 is trading 131.9% above its estimated GF Value™ of $39.61.
GuruFocus considers Interactive Brokers Group to be Significantly Overvalued.
Key valuation signals for IBKR:
3-Year RORE %: 17.42
GF Value™: $39.61 vs. price of $91.87 (131.9% above fair value)
Industry Position: 21.5% above the Capital Markets median (#364 of 764)
No single metric tells the full story. See the IBKR 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.
85GF Score
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3-Year RORE % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
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