Interactive Brokers (IBKR) and Charles Schwab (SCHW) on Torvanta's measures: IBKR grades higher on 2 of the 4 factor families and SCHW on 1.
| IBKR | SCHW | |
|---|---|---|
| Value grade | D+ | C |
| Growth grade | B | B |
| Profitability grade | A+ | B+ |
| Momentum grade | B | C+ |
| Market value | $40.1B | $169.4B |
| P/E (trailing) | 35.5x | 17.8x |
| Forward P/E (Torvanta estimate) | 31.0x | 15.1x |
| Revenue, last 12 months | $2.7B | $26.0B |
| Revenue growth (y/y) | +22% | +20% |
| Operating margin | n/a | n/a |
| Return on invested capital | n/a | n/a |
| Free-cash-flow yield | 39.7% | 6.4% |
| Total return, 1 year | +27.1% | +5.5% |
| Total return, 3 years | +311.6% | +100.0% |
Full IBKR analysis · Full SCHW analysis
Interactive Brokers (IBKR) and Charles Schwab (SCHW) on Torvanta's measures: IBKR grades higher on 2 of the 4 factor families and SCHW on 1. Which fits an investor depends on their goals; this is research, not a recommendation. Subscribers see where the model ranks each and its expected return.
On trailing earnings IBKR trades at 35.5x and SCHW at 17.8x; their value grades are D+ and C against their sectors.
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See plans Or get the free weekly newsletterTorvanta is research only - not investment advice and not a recommendation to buy or sell any security. Grades describe a company's reported data against its sector; they are not the model's view, change as data changes and can be wrong. Financial figures come from the company's SEC filings; returns include reinvested dividends. Past performance does not predict future results.
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