COMP <GO>
IBKR vs RJF // RETURN ON INVESTED CAPITAL (ROIC)
Interactive Brokers Group Inc. (NASDAQ) VS. Raymond James Financial Inc. (NYSE) • 15-METRIC TALLY: IBKR 4
— RJF 8
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: RJF
LAST: $74.83 (-2.69%) • MKT CAP: $34.84B
roic
0.30%
LAST: $162.30 (+3.23%) • MKT CAP: $30.24B
roic
5.90%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (IBKR VS. RJF)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | IBKR | RJF | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 0.30% | 5.90% | -5.60 | RJF | /roic <GO> |
| EV/EBITDA & P/E Valuation | 95.0x | 19.2x | +75.80 | RJF | /valuation <GO> |
| Free Cash Flow Yield | 22.00% | 7.24% | +14.76 | IBKR | /fcf-yield <GO> |
| Operating Margin | 13.90% | 16.40% | -2.50 | RJF | /operating-margins <GO> |
| Net Profit Margin | 10.90% | 13.40% | -2.50 | RJF | /net-margins <GO> |
| Revenue Growth (YoY) | 23.40% | 6.60% | +16.80 | IBKR | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.36% | 0.00% | +0.36 | IBKR | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 8/9 | -1.00 | RJF | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 37.9 | 45.2 | -7.30 | RJF | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.92 | 0.94 | -0.02 | RJF | /macro-sensitivity <GO> |
| Forward P/E Multiple | 117.3x | 13.5x | +103.80 | RJF | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $34.84B | $30.24B | $4.60B | IBKR | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | IBKR REV | RJF REV | IBKR GROSS % | RJF GROSS % | IBKR FCF | RJF FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $2.44B | $15.91B | — | — | $15.70B | $2.25B |
| FY 2024 | $1.98B | $14.92B | — | — | $8.64B | $1.95B |
| FY 2023 | $1.56B | $12.99B | — | — | $4.47B | -$4.10B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
IBKR // BETA 0.92
RJF // BETA 0.94