COMP <GO>
IBKR vs BAC // RETURN ON INVESTED CAPITAL (ROIC)
Interactive Brokers Group Inc. (NASDAQ) VS. Bank of America Corporation (NYSE) • 15-METRIC TALLY: IBKR 5
— BAC 6
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: BAC
LAST: $76.90 (-5.96%) • MKT CAP: $37.05B
roic
0.30%
LAST: $50.01 (-2.21%) • MKT CAP: $357.61B
roic
2.50%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (IBKR VS. BAC)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | IBKR | BAC | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | 41.00% | 0.00 | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 0.30% | 2.50% | -2.20 | BAC | /roic <GO> |
| EV/EBITDA & P/E Valuation | 95.0x | 30.2x | +64.80 | BAC | /valuation <GO> |
| Free Cash Flow Yield | 22.00% | 2.10% | +19.90 | IBKR | /fcf-yield <GO> |
| Operating Margin | 13.90% | 32.90% | -19.00 | BAC | /operating-margins <GO> |
| Net Profit Margin | 10.90% | 27.00% | -16.10 | BAC | /net-margins <GO> |
| Revenue Growth (YoY) | 23.40% | 6.80% | +16.60 | IBKR | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.36% | 0.00% | +0.36 | IBKR | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 0.45 | 0.45 | 0.00 | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 7/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.60% | 6.60% | 0.00 | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 34.4 | 27.7 | +6.71 | IBKR | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.92 | 0.90 | +0.02 | IBKR | /macro-sensitivity <GO> |
| Forward P/E Multiple | 117.3x | 10.9x | +106.40 | BAC | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $37.05B | $357.61B | -$320.56B | BAC | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | IBKR REV | BAC REV | IBKR GROSS % | BAC GROSS % | IBKR FCF | BAC FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $2.44B | $113.10B | 44.0% | 44.0% | $15.70B | $7.52B |
| FY 2024 | $1.98B | $105.86B | 44.0% | 44.0% | $8.64B | -$13.57B |
| FY 2023 | $1.56B | $102.77B | 44.0% | 44.0% | $4.47B | $40.36B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
IBKR // BETA 0.92
BAC // BETA 0.90