DELL vs IBKR

Comparison between Dell Technologies Inc - Class C (DELL, Company) and Interactive Brokers Group Inc - Class A (IBKR, Company).

DELL is from the Technology sector, while IBKR is from the Financial Services sector.

5-Year PerformanceDELL has outperformed IBKR, delivering a return of +41.0% compared to +37.9%

DELL vs IBKR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DELL(COMPANY)	IBKR(COMPANY)
Market Cap	$156B	$154B
Max Drawdown	60.03%	63.66%
Sharpe Ratio	2.13	1.80
5Y Beta	1.83	1.61
Industry	Computer Hardware	Capital Markets
P/E Ratio	26.77	35.16
Forward P/E	16.58	34.84
PEG Ratio	0.08	1.08
Dividend Yield	0.91%	0.38%
5Y Dividends CAGR	N/A	25.07%
5Y EPS CAGR	15.50%	22.95%
Debt to Equity	-1275.43%	0.00%
Free Cash Flow Yield	5.49%	10.30%
P/S Ratio	1.37	22.96
P/B Ratio	4.39	6.52

Market Cap

Winner

DELL

$156B

IBKR

$154B

Max Drawdown

Winner

DELL

60.03%

IBKR

63.66%

Sharpe Ratio

Winner

DELL

2.13

IBKR

1.80

5Y Beta

DELL

1.83

Winner

IBKR

1.61

Industry

DELL

Computer Hardware

IBKR

Capital Markets

P/E Ratio

Winner

DELL

26.77

IBKR

35.16

Forward P/E

Winner

DELL

16.58

IBKR

34.84

PEG Ratio

Winner

DELL

0.08

IBKR

1.08

Dividend Yield

Winner

DELL

0.91%

IBKR

0.38%

5Y Dividends CAGR

DELL

N/A

IBKR

25.07%

5Y EPS CAGR

DELL

15.50%

Winner

IBKR

22.95%

Debt to Equity

Winner

DELL

-1275.43%

IBKR

0.00%

Free Cash Flow Yield

DELL

5.49%

Winner

IBKR

10.30%

P/S Ratio

Winner

DELL

1.37

IBKR

22.96

P/B Ratio

Winner

DELL

4.39

IBKR

6.52

DELL vs IBKR - Historical Returns

Returns include dividend reinvestment.

Period	DELL	IBKR
1 month	+40.77%	+16.75%
3 months	+115.94%	+7.77%
6 months	+78.82%	+19.96%
1 year	+174.75%	+83.99%
5 years(CAGR)	+41.03%	+37.89%
10 years(CAGR)	N/A	+25.68%
Max(CAGR)	+42.13%	+15.34%

Winner

DELL

+40.77%

IBKR

+16.75%

Winner

DELL

+115.94%

IBKR

+7.77%

Winner

DELL

+78.82%

IBKR

+19.96%

Winner

DELL

+174.75%

IBKR

+83.99%

5Y(CAGR)

Winner

DELL

+41.03%

IBKR

+37.89%

10Y(CAGR)

DELL

N/A

IBKR

+25.68%

Max(CAGR)

Winner

DELL

+42.13%

IBKR

+15.34%

DELL vs IBKR - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	DELL	IBKR
2026	+105.26%	+25.71%
2025	+9.96%	+41.70%
2024	+56.51%	+110.24%
2023	+92.59%	+16.70%
2022	-27.71%	-7.02%
2021	+52.88%	+30.46%
2020	+40.16%	+28.48%
2019	+9.06%	-11.62%
2018	+15.88%	-7.64%
2017	N/A	+61.19%
2016	N/A	-13.04%
2015	N/A	+51.79%
2014	N/A	+20.93%
2013	N/A	+79.34%
2012	N/A	-0.76%
2011	N/A	-15.36%
2010	N/A	+10.71%
2009	N/A	-2.37%
2008	N/A	-43.94%
2007	N/A	+3.26%

DELL vs IBKR Drawdown Comparison

The maximum drawdown for DELL was -59.58%, occurring on Apr 4, 2025. Recovery took 455 trading sessions.

The maximum drawdown for IBKR was -63.66%, occurring on Mar 9, 2009. Recovery took 1722 trading sessions.

The current IBKR drawdown is -3.01%.

Rank	DELL	IBKR
#1	-59.58% May 29, 2024 - Mar 24, 2026	-63.66% Feb 1, 2008 - Dec 3, 2014
#2	-58.64% May 16, 2019 - Oct 13, 2020	-55.08% May 11, 2018 - Mar 9, 2021
#3	-43.63% Feb 9, 2022 - Sep 1, 2023	-38.66% Feb 18, 2025 - Jul 10, 2025
#4	-14.71% Oct 14, 2020 - Dec 3, 2020	-35.29% Dec 28, 2021 - Feb 1, 2023
#5	-14.56% Mar 1, 2024 - Apr 3, 2024	-33.31% Jul 6, 2015 - Sep 27, 2017
#6	-13.45% Apr 5, 2024 - May 10, 2024	-30.35% May 4, 2007 - Dec 10, 2007
#7	-12.79% Dec 31, 2018 - Feb 1, 2019	-24.48% Mar 9, 2021 - Dec 16, 2021
#8	-11.24% Jun 11, 2021 - Sep 27, 2021	-19.97% Mar 3, 2023 - Aug 3, 2023
#9	-10.86% Nov 30, 2023 - Dec 26, 2023	-19.12% Sep 11, 2023 - Feb 2, 2024
#10	-10.80% Mar 25, 2026 - Apr 8, 2026	-18.69% Feb 9, 2026 - Apr 15, 2026
#11	-10.10% Sep 11, 2023 - Nov 6, 2023	-16.46% Nov 3, 2025 - Jan 15, 2026
#12	-9.02% Apr 19, 2021 - Jun 4, 2021	-15.35% May 28, 2024 - Aug 30, 2024
#13	-9.01% Dec 7, 2021 - Jan 10, 2022	-12.16% Mar 9, 2018 - Apr 17, 2018
#14	-8.57% Jan 14, 2022 - Feb 9, 2022	-10.93% Aug 12, 2025 - Sep 29, 2025
#15	-7.76% Jan 8, 2021 - Feb 3, 2021	-10.81% Oct 9, 2025 - Nov 3, 2025

Correlation

Correlation between DELL and IBKR is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.

0.91

-101

Dividend Comparison (2010 - 2026)

DELL vs IBKR dividend yield comparison.

Year	DELL	IBKR
2026	0.44%	0.09%
2025	1.60%	0.47%
2024	1.48%	0.48%
2023	1.88%	0.48%
2022	2.46%	0.55%
2021	0.00%	0.50%
2020	0.00%	0.66%
2019	0.00%	0.86%
2018	0.00%	0.73%
2017	0.00%	0.68%
2016	0.00%	1.10%
2015	0.00%	0.92%
2014	0.00%	1.37%
2013	0.00%	1.64%
2012	0.00%	10.23%
2011	0.00%	2.01%
2010	0.00%	10.04%