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IBKR vs APH

Comparison between Interactive Brokers Group Inc - Class A (IBKR, Company) and Amphenol Corp - Class A (APH, Company).

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

5-Year PerformanceIBKR has outperformed APH, delivering a return of +38.9% compared to +31.1%

IBKR vs APH - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
IBKR
$149B
Winner
APH
$151B
Max Drawdown
IBKR
63.66%
Winner
APH
63.43%
Sharpe Ratio
Winner
IBKR
1.40
APH
1.03
5Y Beta
IBKR
1.61
Winner
APH
1.43
Industry
IBKR
Capital Markets
APH
Electronic Components
P/E Ratio
Winner
IBKR
34.18
APH
37.43
Forward P/E
IBKR
34.84
Winner
APH
25.77
PEG Ratio
IBKR
1.09
Winner
APH
0.47
Dividend Yield
IBKR
0.37%
Winner
APH
0.68%
5Y Dividends CAGR
Winner
IBKR
25.07%
APH
19.37%
5Y EPS CAGR
IBKR
22.71%
Winner
APH
27.74%
Debt to Equity
IBKR
0.00%
APH
0.00%
Free Cash Flow Yield
Winner
IBKR
11.28%
APH
3.06%

IBKR vs APH - Historical Returns

Returns include dividend reinvestment.

1M
Winner
IBKR
+3.13%
APH
-19.49%
3M
Winner
IBKR
+12.76%
APH
-18.39%
6M
Winner
IBKR
+36.44%
APH
-5.26%
1Y
Winner
IBKR
+60.17%
APH
+43.58%
5Y(CAGR)
Winner
IBKR
+38.86%
APH
+31.14%
10Y(CAGR)
IBKR
+25.31%
Winner
APH
+25.51%
Max(CAGR)
IBKR
+15.27%
Winner
APH
+20.87%

IBKR vs APH - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearIBKRAPH
2026+24.77%-11.77%
2025+41.70%+97.34%
2024+110.24%+44.65%
2023+16.70%+31.39%
2022-7.02%-10.98%
2021+30.46%+37.62%
2020+28.48%+21.02%
2019-11.62%+36.98%
2018-7.64%-6.82%
2017+61.19%+31.36%
2016-13.04%+33.36%
2015+51.79%-1.67%
2014+20.93%+23.76%
2013+79.34%+32.01%
2012-0.76%+41.79%
2011-15.36%-14.91%
2010+10.71%+15.04%
2009-2.37%+81.58%
2008-43.94%-45.65%
2007+3.26%+45.71%
2006N/A+39.90%
2005N/A+21.92%
2004N/A+17.76%
2003N/A+58.76%
2002N/A-20.83%
2001N/A+25.43%
2000N/A+16.55%
1999N/A+11.86%

IBKR vs APH Drawdown Comparison

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

The maximum drawdown for APH was -63.41%, occurring on Nov 20, 2008. Recovery took 560 trading sessions.

The current IBKR drawdown is -5.09%. The current APH drawdown is -25.86%.

RankIBKRAPH
#1-63.66%
Feb 1, 2008 - Dec 3, 2014
-63.41%
Aug 15, 2008 - Nov 4, 2010
#2-55.08%
May 11, 2018 - Mar 9, 2021
-60.50%
Jul 12, 2000 - Nov 5, 2004
#3-38.66%
Feb 18, 2025 - Jul 10, 2025
-37.53%
Jan 16, 2020 - Aug 12, 2020
#4-35.29%
Dec 28, 2021 - Feb 1, 2023
-32.02%
Mar 3, 2011 - Mar 27, 2012
#5-33.31%
Jul 6, 2015 - Sep 27, 2017
-30.20%
Apr 28, 2000 - Jun 30, 2000
#6-30.35%
May 4, 2007 - Dec 10, 2007
-28.73%
Dec 29, 2021 - Jul 26, 2023
#7-24.48%
Mar 9, 2021 - Dec 16, 2021
-28.19%
Jan 27, 2026 - Mar 30, 2026
#8-19.97%
Mar 3, 2023 - Aug 3, 2023
-26.37%
Dec 28, 2007 - May 1, 2008
#9-19.12%
Sep 11, 2023 - Feb 2, 2024
-24.58%
Jan 23, 2025 - May 1, 2025
#10-18.69%
Feb 9, 2026 - Apr 15, 2026
-23.98%
Mar 18, 2015 - Jun 7, 2016
#11-16.46%
Nov 3, 2025 - Jan 15, 2026
-22.26%
Sep 14, 2018 - Mar 21, 2019
#12-15.35%
May 28, 2024 - Aug 30, 2024
-21.90%
Apr 7, 2000 - Apr 25, 2000
#13-12.16%
Mar 9, 2018 - Apr 17, 2018
-19.72%
Apr 23, 2019 - Dec 10, 2019
#14-10.93%
Aug 12, 2025 - Sep 29, 2025
-18.01%
May 5, 2006 - Sep 21, 2006
#15-10.81%
Oct 9, 2025 - Nov 3, 2025
-17.07%
Jul 16, 2024 - Nov 6, 2024

Correlation

Correlation between IBKR and APH is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98
-101

Dividend Comparison (2005 - 2026)

IBKR vs APH dividend yield comparison.

YearIBKRAPH
20260.10%0.20%
20250.47%0.55%
20240.48%0.79%
20230.48%1.07%
20220.55%1.06%
20210.50%0.89%
20200.66%0.80%
20190.86%0.89%
20180.73%1.09%
20170.68%0.80%
20161.10%0.86%
20150.92%1.02%
20141.37%0.84%
20131.64%0.68%
201210.23%0.65%
20112.01%0.13%
201010.04%0.12%
20090.00%0.13%
20080.00%0.25%
20070.00%0.13%
20060.00%0.20%
20050.00%0.27%

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