IBKR vs DELL

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

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

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

IBKR vs DELL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Market Cap

IBKR

$154B

Winner

DELL

$156B

Max Drawdown

IBKR

63.66%

Winner

DELL

60.03%

Sharpe Ratio

IBKR

1.80

Winner

DELL

2.13

5Y Beta

Winner

IBKR

1.61

DELL

1.83

Industry

IBKR

Capital Markets

DELL

Computer Hardware

P/E Ratio

IBKR

35.16

Winner

DELL

26.77

Forward P/E

IBKR

34.84

Winner

DELL

16.58

PEG Ratio

IBKR

1.08

Winner

DELL

0.08

Dividend Yield

IBKR

0.38%

Winner

DELL

0.91%

5Y Dividends CAGR

IBKR

25.07%

DELL

N/A

5Y EPS CAGR

Winner

IBKR

22.95%

DELL

15.50%

Debt to Equity

IBKR

0.00%

Winner

DELL

-1275.43%

Free Cash Flow Yield

Winner

IBKR

10.30%

DELL

5.49%

P/S Ratio

IBKR

22.96

Winner

DELL

1.37

P/B Ratio

IBKR

6.52

Winner

DELL

4.39

IBKR vs DELL - Historical Returns

Returns include dividend reinvestment.

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

IBKR

+16.75%

Winner

DELL

+40.77%

IBKR

+7.77%

Winner

DELL

+115.94%

IBKR

+19.96%

Winner

DELL

+78.82%

IBKR

+83.99%

Winner

DELL

+174.75%

5Y(CAGR)

IBKR

+37.89%

Winner

DELL

+41.03%

10Y(CAGR)

IBKR

+25.68%

DELL

N/A

Max(CAGR)

IBKR

+15.34%

Winner

DELL

+42.13%

IBKR vs DELL - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

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

IBKR vs DELL Drawdown Comparison

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

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

The current IBKR drawdown is -3.01%.

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

Correlation

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

0.91

-101

Dividend Comparison (2010 - 2026)

IBKR vs DELL dividend yield comparison.

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