IBKR vs TBB

Comparison between Interactive Brokers Group Inc - Class A (IBKR, Company) and AT&T Inc (TBB, Company).

5-Year PerformanceIBKR has outperformed TBB, delivering a return of +37.9% compared to +1.7%

IBKR vs TBB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IBKR(COMPANY)	TBB(COMPANY)
Market Cap	$154B	$152B
Max Drawdown	63.66%	26.43%
Sharpe Ratio	1.80	-0.22
5Y Beta	1.61	0.18
Industry	Capital Markets	N/A
P/E Ratio	35.16	7.05
Forward P/E	34.84	N/A
PEG Ratio	1.08	0.06
Dividend Yield	0.38%	9.18%
5Y Dividends CAGR	25.07%	10.77%
5Y EPS CAGR	22.95%	4.03%
Debt to Equity	0.00%	5.43%
Free Cash Flow Yield	10.30%	26.48%
P/S Ratio	22.96	N/A
P/B Ratio	6.52	N/A

Market Cap

Winner

IBKR

$154B

TBB

$152B

Max Drawdown

IBKR

63.66%

Winner

TBB

26.43%

Sharpe Ratio

Winner

IBKR

1.80

TBB

-0.22

5Y Beta

IBKR

1.61

Winner

TBB

0.18

Industry

IBKR

Capital Markets

TBB

N/A

P/E Ratio

IBKR

35.16

Winner

TBB

7.05

Forward P/E

IBKR

34.84

TBB

N/A

PEG Ratio

IBKR

1.08

Winner

TBB

0.06

Dividend Yield

IBKR

0.38%

Winner

TBB

9.18%

5Y Dividends CAGR

Winner

IBKR

25.07%

TBB

10.77%

5Y EPS CAGR

Winner

IBKR

22.95%

TBB

4.03%

Debt to Equity

Winner

IBKR

0.00%

TBB

5.43%

Free Cash Flow Yield

IBKR

10.30%

Winner

TBB

26.48%

P/S Ratio

IBKR

22.96

TBB

N/A

P/B Ratio

IBKR

6.52

TBB

N/A

IBKR vs TBB - Historical Returns

Returns include dividend reinvestment.

Period	IBKR	TBB
1 month	+16.75%	+1.64%
3 months	+7.77%	-1.36%
6 months	+19.96%	-1.69%
1 year	+83.99%	+1.86%
5 years(CAGR)	+37.89%	+1.70%
10 years(CAGR)	+25.68%	+3.58%
Max(CAGR)	+15.34%	+3.58%

Winner

IBKR

+16.75%

TBB

+1.64%

Winner

IBKR

+7.77%

TBB

-1.36%

Winner

IBKR

+19.96%

TBB

-1.69%

Winner

IBKR

+83.99%

TBB

+1.86%

5Y(CAGR)

Winner

IBKR

+37.89%

TBB

+1.70%

10Y(CAGR)

Winner

IBKR

+25.68%

TBB

+3.58%

Max(CAGR)

Winner

IBKR

+15.34%

TBB

+3.58%

IBKR vs TBB - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	IBKR	TBB
2026	+25.71%	-0.95%
2025	+41.70%	-3.33%
2024	+110.24%	+8.99%
2023	+16.70%	+13.62%
2022	-7.02%	-11.88%
2021	+30.46%	+0.04%
2020	+28.48%	+6.34%
2019	-11.62%	+24.40%
2018	-7.64%	-8.73%
2017	+61.19%	+3.33%
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 TBB Drawdown Comparison

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

The maximum drawdown for TBB was -16.09%, occurring on Mar 23, 2020. Recovery took 103 trading sessions.

The current IBKR drawdown is -3.01%. The current TBB drawdown is -5.87%.

Rank	IBKR	TBB
#1	-63.66% Feb 1, 2008 - Dec 3, 2014	-16.09% Jan 13, 2020 - Jun 10, 2020
#2	-55.08% May 11, 2018 - Mar 9, 2021	-15.69% Oct 14, 2021 - Dec 21, 2023
#3	-38.66% Feb 18, 2025 - Jul 10, 2025	-12.17% Dec 18, 2017 - Jan 31, 2019
#4	-35.29% Dec 28, 2021 - Feb 1, 2023	-9.14% Sep 15, 2025 - Mar 31, 2026
#5	-33.31% Jul 6, 2015 - Sep 27, 2017	-8.67% Feb 5, 2025 - Sep 11, 2025
#6	-30.35% May 4, 2007 - Dec 10, 2007	-7.93% Mar 21, 2024 - Aug 28, 2024
#7	-24.48% Mar 9, 2021 - Dec 16, 2021	-5.93% Dec 31, 2020 - Jun 22, 2021
#8	-19.97% Mar 3, 2023 - Aug 3, 2023	-5.24% Oct 23, 2019 - Jan 13, 2020
#9	-19.12% Sep 11, 2023 - Feb 2, 2024	-4.24% Feb 1, 2024 - Mar 7, 2024
#10	-18.69% Feb 9, 2026 - Apr 15, 2026	-4.12% Oct 18, 2024 - Feb 5, 2025
#11	-16.46% Nov 3, 2025 - Jan 15, 2026	-3.22% Aug 28, 2019 - Sep 27, 2019
#12	-15.35% May 28, 2024 - Aug 30, 2024	-2.90% Jul 31, 2019 - Aug 22, 2019
#13	-12.16% Mar 9, 2018 - Apr 17, 2018	-2.74% Jun 10, 2020 - Aug 18, 2020
#14	-10.93% Aug 12, 2025 - Sep 29, 2025	-2.48% Aug 6, 2021 - Oct 14, 2021
#15	-10.81% Oct 9, 2025 - Nov 3, 2025	-2.42% Oct 8, 2020 - Nov 17, 2020

Correlation

Correlation between IBKR and TBB is 0.68 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.68

-101

Dividend Comparison (2010 - 2026)

IBKR vs TBB dividend yield comparison.

Year	IBKR	TBB
2026	0.09%	3.08%
2025	0.47%	6.01%
2024	0.48%	5.48%
2023	0.48%	5.70%
2022	0.55%	6.17%
2021	0.50%	5.13%
2020	0.66%	3.63%
2019	0.86%	4.99%
2018	0.73%	6.07%
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%