PIPR vs. IBKR
Compare and contrast key facts about Piper Sandler Companies (PIPR) and Interactive Brokers Group, Inc. (IBKR).
Performance
PIPR vs. IBKR - Performance Comparison
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PIPR vs. IBKR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PIPR Piper Sandler Companies | -8.14% | 15.52% | 74.24% | 37.78% | -23.41% | 85.33% | 29.64% | 23.88% | -20.69% | 21.22% |
IBKR Interactive Brokers Group, Inc. | 5.71% | 46.37% | 114.43% | 15.14% | -8.35% | 31.12% | 31.71% | -14.01% | -7.13% | 63.75% |
Fundamentals
PIPR:
$1.36B
IBKR:
$30.41B
PIPR:
$15.82
IBKR:
$3.63
PIPR:
4.84
IBKR:
18.70
PIPR:
0.32
IBKR:
0.64
PIPR:
0.73
IBKR:
3.67
PIPR:
0.93
IBKR:
1.49
PIPR:
$1.87B
IBKR:
$8.25B
PIPR:
$1.84B
IBKR:
$7.25B
PIPR:
$394.92M
IBKR:
$6.30B
Returns By Period
In the year-to-date period, PIPR achieves a -8.14% return, which is significantly lower than IBKR's 5.71% return. Over the past 10 years, PIPR has outperformed IBKR with an annualized return of 23.53%, while IBKR has yielded a comparatively lower 21.95% annualized return.
PIPR
- 1D
- 3.22%
- 1M
- 5.58%
- YTD
- -8.14%
- 6M
- -9.88%
- 1Y
- 26.85%
- 3Y*
- 33.19%
- 5Y*
- 26.02%
- 10Y*
- 23.53%
IBKR
- 1D
- 1.25%
- 1M
- -5.25%
- YTD
- 5.71%
- 6M
- -1.04%
- 1Y
- 57.75%
- 3Y*
- 49.54%
- 5Y*
- 30.54%
- 10Y*
- 21.95%
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Return for Risk
PIPR vs. IBKR — Risk / Return Rank
PIPR
IBKR
PIPR vs. IBKR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Piper Sandler Companies (PIPR) and Interactive Brokers Group, Inc. (IBKR). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| PIPR | IBKR | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.69 | 1.36 | -0.67 |
Sortino ratioReturn per unit of downside risk | 1.19 | 1.95 | -0.76 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.26 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | 1.10 | 3.47 | -2.37 |
Martin ratioReturn relative to average drawdown | 2.86 | 8.77 | -5.91 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| PIPR | IBKR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.69 | 1.36 | -0.67 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.75 | 0.90 | -0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.64 | 0.66 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.24 | 0.40 | -0.17 |
Correlation
The correlation between PIPR and IBKR is 0.49, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
PIPR vs. IBKR - Dividend Comparison
PIPR's dividend yield for the trailing twelve months is around 2.53%, more than IBKR's 0.47% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PIPR Piper Sandler Companies | 2.53% | 1.68% | 1.17% | 2.09% | 5.30% | 3.81% | 1.98% | 1.88% | 4.74% | 1.45% | 0.00% | 0.00% |
IBKR Interactive Brokers Group, Inc. | 0.47% | 0.47% | 0.48% | 0.48% | 0.55% | 0.50% | 0.66% | 0.86% | 0.73% | 0.68% | 1.10% | 0.92% |
Drawdowns
PIPR vs. IBKR - Drawdown Comparison
The maximum PIPR drawdown since its inception was -76.97%, which is greater than IBKR's maximum drawdown of -63.66%. Use the drawdown chart below to compare losses from any high point for PIPR and IBKR.
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Drawdown Indicators
| PIPR | IBKR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -76.97% | -63.66% | -13.31% |
Max Drawdown (1Y)Largest decline over 1 year | -24.56% | -18.70% | -5.86% |
Max Drawdown (5Y)Largest decline over 5 years | -42.30% | -38.66% | -3.64% |
Max Drawdown (10Y)Largest decline over 10 years | -63.02% | -55.09% | -7.93% |
Current DrawdownCurrent decline from peak | -17.46% | -13.31% | -4.15% |
Average DrawdownAverage peak-to-trough decline | -30.78% | -24.93% | -5.85% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.42% | 7.40% | +2.02% |
Volatility
PIPR vs. IBKR - Volatility Comparison
The current volatility for Piper Sandler Companies (PIPR) is 8.35%, while Interactive Brokers Group, Inc. (IBKR) has a volatility of 11.41%. This indicates that PIPR experiences smaller price fluctuations and is considered to be less risky than IBKR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PIPR | IBKR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.35% | 11.41% | -3.06% |
Volatility (6M)Calculated over the trailing 6-month period | 26.94% | 28.24% | -1.30% |
Volatility (1Y)Calculated over the trailing 1-year period | 39.30% | 42.93% | -3.63% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 35.04% | 34.07% | +0.97% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 37.00% | 33.19% | +3.81% |
Financials
PIPR vs. IBKR - Financials Comparison
This section allows you to compare key financial metrics between Piper Sandler Companies and Interactive Brokers Group, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities