PIPR vs. IBKR
Compare and contrast key facts about Piper Sandler Companies (PIPR) and Interactive Brokers Group, Inc. (IBKR).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PIPR or IBKR.
Key characteristics
| PIPR | IBKR | |
|---|---|---|
| YTD Return | 98.31% | 117.57% |
| 1Y Return | 144.40% | 119.25% |
| 3Y Return (Ann) | 28.10% | 35.70% |
| 5Y Return (Ann) | 39.79% | 31.94% |
| 10Y Return (Ann) | 22.66% | 21.81% |
| Sharpe Ratio | 4.33 | 4.51 |
| Sortino Ratio | 5.51 | 5.19 |
| Omega Ratio | 1.72 | 1.71 |
| Calmar Ratio | 8.09 | 6.29 |
| Martin Ratio | 41.52 | 33.33 |
| Ulcer Index | 3.55% | 3.61% |
| Daily Std Dev | 34.12% | 26.73% |
| Max Drawdown | -76.97% | -63.66% |
| Current Drawdown | -1.47% | 0.00% |
Fundamentals
| PIPR | IBKR | |
|---|---|---|
| Market Cap | $5.42B | $75.84B |
| EPS | $9.37 | $6.42 |
| PE Ratio | 36.50 | 27.96 |
| Total Revenue (TTM) | $1.52B | $4.15B |
| Gross Profit (TTM) | $1.41B | $3.74B |
| EBITDA (TTM) | $235.16M | $2.37B |
Correlation
The correlation between PIPR and IBKR is 0.48, 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.
Performance
PIPR vs. IBKR - Performance Comparison
In the year-to-date period, PIPR achieves a 98.31% return, which is significantly lower than IBKR's 117.57% return. Both investments have delivered pretty close results over the past 10 years, with PIPR having a 22.66% annualized return and IBKR not far behind at 21.81%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
PIPR vs. IBKR - Risk-Adjusted Performance 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.
Dividends
PIPR vs. IBKR - Dividend Comparison
PIPR's dividend yield for the trailing twelve months is around 1.01%, more than IBKR's 0.39% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PIPR Piper Sandler Companies | 1.01% | 2.09% | 5.30% | 3.81% | 1.98% | 3.14% | 4.74% | 1.45% | 0.00% | 0.00% | 0.00% | 0.00% |
IBKR Interactive Brokers Group, Inc. | 0.39% | 0.48% | 0.55% | 0.50% | 0.66% | 0.86% | 0.73% | 0.68% | 1.10% | 0.92% | 1.37% | 1.64% |
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. For additional features, visit the drawdowns tool.
Volatility
PIPR vs. IBKR - Volatility Comparison
Piper Sandler Companies (PIPR) has a higher volatility of 19.53% compared to Interactive Brokers Group, Inc. (IBKR) at 13.36%. This indicates that PIPR's price experiences larger fluctuations and is considered to be riskier than IBKR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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