Sifting through countless of stocks in the Capital Markets industry can be tedious, and sometimes two stocks are just too similar to judge which is the better investment. If you’re on the fence about investing in XP Inc., Interactive Brokers Group or Inc. because you’re not sure how they measure up, it’s important to compare them on a few factors before making your decision.

Read on to learn how XP Inc., Interactive Brokers Group and Inc. compare based on key financial metrics to determine which better meets your investment needs.

About XP Inc., Interactive Brokers Group and Inc.

XP Inc. engages in the provision of financial products and services in Brazil. It operates XP Platform, an open product platform that provides clients to access investment products in the market comprising brokerage securities, fixed income securities, mutual, hedge, and private equity funds; derivatives and synthetic instruments; credit cards; loan operations/collateralized credit products; pension and social security funds, and life and travel insurance products; and other investment products comprising real estate funds, and equity and debt capital markets solutions, as well as wealth management services. The company offers brokerage and issuer services to institutional and corporate clients. It also manages mutual funds focused on stocks and macro strategies distributed to retail and to institutional clients; funds and managed portfolios for high-net-worth retail clients, and proprietary treasury funds; and passive mutual funds that track market indexes, and mutual and investment funds focused on fixed income, credit, real estate, infrastructure, and other alternative strategies. In addition, the company offers securities brokerage services for institutional and retail investors; interdealer brokerage services for institutional traders; and commercial and investment banking products, such as loan operations and transactions in the foreign exchange markets and deposits, as well as develops and sells financial education courses and events online and in person to retail clients. It offers its sell products and services through its omni-channel distribution network and online portals. XP Inc. was founded in 2001 and is based in George Town, the Cayman Islands.

Interactive Brokers Group, Inc. operates as an automated electronic broker in the United States and internationally. The company engages in the execution, clearance, and settlement of trades in stocks, options, futures, foreign exchange instruments, bonds, precious metals, and cryptocurrencies; and the company provides custody, prime brokerage, securities, and margin lending services. It also offers custody and service accounts for hedge and mutual funds, ETFs, registered investment advisors, proprietary trading groups, introducing brokers, and individual investors. In addition, the company provides trading platforms, including IBKR Trader Workstation, IBKR Desktop, IBKR Mobile, and IBKR Client Portal platform, as well as IBKR GlobalTrader mobile application, and IBKR APIs, builds custom trading applications and automates any part of the trading process. Further, it offers IBKR Pro, IBKR Lite, IBKR Universal Account, insured bank deposit sweep program, investors’ marketplace, mutual fund marketplace, bond marketplace, forecast and event contracts, fractional trading, no transaction fee program for exchange-traded funds, overnight trading hours, and karta visa infinite charge card. It serves institutional and individual customers through electronic exchanges and market centers. Interactive Brokers Group, Inc. was founded in 1977 and is headquartered in Greenwich, Connecticut.

Latest Capital Markets and XP Inc., Interactive Brokers Group, Inc. Stock News

As of September 4, 2026, XP Inc. had a $10.1 billion market capitalization, compared to the Capital Markets median of $3.3 million. XP Inc.’s stock is up 21.8% in 2026, up 9.4% in the previous five trading days and up 10.95% in the past year.

Currently, XP Inc.’s price-earnings ratio is 10.1. XP Inc.’s trailing 12-month revenue is $3.6 billion with a 28.5% net profit margin. Year-over-year quarterly sales growth most recently was 16.3%. Analysts expect adjusted earnings to reach $2.098 per share for the current fiscal year. XP Inc. currently has a 1.0% dividend yield.

As of September 4, 2026, Interactive Brokers Group, Inc. had a $42.0 billion market cap, putting it in the 92nd percentile of all stocks. Interactive Brokers Group, Inc.’s stock is up 42.9% in 2026, down 5.5% in the previous five trading days and up 44.09% in the past year.

Currently, Interactive Brokers Group, Inc.’s price-earnings ratio is 36.8. Interactive Brokers Group, Inc.’s trailing 12-month revenue is $6.8 billion with a 16.5% net profit margin. Year-over-year quarterly sales growth most recently was 26.3%. Analysts expect adjusted earnings to reach $2.707 per share for the current fiscal year. Interactive Brokers Group, Inc. currently has a 0.4% dividend yield.

How We Compare XP Inc., Interactive Brokers Group and Inc. Stock Grades

Stock evaluation requires access to huge amounts of data and the knowledge and time to sift through it all, make sense of financial ratios, read income statements and analyze recent stock movements. AAII created A+ Investor, a robust data suite that condenses data research in an actionable and customizable way suitable for investors of all knowledge levels, to help investors streamline and work through such data.

AAII’s proprietary stock grades come with A+ Investor. These offer intuitive A‐F grades for each of five key investing factors: value, growth, momentum, earnings estimate revisions and quality. Here, we’ll take a closer look at XP Inc., Interactive Brokers Group and Inc.’s stock grades to see how they measure up against one another.

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XP Inc., Interactive Brokers Group and Inc. Growth Grades

Company	Ticker	Growth
XP Inc.	XP	C
Interactive Brokers Group, Inc.	IBKR	B

The foundation of growth investing is seeking out stocks of companies exhibiting strong, consistent and prolonged growth that is expected to continue into the future.

In order to compute the growth score and assign it a letter grade, the percentile ranks for each of three components‐consistency of annual sales growth, five-year sales growth rankings adjusted for extreme levels, and consistency of positive annual cash from operations‐must be determined. These three rank figures are added together, and the sum is ranked against the entire stock universe to arrive at a company’s Growth Score to create an equal distribution of grades.

The companies in the bottom 20% of the stock universe receive Growth Grades of F, considered to be very weak, while those in the top 20% receive A grades, which are considered very strong.

XP Inc. has a Growth Score of 48, which is Average. Interactive Brokers Group, Inc. has a Growth Score of 69, which is Strong.

The Growth Grade Winner: Interactive Brokers Group, Inc.

As you can clearly see from the Growth Grade breakdown above, Interactive Brokers Group, Inc. has a more attractive growth grade than XP Inc.. For investors who focus solely on how a company is growing relative to other companies in the same industry, Interactive Brokers Group, Inc. could be a good stock to add to their portfolio. However, it’s important for investors to analyze multiple factors based on a wide range of metrics before deciding whether to buy.

XP Inc., Interactive Brokers Group and Inc.’s Momentum Grades

Company	Ticker	Momentum
XP Inc.	XP	B
Interactive Brokers Group, Inc.	IBKR	B

Momentum grades help to uncover stocks experiencing anomalously high rates of return; research finds that stocks with high relative levels of momentum tend to outperform, whereas those with low levels of momentum tend to continue underperforming. Momentum is based on the price change of a stock over a specified period relative to all other stocks.

Typically, AAII looks at the weighted relative strength over the trailing four quarters. The weighted four-quarter relative strength rank is the relative price change for each of the past four quarters. The most recent quarterly price change is given a weight of 40% and each of the three previous quarters are given a weighting of 20%.

XP Inc. has a Momentum Score of 67, which is Strong. Interactive Brokers Group, Inc. has a Momentum Score of 73, which is Strong.

The Momentum Grade Winner: It’s a Tie!

Looking at the Momentum Grade breakdown above, both XP Inc., Interactive Brokers Group and Inc. have a grade of B. For those who focus solely on a company’s momentum, further research will need to be conducted into both companies to see if they fit your individual needs as an investor.

XP Inc., Interactive Brokers Group and Inc.’s Estimate Revisions Grades

Company	Ticker	Earnings Estimate
XP Inc.	XP	D
Interactive Brokers Group, Inc.	IBKR	C

Earnings estimate revisions scores consider the magnitude of a company’s earnings surprise in its last two reported fiscal quarters. Often, positive surprises beget further positive surprises‐or at least continued sales growth (the exact opposite is generally true, too).

Estimate revisions offer an indication of what analysts are thinking about the short-term prospects of a firm. Estimate revisions are based on the statistical significance of a firm’s last two quarterly earnings surprises and the percentage change in its consensus estimate for the current fiscal year over the past month and past three months.

XP Inc. has a Earnings Estimate Score of 30, which is Negative. Interactive Brokers Group, Inc. has a Earnings Estimate Score of 49, which is Neutral.

The Earnings Estimate Revisions Stock Winner: No Clear Winner

Neither XP Inc., Interactive Brokers Group or Inc. has an Earnings Estimate Revisions Grade that could be considered a “winner.” Investors considering these companies should do additional due diligence and research to see if either could be a good addition to their portfolios. It’s important to look at a wide range of financial metrics in order to determine if XP Inc., Interactive Brokers Group or Inc. is the better investment when it comes to estimate revisions.

Other XP Inc., Interactive Brokers Group and Inc. Grades

In addition to Momentum, Growth and Estimate Revisions, A+ Investor also provides grades for Value and Quality.

Successful stock investing involves buying low and selling high, so stock valuation is an important consideration for stock selection. Buying stocks that are going to go up typically means buying stocks that are undervalued in the first place, although momentum investors may argue that point.

AAII’s A+ Investor Quality Grade comes from the ranking of key metrics. Specifically, the quality grade is the percentile rank of the composite of return on assets (ROA), return on invested capital (ROIC), gross profit relative to assets, buyback yield, change in total liabilities to assets, accruals, Z double prime bankruptcy risk (Z) score and F-Score.

These 2 key factors, when combined with the above, provide a holistic view into a particular stock. Further, by joining A+ Investor you can see whether XP Inc., Interactive Brokers Group and Inc. pass any of our 60+ stock screens that have outperformed the market since their creation.

So, Which Is the Better Investment, XP Inc., Interactive Brokers Group or Inc. Stock?

Overall, XP Inc. stock has a Growth Score of 48, Momentum Score of 67 and Estimate Revisions Score of 30.

Interactive Brokers Group, Inc. stock has a Growth Score of 69, Momentum Score of 73 and Estimate Revisions Score of 49.

Comparing XP Inc., Interactive Brokers Group and Inc.’s grades, scores and metrics can act as a solid basis to determine whether they may be a good investment or not. You’ll also want to look at your portfolio’s asset allocation as well as your risk tolerance and financial goals to see if either of these stocks would make a good fit for you. AAII can help you figure out which investments align with your individual needs and preferences.

Investors are encouraged to do their own due diligence and research. In this way, individuals can effectively become managers of their own assets‐without having to rely on others for financial independence. You can count on AAII for timeless articles on financial planning and stock-picking, unbiased research and actionable analysis.

A+ Investor adds to our qualitative teaching with a powerful data suite to help you whittle down investment choices to find stocks, exchange-traded funds (ETFs) or mutual funds that meet your needs.

AAII Disclaimer

We make no representations or warranties that any investor will, or is likely to, achieve profits similar to those shown, because past, hypothetical or simulated performance is not necessarily indicative of future results. Before making an investment decision, you should consider your circumstances and whether the information on our content is applicable to your situation. This information was prepared in good faith, and we accept no liability for any errors or omissions. The full disclaimer can be read here.