IBKR$72.7
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Powered by LiveAIOverall Analysis
BuyInteractive Brokers Group demonstrates strong financial performance and a robust operational model, fitting well within the digitalization of finance theme. While valuation metrics suggest it's not deeply undervalued, its consistent growth and market position warrant a positive outlook.
Thematic
Interactive Brokers benefits from the ongoing digitalization of financial markets, increased retail participation, and the growth of algorithmic and electronic trading. Its broad product offering caters to a diverse and growing client base.
Fundamental
Interactive Brokers demonstrates strong revenue growth, solid profitability, and a healthy balance sheet. Its efficient operations and expanding customer base contribute to robust financial health.
Technical
The stock is in a strong uptrend, trading above key moving averages. While RSI indicates it may be approaching overbought territory, momentum indicators are still positive, suggesting continued upside potential with possible short-term consolidation.
| Factor | Score |
|---|---|
| Digitalization of Finance | 85 |
| Retail Investor Growth | 70 |
| Broader Asset Access | 80 |
| Regulatory Landscape | 65 |
| Factor | Score |
|---|---|
| Valuation | 65 |
| Profitability | 75 |
| Growth | 80 |
| Balance Sheet Health | 95 |
| Cash Flow | 85 |
| Earnings Consistency | 70 |
| Factor | Score |
|---|---|
| Trend Analysis | 80 |
| Momentum | 70 |
| Volume | 70 |
| Short-Term Support | 60 |
AI Investing Checklist
Powered by LiveAIBullish Points (7)
Strong Recent Performance
The stock has shown significant positive performance over various short-term periods, with a 5-day return of 4.35%, a 1-month return of 21.14%, and a year-to-date return of 42.73%.
Positive EPS Surprise History
Interactive Brokers Group has a history of beating earnings estimates, with positive surprises in 7 out of the last 10 reported quarters, indicating consistent operational execution.
Bearish Points (7)
High P/E Ratio Compared to Historical Trends
The current P/E ratio of 33.87 is significantly higher than its historical average (e.g., 2021 P/E of 26.9), which might indicate the stock is trading at a premium and susceptible to a valuation correction.
Slowing Revenue Growth (Quarterly)
While annual revenue shows growth, quarterly revenue figures (e.g., 2024Q1: $2.198B) indicate a potential slowdown compared to earlier periods, which needs monitoring for future performance.
Calendar
July 2025
18
Next Earnings Date
H: $0.54
A: $0.51
L: $0.49
H: 1.53B
A: 1.45B
L: 1.42B
August 2025
29
Ex-Dividend Date
September 2025
12
Next Dividend Date
Profile
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, mutual funds, exchange traded funds (ETFs), precious metals, and cryptocurrencies. 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 custody, prime brokerage, securities, and margin lending services. 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.
Seasonals
Price Target
65.11 USD
The 39 analysts offering 1 year price forecasts for IBKR have a max estimate of 73.00 and a min estimate of 46.00.
Debt Level and Coverage
Financial Position Analysis
Ownership
Capital Structure
Valuation - Summary
Valuation - Ratios
Revenue to Profit Conversion
Balance Sheet
Income Statement
Cash Flow
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