Stock · IBKR · Financial Services
United States · Large Cap · listed since 2007 · Revenue 12 mo. $8.4B
Price as of 11/06/2026
Interactive Brokers Group, Inc. operates as an automated electronic broker in the United States and internationally.
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.
Original text from the data provider
Summary
50.3 of 100
Mean of the six area values. Each area value is the mean of the stock's ranks among the companies in its sector. 50 is the middle of the sector, not a share of companies beaten.
Analysis
What the price requires
Book value €71.8B, market value €119.1B (P/B 1.7). At a 9% discount rate, the premium over book value only pays off with a lasting 14.9% return on equity.
Required return on equity per year
14.9%
no perpetual growth
with respect to the priced-in expectation
No indication in the stored figures.
with respect to the priced-in expectation
Since the last quarter
Q2 → Q3 2026
2 more unchanged: Shares outstanding, Return on equity
Derivation
Each area value is the average of its metrics' ranks within the sector (0 to 100, 50 is the middle). For metrics where lower is better, the rank is mirrored. The overall value is the average of the area values.
Price as of 11/06/2026.
| Metric | Stock | Sector median | Position in sector |
|---|---|---|---|
| Return on equity | 4.81% | 12.46% | Rank 8 |
| Return on capital (Greenblatt)does not count towards the rank | – | 59.04% | |
| EBIT margin | 141.79% | 23.06% | Rank 100 |
| FCF margin | 253.73% | 19.82% | Rank 98 |
| Gross margin | 148.04% | 65.53% | Rank 100 |
| Metric | Stock | Sector median | Position in sector |
|---|---|---|---|
| Revenue growth, 1 year | 19.67% | 7.39% | Rank 75 |
| Earnings growth, 3 years per year | 32.81% | 15.20% | Rank 78 |
| Earnings growth, 5 years per year | 29.44% | 15.17% | Rank 80 |
| Sustainable growth (ROE × retained earnings) | 1.08% | 1.25% | Rank 45 |
| Metric | Stock | Sector median | Position in sector |
|---|---|---|---|
| Earnings yield | 2.90% | 6.47% | Rank 11 |
| FCF yield | 11.86% | 7.16% | Rank 70 |
| EV/saleslower is better | 20.60 | 2.82 | Rank 4 |
| EV/EBITlower is better | 14.53 | 14.24 | Rank 48 |
| Metric | Stock | Sector median | Position in sector |
|---|---|---|---|
| Share price, 1 year | −1.08% | 7.80% | Rank 35 |
| Share price, 6 months | −9.70% | 8.71% | Rank 8 |
| Share price, 3 months | −8.54% | 0.45% | Rank 11 |
| Distance from 52-week high | −22.78% | −10.68% | Rank 13 |
| Metric | Stock | Sector median | Position in sector |
|---|---|---|---|
| Accruals (Sloan)lower is better | −8.29% | 1.23% | Rank 98 |
| Change in share countlower is better | 2.72% | −0.60% | Rank 12 |
| Dividend streak in years | 12 | 5 | Rank 77 |
| Price reaction to results, market-adjusted | −3.03% | 0.00% | Rank 16 |
| Metric | Stock | Sector median | Position in sector |
|---|---|---|---|
| Equity ratio | 10.07% | 9.21% | Rank 56 |
| Net debt/EBITDAlower is better | −0.54 | 0.12 | Rank 60 |
| Debt to equitylower is better | 0.00 | 0.90 | Rank 99 |
| Volatility, 1 yearlower is better | 40.05% | 25.95% | Rank 10 |
Ten years in figures
| Year | Revenue, $B | Net income, $M | Return on equity | Shares |
|---|---|---|---|---|
| 2016 | 1.4 | 84.0 | 1.4% | 269M |
| 2017 | 1.6 | 76.0 | 1.2% | 284M |
| 2018 | 2.3 | 169.0 | 2.4% | 297M |
| 2019 | 2.6 | 161.0 | 2.0% | 307M |
| 2020 | 2.4 | 195.0 | 2.2% | 323M |
| 2021 | 2.9 | 308.0 | 3.0% | 380M |
| 2022 | 3.1 | 380.0 | 3.3% | 405M |
| 2023 | 4.3 | 600.0 | 4.3% | 423M |
| 2024 | 5.2 | 755.0 | 4.6% | 436M |
| 2025 | 6.2 | 984.0 | 4.8% | 448M |
4 of 7 StockScorer Score rules met · How the score is built
Interactive Brokers Group Inc mainly meets criteria in the Growth category. Result from 18 strategies checked.
This is how the StockScorer Score strategy, the flagship rule set, calculates the points for Interactive Brokers Group Inc. It compares return and cash-flow metrics with the median of the company's own sector and checks growth and price trend.
4 of 7 rules met
7 of 11 points
The rule “Exclusion: financial and real estate stocks” applies. The stock is therefore not rated regardless of the points scored.
Detail data
Excerpt from 18 strategies checked. The full evaluation is visible after a free sign-up.
With a free account, you can see the match across all strategies checked in one complete overview.
Selected fundamental metrics for Interactive Brokers Group Inc.
| Metric | Stock | Sector |
|---|---|---|
| P/E ratio | 34.5 | 15.2 |
| P/B ratio | 1.7 | 1.8 |
| Return on equity (ROE) | 4.8% | 12.5% |
| Equity ratio | 10.1% | 9.2% |
| Debt-to-equity (D/E) | 0.00 | 0.90 |
| Dividend yield | 0.4% | 3.3% |
How comparable stocks in the same sector score in the StockScorer model.
| Symbol | Company | Rating |
|---|---|---|
| IBKR | Interactive Brokers Group Incthis page | |
| SCHW | Charles Schwab Corp | Low4.5 |
| HOOD | Robinhood Markets Inc | Low4.5 |
| GS | Goldman Sachs Group Inc | Low3.6 |
| MS | Morgan Stanley | locked |
| MQG.AX | Macquarie Group Ltd | locked |
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Learn more about the metrics in the metrics glossary or all rated stocks in the stock overview.
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