Interactive Brokers Group Stock Buy Hold or Sell Recommendation
| IBKR Stock | USD 205.70 4.76 2.37% |
Given the investment horizon of 90 days and your typical level of risk aversion, our recommendation regarding Interactive Brokers Group is 'Hold'. A buy or sell recommendation provided by Macroaxis is an automated analysis based on historical performance and your stated risk tolerance. It serves as guidance on whether to purchase or sell Interactive Brokers Group within the specified time frame.
Check out Interactive Brokers Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. Note, we conduct extensive research on individual companies such as Interactive and provide practical buy, sell, or hold advice based on investors' constraints. Interactive Brokers Group. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in industry.
Interactive |
Execute Interactive Brokers Buy or Sell Advice
The Interactive recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Interactive Brokers Group. Macroaxis does not own or have any residual interests in Interactive Brokers Group or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Interactive Brokers' advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Hold
Market Performance | Insignificant | Details | |
Volatility | Very steady | Details | |
Hype Condition | Under hyped | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Follows the market closely | Details | |
Investor Sentiment | Interested | Details | |
Analyst Consensus | Strong Buy | Details | |
Financial Strenth (F Score) | Healthy | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Interactive Brokers Trading Alerts and Improvement Suggestions
| Over 87.0% of the company shares are owned by institutional investors | |
| Latest headline from gurufocus.com: Interactive Brokers Group Inc Shares Down 6.06 percent on Feb 25 |
Interactive Brokers Returns Distribution Density
The distribution of Interactive Brokers' historical returns is an attempt to chart the uncertainty of Interactive Brokers' future price movements. The chart of the probability distribution of Interactive Brokers daily returns describes the distribution of returns around its average expected value. We use Interactive Brokers Group price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Interactive Brokers returns is essential to provide solid investment advice for Interactive Brokers.
| Mean Return | 0.18 | Value At Risk | -3.22 | Potential Upside | 3.94 | Standard Deviation | 2.51 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Interactive Brokers historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Interactive Stock Institutional Investors
The Interactive Brokers' institutional investors refer to entities that pool money to purchase Interactive Brokers' securities or originate loans. These institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds.
| Shares | Wellington Management Company Llp | 2024-12-31 | 1.5 M | Norges Bank | 2024-12-31 | 1.3 M | Morgan Stanley - Brokerage Accounts | 2024-12-31 | 1.3 M | Fmr Inc | 2024-12-31 | 1.3 M | Jarislowsky Fraser Ltd | 2024-12-31 | 1.2 M | Neuberger Berman Group Llc | 2024-12-31 | 1.1 M | Jacobs Levy Equity Management, Inc. | 2024-12-31 | 1.1 M | Bares Capital Management Inc | 2024-12-31 | 951.6 K | Wells Fargo & Co | 2024-12-31 | 947.8 K | Blackrock Inc | 2024-12-31 | 10.3 M | Vanguard Group Inc | 2024-12-31 | 10.1 M |
Interactive Brokers Cash Flow Accounts
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 (projected) | ||
| Change In Cash | 7.9B | 5.1B | 3.3B | 4.0B | (32.6B) | (31.0B) | |
| Free Cash Flow | 8.0B | 5.8B | 3.9B | 4.5B | 5.2B | 5.4B | |
| Depreciation | 62M | 74M | 84M | 94M | 108.1M | 113.5M | |
| Other Non Cash Items | 15.8B | 21.0B | 15M | 9.4B | (755M) | (717.3M) | |
| Dividends Paid | 32M | 38M | 40M | 42M | 37.8M | 55.4M | |
| Capital Expenditures | 74M | 50M | 77M | 69M | 49M | 0.0 | |
| Net Income | 195M | 308M | 380M | 600M | 755M | 792.8M | |
| End Period Cash Flow | 20.2B | 25.3B | 28.6B | 32.6B | 37.5B | 39.4B | |
| Change To Inventory | (9.6B) | (22.5B) | 9.1B | (10.6B) | (9.6B) | (9.1B) | |
| Investments | (15M) | (50M) | (111M) | (52M) | (46.8M) | (44.5M) | |
| Net Borrowings | (1M) | 6M | 4M | (9M) | (10.4M) | (10.9M) | |
| Change To Netincome | (2.1B) | (9.9B) | 12.8B | (16.5B) | (14.9B) | (14.1B) | |
| Change Receivables | 4M | (515M) | (2.5B) | 88M | 79.2M | 83.2M |
Interactive Brokers Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Interactive Brokers or Capital Markets sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Interactive Brokers' price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Interactive stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over Dow Jones | 0.17 | |
β | Beta against Dow Jones | 0.57 | |
σ | Overall volatility | 2.65 | |
Ir | Information ratio | 0.06 |
Interactive Brokers Volatility Alert
Interactive Brokers Group currently demonstrates below-average downside deviation. It has Information Ratio of 0.06 and Jensen Alpha of 0.17. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Interactive Brokers' stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Interactive Brokers' stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Interactive Brokers Fundamentals Vs Peers
Comparing Interactive Brokers' fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Interactive Brokers' direct or indirect competition across all of the common fundamentals between Interactive Brokers and the related equities. This way, we can detect undervalued stocks with similar characteristics as Interactive Brokers or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Interactive Brokers' fundamental indicators could also be used in its relative valuation, which is a method of valuing Interactive Brokers by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Interactive Brokers to competition |
| Fundamentals | Interactive Brokers | Peer Average |
| Return On Equity | 0.22 | -0.31 |
| Return On Asset | 0.0244 | -0.14 |
| Profit Margin | 0.15 % | (1.27) % |
| Operating Margin | 0.75 % | (5.51) % |
| Current Valuation | 19.75 B | 16.62 B |
| Shares Outstanding | 108.88 M | 571.82 M |
| Shares Owned By Insiders | 3.19 % | 10.09 % |
| Shares Owned By Institutions | 87.45 % | 39.21 % |
| Number Of Shares Shorted | 2.36 M | 4.71 M |
| Price To Earning | 23.01 X | 28.72 X |
| Price To Book | 5.46 X | 9.51 X |
| Price To Sales | 16.37 X | 11.42 X |
| Revenue | 5.18 B | 9.43 B |
| Gross Profit | 4.7 B | 27.38 B |
| EBITDA | (1.15 B) | 3.9 B |
| Net Income | 755 M | 570.98 M |
| Cash And Equivalents | 69.78 B | 2.7 B |
| Cash Per Share | 685.32 X | 5.01 X |
| Total Debt | 133.92 B | 5.32 B |
| Debt To Equity | 0.87 % | 48.70 % |
| Current Ratio | 1.10 X | 2.16 X |
| Book Value Per Share | 39.31 X | 1.93 K |
| Cash Flow From Operations | 4.54 B | 971.22 M |
| Short Ratio | 1.43 X | 4.00 X |
| Earnings Per Share | 6.93 X | 3.12 X |
| Price To Earnings To Growth | 15.07 X | 4.89 X |
| Target Price | 226.2 | |
| Beta | 0.89 | -0.15 |
| Market Capitalization | 84.9 B | 19.03 B |
| Total Asset | 150.52 B | 29.47 B |
| Retained Earnings | 1.85 B | 9.33 B |
| Working Capital | 11.72 B | 1.48 B |
| Current Asset | 44.33 B | 9.34 B |
Note: Disposition of 4870 shares by Thomas Peterffy of Interactive Brokers subject to Rule 16b-3 [view details]
Interactive Brokers Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Interactive . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
About Interactive Brokers Buy or Sell Advice
When is the right time to buy or sell Interactive Brokers Group? Buying financial instruments such as Interactive Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
Use Investing Ideas to Build Portfolios
In addition to having Interactive Brokers in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
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You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Insurance Providers Theme or any other thematic opportunities.
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Additional Tools for Interactive Stock Analysis
When running Interactive Brokers' price analysis, check to measure Interactive Brokers' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Interactive Brokers is operating at the current time. Most of Interactive Brokers' value examination focuses on studying past and present price action to predict the probability of Interactive Brokers' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Interactive Brokers' price. Additionally, you may evaluate how the addition of Interactive Brokers to your portfolios can decrease your overall portfolio volatility.