Is Interactive Brokers Stock a Good Investment?
Interactive Brokers Investment Advice | IBKR |
- Examine Interactive Brokers' financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
- Research Interactive Brokers' leadership team and their track record. Good management can help Interactive Brokers navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Investment Banking & Brokerage space and any emerging trends that could impact Interactive Brokers' business and its evolving consumer preferences.
- Compare Interactive Brokers' performance and market position to its competitors. Analyze how Interactive Brokers is positioned in terms of product offerings, innovation, and market share.
- Check if Interactive Brokers pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about Interactive Brokers' stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.
It's important to note that investing in Interactive Brokers Group stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if Interactive Brokers Group is a good investment.
Sell | Buy |
Sell
Market Performance | Very Weak | Details | |
Volatility | Very steady | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Overvalued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Responds to the market | Details | |
Investor Sentiment | Impartial | Details | |
Analyst Consensus | Strong Buy | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unavailable | Details |
Examine Interactive Brokers Stock
Researching Interactive Brokers' stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 87.0% of the company shares are owned by institutional investors. The book value of Interactive Brokers was currently reported as 39.3. The company recorded earning per share (EPS) of 6.71. Interactive Brokers last dividend was issued on the 28th of February 2025.
To determine if Interactive Brokers is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding Interactive Brokers' research are outlined below:
| Interactive Brokers had very high historical volatility over the last 90 days | |
| Over 87.0% of the company shares are owned by institutional investors | |
| On 14th of March 2025 Interactive Brokers paid $ 0.25 per share dividend to its current shareholders | |
| Latest headline from businesswire.com: Interactive Brokers Expands Crypto Trading with New Tokens |
Interactive Brokers Quarterly Accounts Payable |
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Interactive Brokers uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in Interactive Brokers Group. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Interactive Brokers' previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
| 16th of April 2024 Upcoming Quarterly Report | View | |
| 16th of July 2024 Next Financial Report | View | |
| 31st of March 2024 Next Fiscal Quarter End | View | |
| 21st of January 2025 Next Fiscal Year End | View | |
| 31st of December 2023 Last Quarter Report | View | |
| 31st of December 2023 Last Financial Announcement | View |
Earnings surprises can significantly impact Interactive Brokers' stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate. Below are the table of largest EPS Surprises Interactive Brokers' investors have experienced.
| Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
|---|---|---|---|---|---|---|---|
2012-01-19 | 2011-12-31 | 0.24 | 0.27 | 0.03 | 12 | ||
2017-07-18 | 2017-06-30 | 0.37 | 0.41 | 0.04 | 10 | ||
2015-01-20 | 2014-12-31 | 0.06 | 0.02 | -0.04 | 66 | ||
2017-10-17 | 2017-09-30 | 0.38 | 0.43 | 0.05 | 13 | ||
2014-04-15 | 2014-03-31 | 0.3 | 0.35 | 0.05 | 16 | ||
2013-10-15 | 2013-09-30 | 0.34 | 0.39 | 0.05 | 14 | ||
2012-10-16 | 2012-09-30 | 0.35 | 0.3 | -0.05 | 14 | ||
2018-04-17 | 2018-03-31 | 0.59 | 0.65 | 0.06 | 10 |
Know Interactive Brokers' Top Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Interactive Brokers is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Interactive Brokers Group backward and forwards among themselves. Interactive Brokers' institutional investor refers to the entity that pools money to purchase Interactive Brokers' securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| 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' market capitalization trends
The company currently falls under 'Large-Cap' category with a current market capitalization of 75.82 B.Market Cap |
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Interactive Brokers' profitablity analysis
| Last Reported | Projected for Next Year | ||
| Return On Capital Employed | 0.03 | 0.03 | |
| Return On Equity | 0.18 | 0.14 |
Determining Interactive Brokers' profitability involves analyzing its financial statements and using various financial metrics to determine if Interactive Brokers is a good buy. For example, gross profit margin measures Interactive Brokers' profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of Interactive Brokers' profitability and make more informed investment decisions.
Interactive Brokers' Earnings Breakdown by Geography
Evaluate Interactive Brokers' management efficiency
Interactive Brokers has return on total asset (ROA) of 0.0245 % which means that it generated a profit of $0.0245 on every $100 spent on assets. This is way below average. Similarly, it shows a return on stockholder's equity (ROE) of 0.2222 %, meaning that it created $0.2222 on every $100 dollars invested by stockholders. Interactive Brokers' management efficiency ratios could be used to measure how well Interactive Brokers manages its routine affairs as well as how well it operates its assets and liabilities. As of 03/27/2025, Return On Tangible Assets is likely to drop to 0. In addition to that, Return On Capital Employed is likely to drop to 0.03. At this time, Interactive Brokers' Asset Turnover is relatively stable compared to the past year.| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 153.52 | 81.67 | |
| Tangible Book Value Per Share | 153.52 | 81.53 | |
| Enterprise Value Over EBITDA | (13.46) | (12.79) | |
| Price Book Value Ratio | 4.46 | 4.69 | |
| Enterprise Value Multiple | (13.46) | (12.79) | |
| Price Fair Value | 4.46 | 4.69 | |
| Enterprise Value | 13.9 B | 14.6 B |
Understanding the management dynamics of Interactive Brokers Group allows us to gauge its ability to sustain growth and profitability. This comprehensive analysis aids in determining the stock's value.
Basic technical analysis of Interactive Stock
As of the 27th of March, Interactive Brokers retains the Risk Adjusted Performance of 0.0219, market risk adjusted performance of 0.0369, and Downside Deviation of 3.57. Interactive Brokers technical analysis makes it possible for you to employ historical prices and volume momentum with the intention to determine a pattern that calculates the direction of the firm's future prices. Please check out Interactive Brokers information ratio, potential upside, as well as the relationship between the Potential Upside and kurtosis to decide if Interactive Brokers is priced fairly, providing market reflects its last-minute price of 173.94 per share. Given that Interactive Brokers Group has jensen alpha of 0.0493, we strongly advise you to confirm Interactive Brokers's regular market performance to make sure the company can sustain itself at a future point.Interactive Brokers' insider trading activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Interactive Brokers insiders, such as employees or executives, is commonly permitted as long as it does not rely on Interactive Brokers' material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Interactive Brokers insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Thomas Peterffy over a month ago Disposition of 4870 shares by Thomas Peterffy of Interactive Brokers subject to Rule 16b-3 | ||
Nemser Earl H over six months ago Disposition of 1235 shares by Nemser Earl H of Interactive Brokers at 96.45 subject to Rule 16b-3 | ||
Philip Uhde over a year ago Sale by Philip Uhde of 57952 shares of Interactive Brokers |
Interactive Brokers' Outstanding Corporate Bonds
Interactive Brokers issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Interactive Brokers uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Interactive bonds can be classified according to their maturity, which is the date when Interactive Brokers Group has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| INTERC 45 30 JUN 56 Corp BondUS45846AAA88 | View | |
| AerCap Global Aviation Corp BondUS00773HAA59 | View |
Understand Interactive Brokers' technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing Interactive Brokers' various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.
| Risk Adjusted Performance | 0.0219 | |||
| Market Risk Adjusted Performance | 0.0369 | |||
| Mean Deviation | 2.29 | |||
| Semi Deviation | 3.45 | |||
| Downside Deviation | 3.57 | |||
| Coefficient Of Variation | 5828.62 | |||
| Standard Deviation | 3.22 | |||
| Variance | 10.35 | |||
| Information Ratio | 0.0148 | |||
| Jensen Alpha | 0.0493 | |||
| Total Risk Alpha | 0.0546 | |||
| Sortino Ratio | 0.0133 | |||
| Treynor Ratio | 0.0269 | |||
| Maximum Drawdown | 21.81 | |||
| Value At Risk | (5.91) | |||
| Potential Upside | 4.4 | |||
| Downside Variance | 12.78 | |||
| Semi Variance | 11.92 | |||
| Expected Short fall | (2.34) | |||
| Skewness | (0.89) | |||
| Kurtosis | 3.8 |
| Risk Adjusted Performance | 0.0219 | |||
| Market Risk Adjusted Performance | 0.0369 | |||
| Mean Deviation | 2.29 | |||
| Semi Deviation | 3.45 | |||
| Downside Deviation | 3.57 | |||
| Coefficient Of Variation | 5828.62 | |||
| Standard Deviation | 3.22 | |||
| Variance | 10.35 | |||
| Information Ratio | 0.0148 | |||
| Jensen Alpha | 0.0493 | |||
| Total Risk Alpha | 0.0546 | |||
| Sortino Ratio | 0.0133 | |||
| Treynor Ratio | 0.0269 | |||
| Maximum Drawdown | 21.81 | |||
| Value At Risk | (5.91) | |||
| Potential Upside | 4.4 | |||
| Downside Variance | 12.78 | |||
| Semi Variance | 11.92 | |||
| Expected Short fall | (2.34) | |||
| Skewness | (0.89) | |||
| Kurtosis | 3.8 |
Consider Interactive Brokers' intraday indicators
Interactive Brokers intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Interactive Brokers stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
| Accumulation Distribution | 74778.35 | |||
| Daily Balance Of Power | (0.83) | |||
| Rate Of Daily Change | 0.97 | |||
| Day Median Price | 176.51 | |||
| Day Typical Price | 175.65 | |||
| Price Action Indicator | (5.30) | |||
| Period Momentum Indicator | (5.46) | |||
| Relative Strength Index | 29.67 |
Interactive Brokers Corporate Filings
| 6th of March 2025 Other Reports | ViewVerify | |
10K | 5th of March 2025 An amendment to a previously filed Form 10-K | ViewVerify |
10K | 27th of February 2025 Annual report required by the U.S. Securities and Exchange Commission (SEC) of a company financial performance | ViewVerify |
F4 | 24th of February 2025 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
Interactive Stock media impact
Far too much social signal, news, headlines, and media speculation about Interactive Brokers that are available to investors today. That information is available publicly through Interactive media outlets and privately through word of mouth or via Interactive internal channels. However, regardless of the origin, that massive amount of Interactive data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.
A primary focus of Interactive Brokers news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of Interactive Brokers relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to Interactive Brokers' headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive Interactive Brokers alpha.
Interactive Brokers Sentiment by Major News Outlets
Investor sentiment, mood or attitude towards Interactive Brokers can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.
Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.
Interactive Brokers Historical Investor Sentiment
Investor biases related to Interactive Brokers' public news can be used to forecast risks associated with an investment in Interactive. The trend in average sentiment can be used to explain how an investor holding Interactive can time the market purely based on public headlines and social activities around Interactive Brokers Group. Please note that most equities that are difficult to arbitrage are affected by market sentiment the most.
Interactive Brokers' market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for Interactive Brokers and other traded tickers. The bigger the bubble, the more accurate the estimated score. Higher bars for a given day show more participation in the average Interactive Brokers news discussions. The higher the estimate score, the more favorable the investor's outlook on Interactive Brokers.
Interactive Brokers Maximum Pain Price Across June 20th 2025 Option Contracts
Interactive Brokers' options can also be used to analyze investors' bias and current market sentiment in the context of behavioral finance. For example, Max pain usually refers to a trading concept that asserts that market manipulation can cause the market price of Interactive Brokers close to the expiration of its current option contract to expire worthlessly. According to most research, about 35% of options are not executed, with roughly 50% traded out before expiration. So, Max pain occurs when market makers reach a net favorable position across all options at a strike price where option holders stand to lose the most money. By contrast, option sellers may reap the most after selling more options than buying, causing them to expire worthlessly. Please continue to view the detailed analysis of Interactive Brokers' options.
Interactive Brokers Corporate Management
| Thomas Frank | CIO and Executive VP | Profile | |
| David Friedland | Managing Operations | Profile | |
| Denis Mendonca | Chief Accounting Officer and Controller | Profile | |
| Nancy Stuebe | Director Relations | Profile |
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.