Interactive Brokers Group Stock Performance
| IBKR Stock | USD 205.70 4.76 2.37% |
Interactive Brokers has a performance score of 3 on a scale of 0 to 100. The company retains a Market Volatility (i.e., Beta) of 0.57, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Interactive Brokers' returns are expected to increase less than the market. However, during the bear market, the loss of holding Interactive Brokers is expected to be smaller as well. Interactive Brokers right now retains a risk of 2.65%. Please check out Interactive Brokers potential upside, as well as the relationship between the kurtosis and day typical price , to decide if Interactive Brokers will be following its current trending patterns.
Risk-Adjusted Performance
Insignificant
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Interactive Brokers Group are ranked lower than 3 (%) of all global equities and portfolios over the last 90 days. Even with relatively weak forward-looking signals, Interactive Brokers may actually be approaching a critical reversion point that can send shares even higher in March 2025. ...more
Actual Historical Performance (%)
One Day Return (6.37) | Five Day Return (11.67) | Year To Date Return 10.1 | Ten Year Return 517.52 | All Time Return 541.98 |
Forward Dividend Yield 0.0047 | Payout Ratio | Forward Dividend Rate 1 | Dividend Date 2025-03-14 | Ex Dividend Date 2025-02-28 |
| Interactive Brokers dividend paid on 13th of December 2024 | 12/13/2024 |
1 | Nvidia options draw dip buyers as shares rebound | 01/28/2025 |
2 | Interactive Brokers Group Inc Announces CFOs Participation in UBS Financial Services ... | 01/31/2025 |
3 | Acquisition by Milan Galik of 302 shares of Interactive Brokers at 82.9 subject to Rule 16b-3 | 02/06/2025 |
4 | Interactive Brokers Launches Mutual Funds for Stocks and Shares ISAs | 02/11/2025 |
5 | Interactive Brokers Group Inc Shares Up 3.99 percent on Feb 12 | 02/12/2025 |
6 | Park Capital Management LLC WI Invests 385,000 in Interactive Brokers Group, Inc. | 02/13/2025 |
7 | Tesla Dip Buyers Face a Treacherous Path Amid Bearish Signals | 02/14/2025 |
8 | Disposition of 4870 shares by Thomas Peterffy of Interactive Brokers subject to Rule 16b-3 | 02/18/2025 |
9 | Disposition of 6447 shares by Thomas Peterffy of Interactive Brokers subject to Rule 16b-3 | 02/20/2025 |
10 | Interactive Brokers Group Inc Stock Price Down 3.27 percent on Feb 21 | 02/21/2025 |
11 | Interactive Brokers Group Inc Shares Down 6.06 percent on Feb 25 | 02/25/2025 |
| Begin Period Cash Flow | 32.6 B |
Interactive |
Interactive Brokers Relative Risk vs. Return Landscape
If you would invest 19,109 in Interactive Brokers Group on November 28, 2024 and sell it today you would earn a total of 985.00 from holding Interactive Brokers Group or generate 5.15% return on investment over 90 days. Interactive Brokers Group is currently generating 0.1212% in daily expected returns and assumes 2.6549% risk (volatility on return distribution) over the 90 days horizon. In different words, 23% of stocks are less volatile than Interactive, and 98% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
Interactive Brokers Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Interactive Brokers' investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Interactive Brokers Group, and traders can use it to determine the average amount a Interactive Brokers' price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0456
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Estimated Market Risk
| 2.65 actual daily | 23 77% of assets are more volatile |
Expected Return
| 0.12 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.05 actual daily | 3 97% of assets perform better |
Based on monthly moving average Interactive Brokers is performing at about 3% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Interactive Brokers by adding it to a well-diversified portfolio.
Interactive Brokers Fundamentals Growth
Interactive Stock prices reflect investors' perceptions of the future prospects and financial health of Interactive Brokers, and Interactive Brokers fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Interactive Stock performance.
| Return On Equity | 0.22 | ||||
| Return On Asset | 0.0244 | ||||
| Profit Margin | 0.15 % | ||||
| Operating Margin | 0.75 % | ||||
| Current Valuation | 19.75 B | ||||
| Shares Outstanding | 108.88 M | ||||
| Price To Earning | 23.01 X | ||||
| Price To Book | 5.46 X | ||||
| Price To Sales | 16.37 X | ||||
| Revenue | 5.18 B | ||||
| Gross Profit | 4.7 B | ||||
| EBITDA | (1.15 B) | ||||
| Net Income | 755 M | ||||
| Cash And Equivalents | 69.78 B | ||||
| Cash Per Share | 685.32 X | ||||
| Total Debt | 133.92 B | ||||
| Debt To Equity | 0.87 % | ||||
| Current Ratio | 1.10 X | ||||
| Book Value Per Share | 39.31 X | ||||
| Cash Flow From Operations | 4.54 B | ||||
| Earnings Per Share | 6.93 X | ||||
| Market Capitalization | 84.9 B | ||||
| Total Asset | 150.52 B | ||||
| Retained Earnings | 1.85 B | ||||
| Working Capital | 11.72 B | ||||
| Current Asset | 44.33 B | ||||
| Current Liabilities | 43.39 B | ||||
About Interactive Brokers Performance
Assessing Interactive Brokers' fundamental ratios provides investors with valuable insights into Interactive Brokers' financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Interactive Brokers is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
| Last Reported | Projected for Next Year | ||
| Return On Capital Employed | 0.03 | 0.03 | |
| Return On Equity | 0.18 | 0.14 |
Things to note about Interactive Brokers performance evaluation
Checking the ongoing alerts about Interactive Brokers for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Interactive Brokers help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| 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 |
- Analyzing Interactive Brokers' financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Interactive Brokers' stock is overvalued or undervalued compared to its peers.
- Examining Interactive Brokers' industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Interactive Brokers' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Interactive Brokers' management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Interactive Brokers' stock. These opinions can provide insight into Interactive Brokers' potential for growth and whether the stock is currently undervalued or overvalued.
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.