Interactive Brokers Group, Inc. IBKR
Composite 57/100; the shares have moved about 41% annualised. Names that move more contribute more risk for the same amount invested, and our composite reflects how strong the evidence for this one is right now.
Income ranks 36/100 — a moderate mark against it.
Momentum ranks 75/100 — a strong point in its favour. Growth ranks 74/100 — a moderate point in its favour. Quality ranks 63/100 — a moderate point in its favour.
Income ranks 36/100 — a moderate mark against it. Balance-sheet strength ranks 43/100 — a slight mark against it. Valuation ranks 44/100 — a slight mark against it.
What the company does Interactive Brokers Group operates an automated electronic brokerage platform offering execution, clearance, custody, and lending services across global asset classes including stocks, options, futures, forex, bonds, precious metals, and cryptocurrencies. It serves retail investors, advisors, hedge funds, and proprietary trading groups through platforms like IBKR Trader Workstation and IBKR Mobile, alongside fractional trading and a Visa Infinite charge card.
Key financials IBKR reports strong profitability with ROE 24%, ROA 2.3%, and net margin 16.5%. Revenue grew 9.8% and EPS 24.5%, supported by gross margin 93.0% and operating margin 76.5%. Leverage is high (Debt/Equity 2.06), but net debt/EBITDA is negative (-1.92) and interest coverage stands at 2.18x.
Stock health Momentum is mixed: +30.49% over 6 months and +45.84% over 12 months, but down -8.38% from the 52-week high and -7.01% in the last day. RSI(14) is 45.90, indicating neutral momentum. SideraVIA scores show average quality (56.3) with strong growth (73.1) but weak strength (42.4) and income (36.2).
Price vs fair value The stock trades at a discount of 17.40% versus the analyst mean target of 106.13. - Expanding global reach and client DARTs growth (+23% YoY) support long-term value (IBKR press). - Recent removal from Goldman Sachs’ conviction list may weigh on near-term sentiment (Goldman Sachs). - Sector rotation and macro volatility (oil, yields) contributed to August 31 equity market decline (US Equity Markets).
Looking forward Forward P/E of 35.34 and PEG of 4.63 suggest high expectations are priced in. Growth in client activity and product diversification remain key catalysts, while elevated leverage and valuation sensitivity to rate movements pose risks.
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Data as of 2026-09-04, compiled from third-party sources; errors and delays are possible and figures are not warranted. Investing puts your capital at risk; past performance does not predict future results. We publish our full track record, including the calls that lost, and our conflicts of interest.