Indicators
Indicators
Value
Direction
MACD(12,26,9)
-0.829
Neutral
RSI(14)
53.580
Neutral
STOCH(KDJ)(9,3,3)
46.597
Buy
ATR(14)
2.648
High Vlolatility
CCI(14)
-5.743
Neutral
Williams %R
50.000
Neutral
TRIX(12,20)
0.119
Sell
StochRSI(14)
100.000
Buy
Interactive Brokers Group Inc
IBKR68.750USD
+1.580+2.35%
Close 10/24, 16:00（ET）Quotes delayed by 15 min
30.34BMarket Cap
33.09P/E TTM
TradingKey Stock Score
Overall Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Peer Comparison
TradingKey Stock Score of Interactive Brokers Group Inc
Currency: USD Updated: 2025-10-24Key Insights
The company's fundamentals are relatively stable. Its valuation is considered undervalued,and institutional recognition is very high. Over the past 30 days, multiple analysts have rated the company as a Buy. Despite an average stock market performance, the company shows strong fundamentals and technicals. The stock price is trading sideways between the support and resistance levels, making it suitable for range-bound swing trading.
Interactive Brokers Group Inc's Score
Support & Resistance
No Data
Score Analysis
Current score
Previous score
Analyst Rating
Based on
11
analysts
Buy
Current Rating
76.100
Target Price
+10.69%
Upside Space
Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.
Interactive Brokers Group Inc Highlights
StrengthsRisks
Interactive Brokers Group, Inc. is an automated global electronic broker. The Company custody and service accounts for hedge and mutual funds, exchange-traded funds (ETFs), registered investment advisors, proprietary trading groups, introducing brokers and individual investors. It specializes in routing orders and executing and processing trades in stocks, options, futures, foreign exchange instruments (forex), bonds, mutual funds, ETFs, and precious metals on more than 150 electronic exchanges and market centers. In addition, its customers can use it trading platform to trade certain cryptocurrencies through third-party cryptocurrency service providers that execute, clear and custody the cryptocurrencies. Its key product offerings include IBKR Pro, IBKR Lite, and IBKR Universal Account. IBKRPro offers the lowest cost access to stocks, options, futures, forex, bonds, mutual funds, precious metals, and cryptocurrencies from a single unified platform with no added spreads.
High Growth
The company's revenue has grown steadily over the past 3 years, averaging 137.41% year-on-year.
High Profit Growth
The company's net income leads the industry, with the latest annual income totaling USD 8.93B.
High Dividend
The company is a high dividend payer, with the latest dividend payout ratio of 12.19%.
Stable Dividend
The company has regularly paid dividends over the past 5 years, with the latest dividend payout ratio of 12.19%.
Fairly Valued
The company’s latest PB is 5.94, at a medium 3-year percentile range.
Institutional Selling
The latest institutional holdings are 397.60M shares, decreasing 2.66% quarter-over-quarter.
Held by George Soros
Star Investor George Soros holds 2.23M shares of this stock.
Higher Market Activity
The company has more investor interest, with a 20-day turnover ratio of 3.83.
Financial Health
Currency: USD Updated: 2025-10-24The company's current financial score is 9.03, which is higher than the Investment Banking & Investment Services industry's average of 7.28. Its financial status is weak, and its operating efficiency is high. Its latest quarterly revenue reached 2.70B, representing a year-over-year increase of 15.50%, while its net profit experienced a year-over-year increase of 42.93%.
Score
Financials
5.97
Key Metrics
Cash and cash equivalents
Total assets
Total liabilities
Free cash flow
No Data
Quality of Earnings
10.00
Operational Efficiency
10.00
Growth Potential
10.00
Shareholder Returns
9.17
Interactive Brokers Group Inc's Company Valuation
Currency: USD Updated: 2025-10-24The company’s current valuation score is 6.72, which is lower than the Investment Banking & Investment Services industry's average of 7.20. Its current P/E ratio is 32.87, which is 254.10% below the recent high of 116.38 and 15.81% above the recent low of 27.67.
Score
Valuation Dimensions
P/E
P/B
P/S
P/CF
Industry Ranking 23/116
No Data
Earnings Forecast
Currency: USD Updated: 2025-10-24The company’s current earnings forecast score is 8.18, which is higher than the Investment Banking & Investment Services industry's average of 7.28. The average price target for Interactive Brokers Group Inc is 78.50, with a high of 91.00 and a low of 50.00.
Score
Support & Resistance
No Data
Analyst Rating
Based on
11
analysts
Buy
Current Rating
76.100
Target Price
+10.69%
Upside Space
Strong Buy
Buy
Hold
Sell
Strong Sell
Peer Comparison
25
Total
10
Median
11
Average
Company name
Ratings
Analysts
Interactive Brokers Group Inc
IBKR
11
Morgan Stanley
MS
25
Goldman Sachs Group Inc
GS
24
Citigroup Inc
C
23
Charles Schwab Corp
SCHW
23
LPL Financial Holdings Inc
LPLA
17
1
2
3
4
5
Financial Forecasting
EPS
Revenue
Net Profit
EBIT
No Data
Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.
Price Momentum
Currency: USD Updated: 2025-10-24The company’s current price momentum score is 7.26, which is lower than the Investment Banking & Investment Services industry's average of 7.45. Sideways: Currently, the stock price is trading between the resistance level at 73.35 and the support level at 64.15, making it suitable for range-bound swing trading.
Score
Support & Resistance
No Data
Indicators
The Indicators feature provides value and direction analysis for various instruments under a selection of technical indicators, together with a technical summary.
This feature includes nine of the commonly used technical indicators: MACD, RSI, KDJ, StochRSI, ATR, CCI, WR, TRIX and MA. You may also adjust the timeframe depending on your needs.
Please note that technical analysis is only part of investment reference, and there is no absolute standard for using numerical values to assess direction. The results are for reference only, and we are not responsible for the accuracy of the indicator calculations and summaries.
Moving Average
Indicators
Value
Direction
MA5
66.780
Buy
MA10
67.830
Buy
MA20
68.932
Sell
MA50
65.513
Buy
MA100
75.965
Sell
MA200
133.790
Sell
Institutional Confidence
Currency: USD Updated: 2025-10-24The company’s current institutional recognition score is 7.00, which is higher than the Investment Banking & Investment Services industry's average of 5.76. The latest institutional shareholding proportion is 89.30%, representing a quarter-over-quarter decrease of 0.58%. The largest institutional shareholder is The Vanguard, holding a total of 50.76M shares, representing 11.40% of shares outstanding, with 23.54% increase in holdings.
Score
Institutional Shareholding
No Data
Shareholder Activity
Name
Shares Held
Chg %
BlackRock Institutional Trust Company, N.A.
State Street Investment Management (US)
Cantillon Capital Management LLC
Kayne Anderson Rudnick Investment Management, LLC
Greenwich Wealth Management LLC
Orbis Investment Management Ltd.
Wellington Management Company, LLP
Egerton Capital (UK) LLP
JP Morgan Asset Management
1
2
Risk Assessment
Currency: USD Updated: 2025-10-24The company’s current risk assessment score is 5.92, which is lower than the Investment Banking & Investment Services industry's average of 7.03. The company's beta value is 1.22. This indicates that the stock tends to outperform the index during upward trending markets but experiences larger declines during downward trending markets.
Score
Beta vs S&P 500 index
1.22
VaR
+3.25%
240-Day Maximum Drawdown
+78.55%
240-Day Volatility
+149.99%
Return
Best Daily Return
60 days
+4.14%
120 days
+7.77%
5 years
+16.12%
Worst Daily Return
60 days
-6.41%
120 days
-75.18%
5 years
-75.18%
Sharpe Ratio
60 days
+0.62
120 days
-0.55
5 years
+0.40
Risk Assessment
Maximum Drawdown
240 days
+78.55%
3 years
+78.55%
5 years
+78.55%
Return-to-Drawdown Ratio
240 days
-0.75
3 years
-0.04
5 years
+0.00
Skewness
240 days
-9.95
3 years
-13.31
5 years
-12.74
Volatility
Realised Volatility
240 days
+149.99%
5 years
+72.46%
Standardised True Range
240 days
+8.61%
5 years
+4.27%
Downside Risk-Adjusted Return
120 days
-37.32%
240 days
-37.32%
Maximum Daily Upside Volatility
60 days
+19.90%
Maximum Daily Downside Volatility
60 days
+29.60%
Liquidity
Average Turnover Rate
60 days
+5.91%
120 days
+3.86%
5 years
--
Turnover Deviation
20 days
+383.32%
60 days
+232.08%
120 days
+116.82%
Peer Comparison
Investment Banking & Investment Services
Interactive Brokers Group Inc
IBKR
7.65 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
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AMG
8.51 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
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BK
8.48 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Tradeweb Markets Inc
TW
8.38 /10
Score
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Valuation Dimensions
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DigitalBridge Group Inc
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8.23 /10
Score
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Blue Owl Capital Corp
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8.16 /10
Score
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Price Momentum
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