Indicators
Indicators
Value
Direction
MACD(12,26,9)
-0.002
Sell
RSI(14)
42.466
Neutral
STOCH(KDJ)(9,3,3)
24.066
Sell
ATR(14)
1.721
High Vlolatility
CCI(14)
-135.142
Sell
Williams %R
81.727
Oversold
TRIX(12,20)
-0.157
Sell
StochRSI(14)
6.224
Oversold
Interactive Brokers Group Inc
IBKR63.060USD
+0.190+0.30%
Close 12/16, 16:00（ET）Quotes delayed by 15 min
28.08BMarket Cap
30.15P/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: 2025-12-15Key Insights
Interactive Brokers Group Inc's fundamentals are relatively very healthy, and its growth potential is high.Its valuation is considered fairly valued, ranking 18/116 in the Investment Banking & Investment Services industry.Institutional ownership is very high.Over the past month, multiple analysts have rated it as Buy, with the highest price target at 76.00.In the medium term, the stock price is expected to remain stable.Despite an average stock market performance over the past month, 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
Relevant data have not been disclosed by the company yet.
Score Analysis
Current score
Previous score
Analyst Rating
Based on
11
analysts
Buy
Current Rating
76.000
Target Price
+15.48%
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 custodies and services 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, precious metals, and forecast contracts on more than 160 electronic exchanges and market centers in 36 countries and 28 currencies around the world. In addition, its customers can use its trading platform to trade certain cryptocurrencies through third-party cryptocurrency service providers that execute, clear and custody the cryptocurrencies. Its trading platforms include IBKR Desktop, IBKR Trader Workstation, IBKR Mobile, IBKR Client Portal and others. Its key product offerings include IBKR Pro, IBKR Lite, and IBKR Universal Account.
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%.
Undervalued
The company’s latest PB is 5.48, at a low 3-year percentile range.
Institutional Selling
The latest institutional holdings are 395.49M shares, decreasing 2.67% quarter-over-quarter.
Held by CI Select Canadian Equity Fund
Star Investor CI Select Canadian Equity Fund holds 3.67K 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: 2025-12-15The current financial score of Interactive Brokers Group Inc is 9.23, ranking 2/116 in the Investment Banking & Investment Services industry. Its financial status is robust, 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
8.01
Key Metrics
Cash and cash equivalents
Total assets
Total liabilities
Free cash flow
Relevant data have not been disclosed by the company yet.
Quality of Earnings
8.95
Operational Efficiency
10.00
Growth Potential
10.00
Shareholder Returns
9.20
Interactive Brokers Group Inc's Company Valuation
Currency: USD Updated: 2025-12-15The current valuation score of Interactive Brokers Group Inc is 6.72, ranking 70/116 in the Investment Banking & Investment Services industry. Its current P/E ratio is 30.06, which is 348.85% below the recent high of 134.91 and 7.94% above the recent low of 27.67.
Score
Valuation Dimensions
P/E
P/B
P/S
P/CF
Industry Ranking 18/116
Relevant data have not been disclosed by the company yet.
Earnings Forecast
Currency: USD Updated: 2025-12-15The current earnings forecast score of Interactive Brokers Group Inc is 8.36, ranking 13/116 in the Investment Banking & Investment Services industry. The average price target for Interactive Brokers Group Inc is 79.00, with a high of 85.00 and a low of 50.00.
Score
Support & Resistance
Relevant data have not been disclosed by the company yet.
Analyst Rating
Based on
11
analysts
Buy
Current Rating
76.000
Target Price
+15.48%
Upside Space
Strong Buy
Buy
Hold
Sell
Strong Sell
Peer Comparison
26
Total
10
Median
10
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
22
LPL Financial Holdings Inc
LPLA
16
1
2
3
4
5
Financial Forecasting
EPS
Revenue
Net Profit
EBIT
Relevant data have not been disclosed by the company yet.
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: 2025-12-15The current price momentum score of Interactive Brokers Group Inc is 7.16, ranking 88/116 in the Investment Banking & Investment Services industry. Currently, the stock price is trading between the resistance level at 67.15 and the support level at 58.77, making it suitable for range-bound swing trading.
Score
Support & Resistance
Relevant data have not been disclosed by the company yet.
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
64.562
Sell
MA10
64.959
Sell
MA20
64.099
Sell
MA50
67.129
Sell
MA100
65.806
Sell
MA200
57.420
Buy
Institutional Confidence
Currency: USD Updated: 2025-12-15The current institutional shareholding score of Interactive Brokers Group Inc is 7.00, ranking 33/116 in the Investment Banking & Investment Services industry. The latest institutional shareholding proportion is 88.82%, representing a quarter-over-quarter decrease of 1.11%. The largest institutional shareholder is The Vanguard, holding a total of 52.67M shares, representing 11.83% of shares outstanding, with 25.02% increase in holdings.
Score
Institutional Shareholding
Relevant data have not been disclosed by the company yet.
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
Wellington Management Company, LLP
Greenwich Wealth Management LLC
Geode Capital Management, L.L.C.
Orbis Investment Management Ltd.
Two Sigma Investments, LP
1
2
Risk Assessment
Currency: USD Updated: 2025-12-15The current risk assessment score of Interactive Brokers Group Inc is 5.98, ranking 82/116 in the Investment Banking & Investment Services industry. The company's beta value is 1.24. 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
1.24
VaR
+3.27%
240-Day Maximum Drawdown
+38.74%
240-Day Volatility
+47.09%
Return
Best Daily Return
60 days
+4.05%
120 days
+7.77%
5 years
+16.12%
Worst Daily Return
60 days
-7.79%
120 days
-7.79%
5 years
-13.01%
Sharpe Ratio
60 days
-0.17
120 days
+1.32
5 years
+0.94
Risk Assessment
Maximum Drawdown
240 days
+38.74%
3 years
+38.74%
5 years
+78.09%
Return-to-Drawdown Ratio
240 days
+1.05
3 years
+1.77
5 years
-0.04
Skewness
240 days
-0.08
3 years
+0.01
5 years
+0.05
Volatility
Realised Volatility
240 days
+47.09%
5 years
+71.96%
Standardised True Range
240 days
+3.31%
5 years
+2.35%
Downside Risk-Adjusted Return
120 days
+171.20%
240 days
+171.20%
Maximum Daily Upside Volatility
60 days
+21.44%
Maximum Daily Downside Volatility
60 days
+31.61%
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
7.72 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
State Street Corp
STT
8.79 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Ameriprise Financial Inc
AMP
8.29 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Affiliated Managers Group Inc
AMG
8.26 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Bgc Group Inc
BGC
8.23 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
GCM Grosvenor Inc
GCMG
8.22 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
View more
FAQs
How does TradingKey generate the Stock Score of Interactive Brokers Group Inc?
The TradingKey Stock Score provides a comprehensive assessment of Interactive Brokers Group Inc based on 34 indicators derived from over 100 underlying data points. These indicators are categorised into six key dimensions: financial health, company profile, earnings forecasts, price momentum, institutional confidence, and risk assessment, collectively providing investors with a thorough analysis of Interactive Brokers Group Inc’s performance and outlook.
How do we generate the financial health score of Interactive Brokers Group Inc?
To generate the financial health score of Interactive Brokers Group Inc, we analyse various key financial indicators across several core dimensions, including financial fundamentals, earnings quality, operational efficiency, growth potential, and shareholder returns. By integrating these comprehensive data, the financial health score not only reflects Interactive Brokers Group Inc's overall stability, operational efficiency, and growth potential but also captures the investment returns delivered to shareholders. This score aims to support rational decision-making for investors and other stakeholders. A higher score indicates a better financial health of Interactive Brokers Group Inc.
How do we generate the company valuation score of Interactive Brokers Group Inc?
To generate the company valuation score of Interactive Brokers Group Inc, we use several key financial ratios, including P/E, P/B, P/S, and P/CF. These metrics compare Interactive Brokers Group Inc’s market value to its earnings, assets, sales, and cash flow, serving as core indicators for assessing company value. By analysing these ratios in an all-round manner, the valuation score reflects not only the market’s current perception of Interactive Brokers Group Inc’s value but also its future profitability and growth potential, thereby supporting more informed investment decisions. A higher score indicates a fairer valuation of Interactive Brokers Group Inc.
How do we generate the earnings forecast score of Interactive Brokers Group Inc?
To calculate the earnings forecast score of Interactive Brokers Group Inc, we consider various key indicators such as analyst ratings, financial forecasts, support and resistance levels, and peer comparisons:Current ratings and price targets directly reflect analysts’ expectations, while the upside space indicates their views on the stock’s growth potential.Financial metrics like earnings per share (EPS), revenue, net income, and earnings before interest and taxes (EBIT) are core measures for assessing profitability.By analysing the high, median, and low ranges of the target price, we can identify price trends and determine key support and resistance levels.Comparing these indicators against peers provides context for the stock’s performance and helps
anchor more realistic expectations.These factors together form a comprehensive earnings forecast score that accurately reflects the stock’s expected financial performance and growth potential. A higher score suggests that analysts have a more optimistic outlook on Interactive Brokers Group Inc’s future.
How do we generate the price momentum score of Interactive Brokers Group Inc?
When generating the price momentum score for Interactive Brokers Group Inc, we examine momentum indicators including support and resistance levels as well as volume metrics.Support levels represent price points where buying interest is strong enough to prevent further declines, while resistance levels indicate prices where selling pressure may hinder upward movement. By analysing typical price volume alongside total volume, we assess overall market activity and liquidity. These indicators help identify price trends and potential shifts, enabling more accurate predictions of future earnings.This comprehensive approach can reflect market sentiment and enable rational forecasts of Interactive Brokers Group Inc’s prices. A higher score indicates a more stable short-term price trend for Interactive Brokers Group Inc.
How do we generate the institutional confidence score of Interactive Brokers Group Inc?
To generate the institutional confidence score of Interactive Brokers Group Inc, we analyse both the proportion of shares held by institutions and the number of shares they own. A higher institutional ownership percentage indicates strong confidence of professional investors, which is generally a positive signal about Interactive Brokers Group Inc’s potential. By examining the number of shares held, we gain deeper insight into institutions’ commitment and attitude toward the stock, as institutional investors typically conduct thorough analysis before making investment decisions. Understanding institutional confidence helps us refine earnings forecasts and provides a more reliable perspective on the company’s future performance and market stability. A higher score indicates greater institutional endorsement of Interactive Brokers Group Inc.
How do we generate the risk management score of Interactive Brokers Group Inc?
To assess the risk management score of Interactive Brokers Group Inc, we examine multiple key indicators related to returns, risk, volatility, and liquidity.The highest and lowest daily returns reflect the potential size of gains and losses, while the Sharpe ratio measures risk-adjusted return performance. On the risk side, we analyse maximum drawdown and the return-to-drawdown ratio to identify extreme loss scenarios. Skewness helps assess the distribution of returns and whether performance may be biased. Volatility indicators—such as realised volatility and standardised true range—reveal price fluctuations. Downside risk-adjusted returns provide insight into potential losses and gains. Lastly, liquidity metrics like average turnover rate and turnover deviation indicate how actively the stock is traded.These indicators together provide a multi-dimensional understanding of Interactive Brokers Group Inc’s risk-return profile, serving as core factors of the risk management score. A higher score indicates lower risk on the side of Interactive Brokers Group Inc.
