IBKR:NGS-Interactive Brokers Group Inc. (USD)

EQUITY | Capital Markets | Nasdaq Global Select

Last Closing

USD 126.6

Change

+1.05 (+0.84)%

Market Cap

USD 15.45B

Volume

0.66M

Analyst Target

USD 50.50
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Interactive Brokers Group Inc is an automated electronic broker and market maker engaged in routing orders and executing and processing trades in securities, futures, foreign exchange instruments, and mutual funds.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-05-21 )

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ETFs Containing IBKR

BIDS 7.32 % 0.00 %

N/A

N/A
RUFF ETF Opportunities Trust -.. 3.83 % 0.00 %

-0.06 (-0.37%)

USD 0.06B
STCE Schwab Strategic Trust - .. 3.42 % 0.00 %

-0.27 (-0.37%)

USD 0.04B
SMOT 1.74 % 0.00 %

N/A

N/A
SMTV:LSE VanEck Morningstar US SMI.. 1.74 % 0.00 %

-0.06 (-0.37%)

USD 7.28M
WOSC:SW SPDR® MSCI World Small C.. 0.18 % 0.00 %

-1.62 (-0.37%)

USD 0.84B
KCE SPDR® S&P Capital Market.. 0.00 % 0.35 %

-0.94 (-0.37%)

USD 0.23B
FSMD Fidelity Small-Mid Factor 0.00 % 0.00 %

-0.42 (-0.37%)

USD 0.33B
FOVL iShares Focused Value Fac.. 0.00 % 0.25 %

-0.61 (-0.37%)

USD 0.02B
SFYX SoFi Next 500 0.00 % 0.00 %

-0.17 (-0.37%)

USD 0.08B
WDSC:LSE SPDR MSCI World Small Cap.. 0.00 % 0.00 %

-1.12 (-0.37%)

USD 0.83B
WLDS:LSE iShares MSCI World Small .. 0.00 % 0.00 %

-0.03 (-0.37%)

USD 3.85B
WOSC:LSE SPDR MSCI World Small Cap.. 0.00 % 0.00 %

-0.49 (-0.37%)

USD 0.83B
WSML:LSE iShares MSCI World Small .. 0.00 % 0.00 %

-0.08 (-0.37%)

USD 3.85B
IUSN:F iShares MSCI World Small .. 0.00 % 0.00 %

N/A

USD 3.82B
ZPRS:F SSgA SPDR ETFs Europe II .. 0.00 % 0.00 %

-0.80 (-0.37%)

USD 0.83B
IUSN:XETRA iShares MSCI World Small .. 0.00 % 0.00 %

-0.04 (-0.37%)

USD 3.82B
ZPRS:XETRA SPDR MSCI World Small Cap.. 0.00 % 0.00 %

-0.62 (-0.37%)

USD 0.83B
KONG Formidable Fortress ETF 0.00 % 0.00 %

-0.12 (-0.37%)

USD 0.03B

Market Performance

  Market Performance vs. Industry/Classification (Capital Markets) Market Performance vs. Exchange (Nasdaq Global Select)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 52.71% 89% A- 90% A-
Dividend Return 0.12% 25% F 5% F
Total Return 52.83% 89% A- 90% A-
Trailing 12 Months  
Capital Gain 69.36% 82% B 91% A-
Dividend Return 0.54% 29% F 5% F
Total Return 69.90% 82% B 91% A-
Trailing 5 Years  
Capital Gain 126.96% 48% F 86% B+
Dividend Return 3.23% 40% F 11% F
Total Return 130.19% 48% F 85% B
Average Annual (5 Year Horizon)  
Capital Gain 20.03% 59% D- 79% B-
Dividend Return 20.70% 59% D- 79% B-
Total Return 0.66% 22% F 18% F
Risk Return Profile  
Volatility (Standard Deviation) 25.73% 94% A 69% C-
Risk Adjusted Return 80.43% 92% A 93% A
Market Capitalization 15.45B 100% F 98% N/A

Key Financial Ratios

  Ratio vs. Industry/Classification (Capital Markets) Ratio vs. Market (Nasdaq Global Select)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 25.70 29% 23%
Price/Book Ratio 3.30 28% 32%
Price / Cash Flow Ratio 11.19 28% 23%
Price/Free Cash Flow Ratio 1.22 43% 41%
Management Effectiveness  
Return on Equity 21.62% 91% 91%
Return on Invested Capital 47.31% 92% 95%
Return on Assets 2.31% 79% 76%
Debt to Equity Ratio 316.60% 11% 6%

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

Superior return on assets

The company management has delivered better return on assets in the most recent 4 quarters than its peers, placing it in the top quartile.

Superior capital utilization

The company management has delivered better return on invested capital in the most recent 4 quarters than its peers, placing it in the top quartile.

Superior return on equity

The company management has delivered better return on equity in the most recent 4 quarters than its peers, placing it in the top quartile.

Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

Positive free cash flow

The company had positive total free cash flow in the most recent four quarters.

Superior Earnings Growth

This stock has shown top quartile earnings growth in the previous 5 years compared to its sector.

Superior Dividend Growth

This stock has shown top quartile dividend growth in the previous 5 years compared to its sector

What to not like:
Highly leveraged

The company is in the bottom half compared to its sector peers on debt to equity and is highly leveraged. However, do check the news and look at its sector and management statements. Sometimes this is high because the company is trying to grow aggressively.

Overpriced on cashflow basis

The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

Overpriced on free cash flow basis

The stock is trading high compared to its peers on a price to free cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.