IBKR:NSD-Interactive Brokers Group Inc (USD)

COMMON STOCK | Capital Markets |

Last Closing

USD 154.24

Change

+1.40 (+0.92)%

Market Cap

USD 62.66B

Volume

0.65M

Analyst Target

USD 50.50
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Interactive Brokers Group, Inc. operates as an automated electronic broker worldwide. The company engages in the execution, clearance, and settlement of trades in stocks, options, futures, foreign exchange instruments, bonds, mutual funds, exchange traded funds (ETFs), precious metals, and cryptocurrencies. It also custodies and services accounts for hedge and mutual funds, ETFs, registered investment advisors, proprietary trading groups, introducing brokers, and individual investors. In addition, the company offers custody, prime brokerage, securities, and margin lending services. It serves institutional and individual customers through electronic exchanges and market centers. The company was founded in 1977 and is headquartered in Greenwich, Connecticut.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-10-30 )

Largest Industry Peers for Capital Markets

Symbol Name Price(Change) Market Cap
TW Tradeweb Markets Inc

-2.66 (-2.02%)

USD 28.88B
HOOD Robinhood Markets Inc

+0.18 (+0.64%)

USD 23.62B
LPLA LPL Financial Holdings Inc

-1.61 (-0.61%)

USD 19.59B
MKTX MarketAxess Holdings Inc

+1.28 (+0.44%)

USD 10.91B
FRHC Freedom Holding Corp

+0.82 (+0.74%)

USD 6.77B
MARA Marathon Digital Holdings Inc

-0.66 (-3.48%)

USD 5.51B
VIRT Virtu Financial Inc

+0.21 (+0.68%)

USD 5.11B
BGC BGC Group Inc.

+0.11 (+1.17%)

USD 4.57B
RIOT Riot Blockchain Inc

-0.39 (-3.59%)

USD 2.97B
SNEX Stonex Group Inc

+1.54 (+1.71%)

USD 2.70B

ETFs Containing IBKR

BIDS 7.32 % 0.00 %

N/A

N/A
GABF Gabelli Financial Service.. 3.80 % 0.00 %

+0.02 (+0.11%)

USD 0.03B
LMBO Direxion Shares ETF Trust 3.62 % 0.00 %

-0.69 (0.11%)

USD 3.04M
KONG Formidable Fortress ETF 3.40 % 0.00 %

-0.04 (0.11%)

USD 0.02B
FLCV Federated Hermes ETF Trus.. 1.90 % 0.00 %

+0.03 (+0.11%)

USD 3.69M
FDLS Northern Lights Fund Trus.. 1.11 % 0.00 %

-0.06 (0.11%)

USD 0.09B
SFYX SoFi Next 500 0.69 % 0.00 %

+0.01 (+0.11%)

USD 0.10B
FSMD Fidelity Small-Mid Factor 0.36 % 0.00 %

-0.04 (0.11%)

USD 0.53B
IUSN:XETRA iShares MSCI World Small .. 0.19 % 0.00 %

N/A

USD 3.82B
WOSC:SW SPDR® MSCI World Small C.. 0.18 % 0.00 %

+0.65 (+0.11%)

USD 0.94B
VISM:AU Vanguard MSCI Internation.. 0.18 % 0.00 %

-0.01 (0.11%)

USD 0.29B
ZPRS:F SSgA SPDR ETFs Europe II .. 0.18 % 0.00 %

-0.12 (0.11%)

USD 0.83B
ZPRS:XETRA SPDR MSCI World Small Cap.. 0.18 % 0.00 %

-0.08 (0.11%)

USD 0.83B
WDSC:LSE SPDR MSCI World Small Cap.. 0.00 % 0.00 %

+0.61 (+0.11%)

N/A
WLDS:LSE iShares MSCI World Small .. 0.00 % 0.00 %

+0.03 (+0.11%)

N/A
WOSC:LSE SPDR MSCI World Small Cap.. 0.00 % 0.00 %

+0.43 (+0.11%)

N/A
WSML:LSE iShares MSCI World Small .. 0.00 % 0.00 %

+0.04 (+0.11%)

N/A
IUSN:F iShares MSCI World Small .. 0.00 % 0.00 %

-0.01 (0.11%)

N/A

Market Performance

  Market Performance vs. Industry/Classification (Capital Markets) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 86.06% 71% C- 80% B-
Dividend Return N/A N/A N/A N/A N/A
Total Return 86.06% 71% C- 80% B-
Trailing 12 Months  
Capital Gain 96.33% 62% D 77% C+
Dividend Return N/A N/A N/A N/A N/A
Total Return 96.33% 62% D 77% C+
Trailing 5 Years  
Capital Gain 228.24% 55% F 85% B
Dividend Return N/A N/A N/A N/A N/A
Total Return 228.24% 55% F 85% B
Average Annual (5 Year Horizon)  
Capital Gain 25.95% 60% D- 79% B-
Dividend Return 26.59% 60% D- 79% B-
Total Return 0.64% 36% F 17% F
Risk Return Profile  
Volatility (Standard Deviation) 25.63% 88% B+ 69% C-
Risk Adjusted Return 103.78% 100% F 97% N/A
Market Capitalization 62.66B 100% F 98% N/A

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.

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.

Low Revenue Growth

This stock has shown below median revenue growth in the previous 5 years compared to its sector

Low Dividend Growth

This stock has shown below median dividend growth in the previous 5 years compared to its sector.