IBKR:NSD-Interactive Brokers Group Inc (USD)

COMMON STOCK | Capital Markets |

Last Closing

USD 182.61

Change

+2.40 (+1.33)%

Market Cap

USD 65.02B

Volume

0.99M

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: 2024-11-18 )

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ETFs Containing IBKR

BIDS 7.32 % 0.00 %

N/A

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

+0.26 (+0.35%)

USD 0.03B
LMBO Direxion Shares ETF Trust 3.10 % 0.00 %

+0.21 (+0.35%)

USD 4.75M
FLCV Federated Hermes ETF Trus.. 2.18 % 0.00 %

+0.10 (+0.35%)

USD 4.68M
XMLV Invesco S&P MidCap Low Vo.. 1.55 % 0.25 %

+0.14 (+0.35%)

USD 0.85B
FSCS First Trust SMID Capital .. 1.16 % 0.00 %

+0.10 (+0.35%)

USD 0.02B
MVV ProShares Ultra MidCap400 0.45 % 0.95 %

+0.31 (+0.35%)

USD 0.16B
MIDU Direxion Daily Mid Cap Bu.. 0.40 % 1.10 %

+0.44 (+0.35%)

USD 0.10B
UMDD ProShares UltraPro MidCap.. 0.31 % 0.95 %

+0.06 (+0.35%)

USD 0.04B
VISM:AU Vanguard MSCI Internation.. 0.18 % 0.00 %

-0.45 (0.35%)

USD 0.29B
WOSC:SW SPDR® MSCI World Small C.. 0.18 % 0.00 %

-0.78 (0.35%)

USD 0.92B
IJH iShares Core S&P Mid-Cap .. 0.00 % 0.07 %

+0.12 (+0.35%)

USD 91.59B
SPMD SPDR Russell Small Cap Co.. 0.00 % 0.06 %

+0.13 (+0.35%)

USD 11.56B
FSMD Fidelity Small-Mid Factor 0.00 % 0.00 %

+0.10 (+0.35%)

USD 0.57B
SFYX SoFi Next 500 0.00 % 0.00 %

+0.05 (+0.35%)

USD 0.10B
WDSC:LSE SPDR MSCI World Small Cap.. 0.00 % 0.00 %

+0.38 (+0.35%)

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

+0.02 (+0.35%)

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

+0.27 (+0.35%)

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

+0.03 (+0.35%)

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

N/A

N/A
ZPRS:F SSgA SPDR ETFs Europe II .. 0.00 % 0.00 %

+0.02 (+0.35%)

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

+0.02 (+0.35%)

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

+0.34 (+0.35%)

USD 0.83B
JOET Virtus ETF Trust II 0.00 % 0.00 %

+0.10 (+0.35%)

USD 0.12B
QVMM Invesco Exchange-Traded F.. 0.00 % 0.00 %

+0.04 (+0.35%)

USD 0.32B

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 120.28% 94% A 95% A
Dividend Return 0.72% 50% F 14% F
Total Return 121.00% 94% A 95% A
Trailing 12 Months  
Capital Gain 130.98% 79% B- 94% A
Dividend Return 0.89% 40% F 11% F
Total Return 131.86% 79% B- 94% A
Trailing 5 Years  
Capital Gain 286.56% 70% C- 94% A
Dividend Return 5.08% 57% F 14% F
Total Return 291.64% 70% C- 95% A
Average Annual (5 Year Horizon)  
Capital Gain 27.27% 56% F 78% C+
Dividend Return 27.91% 56% F 78% C+
Total Return 0.63% 36% F 20% F
Risk Return Profile  
Volatility (Standard Deviation) 27.09% 88% B+ 67% D+
Risk Adjusted Return 103.02% 100% F 97% N/A
Market Capitalization 65.02B 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.