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

EQUITY | Capital Markets | Nasdaq Global Select

Last Closing

USD 232.65

Change

-2.88 (-1.22)%

Market Cap

USD 15.45B

Volume

1.39M

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: 2025-02-19 )

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ETFs Containing IBKR

BIDS 7.32 % 0.00 %

N/A

N/A
LMBO Direxion Shares ETF Trust 4.46 % 0.00 %

-0.76 (-0.28%)

USD 4.62M
UDA:CA Caldwell U.S. Dividend Ad.. 4.37 % 0.00 %

+0.02 (+-0.28%)

CAD 5.33M
STCE Schwab Strategic Trust - .. 4.19 % 0.00 %

-0.58 (-0.28%)

USD 0.12B
PFI Invesco DWA Financial Mom.. 2.78 % 0.60 %

-1.88 (-0.28%)

USD 0.08B
FLCV Federated Hermes ETF Trus.. 2.15 % 0.00 %

-0.08 (-0.28%)

USD 0.02B
FSCS First Trust SMID Capital .. 1.14 % 0.00 %

-0.22 (-0.28%)

USD 0.03B
SPY4:SW SPDR® S&P 400 US Mid Cap.. 0.66 % 0.00 %

-1.23 (-0.28%)

USD 5.12B
MVV ProShares Ultra MidCap400 0.64 % 0.95 %

-1.38 (-0.28%)

USD 0.15B
MIDU Direxion Daily Mid Cap Bu.. 0.61 % 1.10 %

-1.70 (-0.28%)

USD 0.09B
UMDD ProShares UltraPro MidCap.. 0.59 % 0.95 %

-0.93 (-0.28%)

USD 0.04B
VISM:AU Vanguard MSCI Internation.. 0.25 % 0.00 %

-0.60 (-0.28%)

USD 0.29B
WOSC:SW SPDR® MSCI World Small C.. 0.23 % 0.00 %

-1.02 (-0.28%)

USD 0.99B
BFOR Barron's 400 ETF 0.00 % 0.65 %

-0.84 (-0.28%)

USD 0.16B
CFA VictoryShares US 500 Vola.. 0.00 % 0.35 %

-0.43 (-0.28%)

USD 0.54B
CFO VictoryShares US 500 Enha.. 0.00 % 0.35 %

-0.44 (-0.28%)

USD 0.44B
FNX First Trust Mid Cap Core .. 0.00 % 0.62 %

-1.02 (-0.28%)

USD 1.26B
FNY First Trust Mid Cap Growt.. 0.00 % 0.70 %

-1.38 (-0.28%)

USD 0.43B
IJH iShares Core S&P Mid-Cap .. 0.00 % 0.07 %

-0.62 (-0.28%)

USD 98.63B
IJK iShares S&P Mid-Cap 400 G.. 0.00 % 0.24 %

-1.27 (-0.28%)

USD 9.61B
IVOG Vanguard S&P Mid-Cap 400 .. 0.00 % 0.20 %

-1.40 (-0.28%)

USD 1.15B
IVOO Vanguard S&P Mid-Cap 400 .. 0.00 % 0.15 %

-1.05 (-0.28%)

USD 2.52B
MDY SPDR® S&P MIDCAP 400 ETF.. 0.00 % 0.24 %

-5.73 (-0.28%)

USD 24.43B
SPMD SPDR Russell Small Cap Co.. 0.00 % 0.06 %

-0.56 (-0.28%)

USD 12.79B
RNSC First Trust Small Cap US .. 0.00 % 0.60 %

N/A

USD 0.03B
FSMD Fidelity Small-Mid Factor 0.00 % 0.00 %

-0.45 (-0.28%)

USD 0.81B
SFYX SoFi Next 500 0.00 % 0.00 %

-0.14 (-0.28%)

USD 0.03B
XMMO Invesco S&P MidCap Moment.. 0.00 % 0.39 %

-2.36 (-0.28%)

USD 4.68B
BLES Inspire Global Hope ETF 0.00 % 0.62 %

+0.16 (+-0.28%)

USD 0.11B
BIBL Northern Lights Fund Trus.. 0.00 % 0.35 %

-0.07 (-0.28%)

USD 0.33B
WDSC:LSE SPDR MSCI World Small Cap.. 0.00 % 0.00 %

-0.88 (-0.28%)

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

-0.08 (-0.28%)

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

-1.09 (-0.28%)

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

-0.06 (-0.28%)

N/A
SPY4:PA SSgA SPDR S&P 400 US Mid .. 0.00 % 0.00 %

-1.72 (-0.28%)

USD 5.10B
IUSN:F 0.00 % 0.00 %

N/A

N/A
ZPRS:F 0.00 % 0.00 %

N/A

N/A
IUSN:XETRA 0.00 % 0.00 %

N/A

N/A
SPY4:XETRA 0.00 % 0.00 %

N/A

N/A
ZMID:CA BMO S&P US Mid Cap Index .. 0.00 % 0.00 %

-0.75 (-0.28%)

N/A
BBMC JPMorgan BetaBuilders U.S.. 0.00 % 0.00 %

-0.95 (-0.28%)

USD 1.99B
PAMC Pacer Lunt MidCap Multi-F.. 0.00 % 0.00 %

-0.47 (-0.28%)

USD 0.07B
JOET Virtus ETF Trust II 0.00 % 0.00 %

-0.48 (-0.28%)

USD 0.17B
ZMID-F:CA BMO S&P US Mid Cap Index .. 0.00 % 0.00 %

N/A

CAD 2.03M
ZMID-U:CA BMO S&P US Mid Cap Index .. 0.00 % 0.00 %

-1.44 (-0.28%)

N/A
QVMM Invesco Exchange-Traded F.. 0.00 % 0.00 %

-0.28 (-0.28%)

USD 0.36B
KONG Formidable Fortress ETF 0.00 % 0.00 %

-0.10 (-0.28%)

USD 0.02B

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 31.69% 88% B+ 91% A-
Dividend Return N/A N/A N/A N/A N/A
Total Return 31.69% 88% B+ 91% A-
Trailing 12 Months  
Capital Gain 121.44% 86% B+ 94% A
Dividend Return 0.81% 57% F 16% F
Total Return 122.25% 86% B+ 94% A
Trailing 5 Years  
Capital Gain 322.69% 71% C- 96% N/A
Dividend Return 4.63% 33% F 14% F
Total Return 327.33% 71% C- 96% N/A
Average Annual (5 Year Horizon)  
Capital Gain 33.36% 58% F 82% B
Dividend Return 34.00% 58% F 82% B
Total Return 0.64% 36% F 19% F
Risk Return Profile  
Volatility (Standard Deviation) 36.00% 77% C+ 53% F
Risk Adjusted Return 94.44% 96% N/A 95% A
Market Capitalization 15.45B 100% F 99% 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 36% 31%
Price/Book Ratio 5.53 23% 24%
Price / Cash Flow Ratio 20.22 28% 16%
Price/Free Cash Flow Ratio 2.51 64% 51%
Management Effectiveness  
Return on Equity 21.71% 89% 91%
Return on Invested Capital 11.52% 81% 79%
Return on Assets 2.36% 86% 74%
Debt to Equity Ratio N/A N/A 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:
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