IBKR:NSD-Interactive Brokers Group Inc (USD)

COMMON STOCK | Capital Markets |

Last Closing

USD 169.05

Change

+7.34 (+4.54)%

Market Cap

USD 61.74B

Volume

1.30M

Analyst Target

USD 50.50
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Interactive Brokers Group, Inc. operates as an automated electronic broker in the United States and internationally. 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 offers custody and service accounts for hedge and mutual funds, ETFs, registered investment advisors, proprietary trading groups, introducing brokers, and individual investors. In addition, the company provides custody, prime brokerage, securities, and margin lending services. It serves institutional and individual customers through electronic exchanges and market centers. Interactive Brokers Group, Inc. 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: 2025-04-24 )

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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 %

+0.81 (+5.81%)

USD 2.52M
UDA:CA Caldwell U.S. Dividend Ad.. 4.26 % 0.00 %

+0.03 (+5.81%)

CAD 5.15M
IVOG Vanguard S&P Mid-Cap 400 .. 1.31 % 0.20 %

+2.02 (+5.81%)

USD 0.98B
SPY4:SW SPDR® S&P 400 US Mid Cap.. 0.76 % 0.00 %

-1.06 (5.81%)

USD 5.42B
IVOO Vanguard S&P Mid-Cap 400 .. 0.66 % 0.15 %

+1.98 (+5.81%)

USD 2.34B
SPY4:PA SSgA SPDR S&P 400 US Mid .. 0.66 % 0.00 %

+0.35 (+5.81%)

USD 5.38B
WOSC:SW SPDR® MSCI World Small C.. 0.27 % 0.00 %

+0.49 (+5.81%)

USD 1.17B
FNY First Trust Mid Cap Growt.. 0.00 % 0.70 %

+1.39 (+5.81%)

USD 0.43B
IJK iShares S&P Mid-Cap 400 G.. 0.00 % 0.24 %

+1.84 (+5.81%)

USD 7.96B
MDY SPDR® S&P MIDCAP 400 ETF.. 0.00 % 0.24 %

+10.86 (+5.81%)

USD 20.27B
MIDU Direxion Daily Mid Cap Bu.. 0.00 % 1.10 %

+2.11 (+5.81%)

USD 0.06B
MVV ProShares Ultra MidCap400 0.00 % 0.95 %

+2.29 (+5.81%)

USD 0.11B
SPMD SPDR Russell Small Cap Co.. 0.00 % 0.06 %

+1.07 (+5.81%)

USD 11.19B
FSMD Fidelity Small-Mid Factor 0.00 % 0.00 %

+0.57 (+5.81%)

USD 1.24B
SFYX SoFi Next 500 0.00 % 0.00 %

+0.35 (+5.81%)

USD 0.02B
XMMO Invesco S&P MidCap Moment.. 0.00 % 0.39 %

+2.42 (+5.81%)

USD 3.25B
UMDD ProShares UltraPro MidCap.. 0.00 % 0.95 %

+1.09 (+5.81%)

USD 0.02B
BLES Inspire Global Hope ETF 0.00 % 0.62 %

+0.67 (+5.81%)

USD 0.12B
WDSC:LSE SPDR MSCI World Small Cap.. 0.00 % 0.00 %

+0.26 (+5.81%)

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

N/A

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

+0.10 (+5.81%)

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

+0.03 (+5.81%)

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 %

+3.08 (+5.81%)

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

+0.03 (+5.81%)

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

+0.43 (+5.81%)

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

+0.82 (+5.81%)

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

+1.79 (+5.81%)

USD 1.66B
ZMID-F:CA BMO S&P US Mid Cap Index .. 0.00 % 0.00 %

+0.53 (+5.81%)

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

N/A

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

+0.51 (+5.81%)

USD 0.30B
KONG Formidable Fortress ETF 0.00 % 0.00 %

+0.30 (+5.81%)

USD 0.02B

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 -4.31% 69% C- 59% D-
Dividend Return 0.14% 20% F 4% F
Total Return -4.17% 69% C- 59% D-
Trailing 12 Months  
Capital Gain 44.07% 75% C 88% B+
Dividend Return 0.85% 50% F 19% F
Total Return 44.92% 77% C+ 87% B+
Trailing 5 Years  
Capital Gain 337.73% 68% D+ 94% A
Dividend Return 6.99% 43% F 16% F
Total Return 344.72% 63% D 94% A
Average Annual (5 Year Horizon)  
Capital Gain 33.40% 59% D- 84% B
Dividend Return 34.05% 59% D- 84% B
Total Return 0.64% 36% F 17% F
Risk Return Profile  
Volatility (Standard Deviation) 36.19% 69% C- 50% F
Risk Adjusted Return 94.06% 96% N/A 95% A
Market Capitalization 61.74B 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.

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.

Underpriced on free cash flow basis

The stock is trading low compared to its peers on a price to free cash flow basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

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

Low Dividend Growth

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