IBKR:NSD-Interactive Brokers Group, Inc (USD)

COMMON STOCK | Capital Markets | NSD

Last Closing Price

USD 61.32

Change

-1.54 (-2.45)%

Market Cap

USD 25.78B

Volume

0.52M

Avg Analyst Target

USD 94.00 (+53.29%)

Avg User Target

USD
Average Analyst Rating

Verdict

Fundamental Analysis

Verdict

About

Interactive Brokers Group, Inc. operates as an automated electronic broker worldwide. It specializes in executing and clearing trades in stocks, options, futures, foreign exchange instruments, bonds, mutual funds, and exchange traded funds (ETFs). The company custodies and services accounts for hedge and mutual funds, ETFs, registered investment advisors, proprietary trading groups, introducing brokers, and individual investors. In addition, it offers custody, prime brokerage, securities, and margin lending services. The company serves institutional and individual customers through approximately 135 electronic exchanges and market centers. Interactive Brokers Group, Inc. was founded in 1977 and is headquartered in Greenwich, Connecticut.

Technical Indicators

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2021-08-03 )

Largest Industry Peers for Capital Markets

Symbol Name Price(Change) Market Cap Price / Earning Ratio EV/EBITDA
AMTD TD Ameritrade Holding Corporat..

N/A

USD21.62B 11.20 N/A
TW Tradeweb Markets Inc

-0.19 (-0.22%)

USD20.14B 89.60 39.91
FUTU Futu Holdings Limited

-3.77 (-3.39%)

USD15.03B 46.43 N/A
LPLA LPL Financial Holdings Inc

-1.37 (-0.99%)

USD11.28B 24.65 N/A
ETFC E*TRADE Financial, LLC

N/A

USD10.89B 14.24 N/A
VIRT Virtu Financial, Inc

+0.09 (+0.35%)

USD4.88B 4.89 4.98
FRHC Freedom Holding Corp

+0.72 (+1.14%)

USD3.75B 25.90 13.53
FOCS Focus Financial Partners Inc

+0.43 (+0.84%)

USD3.72B 335.49 23.20
MARA Marathon Digital Holdings, Inc

-1.10 (-3.90%)

USD2.75B 38.43 29.02
TIGR UP Fintech Holding Limited

-0.65 (-3.74%)

USD2.59B 60.42 49.65

ETFs Containing IBKR

Symbol Name Weight Mer Price(Change) Market Cap
USLB Invesco Russell 1000 Low .. 0.00 % 0.35 %

N/A

USD9.82M

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 0.66% 28% F 39% F
Dividend Return 0.33% 33% F 13% F
Total Return 0.98% 28% F 38% F
Trailing 12 Months  
Capital Gain 20.40% 41% F 43% F
Dividend Return 0.79% 29% F 14% F
Total Return 21.19% 41% F 42% F
Trailing 5 Years  
Capital Gain 76.11% 33% F 63% D
Dividend Return 4.60% 14% F 11% F
Total Return 80.70% 25% F 63% D
Average Annual (5 Year Horizon)  
Capital Gain 20.38% 33% F 67% D+
Dividend Return 0.67% 30% F 16% F
Total Return 21.05% 28% F 67% D+
Risk Return Profile  
Volatility (Standard Deviation) 41.20% 72% C- 44% F
Risk Adjusted Return 51.10% 67% D+ 69% D+
Market Capitalization 25.78B 100% A+ 96% A
Letter Grade Percentage Letter Grade Percentage Letter Grade Percentage
A+ 97%-100% A 93%-96% A- 90%-92%
B+ 87%-89% B 83%-86% B- 80%-82%
C+ 77%-79% C 73%-76% C- 70%-72%
D+ 67%-69% D 63%-66% D- 60%-62%
F 0%-59%

Key Financial Ratios

  Ratio vs. Industry/Classification
(Capital Markets)
Ratio vs. Market
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 17.12 69% D+ 51% F
Price/Book Ratio 2.61 71% C- 51% F
Price / Cash Flow Ratio 3.20 59% F 51% F
EV/EBITDA N/A N/A N/A N/A N/A
Management Effectiveness  
Return on Equity 19.51% 53% F 88% B+
Return on Invested Capital 107.72% 100% A+ 98% A+
Return on Assets 1.88% 47% F 65% D
Debt to Equity Ratio N/A N/A N/A N/A N/A
Technical Ratios  
Short Ratio 4.42 12% F 29% F
Short Percent 3.87% 65% D 45% F
Beta 0.64 75% C 81% B-
Letter Grade Percentage Letter Grade Percentage Letter Grade Percentage
A+ 97%-100% A 93%-96% A- 90%-92%
B+ 97%-89% B 83%-86% B- 80%-82%
C+ 77%-79% C 73%-76% C- 70%-72%
D+ 67%-69% D 63%-66% D- 60%-62%
F 0%-59%

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

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User / Independent Analyst Ratings

User Name Target Rating Target Horizon (Months) Target Price User Analysis Date Comment

Fundamental Analysis Breakdown

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:
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.

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.

Positive cash flow

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

Superior Dividend Growth

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

What to not like:
Below median total returns

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

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

Poor return on assets

The company management has delivered below median return on assets in the most recent 4 quarters compared to its peers.

Low Earnings Growth

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