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Interactive Brokers Group, Inc. IBKR SPX

Financial Services · Capital Markets · United States
https://www.interactivebrokers.com
Company Profile ↓
$95.61
+61.16% 1Y
Mkt Cap$42.59B
P/E41.03
P/B7.24
Div. Yield0.39%
52W High$96.82
52W Low$59.16
Book Value$12.54
EPS (TTM)$2.33

Company Overview

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, precious metals, and cryptocurrencies; and the company provides custody, prime brokerage, securities, and margin lending services. 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 trading platforms, including IBKR Trader Workstation, IBKR Desktop, IBKR Mobile, and IBKR Client Portal platform, as well as IBKR GlobalTrader mobile application, and IBKR APIs, builds custom trading applications and automates any part of the trading process. Further, it offers IBKR Pro, IBKR Lite, IBKR Universal Account, insured bank deposit sweep program, investors' marketplace, mutual fund marketplace, bond marketplace, forecast and event contracts, fractional trading, no transaction fee program for exchange-traded funds, overnight trading hours, and karta visa infinite charge card. 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.

Why Investors Should Care

Strong Return on Equity

Generates a return on equity of 23.6%, reflecting efficient use of shareholder capital.

Consistent Profit Growth

Net profit has compounded at 14.9% per year over the last five years.

Healthy Margins

Maintains a net profit margin of 16.1%.

Recent Developments

  • Dec 2025 Revenue of $2.44B (+23.4% YoY); net profit $984.00M.
  • Trailing 12 Months Year-on-year growth — revenue +16.8%, earnings +22.9%.
  • 5-Year Trend Long-term compounding — revenue CAGR 0.7%, profit CAGR 14.9%.

Growth & Price Performance

Compounded Sales Growth

5 Years:0.66%
1 Year:16.80%

Compounded Profit Growth

5 Years:14.88%
1 Year:22.90%

Stock Price Performance

1 Year:+61.16%
6 Months:+35.96%
3 Months:+28.38%
1 Month:+7.63%

Highlights auto-generated from reported financials and price data; not investment advice. Verify with official filings before acting.

Technical Snapshot Bullish
52-Week Range 97% of range
$59.16 $96.82
Trend Signals
  • Price vs 50-DMAAbove
  • Price vs 200-DMAAbove
  • RSI (14)58.64 · Neutral
Price Performance
1M+7.63%
3M+28.38%
6M+35.96%
1Y+61.16%
Valuation vs Sector

P/E of 41.03 is above the sector median of 13.30 — pricier than peers.

Auto-generated from price history and fundamentals; not investment advice.

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Price Chart

Robinhood TradingView

Fundamental Growth Charts

Interactive charts for Revenue, Net Income, EBITDA, Free Cash Flow, EPS, ROE, ROCE, Gross/Net/Operating Margin and more — switch metric and period using the dropdowns above. CAGR is computed across the displayed window (quarterly CAGR is annualised). Visual growth charts make it easy to spot multi-year compounding trends at a glance — far faster than reading raw numbers in a table.

PROS

  • Strong return on equity of 23.6%.
  • Profit CAGR of 14.9% over 5 years.
  • In a confirmed uptrend (50-DMA above 200-DMA).

CONS

No notable concerns flagged.

* The pros and cons are auto-generated from financial metrics.

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Valuation

Stock P/E
41.03
Industry PE
13.30
Forward P/E
33.23
PEG Ratio
2.45
Book Value
$12.54
Price to Book
7.24
P/S
23.90
EV/EBITDA
-
Dividend Yield
0.39%

Growth (CAGR)

Revenue 5Y
0.66%
Profit 5Y
14.88%
Revenue (YoY)
16.80%
Earnings (YoY)
22.90%

Profitability & Returns

ROCE
-
ROE
23.56%
ROA
2.42%
Profit Margin
16.11%
Op Margin
76.81%
Gross Margin
93.02%
EPS (Latest Qtr)
$0.59
EPS (TTM)
$2.33

Balance Sheet & Liquidity

Debt/Equity
1.52
Quick Ratio
1.10
Current Ratio
1.10
Debt
$32.36B
Total Assets
$218.75B
Current Assets
-
Working Capital
-

Ownership

Promoter Holding
2.71%
Chg in Prom Hold
-
FII / Inst Holding
89.85%
Chg in FII Hold
-0.01%

Financial Snapshot

Enterprise Value
$42.59B
Total Revenue (TTM)
$6.45B
EBITDA
-
Free Cash Flow
-
Operating Cash Flow
$16.84B
Shares Outstanding
445.48M
Gross Margin
93.02%
Payout Ratio
13.73%

Peer comparison

Peer companies in the same sector (Financial Services).

#NameCMP $P/E Mkt CapDiv Yld % ROCE %ROE % Rev CAGR 5Y %Profit CAGR 5Y %
1 IBKR Interactive Brokers Group, Inc. SPX 95.61 41.03 $42.59B 0.39% - 23.56% 0.66% 14.88%
2 JPM JPMorgan Chase & Co. SPX 342.89 16.42 $918.78B 1.87% - 16.47% 5.35% 7.56%
3 BRK-B Berkshire Hathaway Inc. SPX 491.09 14.61 $686.70B 0.00% - 10.50% 4.18% 9.44%
4 V Visa Inc. SPX 356.02 31.01 $590.89B 0.83% 37.15% 60.35% 14.33% 13.04%
5 MA Mastercard Incorporated SPX 538.02 31.10 $471.86B 0.71% 60.19% - 12.29% 19.21%
6 BAC Bank of America Corporation SPX 60.62 15.04 $430.20B 2.00% - 10.64% 6.00% 3.49%
7 MS Morgan Stanley SPX 227.67 20.62 $359.10B 1.87% - 16.39% 3.76% 9.66%
8 GS The Goldman Sachs Group, Inc. SPX 1,140.00 20.83 $336.31B 1.69% - 14.55% - 2.21%
9 WFC Wells Fargo & Company SPX 85.29 13.18 $261.00B 2.11% - 12.03% 4.02% 15.98%
Financial Statements Quarterly Results · Profit & Loss · Balance Sheet · Cash Flows · Ratios

Quarterly Results

Figures in USD.

Metric Mar 2013Jun 2013Sep 2013Mar 2014Jun 2014Sep 2014Mar 2015Jun 2015Sep 2015Mar 2016Jun 2016Sep 2016Mar 2017Jun 2017Sep 2017Mar 2018Jun 2018Sep 2018Mar 2019Jun 2019Sep 2019Mar 2020Jun 2020Sep 2020Mar 2021Jun 2021Sep 2021Mar 2022Jun 2022Sep 2022Mar 2023Jun 2023Sep 2023Mar 2024Jun 2024Sep 2024Mar 2025Jun 2025Sep 2025Mar 2026
Revenue ---------------256.00M221.00M204.00M208.00M213.00M222.00M307.00M316.00M324.00M468.00M362.00M360.00M402.00M365.00M365.00M400.00M369.00M385.00M438.00M474.00M507.00M592.00M578.00M603.00M699.00M
Net Income 6.56M10.38M--------------------------------------
Diluted EPS 0.140.210.320.340.260.05-0.220.370.350.510.400.300.340.320.430.630.570.510.640.430.450.600.400.581.161.000.430.740.720.971.421.201.561.610.410.420.480.510.590.59

Profit & Loss (Annual)

Figures in USD.

Metric Dec 2008Dec 2009Dec 2010Dec 2011Dec 2012Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Revenue 2.18B1.17B988.32M1.44B1.19B1.13B1.11B1.26B1.48B1.93B925.00M847.00M1.29B1.57B1.51B1.56B1.98B2.44B
Net Income 93.05M35.79M-9.55M61.86M41.78M37.00M44.53M49.00M84.00M76.00M169.00M161.00M195.00M308.00M380.00M600.00M755.00M984.00M
Diluted EPS 2.240.86-0.231.370.890.730.770.781.251.072.282.102.423.243.751.421.732.22

Balance Sheet (Annual)

Figures in USD.

Metric Dec 2007Dec 2008Dec 2009Dec 2010Dec 2011Dec 2012Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Total Assets --26.61B28.50B30.40B33.20B37.87B43.38B48.73B54.67B61.16B60.55B71.68B95.68B109.11B115.14B128.25B150.14B203.24B
Total Equity 3.57B4.39B574.95M485.64M-459.50M598.50M707.26M766.00M863.00M974.00M1.09B1.28B1.45B1.95B2.40B2.85B3.58B4.28B5.36B
Cash & Equivalents 521.78M943.50M806.56M1.02B1.28B1.38B1.21B1.27B1.60B1.93B1.73B2.60B2.88B4.29B2.40B3.44B3.75B3.63B4.96B
Total Liabilities --21.73B24.31B25.59B28.39B32.78B38.20B43.39B48.85B54.73B53.39B63.74B86.68B98.89B103.53B114.18B133.54B182.77B

Cash Flows (Annual)

Figures in USD.

Metric Dec 2008Dec 2009Dec 2010Dec 2011Dec 2012Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Operating Cash Flow 2.09B150.65M1.69B991.55M725.46M140.90M416.97M-635.00M1.06B2.36B2.67B8.07B5.90B3.97B4.54B8.72B15.81B
Investing Cash Flow -20.19M-27.50M-17.29M-137.03M-52.43M-32.44M54.12M--6.00M-26.00M-57.00M-89.00M-50.00M-188.00M-67.00M-52.00M-44.00M-171.00M
Financing Cash Flow -1.60B-290.45M-1.17B-563.34M-605.20M-248.45M-307.98M--189.00M-374.00M-399.00M-419.00M-229.00M-523.00M-470.00M-624.00M-833.00M-969.00M
Share Buybacks 866.00K00---------------
Dividends Paid 0075.59M13.47M66.30M20.00M23.00M25.00M26.00M28.00M29.00M-------

Ratios (Annual)

Figures in %.

Metric Dec 2008Dec 2009Dec 2010Dec 2011Dec 2012Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Gross Margin % ------------------
Operating Margin % ------------------
Net Margin % 4.3%3.1%-1.0%4.3%3.5%3.3%4.0%3.9%5.7%3.9%18.3%19.0%15.2%19.6%25.2%38.5%38.2%40.3%
ROE % 2.1%6.2%-2.0%-13.5%7.0%5.2%5.8%5.7%8.6%7.0%13.2%11.1%10.0%12.9%13.3%16.7%17.6%18.3%
ROCE % ------------------

Shareholding Pattern

Insiders
2.71%
Institutions
89.85%
Public Float
92.36%

Top Institutional Holders

#Holder% HeldSharesValue
1 Blackrock Inc. 7.04% 31.38M $2.97B
2 Vanguard Capital Management LLC 6.33% 28.18M $2.66B
3 State Street Corporation 4.29% 19.09M $1.81B
4 Vanguard Portfolio Management LLC 3.36% 14.98M $1.42B
5 FMR, LLC 2.81% 12.50M $1.18B
6 Cantillon Capital Management LLC 2.52% 11.25M $1.06B
7 Geode Capital Management, LLC 2.34% 10.44M $987.55M
8 Kayne Anderson Rudnick Investment Management LLC 2.25% 10.02M $947.13M
9 Greenwich Wealth Management Llc 2.23% 9.92M $938.42M
10 Wellington Management Group, LLP 2.19% 9.77M $924.30M

Analyst View

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Latest News

Recent headlines for IBKR

Google News ue, 14 Jul 2026

Interactive Brokers Group, Inc. (IBKR) Beats Stock Market Upswing: What Investors Need to Know - Yahoo Finance Singapore

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Google News Wed, 15 Jul 2026

Interactive Brokers: Resilient Revenue Growth & Expanding Profits Make A Compelling Buy - Seeking Alpha

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Google News ue, 14 Jul 2026

Interactive Brokers lets clients move dollars to wallets as stablecoins - Stock Titan

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Google News Sun, 12 Jul 2026

Interactive Brokers(IBKR) Stock Options Chain | Quotes & News - Moomoo

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Google News Sun, 12 Jul 2026

Why Interactive Brokers Stock Zoomed 35.3% Higher In The First Half of 2026 - The Motley Fool

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Google News Mon, 13 Jul 2026

Interactive Brokers Group, Inc. Stock 12‑Month Price Target Raised to $101.45, Implies 8% Upside - TradingView

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IBKR — Frequently Asked Questions

What is the current share price of Interactive Brokers Group, Inc. (IBKR)?

As of 2026-07-14 21:23 PDT, Interactive Brokers Group, Inc. (IBKR) trades at $95.61 on NasdaqGS. Its 52-week range is $59.16 to $96.82.

What is the market capitalisation of IBKR?

Interactive Brokers Group, Inc. (IBKR) has a market capitalisation of $42.59B on NasdaqGS.

What is the P/E ratio of IBKR?

IBKR trades at a trailing price-to-earnings (P/E) ratio of 41.03. The industry average P/E is 13.30. Its price-to-book (P/B) ratio is 7.24.

Does IBKR pay a dividend?

Interactive Brokers Group, Inc. (IBKR) currently offers a dividend yield of 0.39%.

What is the return on equity (ROE) of IBKR?

IBKR has a return on equity (ROE) of 23.56%.

Is IBKR a good stock to buy?

This page provides a data-driven analysis of Interactive Brokers Group, Inc. (IBKR), including valuation ratios, profitability, growth trends, auto-generated pros and cons, peer comparison and AI exposure. Review these fundamentals alongside your own research and risk tolerance. This is informational content, not investment advice.

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