Interactive Brokers Group Stock Buy Hold or Sell Recommendation

IBKR Stock  USD 111.43  1.19  1.08%   
Given the investment horizon of 90 days and your above-average risk tolerance, our recommendation regarding Interactive Brokers Group is 'Strong Buy'. Macroaxis provides Interactive Brokers buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding IBKR positions. The advice algorithm takes into account all of Interactive Brokers' available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Interactive Brokers' buy or sell advice are summarized below:
Real Value
123.05
Target Price
107.75
Hype Value
111.43
Market Value
111.43
Naive Value
113.6
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Interactive Brokers Group given historical horizon and risk tolerance towards Interactive Brokers. When Macroaxis issues a 'buy' or 'sell' recommendation for Interactive Brokers Group, the advice is generated through an automated system that utilizes algorithms and statistical models.
  
Check out Interactive Brokers Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool.
In addition, we conduct extensive research on individual companies such as Interactive and provide practical buy, sell, or hold advice based on investors' investing horizon and their risk tolerance towards Interactive Brokers Group. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in industry.

Execute Interactive Brokers Buy or Sell Advice

The Interactive recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Interactive Brokers Group. Macroaxis does not own or have any residual interests in Interactive Brokers Group or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Interactive Brokers' advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell Interactive BrokersBuy Interactive Brokers
Strong Buy

Market Performance

SolidDetails

Volatility

Very steadyDetails

Hype Condition

StaleDetails

Current Valuation

UndervaluedDetails

Odds Of Distress

LowDetails

Economic Sensitivity

Barely shadows the marketDetails

Investor Sentiment

AlarmedDetails

Analyst Consensus

Strong BuyDetails

Reporting Quality (M-Score)

UnavailableDetails
For the selected time horizon Interactive Brokers Group has a Risk Adjusted Performance of 0.1974, Jensen Alpha of 0.4362, Total Risk Alpha of 0.1564, Sortino Ratio of 0.3449 and Treynor Ratio of 2.05
Macroaxis provides investment recommendation on Interactive Brokers to complement and cross-verify current analyst consensus on Interactive Brokers. Our trade recommendations engine determines the entity's potential to grow exclusively from the perspective of an investor's current risk tolerance and investing horizon. To make sure Interactive Brokers Group is not overpriced, please check out all Interactive Brokers fundamentals, including its short ratio, current asset, and the relationship between the total debt and beta . Given that Interactive Brokers has a price to book of 3.33 X, we strongly advise you to confirm Interactive Brokers market performance and probability of bankruptcy to ensure the company can sustain itself in the current economic cycle given your regular risk tolerance and investing horizon.

Interactive Brokers Trading Alerts and Improvement Suggestions

Over 88.0% of the company shares are owned by institutional investors
On 14th of March 2024 Interactive Brokers paid $ 0.1 per share dividend to its current shareholders
Latest headline from zacks.com: Robinhood Unveils Credit Card, Expands Beyond Trading

Interactive Brokers Returns Distribution Density

The distribution of Interactive Brokers' historical returns is an attempt to chart the uncertainty of Interactive Brokers' future price movements. The chart of the probability distribution of Interactive Brokers daily returns describes the distribution of returns around its average expected value. We use Interactive Brokers Group price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Interactive Brokers returns is essential to provide solid investment advice for Interactive Brokers.
Mean Return
0.47
Value At Risk
-1.35
Potential Upside
2.82
Standard Deviation
1.38
   Return Density   
       Distribution  
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Interactive Brokers historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.

Interactive Stock Institutional Investors

Have you ever been surprised when a price of an equity instrument such as Interactive Brokers is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Interactive Brokers Group backward and forwards among themselves. Interactive Brokers' institutional investor refers to the entity that pools money to purchase Interactive Brokers' securities or originates loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Shares
Fmr Inc2023-12-31
1.8 M
Geode Capital Management, Llc2023-12-31
1.7 M
Jpmorgan Chase & Co2023-12-31
1.4 M
Neuberger Berman Group Llc2023-12-31
1.2 M
Fidelity International Ltd2023-12-31
1.2 M
Coronation Fund Managers Ltd2023-12-31
1.2 M
Norges Bank2023-12-31
1.2 M
Morgan Stanley - Brokerage Accounts2023-12-31
979.6 K
Wells Fargo & Co2023-12-31
968.7 K
Vanguard Group Inc2023-12-31
9.7 M
Blackrock Inc2023-12-31
M
Note, although Interactive Brokers' institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Interactive Brokers Cash Flow Accounts

201920202021202220232024 (projected)
Change In Cash2.2B7.9B5.1B3.3B4.0B4.2B
Free Cash Flow2.6B8.0B5.8B3.9B4.5B4.7B
Depreciation52M62M74M84M94M98.7M
Other Non Cash Items6.7B15.8B21.0B15M9.4B9.9B
Dividends Paid31M32M38M40M(42M)(39.9M)
Capital Expenditures74M50M77M69M49M35.0M
Net Income161M195M308M380M600M630M
End Period Cash Flow12.3B20.2B25.3B28.6B32.6B34.2B
Change To Inventory(6.0B)(9.6B)(22.5B)9.1B(10.6B)(10.1B)
Investments(21M)(15M)(50M)(111M)(52M)(49.4M)
Net Borrowings(1M)6M4M(9M)(10.4M)(10.9M)
Change To Netincome(2.1B)(9.9B)12.8B(16.5B)(14.9B)(14.1B)
Change Receivables4M(515M)(2.5B)88M79.2M83.2M

Interactive Brokers Greeks

Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Interactive Brokers or Capital Markets sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Interactive Brokers' price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Interactive stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α
Alpha over NYSE Composite
0.44
β
Beta against NYSE Composite0.23
σ
Overall volatility
1.42
Ir
Information ratio 0.25

Interactive Brokers Volatility Alert

Interactive Brokers Group has low volatility with Treynor Ratio of 2.05, Maximum Drawdown of 7.93 and kurtosis of 2.25. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Interactive Brokers' stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Interactive Brokers' stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.

Interactive Brokers Fundamentals Vs Peers

Comparing Interactive Brokers' fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Interactive Brokers' direct or indirect competition across all of the common fundamentals between Interactive Brokers and the related equities. This way, we can detect undervalued stocks with similar characteristics as Interactive Brokers or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Interactive Brokers' fundamental indicators could also be used in its relative valuation, which is a method of valuing Interactive Brokers by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Interactive Brokers to competition
FundamentalsInteractive BrokersPeer Average
Return On Equity0.22-0.31
Return On Asset0.0231-0.14
Profit Margin0.14 %(1.27) %
Operating Margin0.72 %(5.51) %
Current Valuation8.2 B16.62 B
Shares Outstanding90.82 M571.82 M
Shares Owned By Insiders3.22 %10.09 %
Shares Owned By Institutions88.15 %39.21 %
Number Of Shares Shorted2.88 M4.71 M
Price To Earning23.01 X28.72 X
Price To Book3.33 X9.51 X
Price To Sales10.51 X11.42 X
Revenue7.86 B9.43 B
Gross Profit2.81 B27.38 B
EBITDA6.68 B3.9 B
Net Income600 M570.98 M
Cash And Equivalents69.78 B2.7 B
Cash Per Share685.32 X5.01 X
Total Debt11.51 B5.32 B
Debt To Equity0.87 %48.70 %
Current Ratio1.10 X2.16 X
Book Value Per Share33.48 X1.93 K
Cash Flow From Operations4.54 B971.22 M
Short Ratio3.10 X4.00 X
Earnings Per Share2.84 X3.12 X
Price To Earnings To Growth2.58 X4.89 X
Target Price117.11
Number Of Employees2.93 K18.84 K
Beta0.83-0.15
Market Capitalization46.44 B19.03 B
Total Asset128.42 B29.47 B
Retained Earnings1.85 B9.33 B
Working Capital11.72 B1.48 B
Note: Sale by Philip Uhde of 57952 shares of Interactive Brokers [view details]

Interactive Brokers Market Momentum

Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Interactive . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.

About Interactive Brokers Buy or Sell Advice

When is the right time to buy or sell Interactive Brokers Group? Buying financial instruments such as Interactive Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
 2021 2022 2023 2024 (projected)
Short and Long Term Debt Total11.8B9.0B11.5B12.1B
Total Assets108.9B115.1B128.4B134.8B

Use Investing Ideas to Build Portfolios

In addition to having Interactive Brokers in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

Did You Try This Idea?

Run Services Thematic Idea Now

Services
Services Theme
Companies involved in delivering services to business or consumers across different industries and sectors. The Services theme has 30 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Services Theme or any other thematic opportunities.
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When determining whether Interactive Brokers is a strong investment it is important to analyze Interactive Brokers' competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Interactive Brokers' future performance. For an informed investment choice regarding Interactive Stock, refer to the following important reports:
Check out Interactive Brokers Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool.
You can also try the AI Portfolio Architect module to use AI to generate optimal portfolios and find profitable investment opportunities.

Complementary Tools for Interactive Stock analysis

When running Interactive Brokers' price analysis, check to measure Interactive Brokers' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Interactive Brokers is operating at the current time. Most of Interactive Brokers' value examination focuses on studying past and present price action to predict the probability of Interactive Brokers' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Interactive Brokers' price. Additionally, you may evaluate how the addition of Interactive Brokers to your portfolios can decrease your overall portfolio volatility.
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Is Interactive Brokers' industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Interactive Brokers. If investors know Interactive will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Interactive Brokers listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth
0.13
Dividend Share
0.4
Earnings Share
2.837
Revenue Per Share
42.109
Quarterly Revenue Growth
0.19
The market value of Interactive Brokers is measured differently than its book value, which is the value of Interactive that is recorded on the company's balance sheet. Investors also form their own opinion of Interactive Brokers' value that differs from its market value or its book value, called intrinsic value, which is Interactive Brokers' true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Interactive Brokers' market value can be influenced by many factors that don't directly affect Interactive Brokers' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Interactive Brokers' value and its price as these two are different measures arrived at by different means. Investors typically determine if Interactive Brokers is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Interactive Brokers' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.