Interactive Brokers Group Stock Performance
| IBKR Stock | USD 110.60 1.37 1.25% |
On a scale of 0 to 100, Interactive Brokers holds a performance score of 16. The company retains a Market Volatility (i.e., Beta) of 0.48, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Interactive Brokers' returns are expected to increase less than the market. However, during the bear market, the loss of holding Interactive Brokers is expected to be smaller as well. Please check Interactive Brokers' potential upside, as well as the relationship between the kurtosis and day typical price , to make a quick decision on whether Interactive Brokers' current trending patterns will revert.
Risk-Adjusted Performance
16 of 100
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Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Interactive Brokers Group are ranked lower than 16 (%) of all global equities and portfolios over the last 90 days. Even with relatively unfluctuating forward-looking signals, Interactive Brokers reported solid returns over the last few months and may actually be approaching a breakup point. ...more
Actual Historical Performance (%)
One Day Return 1.25 | Five Day Return (1.25) | Year To Date Return 30.81 | Ten Year Return 364.71 | All Time Return 253.35 |
Forward Dividend Yield 0.0092 | Payout Ratio 0.0542 | Forward Dividend Rate 1 | Dividend Date 2024-03-14 | Ex Dividend Date 2024-05-31 |
1 | Top Analyst Reports for Apple, Meta Platforms Intel | 03/01/2024 |
| Interactive Brokers dividend paid on 14th of March 2024 | 03/14/2024 |
2 | Boeings problems could soon become your problem | 03/15/2024 |
3 | Interactive Brokers Group Fell Despite Earnings Beat | 03/28/2024 |
4 | If You Invested 1000 in Interactive Brokers Group, Inc. a Decade Ago, This is How Much Itd Be Worth Now | 04/09/2024 |
5 | Interactive Brokers enhances services for hedge funds | 04/11/2024 |
6 | Trump Media stocks wild ride in five charts | 04/12/2024 |
7 | Best Momentum Stock to Buy for April 15th | 04/15/2024 |
8 | Heres What Key Metrics Tell Us About Interactive Brokers Q1 Earnings | 04/16/2024 |
9 | Why Interactive Brokers Stock Was Moving Higher Today | 04/17/2024 |
10 | Thoughts For Thursday Earnings In Earnest | 04/18/2024 |
| Begin Period Cash Flow | 28.6 B |
Interactive |
Interactive Brokers Relative Risk vs. Return Landscape
If you would invest 9,102 in Interactive Brokers Group on January 20, 2024 and sell it today you would earn a total of 1,958 from holding Interactive Brokers Group or generate 21.51% return on investment over 90 days. Interactive Brokers Group is currently generating 0.3216% in daily expected returns and assumes 1.5574% risk (volatility on return distribution) over the 90 days horizon. In different words, 13% of stocks are less volatile than Interactive, and 94% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
Interactive Brokers Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Interactive Brokers' investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Interactive Brokers Group, and traders can use it to determine the average amount a Interactive Brokers' price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.2065
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Estimated Market Risk
| 1.56 actual daily | 13 87% of assets are more volatile |
Expected Return
| 0.32 actual daily | 6 94% of assets have higher returns |
Risk-Adjusted Return
| 0.21 actual daily | 16 84% of assets perform better |
Based on monthly moving average Interactive Brokers is performing at about 16% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Interactive Brokers by adding it to a well-diversified portfolio.
Interactive Brokers Fundamentals Growth
Interactive Stock prices reflect investors' perceptions of the future prospects and financial health of Interactive Brokers, and Interactive Brokers fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Interactive Stock performance.
| Return On Equity | 0.22 | ||||
| Return On Asset | 0.0231 | ||||
| Profit Margin | 0.14 % | ||||
| Operating Margin | 0.72 % | ||||
| Current Valuation | (40.46 B) | ||||
| Shares Outstanding | 90.82 M | ||||
| Price To Earning | 23.01 X | ||||
| Price To Book | 3.30 X | ||||
| Price To Sales | 10.41 X | ||||
| Revenue | 7.86 B | ||||
| Gross Profit | 2.81 B | ||||
| EBITDA | 6.68 B | ||||
| Net Income | 600 M | ||||
| Cash And Equivalents | 69.78 B | ||||
| Cash Per Share | 685.32 X | ||||
| Total Debt | 11.51 B | ||||
| Debt To Equity | 0.87 % | ||||
| Current Ratio | 1.10 X | ||||
| Book Value Per Share | 34.85 X | ||||
| Cash Flow From Operations | 4.54 B | ||||
| Earnings Per Share | 2.84 X | ||||
| Market Capitalization | 46.1 B | ||||
| Total Asset | 128.42 B | ||||
| Retained Earnings | 1.85 B | ||||
| Working Capital | 11.72 B | ||||
| Current Asset | 44.33 B | ||||
| Current Liabilities | 43.39 B | ||||
About Interactive Brokers Performance
To evaluate Interactive Brokers Stock as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Interactive Brokers generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Interactive Stock's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Interactive Brokers market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Interactive's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | -1.1 K | -1.1 K | |
| Return On Tangible Assets | 0 | 0 | |
| Return On Capital Employed | 0.26 | 0.24 | |
| Return On Assets | 0 | 0 | |
| Return On Equity | 0.17 | 0.14 |
Things to note about Interactive Brokers performance evaluation
Checking the ongoing alerts about Interactive Brokers for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Interactive Brokers help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| 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 talkmarkets.com: Thoughts For Thursday Earnings In Earnest |
- Analyzing Interactive Brokers' financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Interactive Brokers' stock is overvalued or undervalued compared to its peers.
- Examining Interactive Brokers' industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Interactive Brokers' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Interactive Brokers' management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Interactive Brokers' stock. These opinions can provide insight into Interactive Brokers' potential for growth and whether the stock is currently undervalued or overvalued.
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in 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. You can also try the Balance Of Power module to check stock momentum by analyzing Balance Of Power indicator and other technical ratios.
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 0.134 | Dividend Share 0.4 | Earnings Share 2.837 | Revenue Per Share 43.116 | Quarterly Revenue Growth 0.142 |
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.