Interactive Brokers Group Stock Performance
IBKR Stock | USD 111.71 0.28 0.25% |
On a scale of 0 to 100, Interactive Brokers holds a performance score of 27. The company retains a Market Volatility (i.e., Beta) of 0.0, which attests to not very significant fluctuations relative to the market. the returns on MARKET and Interactive Brokers are completely uncorrelated. Please check Interactive Brokers' maximum drawdown, expected short fall, as well as the relationship between the Expected Short fall and rate of daily change , to make a quick decision on whether Interactive Brokers' current trending patterns will revert.
Risk-Adjusted Performance
27 of 100
Low | High |
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Interactive Brokers Group are ranked lower than 27 (%) of all global equities and portfolios over the last 90 days. Even with relatively abnormal 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 1.08 | Five Day Return 2 | Year To Date Return 31.79 | Ten Year Return 425.37 | All Time Return 256.01 |
Forward Dividend Yield 0.0036 | Payout Ratio 0.0697 | Forward Dividend Rate 0.4 | Dividend Date 2024-03-14 | Ex Dividend Date 2024-02-29 |
1 | Interactive Brokers Group, Inc. Insider Thomas Aj Frank Sells 36,883 Shares | 02/08/2024 |
2 | Interactive BrokersIBKR Desktop | 02/29/2024 |
3 | Interactive Brokers Group Inc at Bank of America Financial Services Conference Transcript | 03/05/2024 |
4 | February nonfarm payrolls on deck labor markets seen staying tight | 03/07/2024 |
5 | 18,516 Shares in Interactive Brokers Group, Inc. Acquired by Neo Ivy Capital Management | 03/12/2024 |
Interactive Brokers dividend paid on 14th of March 2024 | 03/14/2024 |
7 | Robinhood Launches UK Business, Pauses Margin Lending | 03/19/2024 |
8 | LPL Financials February Metrics Rise on Upbeat Markets | 03/22/2024 |
9 | Most Popular DWAC Option Eyes a 95 percent Plunge Over Next Month | 03/25/2024 |
10 | Robinhood Unveils Credit Card, Expands Beyond Trading | 03/27/2024 |
Begin Period Cash Flow | 28.6 B |
Interactive |
Interactive Brokers Relative Risk vs. Return Landscape
If you would invest 8,282 in Interactive Brokers Group on December 29, 2023 and sell it today you would earn a total of 2,861 from holding Interactive Brokers Group or generate 34.54% return on investment over 90 days. Interactive Brokers Group is currently generating 0.4974% in daily expected returns and assumes 1.4176% risk (volatility on return distribution) over the 90 days horizon. In different words, 12% of stocks are less volatile than Interactive, and 91% 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 = 0.3509
Best Portfolio | Best Equity | |||
Good Returns | ||||
Average Returns | ||||
Small Returns | IBKR | |||
Cash | Small Risk | Average Risk | High Risk | Huge Risk |
Negative Returns |
Estimated Market Risk
1.42 actual daily | 12 88% of assets are more volatile |
Expected Return
0.5 actual daily | 9 91% of assets have higher returns |
Risk-Adjusted Return
0.35 actual daily | 27 73% of assets perform better |
Based on monthly moving average Interactive Brokers is performing at about 27% 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 | ||||
Current Valuation | 8.2 B | ||||
Shares Outstanding | 90.82 M | ||||
Price To Earning | 23.01 X | ||||
Price To Book | 3.33 X | ||||
Price To Sales | 10.51 X | ||||
Revenue | 7.86 B | ||||
Gross Profit | 2.81 B | ||||
EBITDA | 6.68 B | ||||
Net Income | 600 M | ||||
Cash Per Share | 685.32 X | ||||
Debt To Equity | 0.87 % | ||||
Current Ratio | 1.10 X | ||||
Cash Flow From Operations | 4.54 B | ||||
Earnings Per Share | 2.84 X | ||||
Total Asset | 128.42 B | ||||
Retained Earnings | 1.85 B | ||||
Current Asset | 44.33 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 2024 | ||
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.Interactive Brokers has a poor financial position based on the latest SEC disclosures | |
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 |
- 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 Investing Opportunities module to build portfolios using our predefined set of ideas and optimize them against your investing preferences.
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.
Theme Ratings Determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
Idea Optimizer Use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio | |
Idea Analyzer Analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas | |
Fundamentals Comparison Compare fundamentals across multiple equities to find investing opportunities | |
Fundamental Analysis View fundamental data based on most recent published financial statements | |
AI Portfolio Architect Use AI to generate optimal portfolios and find profitable investment opportunities | |
Portfolio Holdings Check your current holdings and cash postion to detemine if your portfolio needs rebalancing | |
Odds Of Bankruptcy Get analysis of equity chance of financial distress in the next 2 years | |
Headlines Timeline Stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity | |
Portfolio Backtesting Avoid under-diversification and over-optimization by backtesting your portfolios | |
Bond Analysis Evaluate and analyze corporate bonds as a potential investment for your portfolios. | |
Commodity Channel Use Commodity Channel Index to analyze current equity momentum |
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.