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Interactive Brokers Group, Inc. (IBKR) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated today

Interactive Brokers Group, Inc.

IBKRMarket cap $40BPrice $87.7

Country🇺🇸United States

SectorFinancials

IndustryCapital Markets

Operates an electronic trading platform serving professional traders and institutions across 150 markets worldwide. Handles over $2 trillion in client trades annually while charging some of the lowest commissions in the industry.

In Bastion Portfolios?

52W Return+33%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)+25%9

Revenue Forecast

Rev CAGR (1y)+21%8

Rev CAGR (3y)+17%9

Rev CAGR (5y)+16%9

Earnings Forecast

EPS Growth Y+1+22%8

EPS Growth Y+2+21%8

EPS Growth Y+3+18%8

Quality

Margins

EBIT Margin0%8

Net Income Margin16%7

Free Cash Flow Margin232%10

Debt

Net Debt/EBITDAna–

Efficiency

ROE21%8

ROA2%4

Earnings Stability1010

GEAR+STRONG71

Overall rating across all five factors

Value

Price Multiples

P/E Ratio (Forward)312

P/E Ratio (Forward 3y)232

P/BV25.31

EV Multiples

EV/EBITDA Fwd02

EV/EBIT Fwd02

Yield

Free Cash Flow Yield0.0%3

Dividend Yield0.4%1

Momentum

Short term

1 month return-4%6

3 month return-6%4

YTD return+37%9

Mid term

Price vs 52wHigh89%8

1 year return+22%7

Long term

3 year return+298%10

5 year return+403%10

Risk Shield

Price Risk

Beta1.71

Volatility40%5

Free Cash Flow

Free Cash Flow Margin232%10

Free Cash Flow Yield0.0%3

Quality

ROCE26%4

Earnings Stability1010

Net Debt/EBITDAna–

02Growth

Is it actually growing, and how fast?

IBKRInteractive Brokers Group

Revenue FY25$10.2B

GROWTH RATING↗

VERY STRONG89 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+25%9

Revenue, next 1Y+21%8

Revenue, next 3Y, CAGR+17%9

Revenue, next 5Y, CAGR+16%9

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+22%8

EPS growth, FY27E+21%8

EPS growth, FY28E+18%8

GROWTH ASSESSMENT

STRENGTHS

It out-grows 89% of companies worldwide.

Revenue grew 25%/yr over the last 3 years, ahead of 80% of companies worldwide.9/10

Revenue is set to grow 17%/yr over the next 3 years, ahead of most of the market.9/10

The runway holds up: revenue is set to grow 16%/yr over five years.9/10

Earnings are set to grow in step with sales (EPS about 21%/yr vs revenue 17%/yr).

WATCH

Revenue grew 25%/yr over the last 3 years; forecasts see it cooling to 17%/yr.

WEAKNESSES

None flagged.

BOTTOM LINE

Elite Compounder

A top-tier grower that is slowing. The one thing to watch: the pace is cooling.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

STRONG79 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-4%6

3-month return-6%4

YTD return+37%9

MID & LONG-TERM▾SCORE

% of 52-week high89%8

1-year return+22%7

3-year return+298%10

5-year return+403%10

MOMENTUM ASSESSMENT

STRENGTHS

Magnificent long-term results. Long-term holders have seen +298% over three years and +403% over five, ahead of 90% of the market.

It's up 22% over the past year, but 11% below its 52-week high. That is clearly ahead of the market.

Strong recent results. The stock is outperforming so far this year (+37%).

WATCH

Returns sit at the market level over the past month (-4%) and over three months (-6%).

WEAKNESSES

None flagged.

BOTTOM LINE

Steady Compounder

Dependable multi-year returns with a calmer near-term tape. A reliable long-term trend rather than a short-term breakout.

04Value

Are you paying a fair price for it?

Stop guessing on Interactive Brokers. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

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Loading charts…

02Growth

Is it actually growing, and how fast?

IBKRInteractive Brokers Group

Revenue FY25$10.2B

GROWTH RATING↗

VERY STRONG89 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+25%9

Revenue, next 1Y+21%8

Revenue, next 3Y, CAGR+17%9

Revenue, next 5Y, CAGR+16%9

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+22%8

EPS growth, FY27E+21%8

EPS growth, FY28E+18%8

GROWTH ASSESSMENT

STRENGTHS

It out-grows 89% of companies worldwide.

Revenue grew 25%/yr over the last 3 years, ahead of 80% of companies worldwide.9/10

Revenue is set to grow 17%/yr over the next 3 years, ahead of most of the market.9/10

The runway holds up: revenue is set to grow 16%/yr over five years.9/10

Earnings are set to grow in step with sales (EPS about 21%/yr vs revenue 17%/yr).

WATCH

Revenue grew 25%/yr over the last 3 years; forecasts see it cooling to 17%/yr.

WEAKNESSES

None flagged.

BOTTOM LINE

Elite Compounder

A top-tier grower that is slowing. The one thing to watch: the pace is cooling.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

STRONG79 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-4%6

3-month return-6%4

YTD return+37%9

MID & LONG-TERM▾SCORE

% of 52-week high89%8

1-year return+22%7

3-year return+298%10

5-year return+403%10

MOMENTUM ASSESSMENT

STRENGTHS

Magnificent long-term results. Long-term holders have seen +298% over three years and +403% over five, ahead of 90% of the market.

It's up 22% over the past year, but 11% below its 52-week high. That is clearly ahead of the market.

Strong recent results. The stock is outperforming so far this year (+37%).

WATCH

Returns sit at the market level over the past month (-4%) and over three months (-6%).

WEAKNESSES

None flagged.

BOTTOM LINE

Steady Compounder

Dependable multi-year returns with a calmer near-term tape. A reliable long-term trend rather than a short-term breakout.

04Value

Are you paying a fair price for it?

Stop guessing on Interactive Brokers. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community