Interactive Brokers Group Stock Performance
| IBKR Stock | USD 192.83 2.74 1.44% |
On a scale of 0 to 100, Interactive Brokers holds a performance score of 17. The company retains a Market Volatility (i.e., Beta) of 0.17, which attests to not very significant fluctuations relative to the market. 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
17 of 100
Weak | Strong |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Interactive Brokers Group are ranked lower than 17 (%) of all global equities and portfolios over the last 90 days. Even with relatively unsteady 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 1.44 | Five Day Return 2.03 | Year To Date Return 5.66 | Ten Year Return 543.84 | All Time Return 516.07 |
Forward Dividend Yield 0.0053 | Payout Ratio | Forward Dividend Rate 1 | Dividend Date 2024-12-13 | Ex Dividend Date 2024-11-29 |
| Interactive Brokers dividend paid on 13th of December 2024 | 12/13/2024 |
1 | Samenvatting Interactive Brokers verbetert IBKR Desktop handelsplatform met nieuwe tools en functies | 12/18/2024 |
2 | Samenvatting Interactive Brokers verbetert op het internet gebaseerde tradingervaring voor financile adviseurs over de hele wereld | 12/20/2024 |
3 | Interactive Brokers Group Inc Reports December 2024 Performance Metrics | 01/02/2025 |
4 | December jobs report shows unemployment fell to 4.1, 256,000 jobs added to finish 2024 on high note | 01/10/2025 |
5 | Is Interactive Brokers overvalued | 01/14/2025 |
6 | Caldwell Investment Management Ltd. Makes New 1.22 Million Investment in Interactive Brokers Group, Inc. | 01/15/2025 |
7 | Is Trending Stock Interactive Brokers Group, Inc. a Buy Now | 01/16/2025 |
8 | Interactive Brokers Group Q4 2024 Earnings Preview | 01/17/2025 |
9 | Interactive Brokers Beats EPS by 10.3 | 01/21/2025 |
| Begin Period Cash Flow | 28.6 B |
Interactive |
Interactive Brokers Relative Risk vs. Return Landscape
If you would invest 14,801 in Interactive Brokers Group on October 24, 2024 and sell it today you would earn a total of 4,482 from holding Interactive Brokers Group or generate 30.28% return on investment over 90 days. Interactive Brokers Group is currently generating 0.4715% in daily expected returns and assumes 2.1525% risk (volatility on return distribution) over the 90 days horizon. In different words, 19% 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 = 0.219
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Estimated Market Risk
| 2.15 actual daily | 19 81% of assets are more volatile |
Expected Return
| 0.47 actual daily | 9 91% of assets have higher returns |
Risk-Adjusted Return
| 0.22 actual daily | 17 83% of assets perform better |
Based on monthly moving average Interactive Brokers is performing at about 17% 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 | 0.0236 | ||||
| Profit Margin | 0.14 % | ||||
| Operating Margin | 0.66 % | ||||
| Current Valuation | 17.13 B | ||||
| Shares Outstanding | 108.88 M | ||||
| Price To Earning | 23.01 X | ||||
| Price To Book | 4.99 X | ||||
| Price To Sales | 16.48 X | ||||
| Revenue | 4.42 B | ||||
| Gross Profit | 4.47 B | ||||
| EBITDA | 6.68 B | ||||
| Net Income | 600 M | ||||
| Cash And Equivalents | 69.78 B | ||||
| Cash Per Share | 685.32 X | ||||
| Total Debt | 11.36 B | ||||
| Debt To Equity | 0.87 % | ||||
| Current Ratio | 1.10 X | ||||
| Book Value Per Share | 38.07 X | ||||
| Cash Flow From Operations | 4.54 B | ||||
| Earnings Per Share | 6.43 X | ||||
| Market Capitalization | 81.47 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
Assessing Interactive Brokers' fundamental ratios provides investors with valuable insights into Interactive Brokers' financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Interactive Brokers is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.01 | 0.01 | |
| Return On Capital Employed | 0.03 | 0.03 | |
| Return On Assets | 0.01 | 0.01 | |
| Return On Equity | 0.19 | 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 87.0% of the company shares are owned by institutional investors | |
| On 13th of December 2024 Interactive Brokers paid $ 0.25 per share dividend to its current shareholders | |
| Latest headline from fool.com: Interactive Brokers Beats EPS by 10.3 |
- 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.
Additional 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.