Interactive Brokers Group Stock Filter Stocks by Fundamentals
| IBKR Stock | USD 192.95 1.97 1.03% |
Interactive Brokers Group fundamentals help investors to digest information that contributes to Interactive Brokers' financial success or failures. It also enables traders to predict the movement of Interactive Stock. The fundamental analysis module provides a way to measure Interactive Brokers' intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Interactive Brokers stock.
Interactive | Shares Owned by Institutions |
Interactive Brokers Current Valuation Drivers
We derive many important indicators used in calculating different scores of Interactive Brokers from analyzing Interactive Brokers' financial statements. These drivers represent accounts that assess Interactive Brokers' ability to generate profits relative to its revenue, operating costs, and shareholders' equity. Below are some of Interactive Brokers' important valuation drivers and their relationship over time.
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Market Cap | 3.5B | 4.9B | 7.5B | 7.3B | 6.5B | 6.9B | |
| Enterprise Value | 682.8M | 10.5B | 16.8B | 12.8B | 11.5B | 12.1B |
Interactive Brokers ESG Sustainability
Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary and do not directly affect the long term financial condition, Interactive Brokers' sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to Interactive Brokers' managers, analysts, and investors.Environmental | Governance | Social |
Interactive Brokers Institutional Holders
Institutional Holdings refers to the ownership stake in Interactive Brokers that is held by large financial organizations, pension funds or endowments. Institutions may purchase large blocks of Interactive Brokers' outstanding shares and can exert considerable influence upon its management. Institutional holders may also work to push the share price higher once they own the stock. Extensive social media coverage, TV shows, articles in high-profile magazines, and presentations at investor conferences help move the stock higher, increasing Interactive Brokers' value.| Shares | Geode Capital Management, Llc | 2024-09-30 | 2.1 M | Norges Bank | 2024-06-30 | 1.6 M | Jarislowsky Fraser Ltd | 2024-09-30 | 1.5 M | Ing Investment Management Llc | 2024-06-30 | 1.4 M | Neuberger Berman Group Llc | 2024-06-30 | 1.2 M | Bank Of America Corp | 2024-06-30 | 1.2 M | Bares Capital Management Inc | 2024-09-30 | 1.1 M | Fmr Inc | 2024-09-30 | 1.1 M | Millennium Management Llc | 2024-06-30 | 1.1 M | Vanguard Group Inc | 2024-09-30 | 10.2 M | Blackrock Inc | 2024-06-30 | 9.3 M |
Interactive Fundamentals
| Return On Equity | 0.22 | ||||
| Return On Asset | 0.0236 | ||||
| Profit Margin | 0.14 % | ||||
| Operating Margin | 0.66 % | ||||
| Current Valuation | 17.3 B | ||||
| Shares Outstanding | 108.88 M | ||||
| Shares Owned By Insiders | 3.12 % | ||||
| Shares Owned By Institutions | 87.28 % | ||||
| Number Of Shares Shorted | 1.51 M | ||||
| Price To Earning | 23.01 X | ||||
| Price To Book | 5.03 X | ||||
| Price To Sales | 16.32 X | ||||
| Revenue | 4.42 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 | 11.36 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 | ||||
| Short Ratio | 1.54 X | ||||
| Earnings Per Share | 6.42 X | ||||
| Price To Earnings To Growth | 14.54 X | ||||
| Target Price | 166.8 | ||||
| Number Of Employees | 2.97 K | ||||
| Beta | 0.79 | ||||
| Market Capitalization | 80.69 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 | ||||
| Annual Yield | 0.01 % | ||||
| Five Year Return | 0.70 % | ||||
| Net Asset | 128.42 B | ||||
| Last Dividend Paid | 0.7 |
About Interactive Brokers Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Interactive Brokers Group's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Interactive Brokers using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Interactive Brokers Group based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Pair Trading with Interactive Brokers
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Interactive Brokers position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Interactive Brokers will appreciate offsetting losses from the drop in the long position's value.Moving together with Interactive Stock
| 0.83 | V | Visa Class A | PairCorr |
| 0.75 | DHIL | Diamond Hill Investment | PairCorr |
| 0.96 | DIST | Distoken Acquisition | PairCorr |
| 0.7 | AB | AllianceBernstein | PairCorr |
| 0.76 | AC | Associated Capital | PairCorr |
Moving against Interactive Stock
| 0.85 | XP | Xp Inc Sell-off Trend | PairCorr |
| 0.78 | WU | Western Union | PairCorr |
| 0.64 | PT | Pintec Technology | PairCorr |
| 0.58 | RM | Regional Management Corp | PairCorr |
| 0.31 | PWUPW | PowerUp Acquisition Corp | PairCorr |
The ability to find closely correlated positions to Interactive Brokers could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Interactive Brokers when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Interactive Brokers - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Interactive Brokers Group to buy it.
The correlation of Interactive Brokers is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Interactive Brokers moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Interactive Brokers moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Interactive Brokers can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.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.