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72

IBKR

๐Ÿฆ Financial Services

Interactive Brokers Group, Inc.

Conservative #93Aggressive #256Low RiskMLโ†‘ 28pt
$71.19-4.52%
Day High$73.05
Day Low$69.65
Volume5.9M
Mkt Cap$123.0B
52W Low $3352W High $79
Market Cap
$122.7B
P/E Ratio
33.7
Sector avg: 26.8
Rev Growth
9.8%
Sector avg: 13.4%
Earnings Growth
30.3%
Profit Margin
9.6%
Sector avg: -2.8%
Debt/Equity
0.00

Why This Score

IBKR scores 72.6 on the Conservative profile, blending a fundamental score (80% weight, emphasizing quality and stability (84% of fundamental weight)) with a machine-learning signal (20% weight) trained on 82 features across 30 years of data.

Strengths
  • Strong profitability: ROE of 19.9% exceeds the 15% quality threshold.
  • Minimal leverage (D/E 0.00) provides financial flexibility and downside protection.
  • Large-cap ($123B) with deep liquidity and institutional ownership.
Risk Factors
  • Above-average volatility (11.3%) may not suit conservative risk tolerance.

Minor adjustments (0.0 points) applied. IBKR's rank of #93 primarily reflects its factor profile relative to the conservative weight vector.

Score Breakdown

Overall Score72.6
Fundamental Score70.0
ML Score63.0

Score by Horizon

3 Month
56.7
6 Month
63.4
Primary
1 Year
66.7

Quality Assessment

B
Quality Grade
Good quality โ€” solid metrics, minor concerns possible
1 quality flag detected โ€” see details below. These penalties are already factored into the final score.
Quality Flags
High accrual ratio (-288.8%) โ€” earnings quality concern

Position Sizing

Suggested Allocation
5%
Confidence
high

Score Composition Waterfall

How each component affects the final score
Backtested Scoring Levers (IC-calibrated from 30y ElasticNet)
Weinstein (12.1%)
100
Advancing
Sentiment (2.5%)
68
Positive
Analyst (6.4%)
62
Favorable
Tradability (post-hoc)
100
Grade A
Base
68.6
SHAP
+3.5
Factors
+0.5
Final
72.6
Positive adjustment
Negative adjustment
Base blend
Final score

Factor Breakdown

61AVG
Value45
Quality61
Growth73
Stability83
Investment44

Signal SegmentsComputed from ML features

Fundamental (Valuation, Quality, Growth)76.0
Technical (Momentum, Weinstein, Volatility)86.0
External (Sentiment, Analyst, Macro)82.0
Scores below 50 indicate weakness in that segment relative to the universe.

Data Quality

Score
Features
Confidence
Feature Coverage89%

Growth Estimates

Short-term
-3.1% to +1.0%
Medium-term
-4.4% to +1.8%
Long-term
-5.7% to +2.5%

ML Model Core Features100 trained inputs โ†’ ML Score: 63

These features are direct inputs to the machine learning model. The model was trained on these signals alongside 100 features (including 12 momentum/technical indicators) to produce the ML percentile score.

Analyst Intelligence
Consensus Score61.8/100
Target Upside+16.9%
Coverage19 analysts
Market Sentiment
Sentiment Score67.5/100
News Volume1 articles
Technical Stage
Weinstein Stage2 โ€” Advancing
12M Momentum+0.5%
6M Momentum+0.2%
Volatility+0.1%
Momentum & Technical
Momentum Acceleration+26.6%
Momentum ConsistencyModerate (0.43)
Relative Strength vs Sector+38.2%
Trend Strength (ADX Proxy)Strong (4.2)
Momentum Quality+0.430
Momentum BreadthBroad โœ“
Macro Regime
Bull RegimeYes
High Vol RegimeNo
S&P 500 Return+25.0%
Yield Curve-0.1bp

Sector-Relative AnalysisIn-model features

Value Trap Signal
2%
Low risk
Sector RevGr Rank
P66
Revenue growth vs Financial Services peers
Sector PE Rank
P15
Valuation vs Financial Services peers
Sector FCF Rank
P37
Free cash flow vs Financial Services peers
Growth Deviation
+0.1ฯƒ
Z-score vs sector median
Stagnation Flag
NO
Not flagged

Analysis Signals

Scoring Factors
Fundamental score of 70 relative to sector peers70/100
Machine learning ensemble ranks this stock at the 63th percentileP63
Blended score: 80% fundamental (70) + 20% ML (63) = 68.668.6
Risk assessment: low. Low vol 0.1%; Drawdown 9% โ†’ 0.0ptLow
Earnings quality grade B: adequate earnings quality with minor concerns. Score adjusted by 0 pointsGrade B
SHAP feature alignment: +3.5pt (features align with model priorities)SHAP
Risk Factors
Quality concern: High accrual ratio (-288.8%) โ€” earnings quality concernFlag

Sector Peer Comparison(Financial Services โ€” Rank #38 of 356 stocks)

StockScoreP/ERev GrowthMarginMkt Cap
IBKR72.633.79.8%9.6%$122.7B
CME86.427.29.9%57.5%$114.0B
FHB84.911.83.2%24.2%$3.1B
ACT84.58.92.4%54.6%$6.1B
CINF84.210.711.4%18.9%$25.4B
SEIC82.214.010.7%27.3%$9.9B
TROW79.910.13.1%28.5%$20.5B
QQQX79.710.448.6%257.3%$1.4B
IBOC78.210.67.5%40.1%$4.2B
HWC77.812.2-1.5%24.1%$5.6B
FFIN77.518.811.7%30.7%$4.7B
TRMK77.111.934.8%19.3%$2.6B
NMIH77.17.78.4%55.1%$3.0B
EWBC76.712.74.6%28.3%$15.3B
WSFS76.312.8-3.1%21.1%$3.5B
MCHB76.1N/A123.7%23.2%$3.1B
Sector Average47.526.813.4%-2.8%โ€”

Company Overviewvia FMP

Interactive Brokers Group, Inc. operates as an automated electronic broker in the United States and internationally. The company engages in the execution, clearance, and settlement of trades in stocks, options, futures, foreign exchange instruments, bonds, mutual funds, exchange traded funds (ETFs), precious metals, and cryptocurrencies. It also offers custody and service accounts for hedge and mutual funds, ETFs, registered investment advisors, proprietary trading groups, introducing brokers, and individual investors. In addition, the company provides custody, prime brokerage, securities, and margin lending services. It serves institutional and individual customers through electronic exchanges and market centers. Interactive Brokers Group, Inc. was founded in 1977 and is headquartered in Greenwich, Connecticut.

CEO
Milan Galik
Employees
3,027
Beta
1.22
Industry
Investment - Banking & Investment Services
FMP-Identified Peers

Technical Picturecomputed from daily prices

RSI (14)
43.1
Neutral
Trend
Bullish
10-day vs 50-day MA
From 52W High
-10.1%
High: $79.18
From 52W Low
+116.9%
Low: $32.82
Moving Averages
10-Day
$73.40
Below
20-Day
$74.10
Below
50-Day
$71.60
Below
200-Day
$64.50
Above
60-Day Support
$62.1
60-Day Resistance
$79.18
Weinstein Stage Analysisbased on 200-day SMA framework
Stage 2 โ€” AdvancingScore: 77/100

Stock is in an uptrend above the 200-day moving average. This is the stage where institutional accumulation typically occurs. The 50-day SMA provides support.

Favorable technical position; 50-day SMA acts as support
Price vs 200 SMA
+10.4%
200 SMA Slope (60d)
+13.47%
Rising
Volume Ratio
0.86x
10d avg vs 50d avg
Days in Stage
100
Confidence: 90%

Entry & Exit Zones

In Entry Zone
$61.31
Stop Entry Now Target
$90.87
Entry Zone
$70.88 โ€“ $73.75
SMA50 pullback zone ($70.88โ€“$73.75)
Exit Target
$88.22
52-week high / +22% target ($88.22)
Stop Level
$63.21
Below SMA200 ($63.21)
Risk / Reward:1 : 1.75Tight

Stage 2 uptrend โ€” institutional accumulation phase. SMA50 pullbacks are the highest-probability entry points. Stop below SMA200 preserves capital if trend breaks.

Technical zones only โ€” derived from moving averages and price structure. Not financial advice. Past technical patterns do not guarantee future performance.

Financial Statementslast 4 quarters via FMP

MetricQ4 2025Q3 2025Q2 2025Q1 2025
Revenue$2.7B$2.7B$2.5B$2.3B
Gross Profit$2.5B$2.5B$2.2B$2.0B
Operating Income$2.4B$2.4B$2.1B$1.9B
Net Income$284M$263M$224M$213M
EPS (Diluted)$0.63$0.59$0.51$0.49
Gross Margin91.1%90.8%88.7%88.1%
Operating Margin87.5%87.2%84.8%83.9%
Net Margin10.3%9.7%9.1%9.2%

Why This Stock

Financial Services

Tradability FilterGrade A โ€” 100/100Score impact: +19.0pt

Volume
100
4.5M avg/day
Dollar Vol
100
$321M/day
Float
100
433M shares
Mkt Cap
100
$122.7B
Range
100
141% spread
Composite Liquidity Score100/100
FDCBA

Multi-Year Range Analysis

Sideways: 6/100
YearLowHighRangeStatus
2021$14.71$20.7133.9%Moderate
2022$13.05$20.3643.8%Wide
2023$17.71$23.9029.8%Moderate
2024$20.57$48.3680.6%Wide
2025$32.82$73.3576.3%Wide
3-Year Range
122.2%
Narrow Years
1 / 5
Sideways Penalty
None
Free Float
97.2%
Outstanding Shares
445M
Bid-Ask Spread
141.0%
Institutional Tradable
Yes

Scores are generated by a multi-stage ML pipeline combining fundamental analysis, ensemble predictions, and structural risk signals. All data is for research purposes only and does not constitute financial advice. Past performance does not guarantee future results.