June 02, 2026 a 08:00 am
IBKR: Fundamental Ratio Analysis - Interactive Brokers Group, Inc.
Interactive Brokers Group, Inc., a notable player in the financial services sector, provides a robust platform for brokerage services. With a strong fundamental base, the stock presents intriguing investment opportunities, especially considering its diverse services portfolio and international reach.
Fundamental Rating
The fundamental analysis of IBKR reveals a mixed performance across various financial metrics. The company has strong returns but needs improvement in valuation measures.
| Category | Score | Visualization |
|---|---|---|
| Discounted Cash Flow (DCF) | 5 | |
| Return on Equity (ROE) | 5 | |
| Return on Assets (ROA) | 3 | |
| Debt to Equity | 1 | |
| Price to Earnings (P/E) | 1 | |
| Price to Book (P/B) | 1 |
Historical Rating
The historical scores provide a comparative perspective on the financial health of IBKR over time. Recent scores maintain a similar pattern to historical data.
| Date | Overall | DCF | ROE | ROA | Debt to Equity | P/E | P/B |
|---|---|---|---|---|---|---|---|
| 2026-06-01 | 3 | 5 | 5 | 3 | 1 | 1 | 1 |
| N/A | 0 | 5 | 5 | 3 | 1 | 1 | 1 |
Analyst Price Targets
Analysts have a favorable outlook on IBKR with price targets suggesting potential upside. The consensus reflects a positive sentiment towards the stock.
| High | Low | Median | Consensus |
|---|---|---|---|
| $98 | $82 | $83 | $87.67 |
Analyst Sentiment
The analyst ratings for IBKR indicate a tendency towards buying, with the majority recommending holding or buying the stock.
| Recommendation | Count | Visualization |
|---|---|---|
| Strong Buy | 0 | |
| Buy | 10 | |
| Hold | 8 | |
| Sell | 1 | |
| Strong Sell | 0 |
Conclusion
Interactive Brokers Group, Inc. presents a balanced investment opportunity with strong fundamentals and a favorable analyst consensus. Despite some weaknesses in valuation metrics, the company's comprehensive service offerings and international operations contribute positively to its growth prospects. The stock appears to be well-regarded by analysts, aiming for moderate upside potential. While caution is warranted due to industry volatility, the strategic position of IBKR offers potential for long-term benefits for investors.
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