July 20, 2026 a 03:43 pm
IBKR: Fundamental Ratio Analysis - Interactive Brokers Group, Inc.
Interactive Brokers Group, Inc. operates as a sophisticated electronic brokerage, serving a wide range of clients globally. Known for its extensive range of brokerage services and advanced platforms, the company is positioned well in the financial services industry. However, with a fundamental rating of B-, investors should carefully evaluate market conditions and sector performance.
Fundamental Rating
Interactive Brokers has received an overall score of 3, with strengths in discounted cash flow and return on equity, but weaknesses in debt to equity and price-based ratios. Below is a detailed breakdown:
| Category | Score | Visualization |
|---|---|---|
| Discounted Cash Flow | 5 | |
| Return On Equity | 5 | |
| Return On Assets | 2 | |
| Debt To Equity | 1 | |
| Price To Earnings | 1 | |
| Price To Book | 1 |
Historical Rating
The historical performance of Interactive Brokers shows consistency in discounted cash flow and return metrics:
| Date | Overall Score | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|
| 2026-07-17 | 3 | 5 | 5 | 2 | 1 | 1 | 1 |
| Historical | 0 | 5 | 5 | 2 | 1 | 1 | 1 |
Analyst Price Targets
Analyst price targets suggest a positive outlook with a median target of $101.5, reflecting potential growth:
| High | Low | Median | Consensus |
|---|---|---|---|
| $108 | $82 | $101.5 | $98.25 |
Analyst Sentiment
The overall sentiment from analysts is optimistic, with a consensus rating of 'Buy':
| Rating | Count | Visualization |
|---|---|---|
| Strong Buy | 0 | |
| Buy | 10 | |
| Hold | 8 | |
| Sell | 1 | |
| Strong Sell | 0 |
Conclusion
Interactive Brokers Group, Inc., with its comprehensive suite of brokerage and financial services, presents a mixed investment opportunity. The company's solid fundamentals, particularly in cash flow and equity returns, are balanced against its weaker debt and price ratios. Analyst sentiment is largely positive, indicating potential upside, although market volatility and industry competition pose risks. Investors should weigh these factors carefully when considering IBKR for their portfolio.
Smart Data Insight
Master the Perfect Entry & Exit for this Stock
Don't leave your profits to chance. Historically, this stock follows specific seasonal patterns that institutional traders use to maximize returns.
- ✅ Identify the "Golden Buying Window"
- ✅ Avoid high-risk correction cycles
- ✅ Backtested data from the last 20+ years