Interactive Brokers

α : 11.03

Ticker: IBKR.US

Fundamental α

i
Weighted: 17.0
Layer / Ratio / Statistic TTM PY1 PY2
Overall Composite Score 16.6 17.2 17.8
Income Statement Composite 6.6 7.1 7.0
↳ 3-Year Revenue CAGR
↳ Capped Z-Score 0.38
↳ Sector Median Analytics
↳ Gross Margin
↳ Capped Z-Score 1.67 1.78 1.42
↳ Sector Median Analytics
↳ Operating Margin
↳ Capped Z-Score 3.34 3.50 3.50
↳ Sector Median Analytics
↳ Net Profit Margin
↳ Capped Z-Score -0.44 -0.17 0.05
↳ Sector Median Analytics
Cash Flow Composite 17.0 17.0 16.7
↳ 3-Year OCF CAGR
↳ Capped Z-Score 3.50
↳ Sector Median Analytics
↳ Operating Cash Flow Margin
↳ Capped Z-Score 3.50 3.50 3.20
↳ Sector Median Analytics
↳ Free Cash Flow Margin
↳ Capped Z-Score 3.50 3.50 3.50
↳ Sector Median Analytics
Balance Sheet Composite -7.0 -6.9 -5.9
↳ Return on Assets
↳ Capped Z-Score -0.70 -0.77 -0.36
↳ Sector Median Analytics
↳ Capital Intensity Ratio
↳ Capped Z-Score 0.73 0.48 0.91
↳ Sector Median Analytics
↳ Asset Turnover
↳ Capped Z-Score -1.63 -1.41 -1.07
↳ Sector Median Analytics
↳ Equity Multiplier
↳ Capped Z-Score 3.50 3.50 3.50
↳ Sector Median Analytics
↳ Return on Equity
↳ Capped Z-Score -0.07 -0.51 -0.24
↳ Sector Median Analytics
↳ Return on Invested Capital (ROIC)
↳ Capped Z-Score -0.61 -0.45 -0.05
↳ Sector Median Analytics

Market α

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Weighted: -2.6
Metric/Statistic Ticker Value
Market Valuation Composite -1.0
↳ Trailing P/E
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↳ Sector Median
↳ Forward P/E
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↳ Sector Median
↳ PEG Ratio
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↳ Sector Median
↳ EV/EBITDA
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↳ Sector Median
↳ EV/Revenue
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↳ Sector Median
↳ Potential Upside/(Downside) - Street Estimate
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↳ Sector Median
Relative (Discount)/ Premium - Operations
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↳ Actual Enterprise Value/Invested Capital:
↳ Predicted EV/Invested Capital:
↳ Fundamental Surplus:
Implied FCFF Growth Rate CURRENT
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↳ Weighted Historic FCFF Growth:
↳ Sector Median FCFF Growth:
↳ FCFF Growth Surplus:
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↳ FCFF Growth Surplus z-score:
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Implied FCFE Growth Rate CURRENT
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↳ Weighted Historic FCFE Growth:
↳ Sector Median FCFE Growth:
↳ FCFE Growth Surplus:
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↳ FCFE Growth Surplus z-score:
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WACC
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↳ Cost/Weight of Equity:
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Company Profile & Operations

Visit Corporate Website

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, precious metals, and cryptocurrencies; and the company provides custody, prime brokerage, securities, and margin lending services. 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 trading platforms, including IBKR Trader Workstation, IBKR Desktop, IBKR Mobile, and IBKR Client Portal platform, as well as IBKR GlobalTrader mobile application, and IBKR APIs, builds custom trading applications and automates any part of the trading process. Further, it offers IBKR Pro, IBKR Lite, IBKR Universal Account, insured bank deposit sweep program, investors' marketplace, mutual fund marketplace, bond marketplace, forecast and event contracts, fractional trading, no transaction fee program for exchange-traded funds, overnight trading hours, and karta visa infinite charge card. 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.