Interactive Brokers IBKR
Interactive Brokers is a global electronic broker offering execution and trade processing across multiple asset classes and markets, generating revenue from commissions, interest, and other financial services. Interactive Brokers shows solid financial health (ROE 24.02%) and robust growth (revenue +26.3%), but its valuation is demanding (P/E 35.41), which limits the attractiveness of the investment at these prices.
Detailed metrics
Market and fundamental data as of the analysis date.
Full AI report
Generated automatically from the metrics, the macro context and the company's news.
Interactive Brokers is a global electronic broker offering execution and trade processing across multiple asset classes and markets, generating revenue from commissions, interest, and other financial services. Interactive Brokers shows solid financial health (ROE 24.02%) and robust growth (revenue +26.3%), but its valuation is demanding (P/E 35.41), which limits the attractiveness of the investment at these prices.
Score by category
| Category | Score |
|---|---|
| Financial health | 7.2 |
| Quality / Moat | 8.5 |
| Valuation | 1.4 |
| Growth | 8.7 |
| Dividend | 3.2 |
| Momentum | 8.9 |
| Risk & Context | 4.1 |
OVERALL SCORE: 5.6/10
Context and risks
IBKR's business is pro-cyclical and depends on market activity. A persistent high interest rate environment, like the current one, can compress intermediation margins and reduce clients' risk appetite, affecting trading volumes.
News considered in the analysis
- Can Webull (BULL) Turn Its Record Quarter Into Lasting Growth? — Artículo sobre un competidor, sin información nueva sobre IBKR.
- Where Will Interactive Brokers Stock Be in 5 Years? — Opinión especulativa a largo plazo sin datos concretos.
- Weekly Wrap: The Crypto Rally Continues — El rally de criptomonedas puede aumentar la actividad de trading y los ingresos por comisiones de IBKR, aunque el efecto es indirecto y parcialmente descontado.
- Interactive Brokers Stock Has Turned $10,000 Into About $100,000 in 10 Years — Listículo sobre rentabilidad pasada, sin información nueva.
- HOOD at the 5-Year Mark: Diversification to Fuel the Next Growth Phase — Artículo sobre un competidor (Robinhood), sin impacto directo en IBKR.
Verdict: Hold. Business quality and growth are excellent, but the current valuation does not offer a sufficient margin of safety.
Main risk: The main risk is the high valuation (P/E 35.41) in a high interest rate environment, which could compress the multiple if growth slows or markets become less active.
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