Morningstar

Interactive Brokers Group Inc Class A IBKR

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Stock XNAS Rating as of
$93.56 −0.53 (0.56%)
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As of Delayed Price Closed

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Interactive Brokers Should Continue Strong Growth as it Broadens Client Segment Reach

Sean Dunlop

Interactive Brokers' strategy has long been rooted in efficiency, automation, and superior order execution, and we do not expect any deviation from this foundation. While the company has broadened its reach by allowing a quickly growing retail clientele to tap into its global platform, it has done so without the addition of high-touch client services that investors expect from its largest US peers, Charles Schwab and Fidelity.

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Price vs Fair Value

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IBKR is trading at a LOCK|M!@k<& premium.
Price
$94.09
Fair Value
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Uncertainty
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1-Star Price
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5-Star Price
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Economic Moat
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Capital Allocation
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Bulls Say, Bears Say

Bulls

An extended period of heightened equity market volatility and higher interest rates than experienced over the past decade could benefit Interactive Brokers' profitable hedge fund clientele.

Bears

Migration of passive institutional order flow toward dark pools and ATS's could result in wider bid-ask spreads and challenges sourcing liquidity for brokerage firms.

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Trading Information

Previous Close Price
$94.09
Day Range
$92.41–94.80
52-Week Range
$58.18–97.84
Bid/Ask
$93.20 / $93.53
Shares Outstanding
445.48M
Market Cap
$41.68B
Volume/Avg
3M / 5M

Key Statistics

Price/Earnings (Normalized)
40.38
Price/Sales
3.97
Dividend Yield (Trailing)
0.35%
Dividend Yield (Forward)
0.37%
Total Yield
0.35%

Company Profile

Interactive Brokers is a large, automated, retail and institutional brokerage that boasted nearly $780 billion in customer equity at the end of 2025. The company cut its teeth as a market maker, introducing US financial markets to automated and algorithmic training before expanding into brokerage services in 1993. The firm has a wide-ranging client base, with its best-in-class order execution and extremely low margin lending rates catering to a sophisticated audience of hedge funds, proprietary traders, and introducing brokers that account for about 45% of the firm’s commissions. With operations spanning more than 170 electronic exchanges, 40 countries, and 29 currencies, Interactive Brokers caters to a global clientele, with more than 80% of active accounts sitting outside the US.
Sector
Financial Services
Industry
Capital Markets
Stock Style Box
Mid Growth
Total Number of Employees
3,232
Website
https://www.interactivebrokers.com

Competitors

Valuation

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Metric
IBKR
SCHW
LPLA
Price/Earnings (Normalized)
 40.3819.5715.43
Price/Book Value
 7.504.224.47
Price/Sales
 3.977.451.40
Price/Cash Flow
 8.7114.2711.08
Price/Earnings
IBKR
SCHW
LPLA

Financial Strength

Metric
IBKR
SCHW
LPLA
Quick Ratio
 0.59—1.86
Current Ratio
 1.17—2.41
Interest Coverage
 2.16—3.91
Quick Ratio
IBKR
SCHW
LPLA

Profitability

Metric
IBKR
SCHW
LPLA
Return on Assets (Normalized)
 0.54%1.99%9.52%
Return on Equity (Normalized)
 20.39%22.34%34.04%
Return on Invested Capital (Normalized)
 25.31%—16.31%
Return on Assets
IBKR
SCHW
LPLA

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