IBKR · Interactive Brokers Group Inc
Price
Snapshot
50 fields · last close| Market Cap | $157.7B |
| P/E | 139.25 |
| Float | 433.3M |
| Beta | 1.37 |
| Volatility | 34.3% |
| Exchange | NASDAQ |
| Sector | Financial Services |
| Cap tier | Large cap |
| Macro sensitivity | High |
| Clavix score | 66 |
| Price | 92.42 |
| Change | −0.57% |
| Prev Close | 92.95 |
| Open | 89.83 |
| Day Low | 89.77 |
| Day High | 93.27 |
| Avg Vol | 4 |
| Avg $ Vol | $393.1M |
| 52W High | 98.75 |
| 52W Low | 58.95 |
| 52W Pos | 84.1% |
| From High | −6.41% |
| From Low | +56.78% |
| Max DD 1Y | −18.78% |
| Spread | 0.10% |
| Liquidity | Normal |
| SMA 20 | −0.25% |
| SMA 50 | +0.47% |
| SMA 200 | +17.36% |
| RSI (14) | 50.8 |
| Vol 30D | 45.8% |
| Vol 90D | 40.8% |
| 1Y Range | 59–99 |
| Daily bars | 506 |
| Perf Week | −3.73% |
| Perf Month | +4.74% |
| Perf Quarter | +6.77% |
| Perf Half Y | +36.59% |
| Perf Year | +45.35% |
| Perf YTD | +37.47% |
| Prev Day | −0.57% |
| Clavix | C+ |
| Debt / Eq | 4.62 |
| Curr Ratio | 0.98 |
| Int Cover | 11.8× |
| FCF Margin | 38.7% |
| Rev Growth | +22.5% |
| Profit | Profitable |
| Leverage | Very High |
| Sector rank | 56 / 69 |
What IBKR does
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.
Clavix risk grade
regraded every trading dayIBKR grades C+, 66 of 100. Steadiest on Price Stability (56), most exposed on Macro Resilience (43, fragile). 0 of the 4 weighted dimensions sit above the Financial Services median. Ranks 56 of 69 in Financial Services by Clavix score.
How rough the ride is
| IBKR | Financial Services median | |
|---|---|---|
| Betavs the overall market · lower is steadier | 1.37 | 1.20 |
| Volatilityannualized | 34.3% | 30.0% |
| Max drawdown, past yearworst peak-to-trough fall | −18.8% | — |
| Typical daily movemedian absolute daily change | 1.57% | — |
| Days beyond ±3%of the last 252 sessions | 5622% | — |
How its days are spread
Daily returns over the last 252 sessions in 1% bins. Moves beyond ±6% land in the end bins.
52-week range
The bar runs from the lowest to the highest close of the last 252 sessions; the marker is the latest close.
Drawdown from the 1-year peak
Percent below the running high over the last 12 months. Zero is a fresh high.
Market sensitivity
| IBKR | Financial Services median | |
|---|---|---|
| Beta to the markethow much it swings with the S&P 500 · lower is safer | 1.37 | 1.20 |
| Macro sensitivityrate, dollar and credit exposure bucket | High | Moderate40% of 70 |
Where it sits on the macro scale
Low means rates, the dollar and credit spreads barely move it. Very High means they drive a large share of its swings. The counts are how many Financial Services names sit in each bucket.
Where it ranks in its sector
Rank by Clavix score within the sector. Right is the top of the sector.
Price performance
| IBKR | |
|---|---|
| 1 week | −3.7% |
| 1 month | +4.7% |
| Year to date | +37.5% |
| 1 year | +45.3% |
Context for the rank, not itself a risk measure.
Recent coverage, scored
| IBKR | |
|---|---|
| Articles scoredthe most recent scored coverage, up to 30 | 30since 27 Jul |
| Average score0 most bearish, 100 most bullish | 68 |
| Bullish · bearisharticles above 60 · below 40 | 25 · 0 |
| Directionarticles whose tone is improving vs worsening | 25 ↑ 0 ↓ |
Where the article scores land
Each bar is a 10-point band of article scores. Below 40 reads bearish, above 60 bullish.
Balance sheet, against the sector
The shaded band is the middle half of the 70 Financial Services names Clavix covers; the tick is the sector median.
Growth
| IBKR | |
|---|---|
| Revenue growthyear over year | +22.5% |
Financial Health is shown but does not count toward the grade. Why
0–100, higher is safer. The tick on each bar is the Financial Services median. Click a dimension for the evidence behind it. Financial Health is shown but does not count toward the grade.
Against Financial Services
70 companies| Metric | IBKR | Sector spread | Median |
|---|---|---|---|
| Beta | 1.37 | 1.20 | |
| Volatility | 34.3% | 30.0% | |
| P/E | 139.25 | 20.95 | |
| Debt / equity | 4.62 | 0.83 | |
| Current ratio | 0.98 | 1.03 | |
| FCF margin | 38.7% | 27.9% | |
| Interest coverage | 11.8× | 7.6× |
Recent news
most recent scored articles · the chip is the article’s score · click to openInteractive Brokers reported that its client Daily Average Revenue Trades (DARTs), which measure the number of trades per day that generate revenue, jumped 23% year-over-year in August 2026. The company said higher market volatility and strong client growth drove the increase in trading activity.
Both Robinhood and Interactive Brokers are benefiting from record trading volumes on Wall Street, as illustrated by CBOE Global Markets reporting Q2 2026 revenues up 25% year-over-year and earnings up 50%. The article teases a key business model difference between the two discount brokers, particularly around how each earns money on customer idle cash, but the full analysis is truncated.
Interactive Brokers' shares have risen 500% during the recent bull market, lifted by rapid customer growth that boosted trading commissions and interest income. The article questions what happens to the company's profits if trading activity cools off.
Interactive Brokers' stock has surged more than 525% over the last five years as the bull market since late 2022 boosted trading activity and the company's revenue. The article raises the question of what happens to IBKR's profits and stock when trading volume eventually cools, and says it will explore the dynamics of the brokerage sector.
An analyst highlights Interactive Brokers as a bullish pick, citing strong account growth, increased trading activity, and upward revisions to earnings-per-share estimates, though no specific figures are provided in the brief article.
Nearest peers by size
Financial Services| Ticker | Company | Grade | Mkt cap | P/E | Beta | |
|---|---|---|---|---|---|---|
| BX | Blackstone Inc | B | $171.0B | 48.58 | 1.54 | Compare |
| BLK | BlackRock Inc | B+ | $183.0B | 29.23 | 1.41 | Compare |
| COF | Capital One Financial Corp | B | $135.3B | 12.77 | 1.11 | Compare |
| UBS | UBS Group AG | B+ | $135.2B | 18.32 | 0.62 | Compare |
| SPGI | S&P Global Inc | B+ | $132.8B | 26.94 | 1.07 | Compare |
| SCHW | Charles Schwab Corp | A- | $190.9B | 18.85 | 0.75 | Compare |
| HOOD | Robinhood Markets Inc | D- | $112.1B | 43.12 | 2.53 | Compare |
| AXP | American Express Co | B+ | $222.7B | 19.51 | 1.11 | Compare |
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