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Upturn AI SWOT - About
IBKR 
Interactive Brokers Group Inc (IBKR)
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Stock price based on last close (see disclosures)
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Upturn Advisory Summary
04/01/2025: IBKR (5-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Outstanding Performance
These Stocks/ETFs, based on Upturn Advisory, have historically outperformed the market, making them a top-tier choice for investors.
AI Based Fundamental Rating
Outstanding Performance
These Stocks/ETFs, based on Upturn Advisory, have historically outperformed the market, making them a top-tier choice for investors.
Analysis of Past Performance
Type Stock | Historic Profit 145.53% | Avg. Invested days 70 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  5.0 | Stock Returns Performance  5.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 73.67B USD | Price to earnings Ratio 25.19 | 1Y Target Price 217.9 |
Price to earnings Ratio 25.19 | 1Y Target Price 217.9 | ||
Volume (30-day avg) 2567465 | Beta 0.99 | 52 Weeks Range 103.22 - 236.24 | Updated Date 04/2/2025 |
52 Weeks Range 103.22 - 236.24 | Updated Date 04/2/2025 | ||
Dividends yield (FY) 0.58% | Basic EPS (TTM) 6.92 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 14.52% | Operating Margin (TTM) 75.3% |
Management Effectiveness
Return on Assets (TTM) 2.45% | Return on Equity (TTM) 22.22% |
Valuation
Trailing PE 25.19 | Forward PE 23.09 | Enterprise Value 15243561463 | Price to Sales(TTM) 14.17 |
Enterprise Value 15243561463 | Price to Sales(TTM) 14.17 | ||
Enterprise Value to Revenue 1.64 | Enterprise Value to EBITDA 1.91 | Shares Outstanding 108982000 | Shares Floating 102572281 |
Shares Outstanding 108982000 | Shares Floating 102572281 | ||
Percent Insiders 2.99 | Percent Institutions 87.42 |
Analyst Ratings
Rating 4.2 | Target Price 195.8 | Buy 3 | Strong Buy 5 |
Buy 3 | Strong Buy 5 | ||
Hold 1 | Sell 1 | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Interactive Brokers Group Inc
Company Overview
History and Background
Interactive Brokers Group, Inc. was founded in 1977 by Thomas Peterffy as a market maker. It evolved from Timber Hill, a pioneer in computerized options trading, to become a global online brokerage firm.
Core Business Areas
- Electronic Brokerage: Provides direct access online brokerage services to active traders, investors, and institutions globally, offering a wide range of financial instruments.
- Market Making: Engages in market-making activities on major exchanges around the world, providing liquidity and efficient price discovery. However, this segment has been significantly reduced and is now less core.
Leadership and Structure
Thomas Peterffy is the Chairman. The company has a hierarchical structure with various departments overseeing brokerage, technology, and compliance.
Top Products and Market Share
Key Offerings
- GlobalTrader: Mobile app for global investors. Competitors include Revolut and eToro
- IBKR Lite: A commission-free trading platform aimed at retail investors. Competitors include Robinhood, Webull, and SoFi. The product attracts users looking for simple, low-cost investment solutions.
- IBKR Pro: A low-cost platform designed for active traders and institutions, offering sophisticated trading tools and access to global markets. Competitors include Charles Schwab, TD Ameritrade (now Schwab), and Fidelity. Market share information unavailable for specific products; IBKR's overall share is around 25% in some segments.
Market Dynamics
Industry Overview
The online brokerage industry is highly competitive, driven by technological advancements, regulatory changes, and increasing investor demand for low-cost trading. Consolidation and commission-free trading are significant trends.
Positioning
Interactive Brokers is positioned as a technology-focused, low-cost provider catering to active traders and institutions. Its global reach and sophisticated platform are key competitive advantages.
Total Addressable Market (TAM)
The total addressable market for online brokerage is estimated in the hundreds of billions of dollars, encompassing retail and institutional investors globally. Interactive Brokers is positioned to capture a significant portion through its low-cost structure and global reach. TAM is continually growing due to increasing retail investing.
Upturn SWOT Analysis
Strengths
- Low-cost brokerage services
- Global market access
- Advanced trading platform
- Strong technology infrastructure
- Experienced management team
Weaknesses
- Complex platform for beginner investors
- Reliance on active traders
- Historically volatile earnings
- Customer service perception could be improved
Opportunities
- Expansion into new markets (e.g., developing countries)
- Increased adoption of automated trading solutions
- Partnerships with financial advisors
- Growth in retail investing globally
Threats
- Increased competition from commission-free brokers
- Regulatory changes impacting trading practices
- Cybersecurity risks
- Economic downturn affecting trading volumes
Competitors and Market Share
Key Competitors
- SCHW
- MS
- GS
Competitive Landscape
Interactive Brokers offers a more sophisticated platform and lower costs for active traders compared to competitors. However, competitors may have stronger brand recognition and offer more comprehensive financial services.
Major Acquisitions
Covestor Ltd.
- Year: 2015
- Acquisition Price (USD millions): 20
- Strategic Rationale: Acquisition to expand managed accounts capabilities.
Growth Trajectory and Initiatives
Historical Growth: Interactive Brokers has experienced significant growth driven by its low-cost model and technological advancements. Growth has been seen in customer accounts and trading volume.
Future Projections: Future projections are based on analyst estimates that change in real-time. Analyst estimates generally predict continued growth in user base and trading volume.
Recent Initiatives: Recent initiatives include expanding its commission-free trading offerings, enhancing its mobile platform, and expanding its presence in international markets.
Summary
Interactive Brokers is a strong company due to its low-cost structure and global reach, making it appealing to active traders. Its sophisticated platform and technology focus are key strengths. However, it needs to watch out for increasing competition and regulatory changes. Maintaining customer service quality is also essential for continued success.
Similar Companies
GS
Goldman Sachs Group Inc
GS
Goldman Sachs Group Inc
MS
Morgan Stanley
MS
Morgan Stanley
SCHW
Charles Schwab Corp
SCHW
Charles Schwab Corp
VIRT
Virtu Financial Inc
VIRT
Virtu Financial Inc
Sources and Disclaimers
Data Sources:
- Company SEC Filings
- Analyst Reports
- Industry Publications
- Company Website
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Market conditions can change rapidly, and past performance is not indicative of future results.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Interactive Brokers Group Inc
Exchange NASDAQ | Headquaters Greenwich, CT, United States | ||
IPO Launch date 2007-05-04 | President, CEO & Director Mr. Milan Galik | ||
Sector Financial Services | Industry Capital Markets | Full time employees 2998 | |
Full time employees 2998 | |||
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, mutual funds, exchange traded funds (ETFs), precious metals, and cryptocurrencies. 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 custody, prime brokerage, securities, and margin lending services. 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.
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