Financial Services · NYSE/NASDAQ: IBKR
Interactive Brokers Group, Inc.
Capital Markets
Market Cap $157.34B
Verdict: Exceptional
Quality Scores
Multi-Bagger
89/100
Compounder Quality
91/100
Management Credibility
92/100
Governance
82/100
Cash Flow Quality
95/100
AI Summary
Interactive Brokers Group (IBKR) is a premier global electronic broker that has demonstrated exceptional scale and resilience over the last decade. The company operates with a highly automated, low-cost model that allows it to capture significant market share in professional and active retail trading. Since 2016, total assets have grown from $54.67B to $203.24B, reflecting a massive expansion in customer equity and global footprint. Despite fluctuations in macro-economic cycles, the firm’s focus on technology-driven efficiency has protected margins. The recent surge in net interest income and…
Top Opportunities
- Massive growth in Total Assets over 10 years
- Strong growth in Stockholders Equity
- Exceptional Cash Flow from Operations (CFO)
Top Risks
- Significant revenue volatility
- Revenue drop of ~50% in 2020
- High sensitivity to interest rate fluctuations
Latest report: Read the annual report summary →
Unlock the full report
Full sections, financial charts, AI chat and PDF export are available with Premium.