Interactive Brokers Group (IBKR) Fair Value & Analysis
Financial Services · US · Market cap $160B
Interactive Brokers Group
IBKR · US
Fair value as of: Jul 12, 2026
From 25 valuation models · updated 26 days ago
Fair value updated Jul 12, 2026, revised from $10.44 to $9.86 (−5.6%) since Jun 26, 2026. Share price −9.0% over the past month.
A solid business, but screening 89% overvalued on our models.
What matters now
- The price sits above even our optimistic bull case ($12.33). The favourable scenario is already priced in.
- Solid but not exceptional quality (57/100) and above fair value, neither a clear bargain nor a standout compounder.
- For a financial, book-value and earnings-based methods matter more than a cash-flow DCF, which fits banks and insurers poorly.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 12, 2026.
How to read this chart
60‑month range $13.09 – $97.41 · fair‑value band $7.40 – $12.33 · the $86.02 price screens above the $9.86 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 12, 2026.
Analysis
Interactive Brokers Group (IBKR) currently trades at $86.02, while our model-based Fair Value estimate is $9.86, implying the stock looks roughly 88.5% overvalued today. We read business quality at 57/100 (solid quality), in the Financial Services sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: high).
Over the trailing twelve months, Interactive Brokers Group generated revenue of $6.4B at a net margin of 16.1%. Revenue grew 16.8% year over year. It earns a return on equity of 23.6%. The balance sheet holds a net cash position of $4.9B. Fundamentals as of Jul 12, 2026
Our scenario range runs from $7.40 (bear case) to $12.33 (bull case); at $86.02, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 5% below its 52-week high and 76% above its 52-week low, currently above its 200-day average. For context, the median of 10 Financial Services peers we cover trades at 11% fair-value upside, at -89%, IBKR screens richer than that median.
Fair Value models
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.
All 25 models by family
Widest divergence: Growth DCF ($252.23) versus Dividend Discount ($1.20). Highest evidence: Growth DCF (80).
Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 12, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 45 · Market factors (momentum, volatility) 60
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
About the company
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, …
Full company description
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.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Interactive Brokers Group reported revenue of $10.2B in FY2025 versus $2.9B in FY2021, a compound +36.6%/yr. Reported net income was $984M in FY2025, compounding +33.7%/yr from FY2021.
IBKR screens 89% overvalued. Compare with Huatai Securities Co →
Recent news
External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection.
- Interactive Brokers Adds Brazilian Futures through Brazil’s B3 Exchange
- Interactive Brokers (IBKR) Stock Could Be 43% Above Fair Value Despite AI Connectivity News
- Interactive Brokers (IBKR) Expands AI Tools Through MCP For Smarter Client Research
- Interactive Brokers (IBKR) Stock Sees Fair Value Lift After Strong Earnings And Analyst Support
Peer Group
Capital Markets · 424 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Capital Markets median · lower = cheaper
Snowflake
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
VALUE 0: the price sits above our fair-value range.
Insider activity: 66/100
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.
Similar stocks
10 more Capital Markets stocks, each showing price versus our Fair Value estimate (as of Jul 12, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Huatai Securities Co HTSC | $0.2700 | $0.0400 | -85% |
| Mirae Asset Securities Co 006800 | 38,750 KRW | 31,645 KRW | -18% |
| Meritz Financial Group 138040 | 117,000 KRW | 87,706 KRW | -25% |
| Korea Investment Holdings 071050 | 239,000 KRW | 318,825 KRW | +33% |
| NH Investment & Securities Co 005940 | 31,000 KRW | 37,133 KRW | +20% |
| Samsung Securities Co 016360 | 107,700 KRW | 126,487 KRW | +17% |
| Motilal Oswal Financial Services Limited MOTILALOFS | ₹967.00 | ₹299.65 | -69% |
| Kiwoom Securities Co 039490 | 322,000 KRW | 358,091 KRW | +11% |
| SSI Securities Corporation SSI | 24,250 VND | 28,021 VND | +16% |
| Bolsas y Mercados Argentinos S.A BYMA | 313.75 ARS | 120.22 ARS | -62% |
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How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.
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