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Upturn AI SWOT - About
IBKR 
Interactive Brokers Group Inc (IBKR)
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Upturn Advisory Summary
07/03/2025: IBKR (5-star) is a STRONG-BUY. BUY since 37 days. Profits (17.77%). Updated daily EoD!
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.
Number of Analysts
9 Analysts rated it
Limited analyst coverage, niche firm, research info may be scarce.
1 Year Target Price $51.33
1 Year Target Price $51.33
| 4 | Strong Buy |
| 3 | Buy |
| 1 | Hold |
| 1 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 160.82% | Avg. Invested days 65 | Today’s Advisory Strong Buy |
Upturn Star Rating | Upturn Advisory Performance  5.0 | Stock Returns Performance  5.0 |
| Profits based on simulation | Last Close 07/03/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 98.01B USD | Price to earnings Ratio 32.03 | 1Y Target Price 51.33 |
Price to earnings Ratio 32.03 | 1Y Target Price 51.33 | ||
Volume (30-day avg) 9 | Beta 1.25 | 52 Weeks Range 25.77 - 58.97 | Updated Date 07/4/2025 |
52 Weeks Range 25.77 - 58.97 | Updated Date 07/4/2025 | ||
Dividends yield (FY) 0.58% | Basic EPS (TTM) 1.81 |
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 14.68% | Operating Margin (TTM) 73.56% |
Management Effectiveness
Return on Assets (TTM) 2.47% | Return on Equity (TTM) 22.25% |
Valuation
Trailing PE 32.03 | Forward PE 30.3 | Enterprise Value 21781755045 | Price to Sales(TTM) 18.14 |
Enterprise Value 21781755045 | Price to Sales(TTM) 18.14 | ||
Enterprise Value to Revenue 2.31 | Enterprise Value to EBITDA 2.69 | Shares Outstanding 435835008 | Shares Floating 409323833 |
Shares Outstanding 435835008 | Shares Floating 409323833 | ||
Percent Insiders 2.88 | Percent Institutions 89.19 |
Upturn AI SWOT
Interactive Brokers Group Inc
Company Overview
History and Background
Interactive Brokers Group Inc. was founded by Thomas Peterffy in 1977 as a market maker. It evolved from Timber Hill Group to Interactive Brokers, a global electronic brokerage firm, offering direct market access trading across multiple asset classes worldwide.
Core Business Areas
- Electronic Brokerage: Provides automated trade execution and custody of securities, commodities, and foreign exchange instruments on over 150 markets worldwide. Caters to professional traders, active investors, financial institutions, and introducing brokers.
- Market Making: Engages in market making activities in equity options and futures, providing liquidity to exchanges. This segment has been significantly reduced in recent years.
Leadership and Structure
Thomas Peterffy is the Chairman and Founder. The company has a hierarchical structure with various departments responsible for technology, compliance, customer service, and operations. Milan Galik is the Chief Executive Officer.
Top Products and Market Share
Key Offerings
- IBKR Pro: A trading platform offering direct market access with low commissions, sophisticated order types, and access to global markets. Estimated to hold approximately 25% of the discount brokerage market share. Competitors include Charles Schwab, Fidelity, and Robinhood.
- IBKR Lite: A simplified trading platform with commission-free trading on US-listed stocks and ETFs. Attracts beginner investors. Competitors include Robinhood and Webull.
- Global Trading: Access to stocks, options, futures, currencies, bonds, and funds on over 150 markets worldwide. Competitors include Saxo Bank and IG Group.
Market Dynamics
Industry Overview
The online brokerage industry is highly competitive, characterized by low commissions, technological innovation, and increasing regulatory scrutiny. Growth is driven by rising investor participation and globalization of financial markets.
Positioning
Interactive Brokers is positioned as a low-cost, technologically advanced brokerage platform catering to active traders and institutions. Its competitive advantage lies in its global reach, sophisticated trading tools, and low margin rates.
Total Addressable Market (TAM)
The estimated global brokerage market is over $30 Billion. IBKR is well positioned and has the technology and infrastructure to increase its market share.
Upturn SWOT Analysis
Strengths
- Low-cost structure
- Advanced trading platform
- Global market access
- Strong regulatory compliance
- Sophisticated technology
Weaknesses
- Complex platform for beginners
- Dependence on active traders
- Customer service responsiveness
- Market making segment decline
Opportunities
- Expansion into new markets
- Development of new products and services
- Partnerships with financial institutions
- Increased adoption of mobile trading
- Growth in emerging markets
Threats
- Increased competition from commission-free brokers
- Regulatory changes
- Cybersecurity risks
- Economic downturns
- Geopolitical instability
Competitors and Market Share
Key Competitors
- SCHW
- TD
- Fidelity
- HOOD
- WeBull
Competitive Landscape
Interactive Brokers' advantages include low cost and global reach. Disadvantages include a complex platform and strong competition. The market has become extremely price sensitive.
Major Acquisitions
Covestor
- Year: 2015
- Acquisition Price (USD millions): 2
- Strategic Rationale: Covestor allowed IBKR to tap into the managed account space and allowed customers to follow the trades of leading investors.
Growth Trajectory and Initiatives
Historical Growth: Growth trends would be determined based on an examination of historical revenues and account growth.
Future Projections: Future growth projections require access to analyst reports and IBKR's own forecasts.
Recent Initiatives: Review of press releases, investor presentations, and SEC filings would highlight recent strategic initiatives.
Summary
Interactive Brokers is a leading brokerage firm due to its technology, low costs, and access to international markets. While its platform can be complex, it offers services for advanced traders. Increased competition from commission-free brokers and regulatory changes pose potential challenges, yet IBKRu2019s global presence offers potential growth. IBKR is well-positioned to capitalize on emerging market opportunities and partnerships.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings
- Industry reports
- Analyst estimates
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Market share percentages are estimates and may not reflect precise figures. Financial data requires the most recent and public 10K and 10Q. Consult a financial professional before making any investment decisions.
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 3027 | |
Full time employees 3027 | |||
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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