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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
09/17/2025: 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.
Number of Analysts
9 Analysts rated it
Limited analyst coverage, niche firm, research info may be scarce.
1 Year Target Price $66
1 Year Target Price $66
| 4 | Strong Buy |
| 3 | Buy |
| 1 | Hold |
| 1 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 185.82% | Avg. Invested days 73 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  5.0 | Stock Returns Performance  5.0 |
| Profits based on simulation | Last Close 09/17/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 105.97B USD | Price to earnings Ratio 32.81 | 1Y Target Price 66 |
Price to earnings Ratio 32.81 | 1Y Target Price 66 | ||
Volume (30-day avg) 9 | Beta 1.23 | 52 Weeks Range 32.48 - 67.98 | Updated Date 09/17/2025 |
52 Weeks Range 32.48 - 67.98 | Updated Date 09/17/2025 | ||
Dividends yield (FY) 0.43% | Basic EPS (TTM) 1.9 |
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 14.87% | Operating Margin (TTM) 74.68% |
Management Effectiveness
Return on Assets (TTM) 2.37% | Return on Equity (TTM) 22.39% |
Valuation
Trailing PE 32.81 | Forward PE 27.78 | Enterprise Value 23139056052 | Price to Sales(TTM) 18.8 |
Enterprise Value 23139056052 | Price to Sales(TTM) 18.8 | ||
Enterprise Value to Revenue 2.41 | Enterprise Value to EBITDA 2.78 | Shares Outstanding 445246976 | Shares Floating 430589832 |
Shares Outstanding 445246976 | Shares Floating 430589832 | ||
Percent Insiders 2.83 | Percent Institutions 88.9 |
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 Inc. and became a direct access electronic broker. It went public in 2007. It has grown into a major global brokerage firm known for its advanced trading platforms and low costs.
Core Business Areas
- Electronic Brokerage: Provides direct access trade execution and clearing services to sophisticated individual and institutional traders for a wide variety of electronically traded products, including stocks, options, futures, currencies, bonds and funds worldwide.
- Market Making: Engages in market making activities, providing liquidity to exchanges and market participants.
Leadership and Structure
Thomas Peterffy is the Chairman and Founder. Milan Galik is the Chief Executive Officer. The company has a decentralized structure with various divisions focusing on specific business areas.
Top Products and Market Share
Key Offerings
- Trader Workstation (TWS): A professional-grade trading platform for active traders, offering advanced features and tools. TWS is favored for its customizability and global market access. While exact market share is difficult to quantify due to the fragmented nature of the active trader market, IBKR's TWS is considered a leading platform among sophisticated traders. Competitors include Thinkorswim (Schwab), Active Trader Pro (Fidelity), and Webull.
- IBKR Mobile: A mobile trading app that allows clients to trade and manage their accounts on the go. IBKR Mobile offers similar functionality to TWS in a simplified interface. Competitors include all mobile trading platforms such as Robinhood, Webull and mobile platform's from competitors listed above.
- IBKR Pro and IBKR Lite: IBKR Pro offers sophisticated traders the best pricing and order execution while IBKR Lite offers commission-free trading and is simpler and targeted to the average retail investor. Revenue from IBKR Pro users is significantly higher per user compared to Lite. Competitors include other discount brokerages like Schwab, Fidelity, and Robinhood.
Market Dynamics
Industry Overview
The online brokerage industry is highly competitive and driven by technological innovation, regulatory changes, and evolving investor needs. Key trends include commission-free trading, increased adoption of mobile trading platforms, and the rise of algorithmic trading.
Positioning
Interactive Brokers is positioned as a low-cost, technologically advanced brokerage firm catering to sophisticated and active traders, as well as institutional clients. Its competitive advantages include its global reach, competitive pricing, and robust trading platforms.
Total Addressable Market (TAM)
The global online brokerage market is estimated to be worth hundreds of billions of dollars. IBKR is well positioned to continue capturing market share due to its international reach, low-cost structure, and sophisticated trading platform catering to advanced traders and institutions.
Upturn SWOT Analysis
Strengths
- Low-cost structure
- Advanced trading technology
- Global market access
- Strong balance sheet
- Sophisticated client base
Weaknesses
- Complex platform for novice users
- Lower marketing spend compared to competitors
- Reliance on active traders, potentially vulnerable in bear markets
Opportunities
- Expansion into new markets
- Increasing adoption of algorithmic trading
- Partnerships with financial advisors
- Growth in retail investor participation
Threats
- Increased competition from commission-free brokers
- Regulatory changes
- Cybersecurity risks
- Economic downturns
- Geopolitical instability
Competitors and Market Share
Key Competitors
- SCHW
- TDOC
- MS
- GS
Competitive Landscape
Interactive Brokers benefits from its low cost and technology but has less brand recognition and marketing compared to larger competitors like Schwab and Fidelity. IBKR's more complex platform targets experienced traders, differentiating it from Robinhood and Webull.
Major Acquisitions
Covestor
- Year: 2015
- Acquisition Price (USD millions):
- Strategic Rationale: Acquisition of a robo-advisor platform to provide automated investment management services.
Growth Trajectory and Initiatives
Historical Growth: Historical growth trends can be assessed by analyzing past revenue, earnings, and customer growth rates. Data is from the SEC filings.
Future Projections: Future growth projections are based on analyst estimates from various financial research firms. These estimates consider factors such as market conditions, competition, and IBKR's strategic initiatives.
Recent Initiatives: Recent strategic initiatives include expanding into new markets, developing new products and services, and enhancing its technology platform.
Summary
Interactive Brokers is a strong company with its core strength in its low-cost brokerage and advanced trading platforms appealing to sophisticated traders and institutions globally. Its key focus should be on expanding its user base and continuing innovation of its platforms. Competition from commission-free trading and regulation in different geographies are the key aspects for IBKR to watch out for.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SEC Filings (10-K, 10-Q)
- Interactive Brokers Investor Relations
- Financial News Outlets
- Analyst Reports
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Market conditions and company performance are subject to change. Conduct thorough due diligence 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 3087 | |
Full time employees 3087 | |||
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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