# Interactive Brokers Group Inc. (IBKR) fundamentals

Data as of 2026-09-08. NASDAQ, United States. Sector: Financial Services / Capital Markets. Price $92.62, market value $157.8 billion.

## Valuation
- **P/E (trailing): 36.8×** (5-yr avg 22.3×, 3-yr avg 22.9×). Interactive Brokers Group Inc. trades at 36.8× trailing earnings, well above its own five-year average of 22.3×: investors are paying up relative to the company's past. The Financial Services median in the September 2026 study was 13.1×. Forward P/E is 29.1×, lower than trailing, so analysts expect earnings to grow.
- **PEG: 1.03**. A PEG of 1.03 is in the range usually read as fairly priced for its growth.
- **Price / sales: 23.0×**. Each dollar of revenue is priced at 23.0×, a level that requires very high margins or very fast growth to justify.
- **Price / book: 7.1×**. The shares trade at 7.1× book value; most of the value is in earnings power and intangibles rather than the balance sheet.
- **Earnings yield: 2.7%**. The inverse of the P/E: 2.7% of the price is earned each year.

## Profitability
- **Net margin: 178.6%**. 178.6% of each dollar of sales reaches the bottom line.
- **Return on equity: 81.2%**. A 81.2% return on equity is extremely high; check whether buybacks or debt have shrunk the equity base, which flatters the ratio.
- **Return on assets: 2.4%**. Each dollar of assets produces 2.4% of profit; low single digits are normal for banks and insurers.

## Growth
- **Revenue growth (1 yr): 23.4%** (3-yr 17.5%/yr, 5-yr 13.6%/yr). Revenue grew 23.4% over the last year, against 13.6% a year compounded over five years: growth is accelerating.
- **EPS growth (1 yr): 28.3%** (3-yr 33.3%/yr, 5-yr 29.7%/yr). Earnings per share rose 28.3%, roughly in step with revenue.

## Financial health
- **Piotroski F-score: 3/9**. 3 of 9 checks pass: weak or deteriorating financials.

## Dividends
- **Dividend yield: 0.38%** ($0.33 per share, trailing). Interactive Brokers Group Inc. yields 0.38%, a modest yield more typical of a growth-oriented payer.
- **Payout ratio: 3%**. 3% of earnings goes out as dividends, leaving room to keep raising it.
- **Consecutive years of increases: 14**. 14 straight years of increases, a record that survived at least one recession.
- **Dividend growth (5 yr): 24.8%/yr** (1-yr 42.4%). The dividend has compounded at 24.8% a year over five years, doubling roughly every 3 years at that pace.

## Analyst view
- **Analyst consensus: buy** (13 analysts). 13 analysts cover Interactive Brokers Group Inc.; the consensus is buy, with an average price target of $105.74 (+14% from the current price). Analyst opinion is shown for context; it is not part of the Fundamental Score.

## Price and momentum
- **Total return (1 yr): 44.6%** (YTD 44.3%, 3-mo 9.7%). The shares are up 44.6% over twelve months including dividends.
- **From 52-week high: -6.2%** (57.1% above the low). Trading 6% below its 52-week high.
- **200-day average: above**. The price sits above its 200-day moving average, the usual definition of an uptrend.
- **RSI (14-day): 50**. An RSI of 50 is neutral.
- **Beta (1 yr): 1.92** (volatility 40%). Beta of 1.92 against the S&P 500: the shares move much more than the market.

Live score and charts: https://foliofundamentals.com/analyzer?s=IBKR · Page: https://foliofundamentals.com/stocks/ibkr

Not investment advice.