| SECTOR | INDUSTRY |
| Financials | Capital Markets |
A+ Stock Grade Summary:
| VALUE: |
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| GROWTH: |
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| MOMENTUM: |
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| EPS REVISIONS: |
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| QUALITY: |
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Michael Rose
Tudor Pop
Tudor Pop
Rosalio Madrigal
Michael Rose
| Share Statistics | IBKR | Industry Median |
Percentile (All Stocks) |
|
| Market Cap (Mil) | $39,198.2 | $2,836.7 | 92% |
|
| Shares Out (Mil) | 448.4 | 74.1 | 88% |
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| Institutional Ownership | 97.0% | 79.1% | 72% |
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| Float (Mil) | 432.5 | 69.7 | 84% |
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| Beta | 1.33 | 0.94 | 77% |
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| Avg Daily Volume (000s) | 4,921 | 445 | 92% |
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| Price Change (52-week) |
32.9% | 72.7% | 71% |
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| Growth | IBKR | Industry Median |
Percentile (All Stocks) |
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| Sales (5yr) | 22.7% | 7.7% | 84% |
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| Net Income (5yr) | 38.2% | 8.9% | 90% |
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| EPS (5yr) | 29.7% | 9.6% | 80 |
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| Dividends (5yr) | 24.8% | 1.3% | 64% |
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| Cash Flow (5yr) | 6.7% | 0.9% | 68% |
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| Estimates | Qtrly | Current Fiscal Year |
Next Fiscal Year |
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| # of Estimates | 8 | 11 | 12 | |
| Current EPS | $0.702 | $2.724 | $3.191 | |
| Month Ago EPS | $0.632 | $2.528 | $2.895 | |
| # Rev Up | 1 | 1 | 0 | |
| # Rev Down | 0 | 0 | 1 | |
| Three Months Ago EPS | $0.627 | $2.496 | $2.856 | |
| Year/Year Chg | 19.0% | 22.7% | 60.9% | |
| Financials | IBKR | Industry Median |
Percentile (All Stocks) |
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| Sales (TTM) (Mil) | $6,445 | $871 | 78% |
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| Net Income (TTM) (Mil) | $1,038 | $85 | 87% |
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| EPS (TTM) | $2.341 | $1.000 | 74% |
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| Operating Cash Flow (TTM) (Mil) | $16,838 | $64 | 99% |
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| Net Cash Flow (TTM) (Mil) | $15,826 | $25 | 100% |
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| Long-Term Debt (Q1) (Mil) | $121 | $209 | 46% |
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| Enterprise Value (Q1) (Mil) | na | $1,297 | na |
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| Valuation | IBKR | Industry Median |
Percentile (All Stocks) |
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| P/B | 7.02 | 2.69 | 85% |
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| P/E | 37.8 | 19.1 | 77% |
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| Dividend Yield | 0.4% | 0.9% | 62% |
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| PEG (5yr hist) | 1.3 | 1.4 | 53% |
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| Ratios | IBKR | Industry Median |
Percentile (All Stocks) |
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| Gross Margin | 93.0% | 75.0% | 94% |
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| Net Margin | 16.5% | 15.8% | 75% |
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| ROA | 0.6% | 2.1% | 42% |
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| ROE | 20.6% | 13.4% | 80% |
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| Liabilities to Assets | 90.3% | 59.1% | 86% |
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| F-Score | 5 | 5 | 51% |
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Passing Stock Screens
As of 7/31/2026, from a list of 60 stock screening strategies,
| Performance Since Inception: | 13.7% |
| +/- S&P 500: | +6.2 |
Price and market data provided by QuoteMedia and delayed a minimum of 15 minutes unless otherwise indicated. Fundamental data provided by AAII's Stock Investor Pro and S&P Global Market Intelligence and are updated through the previous trading day.
Ⓒ 2026 American Association of Individual Investors
