Interactive Brokers Group Inc. (IBKR)$81.35
Market Cap: 75.88 BCurrency: USD
Research Snapshot
Static fundamentals, valuation context, and investor signals for Interactive Brokers Group Inc. (IBKR).
FINANCIAL
CAPITAL MARKETS
DCF ready
Valuation
4.5x
EV/FCF, 22.3% FCF yield
Quality
81.2%
ROIC, 648.0% FCF margin
Growth
13.6%
5Y sales (revenue) CAGR
Balance sheet
0.0x
Debt/equity, N/A current ratio
Superinvestors
5
Top: Bryan Lawrence (30.5%)
Strengths to research
- Revenue compounded at 13.6% over five years.
- Free cash flow compounded at 14.4% over five years.
- Return on equity is strong at 81.2%.
- Free cash flow margin is healthy at 648.0%.
Watchouts
No major valuation, balance sheet, or growth watchouts were detected by the static screen.
Annual data: 10 periods
Quarterly data: 24 periods
Stock snapshot: May 25, 2026
Static dataset: May 25, 2026
Quality Scorecard
Build-time composite score for IBKR.
Grade D
35
/ 100
Peer Comparison
Target stock against 8 market-cap comparable peers.
Heat map: red worst to green best
| IBKR Target | Interactive Brokers Group Inc. | $75.9B | 36.6x | 4.5x | 81.2% | 13.6% | 648.0% | N/A | N/A | N/A |
| SCHW | Charles Schwab Corp. | $151.4B | 19.4x | 12.0x | 0.0% | 15.4% | 36.6% | N/A | N/A | N/A |
| GS | Goldman Sachs Group | $173.9B | 19.4x | -0.2x | 13.7% | N/A | N/A | N/A | N/A | N/A |
| TW | Tradeweb Markets Inc. | $31.5B | 28.1x | 26.1x | 12.5% | 18.1% | 54.9% | N/A | -2.5x | N/A |
| MS | Morgan Stanley | $192.2B | 19.7x | -23.6x | 3.7% | N/A | N/A | N/A | N/A | N/A |
| LPLA | LPL Financial Holdings Inc. | $26.7B | 26.2x | -33.5x | 6.8% | 23.7% | -5.8% | N/A | N/A | N/A |
| HLI | Houlihan Lokey Inc. | $11.5B | 24.4x | 15.2x | 18.2% | 11.4% | 26.0% | N/A | -2.1x | N/A |
| JEF | Jefferies Financial Group Inc. | $10.1B | 18.4x | -7.0x | 2.6% | 7.2% | -30.7% | N/A | N/A | N/A |
| MKTX | MarketAxess Holdings Inc. | $8.4B | 20.7x | 21.2x | 21.6% | 4.2% | 44.2% | N/A | -1.2x | N/A |
Financial Charts
No financial data available for IBKR (annual).
5 superinvestors own IBKR
Current quarter ownership and quarter-over-quarter share changes.
Superinvestor ownership
| Fund | Shares | Value | % Portfolio | QoQ Change |
|---|---|---|---|---|
| William Von Mueffling Cantillon Capital Management | 11,245,881 | $754M | 5.01% | 0.0% |
| John Armitage Egerton Capital | 6,275,179 | $421M | 4.67% | 0.0% |
| Viking Global Investors Viking Global Investors | 1,394,329 | $94M | 0.26% | 0.0% |
| Bryan Lawrence Oakcliff Capital | 1,030,740 | $69M | 30.50% | ▲ +31.3% |
| Robert Vinall RV Capital GmbH | 757,919 | $51M | 13.36% | ▲ +81.4% |