IBKR
Interactive Brokers Group·NASDAQ
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5.75 / 10
Netural
IBKR's fundamental score of 5.8/10 reflects moderate quality: bullish drivers include a 66.99% YoY revenue growth and an inventory turnover ratio of 115.19, yet negative return metrics on assets temper enthusiasm. The Asset-MV factor sits in the highest quartile (score 3/3), historically yielding 8.59% monthly returns, but the stock still trades in the mid-range of its peer set, suggesting room for improvement before a strong buy recommendation can be justified.
Analysis Checks(7/10)
Revenue-MV
Value-0.36
Score1/3
Weight2.53%
1M Return0.85%
Value-0.36
Score1/3
Weight2.53%
1M Return0.85%
Current liabilities / Total liabilities (%)
Value54.14
Score2/3
Weight5.64%
1M Return1.86%
Value54.14
Score2/3
Weight5.64%
1M Return1.86%
Net income-Revenue
Value1.87
Score3/3
Weight14.07%
1M Return3.89%
Value1.87
Score3/3
Weight14.07%
1M Return3.89%
Annualized return on total assets (%)
Value-8.42
Score1/3
Weight4.62%
1M Return1.44%
Value-8.42
Score1/3
Weight4.62%
1M Return1.44%
Asset-MV
Value-0.53
Score3/3
Weight33.70%
1M Return8.59%
Value-0.53
Score3/3
Weight33.70%
1M Return8.59%
Inventory turnover ratio
Value115.19
Score2/3
Weight5.04%
1M Return1.56%
Value115.19
Score2/3
Weight5.04%
1M Return1.56%
Profit-MV
Value2.20
Score3/3
Weight15.37%
1M Return4.11%
Value2.20
Score3/3
Weight15.37%
1M Return4.11%
Rate of return on total assets (%)
Value-8.42
Score1/3
Weight4.62%
1M Return1.44%
Value-8.42
Score1/3
Weight4.62%
1M Return1.44%
Operating revenue (YoY growth rate %)
Value66.99
Score2/3
Weight7.26%
1M Return2.21%
Value66.99
Score2/3
Weight7.26%
1M Return2.21%
Current assets / Total assets (%)
Value42.26
Score2/3
Weight7.15%
1M Return2.29%
Value42.26
Score2/3
Weight7.15%
1M Return2.29%
Revenue-MV
Value-0.36
Score1/3
Weight2.53%
1M Return0.85%
Value-0.36
Score1/3
Weight2.53%
1M Return0.85%
Inventory turnover ratio
Value115.19
Score2/3
Weight5.04%
1M Return1.56%
Value115.19
Score2/3
Weight5.04%
1M Return1.56%
Current liabilities / Total liabilities (%)
Value54.14
Score2/3
Weight5.64%
1M Return1.86%
Value54.14
Score2/3
Weight5.64%
1M Return1.86%
Profit-MV
Value2.20
Score3/3
Weight15.37%
1M Return4.11%
Value2.20
Score3/3
Weight15.37%
1M Return4.11%
Net income-Revenue
Value1.87
Score3/3
Weight14.07%
1M Return3.89%
Value1.87
Score3/3
Weight14.07%
1M Return3.89%
Rate of return on total assets (%)
Value-8.42
Score1/3
Weight4.62%
1M Return1.44%
Value-8.42
Score1/3
Weight4.62%
1M Return1.44%
Annualized return on total assets (%)
Value-8.42
Score1/3
Weight4.62%
1M Return1.44%
Value-8.42
Score1/3
Weight4.62%
1M Return1.44%
Operating revenue (YoY growth rate %)
Value66.99
Score2/3
Weight7.26%
1M Return2.21%
Value66.99
Score2/3
Weight7.26%
1M Return2.21%
Asset-MV
Value-0.53
Score3/3
Weight33.70%
1M Return8.59%
Value-0.53
Score3/3
Weight33.70%
1M Return8.59%
Current assets / Total assets (%)
Value42.26
Score2/3
Weight7.15%
1M Return2.29%
Value42.26
Score2/3
Weight7.15%
1M Return2.29%
Is IBKR fundamentally strong?
- IBKR scores 5.75/10 on fundamentals and holds a Fair valuation at present. Backed by its 5.31% ROE, 70.22% net margin, 128.86 P/E ratio, 6.19 P/B ratio, and 27.43% earnings growth, these metrics solidify its Netural investment rating.
