Interactive Brokers Group, Inc. (IBKR)
Company Info
Highlights
$83.35B
$7.26
27.17
3.84
$6.39B
$6.22B
$5.36B
$103.22 - $236.24
$194.89
2.01%
0.87
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
Interactive Brokers Group, Inc. (IBKR) returned 14.92% year-to-date (YTD) and 69.73% over the past 12 months. Over the past 10 years, IBKR delivered an annualized return of 20.18%, outperforming the S&P 500 benchmark at 10.78%.
IBKR
14.92%
18.34%
13.22%
69.73%
41.05%
20.18%
^GSPC (Benchmark)
0.19%
9.00%
-1.55%
12.31%
15.59%
10.78%
Monthly Returns
The table below presents the monthly returns of IBKR, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 23.08% | -5.88% | -18.99% | 3.78% | 18.00% | 14.92% | |||||||
| 2024 | 7.06% | 22.61% | 2.75% | 3.05% | 9.42% | -2.48% | -2.72% | 8.28% | 8.12% | 9.49% | 25.40% | -7.55% | 114.43% |
| 2023 | 10.49% | 7.84% | -4.12% | -5.70% | -0.67% | 7.56% | 5.13% | 4.41% | -4.96% | -7.50% | -2.66% | 6.50% | 15.14% |
| 2022 | -14.14% | -2.81% | -0.41% | -9.63% | 3.49% | -10.61% | 6.69% | 5.11% | 3.77% | 25.41% | 0.31% | -9.90% | -8.35% |
| 2021 | 0.44% | 18.46% | 0.90% | -2.08% | -5.82% | -2.27% | -5.89% | 4.66% | -3.56% | 13.65% | 4.33% | 7.59% | 31.12% |
| 2020 | 0.82% | 8.92% | -15.52% | -5.03% | 3.53% | -1.37% | 18.75% | 7.10% | -8.85% | -1.57% | 11.12% | 15.47% | 31.71% |
| 2019 | -7.78% | 9.78% | -6.07% | 4.55% | -6.16% | 6.69% | -5.42% | -7.72% | 13.94% | -11.55% | 2.00% | -3.72% | -14.01% |
| 2018 | 8.07% | 8.61% | -3.11% | 10.35% | -1.78% | -11.50% | -7.06% | 4.01% | -11.02% | -10.67% | 17.29% | -5.53% | -7.13% |
| 2017 | 2.27% | -1.42% | -5.42% | 0.32% | 0.43% | 7.28% | 7.03% | 4.95% | 7.42% | 19.94% | 5.81% | 3.77% | 63.75% |
| 2016 | -25.99% | 6.20% | 15.07% | -3.36% | 6.01% | -11.90% | -1.58% | 3.27% | -1.70% | -5.90% | 10.94% | -0.57% | -15.34% |
| 2015 | 5.04% | 4.37% | 6.75% | -0.21% | 5.45% | 16.41% | -3.39% | -0.32% | -1.13% | 4.23% | 5.64% | 0.55% | 51.13% |
| 2014 | -12.90% | 5.38% | -2.56% | 10.29% | -3.27% | 1.17% | -1.18% | 2.27% | 6.44% | 3.49% | 6.19% | 6.73% | 21.81% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 90, IBKR is among the top 10% of stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Interactive Brokers Group, Inc. (IBKR) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
Interactive Brokers Group, Inc. provided a 0.49% dividend yield over the last twelve months, with an annual payout of $1.00 per share. The company has been increasing its dividends for 11 consecutive years.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.00 | $0.85 | $0.40 | $0.40 | $0.40 | $0.40 | $0.40 | $0.40 | $0.40 | $0.40 | $0.40 | $0.40 |
Dividend yield | 0.49% | 0.48% | 0.48% | 0.55% | 0.50% | 0.66% | 0.86% | 0.73% | 0.68% | 1.10% | 0.92% | 1.37% |
Monthly Dividends
The table displays the monthly dividend distributions for Interactive Brokers Group, Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.25 | $0.00 | $0.00 | $0.00 | $0.25 | |||||||
| 2024 | $0.00 | $0.10 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.25 | $0.00 | $0.85 |
| 2023 | $0.00 | $0.10 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.10 | $0.00 | $0.40 |
| 2022 | $0.00 | $0.10 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.10 | $0.00 | $0.40 |
| 2021 | $0.00 | $0.10 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.10 | $0.00 | $0.40 |
| 2020 | $0.00 | $0.10 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.10 | $0.00 | $0.40 |
| 2019 | $0.00 | $0.10 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.10 | $0.00 | $0.40 |
| 2018 | $0.00 | $0.10 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.10 | $0.00 | $0.40 |
| 2017 | $0.00 | $0.10 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.10 | $0.00 | $0.40 |
| 2016 | $0.00 | $0.10 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.10 | $0.00 | $0.40 |
| 2015 | $0.00 | $0.10 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.10 | $0.00 | $0.40 |
| 2014 | $0.10 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.10 | $0.00 | $0.40 |
Dividend Yield & Payout
Dividend Yield
Interactive Brokers Group, Inc. has a dividend yield of 0.49%, which signifies it pays a smaller percentage of its stock price in dividends to its shareholders compared to other companies in the market.
Payout Ratio
Interactive Brokers Group, Inc. has a payout ratio of 14.42%, which is below the market average. This means Interactive Brokers Group, Inc. returns a smaller proportion of its earnings to shareholders as dividends, suggesting it retains a higher portion for reinvestment, growth, or debt payment.
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Interactive Brokers Group, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Interactive Brokers Group, Inc. was 63.66%, occurring on Mar 9, 2009. Recovery took 1441 trading sessions.
The current Interactive Brokers Group, Inc. drawdown is 13.80%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -63.66% | Feb 4, 2008 | 276 | Mar 9, 2009 | 1441 | Nov 25, 2014 | 1717 |
| -55.09% | May 14, 2018 | 468 | Mar 23, 2020 | 242 | Mar 9, 2021 | 710 |
| -38.66% | Feb 19, 2025 | 34 | Apr 7, 2025 | — | — | — |
| -35.29% | Dec 29, 2021 | 91 | May 9, 2022 | 184 | Feb 1, 2023 | 275 |
| -33.31% | Jul 7, 2015 | 150 | Feb 8, 2016 | 413 | Sep 27, 2017 | 563 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Financials
Financial Performance
The chart below illustrates the trends in the financial health of Interactive Brokers Group, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Earnings Per Share
The chart presents the Earnings Per Share (EPS) performance of Interactive Brokers Group, Inc., comparing actual results with analytics estimates. In the past quarter, the company did not meet analyst expectations for EPS, resulting in a surprise of -2.1%.
Valuation
The Valuation section provides an overview of how Interactive Brokers Group, Inc. is priced in the market compared to other companies in the Capital Markets industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.
PE Ratio
The chart displays the Price-to-Earnings (P/E) ratio for IBKR, comparing it with other companies in the Capital Markets industry. Currently, IBKR has a P/E ratio of 27.2. This P/E ratio is significantly higher than those of industry peers. This could indicate that the stock is overvalued or that investors expect strong future growth.
PEG Ratio
The chart shows the Price/Earnings to Growth (PEG) ratio for IBKR compared to other companies in the Capital Markets industry. IBKR currently has a PEG ratio of 3.8. This PEG ratio is close to the industry average, suggesting the stock’s valuation is balanced against its growth outlook.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for IBKR relative to other companies in the Capital Markets industry. Currently, IBKR has a P/S ratio of 15.4. This P/S ratio is high relative to other companies in the industry. It could mean the stock is overvalued, or that investors expect strong future growth and profitability.
PB Ratio
The chart illustrates the Price-to-Book (P/B) ratio for IBKR in comparison with other companies in the Capital Markets industry. Currently, IBKR has a P/B value of 4.5. This P/B ratio is higher than most companies in the industry. It may suggest the stock is overvalued or that investors expect the company to generate high returns on its assets.
Income Statement
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