Company Analysis Interactive Brokers Group
1. Summary
Advantages
- The stock's return over the last year (61.41%) is higher than the sector average (18.47%).
- Current debt level 0.0093% is below 100% and has decreased over 5 years from 0.0223%.
- The company's current efficiency (ROE=19.2%) is higher than the sector average (ROE=16.53%)
Disadvantages
- Price (206.61 $) is higher than fair price (98.7 $)
- Dividends (0.4797%) are below the sector average (3%).
Similar companies
2. Share price and performance
2.1. Share price
2.3. Market efficiency
| Interactive Brokers Group | Financials | Index | |
|---|---|---|---|
| 7 days | -0.7% | 0% | 0.9% |
| 90 days | -3.7% | -1.8% | 8.8% |
| 1 year | 61.4% | 18.5% | 12% |
IBKR vs Sector: Interactive Brokers Group has outperformed the "Financials" sector by 42.95% over the past year.
IBKR vs Market: Interactive Brokers Group has outperformed the market by 49.38% over the past year.
Stable price: IBKR is not significantly more volatile than the rest of the market on "New York Stock Exchange" over the last 3 months, with typical variations of +/- 5% per week.
Long period: IBKR with weekly volatility of 1.18% over the past year.
3. Summary of the report
4. Fundamental Analysis
4.1. Stock price and price forecast
Above fair price: The current price (206.61 $) is higher than the fair price (98.7 $).
Price is higher than fair: The current price (206.61 $) is 52.2% higher than the fair price.
4.2. P/E
P/E vs Sector: The company's P/E (25.84) is lower than that of the sector as a whole (63.37).
P/E vs Market: The company's P/E (25.84) is lower than that of the market as a whole (62.2).
4.2.1 P/E Similar companies
4.3. P/BV
P/BV vs Sector: The company's P/BV (1.18) is lower than that of the sector as a whole (2.69).
P/BV vs Market: The company's P/BV (1.18) is lower than that of the market as a whole (20.84).
4.3.1 P/BV Similar companies
4.4. P/S
P/S vs Sector: The company's P/S indicator (3.76) is lower than that of the sector as a whole (4.12).
P/S vs Market: The company's P/S indicator (3.76) is lower than that of the market as a whole (16.02).
4.4.1 P/S Similar companies
4.5. EV/Ebitda
EV/Ebitda vs Sector: The company's EV/Ebitda (3.71) is higher than that of the sector as a whole (-69.15).
EV/Ebitda vs Market: The company's EV/Ebitda (3.71) is lower than that of the market as a whole (27.16).
5. Profitability
5.1. Profitability and revenue
5.2. Earnings per share - EPS
5.3. Past profitability Net Income
Yield Trend: Rising and has grown by 57.44% over the last 5 years.
Earnings Slowdown: The last year's return (0%) is below the 5-year average return (57.44%).
Profitability vs Sector: The return for the last year (0%) exceeds the return for the sector (-52.19%).
5.4. ROE
ROE vs Sector: The company's ROE (19.2%) is higher than that of the sector as a whole (16.53%).
ROE vs Market: The company's ROE (19.2%) is lower than that of the market as a whole (43.08%).
5.5. ROA
ROA vs Sector: The company's ROA (0.5424%) is lower than that of the sector as a whole (3.56%).
ROA vs Market: The company's ROA (0.5424%) is lower than that of the market as a whole (23.27%).
5.6. ROIC
ROIC vs Sector: The company's ROIC (0%) is lower than that of the sector as a whole (5.17%).
ROIC vs Market: The company's ROIC (0%) is lower than that of the market as a whole (9.29%).
7. Dividends
7.1. Dividend yield vs Market
Low yield: The dividend yield of the company 0.4797% is below the average for the sector '3%.
7.2. Stability and increase in payments
Dividend stability: The company's dividend yield 0.4797% has been steadily paid over the past 7 years, DSI=0.93.
Weak dividend growth: The company's dividend yield 0.4797% has been growing weakly or stagnant over the past 5 years. Growth over only 0 years.
7.3. Payout percentage
Dividend Coverage: Current payments from income (12.19%) are at an uncomfortable level.
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