Interactive Brokers (IBKR)
NASDAQFinancialsInvestment - Banking & Investment ServicesSnapshot 2026-11-05
$72.73-6.61%
Close 2026-11-05 · 1-day change
NASDAQFinancialsInvestment - Banking & Investment ServicesSnapshot 2026-11-05
QuarterlyIQ Insights · IBKR
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within financials on a research-validated quality screen. As of 2026-11-05.
The screen ranks IBKR against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 3 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Financials names rated strong grew net income 66% of the time over the next year (vs 56% for the rest of the cohort, n=7714).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Met or beat guidance 50% of the last 2 guided quarters · -28.8% avg surprise
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Our four decades of focus on technology and automation have enabled us to equip our clients with a uniquely sophisticated platform to manage their investment portfolios.
Stated in 2 of 8 supplied quarters. Management reported: “Our four decades of focus on technology and automation have enabled us to equip our clients with a uniquely sophisticated platform to manage their investment portfolios.” “Our four decades of focus on technology and automation have enabled us to equip our clients with a uniquely sophisticated platform to manage their investment portfolios.” Revenue was $690.000 million in 2026-Q3.
“Our four decades of focus on technology and automation have enabled us to equip our clients with a uniquely sophisticated platform to manage their investment portfolios.”
“Our four decades of focus on technology and automation have enabled us to equip our clients with a uniquely sophisticated platform to manage their investment portfolios.”
We strive to provide our clients with advantageous execution prices and trading, risk and portfolio management tools, research facilities and investment products, all at low or no cost, positioning t…
Stated in 2 of 8 supplied quarters. Management reported: “We strive to provide our clients with advantageous execution prices and trading, risk and portfolio management tools, research facilities and investment products, all at low or no cost, positioning them to achieve superior returns on investments.” “We strive to provide our clients with advantageous execution prices and trading, risk and portfolio management tools, research facilities and investment products, all at low or no cost, positioning them to achieve superior returns on investments.” Net income was $1.348 billion in 2026-Q3.
Continue growing net revenues to reach or exceed $1.68 billion quarterly, driven by higher customer trading volumes and expanded fee income.
Continue growing net revenues through commissions, net interest income, and other fees and services.
Maintain or exceed GAAP diluted earnings per share of $0.59 quarterly, reflecting profitability growth alongside revenue expansion.
Over the trailing year it converted 3.00x of net income into operating cash flow. Historically, Financials names rated robust grew net income 62% of the time over the next year (vs 56% for the rest of the cohort, n=6873).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, Fed net liquidity, real (inflation-adjusted) rates, long-term interest rates (low R² over the window).
3 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Financials names rated stable grew net income 58% of the time over the next year (vs 59% for the rest of the cohort, n=7436).
Not investment advice. As of 2026-11-05.
“We strive to provide our clients with advantageous execution prices and trading, risk and portfolio management tools, research facilities and investment products, all at low or no cost, positioning t…”
“We strive to provide our clients with advantageous execution prices and trading, risk and portfolio management tools, research facilities and investment products, all at low or no cost, positioning t…”