Interactive Brokers (IBKR) is a investment banking & brokerage company in the Financials sector. Listed on the NASDAQ, Interactive Brokers is a component of the S&P 500 index. As of 2026-06-10, the stock is trading at $85.42.
Key Metrics & Risk
Based on 5-year historical data from Yahoo Finance (daily returns, annualized using 252 trading days).
| Metric | Value |
|---|---|
| Latest Price | $85.42 |
| Latest Date | 2026-06-10 |
| Expected Return (Annualized) | 39.70% |
| Risk / Std Dev (Annualized) | 34.47% |
| Sharpe Ratio (rf=4.5%) | 1.02 |
S&P 500 Context
- Sector: Financials
- Sub-Industry: Investment Banking & Brokerage
- Exchange: NASDAQ
- Index: S&P 500 Component
Risk/Return Profile
The stock shows an annualized expected return of 39.70% with an annualized volatility of 34.47%. The Sharpe ratio of 1.02 (assuming 4.5% risk-free rate) indicates attractive risk-adjusted returns relative to the risk-free rate.
Modern Portfolio Theory Positioning
This stock is plotted on the S&P 500 Modern Portfolio Theory chart which visualizes the risk/return trade-off across all S&P 500 components. The chart uses Sharpe ratio as the color dimension, allowing quick identification of stocks with superior risk-adjusted performance.
Fundamentals
| Metric | Value |
|---|---|
| Market Cap | 144.89B |
| Enterprise Value | -38.5B |
| Trailing P/E | 36.66 |
| Forward P/E | 29.69 |
| Price to Book | 6.81 |
| Price to Sales | 22.48 |
| EV/Revenue | -5.97 |
| Profitability | | | Profit Margin | 16.11% | | Operating Margin | 76.81% | | ROE | 23.56% | | ROA | 2.42% |
| Growth | | | Revenue Growth | 16.8% | | Earnings Growth | 22.9% |
| Dividend | | | Dividend Yield | 41.0% | | Payout Ratio | 13.73% | | 5Y Avg Yield | 51.0% |
| Financial Health | | | Total Revenue | 6.45B | | Total Debt | 32.36B | | Total Cash | 124.59B | | Operating Cash Flow | 16.84B |
| Price & Technical | | | 52W High | $91.02$ | | 52W Low | $49.3$ | | 50-Day Avg | $80.15$ | | 200-Day Avg | $71.18$ | | Beta | 1.33 | | Shares Outstanding | 0.45B | | Float Shares | 0.43B | | Insider Holdings | 2.71% | | Institutional Holdings | 89.69% | | Short Ratio | 2.6 | | Short % of Float | 3.48% |
| Analyst Targets | | | Target High | $109.0$ | | Target Low | $64.0$ | | Target Mean | $88.27$ | | Target Median | $90.0$ | | # of Analysts | 11 | | Recommendation | buy |
Disclaimer
This analysis is for educational purposes only and does not constitute financial advice. Past performance is not indicative of future results. Always conduct your own research or consult a qualified financial advisor before making investment decisions.