SIStockInvestingSI.com

NASDAQ · IBKR · Capital Markets

Interactive Brokers (IBKR) stock analysis

$85.33+2.92%Data as of Oct 21, 2026
  • IBKR lost 7.1% over the past month versus 0.0% for the S&P 500, ranking 427th of 497 S&P 500 stocks.
  • Over 12 months it returned +27.8%, 12.0 points ahead of the S&P 500, and trades 13.0% below its 52-week high.
  • In the last 30 days 8 analysts raised earnings estimates and 1 cut; forward EPS moved +4.2% (+10.5% over 90 days).
  • It sits in the Brokers & wealth managers segment of the Capital Markets & Asset Management, where the 1-month median return is −5.7%.
  • The daily chart reads Intermediate downtrend · Low consolidation (since Oct 21, 2026).
Market cap$145.4B
12-month return+27.8%
Forward P/E25.8×
Mean target vs price+21.9%

One-year price with 50- and 200-day averages

Open in Hub
58.170.382.594.7JanAprJulOct
85.3350-day200-day

Performance vs the market

Total price return against the S&P 500 (SPY) and the median of US stocks in the same sector.

IBKR−7.1%
Sector median−1.1%
S&P 5000.0%
IBKR−7.0%
Sector median−1.6%
S&P 500+4.7%
IBKR+9.2%
Sector median+4.3%
S&P 500+8.7%
IBKR+27.8%
Sector median+15.0%
S&P 500+15.8%
1-month rank in the S&P 500427 / 497
3-month rank in its sector · Financial Services483 / 688

Chart structure

Read by our daily-bar structure engine from swing highs, swing lows and moving averages.

Intermediate downtrend · Low consolidationAwaiting confirmation

Holding since Oct 21, 2026

  • Close below EMA20 below EMA50
  • EMA50 fell over the last ten sessions
  • Some swings conflict with the averages
  • Intermediate and long-term directions differ
This pattern on this stock

37 occurrences in 10 years. The median move over the next 20 sessions was +1.2%, positive 59% of the time, against +1.8% for any day in the same period.

Reference zone, stop and targets for this structureSee the trade plan in Hub ↗

Analyst earnings revisions

Changes to the consensus forward-EPS estimate. Rising estimates mean analysts see more profit ahead.

Forward EPS$3.31
30-day change+4.2%
90-day change+10.5%
Mean target$104.04 +21.9%
Raised (30d) 8Cut (30d) 1

16 analysts cover the stock

Fundamental shape vs peers

Six dimensions on fixed scales. The filled shape is the company; the outline is the peer average.

Open the full Radar with every ratio
ValuationRevisionsMomentumGrowthCashProfit

Ahead of peersRevisions, Profit

Behind peersValuation, Growth

PeersMS · GS · SCHW · HOOD

Where it sits in the supply chain

Capital Markets & Asset Management · Managers & brokers

Explore the full chain map in Hub
Supplied by
Indexes, ratings & data+10.1%
SPGI+10.1%1 monthMCO+2.5%1 monthMSCI+10.1%1 monthFDS+15.7%1 monthBR+9.4%1 month
Exchanges & clearing+6.9%
CME+10.7%1 monthICE+3.1%1 monthNDAQ+1.7%1 monthCBOE+19.5%1 month
Its segment
Brokers & wealth managers−5.7%
GS−4.7%1 monthMS−6.6%1 monthSCHW−8.7%1 monthIBKR−7.1%1 monthAMP−4.3%1 monthRJF−2.0%1 month

Trading, financing and wealth businesses have different revenue drivers.

Sells into
Households & institutions

Figures are each company's 1-month return; the segment shows its median · Doubler daily batch · company chain maps

Risk profile

Max drawdown, 12M−18.7%
Volatility, 60D39.4%
From 52-week high−13.0%
From 52-week low+40.1%
Trailing P/E32.6×
Forward P/E25.8×

Themes

  • Digital Banking3M rank 32 / 67
GSGoldman SachsMSMorgan StanleySCHWCharles SchwabAMPAmeriprise Financial, Inc.RJFRaymond James Financial, Inc.SPGIS&P GlobalMCOMoody'sMSCIMSCI Inc.

Track this stock every day

Hub adds the daily brief, StockFlow factor flow, trade plans and alerts for your watchlist.

Open in Hub ↗