Each factor with its sector median and, where it's reported per quarter, its last 12 quarters.
IBKRSector12 quartersMarket cap$37.27B$6.02BEnterprise value—$8.09BAvg daily $ volume$318.74M$69.62MDaily turnover0.9%0.9%
IBKRSector12 quartersRevenue CAGR 3y21.9%9.3%Revenue CAGR 5y12.8%7.4%Revenue growth YoY31.5%10.7%Revenue acceleration+13.4 pp−0.5 ppFCF growth YoY—13.9%FCF conversion—111.5%Forward growth (HoM est.)26.7%10.6% IBKRSector12 quartersP/E (trailing)7.6×13.0×P/E (forward, HoM est.)6.0×11.9×P/E vs. sector0.6×1.0×PEG (HoM est.)0.231.33EV/Sales—2.7×FCF yield—7.4%Dividend yield0.3%2.0%Shareholder yield0.3%4.6%
IBKRSector12 quartersQuality checks passed33ROIC—15.0%Gross margin—61.0%Gross margin Δ 3y—+3.8 ppOperating margin—23.7%Operating margin Δ 3y—+2.0 ppShare count Δ 3y8.4%-1.6%Stock compensation / revenue4.5%2.0%Accruals ratio-5.1%-0.5% IBKRSector12 quartersEfficiency ratio22.0%58.5%Net interest income / assets1.8%3.2%Credit cost—0.2%Return on tangible equity82.9%14.6%Equity / assets2.4%13.4%Price / tangible book6.3×1.8× IBKRSector12 quartersDays to next report1313
IBKRSector12 quartersInsider buys (90d)00Insiders buying (90d)00Insider net value (90d)$0-$161.4KInstitutional ownership85.5%85.8%Institutional Δ QoQ−0.7 pp+0.8 ppConviction funds net buying+0.1 pp+0.0 ppActive managers net buying−0.6 pp−0.0 ppActive funds net buying−0.1 pp+0.0 ppDays to cover3.544.49Short % of shares out3.0%4.4%Short interest Δ+0.3 pp+0.1 pp