IBKR · NASDAQ · STOCK
Interactive Brokers (IBKR) Stock Analysis
$93.22
52W $58.95 – $98.75
54/100
$156.72B
35.8
1.35
Is IBKR Bullish or Bearish?
Mixed.
Innellis AI committee rates Interactive Brokers (IBKR) Watch with a composite score of 54/100
, based on 6 analysts with 33% agreement.
Last updated September 21, 2026.
What Would Change This View
- Upgrade to Buy
- Requires a committee score of 60.0 — +6.03 from today. Applies on the first day at or above the line; upgrades are never dampened.
- Downgrade to Reduce
- Requires the score to fall below 40.0 — -13.97 from today. The band boundary is 45.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.
Executive Summary
The committee is genuinely divided. Growth Analyst sees a compelling case — eps growing 31.5% yoy. Risk Analyst remains cautious — high leverage (debt-to-equity 4.62) amplifies downside in a stress scenario. This disagreement is itself the signal — the setup is not clean in either direction.
Bull & Bear Case
Bull Case
- ROE of 20.5% shows genuine earnings power backing the valuation — Value
- EPS growing 31.5% YoY — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
Bear Case
- P/E of 136.6 is expensive by classic value standards — Value
- Price-to-book of 20.3x prices in significant intangible value — Value
- Debt-to-equity of 4.62 adds balance-sheet risk to the value case — Value
- MACD histogram negative -- bearish momentum — Technical
- High leverage (debt-to-equity 4.62) amplifies downside in a stress scenario — Risk
- Current ratio of 0.98 is tight -- limited short-term liquidity cushion — Risk
Both cases are generated from quantitative data signals, not qualitative or
forward-looking judgement. They summarise what the numbers say today.
Price History (6M)
AI Investment Committee
Committee Consensus
As of September 21, 2026
Overall Committee Score
54/100
Agreement
33%
Analysts
6
Conviction
Contested
Sector Rank
Top 81%
of 211 Financial Services peers
Value Analyst
bearish
40
/ 100 · High confidence
Multiples don't clear a genuine value bar here, or cheapness looks justified by weak fundamentals
+ ROE of 20.5% shows genuine earnings power backing the valuation
− P/E of 136.6 is expensive by classic value standards
Growth Analyst
bullish
78
/ 100 · High confidence
Strong, accelerating growth with consistent execution
+ EPS growing 31.5% YoY
Technical Analyst
neutral
48
/ 100 · High confidence
Mixed or range-bound price action
− MACD histogram negative -- bearish momentum
Risk Analyst
bearish
32
/ 100 · Moderate confidence
Elevated risk from leverage, volatility, event exposure, or portfolio concentration -- size accordingly
− High leverage (debt-to-equity 4.62) amplifies downside in a stress scenario
Macro Analyst
bullish
65
/ 100 · Low confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
News Analyst
neutral
60
/ 100 · Low confidence
News flow is mixed or quiet -- no strong signal either way right now
Portfolio Manager
neutral
45
/ 100 · High confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− Sector concentration is already high (HHI 2517.06)
Investment Thesis Evolution
Committee score moved marginally from 54.0 to 54.0.
- New bearish signals: 1 appeared.
- Bearish pressure eased: 1 signal(s) disappeared.
Analyst-level changes:
- Portfolio Manager: +1 bearish signal(s).
Comparing 2026-09-20 to 2026-09-21 (1 day apart).
Technical Analysis
RSI (14)
50.9
Neutral
MACD Histogram
-0.422
Bearish Momentum
Trend Direction
Sideways
Weekly: Uptrend
Market Structure
Mixed
Support
$85.43
Resistance
$97.74
Bollinger %B
0.38
Inside Bands
Price vs Moving Averages
EMA 9
$89.91
Above
EMA 21
$90.90
Above
EMA 50
$90.81
Above
EMA 200
$82.19
Above
Fundamental Analysis
Valuation
42
Growth
83
Profitability
62
Financial Health
50
Cash Flow
70
Valuation
P/E Ratio
35.8×
P/B Ratio
6.88×
PEG Ratio
1.13
Dividend Yield
0.37%
52W High
$98.75
52W Low
$58.95
Quality & Growth
ROE
1834.8%
ROA
48.4%
Gross Margin
9333.8%
Operating Margin
8708.9%
Revenue Growth YoY
—
Debt / Equity
7.69
AI Fundamental Assessment
P/E ratio of 35.8 (rich relative to a 15-40x range); Price-to-book of 6.9x; PEG ratio of 1.1 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 18.3%; Return on assets of 0.5%; Net margin of 10.1%; Gross margin of 93.3%; Current ratio of 17791.62 (healthy short-term liquidity); Debt-to-equity of 7.69; Free cash flow per share is positive (35.35); Most recent quarter beat estimates by 6.0%; EPS growth accelerating (-7.7% -> +15.0% QoQ); Average YoY EPS growth of 35.3%; Analyst estimates rising over recent quarters
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