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IBKR

Interactive Brokers Group, Inc. Financial Services As of 2026-06-18
Quality Top tier
Valuation Expensive
Risk Moderate
Active signals Active 52-week adjusted-price high Top-quintile 6-month momentum Filed revenue acceleration
96 Close (USD)
+45.33% 60-day
  • Quality is top-tier. Operating margin ranks above roughly 97% of the liquid US common-stock universe. TTM ROE is about 18.6%.
  • Valuation is expensive. TTM P/E is in the 88th percentile, above most peers.
  • Recent volatility is moderate. 60-day annualized volatility is near the 57th percentile. Average 20-day dollar volume is about $478.3M.
  • Signals are active now. 52-week adjusted-price high, Top-quintile 6-month momentum, Filed revenue acceleration currently holds; the tables below show what followed in this stock’s own history.

Factor profile

Factor radar Neutral Valuation
40
ValuationQualityGrowthMomentumRisk / liquidity

Valuation

Indicators in this group are ranked by market percentile; lower valuation and volatility are better.

40 Neutral
TTM P/E 41.38
Expensive
Price / book 7.66
Expensive
Free-cash-flow yield (%) 76.32
Top

Historical evidence

Signals active now

Each active condition is tested against this stock’s own history and benchmarked versus the S&P 500.

52-week adjusted-price high

Active

Adjusted close first reaches a 252-trading-day high; repeated hits within 20 days count once.

18 historical occurrences (since 2017-07-28)
Average forward return after 52-week adjusted-price high。20-day: Win 88.9%, Sample 18, Median +5.9%, Excess +3.98%, Beat mkt rate 77.8%；60-day: Win 64.7%, Sample 17, Median +4.64%, Excess +4.48%, Beat mkt rate 52.9%；120-day: Win 68.8%, Sample 16, Median +8.18%, Excess +4.01%, Beat mkt rate 62.5%

120 days after: historical avg +10.28%

20-day +4.56%
60-day +6.15%
120-day +10.28%
20-day
60-day
120-day
Win
88.9%
64.7%
68.8%
Sample
18
17
16
Median
+5.9%
+4.64%
+8.18%
Excess
+3.98%
+4.48%
+4.01%
Beat mkt rate
77.8%
52.9%
62.5%

Over 16 occurrences, 120-day forward avg gained 10.28%, beat the market by 4.01 pts; win rate 68.8%.

Top-quintile 6-month momentum

Active · now 83.22033898305085%

The stock ranks in the top 20% of the liquid US common-stock universe by 126-day adjusted return.

16 historical occurrences (since 2017-09-19)
Average forward return after Top-quintile 6-month momentum。20-day: Win 73.3%, Sample 15, Median +7.01%, Excess +3.48%, Beat mkt rate 73.3%；60-day: Win 80%, Sample 15, Median +10.95%, Excess +9.2%, Beat mkt rate 60%；120-day: Win 86.7%, Sample 15, Median +15.14%, Excess +18.13%, Beat mkt rate 80%

120 days after: historical avg +25.78%

20-day +4.57%
60-day +13.94%
120-day +25.78%
20-day
60-day
120-day
Win
73.3%
80%
86.7%
Sample
15
15
15
Median
+7.01%
+10.95%
+15.14%
Excess
+3.48%
+9.2%
+18.13%
Beat mkt rate
73.3%
60%
80%

Over 15 occurrences, 120-day forward avg gained 25.78%, beat the market by 18.13 pts; win rate 86.7%.

Filed revenue acceleration

Active · now 12.675010606703442%

TTM revenue growth is at least 10% and improved versus the prior filed quarter; event date is the SEC filing date.

11 historical occurrences (since 2018-05-09)
Average forward return after Filed revenue acceleration。20-day: Win 45.5%, Sample 11, Median -3.19%, Excess -3.07%, Beat mkt rate 36.4%；60-day: Win 30%, Sample 10, Median -11.54%, Excess -6.3%, Beat mkt rate 30%；120-day: Win 30%, Sample 10, Median -8.05%, Excess -10.33%, Beat mkt rate 10%

120 days after: historical avg -10.13%

20-day -2.28%
60-day -5.37%
120-day -10.13%
20-day
60-day
120-day
Win
45.5%
30%
30%
Sample
11
10
10
Median
-3.19%
-11.54%
-8.05%
Excess
-3.07%
-6.3%
-10.33%
Beat mkt rate
36.4%
30%
10%

Over 10 occurrences, 120-day forward avg declined 10.13%, lagged the market by 10.33 pts; win rate 30%.

Valuation regime and forward returns

Daily TTM P/E is converted into an expanding own-history percentile, then grouped into five valuation regimes. Forward returns use adjusted prices over the next 240 trading days.

PE percentile bandSample days240-day avg returnMedianWin rateAvg excess (vs index)
0-20 607+46.1% +42.7% 82.4% +33.1%
20-40 280+41% +35.9% 91.1% +25.7%
40-60 250+29.8% +25.6% 84.8% +12.3%
60-80 175+33.9% +42% 85.7% +16.2%
80-100 You are here21Insufficient data

Quarterly EPS is aligned by SEC filing date before it is forward-filled to daily prices. The expanding percentile uses only information available up to each day.

Current TTM P/E is about 41.38, placing it in the 90.3 own-history percentile, inside the 80-100 bucket.

Valuation × momentum analogs

Each historical day is grouped by own-history P/E tercile and 60-day momentum direction, then tested for the next 120-trading-day adjusted return.

Valuation
Momentum
Cheap (own-history bottom third)
Middle
Expensive (own-history top third)
60-day momentum up
+17.1%
Win rate 76.3% Excess +10.2%
384d
+11.7%
Win rate 72.5% Excess +3.2%
335d
Now
+14.7%
Win rate 89.5% Excess +8.6%
229d
60-day momentum down
+23.2%
Win rate 89.4% Excess +16.7%
416d
+45.6%
Win rate 100% Excess +27.5%
70d
Insufficient data
(19d)

Currently in “Expensive (own-history top third) × 60-day momentum up”: across 229 historical days, 120-day forward avg gained 14.7%, win rate 89.5%, beat the market by 8.6%.

Days = trading days in this bucket; returns use adjusted prices, ex-costs. 60-day momentum: direction of this stock's price over the past 60 trading days.

Market-wide momentum baseline

Across 94,737 liquid US common-stock samples, top-quintile 6-month momentum was followed by an average 60-trading-day return of +6.40%, a 58.3% positive-return rate, and +3.10 percentage points of average excess return versus the S&P 500.

Baseline: weekly samples since 2016 where a liquid US common stock ranked in the top quintile by 126-trading-day momentum. Forward return is 60 trading days; excess return is versus S&P 500 (^GSPC).

Signals not active now

Inactive signals still show the stock-specific historical forward-return distribution for context.

EPS surprise beat

Pending

Reported EPS beat consensus estimate by at least 5%; event date is the earnings-surprise timestamp.

21 times historically; 60-day forward avg +0.78%, win rate 50%, beating the market by -1.89 pts on average.

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Method and limits

  • Returns use us_price:adj_close, adjusted for splits and dividends where available.
  • Excess returns use world_index:^GSPC as the S&P 500 benchmark proxy.
  • Quarterly fundamentals are aligned to SEC filing dates before daily valuation studies.
  • The promoted universe starts from active NYSE/NASDAQ common stocks, then applies price and dollar-volume gates.
  • Snapshot-only tables such as analyst consensus, DCF, us_ratios, and us_key_metrics are intentionally excluded from historical evidence.
  • Overlapping event windows are descriptive distributions, not independent samples.

This page is for historical data analysis and education only. It is not investment advice. Backtests and historical return distributions do not predict future performance; evaluate risk independently before trading.