IBKR US EQUITY Financials Investment Banking & Brokerage CIK: 1381197

Interactive Brokers (IBKR) Quant Factor Diagnostic & Fair Value Model

Interactive Brokers (Ticker: IBKR) is listed in the Financials sector (Investment Banking & Brokerage). Below is its point-in-time financial profile, valuation multiples, and cross-sectional factor diagnostics.

$80.28

-2.43% Latest Close (2026-10-23)

Market Cap: $36.37B

P/E Ratio: 29.1

Momentum Strength 3M / 12M

-12.99%

1M: -10.62% 12M: +23.95%

Quality (ROE) Point-in-Time

Trailing Return on Equity

Technical Trend RSI 14

33.4

SMA50: $89.44 SMA200: $82.72

Valuation Multiplier Trailing

29.1

Moderate Valuation Corridor (15x - 30x P/E)

📊 Valuation & Multi-Factor Diagnostic

Moderate Valuation Corridor (15x - 30x P/E)

IBKR trades within a typical sector multiple band (29.1x P/E), broadly aligned with trailing earnings.

Compare in Screener

⚡ Benchmark Factor Strategy

S&P 500 Momentum Alpha Strategy

This strategy applies cross-sectional momentum and quality factor filters across large-cap US equities.

Strategy Marketplace Open Strategy →

📈 Daily Candlestick & Volume Quant Chart

Interactive lightweight price action & volume breakdown over recent 90 trading days.

均线多头 (MA20/50) Piotroski F-Score: 4/9 (Moderate Financial Health)

Official Point-in-Time Financial Filing History

Zero Lookahead Bias: Every financial metric is timestamped at the exact moment officially published to the market.

备案 CIK: 1381197 · 10-K 年报 / 10-Q 季报

Form	Period End	Filing Timestamp (Point-in-Time)	Revenue	Net Income	Operating CF	EPS (Diluted)
10-Q	2026-06-30	2026-08-06	-	-	$9.83B	$0.69
10-Q	2025-12-31	2026-08-06	-	-	-	-
10-Q	2025-06-30	2026-08-06	-	-	$9.72B	$0.51
10-Q	2026-03-31	2026-05-07	-	-	$3.61B	$0.59
10-Q	2025-03-31	2026-05-07	-	-	$2.58B	$0.48
10-K	2025-12-31	2026-02-27	-	-	$15.81B	$2.22
10-K	2024-12-31	2026-02-27	-	-	$8.72B	$1.73
10-K	2023-12-31	2026-02-27	-	-	$4.54B	$1.42

💡 Methodology & Frequently Asked Questions

Key reference details regarding Interactive Brokers (IBKR) valuation multiples, momentum factors, and point-in-time filing conventions.

How should IBKR's current valuation multiple be interpreted? ↓

IBKR trades at a trailing P/E of 29.1x within the Financials sector (moderate valuation corridor (15x - 30x p/e)). Valuation multiples are computed using trailing-twelve-month GAAP earnings against the latest close price.

What are IBKR's key momentum and technical factor indicators? ↓

As of the latest close, IBKR shows a 1-month return of -10.62%, 3-month return of -12.99%, and 12-month return of +23.95%, with a 14-day RSI of 33.4. Momentum factors reflect short- and intermediate-term price velocity across the equity cross-section.

What is Point-in-Time (PIT) financial data and why does it matter for IBKR? ↓

Point-in-Time indexing aligns corporate fundamentals with their official public filing timestamps (Form 10-Q/10-K) rather than accounting period-end dates. This methodology eliminates lookahead bias in historical equity backtests.

How can IBKR be incorporated into systematic factor models? ↓

IBKR can be evaluated within customized multi-factor models or screened against cross-sectional filters (such as momentum quintiles and return on equity) to analyze historical turnover and risk-adjusted return.