Recent SEC filings
Insider and ownership filing tracker
Form 4 reports insider transactions. Schedule 13D and 13G filings report certain significant ownership positions. 13F reports institutional holdings when filed by an investment manager. Always open the original filing for context.
Company and financial overview
This is a data-generated overview, not a published Rithvik Chethan research rating. Figures use the latest usable company filing and may differ from vendor-calculated trailing metrics.
Financial performance charts
Annual values from SEC filings. Free cash flow is calculated as operating cash flow less capital expenditures.
Upcoming catalyst timeline
Review the Earnings tab for the expected date and estimates.
4
EMA, RSI, MACD, volume, structure, and key levels update after a completed daily candle.
How the research score works
The overall score is a weighted research judgment covering business quality, fundamental strength, growth catalysts, valuation, technical condition, and downside risk. A high score does not eliminate risk, and a low score does not guarantee poor performance.
Company overview
Interactive Brokers operates an electronic brokerage platform offering access to stocks, options, futures, and other securities across global markets, known for its low cost structure and sophisticated trading tools favored by active traders.
Business model
The company earns revenue from commissions, net interest income on client cash and margin balances, and market making activities, with its highly automated technology platform supporting a lower cost structure than many competitors.
Growth drivers
- Continued client account growth globally
- Net interest income from client cash balances
- International expansion into new markets
- Growing adoption among active and professional traders
Competitive position
Interactive Brokers' low cost structure, broad global market access, and sophisticated trading technology give it a strong position among active traders and international clients seeking direct market access that many competitors do not offer.
Risks
Net interest income is sensitive to interest rate levels, trading volumes can be volatile depending on market conditions, and competition from other low cost brokerages continues to increase across the industry.
Valuation
Interactive Brokers trades at a premium multiple reflecting its consistent account growth and highly efficient, technology driven operating model relative to more traditional brokerage competitors.
Final view
Interactive Brokers' technology driven, low cost model has supported consistent long term account and revenue growth. My view is favorable, with net interest income sensitivity to rates being a factor to watch.
Overall rating: 77/100
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