Value
3.0/10data confidence 83%| Component | Sub-score |
|---|---|
| P/E | 3.5 |
| P/S | 0.0 |
| Fwd P/E | 4.1 |
| PEG | 4.2 |
| Analyst target | 3.0 |
- ▸Forward P/E: 29.4x
- ▸PEG: 2.28
- ▸Expensive valuation
IBKR · Why this verdict
Why Interactive Brokers Group (IBKR) is rated SELL
Updated
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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VerdictSELL
Overall score5.2/10
ConfidenceMEDIUM
MacroRISK_OFF
Per-dimension breakdown
Quality
7.2/10data confidence 100%| Component | Sub-score |
|---|---|
| ROE | 7.9 |
| ROA | 1.6 |
| Gross margin | 10.0 |
| Op margin | 10.0 |
| Net margin | 8.1 |
| Current ratio | 4.3 |
| Moat | 7.5 |
| Piotroski F | 7.8 |
- ▸Strong margins: 16%
- ▸Wide economic moat
- ▸Compounder quality: strong returns + growth
- ▸Strong Piotroski F-Score: 7/9
Growth
6.7/10data confidence 67%| Component | Sub-score |
|---|---|
| Rev growth | 6.7 |
| EPS growth | 6.6 |
Momentum
2.9/10data confidence 100%| Component | Sub-score |
|---|---|
| RSI | 5.5 |
| MACD | 0.1 |
| OBV | 1.0 |
| MA position | 6.0 |
| Volume | 1.8 |
- ▸Volume distribution (falling OBV)
- ▸Above 200-day MA
Sentiment
6.4/10data confidence 100%| Component | Sub-score |
|---|---|
| LLM sentiment | 6.5 |
| Analyst rating | 7.0 |
| Price target | 5.5 |
- ▸Light analyst coverage (10.0) — signal dampened
Insider
5.1/10data confidence 50%| Component | Sub-score |
|---|---|
| materiality | 5.0 |
| holder change | 5.2 |
- ▸Negligible insider selling — $1,994,327 (0.001% of mkt cap)
Peer rank
3.0/10data confidence 80%| Component | Sub-score |
|---|---|
| value rank | 0.9 |
| quality rank | 6.4 |
| growth rank | 4.6 |
Technical
6.4/10data confidence 100%| Component | Sub-score |
|---|---|
| bollinger | 5.7 |
| support resistance | 5.5 |
| 52w position | 8.5 |
| gap | 6.0 |
Risk (lower is worse)
5.8/10data confidence 100%| Component | Sub-score |
|---|---|
| short interest | 8.5 |
| days to cover | 8.2 |
| volatility | 2.5 |
| put call | 8.7 |
| implied vol | 3.9 |
| beta | 5.7 |
| debt equity | 4.0 |
| news risk | 5.0 |
Catalyst
6.3/10data confidence 100%| Component | Sub-score |
|---|---|
| erm | 5.0 |
| earnings history | 10.0 |
| earnings timing | 5.0 |
| surprise avg | 5.8 |
| dividend safety | 5.2 |
| news activity | 7.0 |
- ▸Strong earnings: 3B/0M
- ▸Dividend: 41.0%
How the verdict was assembled
Engine trigger
Multiple concerning factors. Consider reducing position.
Engine technical detail
verdict_path:
L4:PATH_F_SELLPassed (6)
- INSIDER:OK
- 8K:CLEAN
- NEWS_EVENTS:NONE_RECENT
- EARNINGS_PROXIMITY:37d clear
- SEMI_CYCLE_PEAK:CLEAR
- MATERIALS_CYCLE_PEAK:CLEAR
Failed (2)
- MOMENTUM:2.9<4.5
- ASYMMETRY:-1.3=NEGATIVE
Warning (0)
none
Reward-to-Risk
-1.30
Upside
-10.3%
Downside
8.0%
Sizing output
AVOID
SetupRANGE_BOUND — RSI 44 mid-range, Bollinger mid-band
EdgeNO_EDGE — No clear edge identified
SuitabilityAGGRESSIVE — Beta 1.33>1.3
Investment implication
The F-path SELL output reflects an overall score of 5.4 below the 5.6 soft trigger — multiple weakening dimensions accumulated rather than a single hard-floor breach. The strongest dimension ( Quality at 7.2) was not enough to lift the adjusted overall above the threshold. Co-occurring failed gates ( MOMENTUM:2.9<4.5, ASYMMETRY:-1.3=NEGATIVE) reinforce the read. Current asymmetry R:R is -1.30 — supplementary context, not the trigger for this path.
The strongest dimensions are Quality at 7.2, Growth at 6.7, and Sentiment at 6.4; the weakest are Momentum at 2.9, Peer rank at 3.0, and Value at 3.0. The V9 engine flagged 2 failed gates, producing an asymmetric reward-to-risk of -1.30 and an engine sizing output of AVOID.