Interactive Brokers Group, Inc. (IBKR) Fair Value 2026

IBKR · Capital Markets ·

By CirclFi Research Team · Data from SEC EDGAR, FRED & GDELT

Quality Score

9.0 /10

32 fundamental signals · 5 models active

Value Trap Risk

SAFE (0/100)

Quick Summary — As of 2026-08-27, Interactive Brokers Group, Inc. (IBKR) trades at $96.55, versus a $16.61 median fair value across its 5 active models — 82.8% below the current price. QOC: 9.0/10. Value Trap Risk: 0/100 (SAFE). 5/13 models active.

Key Facts

Ticker
IBKR
Price
$96.55
Quality Score
9.0/10
Value Trap Risk
0/100
Models Active
5/13
Last Updated
Strength: Quality Score of 9.0/10 indicates strong fundamentals
Risk: Majority of models suggest overvaluation

Is Interactive Brokers Group, Inc. (IBKR) Undervalued or Overvalued in 2026?

According to CirclFi’s 5-model valuation engine, Interactive Brokers Group, Inc. (IBKR) appears overvalued as of : the median of 5 independent fair value estimates is $16.61, 82.8% below the current price of $96.55. Estimates range from $3.42 to $65.15. IBKR scores 9.0/10 on fundamental quality and 0/100 on value-trap risk.

For context, the median US equity CirclFi rates trades at an implied -23.7% versus its own 13-model consensus, across 3,801 rated companies as of 2026-08-27. IBKR’s -82.8% gap is wider than that market norm, and the Capital Markets sector median is -34.6%. Full market index →

This verdict compares price to intrinsic value only — it is not a buy or sell rating. For the decision case (bull vs bear arguments, risk factors, peers), read Should You Buy Interactive Brokers Group, Inc. Stock in 2026? →

What Fair Value Does Each Model Give IBKR?

5 Intrinsic Value Models vs. Current Price ($96.55)

Core Models (Unlocked)
Model Fair Value Upside
Intrinsic · High Conviction
 $3.42 -96.5%
Ensemble · Low Conviction
 $16.61 -82.8%
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What Is IBKR's Fair Value Range?

Spread across 5 independent models · $3.42 to $65.15

CirclFi's 5 active models place Interactive Brokers Group, Inc. (IBKR) between $3.42 and $65.15 per share, a spread of 372% of the median. The median of that range — $16.61 — is the fair value CirclFi publishes for IBKR, against a current price of $96.55.

Low · EPVHigh · Regime Cross
$3.42median $16.61$65.15
Where the range comes from
Most bearish modelEarnings Power Value (EPV)$3.42
Most bullish modelRegime Cross-Sectional$65.15
Model agreement0 bullish · 5 bearishwide

A band this wide is itself the finding. When independent methods land far apart, they are reading a business whose value depends heavily on which lens you apply — volatile earnings, heavy reinvestment, or an asset base that cash-flow and asset-based methods score differently. That disagreement is information: it says the choice of method matters more than usual for IBKR. Treat the median as one reading among several and compare the individual models below before acting.

Every figure above is one model's standalone output on IBKR, not a CirclFi price target. How each model works →

What Is Interactive Brokers Group, Inc. (IBKR) Worth in 2026?

According to the CirclFi Deep Alpha Valuation Engine, Interactive Brokers Group, Inc.'s intrinsic value is estimated at $16.61. Trading at its current price of $96.55, the valuation engine raises significant caution: 5 of 5 models flag downside risk, projecting a median implied return of -82.8%. Model dispersion is worth noting: Regime Cross targets $65.15 (-32.5%), versus EPV at $3.42 (-96.5%). This +63.9% range highlights the importance of multi-model analysis rather than relying on any single methodology.

What Do the Models Say About IBKR?

5 of 13 models are currently active for IBKR. All 5 active models suggest the stock trades above fair value. Taken together, their median fair value for IBKR is $16.61 — the figure CirclFi publishes as this stock's fair value. See which stocks rank higher →

How Does IBKR Rank in Capital Markets?

Among 103 Capital Markets stocks, IBKR ranks #7 by Quality of Company score. CirclFi's QOC score of 9.0/10 evaluates 32 fundamental signals. A score of 9.0 places IBKR in the top tier.

See all Most Undervalued Capital Markets Stocks →

Interactive Brokers Group, Inc.'s positioning within the Capital Markets segment means that net interest margin (NIM) plays an outsized role in fundamental analysis. The sector's unique characteristics — including fee income diversification — shape both the opportunity set and risk profile.

Is IBKR a Value Trap?

CirclFi's Value Trap algorithm assigns IBKR a score of 0/100 (SAFE). This indicates minimal risk. Fundamentals are healthy. The score cross-references apparent undervaluation against fundamental deterioration signals. Browse lowest value-trap stocks →

Multi-Model Methodology

5 of 13 models are active for Interactive Brokers Group, Inc.. Limited activation may indicate insufficient history. Each model applies a fundamentally different valuation philosophy. See the complete methodology →

According to the CirclFi Quality of Company (QOC) framework, Interactive Brokers Group, Inc. earns a quality score of 9.0/10. This robust rating reflects the company's standing across 32 fundamental signals spanning profitability, growth consistency, balance sheet strength, and capital allocation efficiency.

The gap between the most bullish and bearish model spans +63.9% — demonstrating why single-model analysis is dangerous. Browse all stocks with 13-model coverage →

Data Sources & Confidence

Every IBKR valuation is built from SEC EDGAR XBRL filings — 700+ standardized financial tags. Macroeconomic context from FRED calibrates discount rates, while GDELT news sentiment feeds into our Sentiment SOTP model. All pipelines run daily. Read the complete data methodology →

Across IBKR's 5 active models, average confidence is 38%. Lower confidence may reflect limited history or high volatility.

CirclFi's output is a research starting point, not a buy/sell signal. All data updates daily. Read the full methodology →

This analysis is produced by the CirclFi Valuation Engine using quantitative models applied to SEC EDGAR filings, public market feeds, and FRED macroeconomic indicators. It is not financial advice.

Read the full investment analysis: Should You Buy Interactive Brokers Group, Inc. Stock in 2026? →

Bull case, bear case, risk factors & peer comparison — updated daily

Which Similar Capital Markets Stocks Should You Also Analyze?

11 related Capital Markets stocks with 13-model coverage

SCHWThe Charles Schwab CorporationQOC 9.0HLIHoulihan Lokey, Inc.QOC 8.7PIPRPiper Sandler CompaniesQOC 9.1EVREvercore Inc.QOC 8.6XPXP Inc.QOC 9.1SIEBSiebert Financial Corp.QOC 8.6MSMorgan StanleyQOC 7.1WULFTeraWulf Inc.QOC 5.6NAKANakamoto Inc.QOC 4.3FUTUFutu Holdings LimitedQOC 9.8HOODRobinhood Markets, Inc.QOC 9.7

Read investment analysis: SCHW · HLI · PIPR · EVR · XP · SIEB · MS · WULF · NAKA · FUTU · HOOD

Which Other Stocks Have a Similar Quality Score to IBKR?

7 companies across all industries closest to IBKR’s Quality of Company score of 9.0/10.

GTESGates Industrial Corporation Ltd.QOC 9.0JKHYJack Henry & Associates, Inc.QOC 9.0QNSTQuinStreet, Inc.QOC 9.0GGenpact LimitedQOC 9.0OKTAOkta, Inc.QOC 9.0CRHCRH plcQOC 9.0NVDANVIDIA CorporationQOC 10.0

Read investment analysis: GTES · JKHY · QNST · G · OKTA · CRH · NVDA

Where Does IBKR Sit in CirclFi's Capital Markets Rankings?

IBKR is ranked against every other Capital Markets stock CirclFi covers in each of these screens.

See all Capital Markets stocks ranked →

What Else Do Investors Ask About Interactive Brokers Group, Inc.’s Valuation?

What is Interactive Brokers Group, Inc.'s intrinsic value in 2026?

CirclFi puts Interactive Brokers Group, Inc. (IBKR)'s intrinsic value at $16.61 — the median of 5 independent model estimates as of 2026-08-27, ranging from $3.42 to $65.15. The Quality of Company score is 9.0/10 across 32 fundamental signals. All models use SEC EDGAR filings updated daily. See our methodology page for how each model works.

Is IBKR overvalued or undervalued right now?

At $96.55, 0 of 5 active models suggest IBKR may be undervalued, while 5 indicate potential overvaluation. The median of all 5 fair value estimates is $16.61, 82.8% below the current price of $96.55 — a consensus view that IBKR is overvalued. The assessment depends on which methodology best fits Interactive Brokers Group, Inc.'s business model in Capital Markets.

What does a Quality of Company score of 9.0 mean for IBKR?

Interactive Brokers Group, Inc.'s QOC of 9.0/10 reflects 32 fundamental signals: profitability margins, revenue growth consistency, balance sheet leverage, free cash flow generation, and capital allocation efficiency. Scores above 7 indicate strong fundamentals and disciplined management.

How many valuation models does CirclFi run on IBKR?

CirclFi analyzes IBKR with 13 institutional-grade models daily: Bayesian DCF (Monte Carlo + jump-diffusion), EPV (Greenwald zero-growth), EROIC Spread (McKinsey reinvestment), First Chicago (3-scenario), Markov DDM (regime-switching), ML-RIV (machine learning residual income), Dynamic NAV (asset-based), PWERM (option-theoretic), Regime Cross-Sectional (relative), Sentiment SOTP (hybrid), CUCE Ensemble (meta-model), FTNN Topology (neural network), and RCMH-DCF (conditional regime). Currently 5 of 13 are active for this stock. Read the full methodology →

Which valuation models are most bullish and most bearish on IBKR?

Of the 5 models currently active on IBKR, Regime Cross-Sectional is the most bullish at $65.15 per share, and Earnings Power Value (EPV) is the most bearish at $3.42. CirclFi's published fair value for IBKR is the median of that range, $16.61, not either extreme. The gap between the two ends equals 372% of the median — a wide spread, meaning the methods genuinely disagree and the median should carry less weight. Browse stocks by value-trap risk →

Is IBKR a value trap in 2026?

Interactive Brokers Group, Inc.'s Value Trap score is 0/100 (SAFE). This low score indicates the current valuation is not artificially depressed by fundamental deterioration, suggesting genuine opportunity rather than a trap.

Cite this analysis — “According to CirclFi’s 5-model valuation engine, Interactive Brokers Group, Inc. (IBKR) has a median fair value of $16.61 — 82.8% below the current price of $96.55 — as of 2026-08-27.” Source: circlfi.com/stock/IBKR/ · Methodology
Primary sources for this IBKR valuation
  • Financial statements: Interactive Brokers Group, Inc. 10-K and 10-Q filings on SEC EDGAR (CIK 0001381197) — 700+ standardized XBRL tags, published by the U.S. Securities and Exchange Commission.
  • Discount-rate inputs: FRED, Federal Reserve Bank of St. Louis — risk-free rates, VIX, yield curve, inflation.
  • News sentiment: The GDELT Project — global media tone, input to the Sentiment SOTP model.
  • Model definitions: CirclFi methodology — the published specification for all 13 models, including the academic sources each one implements.

Market data for IBKR as of ; valuations recomputed .

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