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[BLOG] Idea Brunch

Added to YB: 2025-11-26

Pitch date: 2025-11-24

IBKR [bullish]

Interactive Brokers Group, Inc.

+3.03%

current return

Author Info

Idea Brunch is an interview series where great off-the-beaten-path investors share their best ideas and insights about their research process. Yellowbrick users get a 20% discount for life

Company Info

Interactive Brokers Group, Inc. operates as an automated electronic broker in the United States and internationally.

Market Cap

$28.3B

Pitch Price

$62.26

Price Target

100.00 (+56%)

Dividend

0.50%

EV/EBITDA

N/A

P/E

30.69

EV/Sales

N/A

Sector

Capital Markets

Category

growth

Show full summary:
Idea Brunch #2 with Marc Werres of Hinde Group - Interactive Brokers Group, Inc.

IBKR: Up 60% since last pitch as rate cut fears proved overblown. Net interest income still grew 6.9% YOY in Q3 despite Fed cutting 150bps from peak. Expecting mid-teens earnings growth over 7 years. Stock needs $100+ to reach market-level returns, suggesting upside remains.

Read full article (3 min)