Hold. IBKR scores well on Leadership Alignment (75/100)—founder-CEO Thomas Peterffy maintains significant ownership, ensuring long-term stewardship—but Vulnerability Profile is maximal due to reliance on interest-rate spreads and trading volatility, leaving limited moat beyond financial buffers. Growth metrics (55/100) don't justify the 30.5× forward multiple.
Every stock is scored across six proprietary dimensions built for retail investors who want Buffett-quality analysis without a Bloomberg subscription. Here's the actual snapshot for IBKR:
Quality + moat + leadership + valuation + sentiment fused into a single 0–100 number. When you see 61/100, you know instantly whether to dig deeper or skip.
Pricing power, switching costs, network effects, and 10-year ROIC data. Same framework Morningstar charges for — free inside Stocky.
Founder tenure, insider ownership, CEO pay reasonableness, long-term value creation. Six factors, one score — turns "trust the CEO" into evidence.
Customer concentration, supply chain, refinancing walls, regulatory exposure. Stocky maps knowable fragilities so you're never blindsided.
Every score backtested against real S&P 500 returns. See how "Elite" (90+ Verdict) picks have performed vs the index — no black boxes.
Analyst target shifts, insider buys, big moves — plus a monthly Portfolio Health Report telling you what's actually driving your returns.
Stocky rates IBKR (IBKR) at 61/100 — a Hold — quality is solid but valuation or risk factors cap upside. The score fuses business quality, moat width, leadership alignment, valuation and analyst signal into a single number. Hold. IBKR scores well on Leadership Alignment (75/100)—founder-CEO Thomas Peterffy maintains significant ownership, ensuring long-term stewardship—but Vulnerability Profile is maximal due to reliance on interest-rate spreads and trading vo
IBKR's current Stocky Verdict is 61/100, placing it in the "Hold" band. This composite combines a 55/100 Compounder score, 75/100 Leadership, Moat rating, and analyst signal.
Stocky hasn't finalised a Moat Score for IBKR yet — the analysis draws from ROIC trends, pricing power evidence, and competitive-position filings.
IBKR scores 75/100 on Leadership Alignment. Higher = more founder involvement, higher insider ownership, sensible pay, and evidence of long-term capital allocation discipline.
IBKR's Vulnerability Profile scores 100/100 (higher = more resilient). The profile flags customer concentration, supply chain, refinancing walls and regulatory risks specific to IBKR.
Sign up free and unlock the full analysis on IBKR — the same tools professional analysts use, personalised to your portfolio:
Free forever tier includes 5 Verdict lookups a day. Plus €19/mo unlocks everything above. Cancel any time.
Or jump straight to the interactive dashboard for IBKR in the app.
