Interactive Brokers (IBKR) Gains from Investment Securities (2009 - 2024)
Interactive Brokers (IBKR) posted Gains from Investment Securities of -$8.0 million for Q1 2024, down 14.29% sequentially from -$7.0 million in Q4 2023, and down 366.67% YoY from $3.0 million in Q2 2023.
Interactive Brokers (IBKR) Gains from Investment Securities (2009 - 2024) Analysis & Trends
Interactive Brokers has reported Gains from Investment Securities for 16 years, with the latest figure at -$8.0 million in Q1 2024.
- Quarterly Gains from Investment Securities fell 366.67% year-over-year to -$8.0 million in Q1 2024, while the trailing twelve-month figure through Mar 2024 was $3.0 million (up 105.77% YoY) and the FY2023 annual result came in at $14.0 million, up 275.0% from the prior year.
- Gains from Investment Securities fell to -$8.0 million in Q1 2024 per IBKR's latest filing, from -$7.0 million in the prior quarter.
- Over five years, Gains from Investment Securities peaked at $117.0 million in Q2 2021 and troughed at -$180.0 million in Q3 2021.
- A 5-year average of $3.1 million and a median of $3.0 million in 2023 frame the typical range for Gains from Investment Securities.
- The widest YoY moves for Gains from Investment Securities: up 668.42% in 2021, down 1900.0% in 2021.
- Over 5 years, Gains from Investment Securities stood at $42.0 million in 2020, then slumped by 228.57% to -$54.0 million in 2021, then soared by 109.26% to $5.0 million in 2022, then slumped by 240.0% to -$7.0 million in 2023, then decreased by 14.29% to -$8.0 million in 2024.
- According to Business Quant data, Gains from Investment Securities over the past three periods registered -$8.0 million, -$7.0 million, and $28.0 million for Q1 2024, Q4 2023, and Q3 2023 respectively.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | Morgan Stanley | 333.21 Bn | 173.07 Bn | - |
| 2 | Goldman Sachs | 311.14 Bn | -665.21 Bn | - |
| 3 | Schwab Charles | 196.95 Bn | 123.36 Bn | - |
| 4 | Robinhood Markets | 93.19 Bn | 75.81 Bn | 1.20 Bn |
| 5 | Interactive Brokers | 41.71 Bn | -22.59 Bn | - |
| 6 | LPL Financial Holdings | 29.06 Bn | 26.36 Bn | - |
| 7 | Tradeweb Markets | 23.03 Bn | 20.97 Bn | - |
| 8 | Circle Internet | 21.70 Bn | 19.97 Bn | 288.85 Mn |
| 9 | Futu Holdings | 16.14 Bn | 214.18 Mn | 733.58 Mn |
| 10 | UP Fintech Holding | 13.78 Bn | 13.78 Bn | - |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2024 | -8.00 Mn |
| Mar 31, 2024 | -8.00 Mn |
| Dec 31, 2023 | -7.00 Mn |
| Dec 31, 2023 | -7.00 Mn |
| Sep 30, 2023 | 28.00 Mn |
| Sep 30, 2023 | 28.00 Mn |
| Jun 30, 2023 | -10.00 Mn |
| Jun 30, 2023 | -10.00 Mn |
| Mar 31, 2023 | 3.00 Mn |
| Mar 31, 2023 | 3.00 Mn |
| Dec 31, 2022 | 5.00 Mn |
| Dec 31, 2022 | 5.00 Mn |
| Sep 30, 2022 | -6.00 Mn |
| Sep 30, 2022 | -6.00 Mn |
| Dec 31, 2021 | -54.00 Mn |
| Dec 31, 2021 | -54.00 Mn |
| Sep 30, 2021 | -180.00 Mn |
| Sep 30, 2021 | -180.00 Mn |
| Jun 30, 2021 | 117.00 Mn |
| Jun 30, 2021 | 117.00 Mn |