Equity Clock

Arithmetic Average Seasonal Chart

Geometric Average Seasonal Chart

IBKR Relative to the S&P 500

IBKR Relative to the Sector

% of Revenue Generated in Each Quarter

% of Free Cash Flow Generated in Each Quarter

% of Net Income Generated in Each Quarter

Seasonal Chart Analysis

Analysis of the Interactive Brokers Group, Inc. (NASD:IBKR) seasonal charts above shows that a Buy Date of September 17 and a Sell Date of December 8 has resulted in a geometric average return of 7.39% above the benchmark rate of the S&P 500 Total Return Index over the past 17 years. This seasonal timeframe has shown positive results compared to the benchmark in 14 of those periods. This is a very good rate of success and the return strongly outperforms the relative buy-and-hold performance of the stock over the past 17 years by an average of 5.47% per year.

The seasonal timeframe correlates Poorly with the period of seasonal strength for the Financial sector, which runs from November 22 to April 13. The seasonal chart for the broad sector is available via the following link: Financial Sector Seasonal Chart.

Interactive Brokers is an online brokerage that generates trading commissions (around 31% of net revenue) from facilitating trading in a wide range of products, including equity, options, futures, foreign exchange, bonds, mutual funds, and exchange-traded funds. Interactive Brokers also generates net interest income (about 64% of net revenue) from idle client cash and earns fees (about 6% of net revenue) from ancillary services. Principal trading and other miscellaneous activities are small (about 5% of net revenue). The firm derives about 70% of its net revenue from the US and 30% from international markets.

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Stocks mentioned in this post: IBKR