Key Takeaways IBKR is rolling out stablecoin funding for U.S. retail accounts, allowing deposits from crypto wallets.IBKR said stablecoins are only a funding method, with balances converted to fiat for normal trading.IBKR's move fits broader product expansion as it adds new markets, cards and platforms.Continuing with its efforts to expand the product suite and reach of its services, Interactive Brokers (IBKR) is now allowing retail investors to fund individual brokerage accounts using stablecoins. This mov ...

Key Takeaways IBKR is scaling global market access with connectivity to over 160 markets and expanding regional offerings.Recent additions are Brazilian and UAE equities, zero-commission U.S. trading in Singapore and other.IBKR pairs automation-driven efficiency with rising revenues, and higher dividends amid global growth.Interactive Brokers Group, Inc.’s (IBKR) greatest strength in the brokerage space stems from its deep, multi-asset global market access, which remains unmatched by most retail and even ma ...

Key Takeaways Equity and options DARTs rose in November 2025, while crypto DARTs declined y/y.Robinhood is expanding with AI tools, advanced trading features and broad international offerings.HOOD reported sharp gains in platform assets, deposits, trading volumes and margin balances in November.Robinhood Markets, Inc. (HOOD) reported a year-over-year increase in equity and options Daily Average Revenue Trades (DARTs) in November 2025. Equity DARTs were 2.7 million in the reported month, up 8% from November ...

Core Insights - Two key online brokerage firms, Interactive Brokers Group (IBKR) and Charles Schwab (SCHW), cater to distinct market segments with different strengths [1][6] - Both firms have benefited from increased market volatility and retail investor participation, leading to rising trading revenues and positive growth prospects [2][3] Group 1: Company Performance - Year-to-date, Schwab shares have gained 24.1% while Interactive Brokers stock has rallied 45.4%, outperforming the Zacks Finance sector and the S&P 500 Index [3] - IBKR's technological superiority allows it to process trades on over 160 exchanges, maintaining lower compensation expenses relative to net revenues at 10.4% [7][8] - Schwab holds $11.59 trillion in total client assets, benefiting from deep client relationships and recurring revenue streams [12] Group 2: Strategic Initiatives - Interactive Brokers is expanding globally with initiatives like the Karta Visa card and zero-commission U.S. stock trading in Singapore, enhancing its market share [10][11] - Schwab is modernizing its platform to attract younger investors, with plans to launch spot Bitcoin and Ethereum trading by mid-2026 [16] Group 3: Financial Metrics - The Zacks Consensus Estimate for Schwab's 2025 earnings is $4.80 per share, indicating a year-over-year growth of 47.7%, while IBKR's estimate is $2.06 per share, reflecting 17.1% growth [17][19] - Schwab's current P/E ratio is 16.72X, while IBKR's is 29.03X, indicating that Schwab is relatively less expensive compared to IBKR [20][21] - Schwab's return on equity (ROE) stands at 21.02%, significantly higher than IBKR's 5.03%, showcasing more efficient use of shareholder funds [23] Group 4: Investment Outlook - Interactive Brokers is favored by active traders and hedge funds due to its tech-driven model and global reach, while Schwab offers a balanced mix of scale and profitability [26][27] - For valuation-aware investors, caution is advised, while those focused on long-term potential may find Interactive Brokers a better investment option [29][30]

Key Takeaways IBKR now offers client access to the Taipei Exchange for equities, ETFs and depositary receipts.The move supports portfolio diversification into emerging, high-tech and creative Taiwan sectors.IBKR's broader expansion includes new card launches, zero-commission trading and discovery tools.Continuing with its global expansion efforts, Interactive Brokers (IBKR) recently announced that it has given its clients access to the Taipei Exchange, which is an Asian exchange for shares of small and medi ...

Core Insights - Interactive Brokers Group, Inc. (IBKR) has experienced significant growth due to increased market volatility and retail investor participation, reflected in its Daily Average Revenue Trades (DARTs) [1][3] DART Performance - In 2025, IBKR reported year-over-year increases in total customer DARTs of 50%, 49%, and 34% for the first three quarters, respectively [2] - In October 2025, total customer DARTs reached 4,472,000, marking a 58.4% increase from October 2024 and a 15.7% increase from September 2025 [2] - Cleared average DARTs per customer account were 229 in October, up 14.5% year-over-year and 12.8% from September 2025 [2] Revenue Growth - IBKR's net revenues increased by 20.1% year-over-year in the first nine months of 2025, supported by strong DART numbers [3][8] - The Zacks Consensus Estimate for IBKR's revenues in 2025 and 2026 is $5.92 billion and $6.24 billion, indicating year-over-year growth of 13.4% and 5.3%, respectively [4] Stock Performance - IBKR shares have gained 51.8% year-to-date, outperforming the S&P 500 Index's 18.3% rise and the industry's 33.9% growth [6] - Compared to peers, Robinhood has surged 226.2%, while Charles Schwab has increased by 28.8% in the same period [6] Product Diversification - IBKR has launched several new products and features, including the Karta Visa card, Connections for trading opportunities, and zero-commission U.S. stock trading in Singapore [10][12] - The company has also introduced NISA accounts for Japanese investors and extended trading hours for Forecast Contracts [11] Technological Excellence - IBKR's technological capabilities allow it to process trades across more than 160 exchanges globally, enhancing its competitive edge [14] - The company has maintained low compensation expenses relative to net revenues, which supports solid growth [16] Capital Management - IBKR has consistently increased its quarterly dividend, with a 150% hike in April 2024 and a 28% increase in April 2025 [17] - The company has a strong liquidity position and uses minimal debt, which supports its ability to sustain dividend payments [18] Earnings Estimates - The Zacks Consensus Estimate for IBKR's 2025 earnings has been revised 5.1% higher to $2.06, with 2026 estimates revised 6.7% upward to $2.22 per share [19] - These estimates indicate year-over-year growth rates of 17.1% for 2025 and 7.8% for 2026 [19] Valuation Analysis - IBKR's stock is trading at a forward 12-month price/sales (P/S) ratio of 18.36X, significantly above the industry average of 4.52X [20] - Compared to peers, Robinhood has a P/S ratio of 21.50X, while Schwab's is at 6.77X, indicating IBKR trades at a premium to Schwab but is relatively inexpensive compared to Robinhood [22] Investment Outlook - Despite a premium valuation, IBKR is well-positioned for growth due to its technological capabilities and diversified product offerings [23] - For conservative investors, caution is advised, while long-term investors may find IBKR an attractive option [24] - IBKR currently holds a Zacks Rank 2 (Buy) [25]

Core Insights - Interactive Brokers (Nasdaq: IBKR) is now providing eligible clients the option to open a Karta Visa card [1] Company Developments - The introduction of the Karta Visa card is aimed at enhancing the services offered to Interactive Brokers LLC clients [1]