WallStSmart

Apple Inc (AAPL)vsInteractive Brokers Group Inc (IBKR)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Apple Inc generates 6905% more annual revenue ($451.44B vs $6.45B). AAPL leads profitability with a 27.2% profit margin vs 16.1%. IBKR appears more attractively valued with a PEG of 2.35. AAPL earns a higher WallStSmart Score of 67/100 (B-).

AAPL

Strong Buy

67

out of 100

Grade: B-

Growth: 6.7Profit: 10.0Value: 3.7Quality: 5.5
Piotroski: 7/9Altman Z: 2.42

IBKR

Buy

64

out of 100

Grade: C+

Growth: 8.7Profit: 7.5Value: 4.3Quality: 5.3
Piotroski: 2/9

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

AAPL6 strengths · Avg: 9.5/10
Market CapQuality
$4.22T10/10

Mega-cap, among the largest globally

Return on EquityProfitability
141.5%10/10

Every $100 of equity generates 142 in profit

Operating MarginProfitability
32.3%10/10

Strong operational efficiency at 32.3%

Free Cash FlowQuality
$26.73B10/10

Generating 26.7B in free cash flow

Profit MarginProfitability
27.2%9/10

Keeps 27 of every $100 in revenue as profit

Revenue GrowthGrowth
16.6%8/10

16.6% revenue growth

IBKR6 strengths · Avg: 9.0/10
Operating MarginProfitability
76.8%10/10

Strong operational efficiency at 76.8%

Debt/EquityHealth
0.0010/10

Conservative balance sheet, low leverage

Market CapQuality
$143.52B9/10

Large-cap with strong market position

Return on EquityProfitability
23.6%9/10

Every $100 of equity generates 24 in profit

Revenue GrowthGrowth
16.8%8/10

16.8% revenue growth

EPS GrowthGrowth
21.6%8/10

Earnings expanding 21.6% YoY

Areas to Watch

AAPL4 concerns · Avg: 2.8/10
P/E RatioValuation
34.8x4/10

Premium valuation, high expectations priced in

Debt/EquityHealth
1.033/10

Elevated debt levels

PEG RatioValuation
2.522/10

Expensive relative to growth rate

Price/BookValuation
48.9x2/10

Trading at 48.9x book value

IBKR3 concerns · Avg: 3.7/10
PEG RatioValuation
2.354/10

Expensive relative to growth rate

P/E RatioValuation
36.2x4/10

Premium valuation, high expectations priced in

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull Case : AAPL

The strongest argument for AAPL centers on Market Cap, Return on Equity, Operating Margin. Profitability is solid with margins at 27.2% and operating margin at 32.3%. Revenue growth of 16.6% demonstrates continued momentum.

Bull Case : IBKR

The strongest argument for IBKR centers on Operating Margin, Debt/Equity, Market Cap. Profitability is solid with margins at 16.1% and operating margin at 76.8%. Revenue growth of 16.8% demonstrates continued momentum.

Bear Case : AAPL

The primary concerns for AAPL are P/E Ratio, Debt/Equity, PEG Ratio.

Bear Case : IBKR

The primary concerns for IBKR are PEG Ratio, P/E Ratio, Piotroski F-Score.

Key Dynamics to Monitor

IBKR carries more volatility with a beta of 1.32 — expect wider price swings.

IBKR is growing revenue faster at 16.8% — sustainability is the question.

Monitor CONSUMER ELECTRONICS industry trends, competitive dynamics, and regulatory changes.

Bottom Line

AAPL scores higher overall (67/100 vs 64/100), backed by strong 27.2% margins and 16.6% revenue growth. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Apple Inc

TECHNOLOGY · CONSUMER ELECTRONICS · USA

Apple Inc. is an American multinational technology company that specializes in consumer electronics, computer software, and online services. Apple is the world's largest technology company by revenue (totalling $274.5 billion in 2020) and, since January 2021, the world's most valuable company. As of 2021, Apple is the world's fourth-largest PC vendor by unit sales, and fourth-largest smartphone manufacturer. It is one of the Big Five American information technology companies, along with Amazon, Google, Microsoft, and Facebook.

Visit Website →

Interactive Brokers Group Inc

FINANCIAL SERVICES · CAPITAL MARKETS · USA

Interactive Brokers Group, Inc. is a global automated electronic broker. The company is headquartered in Greenwich, Connecticut.

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