Bank of Montreal (BMO)vsInteractive Brokers Group Inc (IBKR)
BMO
Bank of Montreal
$152.90
+0.28%
FINANCIAL SERVICES · Cap: $109.28B
IBKR
Interactive Brokers Group Inc
$84.42
+0.85%
FINANCIAL SERVICES · Cap: $143.52B
Smart Verdict
WallStSmart Research — data-driven comparison
Bank of Montreal generates 419% more annual revenue ($33.48B vs $6.45B). BMO leads profitability with a 27.1% profit margin vs 16.1%. BMO appears more attractively valued with a PEG of 1.56. BMO earns a higher WallStSmart Score of 73/100 (B).
BMO
Strong Buy73
out of 100
Grade: B
IBKR
Buy64
out of 100
Grade: C+
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 39.9%
Large-cap with strong market position
Keeps 27 of every $100 in revenue as profit
Attractively priced relative to earnings
Reasonable price relative to book value
Generating 7.0B in free cash flow
Strong operational efficiency at 76.8%
Conservative balance sheet, low leverage
Large-cap with strong market position
Every $100 of equity generates 24 in profit
16.8% revenue growth
Earnings expanding 21.6% YoY
Areas to Watch
Expensive relative to growth rate
Expensive relative to growth rate
Premium valuation, high expectations priced in
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : BMO
The strongest argument for BMO centers on Operating Margin, Market Cap, Profit Margin. Profitability is solid with margins at 27.1% and operating margin at 39.9%.
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 : BMO
The primary concerns for BMO are PEG Ratio.
Bear Case : IBKR
The primary concerns for IBKR are PEG Ratio, P/E Ratio, Piotroski F-Score.
Key Dynamics to Monitor
BMO profiles as a mature stock while IBKR is a growth play — different risk/reward profiles.
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 BANKS - DIVERSIFIED industry trends, competitive dynamics, and regulatory changes.
Bottom Line
BMO scores higher overall (73/100 vs 64/100), backed by strong 27.1% margins. 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.
Bank of Montreal
FINANCIAL SERVICES · BANKS - DIVERSIFIED · USA
Bank of Montreal offers diversified financial services primarily in North America. The company is headquartered in Montreal, Canada.
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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