WallStSmart

Chubb Ltd (CB)vsInteractive Brokers Group Inc (IBKR)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Chubb Ltd generates 846% more annual revenue ($60.99B vs $6.45B). CB leads profitability with a 18.5% profit margin vs 16.1%. IBKR appears more attractively valued with a PEG of 2.35. CB earns a higher WallStSmart Score of 75/100 (B).

CB

Strong Buy

75

out of 100

Grade: B

Growth: 8.0Profit: 7.5Value: 5.7Quality: 5.3
Piotroski: 4/9

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

CB6 strengths · Avg: 8.8/10
P/E RatioValuation
11.3x10/10

Attractively priced relative to earnings

EPS GrowthGrowth
78.7%10/10

Earnings expanding 78.7% YoY

Market CapQuality
$123.98B9/10

Large-cap with strong market position

Price/BookValuation
1.7x8/10

Reasonable price relative to book value

Operating MarginProfitability
20.6%8/10

Strong operational efficiency at 20.6%

Free Cash FlowQuality
$3.95B8/10

Generating 3.9B in free cash flow

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

CB1 concerns · Avg: 2.0/10
PEG RatioValuation
2.842/10

Expensive relative to growth rate

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 : CB

The strongest argument for CB centers on P/E Ratio, EPS Growth, Market Cap. Profitability is solid with margins at 18.5% and operating margin at 20.6%. Revenue growth of 10.2% 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 : CB

The primary concerns for CB are PEG Ratio.

Bear Case : IBKR

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

Key Dynamics to Monitor

CB 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 INSURANCE - PROPERTY & CASUALTY industry trends, competitive dynamics, and regulatory changes.

Bottom Line

CB scores higher overall (75/100 vs 64/100), backed by strong 18.5% margins and 10.2% 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.

Chubb Ltd

FINANCIAL SERVICES · INSURANCE - PROPERTY & CASUALTY · USA

Chubb Limited, incorporated in Zurich, Switzerland, is the parent company of Chubb, a global provider of insurance products covering property and casualty, accident and health, reinsurance, and life insurance and the largest publicly traded property and casualty company in the world.

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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