WallStSmart

Cohen & Company Inc (COHN)vsInteractive Brokers Group Inc (IBKR)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Interactive Brokers Group Inc generates 2197% more annual revenue ($6.87B vs $298.96M). IBKR leads profitability with a 16.4% profit margin vs 5.2%. COHN trades at a lower P/E of 3.2x. IBKR earns a higher WallStSmart Score of 68/100 (B-).

COHN

Buy

65

out of 100

Grade: C+

Growth: 10.0Profit: 6.5Value: 6.7Quality: 6.5
Piotroski: 5/9Altman Z: 1.67

IBKR

Strong Buy

68

out of 100

Grade: B-

Growth: 9.3Profit: 7.5Value: 3.7Quality: 3.0
Piotroski: 3/9Altman Z: 0.41

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

COHN5 strengths · Avg: 10.0/10
P/E RatioValuation
3.2x10/10

Attractively priced relative to earnings

Price/BookValuation
0.5x10/10

Reasonable price relative to book value

Return on EquityProfitability
30.3%10/10

Every $100 of equity generates 30 in profit

Revenue GrowthGrowth
107.3%10/10

Revenue surging 107.3% year-over-year

EPS GrowthGrowth
120.5%10/10

Earnings expanding 120.5% YoY

IBKR5 strengths · Avg: 8.6/10
Operating MarginProfitability
76.8%10/10

Strong operational efficiency at 76.8%

Market CapQuality
$158.60B9/10

Large-cap with strong market position

Revenue GrowthGrowth
23.7%8/10

Revenue surging 23.7% year-over-year

EPS GrowthGrowth
36.9%8/10

Earnings expanding 36.9% YoY

Free Cash FlowQuality
$3.58B8/10

Generating 3.6B in free cash flow

Areas to Watch

COHN4 concerns · Avg: 3.3/10
Altman Z-ScoreHealth
1.674/10

Distress zone — elevated risk

Market CapQuality
$46.72M3/10

Smaller company, higher risk/reward

Profit MarginProfitability
5.2%3/10

5.2% margin — thin

Debt/EquityHealth
1.323/10

Elevated debt levels

IBKR4 concerns · Avg: 2.8/10
P/E RatioValuation
37.1x4/10

Premium valuation, high expectations priced in

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

PEG RatioValuation
2.552/10

Expensive relative to growth rate

Altman Z-ScoreHealth
0.412/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : COHN

The strongest argument for COHN centers on P/E Ratio, Price/Book, Return on Equity. Revenue growth of 107.3% demonstrates continued momentum.

Bull Case : IBKR

The strongest argument for IBKR centers on Operating Margin, Market Cap, Revenue Growth. Profitability is solid with margins at 16.4% and operating margin at 76.8%. Revenue growth of 23.7% demonstrates continued momentum.

Bear Case : COHN

The primary concerns for COHN are Altman Z-Score, Market Cap, Profit Margin.

Bear Case : IBKR

The primary concerns for IBKR are P/E Ratio, Piotroski F-Score, PEG Ratio. Debt-to-equity of 7.69 is elevated, increasing financial risk.

Key Dynamics to Monitor

COHN profiles as a hypergrowth stock while IBKR is a growth play — different risk/reward profiles.

IBKR carries more volatility with a beta of 1.33 — expect wider price swings.

COHN is growing revenue faster at 107.3% — sustainability is the question.

IBKR generates stronger free cash flow (3.6B), providing more financial flexibility.

Bottom Line

IBKR scores higher overall (68/100 vs 65/100), backed by strong 16.4% margins and 23.7% 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.

Cohen & Company Inc

FINANCIAL SERVICES · CAPITAL MARKETS · USA

Cohen & Company Inc. is a publicly owned investment manager. The company is headquartered in Philadelphia, Pennsylvania with additional offices in New York City; Boca Raton, Florida; Chicago, Illinois; Bethesda, Maryland; Boston, Massachusetts; Paris, France; and London, United Kingdom.

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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