WallStSmart

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

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Smart Verdict

WallStSmart Research — data-driven comparison

Interactive Brokers Group Inc generates 3248% more annual revenue ($6.21B vs $185.47M). IBKR leads profitability with a 15.9% profit margin vs 2.4%. COHN trades at a lower P/E of 5.5x. IBKR earns a higher WallStSmart Score of 66/100 (B-).

COHN

Buy

62

out of 100

Grade: C+

Growth: 8.0Profit: 5.0Value: 8.3Quality: 5.0

IBKR

Strong Buy

66

out of 100

Grade: B-

Growth: 9.3Profit: 7.5Value: 9.3Quality: 5.3
Piotroski: 2/9
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

COHNUndervalued (+84.6%)

Margin of Safety

+84.6%

Fair Value

$112.79

Current Price

$15.41

$97.38 discount

UndervaluedFair: $112.79Overvalued
IBKRUndervalued (+26.5%)

Margin of Safety

+26.5%

Fair Value

$103.90

Current Price

$68.68

$35.22 discount

UndervaluedFair: $103.90Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

COHN4 strengths · Avg: 9.5/10
P/E RatioValuation
5.5x10/10

Attractively priced relative to earnings

Price/BookValuation
0.6x10/10

Reasonable price relative to book value

EPS GrowthGrowth
96.8%10/10

Earnings expanding 96.8% YoY

Operating MarginProfitability
24.5%8/10

Strong operational efficiency at 24.5%

IBKR6 strengths · Avg: 9.0/10
Operating MarginProfitability
78.8%10/10

Strong operational efficiency at 78.8%

Debt/EquityHealth
0.0010/10

Conservative balance sheet, low leverage

Market CapQuality
$115.34B9/10

Large-cap with strong market position

Return on EquityProfitability
23.5%9/10

Every $100 of equity generates 24 in profit

Revenue GrowthGrowth
15.2%8/10

15.2% revenue growth

EPS GrowthGrowth
30.3%8/10

Earnings expanding 30.3% YoY

Areas to Watch

COHN4 concerns · Avg: 3.3/10
Revenue GrowthGrowth
1.7%4/10

1.7% revenue growth

Market CapQuality
$27.17M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
7.4%3/10

ROE of 7.4% — below average capital efficiency

Profit MarginProfitability
2.4%3/10

2.4% margin — thin

IBKR3 concerns · Avg: 3.7/10
PEG RatioValuation
2.324/10

Expensive relative to growth rate

P/E RatioValuation
30.6x4/10

Premium valuation, high expectations priced in

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull Case : COHN

The strongest argument for COHN centers on P/E Ratio, Price/Book, EPS Growth.

Bull Case : IBKR

The strongest argument for IBKR centers on Operating Margin, Debt/Equity, Market Cap. Profitability is solid with margins at 15.9% and operating margin at 78.8%. Revenue growth of 15.2% demonstrates continued momentum.

Bear Case : COHN

The primary concerns for COHN are Revenue Growth, Market Cap, Return on Equity. Thin 2.4% margins leave little buffer for downturns.

Bear Case : IBKR

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

Key Dynamics to Monitor

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

COHN carries more volatility with a beta of 1.28 — expect wider price swings.

IBKR is growing revenue faster at 15.2% — sustainability is the question.

IBKR generates stronger free cash flow (1.6B), providing more financial flexibility.

Bottom Line

IBKR scores higher overall (66/100 vs 62/100), backed by strong 15.9% margins and 15.2% revenue growth. COHN offers better value entry with a 84.6% margin of safety. 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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