WallStSmart

CoinShares PLC Ordinary Shares (CSHR)vsInteractive Brokers Group Inc (IBKR)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Interactive Brokers Group Inc generates 3790% more annual revenue ($6.45B vs $165.68M). CSHR leads profitability with a 69.0% profit margin vs 16.1%. CSHR trades at a lower P/E of 2.4x. IBKR earns a higher WallStSmart Score of 64/100 (C+).

CSHR

Hold

43

out of 100

Grade: D

Growth: 4.7Profit: 6.0Value: 6.7Quality: 5.8
Piotroski: 4/9

IBKR

Buy

64

out of 100

Grade: C+

Growth: 8.7Profit: 7.5Value: 4.3Quality: 6.5
Piotroski: 3/9Altman Z: 0.41

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CSHR5 strengths · Avg: 9.8/10
P/E RatioValuation
2.4x10/10

Attractively priced relative to earnings

Price/BookValuation
0.6x10/10

Reasonable price relative to book value

Profit MarginProfitability
69.0%10/10

Keeps 69 of every $100 in revenue as profit

Debt/EquityHealth
0.0010/10

Conservative balance sheet, low leverage

Return on EquityProfitability
25.1%9/10

Every $100 of equity generates 25 in profit

IBKR6 strengths · Avg: 8.8/10
Operating MarginProfitability
76.8%10/10

Strong operational efficiency at 76.8%

Debt/EquityHealth
0.0010/10

Conservative balance sheet, low leverage

Market CapQuality
$150.49B9/10

Large-cap with strong market position

Revenue GrowthGrowth
16.8%8/10

16.8% revenue growth

EPS GrowthGrowth
22.9%8/10

Earnings expanding 22.9% YoY

Free Cash FlowQuality
$3.58B8/10

Generating 3.6B in free cash flow

Areas to Watch

CSHR4 concerns · Avg: 2.3/10
Market CapQuality
$558.75M3/10

Smaller company, higher risk/reward

Revenue GrowthGrowth
-32.0%2/10

Revenue declined 32.0%

EPS GrowthGrowth
-58.9%2/10

Earnings declined 58.9%

Free Cash FlowQuality
$-2.18M2/10

Negative free cash flow — burning cash

IBKR4 concerns · Avg: 3.3/10
PEG RatioValuation
2.394/10

Expensive relative to growth rate

P/E RatioValuation
38.1x4/10

Premium valuation, high expectations priced in

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Altman Z-ScoreHealth
0.412/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : CSHR

The strongest argument for CSHR centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 69.0% and operating margin at -674.0%.

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 : CSHR

The primary concerns for CSHR are Market Cap, Revenue Growth, EPS Growth.

Bear Case : IBKR

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

Key Dynamics to Monitor

CSHR profiles as a declining 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.

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

Bottom Line

IBKR scores higher overall (64/100 vs 43/100), backed by strong 16.1% margins and 16.8% revenue growth. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.

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

CoinShares PLC Ordinary Shares

FINANCIAL SERVICES · CAPITAL MARKETS · USA

CoinShares PLC (CSHR) is a premier digital asset investment firm at the forefront of the cryptocurrency and blockchain technology sectors. Renowned as a pioneer in the European market, CoinShares provides an array of investment products, including Exchange Traded Products (ETPs) and tailored solutions for institutional investors, facilitating access to the burgeoning digital asset landscape. With a robust focus on regulatory compliance and risk management, CoinShares is strategically positioned to leverage market opportunities, making it an appealing option for institutional investors aiming to enhance diversification and innovation within their investment strategies.

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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