WallStSmart

Duke Energy Corporation (DUK)vsInteractive Brokers Group Inc (IBKR)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Duke Energy Corporation generates 408% more annual revenue ($32.72B vs $6.45B). IBKR leads profitability with a 16.1% profit margin vs 15.7%. IBKR appears more attractively valued with a PEG of 2.39. DUK earns a higher WallStSmart Score of 67/100 (B-).

DUK

Strong Buy

67

out of 100

Grade: B-

Growth: 5.3Profit: 7.0Value: 4.3Quality: 3.0
Piotroski: 3/9Altman Z: 0.52

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

DUK3 strengths · Avg: 8.3/10
Market CapQuality
$94.40B9/10

Large-cap with strong market position

Price/BookValuation
1.8x8/10

Reasonable price relative to book value

Operating MarginProfitability
25.5%8/10

Strong operational efficiency at 25.5%

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

DUK4 concerns · Avg: 2.5/10
Debt/EquityHealth
1.663/10

Elevated debt levels

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

PEG RatioValuation
2.542/10

Expensive relative to growth rate

Free Cash FlowQuality
$-2.58B2/10

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 : DUK

The strongest argument for DUK centers on Market Cap, Price/Book, Operating Margin. Profitability is solid with margins at 15.7% and operating margin at 25.5%. Revenue growth of 11.3% 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 : DUK

The primary concerns for DUK are Debt/Equity, Piotroski F-Score, PEG Ratio. Debt-to-equity of 1.66 is elevated, increasing financial risk.

Bear Case : IBKR

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

Key Dynamics to Monitor

DUK 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.

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

Bottom Line

DUK scores higher overall (67/100 vs 64/100), backed by strong 15.7% margins and 11.3% 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.

Duke Energy Corporation

UTILITIES · UTILITIES - REGULATED ELECTRIC · USA

Duke Energy Corporation is an American electric power and natural gas holding company headquartered in Charlotte, North Carolina.

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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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