WallStSmart

Evercore Partners Inc (EVR)vsInteractive Brokers Group Inc (IBKR)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Interactive Brokers Group Inc generates 42% more annual revenue ($6.45B vs $4.55B). EVR leads profitability with a 16.4% profit margin vs 16.1%. EVR appears more attractively valued with a PEG of 1.45. EVR earns a higher WallStSmart Score of 78/100 (B+).

EVR

Strong Buy

78

out of 100

Grade: B+

Growth: 9.3Profit: 8.5Value: 5.7Quality: 6.5
Piotroski: 3/9Altman Z: 2.81

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

EVR4 strengths · Avg: 9.5/10
Return on EquityProfitability
30.1%10/10

Every $100 of equity generates 30 in profit

Revenue GrowthGrowth
100.3%10/10

Revenue surging 100.3% year-over-year

EPS GrowthGrowth
106.9%10/10

Earnings expanding 106.9% YoY

Operating MarginProfitability
24.5%8/10

Strong operational efficiency at 24.5%

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

EVR2 concerns · Avg: 2.5/10
Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Free Cash FlowQuality
$-228.97M2/10

Negative free cash flow — burning cash

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 : EVR

The strongest argument for EVR centers on Return on Equity, Revenue Growth, EPS Growth. Profitability is solid with margins at 16.4% and operating margin at 24.5%. Revenue growth of 100.3% 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 : EVR

The primary concerns for EVR are Piotroski F-Score, Free Cash Flow.

Bear Case : IBKR

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

Key Dynamics to Monitor

EVR carries more volatility with a beta of 1.49 — expect wider price swings.

EVR is growing revenue faster at 100.3% — sustainability is the question.

Monitor CAPITAL MARKETS industry trends, competitive dynamics, and regulatory changes.

Bottom Line

EVR scores higher overall (78/100 vs 64/100), backed by strong 16.4% margins and 100.3% 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.

Evercore Partners Inc

FINANCIAL SERVICES · CAPITAL MARKETS · USA

Evercore Inc., is an independent investment banking advisory firm in the United States, Europe, Latin America and internationally. The company is headquartered in New York, New York.

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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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