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 1.64. EVR earns a higher WallStSmart Score of 76/100 (B+).

EVR

Strong Buy

76

out of 100

Grade: B+

Growth: 9.3Profit: 9.0Value: 5.0Quality: 7.0
Piotroski: 3/9Altman Z: 2.72

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

EVR4 strengths · Avg: 9.5/10
Return on EquityProfitability
41.9%10/10

Every $100 of equity generates 42 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
24.4%8/10

Strong operational efficiency at 24.4%

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
$157.34B9/10

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

EVR3 concerns · Avg: 3.0/10
PEG RatioValuation
1.644/10

Expensive relative to growth rate

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Free Cash FlowQuality
$-228.97M2/10

Negative free cash flow — burning cash

IBKR4 concerns · Avg: 3.3/10
PEG RatioValuation
2.454/10

Expensive relative to growth rate

P/E RatioValuation
39.8x4/10

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 : 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 24.4%. 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 PEG Ratio, 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.

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

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

Bottom Line

EVR scores higher overall (76/100 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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