Heritage Global Inc (HGBL)vsInteractive Brokers Group Inc (IBKR)
HGBL
Heritage Global Inc
$1.24
+0.81%
FINANCIAL SERVICES · Cap: $44.47M
IBKR
Interactive Brokers Group Inc
$87.06
+2.23%
FINANCIAL SERVICES · Cap: $150.49B
Smart Verdict
WallStSmart Research — data-driven comparison
Interactive Brokers Group Inc generates 12727% more annual revenue ($6.45B vs $50.24M). IBKR leads profitability with a 16.1% profit margin vs 6.5%. IBKR appears more attractively valued with a PEG of 2.39. IBKR earns a higher WallStSmart Score of 64/100 (C+).
HGBL
Hold40
out of 100
Grade: F
IBKR
Buy64
out of 100
Grade: C+
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Conservative balance sheet, low leverage
Attractively priced relative to earnings
Strong operational efficiency at 76.8%
Conservative balance sheet, low leverage
Large-cap with strong market position
16.8% revenue growth
Earnings expanding 22.9% YoY
Generating 3.6B in free cash flow
Areas to Watch
Smaller company, higher risk/reward
ROE of 4.8% — below average capital efficiency
6.5% margin — thin
Operating margin of 4.0%
Expensive relative to growth rate
Premium valuation, high expectations priced in
Weak financial health signals
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : HGBL
The strongest argument for HGBL centers on Price/Book, Debt/Equity, P/E Ratio.
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 : HGBL
The primary concerns for HGBL are Market Cap, Return on Equity, Profit Margin.
Bear Case : IBKR
The primary concerns for IBKR are PEG Ratio, P/E Ratio, Piotroski F-Score.
Key Dynamics to Monitor
HGBL profiles as a value 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 40/100), 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.
Heritage Global Inc
FINANCIAL SERVICES · CAPITAL MARKETS · USA
Heritage Global, Inc. is an asset services company with a focus on financial and industrial asset transactions. The company is headquartered in San Diego, California.
Visit Website →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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