Houlihan Lokey Inc (HLI)vsInteractive Brokers Group Inc (IBKR)
HLI
Houlihan Lokey Inc
$139.25
-1.38%
FINANCIAL SERVICES · Cap: $9.52B
IBKR
Interactive Brokers Group Inc
$96.82
-2.02%
FINANCIAL SERVICES · Cap: $157.34B
Smart Verdict
WallStSmart Research — data-driven comparison
Interactive Brokers Group Inc generates 146% more annual revenue ($6.45B vs $2.62B). HLI leads profitability with a 16.3% profit margin vs 16.1%. IBKR appears more attractively valued with a PEG of 2.45. IBKR earns a higher WallStSmart Score of 64/100 (C+).
HLI
Buy50
out of 100
Grade: C-
IBKR
Buy64
out of 100
Grade: C+
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Conservative balance sheet, low leverage
Strong operational efficiency at 22.5%
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
Expensive relative to growth rate
Revenue declined 4.6%
Earnings declined 16.6%
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 : HLI
The strongest argument for HLI centers on Debt/Equity, Operating Margin. Profitability is solid with margins at 16.3% and operating margin at 22.5%.
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 : HLI
The primary concerns for HLI are PEG Ratio, 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
HLI profiles as a declining stock while IBKR is a growth play — different risk/reward profiles.
IBKR carries more volatility with a beta of 1.33 — 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 50/100), backed by strong 16.1% margins and 16.8% revenue growth. Both earn "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.
Houlihan Lokey Inc
FINANCIAL SERVICES · CAPITAL MARKETS · USA
Houlihan Lokey, Inc., an investment banking firm, provides valuation and financial advisory services, capital markets, mergers and acquisitions (M&A) globally. The company is headquartered in Los Angeles, California.
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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