WallStSmart

Interactive Brokers Group Inc (IBKR)vsIntuit Inc (INTU)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Intuit Inc generates 224% more annual revenue ($20.12B vs $6.21B). INTU leads profitability with a 21.6% profit margin vs 15.9%. INTU appears more attractively valued with a PEG of 1.35. IBKR earns a higher WallStSmart Score of 66/100 (B-).

IBKR

Strong Buy

66

out of 100

Grade: B-

Growth: 9.3Profit: 7.5Value: 9.3Quality: 5.3
Piotroski: 2/9

INTU

Buy

65

out of 100

Grade: C+

Growth: 6.7Profit: 8.0Value: 7.3Quality: 6.3
Piotroski: 6/9Altman Z: 2.52
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

IBKRUndervalued (+26.5%)

Margin of Safety

+26.5%

Fair Value

$103.90

Current Price

$68.68

$35.22 discount

UndervaluedFair: $103.90Overvalued
INTUSignificantly Overvalued (-308.7%)

Margin of Safety

-308.7%

Fair Value

$104.45

Current Price

$426.86

$322.41 premium

UndervaluedFair: $104.45Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

IBKR6 strengths · Avg: 9.0/10
Operating MarginProfitability
78.8%10/10

Strong operational efficiency at 78.8%

Debt/EquityHealth
0.0010/10

Conservative balance sheet, low leverage

Market CapQuality
$115.34B9/10

Large-cap with strong market position

Return on EquityProfitability
23.5%9/10

Every $100 of equity generates 24 in profit

Revenue GrowthGrowth
15.2%8/10

15.2% revenue growth

EPS GrowthGrowth
30.3%8/10

Earnings expanding 30.3% YoY

INTU5 strengths · Avg: 9.0/10
Revenue GrowthGrowth
41.0%10/10

Revenue surging 41.0% year-over-year

Market CapQuality
$120.34B9/10

Large-cap with strong market position

Return on EquityProfitability
23.5%9/10

Every $100 of equity generates 24 in profit

Profit MarginProfitability
21.6%9/10

Keeps 22 of every $100 in revenue as profit

Free Cash FlowQuality
$1.52B8/10

Generating 1.5B in free cash flow

Areas to Watch

IBKR3 concerns · Avg: 3.7/10
PEG RatioValuation
2.324/10

Expensive relative to growth rate

P/E RatioValuation
30.6x4/10

Premium valuation, high expectations priced in

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

INTU2 concerns · Avg: 3.0/10
P/E RatioValuation
28.1x4/10

Moderate valuation

EPS GrowthGrowth
-18.5%2/10

Earnings declined 18.5%

Comparative Analysis Report

WallStSmart Research

Bull Case : IBKR

The strongest argument for IBKR centers on Operating Margin, Debt/Equity, Market Cap. Profitability is solid with margins at 15.9% and operating margin at 78.8%. Revenue growth of 15.2% demonstrates continued momentum.

Bull Case : INTU

The strongest argument for INTU centers on Revenue Growth, Market Cap, Return on Equity. Profitability is solid with margins at 21.6% and operating margin at 15.7%. Revenue growth of 41.0% demonstrates continued momentum.

Bear Case : IBKR

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

Bear Case : INTU

The primary concerns for INTU are P/E Ratio, EPS Growth.

Key Dynamics to Monitor

INTU carries more volatility with a beta of 1.28 — expect wider price swings.

INTU is growing revenue faster at 41.0% — sustainability is the question.

IBKR generates stronger free cash flow (1.6B), providing more financial flexibility.

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

Bottom Line

IBKR scores higher overall (66/100 vs 65/100), backed by strong 15.9% margins and 15.2% 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.

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.

Intuit Inc

TECHNOLOGY · SOFTWARE - APPLICATION · USA

Intuit Inc. is an American business that specializes in financial software. Intuit's products include the tax preparation application TurboTax, personal finance app Mint and the small business accounting program QuickBooks.

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