WallStSmart

Interactive Brokers Group Inc (IBKR)vsIREN Ltd (IREN)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Interactive Brokers Group Inc generates 751% more annual revenue ($6.45B vs $757.07M). IBKR leads profitability with a 16.1% profit margin vs 0.2%. IBKR appears more attractively valued with a PEG of 2.28. IBKR earns a higher WallStSmart Score of 64/100 (C+).

IBKR

Buy

64

out of 100

Grade: C+

Growth: 8.7Profit: 7.5Value: 4.3Quality: 5.3
Piotroski: 2/9

IREN

Hold

43

out of 100

Grade: D

Growth: 6.0Profit: 3.0Value: 3.0Quality: 6.0
Piotroski: 4/9Altman Z: 1.08

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

IBKR6 strengths · Avg: 9.3/10
Operating MarginProfitability
76.8%10/10

Strong operational efficiency at 76.8%

Debt/EquityHealth
0.0010/10

Conservative balance sheet, low leverage

Free Cash FlowQuality
$19.46B10/10

Generating 19.5B in free cash flow

Market CapQuality
$150.08B9/10

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

IREN0 strengths · Avg: 0/10

No standout strengths identified

Areas to Watch

IBKR3 concerns · Avg: 3.7/10
PEG RatioValuation
2.284/10

Expensive relative to growth rate

P/E RatioValuation
36.5x4/10

Premium valuation, high expectations priced in

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

IREN4 concerns · Avg: 3.5/10
Revenue GrowthGrowth
0.0%4/10

0.0% revenue growth

EPS GrowthGrowth
0.4%4/10

0.4% earnings growth

Return on EquityProfitability
0.1%3/10

ROE of 0.1% — below average capital efficiency

Profit MarginProfitability
0.2%3/10

0.2% margin — thin

Comparative Analysis Report

WallStSmart Research

Bull Case : IBKR

The strongest argument for IBKR centers on Operating Margin, Debt/Equity, Free Cash Flow. Profitability is solid with margins at 16.1% and operating margin at 76.8%. Revenue growth of 16.8% demonstrates continued momentum.

Bull Case : IREN

IREN has a balanced fundamental profile.

Bear Case : IBKR

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

Bear Case : IREN

The primary concerns for IREN are Revenue Growth, EPS Growth, Return on Equity. A P/E of 70.5x leaves little room for execution misses. Debt-to-equity of 1.53 is elevated, increasing financial risk.

Key Dynamics to Monitor

IBKR profiles as a growth stock while IREN is a value play — different risk/reward profiles.

IREN carries more volatility with a beta of 4.18 — expect wider price swings.

IBKR is growing revenue faster at 16.8% — sustainability is the question.

IBKR generates stronger free cash flow (19.5B), providing more financial flexibility.

Bottom Line

IBKR scores higher overall (64/100 vs 43/100), 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.

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.

IREN Ltd

FINANCIAL SERVICES · CAPITAL MARKETS · USA

IREN Limited (Ticker: IREN) is a vertically integrated data-center and digital infrastructure company traded on the Nasdaq. Headquartered in Sydney, Australia, it develops, owns and operates large-scale, renewable-powered data centers across North America that support Bitcoin mining, AI cloud services, and high-performance computing workloads. Originally known as Iris Energy Limited before rebranding in 2024, IREN combines its energy infrastructure and computing platforms to generate revenue from cryptocurrency mining and increasingly from GPU-powered AI cloud offerings. The company has secured significant power capacity and major customer contracts as it pivots toward AI data-center growth while maintaining its legacy mining business.

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