Interactive Brokers Group Inc (IBKR)vsJefferies Financial Group Inc (JEF)
IBKR
Interactive Brokers Group Inc
$87.06
+2.15%
FINANCIAL SERVICES · Cap: $150.49B
JEF
Jefferies Financial Group Inc
$55.23
+0.47%
FINANCIAL SERVICES · Cap: $10.77B
Smart Verdict
WallStSmart Research — data-driven comparison
Interactive Brokers Group Inc generates 19% more annual revenue ($6.45B vs $5.40B). JEF leads profitability with a 23.0% profit margin vs 16.1%. JEF appears more attractively valued with a PEG of 1.63. JEF earns a higher WallStSmart Score of 72/100 (B).
IBKR
Buy64
out of 100
Grade: C+
JEF
Strong Buy72
out of 100
Grade: B
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
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
Reasonable price relative to book value
Keeps 23 of every $100 in revenue as profit
Attractively priced relative to earnings
Revenue surging 26.6% year-over-year
Earnings expanding 22.8% YoY
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
Weak financial health signals
Distress zone — elevated risk
Expensive relative to growth rate
ROE of 7.0% — below average capital efficiency
Weak financial health signals
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull 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.
Bull Case : JEF
The strongest argument for JEF centers on Price/Book, Profit Margin, P/E Ratio. Profitability is solid with margins at 23.0% and operating margin at 13.4%. Revenue growth of 26.6% demonstrates continued momentum.
Bear Case : IBKR
The primary concerns for IBKR are PEG Ratio, P/E Ratio, Piotroski F-Score.
Bear Case : JEF
The primary concerns for JEF are PEG Ratio, Return on Equity, Piotroski F-Score. Debt-to-equity of 3.04 is elevated, increasing financial risk.
Key Dynamics to Monitor
JEF carries more volatility with a beta of 1.50 — expect wider price swings.
JEF is growing revenue faster at 26.6% — 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
JEF scores higher overall (72/100 vs 64/100), backed by strong 23.0% margins and 26.6% 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.
Jefferies Financial Group Inc
FINANCIAL SERVICES · CAPITAL MARKETS · USA
Jefferies Financial Group Inc. is engaged in investment banking and capital markets, asset management, and direct investment businesses in the Americas, Europe, the Middle East, Africa, and Asia. The company is headquartered in New York, New York.
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