Interactive Brokers Group Inc (IBKR)vsJefferies Financial Group Inc (JEF)
IBKR
Interactive Brokers Group Inc
$81.77
-2.12%
FINANCIAL SERVICES · Cap: $140.89B
JEF
Jefferies Financial Group Inc
$49.15
+3.45%
FINANCIAL SERVICES · Cap: $10.29B
Smart Verdict
WallStSmart Research — data-driven comparison
Jefferies Financial Group Inc generates 21% more annual revenue ($8.51B vs $7.06B). IBKR leads profitability with a 16.7% profit margin vs 11.0%. JEF appears more attractively valued with a PEG of 1.03. JEF earns a higher WallStSmart Score of 67/100 (B-).
IBKR
Strong Buy66
out of 100
Grade: B-
JEF
Strong Buy67
out of 100
Grade: B-
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 77.7%
Conservative balance sheet, low leverage
Large-cap with strong market position
Generating 6.2B in free cash flow
Attractively priced relative to earnings
Reasonable price relative to book value
Generating 2.5B in free cash flow
Areas to Watch
Premium valuation, high expectations priced in
Weak financial health signals
Distress zone — elevated risk
ROE of 7.0% — below average capital efficiency
Weak financial health signals
Distress zone — elevated risk
Elevated debt levels
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 16.7% and operating margin at 77.7%. Revenue growth of 13.5% demonstrates continued momentum.
Bull Case : JEF
The strongest argument for JEF centers on P/E Ratio, Price/Book, Free Cash Flow. PEG of 1.03 suggests the stock is reasonably priced for its growth.
Bear Case : IBKR
The primary concerns for IBKR are P/E Ratio, Piotroski F-Score, Altman Z-Score.
Bear Case : JEF
The primary concerns for JEF are Return on Equity, Piotroski F-Score, Altman Z-Score. Debt-to-equity of 3.71 is elevated, increasing financial risk.
Key Dynamics to Monitor
IBKR profiles as a mature stock while JEF is a value play — different risk/reward profiles.
JEF carries more volatility with a beta of 1.54 — expect wider price swings.
IBKR is growing revenue faster at 13.5% — sustainability is the question.
IBKR generates stronger free cash flow (6.2B), providing more financial flexibility.
Bottom Line
JEF scores higher overall (67/100 vs 66/100). Both earn "Strong Buy" and "Strong 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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