WallStSmart

Interactive Brokers Group Inc (IBKR)vsJefferies Financial Group Inc (JEF)

VS

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

Buy

64

out of 100

Grade: C+

Growth: 8.7Profit: 7.5Value: 4.3Quality: 6.5
Piotroski: 3/9Altman Z: 0.41

JEF

Strong Buy

72

out of 100

Grade: B

Growth: 8.0Profit: 5.5Value: 5.7Quality: 4.0
Piotroski: 3/9Altman Z: 0.84

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

IBKR6 strengths · Avg: 8.8/10
Operating MarginProfitability
76.8%10/10

Strong operational efficiency at 76.8%

Debt/EquityHealth
0.0010/10

Conservative balance sheet, low leverage

Market CapQuality
$150.49B9/10

Large-cap with strong market position

Revenue GrowthGrowth
16.8%8/10

16.8% revenue growth

EPS GrowthGrowth
22.9%8/10

Earnings expanding 22.9% YoY

Free Cash FlowQuality
$3.58B8/10

Generating 3.6B in free cash flow

JEF5 strengths · Avg: 8.6/10
Price/BookValuation
1.1x10/10

Reasonable price relative to book value

Profit MarginProfitability
23.0%9/10

Keeps 23 of every $100 in revenue as profit

P/E RatioValuation
17.7x8/10

Attractively priced relative to earnings

Revenue GrowthGrowth
26.6%8/10

Revenue surging 26.6% year-over-year

EPS GrowthGrowth
22.8%8/10

Earnings expanding 22.8% YoY

Areas to Watch

IBKR4 concerns · Avg: 3.3/10
PEG RatioValuation
2.394/10

Expensive relative to growth rate

P/E RatioValuation
38.1x4/10

Premium valuation, high expectations priced in

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Altman Z-ScoreHealth
0.412/10

Distress zone — elevated risk

JEF4 concerns · Avg: 3.0/10
PEG RatioValuation
1.634/10

Expensive relative to growth rate

Return on EquityProfitability
7.0%3/10

ROE of 7.0% — below average capital efficiency

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Free Cash FlowQuality
$-1.10B2/10

Negative free cash flow — burning cash

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 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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