Interactive Brokers Group Inc (IBKR)vsJPMorgan Chase & Co (JPM)
IBKR
Interactive Brokers Group Inc
$76.90
-5.96%
FINANCIAL SERVICES · Cap: $131.02B
JPM
JPMorgan Chase & Co
$337.04
-1.90%
FINANCIAL SERVICES · Cap: $895.04B
Smart Verdict
WallStSmart Research — data-driven comparison
JPMorgan Chase & Co generates 2602% more annual revenue ($190.73B vs $7.06B). JPM leads profitability with a 34.6% profit margin vs 16.7%. IBKR appears more attractively valued with a PEG of 1.10. JPM earns a higher WallStSmart Score of 73/100 (B).
IBKR
Strong Buy66
out of 100
Grade: B-
JPM
Strong Buy73
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
Mega-cap, among the largest globally
Keeps 35 of every $100 in revenue as profit
Strong operational efficiency at 42.6%
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
Moderate valuation
Weak financial health signals
Distress zone — elevated risk
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 : JPM
The strongest argument for JPM centers on Market Cap, Profit Margin, Operating Margin. Profitability is solid with margins at 34.6% and operating margin at 42.6%. Revenue growth of 10.2% demonstrates continued momentum.
Bear Case : IBKR
The primary concerns for IBKR are P/E Ratio, Piotroski F-Score, Altman Z-Score.
Bear Case : JPM
The primary concerns for JPM are Altman Z-Score, Debt/Equity. Debt-to-equity of 3.32 is elevated, increasing financial risk.
Key Dynamics to Monitor
IBKR carries more volatility with a beta of 1.37 — expect wider price swings.
IBKR is growing revenue faster at 13.5% — sustainability is the question.
Monitor CAPITAL MARKETS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
JPM scores higher overall (73/100 vs 66/100), backed by strong 34.6% margins and 10.2% revenue growth. 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.
JPMorgan Chase & Co
FINANCIAL SERVICES · BANKS - DIVERSIFIED · USA
JPMorgan Chase & Co. is an American multinational investment bank and financial services holding company headquartered in New York City. JPMorgan Chase is incorporated in Delaware. As a Bulge Bracket bank, it is a major provider of various investment banking and financial services. It is one of America's Big Four banks, along with Bank of America, Citigroup, and Wells Fargo. JPMorgan Chase is considered to be a universal bank and a custodian bank. The J.P. Morgan brand is used by the investment banking, asset management, private banking, private wealth management, and treasury services divisions.
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