Interactive Brokers Group Inc (IBKR)vsLPL Financial Holdings Inc (LPLA)
IBKR
Interactive Brokers Group Inc
$84.42
+0.85%
FINANCIAL SERVICES · Cap: $143.52B
LPLA
LPL Financial Holdings Inc
$303.52
-1.97%
FINANCIAL SERVICES · Cap: $25.55B
Smart Verdict
WallStSmart Research — data-driven comparison
LPL Financial Holdings Inc generates 177% more annual revenue ($17.84B vs $6.45B). IBKR leads profitability with a 16.1% profit margin vs 5.0%. LPLA appears more attractively valued with a PEG of 0.42. LPLA earns a higher WallStSmart Score of 68/100 (B-).
IBKR
Buy64
out of 100
Grade: C+
LPLA
Strong Buy68
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
Every $100 of equity generates 24 in profit
16.8% revenue growth
Earnings expanding 21.6% YoY
Growing faster than its price suggests
Revenue surging 35.0% year-over-year
Every $100 of equity generates 20 in profit
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
Weak financial health signals
Moderate valuation
4.5% earnings growth
Distress zone — elevated risk
5.0% margin — thin
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 : LPLA
The strongest argument for LPLA centers on PEG Ratio, Revenue Growth, Return on Equity. Revenue growth of 35.0% demonstrates continued momentum. PEG of 0.42 suggests the stock is reasonably priced for its growth.
Bear Case : IBKR
The primary concerns for IBKR are PEG Ratio, P/E Ratio, Piotroski F-Score.
Bear Case : LPLA
The primary concerns for LPLA are P/E Ratio, EPS Growth, Altman Z-Score.
Key Dynamics to Monitor
IBKR profiles as a growth stock while LPLA is a hypergrowth play — different risk/reward profiles.
IBKR carries more volatility with a beta of 1.32 — expect wider price swings.
LPLA is growing revenue faster at 35.0% — sustainability is the question.
Monitor CAPITAL MARKETS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
LPLA scores higher overall (68/100 vs 64/100) and 35.0% 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.
LPL Financial Holdings Inc
FINANCIAL SERVICES · CAPITAL MARKETS · USA
LPL Financial Holdings Inc., provides an integrated platform of brokerage and investment advisory services to independent financial advisers and financial advisers at financial institutions in the United States. The company is headquartered in San Diego, California.
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