WallStSmart

Interactive Brokers Group Inc (IBKR)vsMetalpha Technology Holding Limited (MATH)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Interactive Brokers Group Inc generates 17381% more annual revenue ($6.45B vs $36.87M). MATH leads profitability with a 18.9% profit margin vs 16.1%. MATH trades at a lower P/E of 5.2x. IBKR earns a higher WallStSmart Score of 64/100 (C+).

IBKR

Buy

64

out of 100

Grade: C+

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

MATH

Buy

51

out of 100

Grade: C-

Growth: 5.7Profit: 6.0Value: 6.7Quality: 5.5
Piotroski: 5/9Altman Z: 0.52

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
$152.35B9/10

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

MATH5 strengths · Avg: 10.0/10
P/E RatioValuation
5.2x10/10

Attractively priced relative to earnings

Price/BookValuation
1.1x10/10

Reasonable price relative to book value

Return on EquityProfitability
37.6%10/10

Every $100 of equity generates 38 in profit

EPS GrowthGrowth
7202.0%10/10

Earnings expanding 7202.0% YoY

Debt/EquityHealth
0.0010/10

Conservative balance sheet, low leverage

Areas to Watch

IBKR4 concerns · Avg: 3.3/10
PEG RatioValuation
2.494/10

Expensive relative to growth rate

P/E RatioValuation
39.6x4/10

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

MATH4 concerns · Avg: 2.0/10
Market CapQuality
$40.39M3/10

Smaller company, higher risk/reward

Revenue GrowthGrowth
-39.0%2/10

Revenue declined 39.0%

Altman Z-ScoreHealth
0.522/10

Distress zone — elevated risk

Operating MarginProfitability
-24.2%1/10

Operating margin of -24.2%

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 : MATH

The strongest argument for MATH centers on P/E Ratio, Price/Book, Return on Equity. Profitability is solid with margins at 18.9% and operating margin at -24.2%.

Bear Case : IBKR

The primary concerns for IBKR are PEG Ratio, P/E Ratio, Piotroski F-Score.

Bear Case : MATH

The primary concerns for MATH are Market Cap, Revenue Growth, Altman Z-Score.

Key Dynamics to Monitor

IBKR profiles as a growth stock while MATH is a declining play — different risk/reward profiles.

IBKR carries more volatility with a beta of 1.33 — expect wider price swings.

IBKR is growing revenue faster at 16.8% — sustainability is the question.

IBKR generates stronger free cash flow (3.6B), providing more financial flexibility.

Bottom Line

IBKR scores higher overall (64/100 vs 51/100), backed by strong 16.1% margins and 16.8% revenue growth. Both earn "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.

Metalpha Technology Holding Limited

FINANCIAL SERVICES · CAPITAL MARKETS · China

Metalpha Technology Holding Limited is a pioneering fintech company focused on transforming financial services within the cryptocurrency sector. Leveraging cutting-edge technology and data analytics, Metalpha enhances trading efficiency while ensuring rigorous compliance and security for its clientele. With an experienced management team and key strategic alliances, the company is well-positioned to capitalize on the increasing global appetite for innovative cryptocurrency solutions, presenting substantial investment opportunities in the dynamic landscape of digital assets.

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