WallStSmart

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

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Smart Verdict

WallStSmart Research — data-driven comparison

Interactive Brokers Group Inc generates 18307% more annual revenue ($6.83B vs $37.13M). IBKR leads profitability with a 16.5% profit margin vs 3.5%. IBKR trades at a lower P/E of 36.3x. IBKR earns a higher WallStSmart Score of 72/100 (B).

IBKR

Strong Buy

72

out of 100

Grade: B

Growth: 9.3Profit: 7.5Value: 5.0Quality: 4.5
Piotroski: 3/9Altman Z: 0.41

MATH

Hold

37

out of 100

Grade: F

Growth: 5.3Profit: 6.5Value: 4.0Quality: 4.5
Piotroski: 1/9Altman Z: 0.01

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

IBKR5 strengths · Avg: 8.6/10
Operating MarginProfitability
76.5%10/10

Strong operational efficiency at 76.5%

Market CapQuality
$156.00B9/10

Large-cap with strong market position

Revenue GrowthGrowth
26.3%8/10

Revenue surging 26.3% year-over-year

EPS GrowthGrowth
35.3%8/10

Earnings expanding 35.3% YoY

Free Cash FlowQuality
$6.20B8/10

Generating 6.2B in free cash flow

MATH3 strengths · Avg: 10.0/10
Price/BookValuation
1.0x10/10

Reasonable price relative to book value

Return on EquityProfitability
37.6%10/10

Every $100 of equity generates 38 in profit

Debt/EquityHealth
0.0110/10

Conservative balance sheet, low leverage

Areas to Watch

IBKR4 concerns · Avg: 2.5/10
P/E RatioValuation
36.3x4/10

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

Debt/EquityHealth
7.691/10

Elevated debt levels

MATH4 concerns · Avg: 3.3/10
Revenue GrowthGrowth
1.1%4/10

1.1% revenue growth

Market CapQuality
$52.29M3/10

Smaller company, higher risk/reward

Profit MarginProfitability
3.5%3/10

3.5% margin — thin

Piotroski F-ScoreQuality
1/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull Case : IBKR

The strongest argument for IBKR centers on Operating Margin, Market Cap, Revenue Growth. Profitability is solid with margins at 16.5% and operating margin at 76.5%. Revenue growth of 26.3% demonstrates continued momentum.

Bull Case : MATH

The strongest argument for MATH centers on Price/Book, Return on Equity, Debt/Equity.

Bear Case : IBKR

The primary concerns for IBKR are P/E Ratio, Piotroski F-Score, Altman Z-Score. Debt-to-equity of 7.69 is elevated, increasing financial risk.

Bear Case : MATH

The primary concerns for MATH are Revenue Growth, Market Cap, Profit Margin. A P/E of 55.0x leaves little room for execution misses. Thin 3.5% margins leave little buffer for downturns.

Key Dynamics to Monitor

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

IBKR carries more volatility with a beta of 1.35 — expect wider price swings.

IBKR is growing revenue faster at 26.3% — sustainability is the question.

IBKR generates stronger free cash flow (6.2B), providing more financial flexibility.

Bottom Line

IBKR scores higher overall (72/100 vs 37/100), backed by strong 16.5% margins and 26.3% revenue growth. Both earn "Strong Buy" and "Hold" 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 an innovative fintech firm revolutionizing the cryptocurrency landscape by integrating advanced technology and data analytics into financial services. The company prioritizes trading efficiency alongside stringent compliance and security measures, catering to a diverse clientele in the rapidly evolving digital asset space. With a seasoned management team and strategic partnerships, Metalpha is strategically positioned to seize growth opportunities amid the expanding global demand for cryptocurrency solutions, making it a compelling prospect for institutional investors seeking exposure to the future of finance.

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