WallStSmart

Interactive Brokers Group Inc (IBKR)vsMoelis & Co (MC)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Interactive Brokers Group Inc generates 349% more annual revenue ($6.87B vs $1.53B). IBKR leads profitability with a 16.4% profit margin vs 14.5%. MC appears more attractively valued with a PEG of 1.97. IBKR earns a higher WallStSmart Score of 68/100 (B-).

IBKR

Strong Buy

68

out of 100

Grade: B-

Growth: 9.3Profit: 7.5Value: 3.7Quality: 3.0
Piotroski: 3/9Altman Z: 0.41

MC

Buy

51

out of 100

Grade: C-

Growth: 4.7Profit: 8.0Value: 5.0Quality: 5.0
Piotroski: 4/9Altman Z: 1.57

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

IBKR5 strengths · Avg: 8.6/10
Operating MarginProfitability
76.8%10/10

Strong operational efficiency at 76.8%

Market CapQuality
$158.60B9/10

Large-cap with strong market position

Revenue GrowthGrowth
23.7%8/10

Revenue surging 23.7% year-over-year

EPS GrowthGrowth
36.9%8/10

Earnings expanding 36.9% YoY

Free Cash FlowQuality
$3.58B8/10

Generating 3.6B in free cash flow

MC1 strengths · Avg: 10.0/10
Return on EquityProfitability
45.4%10/10

Every $100 of equity generates 45 in profit

Areas to Watch

IBKR4 concerns · Avg: 2.8/10
P/E RatioValuation
37.1x4/10

Premium valuation, high expectations priced in

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

PEG RatioValuation
2.552/10

Expensive relative to growth rate

Altman Z-ScoreHealth
0.412/10

Distress zone — elevated risk

MC4 concerns · Avg: 4.0/10
PEG RatioValuation
1.974/10

Expensive relative to growth rate

Price/BookValuation
10.0x4/10

Trading at 10.0x book value

Revenue GrowthGrowth
4.3%4/10

4.3% revenue growth

Altman Z-ScoreHealth
1.574/10

Distress zone — elevated risk

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 16.4% and operating margin at 76.8%. Revenue growth of 23.7% demonstrates continued momentum.

Bull Case : MC

The strongest argument for MC centers on Return on Equity.

Bear Case : IBKR

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

Bear Case : MC

The primary concerns for MC are PEG Ratio, Price/Book, Revenue Growth.

Key Dynamics to Monitor

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

MC carries more volatility with a beta of 1.85 — expect wider price swings.

IBKR is growing revenue faster at 23.7% — sustainability is the question.

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

Bottom Line

IBKR scores higher overall (68/100 vs 51/100), backed by strong 16.4% margins and 23.7% 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.

Moelis & Co

FINANCIAL SERVICES · CAPITAL MARKETS · USA

Moelis & Company is an investment banking advisory firm in the United States, Europe, and internationally. The company is headquartered in New York, New York.

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