Interactive Brokers Group Inc (IBKR)vsMoelis & Co (MC)
IBKR
Interactive Brokers Group Inc
$68.68
+3.87%
FINANCIAL SERVICES · Cap: $115.34B
MC
Moelis & Co
$55.30
+2.22%
FINANCIAL SERVICES · Cap: $4.00B
Smart Verdict
WallStSmart Research — data-driven comparison
Interactive Brokers Group Inc generates 309% more annual revenue ($6.21B vs $1.52B). IBKR leads profitability with a 15.9% profit margin vs 15.4%. MC appears more attractively valued with a PEG of 1.97. IBKR earns a higher WallStSmart Score of 66/100 (B-).
IBKR
Strong Buy66
out of 100
Grade: B-
MC
Buy61
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+26.5%
Fair Value
$103.90
Current Price
$68.68
$35.22 discount
Margin of Safety
-247.8%
Fair Value
$19.86
Current Price
$55.30
$35.44 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 78.8%
Conservative balance sheet, low leverage
Large-cap with strong market position
Every $100 of equity generates 24 in profit
15.2% revenue growth
Earnings expanding 30.3% YoY
Every $100 of equity generates 45 in profit
Strong operational efficiency at 26.2%
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
Weak financial health signals
Expensive relative to growth rate
Earnings declined 5.5%
Distress zone — elevated risk
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 15.9% and operating margin at 78.8%. Revenue growth of 15.2% demonstrates continued momentum.
Bull Case : MC
The strongest argument for MC centers on Return on Equity, Operating Margin. Profitability is solid with margins at 15.4% and operating margin at 26.2%. Revenue growth of 11.2% demonstrates continued momentum.
Bear Case : IBKR
The primary concerns for IBKR are PEG Ratio, P/E Ratio, Piotroski F-Score.
Bear Case : MC
The primary concerns for MC are PEG Ratio, EPS Growth, Altman Z-Score.
Key Dynamics to Monitor
IBKR profiles as a growth stock while MC is a mature play — different risk/reward profiles.
MC carries more volatility with a beta of 1.90 — expect wider price swings.
IBKR is growing revenue faster at 15.2% — sustainability is the question.
IBKR generates stronger free cash flow (1.6B), providing more financial flexibility.
Bottom Line
IBKR scores higher overall (66/100 vs 61/100), backed by strong 15.9% margins and 15.2% 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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