WallStSmart

Interactive Brokers Group Inc (IBKR)vsMarketAxess Holdings Inc (MKTX)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Interactive Brokers Group Inc generates 686% more annual revenue ($6.83B vs $870.02M). MKTX leads profitability with a 35.2% profit margin vs 16.5%. MKTX appears more attractively valued with a PEG of 1.23. 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

MKTX

Buy

62

out of 100

Grade: C+

Growth: 4.0Profit: 9.5Value: 5.7Quality: 7.5
Piotroski: 3/9Altman Z: 3.73

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
$155.68B9/10

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

MKTX5 strengths · Avg: 9.6/10
Profit MarginProfitability
35.2%10/10

Keeps 35 of every $100 in revenue as profit

Operating MarginProfitability
41.9%10/10

Strong operational efficiency at 41.9%

Altman Z-ScoreHealth
3.7310/10

Safe zone — low bankruptcy risk

Return on EquityProfitability
26.0%9/10

Every $100 of equity generates 26 in profit

Debt/EquityHealth
0.149/10

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

MKTX3 concerns · Avg: 3.0/10
EPS GrowthGrowth
1.0%4/10

1.0% earnings growth

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Revenue GrowthGrowth
-0.5%2/10

Revenue declined 0.5%

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 : MKTX

The strongest argument for MKTX centers on Profit Margin, Operating Margin, Altman Z-Score. Profitability is solid with margins at 35.2% and operating margin at 41.9%. PEG of 1.23 suggests the stock is reasonably priced for its growth.

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 : MKTX

The primary concerns for MKTX are EPS Growth, Piotroski F-Score, Revenue Growth.

Key Dynamics to Monitor

IBKR profiles as a growth stock while MKTX is a declining 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 62/100), backed by strong 16.5% margins and 26.3% 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.

MarketAxess Holdings Inc

FINANCIAL SERVICES · CAPITAL MARKETS · USA

MarketAxess Holdings Inc. (MarketAxess) is an international financial technology company that operates an electronic trading platform for the institutional credit markets, and also provides market data and post-trade services.

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