WallStSmart

Interactive Brokers Group Inc (IBKR)vsNetcapital Inc (NCPL)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Interactive Brokers Group Inc generates 871435% more annual revenue ($6.45B vs $739,500). IBKR leads profitability with a 16.1% profit margin vs 0.0%. 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

NCPL

Avoid

21

out of 100

Grade: F

Growth: 2.0Profit: 2.5Value: 5.0Quality: 4.5
Piotroski: 2/9Altman Z: -5.08

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
$150.49B9/10

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

NCPL2 strengths · Avg: 9.5/10
Price/BookValuation
0.3x10/10

Reasonable price relative to book value

Debt/EquityHealth
0.119/10

Conservative balance sheet, low leverage

Areas to Watch

IBKR4 concerns · Avg: 3.3/10
PEG RatioValuation
2.394/10

Expensive relative to growth rate

P/E RatioValuation
38.1x4/10

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

NCPL4 concerns · Avg: 2.8/10
Market CapQuality
$7.31M3/10

Smaller company, higher risk/reward

Profit MarginProfitability
0.0%3/10

0.0% margin — thin

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Return on EquityProfitability
-130.2%2/10

ROE of -130.2% — below average capital efficiency

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 : NCPL

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

Bear Case : IBKR

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

Bear Case : NCPL

The primary concerns for NCPL are Market Cap, Profit Margin, Piotroski F-Score.

Key Dynamics to Monitor

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

NCPL carries more volatility with a beta of 1.55 — 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 21/100), backed by strong 16.1% margins and 16.8% revenue growth. Both earn "Buy" and "Avoid" 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.

Netcapital Inc

FINANCIAL SERVICES · CAPITAL MARKETS · USA

Netcapital Inc. is a fintech company. The company is headquartered in Boston, Massachusetts.

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