Interactive Brokers Group Inc (IBKR)vsOppenheimer Holdings Inc (OPY)
IBKR
Interactive Brokers Group Inc
$68.68
+3.87%
FINANCIAL SERVICES · Cap: $115.34B
OPY
Oppenheimer Holdings Inc
$88.06
+1.98%
FINANCIAL SERVICES · Cap: $914.40M
Smart Verdict
WallStSmart Research — data-driven comparison
Interactive Brokers Group Inc generates 300% more annual revenue ($6.21B vs $1.55B). IBKR leads profitability with a 15.9% profit margin vs 9.6%. IBKR appears more attractively valued with a PEG of 2.32. OPY earns a higher WallStSmart Score of 74/100 (B).
IBKR
Strong Buy66
out of 100
Grade: B-
OPY
Strong Buy74
out of 100
Grade: B
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
+85.7%
Fair Value
$610.27
Current Price
$88.06
$522.21 discount
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
Attractively priced relative to earnings
Reasonable price relative to book value
Strong operational efficiency at 35.2%
Revenue surging 27.8% year-over-year
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
Weak financial health signals
Smaller company, higher risk/reward
Expensive relative to growth rate
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 : OPY
The strongest argument for OPY centers on P/E Ratio, Price/Book, Operating Margin. Revenue growth of 27.8% demonstrates continued momentum.
Bear Case : IBKR
The primary concerns for IBKR are PEG Ratio, P/E Ratio, Piotroski F-Score.
Bear Case : OPY
The primary concerns for OPY are Market Cap, PEG Ratio.
Key Dynamics to Monitor
IBKR carries more volatility with a beta of 1.25 — expect wider price swings.
OPY is growing revenue faster at 27.8% — sustainability is the question.
IBKR generates stronger free cash flow (1.6B), providing more financial flexibility.
Monitor CAPITAL MARKETS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
OPY scores higher overall (74/100 vs 66/100) and 27.8% revenue growth. IBKR offers better value entry with a 26.5% margin of safety. Both earn "Strong Buy" and "Strong 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.
Oppenheimer Holdings Inc
FINANCIAL SERVICES · CAPITAL MARKETS · USA
Oppenheimer Holdings Inc. is a middle market investment bank and full service stockbroker in the Americas, Europe, the Middle East and Asia. The company is headquartered in New York, New York.
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