Interactive Brokers Group Inc (IBKR)vsOppenheimer Holdings Inc (OPY)
IBKR
Interactive Brokers Group Inc
$81.33
-1.41%
FINANCIAL SERVICES · Cap: $131.02B
OPY
Oppenheimer Holdings Inc
$89.68
-1.94%
FINANCIAL SERVICES · Cap: $971.72M
Smart Verdict
WallStSmart Research — data-driven comparison
Interactive Brokers Group Inc generates 322% more annual revenue ($7.06B vs $1.67B). IBKR leads profitability with a 16.7% profit margin vs 5.2%. IBKR appears more attractively valued with a PEG of 1.10. IBKR earns a higher WallStSmart Score of 66/100 (B-).
IBKR
Strong Buy66
out of 100
Grade: B-
OPY
Hold46
out of 100
Grade: D+
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 77.7%
Conservative balance sheet, low leverage
Large-cap with strong market position
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
Moderate valuation
Weak financial health signals
Distress zone — elevated risk
Smaller company, higher risk/reward
5.2% margin — thin
Elevated debt levels
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 16.7% and operating margin at 77.7%. Revenue growth of 13.5% demonstrates continued momentum.
Bull Case : OPY
The strongest argument for OPY centers on P/E Ratio, Price/Book.
Bear Case : IBKR
The primary concerns for IBKR are P/E Ratio, Piotroski F-Score, Altman Z-Score.
Bear Case : OPY
The primary concerns for OPY are Market Cap, Profit Margin, Debt/Equity.
Key Dynamics to Monitor
IBKR profiles as a mature stock while OPY is a value play — different risk/reward profiles.
IBKR carries more volatility with a beta of 1.37 — expect wider price swings.
IBKR is growing revenue faster at 13.5% — sustainability is the question.
IBKR generates stronger free cash flow (814M), providing more financial flexibility.
Bottom Line
IBKR scores higher overall (66/100 vs 46/100), backed by strong 16.7% margins and 13.5% revenue growth. Both earn "Strong Buy" and "Hold" 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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