WallStSmart

Interactive Brokers Group Inc (IBKR)vsPACCAR Inc (PCAR)

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Smart Verdict

WallStSmart Research — data-driven comparison

PACCAR Inc generates 331% more annual revenue ($27.78B vs $6.45B). IBKR leads profitability with a 16.1% profit margin vs 8.9%. PCAR appears more attractively valued with a PEG of 1.19. 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: 5.3
Piotroski: 2/9

PCAR

Buy

54

out of 100

Grade: C-

Growth: 4.0Profit: 6.0Value: 4.7Quality: 4.5
Piotroski: 1/9
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Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for IBKR.

PCARSignificantly Overvalued (-24.5%)

Margin of Safety

-24.5%

Fair Value

$103.99

Current Price

$114.31

$10.32 premium

UndervaluedFair: $103.99Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

IBKR6 strengths · Avg: 9.0/10
Operating MarginProfitability
76.8%10/10

Strong operational efficiency at 76.8%

Debt/EquityHealth
0.0010/10

Conservative balance sheet, low leverage

Market CapQuality
$143.52B9/10

Large-cap with strong market position

Return on EquityProfitability
23.6%9/10

Every $100 of equity generates 24 in profit

Revenue GrowthGrowth
16.8%8/10

16.8% revenue growth

EPS GrowthGrowth
21.6%8/10

Earnings expanding 21.6% YoY

PCAR1 strengths · Avg: 9.0/10
Market CapQuality
$60.02B9/10

Large-cap with strong market position

Areas to Watch

IBKR3 concerns · Avg: 3.7/10
PEG RatioValuation
2.354/10

Expensive relative to growth rate

P/E RatioValuation
36.2x4/10

Premium valuation, high expectations priced in

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

PCAR2 concerns · Avg: 2.5/10
Piotroski F-ScoreQuality
1/93/10

Weak financial health signals

Revenue GrowthGrowth
-8.9%2/10

Revenue declined 8.9%

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 : PCAR

The strongest argument for PCAR centers on Market Cap. PEG of 1.19 suggests the stock is reasonably priced for its growth.

Bear Case : IBKR

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

Bear Case : PCAR

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

Key Dynamics to Monitor

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

IBKR carries more volatility with a beta of 1.32 — expect wider price swings.

IBKR is growing revenue faster at 16.8% — sustainability is the question.

Monitor CAPITAL MARKETS industry trends, competitive dynamics, and regulatory changes.

Bottom Line

IBKR scores higher overall (64/100 vs 54/100), backed by strong 16.1% margins and 16.8% revenue growth. Both earn "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.

PACCAR Inc

INDUSTRIALS · FARM & HEAVY CONSTRUCTION MACHINERY · USA

PACCAR Inc is an American Fortune 500 company and counts among the largest manufacturers of medium- and heavy-duty trucks in the world. PACCAR is engaged in the design, manufacture and customer support of light-, medium- and heavy-duty trucks under the Kenworth, Peterbilt, Leyland Trucks, and DAF nameplates. PACCAR also designs and manufactures powertrains, provides financial services and information technology, and distributes truck parts related to its principal business.

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