Interactive Brokers Group Inc (IBKR)vsPerella Weinberg Partners (PWP)
IBKR
Interactive Brokers Group Inc
$87.06
+2.15%
FINANCIAL SERVICES · Cap: $150.49B
PWP
Perella Weinberg Partners
$15.48
-0.26%
FINANCIAL SERVICES · Cap: $1.49B
Smart Verdict
WallStSmart Research — data-driven comparison
Interactive Brokers Group Inc generates 837% more annual revenue ($6.45B vs $687.99M). IBKR leads profitability with a 16.1% profit margin vs 2.9%. IBKR trades at a lower P/E of 38.1x. IBKR earns a higher WallStSmart Score of 64/100 (C+).
IBKR
Buy64
out of 100
Grade: C+
PWP
Avoid28
out of 100
Grade: F
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 76.8%
Conservative balance sheet, low leverage
Large-cap with strong market position
16.8% revenue growth
Earnings expanding 22.9% YoY
Generating 3.6B in free cash flow
Conservative balance sheet, low leverage
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
Weak financial health signals
Distress zone — elevated risk
Smaller company, higher risk/reward
2.9% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
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 16.1% and operating margin at 76.8%. Revenue growth of 16.8% demonstrates continued momentum.
Bull Case : PWP
The strongest argument for PWP centers on Debt/Equity.
Bear Case : IBKR
The primary concerns for IBKR are PEG Ratio, P/E Ratio, Piotroski F-Score.
Bear Case : PWP
The primary concerns for PWP are Market Cap, Profit Margin, Piotroski F-Score. A P/E of 62.6x leaves little room for execution misses. Thin 2.9% margins leave little buffer for downturns.
Key Dynamics to Monitor
IBKR profiles as a growth stock while PWP is a value play — different risk/reward profiles.
PWP carries more volatility with a beta of 1.64 — 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 28/100), 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.
Perella Weinberg Partners
FINANCIAL SERVICES · CAPITAL MARKETS · USA
Perella Weinberg Partners (PWP) is a leading independent advisory and asset management firm, recognized for its strategic acumen in mergers and acquisitions, restructuring, and capital raising across diverse industries. The firm leverages its expansive global network and established client relationships to provide bespoke financial solutions aimed at maximizing client value. PWP’s client-centric philosophy and dedication to excellence position it as a reliable partner within the financial sector, making it a compelling investment opportunity for institutional investors seeking to align with a robust organization poised for long-term growth amidst dynamic market conditions.
Visit Website →Compare with Other CAPITAL MARKETS Stocks
Want to dig deeper into these stocks?