Interactive Brokers Group Inc (IBKR)vsPerella Weinberg Partners (PWP)
IBKR
Interactive Brokers Group Inc
$81.77
-2.12%
FINANCIAL SERVICES · Cap: $140.89B
PWP
Perella Weinberg Partners
$12.94
+1.33%
FINANCIAL SERVICES · Cap: $1.29B
Smart Verdict
WallStSmart Research — data-driven comparison
Interactive Brokers Group Inc generates 924% more annual revenue ($7.06B vs $689.25M). IBKR leads profitability with a 16.7% profit margin vs 3.2%. IBKR trades at a lower P/E of 31.6x. IBKR earns a higher WallStSmart Score of 66/100 (B-).
IBKR
Strong Buy66
out of 100
Grade: B-
PWP
Hold47
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
Generating 6.2B in free cash flow
Earnings expanding 52.2% YoY
Conservative balance sheet, low leverage
Areas to Watch
Premium valuation, high expectations priced in
Weak financial health signals
Distress zone — elevated risk
0.8% revenue growth
Smaller company, higher risk/reward
3.2% margin — thin
Weak financial health signals
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 : PWP
The strongest argument for PWP centers on EPS Growth, Debt/Equity.
Bear Case : IBKR
The primary concerns for IBKR are P/E Ratio, Piotroski F-Score, Altman Z-Score.
Bear Case : PWP
The primary concerns for PWP are Revenue Growth, Market Cap, Profit Margin. A P/E of 51.0x leaves little room for execution misses. Thin 3.2% margins leave little buffer for downturns.
Key Dynamics to Monitor
IBKR profiles as a mature stock while PWP is a value play — different risk/reward profiles.
PWP carries more volatility with a beta of 1.63 — expect wider price swings.
IBKR is growing revenue faster at 13.5% — sustainability is the question.
IBKR generates stronger free cash flow (6.2B), providing more financial flexibility.
Bottom Line
IBKR scores higher overall (66/100 vs 47/100), 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.
Perella Weinberg Partners
FINANCIAL SERVICES · CAPITAL MARKETS · USA
Perella Weinberg Partners (PWP) is a distinguished independent advisory and asset management firm, esteemed for its expertise in mergers and acquisitions, restructuring, and capital raising across a wide array of industries. With a strong global footprint and deep-rooted client relationships, PWP delivers tailored financial solutions that enhance client value and navigate complex market landscapes. Its commitment to a client-centric approach and operational excellence not only sets it apart in the financial sector but also underscores its potential as a strategic investment for institutional investors aiming for sustainable growth.
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