Interactive Brokers Group Inc (IBKR)vsCharles Schwab Corp (SCHW)
IBKR
Interactive Brokers Group Inc
$76.90
-5.96%
FINANCIAL SERVICES · Cap: $131.02B
SCHW
Charles Schwab Corp
$88.05
-1.59%
FINANCIAL SERVICES · Cap: $152.27B
Smart Verdict
WallStSmart Research — data-driven comparison
Charles Schwab Corp generates 283% more annual revenue ($27.06B vs $7.06B). SCHW leads profitability with a 39.3% profit margin vs 16.7%. SCHW appears more attractively valued with a PEG of 0.73. SCHW earns a higher WallStSmart Score of 80/100 (B+).
IBKR
Strong Buy66
out of 100
Grade: B-
SCHW
Strong Buy80
out of 100
Grade: B+
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
Keeps 39 of every $100 in revenue as profit
Strong operational efficiency at 52.7%
Large-cap with strong market position
Every $100 of equity generates 21 in profit
Growing faster than its price suggests
Attractively priced relative to earnings
Areas to Watch
Moderate valuation
Weak financial health signals
Distress zone — elevated risk
Negative free cash flow — burning cash
Distress zone — elevated risk
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 : SCHW
The strongest argument for SCHW centers on Profit Margin, Operating Margin, Market Cap. Profitability is solid with margins at 39.3% and operating margin at 52.7%. Revenue growth of 16.9% demonstrates continued momentum.
Bear Case : IBKR
The primary concerns for IBKR are P/E Ratio, Piotroski F-Score, Altman Z-Score.
Bear Case : SCHW
The primary concerns for SCHW are Free Cash Flow, Altman Z-Score.
Key Dynamics to Monitor
IBKR profiles as a mature stock while SCHW is a growth play — different risk/reward profiles.
IBKR carries more volatility with a beta of 1.37 — expect wider price swings.
SCHW is growing revenue faster at 16.9% — sustainability is the question.
IBKR generates stronger free cash flow (6.2B), providing more financial flexibility.
Bottom Line
SCHW scores higher overall (80/100 vs 66/100), backed by strong 39.3% margins and 16.9% revenue growth. 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.
Charles Schwab Corp
FINANCIAL SERVICES · CAPITAL MARKETS · USA
The Charles Schwab Corporation is an American multinational financial services company. It offers banking, commercial banking, an electronic trading platform, and wealth management advisory services to both retail and institutional clients.
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