Interactive Brokers Group Inc (IBKR)vsCharles Schwab Corp (SCHW)
IBKR
Interactive Brokers Group Inc
$87.99
-2.75%
FINANCIAL SERVICES · Cap: $158.60B
SCHW
Charles Schwab Corp
$105.24
+0.87%
FINANCIAL SERVICES · Cap: $175.30B
Smart Verdict
WallStSmart Research — data-driven comparison
Charles Schwab Corp generates 279% more annual revenue ($26.03B vs $6.87B). SCHW leads profitability with a 38.8% profit margin vs 16.4%. SCHW appears more attractively valued with a PEG of 1.19. SCHW earns a higher WallStSmart Score of 79/100 (B+).
IBKR
Strong Buy68
out of 100
Grade: B-
SCHW
Strong Buy79
out of 100
Grade: B+
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 76.8%
Large-cap with strong market position
Revenue surging 23.7% year-over-year
Earnings expanding 36.9% YoY
Generating 3.6B in free cash flow
Keeps 39 of every $100 in revenue as profit
Strong operational efficiency at 51.9%
Large-cap with strong market position
Every $100 of equity generates 20 in profit
Revenue surging 20.9% year-over-year
Earnings expanding 42.6% YoY
Areas to Watch
Premium valuation, high expectations priced in
Weak financial health signals
Expensive relative to growth rate
Distress zone — elevated risk
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : IBKR
The strongest argument for IBKR centers on Operating Margin, Market Cap, Revenue Growth. Profitability is solid with margins at 16.4% and operating margin at 76.8%. Revenue growth of 23.7% 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 38.8% and operating margin at 51.9%. Revenue growth of 20.9% demonstrates continued momentum.
Bear Case : IBKR
The primary concerns for IBKR are P/E Ratio, Piotroski F-Score, PEG Ratio. Debt-to-equity of 7.69 is elevated, increasing financial risk.
Bear Case : SCHW
The primary concerns for SCHW are Altman Z-Score.
Key Dynamics to Monitor
IBKR carries more volatility with a beta of 1.33 — expect wider price swings.
IBKR is growing revenue faster at 23.7% — sustainability is the question.
SCHW generates stronger free cash flow (7.2B), providing more financial flexibility.
Monitor CAPITAL MARKETS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
SCHW scores higher overall (79/100 vs 68/100), backed by strong 38.8% margins and 20.9% 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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