Interactive Brokers Group Inc (IBKR)vsCharles Schwab Corp (SCHW)
IBKR
Interactive Brokers Group Inc
$81.72
+1.57%
FINANCIAL SERVICES · Cap: $135.17B
SCHW
Charles Schwab Corp
$91.50
-0.07%
FINANCIAL SERVICES · Cap: $160.57B
Smart Verdict
WallStSmart Research — data-driven comparison
Charles Schwab Corp generates 285% more annual revenue ($24.80B vs $6.45B). SCHW leads profitability with a 38.0% profit margin vs 16.1%. SCHW appears more attractively valued with a PEG of 1.16. SCHW earns a higher WallStSmart Score of 75/100 (B+).
IBKR
Buy64
out of 100
Grade: C+
SCHW
Strong Buy75
out of 100
Grade: B+
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
Every $100 of equity generates 24 in profit
16.8% revenue growth
Earnings expanding 21.6% YoY
Keeps 38 of every $100 in revenue as profit
Strong operational efficiency at 49.2%
Conservative balance sheet, low leverage
Large-cap with strong market position
15.8% revenue growth
Earnings expanding 38.6% YoY
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
Weak financial health signals
Negative free cash flow — burning cash
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 : SCHW
The strongest argument for SCHW centers on Profit Margin, Operating Margin, Debt/Equity. Profitability is solid with margins at 38.0% and operating margin at 49.2%. Revenue growth of 15.8% demonstrates continued momentum.
Bear Case : IBKR
The primary concerns for IBKR are PEG Ratio, P/E Ratio, Piotroski F-Score.
Bear Case : SCHW
The primary concerns for SCHW are Free Cash Flow.
Key Dynamics to Monitor
IBKR carries more volatility with a beta of 1.26 — expect wider price swings.
IBKR is growing revenue faster at 16.8% — sustainability is the question.
IBKR generates stronger free cash flow (1.6B), providing more financial flexibility.
Monitor CAPITAL MARKETS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
SCHW scores higher overall (75/100 vs 64/100), backed by strong 38.0% margins and 15.8% revenue growth. Both earn "Strong 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.
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.
Visit Website →Compare with Other CAPITAL MARKETS Stocks
Want to dig deeper into these stocks?