WallStSmart

Interactive Brokers Group Inc (IBKR)vsStifel Financial Corporation (SF)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Interactive Brokers Group Inc generates 21% more annual revenue ($6.87B vs $5.67B). IBKR leads profitability with a 16.4% profit margin vs 15.6%. SF appears more attractively valued with a PEG of 1.01. SF earns a higher WallStSmart Score of 76/100 (B+).

IBKR

Strong Buy

68

out of 100

Grade: B-

Growth: 9.3Profit: 7.5Value: 3.7Quality: 3.0
Piotroski: 3/9Altman Z: 0.41

SF

Strong Buy

76

out of 100

Grade: B+

Growth: 8.0Profit: 7.0Value: 6.3Quality: 5.0
Piotroski: 6/9Altman Z: 0.55

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

IBKR5 strengths · Avg: 8.6/10
Operating MarginProfitability
76.8%10/10

Strong operational efficiency at 76.8%

Market CapQuality
$158.60B9/10

Large-cap with strong market position

Revenue GrowthGrowth
23.7%8/10

Revenue surging 23.7% year-over-year

EPS GrowthGrowth
36.9%8/10

Earnings expanding 36.9% YoY

Free Cash FlowQuality
$3.58B8/10

Generating 3.6B in free cash flow

SF4 strengths · Avg: 8.5/10
EPS GrowthGrowth
469.2%10/10

Earnings expanding 469.2% YoY

P/E RatioValuation
15.0x8/10

Attractively priced relative to earnings

Price/BookValuation
2.4x8/10

Reasonable price relative to book value

Operating MarginProfitability
21.6%8/10

Strong operational efficiency at 21.6%

Areas to Watch

IBKR4 concerns · Avg: 2.8/10
P/E RatioValuation
37.1x4/10

Premium valuation, high expectations priced in

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

PEG RatioValuation
2.552/10

Expensive relative to growth rate

Altman Z-ScoreHealth
0.412/10

Distress zone — elevated risk

SF2 concerns · Avg: 2.0/10
Free Cash FlowQuality
$-390.42M2/10

Negative free cash flow — burning cash

Altman Z-ScoreHealth
0.552/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull 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 : SF

The strongest argument for SF centers on EPS Growth, P/E Ratio, Price/Book. Profitability is solid with margins at 15.6% and operating margin at 21.6%. Revenue growth of 14.3% 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 : SF

The primary concerns for SF are Free Cash Flow, Altman Z-Score.

Key Dynamics to Monitor

IBKR profiles as a growth stock while SF is a mature play — different risk/reward profiles.

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.

IBKR generates stronger free cash flow (3.6B), providing more financial flexibility.

Bottom Line

SF scores higher overall (76/100 vs 68/100), backed by strong 15.6% margins and 14.3% 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.

Stifel Financial Corporation

FINANCIAL SERVICES · CAPITAL MARKETS · USA

Stifel Financial Corp. The company is headquartered in St. Louis, Missouri.

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