WallStSmart

Interactive Brokers Group Inc (IBKR)vsUp Fintech Holding Ltd (TIGR)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Interactive Brokers Group Inc generates 1026% more annual revenue ($6.83B vs $607.24M). TIGR leads profitability with a 18.4% profit margin vs 16.5%. TIGR trades at a lower P/E of 10.5x. IBKR earns a higher WallStSmart Score of 72/100 (B).

IBKR

Strong Buy

72

out of 100

Grade: B

Growth: 9.3Profit: 7.5Value: 5.0Quality: 4.5
Piotroski: 3/9Altman Z: 0.41

TIGR

Buy

61

out of 100

Grade: C+

Growth: 7.3Profit: 7.0Value: 6.7Quality: 8.0
Piotroski: 6/9Altman Z: 1.46

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

IBKR5 strengths · Avg: 8.6/10
Operating MarginProfitability
76.5%10/10

Strong operational efficiency at 76.5%

Market CapQuality
$155.68B9/10

Large-cap with strong market position

Revenue GrowthGrowth
26.3%8/10

Revenue surging 26.3% year-over-year

EPS GrowthGrowth
35.3%8/10

Earnings expanding 35.3% YoY

Free Cash FlowQuality
$6.20B8/10

Generating 6.2B in free cash flow

TIGR5 strengths · Avg: 10.0/10
P/E RatioValuation
10.5x10/10

Attractively priced relative to earnings

Price/BookValuation
1.0x10/10

Reasonable price relative to book value

Operating MarginProfitability
35.3%10/10

Strong operational efficiency at 35.3%

Revenue GrowthGrowth
32.4%10/10

Revenue surging 32.4% year-over-year

Debt/EquityHealth
0.0710/10

Conservative balance sheet, low leverage

Areas to Watch

IBKR4 concerns · Avg: 2.5/10
P/E RatioValuation
36.3x4/10

Premium valuation, high expectations priced in

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Altman Z-ScoreHealth
0.412/10

Distress zone — elevated risk

Debt/EquityHealth
7.691/10

Elevated debt levels

TIGR3 concerns · Avg: 2.3/10
Market CapQuality
$904.62M3/10

Smaller company, higher risk/reward

EPS GrowthGrowth
-33.3%2/10

Earnings declined 33.3%

Altman Z-ScoreHealth
1.462/10

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 16.5% and operating margin at 76.5%. Revenue growth of 26.3% demonstrates continued momentum.

Bull Case : TIGR

The strongest argument for TIGR centers on P/E Ratio, Price/Book, Operating Margin. Profitability is solid with margins at 18.4% and operating margin at 35.3%. Revenue growth of 32.4% demonstrates continued momentum.

Bear Case : IBKR

The primary concerns for IBKR are P/E Ratio, Piotroski F-Score, Altman Z-Score. Debt-to-equity of 7.69 is elevated, increasing financial risk.

Bear Case : TIGR

The primary concerns for TIGR are Market Cap, EPS Growth, Altman Z-Score.

Key Dynamics to Monitor

IBKR carries more volatility with a beta of 1.35 — expect wider price swings.

TIGR is growing revenue faster at 32.4% — sustainability is the question.

Monitor CAPITAL MARKETS industry trends, competitive dynamics, and regulatory changes.

Bottom Line

IBKR scores higher overall (72/100 vs 61/100), backed by strong 16.5% margins and 26.3% 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.

Up Fintech Holding Ltd

FINANCIAL SERVICES · CAPITAL MARKETS · USA

UP Fintech Holding Limited offers online brokerage services focused on Chinese investors. The company is headquartered in Beijing, China.

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