WallStSmart

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

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Interactive Brokers Group Inc generates 1109% more annual revenue ($6.87B vs $567.88M). TIGR leads profitability with a 20.0% profit margin vs 16.4%. TIGR trades at a lower P/E of 8.0x. TIGR earns a higher WallStSmart Score of 71/100 (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

TIGR

Strong Buy

71

out of 100

Grade: B

Growth: 9.3Profit: 7.0Value: 6.7Quality: 6.5
Piotroski: 6/9Altman Z: 1.46

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

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

TIGR6 strengths · Avg: 9.7/10
P/E RatioValuation
8.0x10/10

Attractively priced relative to earnings

Price/BookValuation
1.0x10/10

Reasonable price relative to book value

Operating MarginProfitability
34.8%10/10

Strong operational efficiency at 34.8%

EPS GrowthGrowth
66.4%10/10

Earnings expanding 66.4% YoY

Profit MarginProfitability
20.0%9/10

Keeps 20 of every $100 in revenue as profit

Debt/EquityHealth
0.209/10

Conservative balance sheet, low leverage

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

TIGR2 concerns · Avg: 2.5/10
Market CapQuality
$875.63M3/10

Smaller company, higher risk/reward

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 16.4% and operating margin at 76.8%. Revenue growth of 23.7% 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 20.0% and operating margin at 34.8%. Revenue growth of 27.1% 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 : TIGR

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

Key Dynamics to Monitor

IBKR carries more volatility with a beta of 1.33 — expect wider price swings.

TIGR is growing revenue faster at 27.1% — sustainability is the question.

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

Bottom Line

TIGR scores higher overall (71/100 vs 68/100), backed by strong 20.0% margins and 27.1% 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.

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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