WallStSmart

Interactive Brokers Group Inc (IBKR)vsVirtu Financial, Inc. (VIRT)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Interactive Brokers Group Inc generates 109% more annual revenue ($6.83B vs $3.26B). VIRT leads profitability with a 16.9% profit margin vs 16.5%. VIRT trades at a lower P/E of 10.7x. 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

VIRT

Buy

64

out of 100

Grade: C+

Growth: 6.0Profit: 8.5Value: 6.7Quality: 4.0
Piotroski: 4/9Altman Z: 0.63

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

VIRT5 strengths · Avg: 9.2/10
P/E RatioValuation
10.7x10/10

Attractively priced relative to earnings

Return on EquityProfitability
36.7%10/10

Every $100 of equity generates 37 in profit

Operating MarginProfitability
36.3%10/10

Strong operational efficiency at 36.3%

Price/BookValuation
2.9x8/10

Reasonable price relative to book value

Revenue GrowthGrowth
29.1%8/10

Revenue surging 29.1% year-over-year

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

VIRT3 concerns · Avg: 2.3/10
Debt/EquityHealth
1.413/10

Elevated debt levels

EPS GrowthGrowth
-1.2%2/10

Earnings declined 1.2%

Altman Z-ScoreHealth
0.632/10

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 : VIRT

The strongest argument for VIRT centers on P/E Ratio, Return on Equity, Operating Margin. Profitability is solid with margins at 16.9% and operating margin at 36.3%. Revenue growth of 29.1% 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 : VIRT

The primary concerns for VIRT are Debt/Equity, EPS Growth, Altman Z-Score.

Key Dynamics to Monitor

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

VIRT is growing revenue faster at 29.1% — sustainability is the question.

IBKR generates stronger free cash flow (6.2B), providing more financial flexibility.

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

Bottom Line

IBKR scores higher overall (72/100 vs 64/100), 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.

Virtu Financial, Inc.

FINANCIAL SERVICES · CAPITAL MARKETS · USA

Virtu Financial, Inc., a financial services company, provides data, analytics and connectivity products and execution services to clients around the world. The company is headquartered in New York, New York.

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