WallStSmart

Amgen Inc (AMGN)vsInteractive Brokers Group Inc (IBKR)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Amgen Inc generates 478% more annual revenue ($37.22B vs $6.45B). AMGN leads profitability with a 21.0% profit margin vs 16.1%. AMGN appears more attractively valued with a PEG of 2.18. IBKR earns a higher WallStSmart Score of 64/100 (C+).

AMGN

Buy

62

out of 100

Grade: C+

Growth: 6.0Profit: 9.0Value: 4.7Quality: 5.0
Piotroski: 4/9

IBKR

Buy

64

out of 100

Grade: C+

Growth: 8.7Profit: 7.5Value: 4.3Quality: 5.3
Piotroski: 2/9
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

AMGNFair Value (-2.2%)

Margin of Safety

-2.2%

Fair Value

$321.89

Current Price

$331.70

$9.81 premium

UndervaluedFair: $321.89Overvalued

Intrinsic value data unavailable for IBKR.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

AMGN5 strengths · Avg: 9.2/10
Return on EquityProfitability
101.3%10/10

Every $100 of equity generates 101 in profit

Operating MarginProfitability
33.8%10/10

Strong operational efficiency at 33.8%

Market CapQuality
$177.71B9/10

Large-cap with strong market position

Profit MarginProfitability
21.0%9/10

Keeps 21 of every $100 in revenue as profit

Free Cash FlowQuality
$1.48B8/10

Generating 1.5B in free cash flow

IBKR6 strengths · Avg: 9.0/10
Operating MarginProfitability
76.8%10/10

Strong operational efficiency at 76.8%

Debt/EquityHealth
0.0010/10

Conservative balance sheet, low leverage

Market CapQuality
$143.52B9/10

Large-cap with strong market position

Return on EquityProfitability
23.6%9/10

Every $100 of equity generates 24 in profit

Revenue GrowthGrowth
16.8%8/10

16.8% revenue growth

EPS GrowthGrowth
21.6%8/10

Earnings expanding 21.6% YoY

Areas to Watch

AMGN3 concerns · Avg: 4.0/10
PEG RatioValuation
2.184/10

Expensive relative to growth rate

Price/BookValuation
19.5x4/10

Trading at 19.5x book value

EPS GrowthGrowth
4.4%4/10

4.4% earnings growth

IBKR3 concerns · Avg: 3.7/10
PEG RatioValuation
2.354/10

Expensive relative to growth rate

P/E RatioValuation
36.2x4/10

Premium valuation, high expectations priced in

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull Case : AMGN

The strongest argument for AMGN centers on Return on Equity, Operating Margin, Market Cap. Profitability is solid with margins at 21.0% and operating margin at 33.8%.

Bull 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.

Bear Case : AMGN

The primary concerns for AMGN are PEG Ratio, Price/Book, EPS Growth.

Bear Case : IBKR

The primary concerns for IBKR are PEG Ratio, P/E Ratio, Piotroski F-Score.

Key Dynamics to Monitor

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

IBKR carries more volatility with a beta of 1.32 — expect wider price swings.

IBKR is growing revenue faster at 16.8% — sustainability is the question.

Monitor DRUG MANUFACTURERS - GENERAL industry trends, competitive dynamics, and regulatory changes.

Bottom Line

IBKR scores higher overall (64/100 vs 62/100), backed by strong 16.1% margins and 16.8% revenue growth. Both earn "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.

Amgen Inc

HEALTHCARE · DRUG MANUFACTURERS - GENERAL · USA

Amgen Inc. (formerly Applied Molecular Genetics Inc.) is an American multinational biopharmaceutical company headquartered in Thousand Oaks, California. Focused on molecular biology and biochemistry, its goal is to provide a healthcare business based on recombinant DNA technology.

Visit Website →

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.

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