WallStSmart

BGC Group Inc. (BGC)vsInteractive Brokers Group Inc (IBKR)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Interactive Brokers Group Inc generates 120% more annual revenue ($6.21B vs $2.82B). IBKR leads profitability with a 15.9% profit margin vs 5.5%. IBKR appears more attractively valued with a PEG of 2.32. IBKR earns a higher WallStSmart Score of 66/100 (B-).

BGC

Hold

49

out of 100

Grade: D+

Growth: 6.7Profit: 4.5Value: 4.7Quality: 5.3
Piotroski: 7/9Altman Z: 1.30

IBKR

Strong Buy

66

out of 100

Grade: B-

Growth: 9.3Profit: 7.5Value: 9.3Quality: 5.3
Piotroski: 2/9
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

BGCSignificantly Overvalued (-312.8%)

Margin of Safety

-312.8%

Fair Value

$2.11

Current Price

$9.44

$7.33 premium

UndervaluedFair: $2.11Overvalued
IBKRUndervalued (+26.5%)

Margin of Safety

+26.5%

Fair Value

$103.90

Current Price

$68.68

$35.22 discount

UndervaluedFair: $103.90Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BGC1 strengths · Avg: 10.0/10
Revenue GrowthGrowth
32.0%10/10

Revenue surging 32.0% year-over-year

IBKR6 strengths · Avg: 9.0/10
Operating MarginProfitability
78.8%10/10

Strong operational efficiency at 78.8%

Debt/EquityHealth
0.0010/10

Conservative balance sheet, low leverage

Market CapQuality
$115.34B9/10

Large-cap with strong market position

Return on EquityProfitability
23.5%9/10

Every $100 of equity generates 24 in profit

Revenue GrowthGrowth
15.2%8/10

15.2% revenue growth

EPS GrowthGrowth
30.3%8/10

Earnings expanding 30.3% YoY

Areas to Watch

BGC4 concerns · Avg: 2.8/10
P/E RatioValuation
30.4x4/10

Premium valuation, high expectations priced in

Profit MarginProfitability
5.5%3/10

5.5% margin — thin

PEG RatioValuation
3.602/10

Expensive relative to growth rate

EPS GrowthGrowth
-42.3%2/10

Earnings declined 42.3%

IBKR3 concerns · Avg: 3.7/10
PEG RatioValuation
2.324/10

Expensive relative to growth rate

P/E RatioValuation
30.6x4/10

Premium valuation, high expectations priced in

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull Case : BGC

The strongest argument for BGC centers on Revenue Growth. Revenue growth of 32.0% demonstrates continued momentum.

Bull Case : IBKR

The strongest argument for IBKR centers on Operating Margin, Debt/Equity, Market Cap. Profitability is solid with margins at 15.9% and operating margin at 78.8%. Revenue growth of 15.2% demonstrates continued momentum.

Bear Case : BGC

The primary concerns for BGC are P/E Ratio, Profit Margin, PEG Ratio.

Bear Case : IBKR

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

Key Dynamics to Monitor

BGC profiles as a hypergrowth stock while IBKR is a growth play — different risk/reward profiles.

IBKR carries more volatility with a beta of 1.25 — expect wider price swings.

BGC is growing revenue faster at 32.0% — sustainability is the question.

IBKR generates stronger free cash flow (1.6B), providing more financial flexibility.

Bottom Line

IBKR scores higher overall (66/100 vs 49/100), backed by strong 15.9% margins and 15.2% revenue growth. Both earn "Strong Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

BGC Group Inc.

FINANCIAL SERVICES · CAPITAL MARKETS · USA

BGC Group Inc. (BGC) is a leading global brokerage and financial technology firm that specializes in fixed income, foreign exchange, and derivatives markets. With a strong reputation for its inter-dealer broking capabilities, BGC leverages sophisticated technological platforms to provide innovative solutions that enhance market liquidity and cater to its diverse clientele, which includes financial institutions, hedge funds, and corporations. The company's commitment to operational excellence and sustainable growth solidifies its competitive position within the dynamic financial services sector, making it a compelling choice for institutional investors seeking exposure to a forward-thinking market leader.

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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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