WallStSmart

Cohen & Company Inc (COHN)vsInteractive Brokers Group Inc (IBKR)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Interactive Brokers Group Inc generates 2114% more annual revenue ($6.83B vs $308.76M). IBKR leads profitability with a 16.5% profit margin vs 5.8%. COHN trades at a lower P/E of 2.3x. IBKR earns a higher WallStSmart Score of 72/100 (B).

COHN

Buy

61

out of 100

Grade: C+

Growth: 8.7Profit: 7.0Value: 6.7Quality: 7.0
Piotroski: 5/9Altman Z: 1.67

IBKR

Strong Buy

72

out of 100

Grade: B

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

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

COHN4 strengths · Avg: 9.5/10
P/E RatioValuation
2.3x10/10

Attractively priced relative to earnings

Price/BookValuation
0.4x10/10

Reasonable price relative to book value

Return on EquityProfitability
30.3%10/10

Every $100 of equity generates 30 in profit

Revenue GrowthGrowth
16.8%8/10

16.8% revenue growth

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

Areas to Watch

COHN3 concerns · Avg: 3.3/10
Altman Z-ScoreHealth
1.674/10

Distress zone — elevated risk

Market CapQuality
$35.26M3/10

Smaller company, higher risk/reward

Profit MarginProfitability
5.8%3/10

5.8% margin — thin

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

Comparative Analysis Report

WallStSmart Research

Bull Case : COHN

The strongest argument for COHN centers on P/E Ratio, Price/Book, Return on Equity. Revenue growth of 16.8% demonstrates continued momentum.

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.

Bear Case : COHN

The primary concerns for COHN are Altman Z-Score, Market Cap, Profit Margin.

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.

Key Dynamics to Monitor

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

IBKR is growing revenue faster at 26.3% — 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 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.

Cohen & Company Inc

FINANCIAL SERVICES · CAPITAL MARKETS · USA

Cohen & Company Inc. is a publicly owned investment manager. The company is headquartered in Philadelphia, Pennsylvania with additional offices in New York City; Boca Raton, Florida; Chicago, Illinois; Bethesda, Maryland; Boston, Massachusetts; Paris, France; and London, United Kingdom.

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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