Evercore Partners Inc (EVR)vsInteractive Brokers Group Inc (IBKR)
EVR
Evercore Partners Inc
$286.87
+3.03%
FINANCIAL SERVICES · Cap: $11.03B
IBKR
Interactive Brokers Group Inc
$68.68
+3.87%
FINANCIAL SERVICES · Cap: $115.34B
Smart Verdict
WallStSmart Research — data-driven comparison
Interactive Brokers Group Inc generates 61% more annual revenue ($6.21B vs $3.86B). IBKR leads profitability with a 15.9% profit margin vs 15.3%. EVR appears more attractively valued with a PEG of 1.29. EVR earns a higher WallStSmart Score of 78/100 (B+).
EVR
Strong Buy78
out of 100
Grade: B+
IBKR
Strong Buy66
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+47.4%
Fair Value
$657.07
Current Price
$286.87
$370.20 discount
Margin of Safety
+26.5%
Fair Value
$103.90
Current Price
$68.68
$35.22 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 30 in profit
Revenue surging 32.2% year-over-year
Strong operational efficiency at 24.7%
Earnings expanding 44.8% YoY
Strong operational efficiency at 78.8%
Conservative balance sheet, low leverage
Large-cap with strong market position
Every $100 of equity generates 24 in profit
15.2% revenue growth
Earnings expanding 30.3% YoY
Areas to Watch
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : EVR
The strongest argument for EVR centers on Return on Equity, Revenue Growth, Operating Margin. Profitability is solid with margins at 15.3% and operating margin at 24.7%. Revenue growth of 32.2% 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 : EVR
The primary concerns for EVR are Piotroski F-Score.
Bear Case : IBKR
The primary concerns for IBKR are PEG Ratio, P/E Ratio, Piotroski F-Score.
Key Dynamics to Monitor
EVR carries more volatility with a beta of 1.57 — expect wider price swings.
EVR is growing revenue faster at 32.2% — sustainability is the question.
IBKR generates stronger free cash flow (1.6B), providing more financial flexibility.
Monitor CAPITAL MARKETS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
EVR scores higher overall (78/100 vs 66/100), backed by strong 15.3% margins and 32.2% revenue growth. IBKR offers better value entry with a 26.5% margin of safety. 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.
Evercore Partners Inc
FINANCIAL SERVICES · CAPITAL MARKETS · USA
Evercore Inc., is an independent investment banking advisory firm in the United States, Europe, Latin America and internationally. The company is headquartered in New York, New York.
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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