WallStSmart

Evercore Partners Inc (EVR)vsInteractive Brokers Group Inc (IBKR)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Interactive Brokers Group Inc generates 45% more annual revenue ($6.83B vs $4.71B). IBKR leads profitability with a 16.5% profit margin vs 15.8%. EVR appears more attractively valued with a PEG of 1.16. IBKR earns a higher WallStSmart Score of 72/100 (B).

EVR

Buy

62

out of 100

Grade: C+

Growth: 6.0Profit: 9.0Value: 6.3Quality: 6.5
Piotroski: 3/9Altman Z: 2.72

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

EVR3 strengths · Avg: 8.7/10
Return on EquityProfitability
40.1%10/10

Every $100 of equity generates 40 in profit

P/E RatioValuation
14.8x8/10

Attractively priced relative to earnings

Revenue GrowthGrowth
18.8%8/10

18.8% 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

EVR2 concerns · Avg: 2.5/10
Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

EPS GrowthGrowth
-1.7%2/10

Earnings declined 1.7%

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 : EVR

The strongest argument for EVR centers on Return on Equity, P/E Ratio, Revenue Growth. Profitability is solid with margins at 15.8% and operating margin at 17.0%. Revenue growth of 18.8% 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 : EVR

The primary concerns for EVR are Piotroski F-Score, EPS Growth.

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

EVR carries more volatility with a beta of 1.48 — 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 62/100), 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.

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.

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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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