WallStSmart

Futu Holdings Ltd (FUTU)vsInteractive Brokers Group Inc (IBKR)

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Smart Verdict

WallStSmart Research — data-driven comparison

Futu Holdings Ltd generates 240% more annual revenue ($21.09B vs $6.21B). FUTU leads profitability with a 53.8% profit margin vs 15.9%. FUTU trades at a lower P/E of 13.7x. FUTU earns a higher WallStSmart Score of 79/100 (B+).

FUTU

Strong Buy

79

out of 100

Grade: B+

Growth: 10.0Profit: 9.0Value: 8.3Quality: 6.3
Piotroski: 4/9

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

FUTUUndervalued (+67.7%)

Margin of Safety

+67.7%

Fair Value

$479.23

Current Price

$140.60

$338.63 discount

UndervaluedFair: $479.23Overvalued
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

FUTU6 strengths · Avg: 9.7/10
Return on EquityProfitability
33.1%10/10

Every $100 of equity generates 33 in profit

Profit MarginProfitability
53.8%10/10

Keeps 54 of every $100 in revenue as profit

Operating MarginProfitability
69.1%10/10

Strong operational efficiency at 69.1%

Revenue GrowthGrowth
53.1%10/10

Revenue surging 53.1% year-over-year

EPS GrowthGrowth
78.8%10/10

Earnings expanding 78.8% YoY

P/E RatioValuation
13.7x8/10

Attractively priced relative to earnings

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

FUTU0 concerns · Avg: 0/10

No major concerns identified

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 : FUTU

The strongest argument for FUTU centers on Return on Equity, Profit Margin, Operating Margin. Profitability is solid with margins at 53.8% and operating margin at 69.1%. Revenue growth of 53.1% 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 : FUTU

No major red flags identified for FUTU, but monitor valuation.

Bear Case : IBKR

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

Key Dynamics to Monitor

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

FUTU is growing revenue faster at 53.1% — sustainability is the question.

Monitor CAPITAL MARKETS industry trends, competitive dynamics, and regulatory changes.

Bottom Line

FUTU scores higher overall (79/100 vs 66/100), backed by strong 53.8% margins and 53.1% 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.

Futu Holdings Ltd

FINANCIAL SERVICES · CAPITAL MARKETS · China

Futu Holdings Limited operates an online brokerage and wealth management platform in Hong Kong and internationally. The company is headquartered in Hong Kong, Hong Kong.

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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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