Houlihan Lokey Inc (HLI)vsInteractive Brokers Group Inc (IBKR)
HLI
Houlihan Lokey Inc
$145.86
-0.92%
FINANCIAL SERVICES · Cap: $9.25B
IBKR
Interactive Brokers Group Inc
$75.82
+4.25%
FINANCIAL SERVICES · Cap: $131.02B
Smart Verdict
WallStSmart Research — data-driven comparison
Interactive Brokers Group Inc generates 180% more annual revenue ($7.06B vs $2.52B). IBKR leads profitability with a 16.7% profit margin vs 16.1%. IBKR appears more attractively valued with a PEG of 1.10. IBKR earns a higher WallStSmart Score of 66/100 (B-).
HLI
Hold48
out of 100
Grade: D+
IBKR
Strong Buy66
out of 100
Grade: B-
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Conservative balance sheet, low leverage
Strong operational efficiency at 77.7%
Conservative balance sheet, low leverage
Large-cap with strong market position
Generating 6.2B in free cash flow
Areas to Watch
Expensive relative to growth rate
Revenue declined 15.5%
Earnings declined 19.0%
Moderate valuation
Weak financial health signals
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : HLI
The strongest argument for HLI centers on Debt/Equity. Profitability is solid with margins at 16.1% and operating margin at 18.4%.
Bull Case : IBKR
The strongest argument for IBKR centers on Operating Margin, Debt/Equity, Market Cap. Profitability is solid with margins at 16.7% and operating margin at 77.7%. Revenue growth of 13.5% demonstrates continued momentum.
Bear Case : HLI
The primary concerns for HLI are PEG Ratio, Revenue Growth, EPS Growth.
Bear Case : IBKR
The primary concerns for IBKR are P/E Ratio, Piotroski F-Score, Altman Z-Score.
Key Dynamics to Monitor
HLI profiles as a declining stock while IBKR is a mature play — different risk/reward profiles.
IBKR carries more volatility with a beta of 1.37 — expect wider price swings.
IBKR is growing revenue faster at 13.5% — sustainability is the question.
IBKR generates stronger free cash flow (6.2B), providing more financial flexibility.
Bottom Line
IBKR scores higher overall (66/100 vs 48/100), backed by strong 16.7% margins and 13.5% 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.
Houlihan Lokey Inc
FINANCIAL SERVICES · CAPITAL MARKETS · USA
Houlihan Lokey, Inc., an investment banking firm, provides valuation and financial advisory services, capital markets, mergers and acquisitions (M&A) globally. The company is headquartered in Los Angeles, California.
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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