Interactive Brokers Group Inc (IBKR)vsLPL Financial Holdings Inc (LPLA)
IBKR
Interactive Brokers Group Inc
$87.83
+2.10%
FINANCIAL SERVICES · Cap: $150.34B
LPLA
LPL Financial Holdings Inc
$362.63
+1.00%
FINANCIAL SERVICES · Cap: $28.29B
Smart Verdict
WallStSmart Research — data-driven comparison
LPL Financial Holdings Inc generates 181% more annual revenue ($19.20B vs $6.83B). IBKR leads profitability with a 16.5% profit margin vs 5.2%. LPLA appears more attractively valued with a PEG of 0.53. LPLA earns a higher WallStSmart Score of 74/100 (B).
IBKR
Strong Buy70
out of 100
Grade: B
LPLA
Strong Buy74
out of 100
Grade: B
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 76.5%
Large-cap with strong market position
Revenue surging 22.3% year-over-year
Earnings expanding 36.9% YoY
Generating 3.6B in free cash flow
Revenue surging 36.4% year-over-year
Growing faster than its price suggests
Earnings expanding 39.4% YoY
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
Weak financial health signals
Distress zone — elevated risk
Moderate valuation
5.2% margin — thin
Elevated debt levels
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull 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 22.3% demonstrates continued momentum.
Bull Case : LPLA
The strongest argument for LPLA centers on Revenue Growth, PEG Ratio, EPS Growth. Revenue growth of 36.4% demonstrates continued momentum. PEG of 0.53 suggests the stock is reasonably priced for its growth.
Bear Case : IBKR
The primary concerns for IBKR are PEG Ratio, P/E Ratio, Piotroski F-Score. Debt-to-equity of 7.69 is elevated, increasing financial risk.
Bear Case : LPLA
The primary concerns for LPLA are P/E Ratio, Profit Margin, Debt/Equity.
Key Dynamics to Monitor
IBKR profiles as a growth stock while LPLA is a hypergrowth play — different risk/reward profiles.
IBKR carries more volatility with a beta of 1.34 — expect wider price swings.
LPLA is growing revenue faster at 36.4% — sustainability is the question.
IBKR generates stronger free cash flow (3.6B), providing more financial flexibility.
Bottom Line
LPLA scores higher overall (74/100 vs 70/100) and 36.4% revenue growth. 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.
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.
LPL Financial Holdings Inc
FINANCIAL SERVICES · CAPITAL MARKETS · USA
LPL Financial Holdings Inc., provides an integrated platform of brokerage and investment advisory services to independent financial advisers and financial advisers at financial institutions in the United States. The company is headquartered in San Diego, California.
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