Interactive Brokers Group Inc (IBKR)vsOppenheimer Holdings Inc (OPY)
IBKR
Interactive Brokers Group Inc
$89.24
-0.65%
FINANCIAL SERVICES · Cap: $156.00B
OPY
Oppenheimer Holdings Inc
$119.78
+1.03%
FINANCIAL SERVICES · Cap: $1.22B
Smart Verdict
WallStSmart Research — data-driven comparison
Interactive Brokers Group Inc generates 298% more annual revenue ($6.83B vs $1.72B). IBKR leads profitability with a 16.5% profit margin vs 6.0%. IBKR appears more attractively valued with a PEG of 1.48. IBKR earns a higher WallStSmart Score of 72/100 (B).
IBKR
Strong Buy72
out of 100
Grade: B
OPY
Buy64
out of 100
Grade: C+
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 76.5%
Large-cap with strong market position
Revenue surging 26.3% year-over-year
Earnings expanding 35.3% YoY
Generating 6.2B in free cash flow
Reasonable price relative to book value
Attractively priced relative to earnings
Revenue surging 24.1% year-over-year
Earnings expanding 24.6% YoY
Areas to Watch
Premium valuation, high expectations priced in
Weak financial health signals
Distress zone — elevated risk
Elevated debt levels
Smaller company, higher risk/reward
6.0% margin — thin
Expensive relative to growth rate
Negative free cash flow — burning cash
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 26.3% demonstrates continued momentum.
Bull Case : OPY
The strongest argument for OPY centers on Price/Book, P/E Ratio, Revenue Growth. Revenue growth of 24.1% demonstrates continued momentum.
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.
Bear Case : OPY
The primary concerns for OPY are Market Cap, Profit Margin, PEG Ratio.
Key Dynamics to Monitor
IBKR carries more volatility with a beta of 1.35 — 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 64/100), 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.
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.
Oppenheimer Holdings Inc
FINANCIAL SERVICES · CAPITAL MARKETS · USA
Oppenheimer Holdings Inc. is a middle market investment bank and full service stockbroker in the Americas, Europe, the Middle East and Asia. The company is headquartered in New York, New York.
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