WallStSmart

Interactive Brokers Group Inc (IBKR)vsOppenheimer Holdings Inc (OPY)

VS
⚡

Smart Verdict

WallStSmart Research — data-driven comparison

Interactive Brokers Group Inc generates 322% more annual revenue ($7.06B vs $1.67B). IBKR leads profitability with a 16.7% profit margin vs 5.2%. IBKR appears more attractively valued with a PEG of 1.10. IBKR earns a higher WallStSmart Score of 66/100 (B-).

IBKR

Strong Buy

66

out of 100

Grade: B-

Growth: 8.0Profit: 7.5Value: 5.7Quality: 5.0
Piotroski: 2/9Altman Z: 0.39

OPY

Hold

46

out of 100

Grade: D+

Growth: 4.0Profit: 5.0Value: 5.7Quality: 5.5
Piotroski: 5/9Altman Z: 2.08

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

IBKR3 strengths · Avg: 9.7/10
Operating MarginProfitability
77.7%10/10

Strong operational efficiency at 77.7%

Debt/EquityHealth
0.0010/10

Conservative balance sheet, low leverage

Market CapQuality
$131.02B9/10

Large-cap with strong market position

OPY2 strengths · Avg: 10.0/10
P/E RatioValuation
12.0x10/10

Attractively priced relative to earnings

Price/BookValuation
1.0x10/10

Reasonable price relative to book value

Areas to Watch

IBKR3 concerns · Avg: 3.0/10
P/E RatioValuation
29.4x4/10

Moderate valuation

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Altman Z-ScoreHealth
0.392/10

Distress zone — elevated risk

OPY4 concerns · Avg: 2.8/10
Market CapQuality
$971.72M3/10

Smaller company, higher risk/reward

Profit MarginProfitability
5.2%3/10

5.2% margin — thin

Debt/EquityHealth
1.403/10

Elevated debt levels

PEG RatioValuation
12.002/10

Expensive relative to growth rate

Comparative Analysis Report

WallStSmart Research

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.

Bull Case : OPY

The strongest argument for OPY centers on P/E Ratio, Price/Book.

Bear Case : IBKR

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

Bear Case : OPY

The primary concerns for OPY are Market Cap, Profit Margin, Debt/Equity.

Key Dynamics to Monitor

IBKR profiles as a mature stock while OPY is a value 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 (814M), providing more financial flexibility.

Bottom Line

IBKR scores higher overall (66/100 vs 46/100), 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.

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.

Visit Website →

Want to dig deeper into these stocks?