Interactive Brokers Group Inc (IBKR)vsPerella Weinberg Partners (PWP)
IBKR
Interactive Brokers Group Inc
$68.68
+3.87%
FINANCIAL SERVICES · Cap: $115.34B
PWP
Perella Weinberg Partners
$17.43
+1.10%
FINANCIAL SERVICES · Cap: $1.60B
Smart Verdict
WallStSmart Research — data-driven comparison
Interactive Brokers Group Inc generates 727% more annual revenue ($6.21B vs $750.90M). IBKR leads profitability with a 15.9% profit margin vs 4.7%. IBKR trades at a lower P/E of 30.6x. IBKR earns a higher WallStSmart Score of 66/100 (B-).
IBKR
Strong Buy66
out of 100
Grade: B-
PWP
Avoid32
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+26.5%
Fair Value
$103.90
Current Price
$68.68
$35.22 discount
Margin of Safety
-640.9%
Fair Value
$3.20
Current Price
$17.43
$14.23 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 78.8%
Conservative balance sheet, low leverage
Large-cap with strong market position
Every $100 of equity generates 24 in profit
15.2% revenue growth
Earnings expanding 30.3% YoY
No standout strengths identified
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
Weak financial health signals
Premium valuation, high expectations priced in
Smaller company, higher risk/reward
4.7% margin — thin
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull 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.
Bull Case : PWP
PWP has a balanced fundamental profile.
Bear Case : IBKR
The primary concerns for IBKR are PEG Ratio, P/E Ratio, Piotroski F-Score.
Bear Case : PWP
The primary concerns for PWP are P/E Ratio, Market Cap, Profit Margin. Thin 4.7% margins leave little buffer for downturns.
Key Dynamics to Monitor
IBKR profiles as a growth stock while PWP is a value play — different risk/reward profiles.
PWP carries more volatility with a beta of 1.69 — expect wider price swings.
IBKR is growing revenue faster at 15.2% — sustainability is the question.
IBKR generates stronger free cash flow (1.6B), providing more financial flexibility.
Bottom Line
IBKR scores higher overall (66/100 vs 32/100), backed by strong 15.9% margins and 15.2% revenue growth. Both earn "Strong Buy" and "Avoid" 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.
Perella Weinberg Partners
FINANCIAL SERVICES · CAPITAL MARKETS · USA
Perella Weinberg Partners (PWP) is a leading independent advisory and asset management firm noted for its deep expertise in mergers and acquisitions, restructuring, and capital raising across a variety of sectors. Leveraging its extensive global reach and strong client relationships, PWP delivers customized solutions that drive value and enhance outcomes for its clients. Committed to a client-first philosophy, the firm has established itself as a trusted partner in the financial landscape, making it an attractive investment opportunity for those seeking exposure to a well-respected player poised for growth in favorable market conditions.
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