WallStSmart

Interactive Brokers Group Inc (IBKR)vsZhong Yang Financial Group Limited Ordinary Shares (TOP)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Interactive Brokers Group Inc generates 142468% more annual revenue ($6.21B vs $4.36M). IBKR leads profitability with a 15.9% profit margin vs -122.4%. IBKR earns a higher WallStSmart Score of 66/100 (B-).

IBKR

Strong Buy

66

out of 100

Grade: B-

Growth: 9.3Profit: 7.5Value: 9.3Quality: 5.3
Piotroski: 2/9

TOP

Hold

43

out of 100

Grade: D

Growth: 7.3Profit: 3.0Value: 5.0Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

IBKRUndervalued (+26.5%)

Margin of Safety

+26.5%

Fair Value

$103.90

Current Price

$68.68

$35.22 discount

UndervaluedFair: $103.90Overvalued

Intrinsic value data unavailable for TOP.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

IBKR6 strengths · Avg: 9.0/10
Operating MarginProfitability
78.8%10/10

Strong operational efficiency at 78.8%

Debt/EquityHealth
0.0010/10

Conservative balance sheet, low leverage

Market CapQuality
$115.34B9/10

Large-cap with strong market position

Return on EquityProfitability
23.5%9/10

Every $100 of equity generates 24 in profit

Revenue GrowthGrowth
15.2%8/10

15.2% revenue growth

EPS GrowthGrowth
30.3%8/10

Earnings expanding 30.3% YoY

TOP3 strengths · Avg: 10.0/10
Price/BookValuation
0.9x10/10

Reasonable price relative to book value

Revenue GrowthGrowth
55.7%10/10

Revenue surging 55.7% year-over-year

EPS GrowthGrowth
89.7%10/10

Earnings expanding 89.7% YoY

Areas to Watch

IBKR3 concerns · Avg: 3.7/10
PEG RatioValuation
2.324/10

Expensive relative to growth rate

P/E RatioValuation
30.6x4/10

Premium valuation, high expectations priced in

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

TOP3 concerns · Avg: 2.0/10
Market CapQuality
$28.73M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
-14.2%2/10

ROE of -14.2% — below average capital efficiency

Profit MarginProfitability
-122.4%1/10

Currently unprofitable

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 15.9% and operating margin at 78.8%. Revenue growth of 15.2% demonstrates continued momentum.

Bull Case : TOP

The strongest argument for TOP centers on Price/Book, Revenue Growth, EPS Growth. Revenue growth of 55.7% demonstrates continued momentum.

Bear Case : IBKR

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

Bear Case : TOP

The primary concerns for TOP are Market Cap, Return on Equity, Profit Margin.

Key Dynamics to Monitor

IBKR profiles as a growth stock while TOP is a hypergrowth play — different risk/reward profiles.

IBKR carries more volatility with a beta of 1.25 — expect wider price swings.

TOP is growing revenue faster at 55.7% — 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 43/100), backed by strong 15.9% margins and 15.2% 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.

Zhong Yang Financial Group Limited Ordinary Shares

FINANCIAL SERVICES · CAPITAL MARKETS · USA

Zhong Yang Financial Group Limited is a Hong Kong-based diversified financial services firm that specializes in providing a wide array of innovative solutions across various sectors. With a strong focus on asset management, investment advisory, and financial consultancy, the company leverages advanced technologies to enhance client experiences and meet the evolving demands of institutional and individual investors. As it continues to expand its service offerings and geographic reach, Zhong Yang is poised to capitalize on growth opportunities within the rapidly developing Asia-Pacific financial market, reinforcing its status as a key player in the region.

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