WallStSmart

Interactive Brokers Group Inc (IBKR)vsTradeweb Markets Inc (TW)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Interactive Brokers Group Inc generates 199% more annual revenue ($6.45B vs $2.16B). TW leads profitability with a 40.3% profit margin vs 16.1%. TW appears more attractively valued with a PEG of 2.03. TW earns a higher WallStSmart Score of 69/100 (B-).

IBKR

Buy

64

out of 100

Grade: C+

Growth: 8.7Profit: 7.5Value: 4.3Quality: 6.5
Piotroski: 3/9Altman Z: 0.41

TW

Strong Buy

69

out of 100

Grade: B-

Growth: 8.7Profit: 8.5Value: 5.0Quality: 9.5
Piotroski: 6/9Altman Z: 5.58

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

IBKR6 strengths · Avg: 8.8/10
Operating MarginProfitability
76.8%10/10

Strong operational efficiency at 76.8%

Debt/EquityHealth
0.0010/10

Conservative balance sheet, low leverage

Market CapQuality
$150.49B9/10

Large-cap with strong market position

Revenue GrowthGrowth
16.8%8/10

16.8% revenue growth

EPS GrowthGrowth
22.9%8/10

Earnings expanding 22.9% YoY

Free Cash FlowQuality
$3.58B8/10

Generating 3.6B in free cash flow

TW6 strengths · Avg: 9.3/10
Profit MarginProfitability
40.3%10/10

Keeps 40 of every $100 in revenue as profit

Operating MarginProfitability
46.5%10/10

Strong operational efficiency at 46.5%

Debt/EquityHealth
0.0210/10

Conservative balance sheet, low leverage

Altman Z-ScoreHealth
5.5810/10

Safe zone — low bankruptcy risk

Revenue GrowthGrowth
21.2%8/10

Revenue surging 21.2% year-over-year

EPS GrowthGrowth
39.1%8/10

Earnings expanding 39.1% YoY

Areas to Watch

IBKR4 concerns · Avg: 3.3/10
PEG RatioValuation
2.394/10

Expensive relative to growth rate

P/E RatioValuation
38.1x4/10

Premium valuation, high expectations priced in

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Altman Z-ScoreHealth
0.412/10

Distress zone — elevated risk

TW1 concerns · Avg: 4.0/10
PEG RatioValuation
2.034/10

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 16.1% and operating margin at 76.8%. Revenue growth of 16.8% demonstrates continued momentum.

Bull Case : TW

The strongest argument for TW centers on Profit Margin, Operating Margin, Debt/Equity. Profitability is solid with margins at 40.3% and operating margin at 46.5%. Revenue growth of 21.2% demonstrates continued momentum.

Bear Case : IBKR

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

Bear Case : TW

The primary concerns for TW are PEG Ratio.

Key Dynamics to Monitor

IBKR carries more volatility with a beta of 1.32 — expect wider price swings.

TW is growing revenue faster at 21.2% — sustainability is the question.

IBKR generates stronger free cash flow (3.6B), providing more financial flexibility.

Monitor CAPITAL MARKETS industry trends, competitive dynamics, and regulatory changes.

Bottom Line

TW scores higher overall (69/100 vs 64/100), backed by strong 40.3% margins and 21.2% 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.

Tradeweb Markets Inc

FINANCIAL SERVICES · CAPITAL MARKETS · USA

Tradeweb Markets Inc. creates and operates electronic marketplaces in the Americas, Europe, the Middle East, Africa, Asia Pacific and internationally.

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