No connection

Search Results

IBKR vs JPM

IBKR
Interactive Brokers Group, Inc.
NEUTRAL
Price
$71.21
Market Cap
$121.07B
Sector
Financial Services
AI Confidence
85%
JPM
JPMorgan Chase & Co.
NEUTRAL
Price
$294.16
Market Cap
$793.36B
Sector
Financial Services
AI Confidence
65%

Valuation

P/E Ratio
IBKR
32.08
JPM
14.69
Forward P/E
IBKR
25.51
JPM
12.62
P/B Ratio
IBKR
5.91
JPM
2.32
P/S Ratio
IBKR
19.5
JPM
4.72
EV/EBITDA
IBKR
--
JPM
--

Profitability

Gross Margin
IBKR
92.54%
JPM
0.0%
Operating Margin
IBKR
78.8%
JPM
41.06%
Profit Margin
IBKR
15.85%
JPM
33.91%
ROE
IBKR
23.51%
JPM
16.13%
ROA
IBKR
2.47%
JPM
1.35%

Growth

Revenue Growth
IBKR
15.2%
JPM
2.5%
Earnings Growth
IBKR
30.3%
JPM
-3.6%

Financial Health

Debt/Equity
IBKR
1.24
JPM
--
Current Ratio
IBKR
1.11
JPM
--
Quick Ratio
IBKR
1.11
JPM
--

Dividends

Dividend Yield
IBKR
0.45%
JPM
2.11%
Payout Ratio
IBKR
13.63%
JPM
28.97%

AI Verdict

IBKR NEUTRAL

IBKR exhibits stable financial health with a Piotroski F-Score of 6/9, though it currently trades at a significant premium to its Graham Number ($24.52) and slightly above its growth-based intrinsic value ($65.49). The company demonstrates exceptional operational efficiency with an operating margin of 78.8% and consistent earnings growth of 30.3% YoY. However, this fundamental strength is offset by bearish technical trends (10/100) and negative insider sentiment, with over $30M in recent sales. The stock is a high-quality compounder currently facing valuation headwinds.

Strengths
Exceptional operating margins (78.80%) and gross margins (92.54%)
Strong Return on Equity (ROE) of 23.51%
Consistent earnings track record with 3/4 recent beats and long-term EPS progression
Risks
Significant overvaluation relative to book value (P/B 5.91) and sales (P/S 19.50)
Bearish insider activity with $30.73M in sales and zero buys
Weak technical trend (10/100) suggesting short-term momentum is negative
JPM NEUTRAL

JPM shows bullish fundamentals based on deterministic rules. Financial strength is weak (F-Score 2/9). Key strengths include strong valuation and growth metrics. Price trades at a 109.8% premium to fair value estimate ($140.21), limiting near-term upside from a valuation perspective.

Strengths
Attractive valuation with P/E of 14.7
Strong profitability (33.9% margin)
Strong ROE of 16.1%
Risks
Weak financial trend (Piotroski F-Score: 2/9)
Price trades at a 109.8% premium to fair value estimate ($140.21), limiting near-term upside from a valuation perspective.

Compare Another Pair

IBKR vs JPM: Head-to-Head Comparison

This page compares Interactive Brokers Group, Inc. (IBKR) and JPMorgan Chase & Co. (JPM) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

Home
Terminal
AI
Markets
Profile