COMP <GO>
IBKR vs BRK-B // FREE CASH FLOW YIELD
Interactive Brokers Group Inc. (NASDAQ) VS. Berkshire Hathaway Inc. (NYSE) • 15-METRIC TALLY: IBKR 5
— BRK-B 9
▲ FREE CASH FLOW YIELD LEADER: IBKR
LAST: $76.90 (-5.96%) • MKT CAP: $37.05B
fcf-yield
22.00%
LAST: $542.49 (+0.10%) • MKT CAP: $1.16T
fcf-yield
2.09%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (IBKR VS. BRK-B)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | IBKR | BRK-B | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 0.30% | 11.47% | -11.17 | BRK-B | /roic <GO> |
| EV/EBITDA & P/E Valuation | 95.0x | 9.7x | +85.32 | BRK-B | /valuation <GO> |
| Free Cash Flow Yield ACTIVE | 22.00% | 2.09% | +19.91 | IBKR | /fcf-yield <GO> |
| Operating Margin | 13.90% | 27.80% | -13.90 | BRK-B | /operating-margins <GO> |
| Net Profit Margin | 10.90% | 22.30% | -11.40 | BRK-B | /net-margins <GO> |
| Revenue Growth (YoY) | 23.40% | 3.93% | +19.47 | IBKR | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.36% | 0.00% | +0.36 | IBKR | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 0.45 | 2.85 | -2.40 | BRK-B | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 4/9 | +3.00 | IBKR | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.60% | 3.55% | +3.05 | BRK-B | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 34.4 | 66.8 | -32.44 | BRK-B | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.92 | 0.61 | +0.31 | IBKR | /macro-sensitivity <GO> |
| Forward P/E Multiple | 117.3x | 24.3x | +92.96 | BRK-B | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $37.05B | $1.16T | -$1.12T | BRK-B | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | IBKR REV | BRK-B REV | IBKR GROSS % | BRK-B GROSS % | IBKR FCF | BRK-B FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $2.44B | $371.44B | 44.0% | — | $15.70B | $25.04B |
| FY 2024 | $1.98B | $371.43B | 44.0% | — | $8.64B | $11.62B |
| FY 2023 | $1.56B | $364.48B | 44.0% | — | $4.47B | $29.79B |
| FY 2022 | — | $302.02B | — | — | — | $21.89B |
| FY 2021 | — | $276.19B | — | — | — | $26.15B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
IBKR // BETA 0.92
BRK-B // BETA 0.61