COMP <GO>
IBKR vs JPM // PIOTROSKI F-SCORE QUALITY
Interactive Brokers Group Inc. (NASDAQ) VS. JPMorgan Chase & Co. (NYSE) • 15-METRIC TALLY: IBKR 4
— JPM 10
▲ PIOTROSKI F-SCORE QUALITY LEADER: IBKR
LAST: $76.90 (-5.96%) • MKT CAP: $37.05B
piotroski-score
7/9
LAST: $337.04 (-1.90%) • MKT CAP: $895.92B
piotroski-score
2/9
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (IBKR VS. JPM)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | IBKR | JPM | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 0.30% | 17.37% | -17.07 | JPM | /roic <GO> |
| EV/EBITDA & P/E Valuation | 95.0x | 9.7x | +85.33 | JPM | /valuation <GO> |
| Free Cash Flow Yield | 22.00% | -18.14% | +40.14 | IBKR | /fcf-yield <GO> |
| Operating Margin | 13.90% | 42.07% | -28.17 | JPM | /operating-margins <GO> |
| Net Profit Margin | 10.90% | 32.63% | -21.73 | JPM | /net-margins <GO> |
| Revenue Growth (YoY) | 23.40% | 13.53% | +9.87 | IBKR | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.36% | 1.96% | -1.60 | JPM | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 0.45 | 0.37 | +0.08 | IBKR | /balance-sheet <GO> |
| Piotroski F-Score Quality ACTIVE | 7/9 | 2/9 | +5.00 | IBKR | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.60% | 4.84% | +1.76 | JPM | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 34.4 | 49.0 | -14.67 | JPM | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.92 | 1.00 | -0.08 | JPM | /macro-sensitivity <GO> |
| Forward P/E Multiple | 117.3x | 13.6x | +103.73 | JPM | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $37.05B | $895.92B | -$858.87B | JPM | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | IBKR REV | JPM REV | IBKR GROSS % | JPM GROSS % | IBKR FCF | JPM FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $2.44B | $182.45B | 44.0% | — | $15.70B | -$147.78B |
| FY 2024 | $1.98B | $177.56B | 44.0% | — | $8.64B | -$42.01B |
| FY 2023 | $1.56B | $158.10B | 44.0% | — | $4.47B | $12.97B |
| FY 2022 | — | $128.69B | — | — | — | $107.12B |
| FY 2021 | — | $121.65B | — | — | — | $78.08B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
IBKR // BETA 0.92
JPM // BETA 1.00