` Comparison: IBKR, SCHW - Alpha Spread

IBKR
vs
SCHW

Over the past 12 months, IBKR has outperformed SCHW, delivering a return of +40% compared to the SCHW's +23% growth.

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IBKR
SCHW
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Stocks Compared:
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Valuation Comparison

IBKR Intrinsic Value
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SCHW Intrinsic Value
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Company Last Price Intrinsic Value DCF Value Relative Value Wall St Target
Interactive Brokers Group Inc
NASDAQ:IBKR
63.22 USD
Charles Schwab Corp
NYSE:SCHW
95.57 USD
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Valuation Scenario:
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Base Case
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Growth Comparison

Growth Over Time
IBKR, SCHW

IBKR
SCHW
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Revenue
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Company LTM Historical Growth Growth Streak % Positive Years Max Drawdown Volatility Forecasted Growth
3 Years 5 Years 10 Years 1 Year 3 Years
Interactive Brokers Group Inc
Revenue
Charles Schwab Corp
Revenue

All metrics are calculated based on data from the last 10 years.

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Profitability Comparison

Free Cash Flow
IBKR, SCHW

IBKR
SCHW
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Free Cash Flow
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Company LTM Average Historical Growth FCF Margin Conversion
3 Years 5 Years 3 Years 5 Years 10 Years
Interactive Brokers Group Inc
NASDAQ:IBKR
Charles Schwab Corp
NYSE:SCHW
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What is Free Cash Flow?

Gross Margin

IBKR
54.4%
SCHW
84.4%

Operating Margin

IBKR
44.6%
SCHW
39%

Net Margin

IBKR
9.1%
SCHW
28.6%

FCF Margin

IBKR
157.9%
SCHW
-5.1%

ROE

IBKR
19.8%
SCHW
16.1%

ROA

IBKR
0.5%
SCHW
1.7%

ROIC

IBKR
11.1%
SCHW
2.6%

ROCE

IBKR
24.8%
SCHW
15.2%

Solvency Comparison

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Balance Sheet Comparison
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Stocks Performance

Stocks Performance
IBKR, SCHW

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Performance Gap
IBKR, SCHW

Performance Gap Between IBKR and SCHW
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Performance By Year
IBKR, SCHW

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IBKR
SCHW
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