` Comparison: SCHW, IBKR - Alpha Spread

SCHW
vs
IBKR

Over the past 12 months, SCHW has underperformed IBKR, delivering a return of +15% compared to the IBKR's +43% growth.

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SCHW
IBKR
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Stocks Compared:
SCHW IBKR
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Valuation Comparison

SCHW Intrinsic Value
149.31 USD
Undervaluation 37%
Intrinsic Value
Price
IBKR Intrinsic Value
39.85 USD
Overvaluation 38%
Intrinsic Value
Price
Company Last Price Intrinsic Value DCF Value Relative Value Wall St Target
Charles Schwab Corp
NYSE:SCHW
93.82 USD
Interactive Brokers Group Inc
NASDAQ:IBKR
64.5 USD
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Valuation Scenario:
Bear Case
Base Case
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Growth Comparison

Growth Over Time
SCHW, IBKR

SCHW
IBKR
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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
Charles Schwab Corp
Revenue
Interactive Brokers Group Inc
Revenue

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

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Profitability Comparison

Free Cash Flow
SCHW, IBKR

SCHW
IBKR
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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
Charles Schwab Corp
NYSE:SCHW
Interactive Brokers Group Inc
NASDAQ:IBKR
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What is Free Cash Flow?

Gross Margin

SCHW
84.4%
IBKR
54.4%

Operating Margin

SCHW
39%
IBKR
44.6%

Net Margin

SCHW
28.6%
IBKR
9.1%

FCF Margin

SCHW
-5.1%
IBKR
157.9%

ROE

SCHW
16.1%
IBKR
19.8%

ROA

SCHW
1.7%
IBKR
0.5%

ROIC

SCHW
2.6%
IBKR
11.1%

ROCE

SCHW
15.2%
IBKR
24.8%

Solvency Comparison

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Balance Sheet Comparison
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Stocks Performance

Stocks Performance
SCHW, IBKR

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IBKR
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Performance Gap
SCHW, IBKR

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SCHW
IBKR
Difference
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1Y 3Y 5Y 10Y 15Y 20Y

Performance By Year
SCHW, IBKR

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IBKR
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