Interactive Brokers Group Inc vs Charles Schwab Corp

Interactive Brokers Group Inc (IBKR) is undervalued and Charles Schwab Corp (SCHW) is undervalued.

Against our estimates of intrinsic value, IBKR trades at the wider discount: a margin of safety of +64%, against +33% for SCHW.

Values as of the 22 Sept 2026 close.

Interactive Brokers Group Inc (IBKR)

Discounting its cash flows at 8.2% (average of 3 methods) values the shares at $252.05; the price of $91.88 is 64% below that value, and 80% of that value comes from beyond year five.

Leak Score 70/100 on 7 of 12 signals

Charles Schwab Corp (SCHW)

Discounting its cash flows at 8.7% (average of 3 methods) values the shares at $150.35; the price of $100.35 is 33% below that value, and 77% of that value comes from beyond year five.

Leak Score 86/100 on 9 of 12 signals

MetricIBKRSCHW
VerdictUndervaluedUndervalued
Price$91.88$100.35
Intrinsic value$252.05$150.35
Margin of safety+64%+33%
Leak Score70/100 (7/12)86/100 (9/12)
Market cap$41.6B$173.5B
Revenue growth, 5 years33.1%18.0%
Operating margin86.7%49.7%
Net margin10.0%33.1%
Return on equity21.0%20.3%
Debt to equity7.720.74
P/E36.6x18.3x
Forward P/E28.9x12.7x
P/B7.0x4.0x
Dividend yield0.4%1.3%

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