IBKR vs SCHW vs AMTD

For growth investors, Interactive Brokers Group, Inc.

(IBKR) is the stronger pick with 9. 8% revenue growth year-over-year, versus -55. 9% for AMTD IDEA Group (AMTD). AMTD IDEA Group (AMTD) offers the better valuation at 0. 3x trailing P/E, making it the more compelling value choice. Analysts rate Interactive Brokers Group, Inc. (IBKR) a "Buy" — based on 19 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.

On trailing P/E, AMTD IDEA Group (AMTD) is the cheapest at 0.

3x versus Interactive Brokers Group, Inc. at 37. 8x. On forward P/E, The Charles Schwab Corporation is actually cheaper at 15. 3x — notably different from the trailing picture, reflecting expected earnings growth. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Interactive Brokers Group, Inc. wins at 1. 13x versus The Charles Schwab Corporation's 6. 70x — a reasonable growth-adjusted valuation.

Over the past 5 years, Interactive Brokers Group, Inc.

(IBKR) delivered a total return of +384. 2%, compared to -97. 4% for AMTD IDEA Group (AMTD). Over 10 years, the gap is even starker: IBKR returned +828. 0% versus AMTD's -91. 4%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

By beta (market sensitivity over 5 years), AMTD IDEA Group (AMTD) is the lower-risk stock at 0.

06β versus Interactive Brokers Group, Inc. 's 1. 93β — meaning IBKR is approximately 2958% more volatile than AMTD relative to the S&P 500. On balance sheet safety, Interactive Brokers Group, Inc. (IBKR) carries a lower debt/equity ratio of 0% versus 93% for The Charles Schwab Corporation — giving it more financial flexibility in a downturn.

By revenue growth (latest reported year), Interactive Brokers Group, Inc.

(IBKR) is pulling ahead at 9. 8% versus -55. 9% for AMTD IDEA Group (AMTD). On earnings-per-share growth, the picture is similar: Interactive Brokers Group, Inc. grew EPS 28. 3% year-over-year, compared to -68. 5% for AMTD IDEA Group. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.

AMTD IDEA Group (AMTD) is the more profitable company, earning 94.

4% net margin versus 9. 6% for Interactive Brokers Group, Inc. — meaning it keeps 94. 4% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: IBKR leads at 86. 0% versus 29. 6% for SCHW. At the gross margin level — before operating expenses — IBKR leads at 89. 8%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.

The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.

By this metric, Interactive Brokers Group, Inc. (IBKR) is the more undervalued stock at a PEG of 1. 13x versus The Charles Schwab Corporation's 6. 70x. A PEG below 1. 5 suggests fair-to-attractive pricing relative to expected growth. On forward earnings alone, The Charles Schwab Corporation (SCHW) trades at 15. 3x forward P/E versus 33. 7x for Interactive Brokers Group, Inc. — 18. 3x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for SCHW: 28. 9% to $119. 11.

All stocks in this comparison pay dividends.

AMTD IDEA Group (AMTD) offers the highest yield at 36. 4%, versus 0. 4% for Interactive Brokers Group, Inc. (IBKR).

For long-horizon retirement investors, AMTD IDEA Group (AMTD) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0.

06), 36. 4% yield). Interactive Brokers Group, Inc. (IBKR) carries a higher beta of 1. 93 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (AMTD: -91. 4%, IBKR: +828. 0%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.

Both stocks operate in the Financial Services sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.

In terms of investment character: IBKR is a mid-cap quality compounder stock; SCHW is a mid-cap quality compounder stock; AMTD is a small-cap deep-value stock. SCHW, AMTD pay a dividend while IBKR does not, making them suitable for different income and tax situations. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.