Interactive Brokers Group (NASDAQ:IBKR) versus PhenixFIN (NYSE:PFX) Head-To-Head Analysis

Interactive Brokers Group (NASDAQ:IBKR – Get Free Report) and PhenixFIN (NYSE:PFX – Get Free Report) are both finance companies, but which is the superior business? We will compare the two companies based on the strength of their risk, analyst recommendations, valuation, profitability, earnings, institutional ownership and dividends.

Dividends

Interactive Brokers Group pays an annual dividend of $0.35 per share and has a dividend yield of 0.4%. PhenixFIN pays an annual dividend of $0.48 per share and has a dividend yield of 1.1%. Interactive Brokers Group pays out 14.0% of its earnings in the form of a dividend. PhenixFIN pays out 19.9% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years. Interactive Brokers Group has increased its dividend for 2 consecutive years.

Institutional & Insider Ownership

23.8% of Interactive Brokers Group shares are owned by institutional investors. Comparatively, 43.3% of PhenixFIN shares are owned by institutional investors. 2.8% of Interactive Brokers Group shares are owned by insiders. Comparatively, 25.2% of PhenixFIN shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock will outperform the market over the long term.

Valuation & Earnings

This table compares Interactive Brokers Group and PhenixFIN”s top-line revenue, earnings per share and valuation.

Interactive Brokers Group has higher revenue and earnings than PhenixFIN. PhenixFIN is trading at a lower price-to-earnings ratio than Interactive Brokers Group, indicating that it is currently the more affordable of the two stocks.

Analyst Recommendations

This is a breakdown of recent ratings and recommmendations for Interactive Brokers Group and PhenixFIN, as reported by MarketBeat.

Interactive Brokers Group currently has a consensus price target of $98.90, suggesting a potential upside of 7.58%. Given Interactive Brokers Group’s higher possible upside, analysts plainly believe Interactive Brokers Group is more favorable than PhenixFIN.

Profitability

This table compares Interactive Brokers Group and PhenixFIN’s net margins, return on equity and return on assets.

Risk & Volatility

Interactive Brokers Group has a beta of 1.35, suggesting that its stock price is 35% more volatile than the S&P 500. Comparatively, PhenixFIN has a beta of 0.28, suggesting that its stock price is 72% less volatile than the S&P 500.

Summary

Interactive Brokers Group beats PhenixFIN on 12 of the 18 factors compared between the two stocks.

About Interactive Brokers Group

(Get Free Report)

Interactive Brokers Group, Inc. operates as an automated electronic broker worldwide. The company engages in the execution, clearance, and settlement of trades in stocks, options, futures, foreign exchange instruments, bonds, mutual funds, exchange traded funds (ETFs), precious metals, and cryptocurrencies. It also custodies and services accounts for hedge and mutual funds, ETFs, registered investment advisors, proprietary trading groups, introducing brokers, and individual investors. In addition, the company offers custody, prime brokerage, securities, and margin lending services. It serves institutional and individual customers through electronic exchanges and market centers. The company was founded in 1977 and is headquartered in Greenwich, Connecticut.

About PhenixFIN

(Get Free Report)

PhenixFIN Corporation is a business development company. The firm seeks to invest in privately negotiated debt and equity securities of small and middle market companies. It primarily invests in the following sectors: business services; buildings and real estate; automobile; oil and gas; aerospace and defense; home and office furnishings, housewares, and durable consumer products; healthcare, education and childcare; personal, food, and miscellaneous services; retail stores, diversified or conglomerate manufacturing; telecommunications; mining, steel, iron, and non-precious metals; leisure, amusement, motion pictures, and entertainment; chemicals, plastics, and rubber; finance; personal and nondurable consumer products (manufacturing only); beverage, food, and tobacco; containers, packaging, and glass; structure finance securities; machinery (non-agriculture, non-construction, non-electric); diversified or conglomerate service; restaurant and franchise; electronics; and cargo transport. The fund seeks to invest in companies located in North America. The fund targets private debt transactions in companies with enterprise values or asset values between $25 million and $250 million. The fund seeks to invest in companies with debt investment values between $10 million and $50 million. It exits its investments between three years and seven years; it holds most of its investments to maturity or repayment, but may realize or sell some investments earlier. The fund may take a board seat on its investee companies and can also offer managerial assistance to certain portfolio companies. It structures its investments as first lien senior secured loans, second lien senior secured loans, senior secured notes, senior subordinated notes, subordinate notes, unitranche loans, and seeks warrants or other equity participation. The fund may co-invest in privately negotiated transactions under certain conditions. PhenixFIN Corporation was founded in 2010 and is headquartered in New York, New York.