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GS vs IBKR
Which Stock Would AI Choose? Goldman Sachs (GS) vs. Interactive Brokers (IBKR) Stock Comparison
Key Takeaways
- IBKR has outperformed GS year-to-date (YTD, a measure of performance from the start of the year) with gains of about 21% compared to GS's roughly 6%.
- GS maintains a much larger market capitalization of approximately $275 billion versus IBKR's $35 billion, underscoring its scale as a global investment bank.
- Both stocks delivered strong one-year returns exceeding 70%, surpassing broader market benchmarks like the S&P 500.
- Recent quarterly earnings highlighted trading strength: GS reported record equity trading revenues, while IBKR achieved record overall revenue amid client growth.
- IBKR's return on equity (ROE, a profitability metric measuring earnings generated from shareholders' equity) stands higher at 23.6% versus GS's 14.6%.
- Analyst sentiment remains positive for both, with average price targets suggesting modest upside potential.
Introduction
GS and IBKR represent distinct yet complementary corners of the financial services sector. GS, a preeminent investment bank, focuses on advisory, underwriting, and trading, while IBKR excels as a technology-driven electronic brokerage platform serving retail and institutional traders globally. This stock comparison is particularly relevant for investors evaluating exposure to capital markets activity, brokerage growth, or diversified financial plays amid volatile trading volumes and interest rate dynamics. Traders seeking momentum or stability in financial stocks will find insights into relative performance, growth drivers, and market positioning.
GS Overview and Recent Performance
The GS operates as a leading global investment bank, with core businesses in investment banking (IB, encompassing mergers and acquisitions advisory and capital raising), fixed income, currencies, and commodities (FICC), equities trading, and asset management. In recent market activity, GS stock has exhibited resilience, posting year-to-date gains of around 6% and one-year returns near 73%. Sentiment has been bolstered by robust first-quarter 2026 results, including net revenues of $17.23 billion (up 14% year-over-year) and record equity trading revenues, alongside strong banking fees from heightened deal activity. These factors have driven positive price behavior, though shares remain sensitive to broader economic cycles and interest rate shifts.
IBKR Overview and Recent Performance
IBKR is an automated electronic brokerage firm providing low-cost access to global markets across equities, options, futures, forex, and cryptocurrencies for retail and institutional clients. Recent weeks have seen IBKR stock demonstrate strong momentum, with year-to-date appreciation of approximately 21% and one-year gains of 84%. Key influences include record first-quarter 2026 revenues of $1.68 billion, fueled by 19% higher commissions from elevated trading volumes and 17% growth in net interest income from customer margin loans. Client equity reached nearly $780 billion, reflecting international expansion and product innovations like crypto trading, supporting sustained positive sentiment.
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Head-to-Head Comparison
GS and IBKR diverge in business models: GS as a full-service investment bank thrives on M&A activity, underwriting, and institutional trading, exposing it to economic cycles, while IBKR's brokerage model leverages technology for low-margin, high-volume retail trading with global reach. Growth drivers favor IBKR, with faster client equity expansion and diversification into crypto versus GS's scale advantages in fixed income. Recent momentum tilts to IBKR amid trading surges, though GS offers relative stability. Risk factors include market volatility for both, but GS faces greater deal-flow sensitivity. Sector exposure centers on financials, with positive market sentiment reflected in analyst upgrades.
Tickeron AI Verdict
Tickeron’s AI currently leans toward IBKR based on superior trend consistency, stronger YTD momentum, and catalysts like record client growth and trading volumes. While GS exhibits solid stability and scale, IBKR's relative positioning suggests higher probability of near-term outperformance in a high-volume environment.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer. Disclaimers and Limitations
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is GS is a Hold and IBKR is a Hold.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
GS’s FA Score shows that 4 FA rating(s) are green whileIBKR’s FA Score has 2 green FA rating(s).
- GS’s FA Score: 4 green, 1 red.
- IBKR’s FA Score: 2 green, 3 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
GS’s TA Score shows that 3 TA indicator(s) are bullish while IBKR’s TA Score has 4 bullish TA indicator(s).
- GS’s TA Score: 3 bullish, 4 bearish.
- IBKR’s TA Score: 4 bullish, 4 bearish.
Price Growth
GS (@Investment Banks/Brokers) experienced а +2.81% price change this week, while IBKR (@Investment Banks/Brokers) price change was +4.38% for the same time period.
The average weekly price growth across all stocks in the @Investment Banks/Brokers industry was -2.25%. For the same industry, the average monthly price growth was -2.75%, and the average quarterly price growth was -6.61%.
Reported Earning Dates
GS is expected to report earnings on Jul 14, 2026.
IBKR is expected to report earnings on Jul 21, 2026.
Industries' Descriptions
@Investment Banks/Brokers (-2.25% weekly)These banks specialize in underwriting (helping companies with debt financing or equity issuances), IPOs, facilitating mergers and other corporate reorganizations and acting as a broker or financial advisor for institutions. They might also trade securities on their own accounts. Investment banks potentially thrive on expanding its network of clients, since that could help them increase profits. Goldman Sachs, Morgan Stanley and CME Group Inc are some of the largest investment banking companies.
| GS | IBKR | GS / IBKR | |
| Capitalization | 326B | 43.1B | 756% |
| EBITDA | N/A | 9.42B | - |
| Gain YTD | 27.087 | 50.865 | 53% |
| P/E Ratio | 20.21 | 41.55 | 49% |
| Revenue | 60.4B | 10.6B | 570% |
| Total Cash | N/A | 5.09B | - |
| Total Debt | 435B | 12M | 3,625,000% |
GS | IBKR | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 32 | 38 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 84 Overvalued | 94 Overvalued | |
PROFIT vs RISK RATING 1..100 | 6 | 7 | |
SMR RATING 1..100 | 7 | 45 | |
PRICE GROWTH RATING 1..100 | 9 | 38 | |
P/E GROWTH RATING 1..100 | 27 | 20 | |
SEASONALITY SCORE 1..100 | 50 | 50 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
GS's Valuation (84) in the Investment Banks Or Brokers industry is in the same range as IBKR (94). This means that GS’s stock grew similarly to IBKR’s over the last 12 months.
GS's Profit vs Risk Rating (6) in the Investment Banks Or Brokers industry is in the same range as IBKR (7). This means that GS’s stock grew similarly to IBKR’s over the last 12 months.
GS's SMR Rating (7) in the Investment Banks Or Brokers industry is somewhat better than the same rating for IBKR (45). This means that GS’s stock grew somewhat faster than IBKR’s over the last 12 months.
GS's Price Growth Rating (9) in the Investment Banks Or Brokers industry is in the same range as IBKR (38). This means that GS’s stock grew similarly to IBKR’s over the last 12 months.
IBKR's P/E Growth Rating (20) in the Investment Banks Or Brokers industry is in the same range as GS (27). This means that IBKR’s stock grew similarly to GS’s over the last 12 months.
| GS | IBKR | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 56% | 2 days ago 62% |
| Stochastic ODDS (%) | 2 days ago 59% | 2 days ago 53% |
| Momentum ODDS (%) | N/A | 2 days ago 81% |
| MACD ODDS (%) | 2 days ago 76% | 2 days ago 71% |
| TrendWeek ODDS (%) | 2 days ago 66% | 2 days ago 76% |
| TrendMonth ODDS (%) | 2 days ago 58% | 2 days ago 77% |
| Advances ODDS (%) | 8 days ago 61% | 2 days ago 78% |
| Declines ODDS (%) | 14 days ago 55% | 14 days ago 52% |
| BollingerBands ODDS (%) | 2 days ago 48% | 2 days ago 57% |
| Aroon ODDS (%) | 2 days ago 51% | 2 days ago 72% |
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IBKR and
Correlation & Price change
A.I.dvisor indicates that over the last year, IBKR has been closely correlated with HOOD. These tickers have moved in lockstep 68% of the time. This A.I.-generated data suggests there is a high statistical probability that if IBKR jumps, then HOOD could also see price increases.
| Ticker / NAME | Correlation To IBKR | 1D Price Change % | ||
|---|---|---|---|---|
| IBKR | 100% | +0.85% | ||
| HOOD - IBKR | 68% Closely correlated | -2.26% | ||
| RJF - IBKR | 66% Loosely correlated | +0.51% | ||
| MS - IBKR | 62% Loosely correlated | +1.76% | ||
| GS - IBKR | 62% Loosely correlated | +0.89% | ||
| SCHW - IBKR | 56% Loosely correlated | +0.36% | ||
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