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IBKR vs MS
Which Stock Would AI Choose? Interactive Brokers Group (IBKR) vs. Morgan Stanley (MS) Stock Comparison
Key Takeaways
- Interactive Brokers Group (IBKR) has delivered stronger year-to-date returns compared to Morgan Stanley (MS), reflecting robust brokerage activity and platform expansions.
- Morgan Stanley (MS) reported record quarterly revenues driven by institutional trading and dealmaking, supporting its position in wealth management and investment banking.
- Both stocks operate in the financial services sector but differ in focus, with IBKR emphasizing electronic brokerage and MS highlighting integrated banking and asset management.
- Recent market activity shows volatility for both, with IBKR experiencing notable price swings near multi-month highs and MS maintaining momentum amid sector tailwinds.
- Market sentiment for IBKR benefits from cryptocurrency integrations and trading volume growth, while MS draws from strong earnings beats and AI-related investment themes.
- Relative performance highlights trade-offs between IBKR’s retail-oriented growth and MS’s institutional stability and diversification.
Introduction
Interactive Brokers Group (IBKR) and Morgan Stanley (MS) represent two distinct yet overlapping segments of the financial services industry. IBKR operates as a global electronic broker serving active traders and institutions, while MS functions as a full-service investment bank with significant wealth management and asset management arms. This comparison appeals to traders and investors seeking to evaluate relative performance, business model resilience, and market positioning in the current environment. Market participants focused on brokerage trends, institutional flows, or sector rotation may find the analysis relevant for portfolio construction and risk assessment.
IBKR Overview and Recent Performance
Interactive Brokers Group (IBKR) provides automated global electronic brokerage services to retail and institutional clients worldwide. In recent weeks, the stock has shown strong momentum, advancing from the high $80s into the mid-$90s amid increased trading volumes and platform enhancements. Key developments include the addition of new cryptocurrency tokens for trading and the release of June 2026 brokerage metrics, which highlighted continued execution quality. Sentiment has been supported by expansion in digital assets and retail brokerage activity, though the shares have experienced intraday volatility near 52-week highs. Broader market conditions and upcoming second-quarter earnings have also influenced positioning.
MS Overview and Recent Performance
Morgan Stanley (MS) delivers investment banking, wealth management, and asset management services on a global scale. In recent weeks, the stock has traded near elevated levels following strong second-quarter results that featured record revenues driven by institutional securities, trading activity, and dealmaking. Performance has benefited from market volatility that boosted trading desks and robust equity issuance trends. The company continues to emphasize technology investments, including artificial intelligence applications. Recent market activity reflects sector rotation and earnings momentum, with the shares displaying typical financial-sector sensitivity to interest rates and economic indicators.
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Head-to-Head Comparison
Interactive Brokers Group (IBKR) and Morgan Stanley (MS) pursue different business models within financial services. IBKR centers on low-cost electronic brokerage and self-directed trading, generating revenue primarily from commissions, interest, and order flow. MS integrates investment banking, wealth management, and institutional trading, deriving income from fees, spreads, and asset-based revenues. Growth drivers for IBKR include platform scalability and cryptocurrency offerings, whereas MS benefits from advisory mandates and asset gathering. Recent momentum has favored IBKR’s year-to-date outperformance, while MS has posted stronger absolute earnings prints. Risk factors differ: IBKR faces competition in brokerage pricing and regulatory scrutiny on trading, while MS contends with market volatility impacts on deal flow and credit exposure. Sector exposure overlaps in equities and fixed income, yet MS maintains broader diversification across asset classes. Market sentiment currently reflects optimism for both, tempered by macroeconomic uncertainties.
Tickeron AI Verdict
Based on observable factors such as trend consistency, earnings stability, and relative positioning, Tickeron’s AI models currently assign a modestly higher probability of continued outperformance to Interactive Brokers Group (IBKR) over the near term. IBKR’s stronger year-to-date returns, combined with platform-driven catalysts, support this assessment, although Morgan Stanley (MS) offers attractive stability through its diversified revenue streams. Outcomes remain subject to evolving market conditions and company-specific developments.
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.
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 IBKR is a Hold and MS is a StrongBuy.
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).
IBKR’s FA Score shows that 2 FA rating(s) are green whileMS’s FA Score has 2 green FA rating(s).
- IBKR’s FA Score: 2 green, 3 red.
- MS’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.
IBKR’s TA Score shows that 2 TA indicator(s) are bullish while MS’s TA Score has 3 bullish TA indicator(s).
- IBKR’s TA Score: 2 bullish, 6 bearish.
- MS’s TA Score: 3 bullish, 5 bearish.
Price Growth
IBKR (@Investment Banks/Brokers) experienced а -2.01% price change this week, while MS (@Investment Banks/Brokers) price change was -4.59% for the same time period.
The average weekly price growth across all stocks in the @Investment Banks/Brokers industry was +11.50%. For the same industry, the average monthly price growth was +2.57%, and the average quarterly price growth was -14.72%.
Reported Earning Dates
IBKR is expected to report earnings on Jul 21, 2026.
MS is expected to report earnings on Oct 14, 2026.
Industries' Descriptions
@Investment Banks/Brokers (+11.50% 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.
| IBKR | MS | IBKR / MS | |
| Capitalization | 40.8B | 332B | 12% |
| EBITDA | 9.42B | N/A | - |
| Gain YTD | 42.856 | 20.116 | 213% |
| P/E Ratio | 39.35 | 17.04 | 231% |
| Revenue | 10.6B | 68.8B | 15% |
| Total Cash | 5.09B | 4.29B | 118% |
| Total Debt | 12M | 394B | 0% |
IBKR | MS | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 68 | 65 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 94 Overvalued | 85 Overvalued | |
PROFIT vs RISK RATING 1..100 | 7 | 7 | |
SMR RATING 1..100 | 45 | 7 | |
PRICE GROWTH RATING 1..100 | 44 | 44 | |
P/E GROWTH RATING 1..100 | 31 | 41 | |
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.
MS's Valuation (85) in the Investment Banks Or Brokers industry is in the same range as IBKR (94). This means that MS’s stock grew similarly to IBKR’s over the last 12 months.
MS's Profit vs Risk Rating (7) in the Investment Banks Or Brokers industry is in the same range as IBKR (7). This means that MS’s stock grew similarly to IBKR’s over the last 12 months.
MS's SMR Rating (7) in the Investment Banks Or Brokers industry is somewhat better than the same rating for IBKR (45). This means that MS’s stock grew somewhat faster than IBKR’s over the last 12 months.
MS's Price Growth Rating (44) in the Investment Banks Or Brokers industry is in the same range as IBKR (44). This means that MS’s stock grew similarly to IBKR’s over the last 12 months.
IBKR's P/E Growth Rating (31) in the Investment Banks Or Brokers industry is in the same range as MS (41). This means that IBKR’s stock grew similarly to MS’s over the last 12 months.
| IBKR | MS | |
|---|---|---|
| RSI ODDS (%) | 1 day ago 62% | 1 day ago 55% |
| Stochastic ODDS (%) | 1 day ago 58% | 1 day ago 61% |
| Momentum ODDS (%) | 1 day ago 51% | 1 day ago 54% |
| MACD ODDS (%) | 1 day ago 59% | 1 day ago 55% |
| TrendWeek ODDS (%) | 1 day ago 57% | 1 day ago 55% |
| TrendMonth ODDS (%) | 1 day ago 60% | 1 day ago 54% |
| Advances ODDS (%) | 7 days ago 79% | 7 days ago 65% |
| Declines ODDS (%) | 5 days ago 51% | 1 day ago 58% |
| BollingerBands ODDS (%) | 1 day ago 64% | 1 day ago 55% |
| Aroon ODDS (%) | 1 day ago 74% | 1 day ago 50% |
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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 67% 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% | +1.27% | ||
| HOOD - IBKR | 67% Closely correlated | -0.68% | ||
| RJF - IBKR | 66% Loosely correlated | -0.02% | ||
| MS - IBKR | 62% Loosely correlated | -2.12% | ||
| NDAQ - IBKR | 55% Loosely correlated | +0.25% | ||
| SF - IBKR | 54% Loosely correlated | +0.40% | ||
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MS and
Correlation & Price change
A.I.dvisor indicates that over the last year, MS has been closely correlated with GS. These tickers have moved in lockstep 83% of the time. This A.I.-generated data suggests there is a high statistical probability that if MS jumps, then GS could also see price increases.