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IBKR vs MS
Which Stock Would AI Choose? Interactive Brokers (IBKR) vs. Morgan Stanley (MS) Stock Comparison
Key Takeaways
- Interactive Brokers (IBKR) operates as a global electronic brokerage with high operational efficiency and strong growth in customer accounts and net interest income amid elevated interest rates.
- Morgan Stanley (MS) delivers diversified financial services across institutional securities, wealth management, and investment management, reporting record quarterly revenues in the most recent period.
- Over recent weeks, IBKR shares have shown resilience with modest gains, while MS has experienced more pronounced pullbacks amid broader market rotations.
- IBKR benefits from a lean cost structure and international expansion, whereas MS leverages scale in wealth management with substantial net new asset inflows.
- Valuation metrics reflect a premium for IBKR's growth trajectory compared to MS's more established but slower-expanding franchise.
- Relative performance highlights trade-offs between IBKR's niche brokerage momentum and MS's broader capital markets exposure.
Introduction
Traders and investors seeking to understand relative positioning within the capital markets sector often compare specialized brokerages with full-service financial institutions. Interactive Brokers (IBKR) and Morgan Stanley (MS) represent distinct approaches to serving retail, institutional, and high-net-worth clients. This analysis examines their business models, recent stock behavior, and market sentiment in the current environment. The comparison appeals to those evaluating growth-oriented platforms versus diversified revenue streams, particularly amid shifting interest rate dynamics and trading volumes.
IBKR Overview and Recent Performance
Interactive Brokers Group, Inc. provides automated global brokerage services across equities, options, futures, currencies, and other instruments. The firm maintains a low-cost structure that supports high pre-tax margins. In recent market activity, shares have traded near $90, reflecting gains in several sessions amid positive sentiment around account growth and interest income. Developments such as product expansions in international markets and sustained customer additions have supported performance. Broader rate environment has aided net interest income, contributing to steady momentum despite periodic volatility in trading volumes.
MS Overview and Recent Performance
Morgan Stanley operates as a global financial services firm with significant operations in institutional securities, wealth management, and investment management. Recent quarterly results highlighted record net revenues driven by equities, investment banking, and asset inflows. Stock prices around $202 have faced pressure in recent weeks, with declines noted amid market rotations. Factors influencing sentiment include strong wealth management net new assets and capital return initiatives, tempered by broader sector movements and valuation considerations.
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Head-to-Head Comparison
Interactive Brokers (IBKR) focuses primarily on brokerage execution with a technology-driven, low-overhead model, while Morgan Stanley (MS) maintains a diversified platform encompassing trading, advisory, and asset management. Growth drivers for IBKR center on account expansion and margin lending efficiency; MS draws from wealth management scale and capital markets activity. Recent momentum has favored IBKR’s steadier trajectory versus MS’s sensitivity to market sentiment shifts. Risk factors include IBKR’s exposure to trading volume fluctuations and MS’s sensitivity to economic cycles and regulatory changes. Sector exposure overlaps in financial services, yet IBKR operates with narrower brokerage emphasis compared to MS’s integrated firm approach. Market sentiment reflects premium valuations for IBKR’s efficiency metrics against MS’s established dividend profile and share repurchase programs.
Tickeron AI Verdict
Based on observable factors such as trend consistency in customer metrics, stability in interest income generation, and relative positioning amid rate dynamics, Tickeron’s AI would currently assign a probabilistic edge to Interactive Brokers (IBKR). This assessment weighs recent account growth and operational leverage against Morgan Stanley’s (MS) broader but more variable revenue streams. Outcomes remain subject to evolving market conditions and company-specific catalysts.
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 LimitationsTo 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 Hold.
| IBKR | MS | IBKR / MS | |
| Capitalization | 41.1B | 318B | 13% |
| EBITDA | 9.92B | N/A | - |
| Gain YTD | 41.441 | 15.991 | 259% |
| P/E Ratio | 35.99 | 16.36 | 220% |
| Revenue | 11.1B | 73.1B | 15% |
| Total Cash | 7.71B | 4.29B | 180% |
| Total Debt | 13M | 422B | 0% |
IBKR | MS | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 50 | 50 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 93 Overvalued | 85 Overvalued | |
PROFIT vs RISK RATING 1..100 | 6 | 10 | |
SMR RATING 1..100 | 45 | 5 | |
PRICE GROWTH RATING 1..100 | 43 | 48 | |
P/E GROWTH RATING 1..100 | 33 | 51 | |
SEASONALITY SCORE 1..100 | 85 | 75 |
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 (93). This means that MS’s stock grew similarly to IBKR’s over the last 12 months.
IBKR's Profit vs Risk Rating (6) in the Investment Banks Or Brokers industry is in the same range as MS (10). This means that IBKR’s stock grew similarly to MS’s over the last 12 months.
MS's SMR Rating (5) 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.
IBKR's Price Growth Rating (43) in the Investment Banks Or Brokers industry is in the same range as MS (48). This means that IBKR’s stock grew similarly to MS’s over the last 12 months.
IBKR's P/E Growth Rating (33) in the Investment Banks Or Brokers industry is in the same range as MS (51). This means that IBKR’s stock grew similarly to MS’s over the last 12 months.
| IBKR | MS | |
|---|---|---|
| RSI ODDS (%) | N/A | 4 days ago 84% |
| Stochastic ODDS (%) | 4 days ago 85% | 4 days ago 74% |
| Momentum ODDS (%) | 4 days ago 51% | 4 days ago 51% |
| MACD ODDS (%) | 4 days ago 60% | 4 days ago 61% |
| TrendWeek ODDS (%) | 4 days ago 58% | 4 days ago 55% |
| TrendMonth ODDS (%) | 4 days ago 77% | 4 days ago 56% |
| Advances ODDS (%) | 4 days ago 79% | 18 days ago 65% |
| Declines ODDS (%) | 6 days ago 53% | 6 days ago 58% |
| BollingerBands ODDS (%) | 4 days ago 60% | 4 days ago 72% |
| Aroon ODDS (%) | 4 days ago 60% | 4 days ago 53% |
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 overvalued. 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 while MS’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 4 bullish TA indicator(s).
- IBKR’s TA Score: 2 bullish, 7 bearish.
- MS’s TA Score: 4 bullish, 6 bearish.
Price Growth
IBKR (@Investment Banks/Brokers) experienced а -0.74% price change this week, while MS (@Investment Banks/Brokers) price change was -5.50% for the same time period.
The average weekly price growth across all stocks in the @Investment Banks/Brokers industry was +6.77%. For the same industry, the average monthly price growth was +7.41%, and the average quarterly price growth was +10.44%.
Reported Earning Dates
IBKR is expected to report earnings on Oct 20, 2026.
MS is expected to report earnings on Oct 14, 2026.
Industries' Descriptions
@Investment Banks/Brokers (+6.77% 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.
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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% | +2.61% | ||
| HOOD - IBKR | 68% Closely correlated | +9.12% | ||
| RJF - IBKR | 66% Loosely correlated | +0.60% | ||
| MS - IBKR | 65% Loosely correlated | -0.46% | ||
| GS - IBKR | 65% Loosely correlated | -1.00% | ||
| BMNR - IBKR | 60% Loosely correlated | +8.79% | ||
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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 85% 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.