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IBKR vs MS
Which Stock Would AI Choose? Interactive Brokers Group, Inc. (IBKR) vs. Morgan Stanley (MS) Stock Comparison
Key Takeaways
- IBKR has delivered stronger year-to-date gains of approximately 20.6%, outpacing MS's 7.8% return, driven by robust client growth and trading volumes.
- Both stocks reported solid Q1 2026 earnings, with MS beating EPS estimates at $3.43 and IBKR posting record revenues amid surging client equity balances.
- IBKR trades at a higher P/E ratio of 33.4 compared to MS's 17.2, reflecting its growth premium in electronic brokerage.
- MS boasts a larger market cap of $302B versus IBKR's $34.5B, underscoring its diversified investment banking footprint.
- Recent market volatility from geopolitical events has boosted trading activity for both, but IBKR benefited notably from event-driven and crypto volumes.
- Tickeron's AI tools highlight IBKR's momentum edge in recent comparisons.
Introduction
Interactive Brokers Group, Inc. (IBKR) and Morgan Stanley (MS) represent distinct approaches within the financial services sector: one a low-cost electronic brokerage powerhouse and the other a global investment banking giant. This comparison is particularly relevant for traders seeking high-momentum plays and investors eyeing stable dividend payers amid volatile markets. Recent earnings beats and heightened trading volumes due to geopolitical tensions provide timely insights into their relative performance, growth drivers, and positioning in brokerage and wealth management.
IBKR Overview and Recent Performance
Interactive Brokers Group, Inc. (IBKR) is an automated electronic broker offering low-cost access to global markets in stocks, options, futures, forex, bonds, metals, and cryptocurrencies. It serves retail, institutional, and hedge fund clients through advanced platforms like IBKR Trader Workstation. In recent market activity, IBKR's shares have shown resilience, trading around $77.50 with a 52-week range of $41.43–$82.88. Year-to-date gains stand at 20.6%, fueled by record client account growth and equity balances surpassing $500 billion. Q1 2026 earnings highlighted surging daily average revenue trades (DARTs—a key metric for trading activity) and new offerings in crypto and event contracts, though shares dipped post-report on a slight EPS miss. Sentiment remains positive on its technology edge and expansion into fractional shares and overnight trading, supporting outperformance versus broader indices.
MS Overview and Recent Performance
Morgan Stanley (MS) operates as a leading financial holding company with segments in institutional securities, wealth management (bolstered by E*Trade acquisition), and investment management. It provides advisory, capital raising, equity/fixed income products, and serves corporations, governments, and high-net-worth individuals globally. Shares recently hovered near $190, within a 52-week range of $112.03–$194.59. Year-to-date performance reached 7.8%, with 1-year returns at 68.75%. Recent weeks saw strength from Q1 2026 earnings exceeding expectations—EPS of $3.43 and revenue beats—driven by trading surges and wealth management growth, despite a net interest income (NII—income from interest-bearing assets) dip. Positive analyst outlooks on M&A (mergers and acquisitions) leadership and market optimism have sustained upward momentum, though at a more measured pace than pure-play brokers.
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Head-to-Head Comparison
IBKR focuses on automated, low-margin brokerage with minimal advisory services, contrasting MS's full-service model emphasizing wealth management (AUM—assets under management around $6 trillion) and institutional dealmaking. Growth drivers differ: IBKR leverages retail trading booms and tech innovations like APIs for algo trading, while MS benefits from fee-based wealth inflows and equity underwriting. Recent momentum favors IBKR with higher YTD returns, but MS offers lower valuation (P/E 17 vs. 33) and a 2.1% dividend yield. Risks include regulatory scrutiny for IBKR (higher beta of 1.26) and NCOs (net credit losses) for MS. Both share sector exposure to capital markets but diverge in scale—MS dominates sentiment via research influence.
Tickeron AI Verdict
Tickeron’s AI models currently lean toward IBKR due to its superior trend consistency, explosive client metrics, and positioning in high-volume electronic trading amid recent volatility. While MS exhibits stability and earnings strength, IBKR's relative momentum and growth catalysts suggest higher probability of near-term outperformance in bullish trading environments.
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 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 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 4 green FA rating(s).
- IBKR’s FA Score: 2 green, 3 red.
- MS’s FA Score: 4 green, 1 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 4 TA indicator(s) are bullish while MS’s TA Score has 3 bullish TA indicator(s).
- IBKR’s TA Score: 4 bullish, 4 bearish.
- MS’s TA Score: 3 bullish, 4 bearish.
Price Growth
IBKR (@Investment Banks/Brokers) experienced а +4.38% price change this week, while MS (@Investment Banks/Brokers) price change was +4.18% 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
IBKR is expected to report earnings on Jul 21, 2026.
MS is expected to report earnings on Jul 15, 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.
| IBKR | MS | IBKR / MS | |
| Capitalization | 43.1B | 358B | 12% |
| EBITDA | 9.42B | N/A | - |
| Gain YTD | 50.865 | 29.313 | 174% |
| P/E Ratio | 41.55 | 20.57 | 202% |
| Revenue | 10.6B | 68.8B | 15% |
| Total Cash | 5.09B | 4.29B | 118% |
| Total Debt | 12M | 394B | 0% |
IBKR | MS | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 38 | 35 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 94 Overvalued | 91 Overvalued | |
PROFIT vs RISK RATING 1..100 | 7 | 7 | |
SMR RATING 1..100 | 45 | 7 | |
PRICE GROWTH RATING 1..100 | 38 | 9 | |
P/E GROWTH RATING 1..100 | 20 | 28 | |
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 (91) 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 (9) in the Investment Banks Or Brokers industry is in the same range as IBKR (38). This means that MS’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 MS (28). This means that IBKR’s stock grew similarly to MS’s over the last 12 months.
| IBKR | MS | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 62% | 2 days ago 51% |
| Stochastic ODDS (%) | 2 days ago 53% | 2 days ago 56% |
| Momentum ODDS (%) | 2 days ago 81% | N/A |
| MACD ODDS (%) | 2 days ago 71% | 2 days ago 78% |
| TrendWeek ODDS (%) | 2 days ago 76% | 2 days ago 66% |
| TrendMonth ODDS (%) | 2 days ago 77% | 2 days ago 61% |
| Advances ODDS (%) | 2 days ago 78% | 8 days ago 65% |
| Declines ODDS (%) | 14 days ago 52% | 14 days ago 58% |
| BollingerBands ODDS (%) | 2 days ago 57% | 2 days ago 52% |
| Aroon ODDS (%) | 2 days ago 72% | 2 days 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 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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