IBKR
Price
$90.81
Change
+$1.98 (+2.23%)
Updated
Jun 12 closing price
Capitalization
40.45B
36 days until earnings call
Intraday BUY SELL Signals
PHEQ
Price
$34.28
Change
+$0.03 (+0.09%)
Updated
Jun 12 closing price
Net Assets
137.12M
Intraday BUY SELL Signals
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IBKR vs PHEQ

Header iconIBKR vs PHEQ Comparison
Open Charts IBKR vs PHEQBanner chart's image
IBKR vs PHEQ Comparison Chart in %
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IBKR vs. PHEQ commentary
Jun 15, 2026

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 StrongBuy and PHEQ is a Hold.

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COMPARISON
Comparison
Jun 15, 2026
Stock price -- (IBKR: $90.81)
Brand notoriety:
Market capitalization --

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 while.

  • 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.

IBKR’s TA Score shows that 5 TA indicator(s) are bullish.

  • IBKR’s TA Score: 5 bullish, 3 bearish.

Price Growth

IBKR (@Investment Banks/Brokers) experienced а +7.59% price change this weekfor the same time period.

The average weekly price growth across all stocks in the @Investment Banks/Brokers industry was +1.59%. For the same industry, the average monthly price growth was -3.54%, and the average quarterly price growth was -11.85%.

Reported Earning Dates

IBKR is expected to report earnings on Jul 21, 2026.

Industries' Descriptions

@Investment Banks/Brokers (+1.59% 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.

SUMMARIES
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FUNDAMENTALS RATINGS
IBKR: Fundamental Ratings
IBKR
OUTLOOK RATING
1..100
86
VALUATION
overvalued / fair valued / undervalued
1..100
94
Overvalued
PROFIT vs RISK RATING
1..100
9
SMR RATING
1..100
45
PRICE GROWTH RATING
1..100
39
P/E GROWTH RATING
1..100
24
SEASONALITY SCORE
1..100
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.

TECHNICAL ANALYSIS
Technical Analysis
IBKRPHEQ
RSI
ODDS (%)
Bearish Trend 3 days ago
64%
Bearish Trend 3 days ago
29%
Stochastic
ODDS (%)
Bearish Trend 3 days ago
52%
Bearish Trend 3 days ago
50%
Momentum
ODDS (%)
Bullish Trend 3 days ago
79%
Bearish Trend 3 days ago
68%
MACD
ODDS (%)
Bullish Trend 3 days ago
78%
Bearish Trend 3 days ago
40%
TrendWeek
ODDS (%)
Bullish Trend 3 days ago
76%
Bullish Trend 3 days ago
86%
TrendMonth
ODDS (%)
Bullish Trend 3 days ago
77%
Bullish Trend 3 days ago
88%
Advances
ODDS (%)
Bullish Trend 3 days ago
78%
Bullish Trend 3 days ago
86%
Declines
ODDS (%)
Bearish Trend 5 days ago
52%
Bearish Trend 5 days ago
49%
BollingerBands
ODDS (%)
Bullish Trend 3 days ago
82%
Bullish Trend 3 days ago
89%
Aroon
ODDS (%)
Bullish Trend 3 days ago
71%
Bullish Trend 3 days ago
86%
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IBKR
Daily Signal:
Gain/Loss:
PHEQ
Daily Signal:
Gain/Loss:
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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.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To IBKR
1D Price
Change %
IBKR100%
+2.23%
HOOD - IBKR
67%
Closely correlated
+1.04%
RJF - IBKR
66%
Loosely correlated
+2.65%
MS - IBKR
62%
Loosely correlated
+0.65%
GS - IBKR
62%
Loosely correlated
+2.62%
SCHW - IBKR
56%
Loosely correlated
+2.71%
More

PHEQ and

Correlation & Price change

A.I.dvisor indicates that over the last year, PHEQ has been loosely correlated with MS. These tickers have moved in lockstep 62% of the time. This A.I.-generated data suggests there is some statistical probability that if PHEQ jumps, then MS could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To PHEQ
1D Price
Change %
PHEQ100%
+0.07%
MS - PHEQ
62%
Loosely correlated
+0.65%
IBKR - PHEQ
60%
Loosely correlated
+2.23%
BEN - PHEQ
56%
Loosely correlated
+1.01%
COIN - PHEQ
56%
Loosely correlated
-0.41%
AMZN - PHEQ
56%
Loosely correlated
-1.23%
More