IBKR
Price
$69.57
Change
-$0.79 (-1.12%)
Updated
Oct 6, 04:59 PM (EDT)
Capitalization
30.99B
9 days until earnings call
RJF
Price
$167.63
Change
+$0.81 (+0.49%)
Updated
Oct 6, 04:59 PM (EDT)
Capitalization
33.42B
21 days until earnings call
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IBKR vs RJF

Header iconIBKR vs RJF Comparison
Open Charts IBKR vs RJFBanner chart's image
Interactive Brokers Group
Price$69.57
Change-$0.79 (-1.12%)
Volume$89.13K
Capitalization30.99B
Raymond James Financial
Price$167.63
Change+$0.81 (+0.49%)
Volume$8.91K
Capitalization33.42B
IBKR vs RJF Comparison Chart in %
IBKR
Daily Signalchanged days ago
Gain/Loss if bought
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RJF
Daily Signalchanged days ago
Gain/Loss if bought
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IBKR vs. RJF commentary
Oct 07, 2025

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 RJF is a Buy.

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COMPARISON
Comparison
Oct 07, 2025
Stock price -- (IBKR: $69.61 vs. RJF: $167.64)
Brand notoriety: IBKR and RJF are both not notable
IBKR represents the Investment Banks/Brokers, while RJF is part of the Investment Managers industry
Current volume relative to the 65-day Moving Average: IBKR: 53% vs. RJF: 65%
Market capitalization -- IBKR: $30.99B vs. RJF: $33.42B
IBKR [@Investment Banks/Brokers] is valued at $30.99B. RJF’s [@Investment Managers] market capitalization is $33.42B. The market cap for tickers in the [@Investment Banks/Brokers] industry ranges from $928.5B to $0. The market cap for tickers in the [@Investment Managers] industry ranges from $182.61B to $0. The average market capitalization across the [@Investment Banks/Brokers] industry is $10.86B. The average market capitalization across the [@Investment Managers] industry is $7.42B.

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 whileRJF’s FA Score has 3 green FA rating(s).

  • IBKR’s FA Score: 2 green, 3 red.
  • RJF’s FA Score: 3 green, 2 red.
According to our system of comparison, RJF is a better buy in the long-term than IBKR.

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 6 TA indicator(s) are bullish while RJF’s TA Score has 3 bullish TA indicator(s).

  • IBKR’s TA Score: 6 bullish, 3 bearish.
  • RJF’s TA Score: 3 bullish, 6 bearish.
According to our system of comparison, IBKR is a better buy in the short-term than RJF.

Price Growth

IBKR (@Investment Banks/Brokers) experienced а +1.18% price change this week, while RJF (@Investment Managers) price change was -4.71% for the same time period.

The average weekly price growth across all stocks in the @Investment Banks/Brokers industry was +6.83%. For the same industry, the average monthly price growth was +19.29%, and the average quarterly price growth was +99.04%.

The average weekly price growth across all stocks in the @Investment Managers industry was +1.15%. For the same industry, the average monthly price growth was +2.41%, and the average quarterly price growth was +39.90%.

Reported Earning Dates

IBKR is expected to report earnings on Oct 16, 2025.

RJF is expected to report earnings on Oct 28, 2025.

Industries' Descriptions

@Investment Banks/Brokers (+6.83% 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.

@Investment Managers (+1.15% weekly)

Investment Managers manage financial assets and other investments of clients. Management includes designing a short- or long-term strategy for buying/holding and selling of portfolio holdings. It can also include tax services and other aspects of financial planning as well. While it is perceived that the industry is faced with growing competition from robo-advisors/digital platforms and passive/ index-tracking funds, many investors still find value in actively managed in-person services that investment management companies often emphasize on. At the same time, many wealth managers are also incorporating digital initiatives/low cost options in addition to their in-person customized services. Their main sources of revenues are fees as a percentage of assets under management, in addition to a certain portion of clients’ gains from asset appreciation. BlackRock, Inc., Blackstone Group Inc and Brookfield Asset Management are some of the major investment management companies.

SUMMARIES
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FUNDAMENTALS
Fundamentals
RJF($33.4B) has a higher market cap than IBKR($31B). IBKR has higher P/E ratio than RJF: IBKR (36.59) vs RJF (16.44). IBKR YTD gains are higher at: 57.771 vs. RJF (9.337). IBKR has more cash in the bank: 4.69B vs. RJF (2.61B). IBKR has less debt than RJF: IBKR (8M) vs RJF (2.89B). RJF has higher revenues than IBKR: RJF (13.6B) vs IBKR (9.6B).
IBKRRJFIBKR / RJF
Capitalization31B33.4B93%
EBITDA8.33BN/A-
Gain YTD57.7719.337619%
P/E Ratio36.5916.44223%
Revenue9.6B13.6B71%
Total Cash4.69B2.61B179%
Total Debt8M2.89B0%
FUNDAMENTALS RATINGS
IBKR vs RJF: Fundamental Ratings
IBKR
RJF
OUTLOOK RATING
1..100
3839
VALUATION
overvalued / fair valued / undervalued
1..100
99
Overvalued
64
Fair valued
PROFIT vs RISK RATING
1..100
1315
SMR RATING
1..100
4710
PRICE GROWTH RATING
1..100
3922
P/E GROWTH RATING
1..100
1342
SEASONALITY SCORE
1..100
7535

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.

RJF's Valuation (64) in the Investment Banks Or Brokers industry is somewhat better than the same rating for IBKR (99). This means that RJF’s stock grew somewhat faster than IBKR’s over the last 12 months.

IBKR's Profit vs Risk Rating (13) in the Investment Banks Or Brokers industry is in the same range as RJF (15). This means that IBKR’s stock grew similarly to RJF’s over the last 12 months.

RJF's SMR Rating (10) in the Investment Banks Or Brokers industry is somewhat better than the same rating for IBKR (47). This means that RJF’s stock grew somewhat faster than IBKR’s over the last 12 months.

RJF's Price Growth Rating (22) in the Investment Banks Or Brokers industry is in the same range as IBKR (39). This means that RJF’s stock grew similarly to IBKR’s over the last 12 months.

IBKR's P/E Growth Rating (13) in the Investment Banks Or Brokers industry is in the same range as RJF (42). This means that IBKR’s stock grew similarly to RJF’s over the last 12 months.

TECHNICAL ANALYSIS
Technical Analysis
IBKRRJF
RSI
ODDS (%)
Bearish Trend 4 days ago
59%
Bearish Trend 4 days ago
44%
Stochastic
ODDS (%)
Bearish Trend 4 days ago
56%
Bullish Trend 4 days ago
69%
Momentum
ODDS (%)
Bullish Trend 4 days ago
74%
Bearish Trend 4 days ago
56%
MACD
ODDS (%)
Bullish Trend 4 days ago
62%
Bearish Trend 4 days ago
51%
TrendWeek
ODDS (%)
Bullish Trend 4 days ago
76%
Bearish Trend 4 days ago
58%
TrendMonth
ODDS (%)
Bullish Trend 4 days ago
77%
Bullish Trend 4 days ago
65%
Advances
ODDS (%)
Bullish Trend 7 days ago
77%
Bullish Trend 4 days ago
64%
Declines
ODDS (%)
N/A
Bearish Trend 6 days ago
57%
BollingerBands
ODDS (%)
Bearish Trend 4 days ago
56%
Bearish Trend 4 days ago
51%
Aroon
ODDS (%)
Bullish Trend 4 days ago
69%
Bullish Trend 4 days ago
62%
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IBKR
Daily Signalchanged days ago
Gain/Loss if bought
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RJF
Daily Signalchanged days ago
Gain/Loss if bought
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IBKR and

Correlation & Price change

A.I.dvisor indicates that over the last year, IBKR has been loosely correlated with RJF. These tickers have moved in lockstep 66% of the time. This A.I.-generated data suggests there is some statistical probability that if IBKR jumps, then RJF could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To IBKR
1D Price
Change %
IBKR100%
-1.07%
RJF - IBKR
66%
Loosely correlated
+0.49%
LPLA - IBKR
61%
Loosely correlated
-0.81%
HOOD - IBKR
58%
Loosely correlated
-2.97%
NDAQ - IBKR
55%
Loosely correlated
+0.64%
MS - IBKR
54%
Loosely correlated
+0.32%
More

RJF and

Correlation & Price change

A.I.dvisor indicates that over the last year, RJF has been closely correlated with SF. These tickers have moved in lockstep 87% of the time. This A.I.-generated data suggests there is a high statistical probability that if RJF jumps, then SF could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To RJF
1D Price
Change %
RJF100%
+0.49%
SF - RJF
87%
Closely correlated
+1.65%
MS - RJF
82%
Closely correlated
+0.32%
EVR - RJF
80%
Closely correlated
-1.07%
AMP - RJF
80%
Closely correlated
+0.37%
GS - RJF
80%
Closely correlated
+0.86%
More