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IBKR vs RJF
Which Stock Would AI Choose? Interactive Brokers Group (IBKR) vs. Raymond James Financial (RJF) Stock Comparison
Key Takeaways
- IBKR has shown stronger recent momentum through robust brokerage metrics growth, including significant year-over-year increases in daily average revenue trades and client equity.
- RJF delivered solid Q2 2026 earnings with EPS beats and margin improvements, supported by its wealth management focus amid stable client advisory activity.
- IBKR benefits from its electronic trading platform and global reach, with recent expansions into cryptocurrency offerings enhancing its competitive positioning.
- RJF emphasizes relationship-based wealth management and has received analyst upgrades following earnings previews, reflecting resilience in its advisory segments.
- Relative performance highlights a contrast between IBKR’s high-volume, low-cost model and RJF’s emphasis on personalized financial services and margin expansion.
- Market sentiment for both remains constructive in the financial services sector, with attention on upcoming earnings releases and broader economic indicators influencing brokerage and wealth management flows.
Introduction
Interactive Brokers Group (IBKR) and Raymond James Financial (RJF) represent two distinct
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 Buy and RJF is a Buy.
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 1 FA rating(s) are green whileRJF’s FA Score has 3 green FA rating(s).
- IBKR’s FA Score: 1 green, 4 red.
- RJF’s FA Score: 3 green, 2 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 RJF’s TA Score has 6 bullish TA indicator(s).
- IBKR’s TA Score: 4 bullish, 4 bearish.
- RJF’s TA Score: 6 bullish, 4 bearish.
Price Growth
IBKR (@Investment Banks/Brokers) experienced а -4.09% price change this week, while RJF (@Investment Managers) price change was +3.95% for the same time period.
The average weekly price growth across all stocks in the @Investment Banks/Brokers industry was +0.01%. For the same industry, the average monthly price growth was -6.73%, and the average quarterly price growth was -16.94%.
The average weekly price growth across all stocks in the @Investment Managers industry was +0.71%. For the same industry, the average monthly price growth was -2.05%, and the average quarterly price growth was -9.92%.
Reported Earning Dates
IBKR is expected to report earnings on Oct 20, 2026.
RJF is expected to report earnings on Oct 28, 2026.
Industries' Descriptions
@Investment Banks/Brokers (+0.01% 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 (+0.71% 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.
| IBKR | RJF | IBKR / RJF | |
| Capitalization | 39.2B | 33.8B | 116% |
| EBITDA | 9.42B | N/A | - |
| Gain YTD | 37.107 | 10.758 | 345% |
| P/E Ratio | 34.92 | 15.34 | 228% |
| Revenue | 10.6B | 14.5B | 73% |
| Total Cash | 5.09B | 2.61B | 195% |
| Total Debt | 12M | 4.22B | 0% |
IBKR | RJF | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 50 | 86 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 91 Overvalued | 71 Overvalued | |
PROFIT vs RISK RATING 1..100 | 8 | 23 | |
SMR RATING 1..100 | 45 | 16 | |
PRICE GROWTH RATING 1..100 | 46 | 26 | |
P/E GROWTH RATING 1..100 | 48 | 58 | |
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.
RJF's Valuation (71) in the Investment Banks Or Brokers industry is in the same range as IBKR (91). This means that RJF’s stock grew similarly to IBKR’s over the last 12 months.
IBKR's Profit vs Risk Rating (8) in the Investment Banks Or Brokers industry is in the same range as RJF (23). This means that IBKR’s stock grew similarly to RJF’s over the last 12 months.
RJF's SMR Rating (16) in the Investment Banks Or Brokers industry is in the same range as IBKR (45). This means that RJF’s stock grew similarly to IBKR’s over the last 12 months.
RJF's Price Growth Rating (26) in the Investment Banks Or Brokers industry is in the same range as IBKR (46). This means that RJF’s stock grew similarly to IBKR’s over the last 12 months.
IBKR's P/E Growth Rating (48) in the Investment Banks Or Brokers industry is in the same range as RJF (58). This means that IBKR’s stock grew similarly to RJF’s over the last 12 months.
| IBKR | RJF | |
|---|---|---|
| RSI ODDS (%) | N/A | 4 days ago 50% |
| Stochastic ODDS (%) | 4 days ago 78% | 4 days ago 56% |
| Momentum ODDS (%) | 4 days ago 47% | 4 days ago 63% |
| MACD ODDS (%) | 4 days ago 60% | 4 days ago 65% |
| TrendWeek ODDS (%) | 4 days ago 57% | 4 days ago 64% |
| TrendMonth ODDS (%) | 4 days ago 77% | 4 days ago 60% |
| Advances ODDS (%) | 14 days ago 79% | 4 days ago 60% |
| Declines ODDS (%) | 6 days ago 53% | 14 days ago 58% |
| BollingerBands ODDS (%) | 4 days ago 81% | 4 days ago 48% |
| Aroon ODDS (%) | 4 days ago 73% | 4 days ago 53% |
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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 66% 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% | -2.75% | ||
| HOOD - IBKR | 66% Closely correlated | -0.05% | ||
| RJF - IBKR | 66% Loosely correlated | +0.58% | ||
| GS - IBKR | 62% Loosely correlated | -0.63% | ||
| NDAQ - IBKR | 55% Loosely correlated | -1.02% | ||
| CLSK - IBKR | 55% Loosely correlated | -5.36% | ||
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