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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 delivered stronger year-to-date returns of approximately 20.6%, significantly outpacing RJF's 2.4% gain, reflecting robust momentum in recent market activity.
- Recent quarterly earnings for both firms beat expectations, with IBKR reporting record revenues of $1.67 billion and RJF achieving $3.86 billion in Q2 fiscal results.
- IBKR trades at a higher P/E ratio of 33.4 compared to RJF's 14.7, signaling market expectations for greater growth.
- Market caps are closely matched, with IBKR at $34.5 billion and RJF at $30.3 billion, highlighting competitive scale in brokerage services.
- Analyst sentiment remains positive for both, with recent price target upgrades for IBKR to $98 and RJF holding steady around $174.
Introduction
IBKR and RJF represent distinct approaches within the brokerage and financial services sector: Interactive Brokers Group focuses on low-cost, technology-driven electronic trading platforms serving active traders globally, while Raymond James Financial emphasizes wealth management and advisory services for individual and institutional clients. This stock comparison is relevant for investors evaluating relative performance in financial services, particularly those interested in growth-oriented brokerages versus stable asset gatherers. Amid recent market volatility and interest rate shifts, understanding their business models, recent earnings momentum, and valuation differences aids in assessing sector exposure and potential trade-offs in a dynamic environment.
IBKR Overview and Recent Performance
Interactive Brokers Group (IBKR) operates a leading electronic brokerage platform offering low-margin trading in equities, options, futures, and cryptocurrencies across global markets. In recent weeks, IBKR shares have shown resilience, trading around $77.50 within a 52-week range of $41.43 to $82.88, supported by year-to-date gains exceeding 20%. Key influences include Q1 2026 earnings that delivered record revenues of $1.67 billion, up significantly year-over-year, driven by 19% higher commissions and strong client account growth. Elevated trading volumes in stocks, options, and futures amid geopolitical events boosted performance, though shares dipped slightly post-earnings due to a revenue miss perception. Positive analyst updates, including Goldman Sachs raising its target to $98, have sustained upward sentiment, underscoring IBKR's appeal to growth-focused investors.
RJF Overview and Recent Performance
Raymond James Financial (RJF) provides diversified financial services, including wealth management, capital markets, and institutional asset management, with a focus on fee-based advisory through its extensive advisor network. Recently, RJF shares have hovered near $155.70 in a 52-week range of $133.89 to $177.66, posting modest year-to-date returns of about 2.4%. Performance has been bolstered by Q2 fiscal 2026 results showing revenues of $3.86 billion and EPS beating estimates at $2.83, fueled by net new assets from advisor recruiting and higher net interest income (NII, revenue from interest-bearing assets). Rising expenses tempered gains, yet technology investments and stable margins supported sentiment. Analyst targets average $174, with Morgan Stanley maintaining Equal-Weight, reflecting steady but less explosive growth compared to pure trading peers.
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Head-to-Head Comparison
In business models, IBKR emphasizes commission and execution revenues from high-volume electronic trading, contrasting RJF's reliance on recurring fee-based wealth management and NII. Growth drivers differ: IBKR benefits from client equity surges and product diversification like crypto, while RJF leverages advisor expansion and AUM (assets under management) inflows. Recent momentum favors IBKR with superior YTD returns and margin expansion, versus RJF's one-month uptick amid cost pressures. Risk factors include IBKR's exposure to trading volatility and regulatory shifts, while RJF faces interest rate sensitivity in NII. Sector-wise, both tap financials, but IBKR aligns more with fintech disruption. Market sentiment tilts toward IBKR's growth premium (higher P/E), trading off RJF's value stability.
Tickeron AI Verdict
Tickeron’s AI models currently lean toward IBKR over RJF, based on consistent upward trends, superior YTD performance, record earnings catalysts, and stronger relative positioning in high-volume trading environments. While RJF offers stability through diversified revenues, IBKR's momentum and analyst upgrades suggest higher probability of near-term outperformance, though volatility remains a factor.
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.
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 RJF 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 whileRJF’s FA Score has 2 green FA rating(s).
- IBKR’s FA Score: 2 green, 3 red.
- RJF’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 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 +4.38% price change this week, while RJF (@Investment Managers) price change was +1.25% 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%.
The average weekly price growth across all stocks in the @Investment Managers industry was -2.28%. For the same industry, the average monthly price growth was -2.46%, and the average quarterly price growth was -8.13%.
Reported Earning Dates
IBKR is expected to report earnings on Jul 21, 2026.
RJF is expected to report earnings on Jul 22, 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.
@Investment Managers (-2.28% 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 | 43.1B | 30.5B | 141% |
| EBITDA | 9.42B | N/A | - |
| Gain YTD | 50.865 | -1.758 | -2,894% |
| P/E Ratio | 41.55 | 14.79 | 281% |
| 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 | 38 | 23 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 94 Overvalued | 69 Overvalued | |
PROFIT vs RISK RATING 1..100 | 7 | 32 | |
SMR RATING 1..100 | 45 | 15 | |
PRICE GROWTH RATING 1..100 | 38 | 52 | |
P/E GROWTH RATING 1..100 | 20 | 50 | |
SEASONALITY SCORE 1..100 | 50 | 45 |
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 (69) in the Investment Banks Or Brokers industry is in the same range as IBKR (94). This means that RJF’s stock grew similarly to IBKR’s over the last 12 months.
IBKR's Profit vs Risk Rating (7) in the Investment Banks Or Brokers industry is in the same range as RJF (32). This means that IBKR’s stock grew similarly to RJF’s over the last 12 months.
RJF's SMR Rating (15) 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.
IBKR's Price Growth Rating (38) in the Investment Banks Or Brokers industry is in the same range as RJF (52). This means that IBKR’s stock grew similarly to RJF’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 RJF (50). This means that IBKR’s stock grew similarly to RJF’s over the last 12 months.
| IBKR | RJF | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 62% | 2 days ago 45% |
| Stochastic ODDS (%) | 2 days ago 53% | 2 days ago 60% |
| Momentum ODDS (%) | 2 days ago 81% | 2 days ago 64% |
| MACD ODDS (%) | 2 days ago 71% | 2 days ago 64% |
| TrendWeek ODDS (%) | 2 days ago 76% | 2 days ago 63% |
| TrendMonth ODDS (%) | 2 days ago 77% | 2 days ago 59% |
| Advances ODDS (%) | 2 days ago 78% | 8 days ago 59% |
| Declines ODDS (%) | 14 days ago 52% | 13 days ago 58% |
| BollingerBands ODDS (%) | 2 days ago 57% | 2 days ago 61% |
| Aroon ODDS (%) | 2 days ago 72% | 2 days ago 59% |
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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% | ||
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.