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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 significantly stronger year-to-date returns of approximately 45% compared to RJF’s roughly 4% gain through early July 2026, outpacing broader market benchmarks.
- Both companies operate in the brokerage and financial services sector, with IBKR emphasizing a global electronic platform and RJF focusing on advisor-led wealth management and client asset growth.
- Recent market activity shows IBKR benefiting from client equity expansion and international product launches, while RJF has seen analyst price target increases and record client assets under administration.
- Valuation metrics indicate IBKR trades at a higher multiple reflective of its growth trajectory, whereas RJF offers a more moderate price-to-earnings ratio amid steady dividend distributions.
- Sector sentiment remains supportive for both amid ongoing interest rate dynamics and trading volume trends, though relative momentum has favored the electronic brokerage model in recent weeks.
- Upcoming quarterly results, including IBKR’s second-quarter release scheduled for late July, represent near-term catalysts for both stocks.
Introduction
Interactive Brokers Group (IBKR) and Raymond James Financial (RJF) represent two distinct approaches within the brokerage and wealth management industry. This comparison examines their business models, recent stock performance, and market positioning to assist investors and traders evaluating relative opportunities in the financial services sector. The analysis draws on observable metrics such as returns, client metrics, and analyst commentary from reputable sources. It is particularly relevant for those assessing growth-oriented electronic platforms versus established advisor-centric firms amid evolving market conditions.
IBKR Overview and Recent Performance
Interactive Brokers Group operates as a global electronic brokerage, providing automated trading platforms across equities, options, futures, and other instruments to institutional and retail clients. In recent weeks, the stock has shown resilience near multi-month highs, closing around $93.40 on July 8, 2026, after reaching a 52-week high near $97.84 in late June. Year-to-date returns stand at approximately 45%, substantially exceeding the S&P 500 benchmark. Key influences include continued growth in client equity balances, reported at elevated levels in prior quarters, and expansion into new markets such as select Korean equities via the Nextrade ATS in late June 2026. Monthly brokerage metrics for June 2026 highlighted sustained trading activity, supporting positive sentiment. The company is scheduled to report second-quarter results on July 21, 2026.
RJF Overview and Recent Performance
Raymond James Financial provides wealth management, capital markets, and asset management services primarily through a network of financial advisors. The stock has traded in a narrower range recently, closing near $165 on July 8, 2026, with year-to-date returns of approximately 4%. Performance has been influenced by steady client asset accumulation, including record growth in assets under administration reported for May 2026, and multiple analyst price target revisions upward in recent periods. A quarterly dividend of $0.54 per share was declared with a record date in early July. Index adjustments, including removal from the Russell 1000 Dynamic Index in late June, prompted some rebalancing activity. Broader market sentiment toward traditional wealth managers has remained measured amid economic data releases.
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Head-to-Head Comparison
Interactive Brokers Group emphasizes a technology-driven, low-cost global brokerage model that benefits from high trading volumes and international expansion, contrasting with Raymond James Financial’s advisor-centric wealth management approach centered on client relationships and asset gathering. Recent momentum has favored IBKR through stronger year-to-date gains and client equity growth, while RJF has recorded consistent asset inflows and dividend stability. Risk considerations include IBKR’s sensitivity to market volatility and trading volumes versus RJF’s exposure to advisory fee pressures and interest rate environments. Sector exposure overlaps in financial services, yet IBKR maintains broader geographic reach. Market sentiment, as reflected in analyst commentary, shows constructive views on both, with relative positioning highlighting trade-offs between growth velocity and steadier income characteristics.
Tickeron AI Verdict
Based on observable factors such as trend consistency, client metric stability, and relative positioning in recent market activity, Tickeron’s AI would currently assign a higher probabilistic preference to IBKR over RJF. This assessment incorporates stronger recent returns and ongoing international catalysts, though outcomes remain subject to broader economic variables and upcoming earnings disclosures.
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 Buy 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 3 green FA rating(s).
- IBKR’s FA Score: 2 green, 3 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 3 TA indicator(s) are bullish while RJF’s TA Score has 6 bullish TA indicator(s).
- IBKR’s TA Score: 3 bullish, 5 bearish.
- RJF’s TA Score: 6 bullish, 4 bearish.
Price Growth
IBKR (@Investment Banks/Brokers) experienced а -2.53% price change this week, while RJF (@Investment Managers) price change was +0.34% for the same time period.
The average weekly price growth across all stocks in the @Investment Banks/Brokers industry was -7.53%. For the same industry, the average monthly price growth was -8.39%, and the average quarterly price growth was -19.38%.
The average weekly price growth across all stocks in the @Investment Managers industry was -2.61%. For the same industry, the average monthly price growth was -2.43%, and the average quarterly price growth was -11.98%.
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 (-7.53% 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 (-2.61% 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 | 41.7B | 32.5B | 128% |
| EBITDA | 9.42B | N/A | - |
| Gain YTD | 45.786 | 5.094 | 899% |
| P/E Ratio | 40.15 | 15.77 | 255% |
| 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 | 74 | 17 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 94 Overvalued | 71 Overvalued | |
PROFIT vs RISK RATING 1..100 | 6 | 26 | |
SMR RATING 1..100 | 45 | 15 | |
PRICE GROWTH RATING 1..100 | 39 | 26 | |
P/E GROWTH RATING 1..100 | 31 | 47 | |
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 (94). This means that RJF’s stock grew similarly to IBKR’s over the last 12 months.
IBKR's Profit vs Risk Rating (6) in the Investment Banks Or Brokers industry is in the same range as RJF (26). 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.
RJF's Price Growth Rating (26) 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 (31) in the Investment Banks Or Brokers industry is in the same range as RJF (47). This means that IBKR’s stock grew similarly to RJF’s over the last 12 months.
| IBKR | RJF | |
|---|---|---|
| RSI ODDS (%) | 1 day ago 58% | 1 day ago 51% |
| Stochastic ODDS (%) | 1 day ago 51% | 1 day ago 58% |
| Momentum ODDS (%) | 1 day ago 76% | 1 day ago 64% |
| MACD ODDS (%) | 1 day ago 58% | 1 day ago 55% |
| TrendWeek ODDS (%) | 1 day ago 56% | 1 day ago 64% |
| TrendMonth ODDS (%) | 1 day ago 77% | 1 day ago 59% |
| Advances ODDS (%) | 23 days ago 78% | 8 days ago 60% |
| Declines ODDS (%) | 1 day ago 51% | 1 day ago 58% |
| BollingerBands ODDS (%) | 1 day ago 55% | 1 day ago 55% |
| Aroon ODDS (%) | 1 day ago 72% | 1 day ago 53% |
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