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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
- Different business models: IBKR is a highly automated global electronic brokerage, while RJF is a diversified financial services firm built around advisor-led wealth management.
- Momentum contrast: IBKR has pulled back from recent highs despite strong account growth, whereas RJF has outperformed over recent months on record client assets and earnings.
- Valuation gap: IBKR trades at a meaningfully higher price-to-earnings (P/E) multiple than RJF, reflecting different growth and profitability profiles.
- Growth drivers: IBKR leans on rapid customer-account expansion and interest income; RJF leans on asset growth, advisor recruiting, and an investment-banking recovery.
- Risk profiles differ: IBKR carries higher beta and trading-volume sensitivity, while RJF is more exposed to market appreciation, interest rates, and deal-making activity.
Introduction
Investors weighing financial-sector exposure often compare firms that, at first glance, compete in the same broad industry yet generate returns in very different ways. IBKR (Interactive Brokers Group) and RJF (Raymond James Financial) are a useful pairing precisely because they represent two distinct sides of capital markets: a technology-driven electronic broker versus an advisor-centric diversified financial company. This stock comparison examines their recent relative performance, growth drivers, and market positioning to help traders and long-term investors understand the trade-offs between the two names in the current market environment.
IBKR Overview and Recent Performance
Interactive Brokers Group operates an automated electronic brokerage spanning more than 170 markets, 40 countries, and multiple asset classes, serving individual investors, hedge funds, proprietary traders, and financial advisors. Its business is anchored in high transaction volumes and net interest income from customer margin loans and cash balances.
In recent weeks, IBKR reported quarterly revenue of roughly $1.91 billion, up about 16% year over year, with net interest income rising 19% and commission revenue up 12%. Customer accounts grew approximately 35% year over year to about 5.58 million, while customer equity climbed roughly 27% to around $965 billion. Management also raised the dividend substantially. Despite these strong fundamentals, the stock has cooled from its highs in recent market activity, slipping after a multi-year run that left shares trading at a premium valuation. Analysts broadly maintain favorable ratings, but short-term momentum appears to be consolidating as investors reassess the stock's elevated multiple.
RJF Overview and Recent Performance
Raymond James Financial is a diversified financial services firm operating through four main segments: Private Client Group (wealth management), Capital Markets, Asset Management, and a Bank. Its model centers on a large network of financial advisors and recurring, fee-based client relationships.
In its most recent fiscal quarters, RJF posted record revenues and earnings, driven by record Private Client Group fee-based assets and strong asset-management fees. Client assets under administration surpassed $1.8 trillion, and the firm's return on common equity has remained in the mid-to-high teens, with adjusted return on tangible common equity (a profitability measure excluding intangible assets) in the low-to-mid 20s. Recent strategic acquisitions have expanded its asset-management and capital-markets capabilities, while a rebounding investment-banking pipeline has supported growth. RJF shares have outperformed the broader market over recent months, reflecting resilience in its diversified revenue base even amid interest-rate uncertainty.
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Head-to-Head Comparison
The core contrast between these two names is structural. IBKR's moat lies in automation, low-cost global execution, and a growing base of active traders; its revenue is more sensitive to trading volumes and short-term rates, and its shares carry a higher beta, meaning they tend to move more than the broader market. RJF's moat lies in long-tenured advisor relationships, recurring asset-based fees, and a more diversified earnings mix across wealth management, banking, and capital markets—giving it a steadier, lower-beta profile.
On valuation, IBKR trades at a notably higher P/E and price-to-book multiple, reflecting faster account growth and exceptional pre-tax margins. RJF trades at a more modest forward P/E, reflecting slower but steadier growth and a larger asset base. On recent momentum, RJF has outperformed over the trailing few months, while IBKR has consolidated after a powerful multi-year advance. Risk factors also differ: IBKR faces concentration in trading activity and interest income, whereas RJF faces sensitivity to equity-market appreciation, advisor retention, and the timing of M&A (mergers and acquisitions) activity. Neither business model is inherently superior; the choice reflects a trade-off between higher-growth momentum and steadier, more diversified earnings.
Tickeron AI Verdict
Based on observable factors, Tickeron's AI would likely lean toward RJF in the current environment—not because its growth is faster, but because its trend has been more consistent and less extended. RJF's record client assets, resilient return on equity, and improving investment-banking pipeline suggest steadier relative positioning, while IBKR's premium valuation and recent consolidation introduce more near-term uncertainty despite impressive fundamentals. That said, an AI-driven assessment is probabilistic rather than definitive: if IBKR's momentum stabilizes and its valuation resets, its faster account growth could quickly re-establish it as the favored candidate. The outcome ultimately depends on trend consistency, upcoming catalysts, and how each stock's risk profile aligns with prevailing market conditions.
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 Buy.
IBKR in upward trend: price may ascend as a result of having broken its lower Bollinger Band on October 16, 2026
IBKR may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call options. In 30 of 36 cases where IBKR's price broke its lower Bollinger Band, its price rose further in the following month. The odds of a continued upward trend are 83%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The Stochastic Oscillator suggests the stock price trend may be in a reversal from a downward trend to an upward trend. 38 of 47 cases where IBKR's Stochastic Oscillator exited the oversold zone resulted in an increase in price. Tickeron's analysis proposes that the odds of a continued upward trend are 81%.
Following a +4.89% 3-day Advance, the price is estimated to grow further. Considering data from situations where IBKR advanced for three days, in 252 of 323 cases, the price rose further within the following month. The odds of a continued upward trend are 78%.
Bearish Trend Analysis
The Momentum Indicator moved below the 0 level on October 16, 2026. You may want to consider selling the stock, shorting the stock, or exploring put options on IBKR as a result. In 44 of 83 cases where the Momentum Indicator fell below 0, the stock fell further within the subsequent month. The odds of a continued downward trend are 53%.
The Moving Average Convergence Divergence Histogram (MACD) for IBKR turned negative on October 14, 2026. This could be a sign that the stock is set to turn lower in the coming weeks. Traders may want to sell the stock or buy put options. Tickeron's A.I.dvisor looked at 46 similar instances when the indicator turned negative. In 26 of the 46 cases the stock turned lower in the days that followed. This puts the odds of success at 57%.
IBKR moved below its 50-day moving average on October 07, 2026 date and that indicates a change from an upward trend to a downward trend.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where IBKR declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 56%.
The Aroon Indicator for IBKR entered a downward trend on October 22, 2026. This could indicate a strong downward move is ahead for the stock. Traders may want to consider selling the stock or buying put options.
Fundamental Analysis (Ratings)
The Tickeron Profit vs. Risk Rating rating for this company is 8 (best 1 - 100 worst), indicating low risk on high returns. The average Profit vs. Risk Rating rating for the industry is 87, placing this stock better than average.
The Tickeron PE Growth Rating for this company is 35 (best 1 - 100 worst), pointing to consistent earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The Tickeron SMR rating for this company is 45 (best 1 - 100 worst), indicating strong sales and a profitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron Seasonality Score of 50 (best 1 - 100 worst) indicates that the company is fair valued in the industry. The Tickeron Seasonality score describes the variance of predictable price changes around the same period every calendar year. These changes can be tied to a specific month, quarter, holiday or vacation period, as well as a meteorological or growing season.
The Tickeron Price Growth Rating for this company is 53 (best 1 - 100 worst), indicating steady price growth. IBKR’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron Valuation Rating of 92 (best 1 - 100 worst) indicates that the company is significantly overvalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (6.314) is normal, around the industry mean (3.532). P/E Ratio (32.522) is within average values for comparable stocks, (8.846). Projected Growth (PEG Ratio) (1.406) is also within normal values, averaging (0.809). Dividend Yield (0.004) settles around the average of (7.708) among similar stocks. P/S Ratio (3.498) is also within normal values, averaging (16.763).
RJF's RSI Oscillator climbs out of oversold territory
The RSI Oscillator for RJF moved out of oversold territory on October 20, 2026. This could be a sign that the stock is shifting from a downward trend to an upward trend. Traders may want to buy the stock or call options. The A.I.dvisor looked at 29 similar instances when the indicator left oversold territory. In 24 of the 29 cases the stock moved higher. This puts the odds of a move higher at 83%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The Stochastic Oscillator suggests the stock price trend may be in a reversal from a downward trend to an upward trend. 37 of 55 cases where RJF's Stochastic Oscillator exited the oversold zone resulted in an increase in price. Tickeron's analysis proposes that the odds of a continued upward trend are 67%.
The Momentum Indicator moved above the 0 level on October 22, 2026. You may want to consider a long position or call options on RJF as a result. In 49 of 77 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are 64%.
The Moving Average Convergence Divergence (MACD) for RJF just turned positive on October 06, 2026. Looking at past instances where RJF's MACD turned positive, the stock continued to rise in 25 of 46 cases over the following month. The odds of a continued upward trend are 54%.
Following a +2.53% 3-day Advance, the price is estimated to grow further. Considering data from situations where RJF advanced for three days, in 210 of 354 cases, the price rose further within the following month. The odds of a continued upward trend are 59%.
RJF may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call options.
Bearish Trend Analysis
Following a 3-day decline, the stock is projected to fall further. Considering past instances where RJF declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 59%.
The Aroon Indicator for RJF entered a downward trend on October 22, 2026. This could indicate a strong downward move is ahead for the stock. Traders may want to consider selling the stock or buying put options.
Fundamental Analysis (Ratings)
The Tickeron SMR rating for this company is 9 (best 1 - 100 worst), indicating very strong sales and a profitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron Profit vs. Risk Rating rating for this company is 29 (best 1 - 100 worst), indicating low risk on high returns. The average Profit vs. Risk Rating rating for the industry is 82, placing this stock better than average.
The Tickeron Price Growth Rating for this company is 58 (best 1 - 100 worst), indicating steady price growth. RJF’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron PE Growth Rating for this company is 63 (best 1 - 100 worst), pointing to average earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The Tickeron Seasonality Score of 75 (best 1 - 100 worst) indicates that the company is slightly overvalued in the industry. The Tickeron Seasonality score describes the variance of predictable price changes around the same period every calendar year. These changes can be tied to a specific month, quarter, holiday or vacation period, as well as a meteorological or growing season.
The Tickeron Valuation Rating of 84 (best 1 - 100 worst) indicates that the company is slightly overvalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (2.411) is normal, around the industry mean (2.404). P/E Ratio (13.618) is within average values for comparable stocks, (-3.413). Projected Growth (PEG Ratio) (0.791) is also within normal values, averaging (1.319). Dividend Yield (0.014) settles around the average of (0.272) among similar stocks. P/S Ratio (2.197) is also within normal values, averaging (15.798).
IBKR | RJF | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 13 | 25 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 92 Overvalued | 84 Overvalued | |
PROFIT vs RISK RATING 1..100 | 8 | 29 | |
SMR RATING 1..100 | 45 | 9 | |
PRICE GROWTH RATING 1..100 | 53 | 58 | |
P/E GROWTH RATING 1..100 | 35 | 63 | |
SEASONALITY SCORE 1..100 | 50 | 75 |
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 (84) in the Investment Banks Or Brokers industry is in the same range as IBKR (92). 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 (29). This means that IBKR’s stock grew similarly to RJF’s over the last 12 months.
RJF's SMR Rating (9) in the Investment Banks Or Brokers industry is somewhat better than the same rating for IBKR (45). This means that RJF’s stock grew somewhat faster than IBKR’s over the last 12 months.
IBKR's Price Growth Rating (53) 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's P/E Growth Rating (35) in the Investment Banks Or Brokers industry is in the same range as RJF (63). This means that IBKR’s stock grew similarly to RJF’s over the last 12 months.
| IBKR | RJF | |
|---|---|---|
| RSI ODDS (%) | N/A | 1 day ago 83% |
| Stochastic ODDS (%) | 1 day ago 81% | 1 day ago 67% |
| Momentum ODDS (%) | 1 day ago 53% | 1 day ago 64% |
| MACD ODDS (%) | 1 day ago 57% | 1 day ago 54% |
| TrendWeek ODDS (%) | 1 day ago 59% | 1 day ago 64% |
| TrendMonth ODDS (%) | 1 day ago 62% | 1 day ago 60% |
| Advances ODDS (%) | 2 days ago 78% | 1 day ago 59% |
| Declines ODDS (%) | 4 days ago 56% | 4 days ago 59% |
| BollingerBands ODDS (%) | 1 day ago 83% | 1 day ago 59% |
| Aroon ODDS (%) | 1 day ago 64% | 1 day ago 59% |
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 overvalued. 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 while RJF’s FA Score has 2 green FA rating(s).
- IBKR’s FA Score: 1 green, 4 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 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, 2 bearish.
Price Growth
IBKR (@Investment Banks/Brokers) experienced а -4.36% price change this week, while RJF (@Investment Managers) price change was +1.16% for the same time period.
The average weekly price growth across all stocks in the @Investment Banks/Brokers industry was -5.38%. For the same industry, the average monthly price growth was -17.06%, and the average quarterly price growth was -13.36%.
The average weekly price growth across all stocks in the @Investment Managers industry was -1.39%. For the same industry, the average monthly price growth was -5.37%, and the average quarterly price growth was -0.93%.
Reported Earning Dates
IBKR is expected to report earnings on Jan 19, 2027.
RJF is expected to report earnings on Oct 28, 2026.
Industries' Descriptions
@Investment Banks/Brokers (-5.38% 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 (-1.39% 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.
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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.