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IBKR vs RJF
Which Stock Would AI Choose? Interactive Brokers (IBKR) vs. Raymond James Financial (RJF) Stock Comparison
Key Takeaways
- IBKR has delivered stronger year-to-date and one-year price performance compared with RJF, reflecting robust account growth and operational efficiency at the global electronic broker.
- RJF reported record fiscal third-quarter 2026 net revenues of $3.93 billion and diluted EPS of $3.01, supported by growth in client assets under administration and fee-based accounts.
- IBKR maintains high pretax margins near 77 percent and benefits from international expansion and interest income on client balances amid recent Federal Reserve policy shifts.
- RJF focuses on wealth management and private client services with steady net new asset inflows, though its stock experienced a recent multi-day decline amid broader market rotation.
- Business models differ markedly: IBKR emphasizes low-cost, automated global trading across multiple asset classes, while RJF centers on advisor-led wealth management and capital markets activities.
- Market sentiment favors IBKR for momentum and scalability, whereas RJF offers relative valuation appeal and consistent capital returns through dividends and buybacks.
Introduction
Interactive Brokers Group, Inc. (IBKR) and Raymond James Financial, Inc. (RJF) represent two distinct approaches within the capital markets sector. IBKR operates as a technology-driven, multi-asset electronic brokerage serving active retail and institutional clients globally. RJF functions primarily as a diversified financial services firm with a strong emphasis on wealth management, private client advisory, and capital markets activities. Investors and traders seeking to understand relative performance, business model resilience, and positioning in the current interest-rate and market-volatility environment may find this comparison useful for evaluating exposure within the brokerage and wealth-management space.
IBKR Overview and Recent Performance
Interactive Brokers provides automated trading services across equities, options, futures, currencies, bonds, and funds on more than 170 exchanges worldwide. The firm has reported consistent account growth, with customer accounts exceeding 5.4 million by late summer 2026. Recent market activity shows the stock trading near $90.69 as of September 18, 2026, following intraday gains amid broader interest in rate-sensitive financial names. Sentiment has been supported by high operational margins, expansion initiatives such as new programs in Japan, and integration features that enhance platform utility. Over recent weeks, price action has reflected both volatility tied to macroeconomic data and underlying strength from net interest income and commission revenue trends.
RJF Overview and Recent Performance
Raymond James Financial delivers wealth management, investment banking, and asset management services through its private client group and institutional channels. The company reported record fiscal third-quarter 2026 results with net revenues of $3.93 billion, up 16 percent year over year, and diluted earnings per share of $3.01. Client assets under administration reached $1.92 trillion, reflecting steady net new asset inflows. In recent market activity, shares traded near the $164–165 range but faced pressure during a nine-day losing streak that erased approximately 9.6 percent of value by mid-September. Sentiment has been influenced by solid earnings execution offset by short-term rotation out of financials and sector-specific trading dynamics.
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Head-to-Head Comparison
IBKR and RJF differ in scale and focus. IBKR leverages a scalable, low-cost technology platform with global reach and high pretax margins, driving stronger recent price momentum and account expansion. RJF emphasizes relationship-based wealth management, delivering record client-asset growth and diversified revenue from fees, banking, and capital markets, though its stock has shown more muted year-to-date returns. Risk factors include interest-rate sensitivity for both, with IBKR exposed to trading volumes and RJF to advisory-asset retention. Sector exposure overlaps in financial services, yet market sentiment has recently favored IBKR’s growth narrative over RJF’s steadier but slower-moving profile. Trade-offs center on valuation multiples, with RJF appearing more modestly priced relative to earnings, versus IBKR’s premium tied to efficiency and expansion potential.
Tickeron AI Verdict
Based on observable factors such as trend consistency, earnings momentum, and relative positioning in recent market activity, Tickeron’s AI models would currently assign a higher probabilistic preference to IBKR. The stock’s stronger price trajectory, elevated margins, and account-growth catalysts align with patterns the models have historically associated with sustained outperformance in similar environments. RJF remains competitive on fundamentals and capital-return metrics but shows comparatively softer near-term momentum. This assessment reflects data-driven probabilities rather than certainty and should not be interpreted as investment advice.
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 Hold.
IBKR | RJF | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 72 | 69 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 93 Overvalued | 70 Overvalued | |
PROFIT vs RISK RATING 1..100 | 7 | 30 | |
SMR RATING 1..100 | 45 | 9 | |
PRICE GROWTH RATING 1..100 | 50 | 57 | |
P/E GROWTH RATING 1..100 | 42 | 62 | |
SEASONALITY SCORE 1..100 | 50 | 85 |
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 (70) in the Investment Banks Or Brokers industry is in the same range as IBKR (93). 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 (30). 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 (50) in the Investment Banks Or Brokers industry is in the same range as RJF (57). This means that IBKR’s stock grew similarly to RJF’s over the last 12 months.
IBKR's P/E Growth Rating (42) in the Investment Banks Or Brokers industry is in the same range as RJF (62). This means that IBKR’s stock grew similarly to RJF’s over the last 12 months.
| IBKR | RJF | |
|---|---|---|
| RSI ODDS (%) | N/A | 2 days ago 90% |
| Stochastic ODDS (%) | 2 days ago 78% | 2 days ago 65% |
| Momentum ODDS (%) | 2 days ago 52% | 2 days ago 57% |
| MACD ODDS (%) | 2 days ago 67% | N/A |
| TrendWeek ODDS (%) | 2 days ago 58% | 2 days ago 64% |
| TrendMonth ODDS (%) | 2 days ago 61% | 2 days ago 60% |
| Advances ODDS (%) | 12 days ago 79% | 5 days ago 59% |
| Declines ODDS (%) | 3 days ago 55% | 3 days ago 57% |
| BollingerBands ODDS (%) | N/A | 2 days ago 82% |
| Aroon ODDS (%) | 2 days ago 62% | 2 days ago 61% |
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 2 TA indicator(s) are bullish while RJF’s TA Score has 4 bullish TA indicator(s).
- IBKR’s TA Score: 2 bullish, 6 bearish.
- RJF’s TA Score: 4 bullish, 5 bearish.
Price Growth
IBKR (@Investment Banks/Brokers) experienced а -1.05% price change this week, while RJF (@Investment Managers) price change was -0.70% for the same time period.
The average weekly price growth across all stocks in the @Investment Banks/Brokers industry was -4.83%. For the same industry, the average monthly price growth was -1.27%, and the average quarterly price growth was +9.74%.
The average weekly price growth across all stocks in the @Investment Managers industry was +1.16%. For the same industry, the average monthly price growth was +5.59%, and the average quarterly price growth was +11.77%.
Reported Earning Dates
IBKR is expected to report earnings on Oct 15, 2026.
RJF is expected to report earnings on Oct 28, 2026.
Industries' Descriptions
@Investment Banks/Brokers (-4.83% 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 (+1.16% 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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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% | +0.46% | ||
| HOOD - IBKR | 68% Closely correlated | -1.20% | ||
| RJF - IBKR | 66% Loosely correlated | +1.10% | ||
| MS - IBKR | 65% Loosely correlated | -0.04% | ||
| GS - IBKR | 65% Loosely correlated | -0.41% | ||
| GLXY - IBKR | 59% Loosely correlated | +1.23% | ||
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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.