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IBKR vs SCHW
Which Stock Would AI Choose? Interactive Brokers Group (IBKR) vs. Charles Schwab (SCHW) Stock Comparison
Key Takeaways
- IBKR has delivered stronger year-to-date (YTD) performance at +20.6% compared to SCHW's +8.8%, reflecting robust momentum in recent market activity.
- Both firms reported record Q1 2026 revenues amid client growth, with SCHW adding 1.3 million new accounts and $140 billion in net new assets.
- IBKR trades at a higher price-to-earnings (P/E) ratio of 33.4 versus SCHW's 18.1, signaling a growth premium for the smaller broker.
- SCHW boasts a larger market capitalization of $159 billion and higher earnings per share (EPS) of $5.03 trailing twelve months (TTM), underscoring its scale.
- Recent expansions in cryptocurrency offerings bolster sentiment for both, though IBKR emphasizes active trading tech.
- Return on equity (ROE) stands at 23.6% for IBKR and 19.1% for SCHW, highlighting efficient capital use in recent quarters.
Introduction
Interactive Brokers Group (IBKR) and Charles Schwab (SCHW) represent leading players in the online brokerage sector, catering to distinct investor segments amid evolving market dynamics. IBKR targets active, tech-savvy traders with low-cost, global execution, while SCHW serves a broader retail and wealth management base. This stock comparison analyzes their recent performance, financial metrics, and positioning, aiding traders seeking momentum plays and long-term investors evaluating financial services exposure in a high-interest-rate environment with rising trading volumes.
IBKR Overview and Recent Performance
Interactive Brokers Group (IBKR) operates as an automated global electronic broker, providing low-margin trading across stocks, options, futures, and cryptocurrencies to professional and institutional clients. In recent weeks, IBKR shares have traded near the upper end of their 52-week range ($41.43–$82.88), closing around $77.49 with elevated volume. Q1 2026 results showed record revenues driven by client account growth and event trading, though slightly missing estimates, prompting a post-earnings dip amid rising expenses. Sentiment remains positive due to AI initiatives, crypto expansions, and a dividend increase, supporting YTD gains of over 20% and a one-year return exceeding 80%. Higher beta (1.26) reflects sensitivity to market volatility, yet return on equity (ROE) of 23.6% underscores operational strength.
SCHW Overview and Recent Performance
Charles Schwab (SCHW), a diversified financial services firm, offers brokerage, banking, and advisory services through a vast retail network. Shares recently closed at $90.83 within a 52-week range of $79.47–$107.50, with solid average volume. Recent market activity featured strong Q1 2026 performance, with 16% year-over-year revenue growth to $6.5 billion, fueled by 1.3 million new brokerage accounts and $140 billion in net new assets. Crypto access for 38 million users and quarterly dividends bolstered confidence, despite some analyst target adjustments. YTD return of about 9% trails broader gains but aligns with steady client engagement and lower beta (0.90) for stability.
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Head-to-Head Comparison
IBKR and SCHW both thrive on trading volumes and client assets but differ in scale and focus. IBKR’s tech-centric model drives higher growth (16.8% quarterly revenue) for active traders, contrasting SCHW’s diversified wealth management with larger assets under management. Recent momentum favors IBKR’s superior YTD returns, while SCHW offers lower valuation (forward P/E 15.5 vs. 31.1) and debt/equity (67% vs. 151%). Risk profiles diverge with IBKR’s volatility exposure versus SCHW’s stability; sector tailwinds like crypto equally support sentiment, though trade-offs hinge on growth versus size.
Tickeron AI Verdict
Tickeron’s AI models currently lean toward IBKR due to its consistent trend strength, superior relative YTD performance, and catalysts like client expansion and crypto integration. While SCHW provides scale and stability, IBKR’s positioning suggests higher probability of near-term outperformance in volatile markets, based on momentum and efficiency metrics.
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. Disclaimers and Limitations
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 SCHW 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 2 FA rating(s) are green whileSCHW’s FA Score has 1 green FA rating(s).
- IBKR’s FA Score: 2 green, 3 red.
- SCHW’s FA Score: 1 green, 4 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 SCHW’s TA Score has 5 bullish TA indicator(s).
- IBKR’s TA Score: 4 bullish, 4 bearish.
- SCHW’s TA Score: 5 bullish, 4 bearish.
Price Growth
IBKR (@Investment Banks/Brokers) experienced а +4.38% price change this week, while SCHW (@Investment Banks/Brokers) price change was +1.19% 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%.
Reported Earning Dates
IBKR is expected to report earnings on Jul 21, 2026.
SCHW is expected to report earnings on Jul 21, 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.
| IBKR | SCHW | IBKR / SCHW | |
| Capitalization | 43.1B | 160B | 27% |
| EBITDA | 9.42B | N/A | - |
| Gain YTD | 50.865 | -7.244 | -702% |
| P/E Ratio | 41.55 | 18.30 | 227% |
| Revenue | 10.6B | 24.8B | 43% |
| Total Cash | 5.09B | N/A | - |
| Total Debt | 12M | 33.1B | 0% |
IBKR | SCHW | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 38 | 13 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 94 Overvalued | 80 Overvalued | |
PROFIT vs RISK RATING 1..100 | 7 | 68 | |
SMR RATING 1..100 | 45 | 7 | |
PRICE GROWTH RATING 1..100 | 38 | 58 | |
P/E GROWTH RATING 1..100 | 20 | 81 | |
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.
SCHW's Valuation (80) in the Investment Banks Or Brokers industry is in the same range as IBKR (94). This means that SCHW’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 somewhat better than the same rating for SCHW (68). This means that IBKR’s stock grew somewhat faster than SCHW’s over the last 12 months.
SCHW's SMR Rating (7) in the Investment Banks Or Brokers industry is somewhat better than the same rating for IBKR (45). This means that SCHW’s stock grew somewhat faster than 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 SCHW (58). This means that IBKR’s stock grew similarly to SCHW’s over the last 12 months.
IBKR's P/E Growth Rating (20) in the Investment Banks Or Brokers industry is somewhat better than the same rating for SCHW (81). This means that IBKR’s stock grew somewhat faster than SCHW’s over the last 12 months.
| IBKR | SCHW | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 62% | 2 days ago 44% |
| Stochastic ODDS (%) | 2 days ago 53% | 2 days ago 52% |
| Momentum ODDS (%) | 2 days ago 81% | 2 days ago 59% |
| MACD ODDS (%) | 2 days ago 71% | 2 days ago 67% |
| TrendWeek ODDS (%) | 2 days ago 76% | 2 days ago 60% |
| TrendMonth ODDS (%) | 2 days ago 77% | 2 days ago 60% |
| Advances ODDS (%) | 2 days ago 78% | 7 days ago 56% |
| Declines ODDS (%) | 14 days ago 52% | 21 days ago 60% |
| BollingerBands ODDS (%) | 2 days ago 57% | 2 days ago 55% |
| Aroon ODDS (%) | 2 days ago 72% | N/A |
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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% | ||
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SCHW and
Correlation & Price change
A.I.dvisor indicates that over the last year, SCHW has been closely correlated with RJF. These tickers have moved in lockstep 72% of the time. This A.I.-generated data suggests there is a high statistical probability that if SCHW jumps, then RJF could also see price increases.
| Ticker / NAME | Correlation To SCHW | 1D Price Change % | ||
|---|---|---|---|---|
| SCHW | 100% | +0.36% | ||
| RJF - SCHW | 72% Closely correlated | +0.51% | ||
| LPLA - SCHW | 68% Closely correlated | +1.25% | ||
| NDAQ - SCHW | 62% Loosely correlated | +0.45% | ||
| MORN - SCHW | 57% Loosely correlated | -0.18% | ||
| SPGI - SCHW | 56% Loosely correlated | -0.86% | ||
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