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IBKR vs SF
Which Stock Would AI Choose? Interactive Brokers Group, Inc. (IBKR) vs. Stifel Financial Corp. (SF) Stock Comparison
Key Takeaways
- Interactive Brokers Group, Inc. (IBKR) has delivered substantially stronger year-to-date performance compared with Stifel Financial Corp. (SF), reflecting higher trading volumes and platform expansion.
- IBKR benefits from its global electronic brokerage model and recent cryptocurrency access enhancements, while SF focuses on wealth management and investment banking with steady client asset growth.
- Both companies operate in the capital markets sector but differ in scale, with IBKR holding a significantly larger market capitalization.
- Recent market activity shows IBKR with elevated volatility tied to earnings catalysts, whereas SF maintains more stable but modest returns.
- Analyst sentiment remains positive for both, with upgrades noted for IBKR and maintained buy ratings for SF ahead of upcoming quarterly results.
- Relative positioning favors IBKR in momentum-driven environments due to its technology-driven growth drivers.
Introduction
This comparison examines Interactive Brokers Group, Inc. (IBKR) and Stifel Financial Corp. (SF) to highlight differences in business models, recent performance trends, and market positioning within the capital markets sector. Investors and traders seeking exposure to brokerage services, wealth management, and investment banking may find the analysis relevant for evaluating relative opportunities amid evolving market conditions. The focus remains on verifiable developments and observable metrics rather than forward projections.
IBKR Overview and Recent Performance
Interactive Brokers Group, Inc. (IBKR) operates as an automated electronic broker offering execution, clearance, and custody services across stocks, options, futures, foreign exchange, bonds, and cryptocurrencies. In recent weeks, the stock has shown resilience amid broader market activity, supported by expanded crypto trading features including stablecoin transfers and platform enhancements. Year-to-date returns have significantly outpaced the S&P 500, driven by increased client activity and volatility that typically benefits electronic brokerage volumes. Upcoming earnings scheduled for July 21, 2026, represent a key near-term catalyst, with analysts maintaining an overweight rating and raising price targets.
SF Overview and Recent Performance
Stifel Financial Corp. (SF) provides retail and institutional wealth management, investment banking, and banking services through its Global Wealth Management and Institutional Group segments. Recent operating data indicate continued growth in client assets, with total client assets rising year-over-year through May 2026, aided by market appreciation and advisor recruitment. In recent market activity, the stock has posted more modest gains relative to broader indices, trading in a range influenced by sector sentiment ahead of its Q2 2026 earnings release on July 22, 2026. Analyst coverage remains supportive, with buy ratings intact despite some target adjustments.
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Head-to-Head Comparison
Interactive Brokers Group, Inc. (IBKR) and Stifel Financial Corp. (SF) both serve capital markets participants yet pursue distinct models. IBKR emphasizes low-cost, technology-enabled global trading and prime brokerage, generating revenue primarily from commissions, interest, and fees tied to high transaction volumes. SF derives income from wealth management fees, investment banking (including mergers and acquisitions advisory), and banking spreads. Recent momentum has favored IBKR due to elevated trading activity and digital asset initiatives, contrasting with SF’s steadier but lower-growth trajectory in client assets. Risk factors include regulatory exposure for both, with IBKR facing higher beta to market volatility and SF more sensitive to interest rate and deal-flow environments. Market sentiment reflects stronger relative positioning for IBKR in growth-oriented segments.
Tickeron AI Verdict
Based on observable factors such as trend consistency, recent relative performance, and positioning around earnings catalysts, Tickeron’s AI would currently assign a higher probabilistic preference to Interactive Brokers Group, Inc. (IBKR) over Stifel Financial Corp. (SF). This assessment stems from IBKR’s stronger momentum signals and alignment with technology-driven trading themes, though outcomes remain subject to market variables and quarterly results.
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 SF 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 whileSF’s FA Score has 1 green FA rating(s).
- IBKR’s FA Score: 2 green, 3 red.
- SF’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 2 TA indicator(s) are bullish while SF’s TA Score has 6 bullish TA indicator(s).
- IBKR’s TA Score: 2 bullish, 6 bearish.
- SF’s TA Score: 6 bullish, 4 bearish.
Price Growth
IBKR (@Investment Banks/Brokers) experienced а -2.01% price change this week, while SF (@Investment Banks/Brokers) price change was +3.02% for the same time period.
The average weekly price growth across all stocks in the @Investment Banks/Brokers industry was +11.50%. For the same industry, the average monthly price growth was +2.57%, and the average quarterly price growth was -14.72%.
Reported Earning Dates
IBKR is expected to report earnings on Jul 21, 2026.
SF is expected to report earnings on Jul 29, 2026.
Industries' Descriptions
@Investment Banks/Brokers (+11.50% 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 | SF | IBKR / SF | |
| Capitalization | 40.8B | 11.9B | 343% |
| EBITDA | 9.42B | N/A | - |
| Gain YTD | 42.856 | -6.461 | -663% |
| P/E Ratio | 39.35 | 15.09 | 261% |
| Revenue | 10.6B | 5.69B | 186% |
| Total Cash | 5.09B | N/A | - |
| Total Debt | 12M | 1.52B | 1% |
IBKR | SF | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 68 | 14 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 94 Overvalued | 68 Overvalued | |
PROFIT vs RISK RATING 1..100 | 7 | 49 | |
SMR RATING 1..100 | 45 | 22 | |
PRICE GROWTH RATING 1..100 | 44 | 57 | |
P/E GROWTH RATING 1..100 | 31 | 80 | |
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.
SF's Valuation (68) in the Investment Banks Or Brokers industry is in the same range as IBKR (94). This means that SF’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 SF (49). This means that IBKR’s stock grew somewhat faster than SF’s over the last 12 months.
SF's SMR Rating (22) in the Investment Banks Or Brokers industry is in the same range as IBKR (45). This means that SF’s stock grew similarly to IBKR’s over the last 12 months.
IBKR's Price Growth Rating (44) in the Investment Banks Or Brokers industry is in the same range as SF (57). This means that IBKR’s stock grew similarly to SF’s over the last 12 months.
IBKR's P/E Growth Rating (31) in the Investment Banks Or Brokers industry is somewhat better than the same rating for SF (80). This means that IBKR’s stock grew somewhat faster than SF’s over the last 12 months.
| IBKR | SF | |
|---|---|---|
| RSI ODDS (%) | 1 day ago 62% | 1 day ago 54% |
| Stochastic ODDS (%) | 1 day ago 58% | 1 day ago 61% |
| Momentum ODDS (%) | 1 day ago 51% | 1 day ago 67% |
| MACD ODDS (%) | 1 day ago 59% | 1 day ago 73% |
| TrendWeek ODDS (%) | 1 day ago 57% | 1 day ago 68% |
| TrendMonth ODDS (%) | 1 day ago 60% | 1 day ago 60% |
| Advances ODDS (%) | 7 days ago 79% | 7 days ago 67% |
| Declines ODDS (%) | 5 days ago 51% | 5 days ago 62% |
| BollingerBands ODDS (%) | 1 day ago 64% | 1 day ago 73% |
| Aroon ODDS (%) | 1 day ago 74% | 6 days ago 66% |
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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 67% 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% | +1.27% | ||
| HOOD - IBKR | 67% Closely correlated | -0.68% | ||
| RJF - IBKR | 66% Loosely correlated | -0.02% | ||
| MS - IBKR | 62% Loosely correlated | -2.12% | ||
| NDAQ - IBKR | 55% Loosely correlated | +0.25% | ||
| SF - IBKR | 54% Loosely correlated | +0.40% | ||
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SF and
Correlation & Price change
A.I.dvisor indicates that over the last year, SF has been closely correlated with RJF. These tickers have moved in lockstep 87% of the time. This A.I.-generated data suggests there is a high statistical probability that if SF jumps, then RJF could also see price increases.