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GS or IBKR or MS
Which Stock Would AI Choose? Goldman Sachs (GS) vs. Interactive Brokers (IBKR) vs. Morgan Stanley (MS) Stock Comparison
Key Takeaways
- GS leads on trading and advisory leverage, posting record equities revenue and a 19.8% return on equity (ROE) in its latest quarter, but its shares have pulled back roughly 13% over the past month.
- IBKR has delivered the strongest year-to-date momentum, up roughly 50% in 2026, powered by 31% customer-account growth and a 77% pre-tax margin.
- MS offers the most diversified revenue mix, with wealth and investment management approaching 54% of revenues and client assets crossing the $10 trillion milestone.
- Valuations diverge sharply: GS and MS trade at roughly 13–15 times earnings, while IBKR trades near 35–40 times earnings.
- All three face near-term pressure from a late-quarter "rate shock" and elevated market volatility, but their catalysts and risk profiles differ materially.
Introduction
Investors evaluating the financial-services sector often compare a handful of high-profile names that, despite surface similarities, operate very different businesses. This stock comparison examines GS (The Goldman Sachs Group), IBKR (Interactive Brokers Group), and MS (Morgan Stanley). One is a global investment bank and trading powerhouse, another is an automated electronic brokerage, and the third is a diversified bank-and-wealth-management franchise. Understanding their relative performance and market positioning can help traders weigh momentum against stability, and growth-oriented investors assess how each firm converts client activity into earnings.
GS Overview and Recent Performance
Goldman Sachs (GS) is a leading global investment bank spanning investment banking (IB), markets, and asset and wealth management. In its most recent quarter it reported net revenues of $17.23 billion, diluted earnings per share of $17.55, and an annualized ROE (return on equity) of 19.8%. Record equities revenues rose 27% year over year, while investment-banking fees climbed 48%, aided by an 89% jump in advisory fees tied to completed M&A (mergers and acquisitions) activity. Fixed income, currencies, and commodities (FICC) revenue fell 10%.
Strategically, GS has continued its pivot away from consumer banking, transitioning its Apple Card program to JPMorgan and deepening its focus on durable, fee-based businesses. Assets under supervision reached a record $3.65 trillion. Despite solid fundamentals, the shares have retreated in recent weeks, falling roughly 13% over the past month and about 14% over the trailing 90 days, as a late-quarter rate shock tightened financial conditions and pressured capital-markets valuations.
IBKR Overview and Recent Performance
Interactive Brokers (IBKR) is an automated electronic brokerage serving individuals, hedge funds, proprietary traders, and financial advisors across more than 170 markets in 40 countries. Its latest quarter showed record net revenues of roughly $1.67 billion, up about 20% year over year, with commission revenue up 19% and net interest income (NII, the spread earned on client cash and margin balances) up 17%. Its pre-tax margin of 77% reflects an unusually lean, technology-driven cost structure, with compensation at roughly 10% of net revenues.
Customer accounts grew 31% to 4.75 million, client equity rose 38% to $789.4 billion, and daily average revenue trades (DARTs) increased 24%. The firm has expanded into crypto, AI-powered trading tools, and new international markets, and it carries no long-term debt. Shares have been the standout of the group, up roughly 50% year to date, though the stock pulled back in recent weeks alongside broader capital-markets weakness and now trades at a premium valuation.
MS Overview and Recent Performance
Morgan Stanley (MS) blends institutional securities with a large wealth and investment management platform. Its most recent quarter produced record revenue of $21.3 billion and earnings per share of $3.46, with a return on tangible common equity (ROTCE) of 26.6%. Investment banking revenue jumped 58% year over year, while institutional securities revenue reached a record $11 billion. The firm crossed a strategic milestone of $10 trillion in combined client assets across its wealth and investment management businesses.
Diversification is MS's defining feature: wealth and investment management now account for close to 54% of net revenues, up from about 26% in 2010. The firm raised its dividend 15% to $1.15 per share and authorized a $20 billion buyback after clearing the 2026 stress test. Its common equity tier 1 (CET1) capital ratio stood at 14.8%. Despite strong first-half results, the stock has fallen roughly 12% over the past month amid volatile trading conditions.
Trending AI Robots
Tickeron's Trending AI Robots page curates a focused selection of the platform's AI-powered trading bots, drawn from a broader library of hundreds of automated systems that collectively monitor thousands of tickers. Because each bot follows its own trading style, strategy, timeframe, and performance profile, only those best aligned with current market conditions earn a place in this featured section. Traders can review available statistics, including historical performance ranges and win-rate metrics, to compare how different bots approach momentum, volatility, and trend-following across equities like GS, IBKR, and MS. Explore the Trending AI Robots section to see which strategies are currently leading the platform.
Head-to-Head Comparison
The three companies sit on different points of the risk-and-growth spectrum. GS is the most leveraged to capital-markets cycles, making it sensitive to trading volumes, M&A pipelines, and FICC activity. Its lower valuation (about 13.9 times earnings) and 2% dividend yield reflect a more mature, balance-sheet-intensive model, though its asset- and wealth-management build-out is gradually smoothing earnings.
IBKR is a growth story. Its asset-light platform scales volumes without proportional cost growth, and its account expansion provides a visible revenue runway. However, its premium multiple leaves less room for error, and its net interest income is sensitive to benchmark-rate moves; management estimates a 25-basis-point cut would trim annual NII by roughly $82 million.
MS offers a middle path: meaningful trading and advisory upside balanced by durable wealth-management fees. Its ~15 times earnings multiple and $10 trillion client-asset base give it defensive ballast, but fee compression from the shift toward low-cost passive products and the cyclicality of trading remain watchpoints.
On recent momentum, IBKR has outperformed on a year-to-date basis, while all three have corrected over the past month as tightening financial conditions compressed capital-markets valuations.
Tickeron AI Verdict
Based on observable trend consistency, stability, and relative positioning, Tickeron's AI would likely favor IBKR for its stronger and more consistent upward momentum, robust account-growth catalysts, and asset-light operating leverage. Its elevated valuation and rate sensitivity are counterweights, however, so the signal is probabilistic rather than definitive. MS presents the most balanced risk-reward profile for investors prioritizing diversification and capital returns, while GS offers the clearest leverage to an improving deal-making cycle at a lower multiple. The appropriate weighting among these three depends on an investor's tolerance for volatility and time horizon.
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.
GS in -0.38% downward trend, sliding for three consecutive days on October 13, 2026
Moving lower for three straight days is viewed as a bearish sign. Keep an eye on this stock for future declines. Considering data from situations where GS declined for three days, in 157 of 282 cases, the price declined further within the following month. The odds of a continued downward trend are 56%.
Technical Analysis (Indicators)
Bearish Trend Analysis
The Momentum Indicator moved below the 0 level on September 09, 2026. You may want to consider selling the stock, shorting the stock, or exploring put options on GS as a result. In 40 of 74 cases where the Momentum Indicator fell below 0, the stock fell further within the subsequent month. The odds of a continued downward trend are 54%.
The Aroon Indicator for GS entered a downward trend on October 13, 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.
Bullish Trend Analysis
The RSI Indicator points to a transition from a downward trend to an upward trend -- in cases where GS's RSI Oscillator exited the oversold zone, 20 of 21 resulted in an increase in price. Tickeron's analysis proposes that the odds of a continued upward trend are 90%.
The Stochastic Oscillator suggests the stock price trend may be in a reversal from a downward trend to an upward trend. 40 of 54 cases where GS'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 74%.
The Moving Average Convergence Divergence (MACD) for GS just turned positive on October 12, 2026. Looking at past instances where GS's MACD turned positive, the stock continued to rise in 35 of 47 cases over the following month. The odds of a continued upward trend are 74%.
GS may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call options.
Fundamental Analysis (Ratings)
The Tickeron SMR rating for this company is 4 (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 20 (best 1 - 100 worst), indicating low risk on high returns. The average Profit vs. Risk Rating rating for the industry is 86, placing this stock better than average.
The Tickeron Price Growth Rating for this company is 61 (best 1 - 100 worst), indicating steady price growth. GS’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 64 (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 Valuation Rating of 71 (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 (2.432) is normal, around the industry mean (4.320). P/E Ratio (14.149) is within average values for comparable stocks, (30.932). Projected Growth (PEG Ratio) (1.133) is also within normal values, averaging (0.809). Dividend Yield (0.020) settles around the average of (0.016) among similar stocks. P/S Ratio (4.394) is also within normal values, averaging (16.763).
The Tickeron Seasonality Score of 95 (best 1 - 100 worst) indicates that the company is significantly 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.
IBKR in +1.64% Uptrend, growing for three consecutive days on October 12, 2026
Moving higher for three straight days is viewed as a bullish sign. Keep an eye on this stock for future growth. Considering data from situations where IBKR advanced for three days, in 253 of 324 cases, the price rose further within the following month. The odds of a continued upward trend are 78%.
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. 32 of 46 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 70%.
The Momentum Indicator moved above the 0 level on October 12, 2026. You may want to consider a long position or call options on IBKR as a result. In 64 of 84 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are 76%.
The Moving Average Convergence Divergence (MACD) for IBKR just turned positive on October 12, 2026. Looking at past instances where IBKR's MACD turned positive, the stock continued to rise in 36 of 47 cases over the following month. The odds of a continued upward trend are 77%.
Bearish Trend Analysis
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.
The 10-day moving average for IBKR crossed bearishly below the 50-day moving average on September 14, 2026. This indicates that the trend has shifted lower and could be considered a sell signal. In 8 of 11 past instances when the 10-day crossed below the 50-day, the stock continued to move higher over the following month. The odds of a continued downward trend are 73%.
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 55%.
The Aroon Indicator for IBKR entered a downward trend on October 07, 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 7 (best 1 - 100 worst), indicating low risk on high returns. The average Profit vs. Risk Rating rating for the industry is 86, placing this stock better than average.
The Tickeron PE Growth Rating for this company is 42 (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 Price Growth Rating for this company is 49 (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 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 Valuation Rating of 93 (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 (6.684) is normal, around the industry mean (4.320). P/E Ratio (34.556) is within average values for comparable stocks, (30.932). Projected Growth (PEG Ratio) (1.406) is also within normal values, averaging (0.809). Dividend Yield (0.004) settles around the average of (0.016) among similar stocks. P/S Ratio (3.498) is also within normal values, averaging (16.763).
MS's MACD Histogram crosses above signal line
The Moving Average Convergence Divergence (MACD) for MS turned positive on October 12, 2026. Looking at past instances where MS's MACD turned positive, the stock continued to rise in 35 of 44 cases over the following month. The odds of a continued upward trend are 80%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The RSI Indicator entered the oversold zone -- be on the watch for MS's price rising or consolidating in the future. That's also the time to consider buying the stock or exploring call options.
The Stochastic Oscillator suggests the stock price trend may be in a reversal from a downward trend to an upward trend. 43 of 58 cases where MS'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 74%.
MS 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
The Momentum Indicator moved below the 0 level on September 09, 2026. You may want to consider selling the stock, shorting the stock, or exploring put options on MS as a result. In 40 of 71 cases where the Momentum Indicator fell below 0, the stock fell further within the subsequent month. The odds of a continued downward trend are 56%.
MS moved below its 50-day moving average on September 10, 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 MS 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 60%.
The Aroon Indicator for MS entered a downward trend on October 12, 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 5 (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 15 (best 1 - 100 worst), indicating low risk on high returns. The average Profit vs. Risk Rating rating for the industry is 86, placing this stock better than average.
The Tickeron PE Growth Rating for this company is 56 (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 Price Growth Rating for this company is 59 (best 1 - 100 worst), indicating steady price growth. MS’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 83 (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 (2.854) is normal, around the industry mean (4.320). P/E Ratio (15.641) is within average values for comparable stocks, (30.932). Projected Growth (PEG Ratio) (1.702) is also within normal values, averaging (0.809). Dividend Yield (0.021) settles around the average of (0.016) among similar stocks. P/S Ratio (4.380) is also within normal values, averaging (16.763).
The Tickeron Seasonality Score of 85 (best 1 - 100 worst) indicates that the company is significantly 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.
GS | IBKR | MS | ||
|---|---|---|---|---|
OUTLOOK RATING 1..100 | 62 | 21 | 53 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 71 Overvalued | 93 Overvalued | 83 Overvalued | |
PROFIT vs RISK RATING 1..100 | 20 | 7 | 15 | |
SMR RATING 1..100 | 4 | 45 | 5 | |
PRICE GROWTH RATING 1..100 | 61 | 49 | 59 | |
P/E GROWTH RATING 1..100 | 64 | 42 | 56 | |
SEASONALITY SCORE 1..100 | 90 | 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.
GS's Valuation (71) in the Investment Banks Or Brokers industry is in the same range as MS (83) and is in the same range as IBKR (93). This means that GS's stock grew similarly to MS’s and 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 MS (15) and is in the same range as GS (20). This means that IBKR's stock grew similarly to MS’s and similarly to GS’s over the last 12 months.
GS's SMR Rating (4) in the Investment Banks Or Brokers industry is in the same range as MS (5) and is somewhat better than the same rating for IBKR (45). This means that GS's stock grew similarly to MS’s and somewhat faster than IBKR’s over the last 12 months.
IBKR's Price Growth Rating (49) in the Investment Banks Or Brokers industry is in the same range as MS (59) and is in the same range as GS (61). This means that IBKR's stock grew similarly to MS’s and similarly to GS’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 MS (56) and is in the same range as GS (64). This means that IBKR's stock grew similarly to MS’s and similarly to GS’s over the last 12 months.
| GS | IBKR | MS | |
|---|---|---|---|
| RSI ODDS (%) | 2 days ago 90% | N/A | 2 days ago 63% |
| Stochastic ODDS (%) | 2 days ago 74% | 2 days ago 70% | 2 days ago 74% |
| Momentum ODDS (%) | 6 days ago 54% | 2 days ago 76% | 6 days ago 56% |
| MACD ODDS (%) | 2 days ago 74% | 2 days ago 77% | 2 days ago 80% |
| TrendWeek ODDS (%) | 2 days ago 58% | 2 days ago 59% | 2 days ago 57% |
| TrendMonth ODDS (%) | 2 days ago 59% | 2 days ago 61% | 2 days ago 57% |
| Advances ODDS (%) | N/A | 3 days ago 78% | N/A |
| Declines ODDS (%) | 2 days ago 56% | 7 days ago 55% | 7 days ago 60% |
| BollingerBands ODDS (%) | 2 days ago 74% | N/A | 2 days ago 79% |
| Aroon ODDS (%) | 2 days ago 45% | 2 days ago 62% | 2 days ago 53% |
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).
GS’s FA Score shows that 2 FA rating(s) are green while IBKR’s FA Score has 1 green FA rating(s), and MS’s FA Score reflects 2 green FA rating(s).
- GS’s FA Score: 2 green, 3 red.
- IBKR’s FA Score: 1 green, 4 red.
- MS’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.
GS’s TA Score shows that 4 TA indicator(s) are bullish while IBKR’s TA Score has 4 bullish TA indicator(s), and MS’s TA Score reflects 4 bullish TA indicator(s).
- GS’s TA Score: 4 bullish, 3 bearish.
- IBKR’s TA Score: 4 bullish, 4 bearish.
- MS’s TA Score: 4 bullish, 4 bearish.
Price Growth
GS (@Investment Banks/Brokers) experienced а -0.59% price change this week, while IBKR (@Investment Banks/Brokers) price change was -3.41% , and MS (@Investment Banks/Brokers) price fluctuated -2.29% for the same time period.
The average weekly price growth across all stocks in the @Investment Banks/Brokers industry was -8.53%. For the same industry, the average monthly price growth was -8.84%, and the average quarterly price growth was -15.99%.
Reported Earning Dates
GS is expected to report earnings on Jan 19, 2027.
IBKR is expected to report earnings on Oct 15, 2026.
MS is expected to report earnings on Oct 14, 2026.
Industries' Descriptions
@Investment Banks/Brokers (-8.53% 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.
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