Interactive Brokers Group Inc (IBKR)vsMorgan Stanley (MS)
IBKR
Interactive Brokers Group Inc
$67.69
-1.11%
FINANCIAL SERVICES · Cap: $115.09B
MS
Morgan Stanley
$158.93
-0.24%
FINANCIAL SERVICES · Cap: $250.61B
Smart Verdict
WallStSmart Research — data-driven comparison
Morgan Stanley generates 1032% more annual revenue ($70.30B vs $6.21B). MS leads profitability with a 24.0% profit margin vs 15.9%. MS appears more attractively valued with a PEG of 1.78. MS earns a higher WallStSmart Score of 76/100 (B+).
IBKR
Strong Buy66
out of 100
Grade: B-
MS
Strong Buy76
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+26.5%
Fair Value
$103.90
Current Price
$67.69
$36.21 discount
Margin of Safety
+61.6%
Fair Value
$413.17
Current Price
$158.93
$254.24 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 78.8%
Conservative balance sheet, low leverage
Large-cap with strong market position
Every $100 of equity generates 24 in profit
15.2% revenue growth
Earnings expanding 30.3% YoY
Mega-cap, among the largest globally
Strong operational efficiency at 38.6%
Keeps 24 of every $100 in revenue as profit
Attractively priced relative to earnings
Reasonable price relative to book value
Earnings expanding 20.7% YoY
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
Weak financial health signals
Expensive relative to growth rate
Weak financial health signals
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : IBKR
The strongest argument for IBKR centers on Operating Margin, Debt/Equity, Market Cap. Profitability is solid with margins at 15.9% and operating margin at 78.8%. Revenue growth of 15.2% demonstrates continued momentum.
Bull Case : MS
The strongest argument for MS centers on Market Cap, Operating Margin, Profit Margin. Profitability is solid with margins at 24.0% and operating margin at 38.6%. Revenue growth of 11.0% demonstrates continued momentum.
Bear Case : IBKR
The primary concerns for IBKR are PEG Ratio, P/E Ratio, Piotroski F-Score.
Bear Case : MS
The primary concerns for MS are PEG Ratio, Piotroski F-Score, Free Cash Flow.
Key Dynamics to Monitor
IBKR profiles as a growth stock while MS is a mature play — different risk/reward profiles.
IBKR carries more volatility with a beta of 1.25 — expect wider price swings.
IBKR is growing revenue faster at 15.2% — sustainability is the question.
IBKR generates stronger free cash flow (1.6B), providing more financial flexibility.
Bottom Line
MS scores higher overall (76/100 vs 66/100), backed by strong 24.0% margins and 11.0% revenue growth. IBKR offers better value entry with a 26.5% margin of safety. Both earn "Strong Buy" and "Strong Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Interactive Brokers Group Inc
FINANCIAL SERVICES · CAPITAL MARKETS · USA
Interactive Brokers Group, Inc. is a global automated electronic broker. The company is headquartered in Greenwich, Connecticut.
Morgan Stanley
FINANCIAL SERVICES · CAPITAL MARKETS · USA
Morgan Stanley is an American multinational investment bank and financial services company headquartered at 1585 Broadway in the Morgan Stanley Building, Midtown Manhattan, New York City.
Compare with Other CAPITAL MARKETS Stocks
Want to dig deeper into these stocks?