Interactive Brokers Group Inc (IBKR)vsMorgan Stanley (MS)
IBKR
Interactive Brokers Group Inc
$76.90
-5.96%
FINANCIAL SERVICES · Cap: $131.02B
MS
Morgan Stanley
$184.30
-2.39%
FINANCIAL SERVICES · Cap: $288.43B
Smart Verdict
WallStSmart Research — data-driven comparison
Morgan Stanley generates 1031% more annual revenue ($79.79B vs $7.06B). MS leads profitability with a 25.6% profit margin vs 16.7%. IBKR appears more attractively valued with a PEG of 1.10. MS earns a higher WallStSmart Score of 72/100 (B).
IBKR
Strong Buy66
out of 100
Grade: B-
MS
Strong Buy72
out of 100
Grade: B
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 77.7%
Conservative balance sheet, low leverage
Large-cap with strong market position
Generating 6.2B in free cash flow
Mega-cap, among the largest globally
Strong operational efficiency at 39.9%
Keeps 26 of every $100 in revenue as profit
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
Moderate valuation
Weak financial health signals
Distress zone — elevated risk
Expensive relative to growth rate
Distress zone — elevated risk
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 16.7% and operating margin at 77.7%. Revenue growth of 13.5% 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 25.6% and operating margin at 39.9%. Revenue growth of 10.8% demonstrates continued momentum.
Bear Case : IBKR
The primary concerns for IBKR are P/E Ratio, Piotroski F-Score, Altman Z-Score.
Bear Case : MS
The primary concerns for MS are PEG Ratio, Altman Z-Score.
Key Dynamics to Monitor
IBKR carries more volatility with a beta of 1.37 — expect wider price swings.
IBKR is growing revenue faster at 13.5% — sustainability is the question.
Monitor CAPITAL MARKETS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
MS scores higher overall (72/100 vs 66/100), backed by strong 25.6% margins and 10.8% revenue growth. 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.
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