Interactive Brokers Group Inc (IBKR)vsMorgan Stanley (MS)
IBKR
Interactive Brokers Group Inc
$87.99
-2.75%
FINANCIAL SERVICES · Cap: $158.60B
MS
Morgan Stanley
$210.42
+0.72%
FINANCIAL SERVICES · Cap: $343.48B
Smart Verdict
WallStSmart Research — data-driven comparison
Morgan Stanley generates 1033% more annual revenue ($77.83B vs $6.87B). MS leads profitability with a 25.9% profit margin vs 16.4%. MS appears more attractively valued with a PEG of 2.10. MS earns a higher WallStSmart Score of 73/100 (B).
IBKR
Strong Buy68
out of 100
Grade: B-
MS
Strong Buy73
out of 100
Grade: B
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 76.8%
Large-cap with strong market position
Revenue surging 23.7% year-over-year
Earnings expanding 36.9% YoY
Generating 3.6B in free cash flow
Mega-cap, among the largest globally
Strong operational efficiency at 41.6%
Earnings expanding 62.4% YoY
Keeps 26 of every $100 in revenue as profit
Attractively priced relative to earnings
Revenue surging 28.0% year-over-year
Areas to Watch
Premium valuation, high expectations priced in
Weak financial health signals
Expensive relative to growth rate
Distress zone — elevated risk
Expensive relative to growth rate
Negative free cash flow — burning cash
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : IBKR
The strongest argument for IBKR centers on Operating Margin, Market Cap, Revenue Growth. Profitability is solid with margins at 16.4% and operating margin at 76.8%. Revenue growth of 23.7% demonstrates continued momentum.
Bull Case : MS
The strongest argument for MS centers on Market Cap, Operating Margin, EPS Growth. Profitability is solid with margins at 25.9% and operating margin at 41.6%. Revenue growth of 28.0% demonstrates continued momentum.
Bear Case : IBKR
The primary concerns for IBKR are P/E Ratio, Piotroski F-Score, PEG Ratio. Debt-to-equity of 7.69 is elevated, increasing financial risk.
Bear Case : MS
The primary concerns for MS are PEG Ratio, Free Cash Flow, Altman Z-Score.
Key Dynamics to Monitor
IBKR carries more volatility with a beta of 1.33 — expect wider price swings.
MS is growing revenue faster at 28.0% — sustainability is the question.
IBKR generates stronger free cash flow (3.6B), providing more financial flexibility.
Monitor CAPITAL MARKETS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
MS scores higher overall (73/100 vs 68/100), backed by strong 25.9% margins and 28.0% 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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