IBKR vs MS
IBKR: Automated global broker routing orders and executing trades across 170+ electronic exchanges in 40 countries for retail, institutional, and professional traders. MS: A leading global investment bank and wealth management firm providing capital markets, advisory, and financial services to institutions and high-net-worth clients.
Side-by-side fundamentals
| Metric | IBKR | MS | Edge |
|---|---|---|---|
| Price as of 2026-07-09 close | $95.28 | $222.13 | |
| Market cap as of 2026-07-10 | $161.9B | $351.9B | |
| P/E as of 2026-07-10 | 155.94 | 19.43 | MS lower |
| PEG as of 2026-07-10 | 2.75 | 2.04 | MS lower |
| Net margin as of 2026-07-10 | +9.7% | +14.7% | MS higher |
| Gross margin as of 2026-07-10 | +56.1% | +55.6% | IBKR higher |
| Operating margin as of 2026-07-10 | +46.5% | +18.9% | IBKR higher |
| ROE as of 2026-07-10 | +19.9% | +16.3% | IBKR higher |
| ROA as of 2026-07-10 | +0.5% | +1.3% | MS higher |
| Debt / equity as of 2026-07-10 | 5.73 | 8.41 | IBKR lower |
| Revenue growth (YoY) as of 2026-07-10 | +12.9% | +12.3% | IBKR higher |
| Revenue CAGR (3y) SEC XBRL | +17.5% | +2.1% | IBKR higher |
| Dividend yield as of 2026-07-10 | +0.4% | +1.8% | MS higher |
| Dividend streak (yrs) SEC XBRL | 1 | 5 | MS higher |
| Beta as of 2026-07-10 | 1.36 | 1.22 | |
| 1-year return as of 2026-07-09 close | +64.7% | +56.9% | IBKR higher |
Fundamentals: Finnhub, as of 2026-07-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date; "Edge" cells are a pure numeric comparison, not a recommendation.