MS vs IBKR Comparison: AI Score, Valuation, Performance and Upside
Compare Morgan Stanley's wealth management and investment banking scale against Interactive Brokers' highly automated, capital-efficient brokerage model.
Use this Morgan Stanley vs Interactive Brokers comparison to evaluate the key differences across valuation, growth, profitability, and risk before making an investment decision.
IBKR holds the edge across 4 of 5 key metrics in this comparison. IBKR has delivered stronger 1-year price return (+24.03% vs +17.23%), though MS has the better forward P/E setup (15.75x vs 27.98x for IBKR). On fundamentals, MS is growing revenue faster (28.00%), while IBKR maintains the higher operating margin (76.53%) — a classic growth-versus-profitability split. Analyst consensus implies meaningfully more upside for IBKR (+18.82%) than for MS (+10.17%).
Human Wall Street analysts' price targets, typically implying a ~12-month view — a separate signal from this site's own AI Prediction Signal further down the page, which is a 5-/30-day machine-learning forecast based on price history alone.
| Metric | MS | IBKR |
|---|---|---|
| AI scorei | 63.4 | 65.5 |
| AI ranki | #86 | #66 |
| Latest closei | $182.10 | $86.03 |
| 1M returni | -11.72% | -3.12% |
| 3M returni | -16.61% | -6.70% |
| 6M returni | -2.79% | +8.38% |
| 1Y returni | +17.23% | +24.03% |
How much would $10,000 be worth today if invested at the start of each period, with all dividends reinvested?
| Period | MS | IBKR |
|---|---|---|
| 1Y ago | $11.2K (+12.0%) started 2025-10-15 | $12.33K (+23.3%) started 2025-10-15 |
| 5Y ago | $23.45K (+134.5%) started 2021-10-18 | $48.41K (+384.1%) started 2021-10-15 |
| 10Y ago | $97.85K (+878.5%) started 2016-10-17 | $97.73K (+877.3%) started 2016-10-17 |
Hypothetical — past performance does not guarantee future results.
| Metric | MS | IBKR |
|---|---|---|
| Market capi | $337.31B | $151.62B |
| Trailing P/Ei | 17.36 | 35.31 |
| Forward P/Ei | 15.75 | 27.98 |
| Price/Salesi | 3.31 | N/A |
| EV/Revenuei | 2.78 | -4.06 |
| Analyst targeti | $236.62 | $105.74 |
| Target upsidei | +10.17% | +18.82% |
| Metric | MS | IBKR |
|---|---|---|
| Revenue growthi | 28.00% | 26.30% |
| Earnings growthi | 62.40% | 35.30% |
| EPS growthi | +62.40% | +35.30% |
| FCF margini | N/A | N/A |
| Operating margini | 41.57% | 76.53% |
| Profit margini | 25.90% | 16.47% |
| ROIC proxyi | 17.97% | 24.02% |
| Return on equityi | 17.97% | 24.02% |
| Dividend yieldi | 2.14% | 0.39% |
| Payout ratioi | 32.31% | 13.00% |
| Dividend growth streaki | No increase yet | N/A |
| Betai | 1.21 | 1.34 |
| Debt/equityi | 517.28 | 205.75 |
| Current ratioi | 2.00 | 1.09 |
| Quick ratioi | 1.60 | 1.09 |
Over the past year, MS and IBKR have moved moderately in the same direction (correlation of 0.68), based on daily returns.
Lower drawdown and smaller single-period drops generally indicate a smoother ride, though they do not guarantee lower future risk.
| Period | Metric | MS | IBKR |
|---|---|---|---|
| 1Y | Growthi | +11.96% | +23.31% |
| CAGRi | +11.98% | +23.34% | |
| Volatilityi | 28.02% | 39.29% | |
| Sharpe ratioi | 0.38 | 0.62 | |
| Sortino ratioi | 0.54 | 0.93 | |
| Max drawdowni | 20.58% | 18.78% | |
| Current drawdowni | 20.32% | 12.38% | |
| Avg drawdowni | 5.73% | 6.60% | |
| Ulcer Indexi | 7.99% | 8.10% | |
| Max daily dropi | 6.19% | 7.79% | |
| Max wkly dropi | 8.42% | 11.20% | |
| 5Y | Growthi | +104.47% | +384.06% |
| CAGRi | +15.41% | +37.09% | |
| Volatilityi | 28.82% | 35.37% | |
| Sharpe ratioi | 0.49 | 0.95 | |
| Sortino ratioi | 0.70 | 1.40 | |
| Max drawdowni | 32.38% | 38.74% | |
| Current drawdowni | 20.32% | 12.38% | |
| Avg drawdowni | 10.79% | 9.17% | |
| Ulcer Indexi | 13.71% | 12.69% | |
| Max daily dropi | 9.51% | 13.01% | |
| Max wkly dropi | 13.51% | 17.05% | |
| 10Y | Growthi | +636.99% | +877.34% |
| CAGRi | +22.12% | +25.62% | |
| Volatilityi | 31.42% | 33.78% | |
| Sharpe ratioi | 0.65 | 0.71 | |
| Sortino ratioi | 0.96 | 1.04 | |
| Max drawdowni | 51.33% | 55.73% | |
| Current drawdowni | 20.32% | 12.38% | |
| Avg drawdowni | 11.13% | 15.61% | |
| Ulcer Indexi | 14.66% | 21.08% | |
| Max daily dropi | 15.60% | 13.01% | |
| Max wkly dropi | 26.49% | 19.03% |
| Category | MS | IBKR |
|---|---|---|
| Company | MS | IBKR |
| Sector | Financial Services | Financial Services |
| Industry | Capital Markets | Capital Markets |
| Core business | Morgan Stanley, a financial holding company, provides various financial products and services to corporations, governments, financial institutions, and individuals in the Americas, Asia, Europe, the Middle East, and Afr… | Interactive Brokers Group, Inc. operates as an automated electronic broker in the United States and internationally. |
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AI score, forward P/E, analyst target upside, operating margin, and revenue growth are scored head-to-head, with a running tally of which ticker leads on how many metrics.
Volatility, Sharpe and Sortino ratios, maximum, current, and average drawdown, Ulcer Index, and worst single-day and single-week drops across every timeframe.
Pairwise daily-return correlation for every combination, so you can see whether two holdings actually diversify each other or just move together.
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