IBKR vs. MS: Interactive Brokers vs. Morgan Stanley Stock Comparison
How do Interactive Brokers (IBKR) and Morgan Stanley (MS) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.
Company Profile
Interactive Brokers (IBKR) and Morgan Stanley (MS) are both classified in the Investment Banking & Brokerage sub-industry within the broader Capital Markets industry, placing them in the closest GICS peer bucket.
| Profile Item | IBKR | MS |
|---|---|---|
| Name | Interactive Brokers Group, Inc. Class A Common Stock | Morgan Stanley Common Stock |
| Country/Region | United States | United States |
| GICS Sector | Financials | Financials |
| GICS Industry Group | Financial Services | Financial Services |
| GICS Industry | Capital Markets | Capital Markets |
| GICS Sub-Industry | Investment Banking & Brokerage | Investment Banking & Brokerage |
| Market Capitalization | 129.19 billion USD | 283.60 billion USD |
| Currency | USD | USD |
| Exchange | Nasdaq | NYSE |
| Listing Date | May 4, 2007 | February 23, 1993 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | IBKR | MS |
|---|---|---|
| Total Return (1Y) | 11.53% | 19.44% |
| Total Return (3Y, Annualized) | 57.15% | 40.69% |
| Total Return (5Y, Annualized) | 34.54% | 17.38% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | IBKR | MS |
|---|---|---|
| Volatility (1Y, Annualized) | 40.72% | 29.73% |
| Beta (5Y) | 1.37 | 1.21 |
| Max Drawdown (5Y) | -38.66% | -32.38% |
| Avg. Volume (3M) | 4.24M | 5.37M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | IBKR | MS |
|---|---|---|
| Sharpe Ratio (1Y) | 0.18 | 0.51 |
| Sortino Ratio (1Y) | 0.26 | 0.73 |
Profitability
ROE (TTM)
Interactive Brokers (IBKR) at 23.67% sits in the top ROE quartile, while Morgan Stanley (MS) at 18.04% is closer to the peer norm — stronger capital efficiency for IBKR.
IBKR
Financial Services industry group
23.67%
- Max
- 44.78%
- IBKR
- 23.67%
- Q3
- 21.85%
- Median
- 12.91%
- Q1
- 4.48%
- Min
- -18.71%
MS
Financial Services industry group
18.04%
- Max
- 44.78%
- Q3
- 21.85%
- MS
- 18.04%
- Median
- 12.91%
- Q1
- 4.48%
- Min
- -18.71%
Net Margin (TTM)
Both Interactive Brokers (IBKR) at 16.68% and Morgan Stanley (MS) at 25.63% keep about the typical share of revenue as profit for their industries — neither bottom line stands out from peers.
IBKR
Financial Services industry group
16.68%
- Max
- 62.84%
- Q3
- 28.05%
- IBKR
- 16.68%
- Median
- 15.36%
- Q1
- 4.82%
- Min
- -28.52%
MS
Financial Services industry group
25.63%
- Max
- 62.84%
- Q3
- 28.05%
- MS
- 25.63%
- Median
- 15.36%
- Q1
- 4.82%
- Min
- -28.52%
Operating Margin (TTM)
Interactive Brokers (IBKR) at 77.70% operates in the top operating margin quartile, ahead of Morgan Stanley (MS) at 39.00%, which runs around its industry’s norm.
IBKR
Financial Services industry group
77.70%
- Max
- 107.33%
- IBKR
- 77.70%
- Q3
- 55.90%
- Median
- 30.09%
- Q1
- 14.60%
- Min
- -44.34%
MS
Financial Services industry group
39.00%
- Max
- 107.33%
- Q3
- 55.90%
- MS
- 39.00%
- Median
- 30.09%
- Q1
- 14.60%
- Min
- -44.34%
Profitability Metrics
| Metric | IBKR | MS |
|---|---|---|
| ROE (TTM) | 23.67% | 18.04% |
| ROA (TTM) | 2.28% | 1.35% |
| Net Margin (TTM) | 16.68% | 25.63% |
| Operating Margin (TTM) | 77.70% | 39.00% |
| Gross Margin (TTM) | -- | -- |
Growth
Revenue Growth
Both Interactive Brokers (IBKR) at 9.73% and Morgan Stanley (MS) at 14.48% land near their industries' usual revenue growth ranges, so top-line momentum looks broadly in line with peers on both sides.
EPS Growth
Both Interactive Brokers (IBKR) at 28.14% and Morgan Stanley (MS) at 28.43% land near their industries' usual EPS growth ranges, so bottom-line momentum looks broadly in line with peers on both sides.
Growth Metrics
| Metric | IBKR | MS |
|---|---|---|
| Revenue Growth (YoY) | 9.73% | 14.48% |
| Revenue Growth (3Y CAGR) | 34.60% | 9.52% |
| EPS Growth (YoY) | 28.14% | 28.43% |
| EPS Growth (3Y CAGR) | 33.29% | 18.41% |
Financial Strength
Current Ratio (MRQ)
current ratio doesn’t apply on either side: Interactive Brokers (IBKR) in Financial Services and Morgan Stanley (MS) in Financial Services both report balance sheets without a current/non-current split, so their short-term liquidity is better judged through regulatory and funding measures.
Debt / Equity (MRQ)
debt-to-equity ratio is set aside for both: Interactive Brokers (IBKR) in Financial Services and Morgan Stanley (MS) in Financial Services run businesses where balance-sheet leverage is part of the model, so capital-adequacy and funding measures are the better gauges of balance-sheet risk.
Financial Strength Metrics
| Metric | IBKR | MS |
|---|---|---|
| Current Ratio (MRQ) | -- | -- |
| Debt / Equity (MRQ) | -- | -- |
| Net Debt / EBITDA | -- | -- |
Dividends
Dividend Yield (TTM)
Both Interactive Brokers (IBKR) at 0.46% and Morgan Stanley (MS) at 2.40% pay solid, industry-typical yields, sitting squarely within their peers’ usual range.
IBKR
Financial Services industry group
0.46%
- Max
- 9.77%
- Q3
- 3.92%
- Median
- 1.09%
- IBKR
- 0.46%
- Q1
- 0.00%
- Min
- 0.00%
MS
Financial Services industry group
2.40%
- Max
- 9.77%
- Q3
- 3.92%
- MS
- 2.40%
- Median
- 1.09%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Both Interactive Brokers (IBKR) at 12.79% and Morgan Stanley (MS) at 32.91% keep payout ratio within their industries’ typical mid-ranges — dividend policies that share earnings without consuming too much of them.
IBKR
Financial Services industry group
12.79%
- Max
- 241.07%
- Q3
- 97.36%
- Median
- 25.77%
- IBKR
- 12.79%
- Q1
- 0.00%
- Min
- 0.00%
MS
Financial Services industry group
32.91%
- Max
- 241.07%
- Q3
- 97.36%
- MS
- 32.91%
- Median
- 25.77%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | IBKR | MS |
|---|---|---|
| Dividend Yield (TTM) | 0.46% | 2.40% |
| Dividend Payout Ratio (TTM) | 12.79% | 32.91% |
Valuation
P/E Ratio (TTM)
Morgan Stanley (MS) at 14.39 is near its industry’s usual P/E ratio, while Interactive Brokers (IBKR) at 28.94 sits in the richer quartile — IBKR needs stronger growth or earnings quality to justify the premium.
IBKR
Financial Services industry group
28.94
- Max
- 45.85
- IBKR
- 28.94
- Q3
- 24.64
- Median
- 15.37
- Q1
- 9.68
- Min
- 0.16
MS
Financial Services industry group
14.39
- Max
- 45.85
- Q3
- 24.64
- Median
- 15.37
- MS
- 14.39
- Q1
- 9.68
- Min
- 0.16
P/S Ratio (TTM)
Morgan Stanley (MS) at 3.55 prices around its industry’s typical P/S ratio, while Interactive Brokers (IBKR) at 18.30 clears its benchmark range — IBKR looks notably rich on sales.
IBKR
Financial Services industry group
18.30
- IBKR
- 18.30
- Max
- 9.23
- Q3
- 4.57
- Median
- 2.72
- Q1
- 1.28
- Min
- -0.55
MS
Financial Services industry group
3.55
- Max
- 9.23
- Q3
- 4.57
- MS
- 3.55
- Median
- 2.72
- Q1
- 1.28
- Min
- -0.55
P/B Ratio (MRQ)
Morgan Stanley (MS) at 2.65 is valued about in line with its industry on P/B ratio, while Interactive Brokers (IBKR) at 5.53 carries an above-peer premium to book — IBKR is pricier on assets.
IBKR
Financial Services industry group
5.53
- Max
- 7.79
- IBKR
- 5.53
- Q3
- 3.63
- Median
- 1.57
- Q1
- 0.81
- Min
- -0.39
MS
Financial Services industry group
2.65
- Max
- 7.79
- Q3
- 3.63
- MS
- 2.65
- Median
- 1.57
- Q1
- 0.81
- Min
- -0.39
Valuation Metrics
| Metric | IBKR | MS |
|---|---|---|
| P/E Ratio (TTM) | 28.94 | 14.39 |
| P/S Ratio (TTM) | 18.30 | 3.55 |
| P/B Ratio (MRQ) | 5.53 | 2.65 |
| Free Cash Flow Yield (TTM) | -- | -- |