IBKR vs. MSCI: Interactive Brokers vs. MSCI Stock Comparison
How do Interactive Brokers (IBKR) and MSCI (MSCI) 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 MSCI (MSCI) both belong to the Capital Markets industry, though IBKR is classified under Investment Banking & Brokerage while MSCI falls under Financial Exchanges & Data.
| Profile Item | IBKR | MSCI |
|---|---|---|
| Name | Interactive Brokers Group, Inc. Class A Common Stock | MSCI Inc. |
| 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 | Financial Exchanges & Data |
| Market Capitalization | 129.19 billion USD | 46.60 billion USD |
| Currency | USD | USD |
| Exchange | Nasdaq | NYSE |
| Listing Date | May 4, 2007 | November 15, 2007 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | IBKR | MSCI |
|---|---|---|
| Total Return (1Y) | 11.53% | 12.76% |
| Total Return (3Y, Annualized) | 57.15% | 9.86% |
| Total Return (5Y, Annualized) | 34.54% | 1.00% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | IBKR | MSCI |
|---|---|---|
| Volatility (1Y, Annualized) | 40.72% | 29.82% |
| Beta (5Y) | 1.37 | 1.17 |
| Max Drawdown (5Y) | -38.66% | -43.74% |
| Avg. Volume (3M) | 4.24M | 590.34K |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | IBKR | MSCI |
|---|---|---|
| Sharpe Ratio (1Y) | 0.18 | 0.28 |
| Sortino Ratio (1Y) | 0.26 | 0.40 |
Profitability
ROE (TTM)
Capital efficiency shows on one side only: Interactive Brokers (IBKR) earns 23.67% on shareholders’ equity, ranked against its industry; MSCI (MSCI) has no ROE this period.
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%
MSCI
Financial Services industry group
--
- Max
- 44.78%
- Q3
- 21.85%
- Median
- 12.91%
- Q1
- 4.48%
- Min
- -18.71%
- MSCI
- --
Net Margin (TTM)
MSCI (MSCI) at 40.31% retains a top-quartile share of revenue as profit, ahead of Interactive Brokers (IBKR) at 16.68%, which keeps about the industry-typical share.
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%
MSCI
Financial Services industry group
40.31%
- Max
- 62.84%
- MSCI
- 40.31%
- Q3
- 28.05%
- Median
- 15.36%
- Q1
- 4.82%
- Min
- -28.52%
Operating Margin (TTM)
Both Interactive Brokers (IBKR) at 77.70% and MSCI (MSCI) at 56.41% convert sales into operating profit at a top-quartile rate, pointing to tighter cost discipline before financing and tax.
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%
MSCI
Financial Services industry group
56.41%
- Max
- 107.33%
- MSCI
- 56.41%
- Q3
- 55.90%
- Median
- 30.09%
- Q1
- 14.60%
- Min
- -44.34%
Profitability Metrics
| Metric | IBKR | MSCI |
|---|---|---|
| ROE (TTM) | 23.67% | -- |
| ROA (TTM) | 2.28% | 21.75% |
| Net Margin (TTM) | 16.68% | 40.31% |
| Operating Margin (TTM) | 77.70% | 56.41% |
| Gross Margin (TTM) | -- | -- |
Growth
Revenue Growth
Both Interactive Brokers (IBKR) at 9.73% and MSCI (MSCI) at 9.75% 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 MSCI (MSCI) at 11.67% 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 | MSCI |
|---|---|---|
| Revenue Growth (YoY) | 9.73% | 9.75% |
| Revenue Growth (3Y CAGR) | 34.60% | 11.71% |
| EPS Growth (YoY) | 28.14% | 11.67% |
| EPS Growth (3Y CAGR) | 33.29% | 13.54% |
Financial Strength
Current Ratio (MRQ)
current ratio doesn’t apply on either side: Interactive Brokers (IBKR) in Financial Services and MSCI (MSCI) 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 MSCI (MSCI) 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 | MSCI |
|---|---|---|
| Current Ratio (MRQ) | -- | -- |
| Debt / Equity (MRQ) | -- | -- |
| Net Debt / EBITDA | -- | -- |
Dividends
Dividend Yield (TTM)
Both Interactive Brokers (IBKR) at 0.46% and MSCI (MSCI) at 1.21% 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%
MSCI
Financial Services industry group
1.21%
- Max
- 9.77%
- Q3
- 3.92%
- MSCI
- 1.21%
- Median
- 1.09%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Both Interactive Brokers (IBKR) at 12.79% and MSCI (MSCI) at 42.04% 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%
MSCI
Financial Services industry group
42.04%
- Max
- 241.07%
- Q3
- 97.36%
- MSCI
- 42.04%
- Median
- 25.77%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | IBKR | MSCI |
|---|---|---|
| Dividend Yield (TTM) | 0.46% | 1.21% |
| Dividend Payout Ratio (TTM) | 12.79% | 42.04% |
Valuation
P/E Ratio (TTM)
Both Interactive Brokers (IBKR) at 28.94 and MSCI (MSCI) at 33.90 sit in the richer earnings-multiple quartile for P/E ratio, so investors are paying more for TTM earnings than they pay for typical peers.
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
MSCI
Financial Services industry group
33.90
- Max
- 45.85
- MSCI
- 33.90
- Q3
- 24.64
- Median
- 15.37
- Q1
- 9.68
- Min
- 0.16
P/S Ratio (TTM)
Investors are paying well above the peer range per dollar of sales for both Interactive Brokers (IBKR) at 18.30 and MSCI (MSCI) at 13.58 — each P/S ratio clears its industry’s benchmark range.
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
MSCI
Financial Services industry group
13.58
- MSCI
- 13.58
- Max
- 9.23
- Q3
- 4.57
- Median
- 2.72
- Q1
- 1.28
- Min
- -0.55
P/B Ratio (MRQ)
MSCI (MSCI) reports a negative P/B ratio of -15.24, meaning negative book equity — the multiple itself is not meaningful for valuation. Meanwhile Interactive Brokers (IBKR) reports 5.53, ranking against industry peers normally.
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
MSCI
Financial Services industry group
-15.24
- Max
- 7.79
- Q3
- 3.63
- Median
- 1.57
- Q1
- 0.81
- Min
- -0.39
- MSCI
- -15.24
Valuation Metrics
| Metric | IBKR | MSCI |
|---|---|---|
| P/E Ratio (TTM) | 28.94 | 33.90 |
| P/S Ratio (TTM) | 18.30 | 13.58 |
| P/B Ratio (MRQ) | 5.53 | -15.24 |
| Free Cash Flow Yield (TTM) | -- | -- |