Interactive Brokers Group, Inc. (IBKR) vs Morgan Stanley (MS)
IBKR and MS are evenly matched — 7 metrics each of 14.
A side-by-side comparison of Interactive Brokers Group, Inc. and Morgan Stanley across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of July 9, 2026. The ● marks the stronger figure on each row (cheaper multiple, higher margin/return).
IBKR
Interactive Brokers Group, Inc.
$95.28Financial Services
MS
Morgan Stanley
$222.13Financial Services
Total return — IBKR vs MS
growth of $100 · last 19yIBKR +1092.8%MS +200.8%IBKR compounded faster
IBKR MS
IBKR vs MS: by the numbers
- •MS is the larger company ($350.36B vs $163.87B market cap).
- •MS trades at the lower earnings multiple (19.82 vs 40.26 P/E).
- •MS converts more revenue to profit (15.13% vs 9.77% net margin).
- •IBKR grew revenue faster over the past five years (32.50% vs 17.47% CAGR).
- •MS pays the higher dividend yield (1.83% vs 0.37%).
Which is better, IBKR or MS?
Metric tally: IBKR 7 · MS 7It depends on what you're optimizing for:
ValueMS(lower P/E)
GrowthIBKR(faster 5Y revenue CAGR)
IncomeMS(higher dividend yield)
QualityIBKR(higher ROIC)
Metrics side by side
Valuation
| Metric | IBKR | MS |
|---|---|---|
| P/E ratio | 40.26 | 19.82● |
| Forward P/E | 36.89 | 18.19● |
| P/S ratio | 3.94 | 2.89● |
| P/B ratio | 7.50 | 3.04● |
| PEG ratio | 1.05 | 0.60● |
Profitability
| Metric | IBKR | MS |
|---|---|---|
| Gross margin | 91.74%● | 57.99% |
| Operating margin | 86.76%● | 19.48% |
| Net margin | 9.77% | 15.13%● |
| ROE | 18.59%● | 15.91% |
| ROIC | 17.47%● | 1.69% |
Dividends
| Metric | IBKR | MS |
|---|---|---|
| Dividend yield | 0.37% | 1.83%● |
| Payout ratio | 15.70% | 38.68% |
Growth (annualized)
| Metric | IBKR | MS |
|---|---|---|
| Revenue CAGR (5Y) | 32.50%● | 17.47% |
| EPS CAGR (5Y) | 29.60%● | 9.56% |
| Total return CAGR (5Y) | 43.37%● | 23.90% |
Frequently asked
- Which is better, IBKR or MS?
- It depends on your goal. value: MS (lower P/E); growth: IBKR (faster 5Y revenue CAGR); income: MS (higher dividend yield); quality: IBKR (higher ROIC). Across all compared metrics, they are evenly matched.
- Is IBKR or MS cheaper?
- On trailing earnings, MS is cheaper: IBKR trades at a 40.26 P/E and MS at 19.82.
- Which has grown faster, IBKR or MS?
- Over the past five years, IBKR grew revenue faster — IBKR at a 32.50% CAGR versus MS at 17.47%.
- Does IBKR or MS pay a bigger dividend?
- IBKR yields 0.37% and MS yields 1.83% based on trailing dividends and the latest price.
- Is IBKR or MS more profitable?
- MS runs the higher net margin — IBKR at 9.77% versus MS at 15.13%.
- Which has been the better investment, IBKR or MS?
- Over the past 10-year, IBKR delivered the higher annualized total return — IBKR at 27.43% versus MS at 27.05%. Past performance doesn't predict future results.
Go deeper
Dig into the metrics
Interactive Brokers P/E ratioMorgan Stanley P/E ratioInteractive Brokers dividend yieldMorgan Stanley dividend yieldInteractive Brokers ROEMorgan Stanley ROEInteractive Brokers operating marginMorgan Stanley operating marginInteractive Brokers revenue growthMorgan Stanley revenue growthInteractive Brokers free cash flowMorgan Stanley free cash flow
Interactive Brokers & Morgan Stanley appear in these rankings
Figures are sourced from reported fundamentals and the latest end-of-day price. This comparison is informational only and is not investment advice. Past performance does not predict future results. See our methodology. Compiled by TGMCharts Research · data verified July 9, 2026.