IBKR vs. MS
Compare and contrast key facts about Interactive Brokers Group, Inc. (IBKR) and Morgan Stanley (MS).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IBKR or MS.
Correlation
The correlation between IBKR and MS is 0.54, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
IBKR vs. MS - Performance Comparison
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Key characteristics
IBKR:
1.60
MS:
1.07
IBKR:
2.17
MS:
1.65
IBKR:
1.33
MS:
1.24
IBKR:
1.82
MS:
1.29
IBKR:
5.45
MS:
4.05
IBKR:
12.94%
MS:
9.29%
IBKR:
43.10%
MS:
34.11%
IBKR:
-63.66%
MS:
-88.12%
IBKR:
-13.49%
MS:
-6.37%
Fundamentals
IBKR:
$85.70B
MS:
$207.52B
IBKR:
$7.26
MS:
$8.53
IBKR:
27.93
MS:
15.16
IBKR:
4.08
MS:
149.48
IBKR:
15.86
MS:
3.24
IBKR:
4.77
MS:
2.10
IBKR:
$6.39B
MS:
$105.71B
IBKR:
$6.22B
MS:
$59.52B
IBKR:
$5.36B
MS:
$23.80B
Returns By Period
In the year-to-date period, IBKR achieves a 15.33% return, which is significantly higher than MS's 5.77% return. Over the past 10 years, IBKR has outperformed MS with an annualized return of 20.21%, while MS has yielded a comparatively lower 16.47% annualized return.
IBKR
15.33%
17.64%
14.20%
68.16%
41.49%
20.21%
MS
5.77%
21.06%
0.16%
36.07%
32.93%
16.47%
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Risk-Adjusted Performance
IBKR vs. MS — Risk-Adjusted Performance Rank
IBKR
MS
IBKR vs. MS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Interactive Brokers Group, Inc. (IBKR) and Morgan Stanley (MS). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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Dividends
IBKR vs. MS - Dividend Comparison
IBKR's dividend yield for the trailing twelve months is around 0.49%, less than MS's 2.82% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IBKR Interactive Brokers Group, Inc. | 0.49% | 0.48% | 0.48% | 0.55% | 0.50% | 0.66% | 0.86% | 0.73% | 0.68% | 1.10% | 0.92% | 1.37% |
MS Morgan Stanley | 2.82% | 2.82% | 3.49% | 3.47% | 2.14% | 2.04% | 2.54% | 2.77% | 1.72% | 1.66% | 1.73% | 0.90% |
Drawdowns
IBKR vs. MS - Drawdown Comparison
The maximum IBKR drawdown since its inception was -63.66%, smaller than the maximum MS drawdown of -88.12%. Use the drawdown chart below to compare losses from any high point for IBKR and MS. For additional features, visit the drawdowns tool.
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Volatility
IBKR vs. MS - Volatility Comparison
Interactive Brokers Group, Inc. (IBKR) has a higher volatility of 14.47% compared to Morgan Stanley (MS) at 8.23%. This indicates that IBKR's price experiences larger fluctuations and is considered to be riskier than MS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Financials
IBKR vs. MS - Financials Comparison
This section allows you to compare key financial metrics between Interactive Brokers Group, Inc. and Morgan Stanley. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
IBKR vs. MS - Profitability Comparison
IBKR - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Interactive Brokers Group, Inc. reported a gross profit of 1.43B and revenue of 2.37B. Therefore, the gross margin over that period was 60.3%.
MS - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Morgan Stanley reported a gross profit of 16.38B and revenue of 27.91B. Therefore, the gross margin over that period was 58.7%.
IBKR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Interactive Brokers Group, Inc. reported an operating income of 1.06B and revenue of 2.37B, resulting in an operating margin of 44.6%.
MS - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Morgan Stanley reported an operating income of 5.54B and revenue of 27.91B, resulting in an operating margin of 19.9%.
IBKR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Interactive Brokers Group, Inc. reported a net income of 213.00M and revenue of 2.37B, resulting in a net margin of 9.0%.
MS - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Morgan Stanley reported a net income of 4.32B and revenue of 27.91B, resulting in a net margin of 15.5%.