COMP <GO>
IBKR vs MS // 10Y YIELD & FRED MACRO BETA
Interactive Brokers Group Inc. (NASDAQ) VS. Morgan Stanley (NYSE) • 15-METRIC TALLY: IBKR 3
— MS 9
▲ 10Y YIELD & FRED MACRO BETA LEADER: MS
LAST: $81.77 (-2.12%) • MKT CAP: $37.05B
macro-sensitivity
0.92
LAST: $190.00 (-0.07%) • MKT CAP: $298.41B
macro-sensitivity
1.04
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (IBKR VS. MS)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | IBKR | MS | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 0.30% | 3.00% | -2.70 | MS | /roic <GO> |
| EV/EBITDA & P/E Valuation | 95.0x | 31.0x | +64.00 | MS | /valuation <GO> |
| Free Cash Flow Yield | 22.00% | -7.25% | +29.25 | IBKR | /fcf-yield <GO> |
| Operating Margin | 13.90% | 24.60% | -10.70 | MS | /operating-margins <GO> |
| Net Profit Margin | 10.90% | 20.20% | -9.30 | MS | /net-margins <GO> |
| Revenue Growth (YoY) | 23.40% | 5.50% | +17.90 | IBKR | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.36% | 2.21% | -1.85 | MS | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 5/9 | +2.00 | IBKR | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 45.2 | 51.0 | -5.80 | MS | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta ACTIVE | 0.92 | 1.04 | -0.12 | MS | /macro-sensitivity <GO> |
| Forward P/E Multiple | 117.3x | 16.5x | +100.80 | MS | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $37.05B | $298.41B | -$261.36B | MS | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | IBKR REV | MS REV | IBKR GROSS % | MS GROSS % | IBKR FCF | MS FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $2.44B | $0 | — | — | $15.70B | -$17.89B |
| FY 2024 | $1.98B | $0 | — | — | $8.64B | $1.36B |
| FY 2023 | $1.56B | $0 | — | — | $4.47B | -$33.54B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
IBKR // BETA 0.92
MS // BETA 1.04