UBS vs Interactive Brokers

This page compares UBS and Interactive Brokers, outlining their business models, financial performance, and market context to help readers understand how each operates within the broader financial services landscape. It presents neutral, accessible information for readers seeking perspective. Educational content, not financial advice.

This page compares UBS and Interactive Brokers, outlining their business models, financial performance, and market context to help readers understand how each operates within the broader financial ser...

Comparison Snapshot

Key Financial Metrics

UBS

Metric

IBKR

$146.03B

Market Cap

$126.78B

32.92%

Potential Profit

3.05%

Strong Buy

Analyst Rating

Buy

Why It's Moving

UBS Stock Draws Eyes with Analysts Eyeing +33% Upside Through 2026

UBS solidified its position as a banking heavyweight with a $132.95B market cap on February 14, underscoring investor confidence in its scale and stability.
Stock ended the week at $41.99 on February 13, dipping just 0.639% from prior levels, reflecting resilience in a steady market environment.
Analysts spotlight +33% upside potential for 2026, driven by UBS's strong positioning amid favorable sector trends.

Sentiment:

🐃Bullish

IBKR Shares Surge on Strong Institutional Buying and Positive Sector Momentum

State of Michigan Retirement System added IBKR shares, highlighting institutional appetite for the broker's growth trajectory in a volatile market.
CFO Paul Brody's upcoming UBS conference appearance on February 9 underscores leadership engagement as monthly brokerage metrics stay resilient.
Financial sector benefits from 12.1% y/y EPS growth consensus in ongoing earnings, with improving economic signals like rising ISM manufacturing PMI boosting trading volumes.

Sentiment:

🐃Bullish

UBS Stock Draws Eyes with Analysts Eyeing +33% Upside Through 2026

UBS solidified its position as a banking heavyweight with a $132.95B market cap on February 14, underscoring investor confidence in its scale and stability.
Stock ended the week at $41.99 on February 13, dipping just 0.639% from prior levels, reflecting resilience in a steady market environment.
Analysts spotlight +33% upside potential for 2026, driven by UBS's strong positioning amid favorable sector trends.

Sentiment:

🐃Bullish

IBKR Shares Surge on Strong Institutional Buying and Positive Sector Momentum

State of Michigan Retirement System added IBKR shares, highlighting institutional appetite for the broker's growth trajectory in a volatile market.
CFO Paul Brody's upcoming UBS conference appearance on February 9 underscores leadership engagement as monthly brokerage metrics stay resilient.
Financial sector benefits from 12.1% y/y EPS growth consensus in ongoing earnings, with improving economic signals like rising ISM manufacturing PMI boosting trading volumes.

Sentiment:

🐃Bullish

Investment Analysis

UBS

Pros

UBS maintains a strong capital position with a 14.8% CET1 capital ratio and 4.6% CET1 leverage ratio, supporting resilience and regulatory compliance.
The bank achieved significant cost savings with USD 10bn in cumulative gross cost reductions, ahead of its USD 13bn target by end-2026.
UBS demonstrates strong client momentum with USD 38bn in Global Wealth Management net new assets in Q3 2025 and total invested assets growing to USD 6.9 trillion.

Considerations

Ongoing resolution of legacy legal matters and litigation risks could introduce volatility despite recent net litigation reserve releases.
UBS's strategic US expansion via a National Bank Charter application faces regulatory and execution uncertainties.
The firm's reliance on market and deal activity results makes profitability potentially sensitive to fluctuating global financial markets.

Interactive Brokers

IBKR

Pros

Interactive Brokers reports a strong return on equity of 18.88% as of October 2025, well above its 10-year average of 11.61%.
The company offers a highly diversified electronic brokerage platform with access to over 160 markets and 28 currencies, supporting broad client reach.
Interactive Brokers sustains a conservative balance sheet with strong capital reserves and automated risk controls designed to weather market stress.

Considerations

Interactive Brokers' profitability remains susceptible to market volatility and trading volume fluctuations, impacting revenue consistency.
The company's extensive product and market exposure may increase complexity and operational risk in rapidly evolving regulatory environments.
Competitive pressure in the electronic brokerage industry could limit growth in market share and compress margins over time.

Related Market Insights

The High-Yield Hunt: Why Global Finance Giants Are Nigeria's Best Bet

Nigerian investors seek high-yield. Discover how global finance giants like BlackRock, Visa & Goldman Sachs offer products to protect wealth from inflation & currency volatility.