VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 8, 2026

Stock Comparison

Julius Baer Gruppe AG vs Interactive Brokers Group, Inc.

Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.

Julius Baer Gruppe AG

BAER · SIX Swiss Exchange

Market cap (USD)$13.3B
Gross margin (TTM)51.6%
Operating margin (TTM)15%
Net margin (TTM)12.7%
SectorFinancials
IndustryAsset Management
CountryCH
Data as of2025-12-30
Moat score
59/ 100

Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.

Full stock profile

Dive deeper into Julius Baer Gruppe AG's moat claims, evidence, and risks.

View BAER analysis

Interactive Brokers Group, Inc.

IBKR · NASDAQ

Market cap (USD)$123.6B
Gross margin (TTM)89%
Operating margin (TTM)82.7%
Net margin (TTM)9.2%
SectorFinancials
IndustryInvestment - Banking & Investment Services
CountryUS
Data as of2026-01-06
Moat score
60/ 100

Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.

Full stock profile

Dive deeper into Interactive Brokers Group, Inc.'s moat claims, evidence, and risks.

View IBKR analysis

Comparison highlights

  • Moat score gap: Interactive Brokers Group, Inc. leads (60 / 100 vs 59 / 100 for Julius Baer Gruppe AG).
  • Segment focus: Julius Baer Gruppe AG has 1 segment (100% in Wealth Management (Private Banking)); Interactive Brokers Group, Inc. has 1 segment (100% in Electronic brokerage).
  • Primary market structure: Competitive vs Competitive. Pricing power: Moderate vs Weak.
  • Moat breadth: Julius Baer Gruppe AG has 5 moat types across 4 domains; Interactive Brokers Group, Inc. has 4 across 4.

Primary market context

Julius Baer Gruppe AG

Wealth Management (Private Banking)

Market

Private banking and wealth management services

Geography

Global (focus: Switzerland, Europe, Asia)

Customer

High-net-worth and ultra-high-net-worth individuals

Role

Wealth manager / private bank (advisory + discretionary mandates)

Revenue share

100%

Interactive Brokers Group, Inc.

Electronic brokerage

Market

Multi-asset electronic brokerage, clearing, custody, and financing (self-directed and institutional)

Geography

Global

Customer

Individual investors and institutional clients (e.g., hedge funds, advisors, proprietary trading firms, introducing brokers)

Role

Broker-dealer / clearing broker / platform operator

Revenue share

100%

Side-by-side metrics

Julius Baer Gruppe AG
Interactive Brokers Group, Inc.
Ticker / Exchange
BAER - SIX Swiss Exchange
IBKR - NASDAQ
Market cap (USD)
$13.3B
$123.6B
Gross margin (TTM)
51.6%
89%
Operating margin (TTM)
15%
82.7%
Net margin (TTM)
12.7%
9.2%
Sector
Financials
Financials
Industry
Asset Management
Investment - Banking & Investment Services
HQ country
CH
US
Primary segment
Wealth Management (Private Banking)
Electronic brokerage
Market structure
Competitive
Competitive
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Weak
Moat score
59 / 100
60 / 100
Moat domains
Demand, Supply, Legal, Financial
Supply, Network, Legal, Demand
Last update
2025-12-30
2026-01-06

Moat coverage

Shared moat types

Compliance Advantage

Julius Baer Gruppe AG strengths

Brand TrustService Field NetworkSwitching Costs GeneralCost Of Capital Advantage

Interactive Brokers Group, Inc. strengths

Operational ExcellenceInteroperability HubData Workflow Lockin

Segment mix

Julius Baer Gruppe AG segments

Full profile >

Wealth Management (Private Banking)

Competitive

100%

Interactive Brokers Group, Inc. segments

Full profile >

Electronic brokerage

Competitive

100%

Want the full wide moat stocks list?

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Curation & Accuracy

This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).

Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.