IBKR
Price
$169.39
Change
+$0.34 (+0.20%)
Updated
Apr 25, 04:12 PM (EDT)
Capitalization
11.96B
88 days until earnings call
LPLA
Price
$316.20
Change
+$0.36 (+0.11%)
Updated
Apr 25, 02:37 PM (EDT)
Capitalization
19.67B
13 days until earnings call
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IBKR vs LPLA

Header iconIBKR vs LPLA Comparison
Open Charts IBKR vs LPLABanner chart's image
Interactive Brokers Group
Price$169.39
Change+$0.34 (+0.20%)
Volume$100
Capitalization11.96B
LPL Financial Holdings
Price$316.20
Change+$0.36 (+0.11%)
Volume$100
Capitalization19.67B
IBKR vs LPLA Comparison Chart
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IBKR
Daily Signalchanged days ago
Gain/Loss if bought
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LPLA
Daily Signalchanged days ago
Gain/Loss if bought
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IBKR vs. LPLA commentary
Apr 25, 2025

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is IBKR is a StrongBuy and LPLA is a StrongBuy.

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COMPARISON
Comparison
Apr 25, 2025
Stock price -- (IBKR: $169.05 vs. LPLA: $315.84)
Brand notoriety: IBKR and LPLA are both not notable
Both companies represent the Investment Banks/Brokers industry
Current volume relative to the 65-day Moving Average: IBKR: 50% vs. LPLA: 63%
Market capitalization -- IBKR: $11.96B vs. LPLA: $19.67B
IBKR [@Investment Banks/Brokers] is valued at $11.96B. LPLA’s [@Investment Banks/Brokers] market capitalization is $19.67B. The market cap for tickers in the [@Investment Banks/Brokers] industry ranges from $928.5B to $0. The average market capitalization across the [@Investment Banks/Brokers] industry is $12.02B.

Long-Term Analysis

It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).

IBKR’s FA Score shows that 2 FA rating(s) are green whileLPLA’s FA Score has 3 green FA rating(s).

  • IBKR’s FA Score: 2 green, 3 red.
  • LPLA’s FA Score: 3 green, 2 red.
According to our system of comparison, both IBKR and LPLA are a good buy in the long-term.

Short-Term Analysis

It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.

If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.

IBKR’s TA Score shows that 4 TA indicator(s) are bullish while LPLA’s TA Score has 4 bullish TA indicator(s).

  • IBKR’s TA Score: 4 bullish, 4 bearish.
  • LPLA’s TA Score: 4 bullish, 4 bearish.
According to our system of comparison, both IBKR and LPLA are a good buy in the short-term.

Price Growth

IBKR (@Investment Banks/Brokers) experienced а +5.97% price change this week, while LPLA (@Investment Banks/Brokers) price change was +3.21% for the same time period.

The average weekly price growth across all stocks in the @Investment Banks/Brokers industry was +5.94%. For the same industry, the average monthly price growth was -2.04%, and the average quarterly price growth was +136.51%.

Reported Earning Dates

IBKR is expected to report earnings on Jul 22, 2025.

LPLA is expected to report earnings on Jul 24, 2025.

Industries' Descriptions

@Investment Banks/Brokers (+5.94% weekly)

These banks specialize in underwriting (helping companies with debt financing or equity issuances), IPOs, facilitating mergers and other corporate reorganizations and acting as a broker or financial advisor for institutions. They might also trade securities on their own accounts. Investment banks potentially thrive on expanding its network of clients, since that could help them increase profits. Goldman Sachs, Morgan Stanley and CME Group Inc are some of the largest investment banking companies.

SUMMARIES
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FUNDAMENTALS
Fundamentals
LPLA($19.7B) has a higher market cap than IBKR($12B). IBKR (19.76) and LPLA (19.46) have similar P/E ratio . LPLA YTD gains are higher at: -3.175 vs. IBKR (-5.416). IBKR has higher annual earnings (EBITDA): 6.6B vs. LPLA (1.99B). IBKR has more cash in the bank: 3.75B vs. LPLA (466M). IBKR has less debt than LPLA: IBKR (17M) vs LPLA (3.96B). LPLA has higher revenues than IBKR: LPLA (10.1B) vs IBKR (7.79B).
IBKRLPLAIBKR / LPLA
Capitalization12B19.7B61%
EBITDA6.6B1.99B333%
Gain YTD-5.416-3.175171%
P/E Ratio19.7619.46102%
Revenue7.79B10.1B77%
Total Cash3.75B466M805%
Total Debt17M3.96B0%
FUNDAMENTALS RATINGS
IBKR vs LPLA: Fundamental Ratings
IBKR
LPLA
OUTLOOK RATING
1..100
1675
VALUATION
overvalued / fair valued / undervalued
1..100
99
Overvalued
90
Overvalued
PROFIT vs RISK RATING
1..100
269
SMR RATING
1..100
4724
PRICE GROWTH RATING
1..100
5654
P/E GROWTH RATING
1..100
3128
SEASONALITY SCORE
1..100
n/a50

Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.

LPLA's Valuation (90) in the Investment Banks Or Brokers industry is in the same range as IBKR (99). This means that LPLA’s stock grew similarly to IBKR’s over the last 12 months.

LPLA's Profit vs Risk Rating (9) in the Investment Banks Or Brokers industry is in the same range as IBKR (26). This means that LPLA’s stock grew similarly to IBKR’s over the last 12 months.

LPLA's SMR Rating (24) in the Investment Banks Or Brokers industry is in the same range as IBKR (47). This means that LPLA’s stock grew similarly to IBKR’s over the last 12 months.

LPLA's Price Growth Rating (54) in the Investment Banks Or Brokers industry is in the same range as IBKR (56). This means that LPLA’s stock grew similarly to IBKR’s over the last 12 months.

LPLA's P/E Growth Rating (28) in the Investment Banks Or Brokers industry is in the same range as IBKR (31). This means that LPLA’s stock grew similarly to IBKR’s over the last 12 months.

TECHNICAL ANALYSIS
Technical Analysis
IBKRLPLA
RSI
ODDS (%)
Bullish Trend 2 days ago
74%
Bullish Trend 2 days ago
60%
Stochastic
ODDS (%)
Bearish Trend 2 days ago
56%
Bearish Trend 2 days ago
53%
Momentum
ODDS (%)
Bearish Trend 2 days ago
58%
Bearish Trend 2 days ago
60%
MACD
ODDS (%)
Bullish Trend 2 days ago
65%
Bullish Trend 2 days ago
82%
TrendWeek
ODDS (%)
Bullish Trend 2 days ago
73%
Bullish Trend 2 days ago
74%
TrendMonth
ODDS (%)
Bearish Trend 2 days ago
62%
Bearish Trend 2 days ago
58%
Advances
ODDS (%)
Bullish Trend 2 days ago
77%
Bullish Trend 2 days ago
72%
Declines
ODDS (%)
Bearish Trend 19 days ago
53%
Bearish Trend 5 days ago
56%
BollingerBands
ODDS (%)
Bullish Trend 2 days ago
71%
Bullish Trend 2 days ago
70%
Aroon
ODDS (%)
Bearish Trend 2 days ago
61%
Bearish Trend 2 days ago
60%
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IBKR
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
LPLA
Daily Signalchanged days ago
Gain/Loss if bought
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LPLA and

Correlation & Price change

A.I.dvisor indicates that over the last year, LPLA has been closely correlated with IBKR. These tickers have moved in lockstep 73% of the time. This A.I.-generated data suggests there is a high statistical probability that if LPLA jumps, then IBKR could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To LPLA
1D Price
Change %
LPLA100%
+1.05%
IBKR - LPLA
73%
Closely correlated
+4.54%
RJF - LPLA
72%
Closely correlated
+1.43%
SF - LPLA
70%
Closely correlated
+3.55%
MS - LPLA
66%
Closely correlated
+2.93%
GS - LPLA
65%
Loosely correlated
+3.03%
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