IBKR
Price
$62.40
Change
-$0.07 (-0.11%)
Updated
Aug 22 closing price
Capitalization
27.78B
59 days until earnings call
LPLA
Price
$362.44
Change
+$1.20 (+0.33%)
Updated
Aug 22 closing price
Capitalization
29B
61 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$62.40
Change-$0.07 (-0.11%)
Volume$3.87M
Capitalization27.78B
LPL Financial Holdings
Price$362.44
Change+$1.20 (+0.33%)
Volume$911.18K
Capitalization29B
IBKR vs LPLA Comparison Chart in %
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IBKR
Daily Signalchanged days ago
Gain/Loss if bought
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LPLA
Daily Signalchanged days ago
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IBKR vs. LPLA commentary
Aug 23, 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 Hold and LPLA is a StrongBuy.

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COMPARISON
Comparison
Aug 23, 2025
Stock price -- (IBKR: $62.40 vs. LPLA: $362.44)
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: 74% vs. LPLA: 117%
Market capitalization -- IBKR: $27.78B vs. LPLA: $29B
IBKR [@Investment Banks/Brokers] is valued at $27.78B. LPLA’s [@Investment Banks/Brokers] market capitalization is $29B. 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 $10.29B.

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, IBKR is a better buy in the long-term than LPLA.

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 3 TA indicator(s) are bullish while LPLA’s TA Score has 3 bullish TA indicator(s).

  • IBKR’s TA Score: 3 bullish, 5 bearish.
  • LPLA’s TA Score: 3 bullish, 6 bearish.
According to our system of comparison, IBKR is a better buy in the short-term than LPLA.

Price Growth

IBKR (@Investment Banks/Brokers) experienced а -1.44% price change this week, while LPLA (@Investment Banks/Brokers) price change was +3.27% for the same time period.

The average weekly price growth across all stocks in the @Investment Banks/Brokers industry was -0.88%. For the same industry, the average monthly price growth was -0.36%, and the average quarterly price growth was +13.89%.

Reported Earning Dates

IBKR is expected to report earnings on Oct 21, 2025.

LPLA is expected to report earnings on Oct 23, 2025.

Industries' Descriptions

@Investment Banks/Brokers (-0.88% 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($29B) and IBKR($27.8B) have the same market capitalization . IBKR has higher P/E ratio than LPLA: IBKR (32.80) vs LPLA (24.84). IBKR YTD gains are higher at: 41.249 vs. LPLA (11.291). IBKR has higher annual earnings (EBITDA): 8.33B vs. LPLA (2.34B). IBKR has more cash in the bank: 4.69B vs. LPLA (4.31B). IBKR has less debt than LPLA: IBKR (8M) vs LPLA (7.34B). LPLA has higher revenues than IBKR: LPLA (14.1B) vs IBKR (9.6B).
IBKRLPLAIBKR / LPLA
Capitalization27.8B29B96%
EBITDA8.33B2.34B356%
Gain YTD41.24911.291365%
P/E Ratio32.8024.84132%
Revenue9.6B14.1B68%
Total Cash4.69B4.31B109%
Total Debt8M7.34B0%
FUNDAMENTALS RATINGS
IBKR vs LPLA: Fundamental Ratings
IBKR
LPLA
OUTLOOK RATING
1..100
1617
VALUATION
overvalued / fair valued / undervalued
1..100
99
Overvalued
96
Overvalued
PROFIT vs RISK RATING
1..100
1711
SMR RATING
1..100
4633
PRICE GROWTH RATING
1..100
4151
P/E GROWTH RATING
1..100
1217
SEASONALITY SCORE
1..100
5050

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 (96) 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 (11) in the Investment Banks Or Brokers industry is in the same range as IBKR (17). This means that LPLA’s stock grew similarly to IBKR’s over the last 12 months.

LPLA's SMR Rating (33) in the Investment Banks Or Brokers industry is in the same range as IBKR (46). This means that LPLA’s stock grew similarly to IBKR’s over the last 12 months.

IBKR's Price Growth Rating (41) in the Investment Banks Or Brokers industry is in the same range as LPLA (51). This means that IBKR’s stock grew similarly to LPLA’s over the last 12 months.

IBKR's P/E Growth Rating (12) in the Investment Banks Or Brokers industry is in the same range as LPLA (17). This means that IBKR’s stock grew similarly to LPLA’s over the last 12 months.

TECHNICAL ANALYSIS
Technical Analysis
IBKRLPLA
RSI
ODDS (%)
Bearish Trend 1 day ago
49%
N/A
Stochastic
ODDS (%)
Bullish Trend 1 day ago
72%
Bullish Trend 1 day ago
80%
Momentum
ODDS (%)
Bearish Trend 1 day ago
48%
Bearish Trend 1 day ago
51%
MACD
ODDS (%)
Bearish Trend 1 day ago
53%
Bearish Trend 1 day ago
49%
TrendWeek
ODDS (%)
Bearish Trend 1 day ago
58%
Bullish Trend 1 day ago
73%
TrendMonth
ODDS (%)
Bearish Trend 1 day ago
63%
Bearish Trend 1 day ago
59%
Advances
ODDS (%)
Bullish Trend 3 days ago
77%
Bullish Trend 1 day ago
71%
Declines
ODDS (%)
Bearish Trend 9 days ago
52%
Bearish Trend 23 days ago
58%
BollingerBands
ODDS (%)
Bearish Trend 1 day ago
51%
Bearish Trend 1 day ago
51%
Aroon
ODDS (%)
Bullish Trend 1 day ago
69%
Bullish Trend 1 day ago
72%
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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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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%
+0.33%
IBKR - LPLA
73%
Closely correlated
-0.11%
SF - LPLA
72%
Closely correlated
+3.33%
RJF - LPLA
71%
Closely correlated
+2.00%
MS - LPLA
71%
Closely correlated
+2.76%
GS - LPLA
71%
Closely correlated
+3.62%
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