LPLA
Price
$338.40
Change
+$3.58 (+1.07%)
Updated
Apr 2 closing price
Capitalization
19.67B
21 days until earnings call
MS
Price
$119.27
Change
+$3.53 (+3.05%)
Updated
Apr 2 closing price
Capitalization
153.98B
8 days until earnings call
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LPLA vs MS

Header iconLPLA vs MS Comparison
Open Charts LPLA vs MSBanner chart's image
LPL Financial Holdings
Price$338.40
Change+$3.58 (+1.07%)
Volume$1.9M
Capitalization19.67B
Morgan Stanley
Price$119.27
Change+$3.53 (+3.05%)
Volume$8.42M
Capitalization153.98B
LPLA vs MS Comparison Chart
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LPLA
Daily Signalchanged days ago
Gain/Loss if bought
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MS
Daily Signalchanged days ago
Gain/Loss if bought
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LPLA vs. MS commentary
Apr 03, 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 LPLA is a StrongBuy and MS is a StrongBuy.

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COMPARISON
Comparison
Apr 03, 2025
Stock price -- (LPLA: $338.40 vs. MS: $119.27)
Brand notoriety: LPLA: Not notable vs. MS: Notable
Both companies represent the Investment Banks/Brokers industry
Current volume relative to the 65-day Moving Average: LPLA: 198% vs. MS: 120%
Market capitalization -- LPLA: $19.67B vs. MS: $153.98B
LPLA [@Investment Banks/Brokers] is valued at $19.67B. MS’s [@Investment Banks/Brokers] market capitalization is $153.98B. 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 $11.94B.

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).

LPLA’s FA Score shows that 3 FA rating(s) are green whileMS’s FA Score has 2 green FA rating(s).

  • LPLA’s FA Score: 3 green, 2 red.
  • MS’s FA Score: 2 green, 3 red.
According to our system of comparison, LPLA is a better buy in the long-term than MS.

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.

LPLA’s TA Score shows that 6 TA indicator(s) are bullish while MS’s TA Score has 5 bullish TA indicator(s).

  • LPLA’s TA Score: 6 bullish, 4 bearish.
  • MS’s TA Score: 5 bullish, 5 bearish.
According to our system of comparison, LPLA is a better buy in the short-term than MS.

Price Growth

LPLA (@Investment Banks/Brokers) experienced а -0.22% price change this week, while MS (@Investment Banks/Brokers) price change was -2.40% for the same time period.

The average weekly price growth across all stocks in the @Investment Banks/Brokers industry was -1.78%. For the same industry, the average monthly price growth was -2.68%, and the average quarterly price growth was +140.92%.

Reported Earning Dates

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

MS is expected to report earnings on Apr 11, 2025.

Industries' Descriptions

@Investment Banks/Brokers (-1.78% 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
MS($154B) has a higher market cap than LPLA($19.7B). LPLA has higher P/E ratio than MS: LPLA (19.46) vs MS (18.06). LPLA YTD gains are higher at: 3.742 vs. MS (-4.499). MS has more cash in the bank: 4.29B vs. LPLA (466M). LPLA has less debt than MS: LPLA (3.96B) vs MS (276B). MS has higher revenues than LPLA: MS (50.7B) vs LPLA (10.1B).
LPLAMSLPLA / MS
Capitalization19.7B154B13%
EBITDA1.99BN/A-
Gain YTD3.742-4.499-83%
P/E Ratio19.4618.06108%
Revenue10.1B50.7B20%
Total Cash466M4.29B11%
Total Debt3.96B276B1%
FUNDAMENTALS RATINGS
LPLA vs MS: Fundamental Ratings
LPLA
MS
OUTLOOK RATING
1..100
1512
VALUATION
overvalued / fair valued / undervalued
1..100
89
Overvalued
100
Overvalued
PROFIT vs RISK RATING
1..100
78
SMR RATING
1..100
245
PRICE GROWTH RATING
1..100
4656
P/E GROWTH RATING
1..100
2467
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 (89) in the Investment Banks Or Brokers industry is in the same range as MS (100). This means that LPLA’s stock grew similarly to MS’s over the last 12 months.

LPLA's Profit vs Risk Rating (7) in the Investment Banks Or Brokers industry is in the same range as MS (8). This means that LPLA’s stock grew similarly to MS’s over the last 12 months.

MS's SMR Rating (5) in the Investment Banks Or Brokers industry is in the same range as LPLA (24). This means that MS’s stock grew similarly to LPLA’s over the last 12 months.

LPLA's Price Growth Rating (46) in the Investment Banks Or Brokers industry is in the same range as MS (56). This means that LPLA’s stock grew similarly to MS’s over the last 12 months.

LPLA's P/E Growth Rating (24) in the Investment Banks Or Brokers industry is somewhat better than the same rating for MS (67). This means that LPLA’s stock grew somewhat faster than MS’s over the last 12 months.

TECHNICAL ANALYSIS
Technical Analysis
LPLAMS
RSI
ODDS (%)
Bullish Trend 2 days ago
73%
Bullish Trend 1 day ago
78%
Stochastic
ODDS (%)
Bearish Trend 2 days ago
57%
Bullish Trend 1 day ago
77%
Momentum
ODDS (%)
Bullish Trend 2 days ago
84%
Bearish Trend 1 day ago
50%
MACD
ODDS (%)
Bullish Trend 2 days ago
70%
Bullish Trend 1 day ago
63%
TrendWeek
ODDS (%)
Bearish Trend 2 days ago
57%
Bearish Trend 1 day ago
55%
TrendMonth
ODDS (%)
Bearish Trend 2 days ago
56%
Bearish Trend 1 day ago
50%
Advances
ODDS (%)
Bullish Trend 9 days ago
72%
Bullish Trend 9 days ago
64%
Declines
ODDS (%)
Bearish Trend 7 days ago
55%
Bearish Trend 6 days ago
58%
BollingerBands
ODDS (%)
Bullish Trend 2 days ago
81%
Bullish Trend 1 day ago
83%
Aroon
ODDS (%)
Bullish Trend 7 days ago
70%
Bearish Trend 1 day ago
57%
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LPLA
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
MS
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
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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%
+1.07%
IBKR - LPLA
73%
Closely correlated
+0.71%
RJF - LPLA
66%
Loosely correlated
+2.74%
SF - LPLA
64%
Loosely correlated
+1.79%
GS - LPLA
53%
Loosely correlated
+2.67%
MS - LPLA
53%
Loosely correlated
+3.05%
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