LPLA
Price
$384.11
Change
+$7.64 (+2.03%)
Updated
Jul 3 closing price
Capitalization
19.67B
18 days until earnings call
MS
Price
$144.14
Change
+$1.28 (+0.90%)
Updated
Jul 3 closing price
Capitalization
153.98B
10 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$384.11
Change+$7.64 (+2.03%)
Volume$348.55K
Capitalization19.67B
Morgan Stanley
Price$144.14
Change+$1.28 (+0.90%)
Volume$3.97M
Capitalization153.98B
LPLA vs MS Comparison Chart in %
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LPLA
Daily Signalchanged days ago
Gain/Loss if bought
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MS
Daily Signalchanged days ago
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LPLA vs. MS commentary
Jul 06, 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 Buy and MS is a Buy.

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COMPARISON
Comparison
Jul 06, 2025
Stock price -- (LPLA: $384.11 vs. MS: $144.14)
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: 59% vs. MS: 73%
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 $12.19B.

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 3 green FA rating(s).

  • LPLA’s FA Score: 3 green, 2 red.
  • MS’s FA Score: 3 green, 2 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 4 TA indicator(s) are bullish while MS’s TA Score has 5 bullish TA indicator(s).

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

Price Growth

LPLA (@Investment Banks/Brokers) experienced а +5.42% price change this week, while MS (@Investment Banks/Brokers) price change was +3.14% for the same time period.

The average weekly price growth across all stocks in the @Investment Banks/Brokers industry was +24.10%. For the same industry, the average monthly price growth was +15.12%, and the average quarterly price growth was +113.56%.

Reported Earning Dates

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

MS is expected to report earnings on Oct 15, 2025.

Industries' Descriptions

@Investment Banks/Brokers (+24.10% 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: 17.846 vs. MS (16.341). 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 YTD17.84616.341109%
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
5050
VALUATION
overvalued / fair valued / undervalued
1..100
93
Overvalued
99
Overvalued
PROFIT vs RISK RATING
1..100
812
SMR RATING
1..100
235
PRICE GROWTH RATING
1..100
447
P/E GROWTH RATING
1..100
2765
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 (93) in the Investment Banks Or Brokers industry is in the same range as MS (99). This means that LPLA’s stock grew similarly to MS’s over the last 12 months.

LPLA's Profit vs Risk Rating (8) in the Investment Banks Or Brokers industry is in the same range as MS (12). 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 (23). This means that MS’s stock grew similarly to LPLA’s over the last 12 months.

MS's Price Growth Rating (7) in the Investment Banks Or Brokers industry is somewhat better than the same rating for LPLA (44). This means that MS’s stock grew somewhat faster than LPLA’s over the last 12 months.

LPLA's P/E Growth Rating (27) in the Investment Banks Or Brokers industry is somewhat better than the same rating for MS (65). This means that LPLA’s stock grew somewhat faster than MS’s over the last 12 months.

TECHNICAL ANALYSIS
Technical Analysis
LPLAMS
RSI
ODDS (%)
Bearish Trend 4 days ago
60%
Bearish Trend 4 days ago
68%
Stochastic
ODDS (%)
Bearish Trend 4 days ago
55%
Bearish Trend 4 days ago
67%
Momentum
ODDS (%)
Bullish Trend 4 days ago
82%
Bullish Trend 4 days ago
62%
MACD
ODDS (%)
Bearish Trend 5 days ago
51%
Bullish Trend 4 days ago
67%
TrendWeek
ODDS (%)
Bullish Trend 4 days ago
73%
Bullish Trend 4 days ago
67%
TrendMonth
ODDS (%)
Bullish Trend 4 days ago
73%
Bullish Trend 4 days ago
58%
Advances
ODDS (%)
Bullish Trend 4 days ago
71%
Bullish Trend 4 days ago
65%
Declines
ODDS (%)
Bearish Trend 13 days ago
56%
Bearish Trend 26 days ago
59%
BollingerBands
ODDS (%)
Bullish Trend 4 days ago
76%
Bearish Trend 4 days ago
70%
Aroon
ODDS (%)
N/A
Bullish Trend 4 days ago
47%
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LPLA
Daily Signalchanged days ago
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MS
Daily Signalchanged days ago
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