LPLA
Price
$336.27
Change
-$0.41 (-0.12%)
Updated
Sep 16, 04:59 PM (EDT)
Capitalization
26.9B
37 days until earnings call
RJF
Price
$169.13
Change
+$0.87 (+0.52%)
Updated
Sep 16, 04:59 PM (EDT)
Capitalization
33.55B
42 days until earnings call
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LPLA vs RJF

Header iconLPLA vs RJF Comparison
Open Charts LPLA vs RJFBanner chart's image
LPL Financial Holdings
Price$336.27
Change-$0.41 (-0.12%)
Volume$4.24K
Capitalization26.9B
Raymond James Financial
Price$169.13
Change+$0.87 (+0.52%)
Volume$7.41K
Capitalization33.55B
LPLA vs RJF Comparison Chart in %
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LPLA
Daily Signalchanged days ago
Gain/Loss if bought
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RJF
Daily Signalchanged days ago
Gain/Loss if bought
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LPLA vs. RJF commentary
Sep 17, 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 RJF is a StrongBuy.

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COMPARISON
Comparison
Sep 17, 2025
Stock price -- (LPLA: $336.28 vs. RJF: $169.07)
Brand notoriety: LPLA and RJF are both not notable
LPLA represents the Investment Banks/Brokers, while RJF is part of the Investment Managers industry
Current volume relative to the 65-day Moving Average: LPLA: 93% vs. RJF: 117%
Market capitalization -- LPLA: $26.9B vs. RJF: $33.55B
LPLA [@Investment Banks/Brokers] is valued at $26.9B. RJF’s [@Investment Managers] market capitalization is $33.55B. The market cap for tickers in the [@Investment Banks/Brokers] industry ranges from $928.5B to $0. The market cap for tickers in the [@Investment Managers] industry ranges from $172.68B to $0. The average market capitalization across the [@Investment Banks/Brokers] industry is $10.61B. The average market capitalization across the [@Investment Managers] industry is $7.51B.

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 whileRJF’s FA Score has 4 green FA rating(s).

  • LPLA’s FA Score: 3 green, 2 red.
  • RJF’s FA Score: 4 green, 1 red.
According to our system of comparison, RJF 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.

LPLA’s TA Score shows that 4 TA indicator(s) are bullish while RJF’s TA Score has 2 bullish TA indicator(s).

  • LPLA’s TA Score: 4 bullish, 5 bearish.
  • RJF’s TA Score: 2 bullish, 4 bearish.
According to our system of comparison, LPLA is a better buy in the short-term than RJF.

Price Growth

LPLA (@Investment Banks/Brokers) experienced а -1.09% price change this week, while RJF (@Investment Managers) price change was +2.10% for the same time period.

The average weekly price growth across all stocks in the @Investment Banks/Brokers industry was +5.12%. For the same industry, the average monthly price growth was +9.31%, and the average quarterly price growth was +57.98%.

The average weekly price growth across all stocks in the @Investment Managers industry was +0.27%. For the same industry, the average monthly price growth was +3.09%, and the average quarterly price growth was +21.30%.

Reported Earning Dates

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

RJF is expected to report earnings on Oct 28, 2025.

Industries' Descriptions

@Investment Banks/Brokers (+5.12% 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.

@Investment Managers (+0.27% weekly)

Investment Managers manage financial assets and other investments of clients. Management includes designing a short- or long-term strategy for buying/holding and selling of portfolio holdings. It can also include tax services and other aspects of financial planning as well. While it is perceived that the industry is faced with growing competition from robo-advisors/digital platforms and passive/ index-tracking funds, many investors still find value in actively managed in-person services that investment management companies often emphasize on. At the same time, many wealth managers are also incorporating digital initiatives/low cost options in addition to their in-person customized services. Their main sources of revenues are fees as a percentage of assets under management, in addition to a certain portion of clients’ gains from asset appreciation. BlackRock, Inc., Blackstone Group Inc and Brookfield Asset Management are some of the major investment management companies.

SUMMARIES
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FUNDAMENTALS
Fundamentals
RJF($33.5B) has a higher market cap than LPLA($26.9B). LPLA has higher P/E ratio than RJF: LPLA (23.05) vs RJF (16.58). RJF YTD gains are higher at: 9.950 vs. LPLA (3.259). LPLA has more cash in the bank: 4.31B vs. RJF (2.61B). RJF has less debt than LPLA: RJF (2.89B) vs LPLA (7.34B). LPLA (14.1B) and RJF (13.6B) have equivalent revenues.
LPLARJFLPLA / RJF
Capitalization26.9B33.5B80%
EBITDA2.34BN/A-
Gain YTD3.2599.95033%
P/E Ratio23.0516.58139%
Revenue14.1B13.6B104%
Total Cash4.31B2.61B165%
Total Debt7.34B2.89B254%
FUNDAMENTALS RATINGS
LPLA vs RJF: Fundamental Ratings
LPLA
RJF
OUTLOOK RATING
1..100
7668
VALUATION
overvalued / fair valued / undervalued
1..100
95
Overvalued
66
Overvalued
PROFIT vs RISK RATING
1..100
1415
SMR RATING
1..100
3310
PRICE GROWTH RATING
1..100
4917
P/E GROWTH RATING
1..100
1727
SEASONALITY SCORE
1..100
n/an/a

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.

RJF's Valuation (66) in the Investment Banks Or Brokers industry is in the same range as LPLA (95). This means that RJF’s stock grew similarly to LPLA’s over the last 12 months.

LPLA's Profit vs Risk Rating (14) in the Investment Banks Or Brokers industry is in the same range as RJF (15). This means that LPLA’s stock grew similarly to RJF’s over the last 12 months.

RJF's SMR Rating (10) in the Investment Banks Or Brokers industry is in the same range as LPLA (33). This means that RJF’s stock grew similarly to LPLA’s over the last 12 months.

RJF's Price Growth Rating (17) in the Investment Banks Or Brokers industry is in the same range as LPLA (49). This means that RJF’s stock grew similarly to LPLA’s over the last 12 months.

LPLA's P/E Growth Rating (17) in the Investment Banks Or Brokers industry is in the same range as RJF (27). This means that LPLA’s stock grew similarly to RJF’s over the last 12 months.

TECHNICAL ANALYSIS
Technical Analysis
LPLARJF
RSI
ODDS (%)
Bullish Trend 2 days ago
72%
N/A
Stochastic
ODDS (%)
Bullish Trend 2 days ago
80%
Bearish Trend 2 days ago
52%
Momentum
ODDS (%)
Bearish Trend 2 days ago
62%
Bearish Trend 2 days ago
61%
MACD
ODDS (%)
Bearish Trend 2 days ago
53%
Bearish Trend 2 days ago
59%
TrendWeek
ODDS (%)
Bearish Trend 2 days ago
60%
Bullish Trend 2 days ago
68%
TrendMonth
ODDS (%)
Bearish Trend 2 days ago
61%
Bullish Trend 2 days ago
65%
Advances
ODDS (%)
Bullish Trend 5 days ago
71%
Bullish Trend 6 days ago
64%
Declines
ODDS (%)
Bearish Trend 14 days ago
58%
Bearish Trend 2 days ago
57%
BollingerBands
ODDS (%)
Bullish Trend 2 days ago
76%
N/A
Aroon
ODDS (%)
Bearish Trend 2 days ago
68%
Bullish Trend 2 days ago
63%
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LPLA
Daily Signalchanged days ago
Gain/Loss if bought
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RJF
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%
-0.12%
IBKR - LPLA
73%
Closely correlated
+0.37%
RJF - LPLA
71%
Closely correlated
+0.48%
MS - LPLA
71%
Closely correlated
-0.53%
GS - LPLA
71%
Closely correlated
-0.16%
SF - LPLA
71%
Closely correlated
-0.66%
More

RJF and

Correlation & Price change

A.I.dvisor indicates that over the last year, RJF has been closely correlated with SF. These tickers have moved in lockstep 87% of the time. This A.I.-generated data suggests there is a high statistical probability that if RJF jumps, then SF could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To RJF
1D Price
Change %
RJF100%
+0.48%
SF - RJF
87%
Closely correlated
-0.66%
MS - RJF
82%
Closely correlated
-0.53%
EVR - RJF
80%
Closely correlated
+0.13%
AMP - RJF
80%
Closely correlated
-0.31%
GS - RJF
80%
Closely correlated
-0.16%
More