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LPLA vs RJF
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 Hold and RJF is a Hold.
LPLA in upward trend: price may ascend as a result of having broken its lower Bollinger Band on September 22, 2026
LPLA may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call options. In 31 of 35 cases where LPLA's price broke its lower Bollinger Band, its price rose further in the following month. The odds of a continued upward trend are 89%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The RSI Indicator points to a transition from a downward trend to an upward trend -- in cases where LPLA's RSI Indicator exited the oversold zone, 13 of 20 resulted in an increase in price. Tickeron's analysis proposes that the odds of a continued upward trend are 65%.
The Momentum Indicator moved above the 0 level on October 06, 2026. You may want to consider a long position or call options on LPLA as a result. In 64 of 89 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are 72%.
The Moving Average Convergence Divergence (MACD) for LPLA just turned positive on October 05, 2026. Looking at past instances where LPLA's MACD turned positive, the stock continued to rise in 32 of 44 cases over the following month. The odds of a continued upward trend are 73%.
Following a +1.87% 3-day Advance, the price is estimated to grow further. Considering data from situations where LPLA advanced for three days, in 244 of 366 cases, the price rose further within the following month. The odds of a continued upward trend are 67%.
Bearish Trend Analysis
The Stochastic Oscillator may be shifting from an upward trend to a downward trend. In 43 of 64 cases where LPLA's Stochastic Oscillator exited the overbought zone, the price fell further within the following month. The odds of a continued downward trend are 67%.
LPLA moved below its 50-day moving average on September 14, 2026 date and that indicates a change from an upward trend to a downward trend.
The 10-day moving average for LPLA crossed bearishly below the 50-day moving average on September 17, 2026. This indicates that the trend has shifted lower and could be considered a sell signal. In 11 of 16 past instances when the 10-day crossed below the 50-day, the stock continued to move higher over the following month. The odds of a continued downward trend are 69%.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where LPLA declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 64%.
The Aroon Indicator for LPLA entered a downward trend on October 05, 2026. This could indicate a strong downward move is ahead for the stock. Traders may want to consider selling the stock or buying put options.
Fundamental Analysis (Ratings)
The Tickeron PE Growth Rating for this company is 32 (best 1 - 100 worst), pointing to outstanding earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The Tickeron Profit vs. Risk Rating rating for this company is 34 (best 1 - 100 worst), indicating well-balanced risk and returns. The average Profit vs. Risk Rating rating for the industry is 87, placing this stock slightly better than average.
The Tickeron SMR rating for this company is 48 (best 1 - 100 worst), indicating strong sales and a profitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron Price Growth Rating for this company is 56 (best 1 - 100 worst), indicating steady price growth. LPLA’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron Seasonality Score of 75 (best 1 - 100 worst) indicates that the company is slightly overvalued in the industry. The Tickeron Seasonality score describes the variance of predictable price changes around the same period every calendar year. These changes can be tied to a specific month, quarter, holiday or vacation period, as well as a meteorological or growing season.
The Tickeron Valuation Rating of 81 (best 1 - 100 worst) indicates that the company is slightly overvalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (4.277) is normal, around the industry mean (4.320). P/E Ratio (25.057) is within average values for comparable stocks, (30.932). Projected Growth (PEG Ratio) (0.404) is also within normal values, averaging (0.809). Dividend Yield (0.004) settles around the average of (0.016) among similar stocks. P/S Ratio (1.364) is also within normal values, averaging (16.763).
RJF's RSI Indicator ascends from oversold territory
The RSI Oscillator for RJF moved out of oversold territory on October 01, 2026. This could be a sign that the stock is shifting from a downward trend to an upward trend. Traders may want to buy the stock or call options. The A.I.dvisor looked at 29 similar instances when the indicator left oversold territory. In 21 of the 29 cases the stock moved higher. This puts the odds of a move higher at 72%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The Stochastic Oscillator suggests the stock price trend may be in a reversal from a downward trend to an upward trend. 36 of 55 cases where RJF's Stochastic Oscillator exited the oversold zone resulted in an increase in price. Tickeron's analysis proposes that the odds of a continued upward trend are 65%.
The Moving Average Convergence Divergence (MACD) for RJF just turned positive on October 06, 2026. Looking at past instances where RJF's MACD turned positive, the stock continued to rise in 27 of 47 cases over the following month. The odds of a continued upward trend are 57%.
Following a +0.39% 3-day Advance, the price is estimated to grow further. Considering data from situations where RJF advanced for three days, in 210 of 355 cases, the price rose further within the following month. The odds of a continued upward trend are 59%.
RJF may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call options.
Bearish Trend Analysis
The Momentum Indicator moved below the 0 level on October 09, 2026. You may want to consider selling the stock, shorting the stock, or exploring put options on RJF as a result. In 44 of 77 cases where the Momentum Indicator fell below 0, the stock fell further within the subsequent month. The odds of a continued downward trend are 57%.
RJF moved below its 50-day moving average on September 10, 2026 date and that indicates a change from an upward trend to a downward trend.
The 10-day moving average for RJF crossed bearishly below the 50-day moving average on September 16, 2026. This indicates that the trend has shifted lower and could be considered a sell signal. In 8 of 14 past instances when the 10-day crossed below the 50-day, the stock continued to move higher over the following month. The odds of a continued downward trend are 57%.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where RJF declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 57%.
The Aroon Indicator for RJF entered a downward trend on October 16, 2026. This could indicate a strong downward move is ahead for the stock. Traders may want to consider selling the stock or buying put options.
Fundamental Analysis (Ratings)
The Tickeron SMR rating for this company is 9 (best 1 - 100 worst), indicating very strong sales and a profitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron Profit vs. Risk Rating rating for this company is 28 (best 1 - 100 worst), indicating low risk on high returns. The average Profit vs. Risk Rating rating for the industry is 82, placing this stock better than average.
The Tickeron Price Growth Rating for this company is 57 (best 1 - 100 worst), indicating steady price growth. RJF’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron PE Growth Rating for this company is 62 (best 1 - 100 worst), pointing to average earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The Tickeron Valuation Rating of 70 (best 1 - 100 worst) indicates that the company is slightly overvalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (2.441) is normal, around the industry mean (3.246). P/E Ratio (14.051) is within average values for comparable stocks, (27.022). Projected Growth (PEG Ratio) (0.791) is also within normal values, averaging (1.319). Dividend Yield (0.013) settles around the average of (0.081) among similar stocks. P/S Ratio (2.197) is also within normal values, averaging (15.798).
The Tickeron Seasonality Score of 75 (best 1 - 100 worst) indicates that the company is slightly overvalued in the industry. The Tickeron Seasonality score describes the variance of predictable price changes around the same period every calendar year. These changes can be tied to a specific month, quarter, holiday or vacation period, as well as a meteorological or growing season.
LPLA | RJF | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 50 | 27 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 81 Overvalued | 70 Overvalued | |
PROFIT vs RISK RATING 1..100 | 34 | 28 | |
SMR RATING 1..100 | 48 | 9 | |
PRICE GROWTH RATING 1..100 | 56 | 57 | |
P/E GROWTH RATING 1..100 | 32 | 62 | |
SEASONALITY SCORE 1..100 | 75 | 75 |
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 (70) in the Investment Banks Or Brokers industry is in the same range as LPLA (81). This means that RJF’s stock grew similarly to LPLA’s over the last 12 months.
RJF's Profit vs Risk Rating (28) in the Investment Banks Or Brokers industry is in the same range as LPLA (34). This means that RJF’s stock grew similarly to LPLA’s over the last 12 months.
RJF's SMR Rating (9) in the Investment Banks Or Brokers industry is somewhat better than the same rating for LPLA (48). This means that RJF’s stock grew somewhat faster than LPLA’s over the last 12 months.
LPLA's Price Growth Rating (56) in the Investment Banks Or Brokers industry is in the same range as RJF (57). This means that LPLA’s stock grew similarly to RJF’s over the last 12 months.
LPLA's P/E Growth Rating (32) in the Investment Banks Or Brokers industry is in the same range as RJF (62). This means that LPLA’s stock grew similarly to RJF’s over the last 12 months.
| LPLA | RJF | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 65% | 2 days ago 72% |
| Stochastic ODDS (%) | 2 days ago 67% | 2 days ago 65% |
| Momentum ODDS (%) | 2 days ago 72% | 2 days ago 57% |
| MACD ODDS (%) | 2 days ago 73% | 2 days ago 57% |
| TrendWeek ODDS (%) | 2 days ago 65% | 2 days ago 62% |
| TrendMonth ODDS (%) | 2 days ago 65% | 2 days ago 61% |
| Advances ODDS (%) | 9 days ago 67% | 3 days ago 59% |
| Declines ODDS (%) | 4 days ago 64% | 11 days ago 57% |
| BollingerBands ODDS (%) | 2 days ago 89% | 3 days ago 72% |
| Aroon ODDS (%) | 2 days ago 56% | 2 days ago 59% |
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 overvalued. 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 1 FA rating(s) are green while RJF’s FA Score has 2 green FA rating(s).
- LPLA’s FA Score: 1 green, 4 red.
- RJF’s FA Score: 2 green, 3 red.
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 5 TA indicator(s) are bullish while RJF’s TA Score has 5 bullish TA indicator(s).
- LPLA’s TA Score: 5 bullish, 5 bearish.
- RJF’s TA Score: 5 bullish, 5 bearish.
Price Growth
LPLA (@Investment Banks/Brokers) experienced а -3.00% price change this week, while RJF (@Investment Managers) price change was -1.01% for the same time period.
The average weekly price growth across all stocks in the @Investment Banks/Brokers industry was -7.83%. For the same industry, the average monthly price growth was -5.37%, and the average quarterly price growth was -15.74%.
The average weekly price growth across all stocks in the @Investment Managers industry was -3.10%. For the same industry, the average monthly price growth was -1.67%, and the average quarterly price growth was -4.06%.
Reported Earning Dates
LPLA is expected to report earnings on Oct 27, 2026.
RJF is expected to report earnings on Oct 28, 2026.
Industries' Descriptions
@Investment Banks/Brokers (-7.83% 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 (-3.10% 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.
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LPLA and
Correlation & Price change
A.I.dvisor indicates that over the last year, LPLA has been closely correlated with RJF. These tickers have moved in lockstep 71% of the time. This A.I.-generated data suggests there is a high statistical probability that if LPLA jumps, then RJF could also see price increases.
| Ticker / NAME | Correlation To LPLA | 1D Price Change % | ||
|---|---|---|---|---|
| LPLA | 100% | -2.01% | ||
| RJF - LPLA | 71% Closely correlated | -0.37% | ||
| SCHW - LPLA | 68% Closely correlated | -2.34% | ||
| NDAQ - LPLA | 55% Loosely correlated | +0.50% | ||
| MORN - LPLA | 52% Loosely correlated | -0.89% | ||
| MS - LPLA | 49% Loosely correlated | -0.84% | ||
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