LPLA
Price
$350.64
Change
+$2.93 (+0.84%)
Updated
Sep 12 closing price
Capitalization
28.05B
40 days until earnings call
RJF
Price
$170.27
Change
-$0.81 (-0.47%)
Updated
Sep 12 closing price
Capitalization
33.95B
45 days until earnings call
Interact to see
Advertisement

LPLA vs RJF

Header iconLPLA vs RJF Comparison
Open Charts LPLA vs RJFBanner chart's image
LPL Financial Holdings
Price$350.64
Change+$2.93 (+0.84%)
Volume$589.14K
Capitalization28.05B
Raymond James Financial
Price$170.27
Change-$0.81 (-0.47%)
Volume$1.19M
Capitalization33.95B
LPLA vs RJF Comparison Chart in %
Loading...
LPLA
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
RJF
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
View a ticker or compare two or three
VS
LPLA vs. RJF commentary
Sep 13, 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.

Interact to see
Advertisement
COMPARISON
Comparison
Sep 13, 2025
Stock price -- (LPLA: $350.64 vs. RJF: $170.27)
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: 68% vs. RJF: 121%
Market capitalization -- LPLA: $28.05B vs. RJF: $33.95B
LPLA [@Investment Banks/Brokers] is valued at $28.05B. RJF’s [@Investment Managers] market capitalization is $33.95B. 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 $173.96B to $0. The average market capitalization across the [@Investment Banks/Brokers] industry is $10.69B. The average market capitalization across the [@Investment Managers] industry is $7.53B.

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 3 green FA rating(s).

  • LPLA’s FA Score: 3 green, 2 red.
  • RJF’s FA Score: 3 green, 2 red.
According to our system of comparison, both LPLA and RJF are a good buy in the long-term.

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 4 bullish TA indicator(s).

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

Price Growth

LPLA (@Investment Banks/Brokers) experienced а +5.30% price change this week, while RJF (@Investment Managers) price change was +2.88% for the same time period.

The average weekly price growth across all stocks in the @Investment Banks/Brokers industry was +7.47%. For the same industry, the average monthly price growth was +6.82%, and the average quarterly price growth was +56.29%.

The average weekly price growth across all stocks in the @Investment Managers industry was +2.17%. For the same industry, the average monthly price growth was +3.07%, and the average quarterly price growth was +23.02%.

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 (+7.47% 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 (+2.17% 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
Loading...
FUNDAMENTALS
Fundamentals
RJF($33.9B) has a higher market cap than LPLA($28.1B). LPLA has higher P/E ratio than RJF: LPLA (23.83) vs RJF (16.77). RJF YTD gains are higher at: 10.730 vs. LPLA (7.668). 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
Capitalization28.1B33.9B83%
EBITDA2.34BN/A-
Gain YTD7.66810.73071%
P/E Ratio23.8316.77142%
Revenue14.1B13.6B104%
Total Cash4.31B2.61B165%
Total Debt7.34B2.89B254%
FUNDAMENTALS RATINGS
LPLA vs RJF: Fundamental Ratings
LPLA
RJF
OUTLOOK RATING
1..100
7365
VALUATION
overvalued / fair valued / undervalued
1..100
50
Fair valued
50
Fair valued
PROFIT vs RISK RATING
1..100
1214
SMR RATING
1..100
3310
PRICE GROWTH RATING
1..100
5050
P/E GROWTH RATING
1..100
1725
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.

LPLA's Valuation (50) in the Investment Banks Or Brokers industry is in the same range as RJF (50). This means that LPLA’s stock grew similarly to RJF’s over the last 12 months.

LPLA's Profit vs Risk Rating (12) in the Investment Banks Or Brokers industry is in the same range as RJF (14). 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 (50) in the Investment Banks Or Brokers industry is in the same range as LPLA (50). 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 (25). 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
61%
N/A
Stochastic
ODDS (%)
Bullish Trend 2 days ago
80%
Bearish Trend 2 days ago
50%
Momentum
ODDS (%)
Bearish Trend 2 days ago
62%
Bullish Trend 2 days ago
68%
MACD
ODDS (%)
Bearish Trend 2 days ago
57%
Bullish Trend 2 days ago
73%
TrendWeek
ODDS (%)
Bullish Trend 2 days ago
73%
Bullish Trend 2 days ago
68%
TrendMonth
ODDS (%)
Bearish Trend 2 days ago
61%
Bullish Trend 2 days ago
65%
Advances
ODDS (%)
Bullish Trend 2 days ago
71%
Bullish Trend 3 days ago
64%
Declines
ODDS (%)
Bearish Trend 11 days ago
58%
Bearish Trend 11 days ago
57%
BollingerBands
ODDS (%)
Bullish Trend 2 days ago
79%
N/A
Aroon
ODDS (%)
Bearish Trend 2 days ago
68%
Bullish Trend 2 days ago
63%
View a ticker or compare two or three
Interact to see
Advertisement
LPLA
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
RJF
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
SPAQ104.01N/A
N/A
Horizon Kinetics SPAC Active ETF
CEMB46.20-0.02
-0.04%
iShares JP Morgan EM Corporate Bond ETF
FTRI15.28-0.03
-0.17%
First Trust Indxx Glbl Natrl Res Inc ETF
SYFI36.09-0.09
-0.25%
AB Short Duration High Yield ETF
COWG36.00-0.20
-0.55%
Pacer US Large Cp CA Cows Gr Ldrs ETF

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%
+0.84%
IBKR - LPLA
73%
Closely correlated
+0.57%
RJF - LPLA
71%
Closely correlated
-0.47%
MS - LPLA
71%
Closely correlated
-0.06%
SF - LPLA
71%
Closely correlated
-0.03%
GS - LPLA
71%
Closely correlated
-0.60%
More