IBKR
Price
$146.03
Change
-$13.45 (-8.43%)
Updated
Apr 4, 04:59 PM (EDT)
Capitalization
11.96B
10 days until earnings call
LPLA
Price
$283.48
Change
-$29.27 (-9.36%)
Updated
Apr 4, 04:59 PM (EDT)
Capitalization
19.67B
19 days until earnings call
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IBKR vs LPLA

Header iconIBKR vs LPLA Comparison
Open Charts IBKR vs LPLABanner chart's image
Interactive Brokers Group
Price$146.03
Change-$13.45 (-8.43%)
Volume$25.22K
Capitalization11.96B
LPL Financial Holdings
Price$283.48
Change-$29.27 (-9.36%)
Volume$17.93K
Capitalization19.67B
IBKR vs LPLA Comparison Chart
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IBKR
Daily Signalchanged days ago
Gain/Loss if bought
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LPLA
Daily Signalchanged days ago
Gain/Loss if bought
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IBKR vs. LPLA commentary
Apr 05, 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 IBKR is a Hold and LPLA is a StrongBuy.

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COMPARISON
Comparison
Apr 05, 2025
Stock price -- (IBKR: $159.48 vs. LPLA: $312.75)
Brand notoriety: IBKR and LPLA are both not notable
Both companies represent the Investment Banks/Brokers industry
Current volume relative to the 65-day Moving Average: IBKR: 95% vs. LPLA: 322%
Market capitalization -- IBKR: $11.96B vs. LPLA: $19.67B
IBKR [@Investment Banks/Brokers] is valued at $11.96B. LPLA’s [@Investment Banks/Brokers] market capitalization is $19.67B. 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 $11.87B.

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).

IBKR’s FA Score shows that 2 FA rating(s) are green whileLPLA’s FA Score has 3 green FA rating(s).

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

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.

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

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

Price Growth

IBKR (@Investment Banks/Brokers) experienced а -5.63% price change this week, while LPLA (@Investment Banks/Brokers) price change was -6.13% for the same time period.

The average weekly price growth across all stocks in the @Investment Banks/Brokers industry was -5.42%. For the same industry, the average monthly price growth was -8.70%, and the average quarterly price growth was +138.32%.

Reported Earning Dates

IBKR is expected to report earnings on Apr 15, 2025.

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

Industries' Descriptions

@Investment Banks/Brokers (-5.42% 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
LPLA($19.7B) has a higher market cap than IBKR($12B). IBKR (19.76) and LPLA (19.46) have similar P/E ratio . LPLA YTD gains are higher at: -4.122 vs. IBKR (-10.770). IBKR has higher annual earnings (EBITDA): 6.6B vs. LPLA (1.99B). IBKR has more cash in the bank: 3.75B vs. LPLA (466M). IBKR has less debt than LPLA: IBKR (17M) vs LPLA (3.96B). LPLA has higher revenues than IBKR: LPLA (10.1B) vs IBKR (7.79B).
IBKRLPLAIBKR / LPLA
Capitalization12B19.7B61%
EBITDA6.6B1.99B333%
Gain YTD-10.770-4.122261%
P/E Ratio19.7619.46102%
Revenue7.79B10.1B77%
Total Cash3.75B466M805%
Total Debt17M3.96B0%
FUNDAMENTALS RATINGS
IBKR vs LPLA: Fundamental Ratings
IBKR
LPLA
OUTLOOK RATING
1..100
6715
VALUATION
overvalued / fair valued / undervalued
1..100
99
Overvalued
89
Overvalued
PROFIT vs RISK RATING
1..100
187
SMR RATING
1..100
4724
PRICE GROWTH RATING
1..100
5546
P/E GROWTH RATING
1..100
2224
SEASONALITY SCORE
1..100
n/a50

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 IBKR (99). This means that LPLA’s stock grew similarly to IBKR’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 IBKR (18). This means that LPLA’s stock grew similarly to IBKR’s over the last 12 months.

LPLA's SMR Rating (24) in the Investment Banks Or Brokers industry is in the same range as IBKR (47). This means that LPLA’s stock grew similarly to IBKR’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 IBKR (55). This means that LPLA’s stock grew similarly to IBKR’s over the last 12 months.

IBKR's P/E Growth Rating (22) in the Investment Banks Or Brokers industry is in the same range as LPLA (24). This means that IBKR’s stock grew similarly to LPLA’s over the last 12 months.

TECHNICAL ANALYSIS
Technical Analysis
IBKRLPLA
RSI
ODDS (%)
Bullish Trend 5 days ago
72%
Bullish Trend 5 days ago
73%
Stochastic
ODDS (%)
Bullish Trend 5 days ago
79%
Bearish Trend 5 days ago
57%
Momentum
ODDS (%)
Bullish Trend 5 days ago
79%
Bullish Trend 5 days ago
84%
MACD
ODDS (%)
Bullish Trend 5 days ago
62%
Bullish Trend 5 days ago
70%
TrendWeek
ODDS (%)
Bearish Trend 5 days ago
58%
Bearish Trend 5 days ago
57%
TrendMonth
ODDS (%)
Bearish Trend 5 days ago
60%
Bearish Trend 5 days ago
56%
Advances
ODDS (%)
Bullish Trend 5 days ago
76%
Bullish Trend 12 days ago
72%
Declines
ODDS (%)
Bearish Trend 9 days ago
52%
Bearish Trend 27 days ago
55%
BollingerBands
ODDS (%)
Bullish Trend 5 days ago
72%
Bullish Trend 5 days ago
81%
Aroon
ODDS (%)
Bearish Trend 5 days ago
67%
N/A
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IBKR
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
LPLA
Daily Signalchanged days ago
Gain/Loss if bought
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IBKR and

Correlation & Price change

A.I.dvisor indicates that over the last year, IBKR has been loosely correlated with HOOD. These tickers have moved in lockstep 59% of the time. This A.I.-generated data suggests there is some statistical probability that if IBKR jumps, then HOOD could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To IBKR
1D Price
Change %
IBKR100%
-8.51%
HOOD - IBKR
59%
Loosely correlated
-10.36%
EVR - IBKR
58%
Loosely correlated
-15.48%
GS - IBKR
57%
Loosely correlated
-9.21%
LPLA - IBKR
54%
Loosely correlated
-7.58%
MS - IBKR
54%
Loosely correlated
-9.51%
More

LPLA and

Correlation & Price change

A.I.dvisor indicates that over the last year, LPLA has been loosely correlated with RJF. These tickers have moved in lockstep 65% of the time. This A.I.-generated data suggests there is some statistical probability that if LPLA jumps, then RJF could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To LPLA
1D Price
Change %
LPLA100%
-7.58%
RJF - LPLA
65%
Loosely correlated
-8.18%
SF - LPLA
63%
Loosely correlated
-10.87%
GS - LPLA
54%
Loosely correlated
-9.21%
MS - LPLA
54%
Loosely correlated
-9.51%
SCHW - LPLA
53%
Loosely correlated
-4.73%
More