LPLA
Price
$350.98
Change
-$4.98 (-1.40%)
Updated
Aug 15 closing price
Capitalization
28.08B
67 days until earnings call
MS
Price
$144.63
Change
-$3.88 (-2.61%)
Updated
Aug 15 closing price
Capitalization
230.88B
59 days until earnings call
Interact to see
Advertisement

LPLA vs MS

Header iconLPLA vs MS Comparison
Open Charts LPLA vs MSBanner chart's image
LPL Financial Holdings
Price$350.98
Change-$4.98 (-1.40%)
Volume$506.95K
Capitalization28.08B
Morgan Stanley
Price$144.63
Change-$3.88 (-2.61%)
Volume$4.99M
Capitalization230.88B
LPLA vs MS Comparison Chart in %
Loading...
LPLA
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
MS
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
View a ticker or compare two or three
VS
LPLA vs. MS commentary
Aug 18, 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 Hold and MS is a Hold.

Interact to see
Advertisement
COMPARISON
Comparison
Aug 18, 2025
Stock price -- (LPLA: $350.98 vs. MS: $144.63)
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: 67% vs. MS: 92%
Market capitalization -- LPLA: $28.08B vs. MS: $230.88B
LPLA [@Investment Banks/Brokers] is valued at $28.08B. MS’s [@Investment Banks/Brokers] market capitalization is $230.88B. 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 $10.15B.

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 4 green FA rating(s).

  • LPLA’s FA Score: 3 green, 2 red.
  • MS’s FA Score: 4 green, 1 red.
According to our system of comparison, MS 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 3 TA indicator(s) are bullish while MS’s TA Score has 4 bullish TA indicator(s).

  • LPLA’s TA Score: 3 bullish, 6 bearish.
  • MS’s TA Score: 4 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 -5.02% price change this week, while MS (@Investment Banks/Brokers) 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 +0.19%. For the same industry, the average monthly price growth was -0.30%, and the average quarterly price growth was +12.08%.

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 (+0.19% 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
Loading...
FUNDAMENTALS
Fundamentals
MS($231B) has a higher market cap than LPLA($28.1B). LPLA has higher P/E ratio than MS: LPLA (24.06) vs MS (16.38). MS YTD gains are higher at: 17.547 vs. LPLA (7.772). MS has more cash in the bank: 4.29B vs. LPLA (1.18B). LPLA has less debt than MS: LPLA (5.96B) vs MS (328B).
LPLAMSLPLA / MS
Capitalization28.1B231B12%
EBITDAN/AN/A-
Gain YTD7.77217.54744%
P/E Ratio24.0616.38147%
RevenueN/AN/A-
Total Cash1.18B4.29B27%
Total Debt5.96B328B2%
FUNDAMENTALS RATINGS
LPLA vs MS: Fundamental Ratings
LPLA
MS
OUTLOOK RATING
1..100
1216
VALUATION
overvalued / fair valued / undervalued
1..100
96
Overvalued
29
Undervalued
PROFIT vs RISK RATING
1..100
1114
SMR RATING
1..100
236
PRICE GROWTH RATING
1..100
5216
P/E GROWTH RATING
1..100
1852
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.

MS's Valuation (29) in the Investment Banks Or Brokers industry is significantly better than the same rating for LPLA (96). This means that MS’s stock grew significantly faster than LPLA’s over the last 12 months.

LPLA's Profit vs Risk Rating (11) in the Investment Banks Or Brokers industry is in the same range as MS (14). This means that LPLA’s stock grew similarly to MS’s over the last 12 months.

MS's SMR Rating (6) 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 (16) in the Investment Banks Or Brokers industry is somewhat better than the same rating for LPLA (52). This means that MS’s stock grew somewhat faster than LPLA’s over the last 12 months.

LPLA's P/E Growth Rating (18) in the Investment Banks Or Brokers industry is somewhat better than the same rating for MS (52). This means that LPLA’s stock grew somewhat faster than MS’s over the last 12 months.

TECHNICAL ANALYSIS
Technical Analysis
LPLAMS
RSI
ODDS (%)
N/A
Bearish Trend 3 days ago
68%
Stochastic
ODDS (%)
Bullish Trend 3 days ago
82%
Bearish Trend 3 days ago
59%
Momentum
ODDS (%)
Bearish Trend 3 days ago
50%
Bullish Trend 3 days ago
77%
MACD
ODDS (%)
Bearish Trend 3 days ago
60%
Bullish Trend 3 days ago
77%
TrendWeek
ODDS (%)
Bearish Trend 3 days ago
59%
Bullish Trend 3 days ago
67%
TrendMonth
ODDS (%)
Bearish Trend 3 days ago
60%
Bullish Trend 3 days ago
59%
Advances
ODDS (%)
Bullish Trend 7 days ago
72%
Bullish Trend 4 days ago
64%
Declines
ODDS (%)
Bearish Trend 17 days ago
58%
Bearish Trend 17 days ago
59%
BollingerBands
ODDS (%)
Bearish Trend 3 days ago
55%
Bearish Trend 3 days ago
57%
Aroon
ODDS (%)
Bullish Trend 3 days ago
71%
Bullish Trend 3 days ago
49%
View a ticker or compare two or three
Interact to see
Advertisement
LPLA
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
MS
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 %
KSTR15.020.21
+1.42%
KraneShares SSE STAR Market 50 ETF
IHE69.670.57
+0.82%
iShares US Pharmaceuticals ETF
AZNH47.220.34
+0.72%
ASTRAZENECA PLC ADRHEDGED AZNH
BMN24.150.02
+0.09%
BlackRock 2037 Municipal Target Term Trust
CGGO32.920.02
+0.06%
Capital Group Global Growth Equity ETF

LPLA and

Correlation & Price change

A.I.dvisor indicates that over the last year, LPLA has been closely correlated with SF. 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 SF could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To LPLA
1D Price
Change %
LPLA100%
-1.32%
SF - LPLA
71%
Closely correlated
-1.47%
RJF - LPLA
70%
Closely correlated
-0.82%
MS - LPLA
70%
Closely correlated
-2.61%
GS - LPLA
69%
Closely correlated
-2.21%
LAZ - LPLA
67%
Closely correlated
-2.37%
More

MS and

Correlation & Price change

A.I.dvisor indicates that over the last year, MS has been closely correlated with GS. These tickers have moved in lockstep 92% of the time. This A.I.-generated data suggests there is a high statistical probability that if MS jumps, then GS could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To MS
1D Price
Change %
MS100%
-2.61%
GS - MS
92%
Closely correlated
-2.21%
SF - MS
86%
Closely correlated
-1.47%
EVR - MS
86%
Closely correlated
-1.82%
JEF - MS
84%
Closely correlated
-2.37%
PIPR - MS
84%
Closely correlated
-1.74%
More