LPLA
Price
$381.46
Change
-$3.59 (-0.93%)
Updated
May 15, 04:59 PM (EDT)
Capitalization
19.67B
70 days until earnings call
MS
Price
$132.58
Change
+$1.54 (+1.18%)
Updated
May 15, 04:59 PM (EDT)
Capitalization
153.98B
62 days until earnings call
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LPLA vs MS

Header iconLPLA vs MS Comparison
Open Charts LPLA vs MSBanner chart's image
LPL Financial Holdings
Price$381.46
Change-$3.59 (-0.93%)
Volume$11.12K
Capitalization19.67B
Morgan Stanley
Price$132.58
Change+$1.54 (+1.18%)
Volume$44.08K
Capitalization153.98B
LPLA vs MS Comparison Chart
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LPLA
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
MS
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
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VS
LPLA vs. MS commentary
May 16, 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 Buy and MS is a StrongBuy.

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COMPARISON
Comparison
May 16, 2025
Stock price -- (LPLA: $385.05 vs. MS: $131.04)
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: 53% vs. MS: 75%
Market capitalization -- LPLA: $19.67B vs. MS: $153.98B
LPLA [@Investment Banks/Brokers] is valued at $19.67B. MS’s [@Investment Banks/Brokers] market capitalization is $153.98B. 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 $12.02B.

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 2 green FA rating(s).

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

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 6 TA indicator(s) are bullish while MS’s TA Score has 6 bullish TA indicator(s).

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

Price Growth

LPLA (@Investment Banks/Brokers) experienced а +15.09% price change this week, while MS (@Investment Banks/Brokers) price change was +10.03% for the same time period.

The average weekly price growth across all stocks in the @Investment Banks/Brokers industry was +4.46%. For the same industry, the average monthly price growth was +17.92%, and the average quarterly price growth was +124.21%.

Reported Earning Dates

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

MS is expected to report earnings on Jul 16, 2025.

Industries' Descriptions

@Investment Banks/Brokers (+4.46% 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
MS($154B) has a higher market cap than LPLA($19.7B). LPLA has higher P/E ratio than MS: LPLA (19.46) vs MS (18.06). LPLA YTD gains are higher at: 18.043 vs. MS (5.767). MS has more cash in the bank: 4.29B vs. LPLA (466M). LPLA has less debt than MS: LPLA (3.96B) vs MS (276B). MS has higher revenues than LPLA: MS (50.7B) vs LPLA (10.1B).
LPLAMSLPLA / MS
Capitalization19.7B154B13%
EBITDA1.99BN/A-
Gain YTD18.0435.767313%
P/E Ratio19.4618.06108%
Revenue10.1B50.7B20%
Total Cash466M4.29B11%
Total Debt3.96B276B1%
FUNDAMENTALS RATINGS
LPLA vs MS: Fundamental Ratings
LPLA
MS
OUTLOOK RATING
1..100
3027
VALUATION
overvalued / fair valued / undervalued
1..100
90
Overvalued
100
Overvalued
PROFIT vs RISK RATING
1..100
512
SMR RATING
1..100
235
PRICE GROWTH RATING
1..100
4043
P/E GROWTH RATING
1..100
1969
SEASONALITY SCORE
1..100
4250

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 (90) in the Investment Banks Or Brokers industry is in the same range as MS (100). This means that LPLA’s stock grew similarly to MS’s over the last 12 months.

LPLA's Profit vs Risk Rating (5) in the Investment Banks Or Brokers industry is in the same range as MS (12). This means that LPLA’s stock grew similarly to MS’s over the last 12 months.

MS's SMR Rating (5) 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.

LPLA's Price Growth Rating (40) in the Investment Banks Or Brokers industry is in the same range as MS (43). This means that LPLA’s stock grew similarly to MS’s over the last 12 months.

LPLA's P/E Growth Rating (19) in the Investment Banks Or Brokers industry is somewhat better than the same rating for MS (69). This means that LPLA’s stock grew somewhat faster than MS’s over the last 12 months.

TECHNICAL ANALYSIS
Technical Analysis
LPLAMS
RSI
ODDS (%)
Bearish Trend 2 days ago
42%
Bearish Trend 2 days ago
51%
Stochastic
ODDS (%)
Bearish Trend 2 days ago
48%
Bearish Trend 2 days ago
60%
Momentum
ODDS (%)
Bullish Trend 2 days ago
83%
Bullish Trend 2 days ago
60%
MACD
ODDS (%)
Bullish Trend 2 days ago
76%
Bullish Trend 2 days ago
63%
TrendWeek
ODDS (%)
Bullish Trend 2 days ago
73%
Bullish Trend 2 days ago
67%
TrendMonth
ODDS (%)
Bullish Trend 2 days ago
74%
Bullish Trend 2 days ago
59%
Advances
ODDS (%)
Bullish Trend 2 days ago
71%
Bullish Trend 2 days ago
65%
Declines
ODDS (%)
Bearish Trend 25 days ago
56%
Bearish Trend 10 days ago
58%
BollingerBands
ODDS (%)
Bearish Trend 2 days ago
51%
Bearish Trend 2 days ago
49%
Aroon
ODDS (%)
Bullish Trend 2 days ago
70%
Bullish Trend 2 days ago
47%
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LPLA
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
MS
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 RJF. 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 RJF could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To LPLA
1D Price
Change %
LPLA100%
+0.54%
RJF - LPLA
73%
Closely correlated
-0.56%
SF - LPLA
70%
Closely correlated
-0.22%
MS - LPLA
66%
Loosely correlated
+1.31%
GS - LPLA
64%
Loosely correlated
+1.29%
SCHW - LPLA
62%
Loosely correlated
+1.09%
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 91% 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%
+1.31%
GS - MS
91%
Closely correlated
+1.29%
EVR - MS
86%
Closely correlated
+1.74%
SF - MS
85%
Closely correlated
-0.22%
PIPR - MS
83%
Closely correlated
-0.98%
JEF - MS
82%
Closely correlated
-0.24%
More