LPLA
Price
$340.52
Change
+$4.00 (+1.19%)
Updated
Sep 26 closing price
Capitalization
27.24B
26 days until earnings call
SF
Price
$114.66
Change
+$2.74 (+2.45%)
Updated
Sep 26 closing price
Capitalization
11.72B
25 days until earnings call
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LPLA vs SF

Header iconLPLA vs SF Comparison
Open Charts LPLA vs SFBanner chart's image
LPL Financial Holdings
Price$340.52
Change+$4.00 (+1.19%)
Volume$480.7K
Capitalization27.24B
Stifel Financial
Price$114.66
Change+$2.74 (+2.45%)
Volume$1.31M
Capitalization11.72B
LPLA vs SF Comparison Chart in %
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LPLA
Daily Signalchanged days ago
Gain/Loss if bought
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SF
Daily Signalchanged days ago
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LPLA vs. SF commentary
Sep 27, 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 SF is a StrongBuy.

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COMPARISON
Comparison
Sep 27, 2025
Stock price -- (LPLA: $340.52 vs. SF: $114.66)
Brand notoriety: LPLA and SF are both not notable
Both companies represent the Investment Banks/Brokers industry
Current volume relative to the 65-day Moving Average: LPLA: 53% vs. SF: 172%
Market capitalization -- LPLA: $27.24B vs. SF: $11.72B
LPLA [@Investment Banks/Brokers] is valued at $27.24B. SF’s [@Investment Banks/Brokers] market capitalization is $11.72B. 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 $10.54B.

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 whileSF’s FA Score has 4 green FA rating(s).

  • LPLA’s FA Score: 3 green, 2 red.
  • SF’s FA Score: 4 green, 1 red.
According to our system of comparison, SF 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 5 TA indicator(s) are bullish while SF’s TA Score has 4 bullish TA indicator(s).

  • LPLA’s TA Score: 5 bullish, 3 bearish.
  • SF’s TA Score: 4 bullish, 3 bearish.
According to our system of comparison, LPLA is a better buy in the short-term than SF.

Price Growth

LPLA (@Investment Banks/Brokers) experienced а +1.42% price change this week, while SF (@Investment Banks/Brokers) price change was -0.30% for the same time period.

The average weekly price growth across all stocks in the @Investment Banks/Brokers industry was -0.96%. For the same industry, the average monthly price growth was +11.97%, and the average quarterly price growth was +64.54%.

Reported Earning Dates

LPLA is expected to report earnings on Oct 23, 2025.

SF is expected to report earnings on Oct 22, 2025.

Industries' Descriptions

@Investment Banks/Brokers (-0.96% 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($27.2B) has a higher market cap than SF($11.7B). LPLA (23.34) and SF (22.22) have similar P/E ratio . SF YTD gains are higher at: 9.528 vs. LPLA (4.560). SF has less debt than LPLA: SF (1.55B) vs LPLA (7.34B). LPLA has higher revenues than SF: LPLA (14.1B) vs SF (5.06B).
LPLASFLPLA / SF
Capitalization27.2B11.7B232%
EBITDA2.34BN/A-
Gain YTD4.5609.52848%
P/E Ratio23.3422.22105%
Revenue14.1B5.06B279%
Total Cash4.31BN/A-
Total Debt7.34B1.55B472%
FUNDAMENTALS RATINGS
LPLA vs SF: Fundamental Ratings
LPLA
SF
OUTLOOK RATING
1..100
6462
VALUATION
overvalued / fair valued / undervalued
1..100
95
Overvalued
33
Fair valued
PROFIT vs RISK RATING
1..100
1422
SMR RATING
1..100
3312
PRICE GROWTH RATING
1..100
5749
P/E GROWTH RATING
1..100
2236
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.

SF's Valuation (33) in the Investment Banks Or Brokers industry is somewhat better than the same rating for LPLA (95). This means that SF’s stock grew somewhat faster than LPLA’s over the last 12 months.

LPLA's Profit vs Risk Rating (14) in the Investment Banks Or Brokers industry is in the same range as SF (22). This means that LPLA’s stock grew similarly to SF’s over the last 12 months.

SF's SMR Rating (12) in the Investment Banks Or Brokers industry is in the same range as LPLA (33). This means that SF’s stock grew similarly to LPLA’s over the last 12 months.

SF's Price Growth Rating (49) in the Investment Banks Or Brokers industry is in the same range as LPLA (57). This means that SF’s stock grew similarly to LPLA’s over the last 12 months.

LPLA's P/E Growth Rating (22) in the Investment Banks Or Brokers industry is in the same range as SF (36). This means that LPLA’s stock grew similarly to SF’s over the last 12 months.

TECHNICAL ANALYSIS
Technical Analysis
LPLASF
RSI
ODDS (%)
Bullish Trend 2 days ago
65%
N/A
Stochastic
ODDS (%)
Bullish Trend 2 days ago
80%
Bullish Trend 2 days ago
64%
Momentum
ODDS (%)
Bearish Trend 2 days ago
66%
Bearish Trend 2 days ago
65%
MACD
ODDS (%)
Bullish Trend 2 days ago
87%
Bearish Trend 2 days ago
60%
TrendWeek
ODDS (%)
Bearish Trend 2 days ago
60%
Bearish Trend 2 days ago
60%
TrendMonth
ODDS (%)
Bearish Trend 2 days ago
62%
Bearish Trend 2 days ago
64%
Advances
ODDS (%)
Bullish Trend 4 days ago
71%
Bullish Trend 9 days ago
67%
Declines
ODDS (%)
Bearish Trend 10 days ago
58%
Bearish Trend 2 days ago
60%
BollingerBands
ODDS (%)
Bullish Trend 2 days ago
68%
N/A
Aroon
ODDS (%)
Bearish Trend 2 days ago
65%
Bullish Trend 2 days ago
67%
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LPLA
Daily Signalchanged days ago
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SF
Daily Signalchanged days ago
Gain/Loss if bought
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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 72% 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%
+1.19%
SF - LPLA
72%
Closely correlated
+2.45%
RJF - LPLA
70%
Closely correlated
+2.21%
MS - LPLA
70%
Closely correlated
+0.73%
GS - LPLA
69%
Closely correlated
+0.98%
LAZ - LPLA
67%
Closely correlated
+0.43%
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SF and

Correlation & Price change

A.I.dvisor indicates that over the last year, SF has been closely correlated with GS. These tickers have moved in lockstep 88% of the time. This A.I.-generated data suggests there is a high statistical probability that if SF jumps, then GS could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SF
1D Price
Change %
SF100%
+2.45%
GS - SF
88%
Closely correlated
+0.98%
EVR - SF
87%
Closely correlated
+1.33%
RJF - SF
87%
Closely correlated
+2.21%
MS - SF
86%
Closely correlated
+0.73%
PIPR - SF
85%
Closely correlated
+0.88%
More