LPL Financial [LPLA] vs Morgan Stanley [MS] Detailed Stock Comparison

LPL Financial

NASDAQ
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Morgan Stanley

NYSE
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TLDR: Quick Comparison Summary

Based on 20 vital metrics comparison: LPL Financial wins in 9 metrics, Morgan Stanley wins in 9 metrics, with 0 ties. Both stocks appear equally matched on key metrics.

View Metrics Details

Vital Metrics Comparison

MetricLPL FinancialMorgan StanleyBetter
P/E Ratio (TTM)21.5917.83Morgan Stanley
Price-to-Book Ratio4.962.56Morgan Stanley
Debt-to-Equity Ratio146.77438.54LPL Financial
PEG Ratio4.401.10Morgan Stanley
EV/EBITDA12.67N/AN/A
Profit Margin (TTM)8.13%22.49%Morgan Stanley
Operating Margin (TTM)11.81%34.12%Morgan Stanley
EBITDA Margin (TTM)11.81%34.12%Morgan Stanley
Return on Equity29.46%14.13%LPL Financial
Return on Assets (TTM)7.72%1.16%LPL Financial
Free Cash Flow (TTM)$-284.94M$-2.10BLPL Financial
Dividend Yield0.40%2.15%Morgan Stanley
1-Year Return25.83%43.12%Morgan Stanley
Price-to-Sales Ratio (TTM)1.833.83LPL Financial
Enterprise Value$26.74B$178.59BMorgan Stanley
EV/Revenue Ratio1.942.72LPL Financial
Gross Profit Margin (TTM)25.80%N/AN/A
Revenue per Share (TTM)$181$41LPL Financial
Earnings per Share (Diluted)$14.58$8.84LPL Financial
Beta (Stock Volatility)0.611.32LPL Financial
Performance
News Sentiment
Key Stats
Valuation
Financials
Short Interest
Dividends

LPL Financial vs Morgan Stanley Stock Performance Analysis

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LPL Financial
Morgan Stanley
LPL Financial Stock Overview | Morgan Stanley Stock Overview

Performance Comparison

Short-term Returns

Stock1D1W1M3M6MYTD
LPL Financial1.71%-8.34%-8.32%-18.01%8.45%-4.82%
Morgan Stanley-1.33%-1.90%6.25%9.98%56.65%26.69%

Long-term Returns

Stock1Y3Y5Y10Y15Y20Y
LPL Financial25.83%30.87%273.64%708.13%857.61%857.61%
Morgan Stanley43.12%109.95%204.90%365.66%531.85%202.85%

News Based Sentiment: LPL Financial vs Morgan Stanley

LPL Financial

News based Sentiment: MIXED

October was a month of contrasting signals for LPL Financial. While the company demonstrated impressive asset growth and continued to attract advisors, analyst ratings were mixed, reflecting uncertainty about the integration of Commonwealth Financial Network and its impact on near-term growth. This creates a nuanced investment picture.

View LPL Financial News Sentiment Analysis

Morgan Stanley

News based Sentiment: MIXED

October was a month of strategic positioning for Morgan Stanley, with expansions into cryptocurrency and investments in advisor education. While analyst sentiment is mixed and institutional ownership shows some bearish signals, the firm is proactively adapting to market changes, making it a significant month for investors to watch.

View Morgan Stanley News Sentiment Analysis

Performance & Financial Health Analysis: LPL Financial vs Morgan Stanley

MetricLPLAMS
Market Information
Market Cap i$27.05B$251.57B
Market Cap CategoryLarge capMega cap
10 Day Avg. Volume i903,0105,110,020
90 Day Avg. Volume i950,0275,282,273
Last Close$317.52$155.98
52 Week Range$236.59 - $403.58$94.33 - $163.98
% from 52W High-21.32%-4.88%
All-Time High$403.58 (Jul 31, 2025)$163.98 (Sep 23, 2025)
% from All-Time High-21.32%-4.88%
Growth Metrics
Quarterly Revenue Growth0.30%0.11%
Quarterly Earnings Growth0.12%0.15%
Financial Health
Profit Margin (TTM) i0.08%0.22%
Operating Margin (TTM) i0.12%0.34%
Return on Equity (TTM) i0.29%0.14%
Debt to Equity (MRQ) i146.77438.54
Cash & Liquidity
Book Value per Share (MRQ)$63.43$61.59
Cash per Share (MRQ)$73.58$352.68
Operating Cash Flow (TTM) i$563.67M$-17,670,000,640
Levered Free Cash Flow (TTM) i$1.06B$12.80B
Dividends
Last 12-Month Dividend Yield i0.40%2.15%
Last 12-Month Dividend i$1.50$2.79

Valuation & Enterprise Metrics Analysis: LPL Financial vs Morgan Stanley

MetricLPLAMS
Price Ratios
P/E Ratio (TTM) i21.5917.83
Forward P/E i16.9419.87
PEG Ratio i4.401.10
Price to Sales (TTM) i1.833.83
Price to Book (MRQ) i4.962.56
Market Capitalization
Market Capitalization i$27.05B$251.57B
Enterprise Value i$26.74B$178.59B
Enterprise Value Metrics
Enterprise to Revenue i1.942.72
Enterprise to EBITDA i12.67N/A
Risk & Other Metrics
Beta i0.611.32
Book Value per Share (MRQ) i$63.43$61.59

Financial Statements Comparison: LPL Financial vs Morgan Stanley

Financial Metrics

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Revenue

EBITDA

Shareholders Equity

Operating Margin

Free Cash Flow

Long Term Debt

Profit Margin

Current Ratio

Operating Cash Flow

Income Statement (MRQ)

Metric (MRQ)LPLAMS
Revenue/Sales i$3.67B$16.52B
Cost of Goods Sold i$2.70BN/A
Gross Profit i$966.40MN/A
Research & Development iN/AN/A
Operating Income (EBIT) i$503.12MN/A
EBITDA i$638.99MN/A
Pre-Tax Income i$417.25M$5.54B
Income Tax i$98.68M$1.17B
Net Income (Profit) i$318.57M$4.37B

Balance Sheet & Liquidity Metrics (MRQ)

Metric (MRQ)LPLAMS
Cash & Equivalents i$1.23B$60.84B
Total Current Assets i$7.34BN/A
Total Current Liabilities i$3.35BN/A
Long-Term Debt i$5.96B$303.93B
Total Shareholders Equity i$3.12B$107.85B
Retained Earnings i$5.37B$107.65B
Property, Plant & Equipment i$1.37BN/A

Cash Flow Statement Comparison (MRQ)

Metric (MRQ)LPLAMS
Operating Cash Flow i$271.04M$-67.29B
Capital Expenditures iN/A$-713.00M
Free Cash Flow i$220.34M$-24.69B
Debt Repayment i$-1.12B$-20.85B
Common Stock Repurchase i$-100.24M$-2.03B

Short Interest & Institutional Ownership Analysis

MetricLPLAMS
Shares Short i2.18M16.22M
Short Ratio i2.693.52
Short % of Float i0.03%0.01%
Average Daily Volume (10 Day) i903,0105,110,020
Average Daily Volume (90 Day) i950,0275,282,273
Shares Outstanding i74.66M1.61B
Float Shares i79.46M1.21B
% Held by Insiders i0.01%0.24%
% Held by Institutions i1.01%0.63%

Dividend Analysis & Yield Comparison: LPL Financial vs Morgan Stanley

MetricLPLAMS
Last 12-Month Dividend i$1.50$2.79
Last 12-Month Dividend Yield i0.40%2.15%
3-Year Avg Annual Dividend i$1.27$3.10
3-Year Avg Dividend Yield i0.11%0.90%
3-Year Total Dividends i$3.80$9.31
Ex-Dividend DateAug 15, 2025Jan 31, 2025