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

LPL Financial Holdings Inc.

NASDAQ
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Morgan Stanley

NYSE
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TLDR: Quick Comparison Summary

Based on 21 vital metrics comparison: LPL Financial Holdings Inc. wins in 8 metrics, Morgan Stanley wins in 11 metrics, with 0 ties. Morgan Stanley appears stronger overall.

View Metrics Details

Vital Metrics Comparison

Metric LPL Financial Holdings Inc. Morgan Stanley Better
P/E Ratio (TTM) 29.86 17.31 Morgan Stanley
Price-to-Book Ratio 4.88 2.97 Morgan Stanley
Debt-to-Equity Ratio 141.66 455.75 LPL Financial Holdings Inc.
PEG Ratio 7.72 0.53 Morgan Stanley
EV/EBITDA 14.11 N/A N/A
Profit Margin (TTM) 5.20% 24.75% Morgan Stanley
Operating Margin (TTM) 10.07% 40.62% Morgan Stanley
EBITDA Margin (TTM) 10.07% 40.62% Morgan Stanley
Return on Equity 20.86% 14.42% LPL Financial Holdings Inc.
Return on Assets (TTM) 5.43% 1.14% LPL Financial Holdings Inc.
Free Cash Flow (TTM) $-981.78M $-20.79B LPL Financial Holdings Inc.
Dividend Yield 0.39% 2.15% Morgan Stanley
1-Year Return -20.96% 65.29% Morgan Stanley
Price-to-Sales Ratio (TTM) 1.58 4.15 LPL Financial Holdings Inc.
Enterprise Value $30.80B $225.65B Morgan Stanley
EV/Revenue Ratio 1.86 3.08 LPL Financial Holdings Inc.
Gross Profit Margin (TTM) 23.67% N/A N/A
Revenue per Share (TTM) $211 $47 LPL Financial Holdings Inc.
Earnings per Share (Diluted) $10.91 $11.04 Morgan Stanley
Beta (Stock Volatility) 0.57 1.18 LPL Financial Holdings Inc.
Short % of Float 4.68% 0.00% Morgan Stanley

LPL Financial Holdings Inc. vs Morgan Stanley Stock Performance Analysis

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LPLA
MS

Performance Comparison

Short-term Returns

Stock1D1W1M3M6MYTD
LPL Financial Holdings Inc.-0.11%4.09%-1.47%3.97%-20.92%-18.34%
Morgan Stanley1.84%2.70%13.23%40.00%22.61%19.84%

Long-term Returns

Stock1Y3Y5Y10Y15Y20Y
LPL Financial Holdings Inc.-20.96%41.48%119.64%1,117.21%758.73%806.93%
Morgan Stanley65.29%142.98%154.54%745.67%837.54%275.57%

Performance & Financial Health Analysis: LPL Financial Holdings Inc. vs Morgan Stanley

MetricLPLAMS
Market Information
Market Cap i$25.74B$299.55B
Market Cap CategoryLarge capMega cap
10 Day Avg. Volume i785,0556,501,123
90 Day Avg. Volume i945,0356,965,138
Last Close$295.32$217.98
52 Week Range$260.15 - $403.58$129.66 - $220.60
% from 52W High-26.82%-1.19%
All-Time High$403.58 (Jul 31, 2025)$220.60 (Jun 15, 2026)
% from All-Time High-26.82%-1.19%
Growth Metrics
Quarterly Revenue Growth0.42%0.16%
Quarterly Earnings Growth0.11%0.29%
Financial Health
Profit Margin (TTM) i0.05%0.25%
Operating Margin (TTM) i0.10%0.41%
Return on Equity (TTM) i0.21%0.14%
Debt to Equity (MRQ) i141.66455.75
Cash & Liquidity
Book Value per Share (MRQ)$66.76$64.37
Cash per Share (MRQ)$35.78$379.99
Operating Cash Flow (TTM) i$-411,404,000$-95,740,000,000
Levered Free Cash Flow (TTM) i$863.02M$16.25B
Dividends
Last 12-Month Dividend Yield i0.39%2.15%
Last 12-Month Dividend i$1.50$3.93

Valuation & Enterprise Metrics Analysis: LPL Financial Holdings Inc. vs Morgan Stanley

MetricLPLA (Apr 24, 2026)MS (Apr 24, 2026)
Price Ratios
P/E Ratio (TTM) i29.8617.31
Forward P/E i11.5315.16
PEG Ratio i7.720.53
Price to Sales (TTM) i1.584.15
Price to Book (MRQ) i4.882.97
Market Capitalization
Market Capitalization i$25.74B$299.55B
Enterprise Value i$30.80B$225.65B
Enterprise Value Metrics
Enterprise to Revenue i1.863.08
Enterprise to EBITDA i14.11N/A
Risk & Other Metrics
Beta i0.571.18
Book Value per Share (MRQ) i$66.76$64.37

Financial Statements Comparison: LPL Financial Holdings Inc. vs Morgan Stanley

Financial Metrics

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Revenue

Operating Margin

Profit Margin

Long Term Debt

Income Flow Analysis

Financial Statements Comparison

Income Statement

MetricLPLA (2025)MS (2025)
Revenue/Sales i16.99B65.97B
Cost of Goods Sold i12.97BN/A
COGS % of Revenue i76.3%0.0%
Gross Profit i4.02BN/A
Gross Margin i23.7%0.0%
Research & Development iN/AN/A
Operating Income (EBIT) i1.55BN/A
Operating Margin i9.1%0.0%
EBITDA i2.18BN/A
EBITDA Margin i12.8%0.0%
Pre-Tax Income i1.15B21.95B
Pre-Tax Income % of Revenue i6.8%33.3%
Income Tax i286.48M4.93B
Income Tax % of Revenue i1.7%7.5%
Net Income (Profit) i863.02M17.03B
Profit Margin i5.1%25.8%

Balance Sheet & Liquidity Metrics

MetricLPLA (2025)MS (2025)
Cash & Equivalents i1.04B81.31B
Total Current Assets i9.18BN/A
Total Current Assets % of Revenue i54.1%0.0%
Total Current Liabilities i3.99BN/A
Total Current Liabilities % of Revenue i23.5%0.0%
Long-Term Debt i7.38B349.39B
Long-Term Debt % of Revenue i43.5%529.7%
Total Shareholders Equity i5.34B112.65B
Retained Earnings i5.84B115.09B
Retained Earnings % of Revenue i34.3%174.5%
Property, Plant & Equipment i173.54M20.00M

Cash Flow Statement Comparison

MetricLPLA (2025)MS (2025)
Operating Cash Flow i-955.12M-95.74B
Operating Cash Flow % of Revenue i-5.6%-145.1%
Capital Expenditures iN/A-2.90B
Free Cash Flow i-981.78M-20.79B
FCF Margin i-5.8%-31.5%
Debt Repayment i-1.85B-99.39B
Common Stock Repurchase i-100.00M-5.84B

Short Interest & Institutional Ownership Analysis

MetricLPLAMS
Shares Short i3.74M13,702
Short Ratio i3.690.00
Short % of Float i4.68%0.00%
Shares Outstanding i80.06M1.58B
Float Shares i79.54M1.20B
% Held by Insiders i0.41%24.27%
% Held by Institutions i103.31%63.01%
% Held by Public i-3.72%12.72%

Dividend Analysis & Yield Comparison: LPL Financial Holdings Inc. vs Morgan Stanley

MetricLPLAMS
Last 12-Month Dividend i$1.50$3.93
Last 12-Month Dividend Yield i0.39%2.15%
3-Year Avg Annual Dividend i$1.30$3.63
3-Year Avg Dividend Yield i0.11%0.83%
3-Year Total Dividends i$3.90$10.90
Ex-Dividend DateMar 10, 2026Jan 30, 2026