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

TLDR: Quick Comparison Summary

Based on 20 vital metrics comparison: Morgan Stanley wins in 8 metrics, LPL Financial wins in 10 metrics, with 0 ties. LPL Financial appears stronger overall.

View Metrics Details

Vital Metrics Comparison

MetricMorgan StanleyLPL FinancialBetter
P/E Ratio (TTM)16.7724.68Morgan Stanley
Price-to-Book Ratio2.405.25Morgan Stanley
Debt-to-Equity Ratio438.54144.62LPL Financial
PEG Ratio1.035.03Morgan Stanley
EV/EBITDAN/A13.31N/A
Profit Margin (TTM)22.49%8.13%Morgan Stanley
Operating Margin (TTM)34.12%11.81%Morgan Stanley
EBITDA Margin (TTM)34.12%11.81%Morgan Stanley
Return on Equity14.13%29.46%LPL Financial
Return on Assets (TTM)1.16%7.72%LPL Financial
Free Cash Flow (TTM)$-2.10B$-284.94MLPL Financial
Dividend Yield2.15%0.40%Morgan Stanley
1-Year Return54.93%65.27%LPL Financial
Price-to-Sales Ratio (TTM)3.602.09LPL Financial
Enterprise Value$163.43B$28.09BMorgan Stanley
EV/Revenue Ratio2.492.04LPL Financial
Gross Profit Margin (TTM)N/A25.80%N/A
Revenue per Share (TTM)$41$181LPL Financial
Earnings per Share (Diluted)$8.83$13.49LPL Financial
Beta (Stock Volatility)1.340.66LPL Financial
Performance
News Sentiment
Key Stats
Valuation
Financials
Short Interest
Dividends

Morgan Stanley vs LPL Financial Stock Performance Analysis

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Performance Comparison

Short-term Returns

Stock1D1W1M3M6MYTD
Morgan Stanley2.31%2.26%5.80%15.36%36.29%21.99%
LPL Financial-0.16%-6.30%-8.28%-10.63%9.29%3.65%

Long-term Returns

Stock1Y3Y5Y10Y15Y20Y
Morgan Stanley54.93%74.10%203.95%360.85%475.07%192.73%
LPL Financial65.27%47.87%330.56%771.94%942.85%942.85%

News Based Sentiment: Morgan Stanley vs LPL Financial

Morgan Stanley

News based Sentiment: MIXED

The month presented a mixed bag for Morgan Stanley, with positive developments like the antitrust lawsuit win and successful fundraising offset by regulatory scrutiny regarding the SCB and a stock decline. The potential for increased IPO activity offers a positive outlook, but the overall picture is complex and requires careful monitoring.

View Morgan Stanley News Sentiment Analysis

LPL Financial

News based Sentiment: POSITIVE

LPL Financial delivered a strong Q2 with earnings and revenue beats, coupled with significant investments in technology, particularly AI. While a recent share price dip and mixed institutional activity introduce some caution, the overall narrative points to continued growth and a positive outlook, making this a noteworthy month for investors.

View LPL Financial News Sentiment Analysis

Performance & Financial Health Analysis: Morgan Stanley vs LPL Financial

MetricMSLPLA
Market Information
Market Cap i$236.40B$28.80B
Market Cap CategoryMega capLarge cap
10 Day Avg. Volume i4,398,800698,064
90 Day Avg. Volume i4,531,550831,668
Last Close$152.22$339.97
52 Week Range$94.09 - $152.82$204.41 - $403.58
% from 52W High-0.39%-15.76%
All-Time High$152.82 (Sep 09, 2025)$403.58 (Jul 31, 2025)
% from All-Time High-0.39%-15.76%
Growth Metrics
Quarterly Revenue Growth0.11%0.30%
Quarterly Earnings Growth0.15%0.12%
Financial Health
Profit Margin (TTM) i0.22%0.08%
Operating Margin (TTM) i0.34%0.12%
Return on Equity (TTM) i0.14%0.29%
Debt to Equity (MRQ) i438.54144.62
Cash & Liquidity
Book Value per Share (MRQ)$61.59$63.43
Cash per Share (MRQ)$352.68$73.58
Operating Cash Flow (TTM) i$-17,670,000,640$563.67M
Levered Free Cash Flow (TTM) i$12.80B$1.06B
Dividends
Last 12-Month Dividend Yield i2.15%0.40%
Last 12-Month Dividend i$2.79$1.50

Valuation & Enterprise Metrics Analysis: Morgan Stanley vs LPL Financial

MetricMSLPLA
Price Ratios
P/E Ratio (TTM) i16.7724.68
Forward P/E i18.6717.92
PEG Ratio i1.035.03
Price to Sales (TTM) i3.602.09
Price to Book (MRQ) i2.405.25
Market Capitalization
Market Capitalization i$236.40B$28.80B
Enterprise Value i$163.43B$28.09B
Enterprise Value Metrics
Enterprise to Revenue i2.492.04
Enterprise to EBITDA iN/A13.31
Risk & Other Metrics
Beta i1.340.66
Book Value per Share (MRQ) i$61.59$63.43

Financial Statements Comparison: Morgan Stanley vs LPL Financial

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

Balance Sheet & Liquidity Metrics (MRQ)

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

Cash Flow Statement Comparison (MRQ)

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

Short Interest & Institutional Ownership Analysis

MetricMSLPLA
Shares Short i15.27M2.83M
Short Ratio i2.843.15
Short % of Float i0.01%0.04%
Average Daily Volume (10 Day) i4,398,800698,064
Average Daily Volume (90 Day) i4,531,550831,668
Shares Outstanding i1.61B74.66M
Float Shares i1.21B79.45M
% Held by Insiders i0.24%0.01%
% Held by Institutions i0.63%1.00%

Dividend Analysis & Yield Comparison: Morgan Stanley vs LPL Financial

MetricMSLPLA
Last 12-Month Dividend i$2.79$1.50
Last 12-Month Dividend Yield i2.15%0.40%
3-Year Avg Annual Dividend i$3.10$1.27
3-Year Avg Dividend Yield i0.90%0.11%
3-Year Total Dividends i$9.31$3.80
Ex-Dividend DateJan 31, 2025Aug 15, 2025