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

Morgan Stanley

LPL Financial
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
Metric | Morgan Stanley | LPL Financial | Better |
---|---|---|---|
P/E Ratio (TTM) | 16.77 | 24.68 | Morgan Stanley |
Price-to-Book Ratio | 2.40 | 5.25 | Morgan Stanley |
Debt-to-Equity Ratio | 438.54 | 144.62 | LPL Financial |
PEG Ratio | 1.03 | 5.03 | Morgan Stanley |
EV/EBITDA | N/A | 13.31 | N/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 Equity | 14.13% | 29.46% | LPL Financial |
Return on Assets (TTM) | 1.16% | 7.72% | LPL Financial |
Free Cash Flow (TTM) | $-2.10B | $-284.94M | LPL Financial |
Dividend Yield | 2.15% | 0.40% | Morgan Stanley |
1-Year Return | 54.93% | 65.27% | LPL Financial |
Price-to-Sales Ratio (TTM) | 3.60 | 2.09 | LPL Financial |
Enterprise Value | $163.43B | $28.09B | Morgan Stanley |
EV/Revenue Ratio | 2.49 | 2.04 | LPL Financial |
Gross Profit Margin (TTM) | N/A | 25.80% | N/A |
Revenue per Share (TTM) | $41 | $181 | LPL Financial |
Earnings per Share (Diluted) | $8.83 | $13.49 | LPL Financial |
Beta (Stock Volatility) | 1.34 | 0.66 | LPL Financial |
Morgan Stanley vs LPL Financial Stock Performance Analysis
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Performance Comparison
Short-term Returns
Stock | 1D | 1W | 1M | 3M | 6M | YTD |
---|---|---|---|---|---|---|
Morgan Stanley | 2.31% | 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
Stock | 1Y | 3Y | 5Y | 10Y | 15Y | 20Y |
---|---|---|---|---|---|---|
Morgan Stanley | 54.93% | 74.10% | 203.95% | 360.85% | 475.07% | 192.73% |
LPL Financial | 65.27% | 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.
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.
Performance & Financial Health Analysis: Morgan Stanley vs LPL Financial
Metric | MS | LPLA |
---|---|---|
Market Information | ||
Market Cap | $236.40B | $28.80B |
Market Cap Category | Mega cap | Large cap |
10 Day Avg. Volume | 4,398,800 | 698,064 |
90 Day Avg. Volume | 4,531,550 | 831,668 |
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 Growth | 0.11% | 0.30% |
Quarterly Earnings Growth | 0.15% | 0.12% |
Financial Health | ||
Profit Margin (TTM) | 0.22% | 0.08% |
Operating Margin (TTM) | 0.34% | 0.12% |
Return on Equity (TTM) | 0.14% | 0.29% |
Debt to Equity (MRQ) | 438.54 | 144.62 |
Cash & Liquidity | ||
Book Value per Share (MRQ) | $61.59 | $63.43 |
Cash per Share (MRQ) | $352.68 | $73.58 |
Operating Cash Flow (TTM) | $-17,670,000,640 | $563.67M |
Levered Free Cash Flow (TTM) | $12.80B | $1.06B |
Dividends | ||
Last 12-Month Dividend Yield | 2.15% | 0.40% |
Last 12-Month Dividend | $2.79 | $1.50 |
Valuation & Enterprise Metrics Analysis: Morgan Stanley vs LPL Financial
Metric | MS | LPLA |
---|---|---|
Price Ratios | ||
P/E Ratio (TTM) | 16.77 | 24.68 |
Forward P/E | 18.67 | 17.92 |
PEG Ratio | 1.03 | 5.03 |
Price to Sales (TTM) | 3.60 | 2.09 |
Price to Book (MRQ) | 2.40 | 5.25 |
Market Capitalization | ||
Market Capitalization | $236.40B | $28.80B |
Enterprise Value | $163.43B | $28.09B |
Enterprise Value Metrics | ||
Enterprise to Revenue | 2.49 | 2.04 |
Enterprise to EBITDA | N/A | 13.31 |
Risk & Other Metrics | ||
Beta | 1.34 | 0.66 |
Book Value per Share (MRQ) | $61.59 | $63.43 |
Financial Statements Comparison: Morgan Stanley vs LPL Financial
Financial Metrics
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Revenue
EBITDA
Operating Margin
Free Cash Flow
Long Term Debt
Profit Margin
Current Ratio
Operating Cash Flow
Income Statement (MRQ)
Metric (MRQ) | MS | LPLA |
---|---|---|
Revenue/Sales | $16.52B | $3.67B |
Cost of Goods Sold | N/A | $2.70B |
Gross Profit | N/A | $966.40M |
Research & Development | N/A | N/A |
Operating Income (EBIT) | N/A | $503.12M |
EBITDA | N/A | $638.99M |
Pre-Tax Income | $5.54B | $417.25M |
Income Tax | $1.17B | $98.68M |
Net Income (Profit) | $4.37B | $318.57M |
Balance Sheet & Liquidity Metrics (MRQ)
Metric (MRQ) | MS | LPLA |
---|---|---|
Cash & Equivalents | $60.84B | $1.23B |
Total Current Assets | N/A | $7.34B |
Total Current Liabilities | N/A | $3.35B |
Long-Term Debt | $303.93B | $5.96B |
Total Shareholders Equity | $107.85B | $3.12B |
Retained Earnings | $107.65B | $5.37B |
Property, Plant & Equipment | N/A | $1.37B |
Cash Flow Statement Comparison (MRQ)
Metric (MRQ) | MS | LPLA |
---|---|---|
Operating Cash Flow | $-67.29B | $271.04M |
Capital Expenditures | $-713.00M | N/A |
Free Cash Flow | $-24.69B | $220.34M |
Debt Repayment | $-20.85B | $-1.12B |
Common Stock Repurchase | $-2.03B | $-100.24M |
Short Interest & Institutional Ownership Analysis
Metric | MS | LPLA |
---|---|---|
Shares Short | 15.27M | 2.83M |
Short Ratio | 2.84 | 3.15 |
Short % of Float | 0.01% | 0.04% |
Average Daily Volume (10 Day) | 4,398,800 | 698,064 |
Average Daily Volume (90 Day) | 4,531,550 | 831,668 |
Shares Outstanding | 1.61B | 74.66M |
Float Shares | 1.21B | 79.45M |
% Held by Insiders | 0.24% | 0.01% |
% Held by Institutions | 0.63% | 1.00% |
Dividend Analysis & Yield Comparison: Morgan Stanley vs LPL Financial
Metric | MS | LPLA |
---|---|---|
Last 12-Month Dividend | $2.79 | $1.50 |
Last 12-Month Dividend Yield | 2.15% | 0.40% |
3-Year Avg Annual Dividend | $3.10 | $1.27 |
3-Year Avg Dividend Yield | 0.90% | 0.11% |
3-Year Total Dividends | $9.31 | $3.80 |
Ex-Dividend Date | Jan 31, 2025 | Aug 15, 2025 |