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

Morgan Stanley

NYSE
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LPL Financial Holdings Inc.

NASDAQ
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TLDR: Quick Comparison Summary

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

View Metrics Details

Vital Metrics Comparison

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

Morgan Stanley vs LPL Financial Holdings Inc. Stock Performance Analysis

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MS
LPLA

Performance Comparison

Short-term Returns

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

Long-term Returns

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

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

MetricMSLPLA
Market Information
Market Cap i$299.55B$25.74B
Market Cap CategoryMega capLarge cap
10 Day Avg. Volume i6,501,123785,055
90 Day Avg. Volume i6,965,138945,035
Last Close$217.98$295.32
52 Week Range$129.66 - $220.60$260.15 - $403.58
% from 52W High-1.19%-26.82%
All-Time High$220.60 (Jun 15, 2026)$403.58 (Jul 31, 2025)
% from All-Time High-1.19%-26.82%
Growth Metrics
Quarterly Revenue Growth0.16%0.42%
Quarterly Earnings Growth0.29%0.11%
Financial Health
Profit Margin (TTM) i0.25%0.05%
Operating Margin (TTM) i0.41%0.10%
Return on Equity (TTM) i0.14%0.21%
Debt to Equity (MRQ) i455.75141.66
Cash & Liquidity
Book Value per Share (MRQ)$64.37$66.76
Cash per Share (MRQ)$379.99$35.78
Operating Cash Flow (TTM) i$-95,740,000,000$-411,404,000
Levered Free Cash Flow (TTM) i$16.25B$863.02M
Dividends
Last 12-Month Dividend Yield i2.15%0.39%
Last 12-Month Dividend i$3.93$1.50

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

MetricMS (Apr 24, 2026)LPLA (Apr 24, 2026)
Price Ratios
P/E Ratio (TTM) i17.3129.86
Forward P/E i15.1611.53
PEG Ratio i0.537.72
Price to Sales (TTM) i4.151.58
Price to Book (MRQ) i2.974.88
Market Capitalization
Market Capitalization i$299.55B$25.74B
Enterprise Value i$225.65B$30.80B
Enterprise Value Metrics
Enterprise to Revenue i3.081.86
Enterprise to EBITDA iN/A14.11
Risk & Other Metrics
Beta i1.180.57
Book Value per Share (MRQ) i$64.37$66.76

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

Financial Metrics

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Revenue

Operating Margin

Profit Margin

Long Term Debt

Income Flow Analysis

Financial Statements Comparison

Income Statement

MetricMS (2025)LPLA (2025)
Revenue/Sales i65.97B16.99B
Cost of Goods Sold iN/A12.97B
COGS % of Revenue i0.0%76.3%
Gross Profit iN/A4.02B
Gross Margin i0.0%23.7%
Research & Development iN/AN/A
Operating Income (EBIT) iN/A1.55B
Operating Margin i0.0%9.1%
EBITDA iN/A2.18B
EBITDA Margin i0.0%12.8%
Pre-Tax Income i21.95B1.15B
Pre-Tax Income % of Revenue i33.3%6.8%
Income Tax i4.93B286.48M
Income Tax % of Revenue i7.5%1.7%
Net Income (Profit) i17.03B863.02M
Profit Margin i25.8%5.1%

Balance Sheet & Liquidity Metrics

MetricMS (2025)LPLA (2025)
Cash & Equivalents i81.31B1.04B
Total Current Assets iN/A9.18B
Total Current Assets % of Revenue i0.0%54.1%
Total Current Liabilities iN/A3.99B
Total Current Liabilities % of Revenue i0.0%23.5%
Long-Term Debt i349.39B7.38B
Long-Term Debt % of Revenue i529.7%43.5%
Total Shareholders Equity i112.65B5.34B
Retained Earnings i115.09B5.84B
Retained Earnings % of Revenue i174.5%34.3%
Property, Plant & Equipment i20.00M173.54M

Cash Flow Statement Comparison

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

Short Interest & Institutional Ownership Analysis

MetricMSLPLA
Shares Short i13,7023.74M
Short Ratio i0.003.69
Short % of Float i0.00%4.68%
Shares Outstanding i1.58B80.06M
Float Shares i1.20B79.54M
% Held by Insiders i24.27%0.41%
% Held by Institutions i63.01%103.31%
% Held by Public i12.72%-3.72%

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

MetricMSLPLA
Last 12-Month Dividend i$3.93$1.50
Last 12-Month Dividend Yield i2.15%0.39%
3-Year Avg Annual Dividend i$3.63$1.30
3-Year Avg Dividend Yield i0.83%0.11%
3-Year Total Dividends i$10.90$3.90
Ex-Dividend DateJan 30, 2026Mar 10, 2026