COMP <GO>
LPLA vs MS // RETURN ON INVESTED CAPITAL (ROIC)
LPL Financial Holdings Inc. (NASDAQ) VS. Morgan Stanley (NYSE) • 15-METRIC TALLY: LPLA 6
— MS 7
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: LPLA
LAST: $283.74 (+1.50%) • MKT CAP: $22.01B
roic
8.50%
LAST: $184.30 (-3.00%) • MKT CAP: $298.41B
roic
3.00%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (LPLA VS. MS)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | LPLA | MS | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | 41.00% | 0.00 | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 8.50% | 3.00% | +5.50 | LPLA | /roic <GO> |
| EV/EBITDA & P/E Valuation | 17.2x | 31.0x | -13.80 | LPLA | /valuation <GO> |
| Free Cash Flow Yield | -4.46% | -7.25% | +2.79 | LPLA | /fcf-yield <GO> |
| Operating Margin | 6.20% | 24.60% | -18.40 | MS | /operating-margins <GO> |
| Net Profit Margin | 5.10% | 20.20% | -15.10 | MS | /net-margins <GO> |
| Revenue Growth (YoY) | 37.20% | 5.50% | +31.70 | LPLA | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.43% | 2.21% | -1.78 | MS | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 2.73 | 0.46 | +2.27 | LPLA | /balance-sheet <GO> |
| Piotroski F-Score Quality | 5/9 | 5/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.30% | 7.00% | +0.30 | MS | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 33.2 | 43.3 | -10.10 | MS | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.11 | 1.04 | +0.07 | LPLA | /macro-sensitivity <GO> |
| Forward P/E Multiple | 21.4x | 16.5x | +4.90 | MS | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $22.01B | $298.41B | -$276.40B | MS | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | LPLA REV | MS REV | LPLA GROSS % | MS GROSS % | LPLA FCF | MS FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $16.99B | $0 | 44.0% | — | -$981.8M | -$17.89B |
| FY 2024 | $12.39B | $0 | 44.0% | — | -$284.9M | $1.36B |
| FY 2023 | $10.05B | $0 | 44.0% | — | $60.2M | -$33.54B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
LPLA // BETA 1.11
MS // BETA 1.04