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LPLA vs. MSCI: A Head-to-Head Stock Comparison

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Here’s a clear look at LPLA and MSCI, comparing key factors like historical performance, profitability, financial strength, growth, dividend, and valuation.

Company Profile

SymbolLPLAMSCI
Company NameLPL Financial Holdings Inc.MSCI Inc.
CountryUnited StatesUnited States
GICS SectorFinancialsFinancials
GICS IndustryCapital MarketsCapital Markets
Market Capitalization29.41 billion USD42.70 billion USD
ExchangeNasdaqGSNYSE
Listing DateNovember 18, 2010November 15, 2007
Security TypeCommon StockCommon Stock

Historical Performance

This chart compares the performance of LPLA and MSCI by tracking the growth of an initial $10,000 investment in each. Use the tabs to select the desired time period. Data is adjusted for dividends and splits.

LPLA vs. MSCI: Growth of a $10,000 investment over the past one year.

Historical Performance at a Glance

SymbolLPLAMSCI
5-Day Price Return-1.27%-2.05%
13-Week Price Return5.59%1.46%
26-Week Price Return-3.24%0.23%
52-Week Price Return17.77%-7.43%
Month-to-Date Return-1.78%-3.98%
Year-to-Date Return13.50%-5.81%
10-Day Avg. Volume0.65M0.60M
3-Month Avg. Volume0.89M0.73M
3-Month Volatility35.13%29.39%
Beta0.601.32

Profitability

Return on Equity (TTM)

LPLA

20.61%

Capital Markets Industry

Max
41.61%
Q3
22.56%
Median
13.62%
Q1
9.23%
Min
-4.25%

LPLA’s Return on Equity of 20.61% is on par with the norm for the Capital Markets industry, indicating its profitability relative to shareholder equity is typical for the sector.

MSCI

108.67%

Capital Markets Industry

Max
41.61%
Q3
22.56%
Median
13.62%
Q1
9.23%
Min
-4.25%

MSCI’s Return on Equity of 108.67% is exceptionally high, placing it well beyond the typical range for the Capital Markets industry. This demonstrates a superior ability to generate profit from shareholder investments, though it could also be inflated by high financial leverage.

LPLA vs. MSCI: A comparison of their Return on Equity (TTM) against the Capital Markets industry benchmark.

Net Profit Margin (TTM)

LPLA

5.35%

Capital Markets Industry

Max
69.91%
Q3
36.88%
Median
24.30%
Q1
13.14%
Min
-6.20%

Falling into the lower quartile for the Capital Markets industry, LPLA’s Net Profit Margin of 5.35% indicates weaker profitability. This means the company retains a smaller portion of each dollar in sales as profit compared to its competitors.

MSCI

40.03%

Capital Markets Industry

Max
69.91%
Q3
36.88%
Median
24.30%
Q1
13.14%
Min
-6.20%

A Net Profit Margin of 40.03% places MSCI in the upper quartile for the Capital Markets industry, signifying strong profitability and more effective cost management than most of its peers.

LPLA vs. MSCI: A comparison of their Net Profit Margin (TTM) against the Capital Markets industry benchmark.

Operating Profit Margin (TTM)

LPLA

9.46%

Capital Markets Industry

Max
83.68%
Q3
47.64%
Median
32.36%
Q1
19.28%
Min
0.30%

LPLA’s Operating Profit Margin of 9.46% is in the lower quartile for the Capital Markets industry. This indicates weaker profitability from core operations, which may stem from inefficiencies or competitive pressures on pricing.

MSCI

54.17%

Capital Markets Industry

Max
83.68%
Q3
47.64%
Median
32.36%
Q1
19.28%
Min
0.30%

An Operating Profit Margin of 54.17% places MSCI in the upper quartile for the Capital Markets industry. This signals a strong ability to translate revenue into operating profit, outperforming most of its competitors in core business efficiency.

LPLA vs. MSCI: A comparison of their Operating Profit Margin (TTM) against the Capital Markets industry benchmark.

Profitability at a Glance

SymbolLPLAMSCI
Return on Equity (TTM)20.61%108.67%
Return on Assets (TTM)5.31%22.70%
Net Profit Margin (TTM)5.35%40.03%
Operating Profit Margin (TTM)9.46%54.17%
Gross Profit Margin (TTM)98.94%82.37%

Financial Strength

Current Ratio (MRQ)

LPLA

2.38

Capital Markets Industry

Max
3.43
Q3
1.76
Median
1.00
Q1
0.60
Min
0.04

For the Capital Markets industry, the Current Ratio is often not the most suitable measure of short-term liquidity.

MSCI

0.88

Capital Markets Industry

Max
3.43
Q3
1.76
Median
1.00
Q1
0.60
Min
0.04

For the Capital Markets industry, the Current Ratio is often not the most suitable measure of short-term liquidity.

LPLA vs. MSCI: A comparison of their Current Ratio (MRQ) against the Capital Markets industry benchmark.

Debt-to-Equity Ratio (MRQ)

LPLA

1.51

Capital Markets Industry

Max
6.12
Q3
2.78
Median
0.96
Q1
0.31
Min
0.00

The Debt-to-Equity Ratio is often not the primary focus for assessing leverage in the Capital Markets industry.

MSCI

6.80

Capital Markets Industry

Max
6.12
Q3
2.78
Median
0.96
Q1
0.31
Min
0.00

The Debt-to-Equity Ratio is often not the primary focus for assessing leverage in the Capital Markets industry.

LPLA vs. MSCI: A comparison of their Debt-to-Equity Ratio (MRQ) against the Capital Markets industry benchmark.

Interest Coverage Ratio (TTM)

LPLA

6.08

Capital Markets Industry

Max
107.59
Q3
50.42
Median
10.94
Q1
4.37
Min
-36.26

The Interest Coverage Ratio is often not a primary indicator of debt servicing capacity in the Capital Markets industry.

MSCI

9.26

Capital Markets Industry

Max
107.59
Q3
50.42
Median
10.94
Q1
4.37
Min
-36.26

The Interest Coverage Ratio is often not a primary indicator of debt servicing capacity in the Capital Markets industry.

LPLA vs. MSCI: A comparison of their Interest Coverage Ratio (TTM) against the Capital Markets industry benchmark.

Financial Strength at a Glance

SymbolLPLAMSCI
Current Ratio (MRQ)2.380.88
Quick Ratio (MRQ)2.330.77
Debt-to-Equity Ratio (MRQ)1.516.80
Interest Coverage Ratio (TTM)6.089.26

Growth

Revenue Growth

LPLA vs. MSCI: A side-by-side comparison of their Revenue Growth for the MRQ (YoY), TTM (YoY), 3-Year CAGR, and 5-Year CAGR periods.

EPS Growth

LPLA vs. MSCI: A side-by-side comparison of their EPS Growth for the MRQ (YoY), TTM (YoY), 3-Year CAGR, and 5-Year CAGR periods.

Dividend

Dividend Yield (TTM)

LPLA

0.31%

Capital Markets Industry

Max
8.63%
Q3
4.88%
Median
2.72%
Q1
1.41%
Min
0.00%

LPLA’s Dividend Yield of 0.31% is in the lower quartile for the Capital Markets industry. This suggests the company’s strategy likely favors retaining earnings for growth over providing a high dividend income.

MSCI

1.29%

Capital Markets Industry

Max
8.63%
Q3
4.88%
Median
2.72%
Q1
1.41%
Min
0.00%

MSCI’s Dividend Yield of 1.29% is in the lower quartile for the Capital Markets industry. This suggests the company’s strategy likely favors retaining earnings for growth over providing a high dividend income.

LPLA vs. MSCI: A comparison of their Dividend Yield (TTM) against the Capital Markets industry benchmark.

Dividend Payout Ratio (TTM)

LPLA

8.17%

Capital Markets Industry

Max
188.84%
Q3
96.52%
Median
61.58%
Q1
31.74%
Min
0.00%

LPLA’s Dividend Payout Ratio of 8.17% is in the lower quartile for the Capital Markets industry. This suggests a conservative dividend policy, with a strategic focus on reinvesting profits for future growth.

MSCI

44.68%

Capital Markets Industry

Max
188.84%
Q3
96.52%
Median
61.58%
Q1
31.74%
Min
0.00%

MSCI’s Dividend Payout Ratio of 44.68% is within the typical range for the Capital Markets industry, suggesting a balanced approach between shareholder payouts and company reinvestment.

LPLA vs. MSCI: A comparison of their Dividend Payout Ratio (TTM) against the Capital Markets industry benchmark.

Dividend at a Glance

SymbolLPLAMSCI
Dividend Yield (TTM)0.31%1.29%
Dividend Payout Ratio (TTM)8.17%44.68%

Valuation

Price-to-Earnings Ratio (TTM)

LPLA

35.61

Capital Markets Industry

Max
47.53
Q3
28.81
Median
16.62
Q1
12.06
Min
5.71

A P/E Ratio of 35.61 places LPLA in the upper quartile for the Capital Markets industry. This high valuation relative to peers suggests the market holds elevated expectations for the company’s future growth.

MSCI

34.72

Capital Markets Industry

Max
47.53
Q3
28.81
Median
16.62
Q1
12.06
Min
5.71

A P/E Ratio of 34.72 places MSCI in the upper quartile for the Capital Markets industry. This high valuation relative to peers suggests the market holds elevated expectations for the company’s future growth.

LPLA vs. MSCI: A comparison of their Price-to-Earnings Ratio (TTM) against the Capital Markets industry benchmark.

Price-to-Sales Ratio (TTM)

LPLA

1.91

Capital Markets Industry

Max
13.23
Q3
6.65
Median
4.40
Q1
2.22
Min
0.03

In the lower quartile for the Capital Markets industry, LPLA’s P/S Ratio of 1.91 indicates its revenue is valued more conservatively than most of its peers. This could present a compelling opportunity if the market has overlooked its sales-generating capabilities.

MSCI

13.90

Capital Markets Industry

Max
13.23
Q3
6.65
Median
4.40
Q1
2.22
Min
0.03

With a P/S Ratio of 13.90, MSCI trades at a valuation that eclipses even the highest in the Capital Markets industry. This implies the market has priced in exceptionally optimistic scenarios for future revenue growth, posing considerable valuation risk.

LPLA vs. MSCI: A comparison of their Price-to-Sales Ratio (TTM) against the Capital Markets industry benchmark.

Price-to-Book Ratio (MRQ)

LPLA

5.28

Capital Markets Industry

Max
10.83
Q3
5.27
Median
2.66
Q1
1.34
Min
0.37

LPLA’s P/B Ratio of 5.28 is in the upper tier for the Capital Markets industry. This indicates that investors are paying a premium relative to the company’s net assets, a valuation that hinges on its ability to generate superior profits.

MSCI

42.21

Capital Markets Industry

Max
10.83
Q3
5.27
Median
2.66
Q1
1.34
Min
0.37

At 42.21, MSCI’s P/B Ratio is at an extreme premium to the Capital Markets industry. This signifies that the market’s valuation is heavily reliant on future potential rather than its current net asset value, which can be a high-risk proposition.

LPLA vs. MSCI: A comparison of their Price-to-Book Ratio (MRQ) against the Capital Markets industry benchmark.

Valuation at a Glance

SymbolLPLAMSCI
Price-to-Earnings Ratio (TTM)35.6134.72
Price-to-Sales Ratio (TTM)1.9113.90
Price-to-Book Ratio (MRQ)5.2842.21
Price-to-Free Cash Flow Ratio (TTM)87.5230.59