LKFN vs. MS
LKFN (Lakeland Financial Corporation) and MS (Morgan Stanley) are both stocks. Both are in the Financial Services sector — LKFN in Banks - Regional, MS in Capital Markets. Over the past 10 years, LKFN returned 9.15%/yr vs 25.84%/yr for MS. Their 0.37 correlation means their historical movements had little consistent relationship.
Performance
LKFN vs. MS - Performance Comparison
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Returns By Period
In the year-to-date period, LKFN achieves a 12.67% return, which is significantly lower than MS's 20.48% return. Over the past 10 years, LKFN has underperformed MS with an annualized return of 9.15%, while MS has yielded a comparatively higher 25.84% annualized return.
LKFN
- 1D
- 0.13%
- 1M
- 1.26%
- 6M
- 6.95%
- YTD
- 12.67%
- 1Y
- 5.23%
- 3Y*
- 7.72%
- 5Y*
- 1.63%
- 10Y*
- 9.15%
- ALL TIME*
- 10.73%
MS
- 1D
- 0.72%
- 1M
- -1.10%
- 6M
- 16.37%
- YTD
- 20.48%
- 1Y
- 54.71%
- 3Y*
- 36.38%
- 5Y*
- 20.78%
- 10Y*
- 25.84%
- ALL TIME*
- 13.01%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $10.18M | $11.67M | $12.72M | |
| $1.18B | $1.27B | $1.26B |
LKFN vs. MS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LKFN Lakeland Financial Corporation | 12.67% | -14.25% | 8.68% | -7.78% | -7.00% | 52.73% | 12.55% | 24.99% | -15.41% | 4.31% |
MS Morgan Stanley | 20.48% | 45.16% | 39.73% | 13.93% | -10.34% | 46.65% | 38.09% | 32.67% | -22.76% | 26.61% |
Correlation
The correlation between LKFN and MS is 0.24, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.24 |
Correlation (3Y) Balances recent behavior with more history. | 0.39 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.42 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.51 |
Correlation (All Time) Calculated using the full available price history since Aug 15, 1997 | 0.37 |
The correlation between LKFN and MS shifts across timeframes, from 0.24 (1 year) to 0.51 (10 years), reflecting how their relationship changes across market environments.
Fundamentals
LKFN:
$1.56B
MS:
$332.03B
LKFN:
$4.35
MS:
$11.41
LKFN:
14.41
MS:
18.43
LKFN:
7.15
MS:
1.73
LKFN:
3.75
MS:
2.79
LKFN:
0.77
MS:
3.21
LKFN:
$427.09M
MS:
$120.22B
LKFN:
$273.69M
MS:
$69.72B
LKFN:
$140.27M
MS:
$27.21B
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Return for Risk
LKFN vs. MS — Risk / Return Rank
LKFN
MS
LKFN vs. MS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Lakeland Financial Corporation (LKFN) and Morgan Stanley (MS). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| LKFN | MS | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.75 | ||
| Sortino ratioReturn per unit of downside risk | -2.10 | ||
| Omega ratioGain probability vs. loss probability | 1.04 | 1.31 | -0.28 |
| Calmar ratioReturn relative to maximum drawdown | 0.12 | 2.72 | -2.60 |
| Martin ratioReturn relative to average drawdown | 0.21 | 8.59 | -8.38 |
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Drawdowns
LKFN vs. MS - Drawdown Comparison
The maximum LKFN drawdown since its inception was -61.30%, smaller than the maximum MS drawdown of -88.12%. Use the drawdown chart below to compare losses from any high point for LKFN and MS.
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Drawdown Indicators
| LKFN | MS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.30% | -88.12% | +26.82% |
Max Drawdown (1Y)Largest decline over 1 year | -18.57% | -18.83% | +0.26% |
Max Drawdown (3Y)Largest decline over 3 years | -31.66% | -29.24% | -2.42% |
Max Drawdown (5Y)Largest decline over 5 years | -47.35% | -32.38% | -14.97% |
Max Drawdown (10Y)Largest decline over 10 years | -47.35% | -51.33% | +3.98% |
Current DrawdownCurrent decline from peak | -14.95% | -7.43% | -7.52% |
Average DrawdownAverage peak-to-trough decline | -14.56% | -33.57% | +19.01% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.16% | 5.96% | +5.20% |
Volatility
LKFN vs. MS - Volatility Comparison
The current volatility for Lakeland Financial Corporation (LKFN) is 8.07%, while Morgan Stanley (MS) has a volatility of 10.15%. This indicates that LKFN experiences smaller price fluctuations and is considered to be less risky than MS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LKFN | MS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.07% | 10.15% | -2.08% |
Volatility (6M)Calculated over the trailing 6-month period | 16.60% | 22.56% | -5.96% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.57% | 27.83% | -2.26% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 29.71% | 28.82% | +0.89% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 31.27% | 31.37% | -0.10% |
Dividends
LKFN vs. MS - Dividend Comparison
LKFN's dividend yield for the trailing twelve months is around 3.29%, more than MS's 1.97% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LKFN Lakeland Financial Corporation | 3.29% | 3.51% | 2.79% | 2.82% | 2.19% | 1.70% | 2.24% | 2.37% | 2.49% | 1.75% | 1.53% | 2.03% |
MS Morgan Stanley | 1.97% | 2.17% | 2.82% | 3.49% | 3.47% | 2.14% | 2.04% | 2.54% | 2.77% | 1.72% | 1.66% | 1.73% |
Financials
LKFN vs. MS - Financials Comparison
This section allows you to compare key financial metrics between Lakeland Financial Corporation and Morgan Stanley. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
LKFN vs. MS - Profitability Comparison
LKFN - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Lakeland Financial Corporation reported a gross profit of 69.17M and revenue of 107.72M. Therefore, the gross margin over that period was 64.2%.
MS - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Morgan Stanley reported a gross profit of 20.48B and revenue of 33.15B. Therefore, the gross margin over that period was 61.8%.
LKFN - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Lakeland Financial Corporation reported an operating income of 34.88M and revenue of 107.72M, resulting in an operating margin of 32.4%.
MS - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Morgan Stanley reported an operating income of 7.01B and revenue of 33.15B, resulting in an operating margin of 21.2%.
LKFN - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Lakeland Financial Corporation reported a net income of 28.44M and revenue of 107.72M, resulting in a net margin of 26.4%.
MS - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Morgan Stanley reported a net income of 5.64B and revenue of 33.15B, resulting in a net margin of 17.0%.
Frequently Asked Questions
LKFN and MS have a correlation of 0.24, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
MS has higher volatility (10.15%) compared to LKFN (8.07%). In terms of maximum drawdown, LKFN dropped -61.30% vs MS's -88.12%.
MS currently has the higher Sharpe Ratio (1.84 vs 0.09), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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