LPL Financial [LPLA] vs Charles Schwab [SCHW] Detailed Stock Comparison
LPL Financial
NASDAQ
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Charles Schwab
NYSE
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TLDR: Quick Comparison Summary
Based on 20 vital metrics comparison: LPL Financial wins in 9 metrics, Charles Schwab wins in 9 metrics, with 0 ties. Both stocks appear equally matched on key metrics.
View Metrics Details
Vital Metrics Comparison
| Metric | LPL Financial | Charles Schwab | Better |
|---|---|---|---|
| P/E Ratio (TTM) | 24.09 | 25.84 | LPL Financial |
| Price-to-Book Ratio | 5.54 | 4.09 | Charles Schwab |
| Debt-to-Equity Ratio | 144.62 | 111.87 | Charles Schwab |
| PEG Ratio | 4.91 | 0.40 | Charles Schwab |
| EV/EBITDA | 14.00 | N/A | N/A |
| Profit Margin (TTM) | 8.13% | 33.68% | Charles Schwab |
| Operating Margin (TTM) | 11.81% | 47.91% | Charles Schwab |
| EBITDA Margin (TTM) | 11.81% | 47.91% | Charles Schwab |
| Return on Equity | 29.46% | 15.60% | LPL Financial |
| Return on Assets (TTM) | 7.72% | 1.60% | LPL Financial |
| Free Cash Flow (TTM) | $-284.94M | $2.05B | Charles Schwab |
| Dividend Yield | 0.40% | 0.86% | Charles Schwab |
| 1-Year Return | 61.93% | 48.83% | LPL Financial |
| Price-to-Sales Ratio (TTM) | 2.04 | 8.07 | LPL Financial |
| Enterprise Value | $29.56B | $154.54B | Charles Schwab |
| EV/Revenue Ratio | 2.15 | 7.15 | LPL Financial |
| Gross Profit Margin (TTM) | 25.80% | N/A | N/A |
| Revenue per Share (TTM) | $181 | $12 | LPL Financial |
| Earnings per Share (Diluted) | $14.58 | $3.72 | LPL Financial |
| Beta (Stock Volatility) | 0.66 | 0.96 | LPL Financial |
Performance
Key Stats
Valuation
Financials
Short Interest
Dividends
LPL Financial vs Charles Schwab Stock Performance Analysis
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Performance Comparison
Short-term Returns
| Stock | 1D | 1W | 1M | 3M | 6M | YTD |
|---|---|---|---|---|---|---|
| LPL Financial | 0.33% | 3.27% | -3.18% | -3.96% | -3.15% | 10.50% |
| Charles Schwab | 0.01% | -0.29% | 0.46% | 9.76% | 19.61% | 29.78% |
Long-term Returns
| Stock | 1Y | 3Y | 5Y | 10Y | 15Y | 20Y |
|---|---|---|---|---|---|---|
| LPL Financial | 61.93% | 60.26% | 340.07% | 798.46% | 1,011.78% | 1,011.78% |
| Charles Schwab | 48.83% | 33.30% | 164.14% | 212.15% | 624.89% | 611.43% |
Performance & Financial Health Analysis: LPL Financial vs Charles Schwab
| Metric | LPLA | SCHW |
|---|---|---|
| Market Information | ||
| Market Cap | $28.10B | $174.50B |
| Market Cap Category | Large cap | Large cap |
| 10 Day Avg. Volume | 683,900 | 7,324,825 |
| 90 Day Avg. Volume | 847,753 | 8,563,312 |
| Last Close | $362.44 | $95.83 |
| 52 Week Range | $204.41 - $403.58 | $61.16 - $99.59 |
| % from 52W High | -10.19% | -3.78% |
| All-Time High | $403.58 (Jul 31, 2025) | $99.59 (Jul 29, 2025) |
| % from All-Time High | -10.19% | -3.78% |
| Growth Metrics | ||
| Quarterly Revenue Growth | 0.30% | 0.25% |
| Quarterly Earnings Growth | 0.12% | 0.60% |
| Financial Health | ||
| Profit Margin (TTM) | 0.08% | 0.34% |
| Operating Margin (TTM) | 0.12% | 0.48% |
| Return on Equity (TTM) | 0.29% | 0.16% |
| Debt to Equity (MRQ) | 144.62 | 111.87 |
| Cash & Liquidity | ||
| Book Value per Share (MRQ) | $63.43 | $23.53 |
| Cash per Share (MRQ) | $73.58 | $45.24 |
| Operating Cash Flow (TTM) | $563.67M | $17.81B |
| Levered Free Cash Flow (TTM) | $1.06B | $5.48B |
| Dividends | ||
| Last 12-Month Dividend Yield | 0.40% | 0.86% |
| Last 12-Month Dividend | $1.50 | $0.77 |
Valuation & Enterprise Metrics Analysis: LPL Financial vs Charles Schwab
| Metric | LPLA | SCHW |
|---|---|---|
| Price Ratios | ||
| P/E Ratio (TTM) | 24.09 | 25.84 |
| Forward P/E | 18.91 | 25.30 |
| PEG Ratio | 4.91 | 0.40 |
| Price to Sales (TTM) | 2.04 | 8.07 |
| Price to Book (MRQ) | 5.54 | 4.09 |
| Market Capitalization | ||
| Market Capitalization | $28.10B | $174.50B |
| Enterprise Value | $29.56B | $154.54B |
| Enterprise Value Metrics | ||
| Enterprise to Revenue | 2.15 | 7.15 |
| Enterprise to EBITDA | 14.00 | N/A |
| Risk & Other Metrics | ||
| Beta | 0.66 | 0.96 |
| Book Value per Share (MRQ) | $63.43 | $23.53 |
Financial Statements Comparison: LPL Financial vs Charles Schwab
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) | LPLA | SCHW |
|---|---|---|
| Revenue/Sales | $3.67B | $5.60B |
| Cost of Goods Sold | $2.70B | N/A |
| Gross Profit | $966.40M | N/A |
| Research & Development | N/A | N/A |
| Operating Income (EBIT) | $503.12M | N/A |
| EBITDA | $638.99M | N/A |
| Pre-Tax Income | $417.25M | $2.46B |
| Income Tax | $98.68M | $546.00M |
| Net Income (Profit) | $318.57M | $1.91B |
Balance Sheet & Liquidity Metrics (MRQ)
| Metric (MRQ) | LPLA | SCHW |
|---|---|---|
| Cash & Equivalents | $1.23B | $35.01B |
| Total Current Assets | $7.34B | N/A |
| Total Current Liabilities | $3.35B | N/A |
| Long-Term Debt | $5.96B | $21.45B |
| Total Shareholders Equity | $3.12B | $49.51B |
| Retained Earnings | $5.37B | $38.88B |
| Property, Plant & Equipment | $1.37B | $3.28B |
Cash Flow Statement Comparison (MRQ)
| Metric (MRQ) | LPLA | SCHW |
|---|---|---|
| Operating Cash Flow | $271.04M | $5.20B |
| Capital Expenditures | N/A | $-117.00M |
| Free Cash Flow | $220.34M | $6.24B |
| Debt Repayment | $-1.12B | $-18.76B |
| Common Stock Repurchase | $-100.24M | $-1.50B |
Short Interest & Institutional Ownership Analysis
| Metric | LPLA | SCHW |
|---|---|---|
| Shares Short | 2.16M | 19.94M |
| Short Ratio | 2.67 | 2.26 |
| Short % of Float | 0.03% | 0.01% |
| Average Daily Volume (10 Day) | 683,900 | 7,324,825 |
| Average Daily Volume (90 Day) | 847,753 | 8,563,312 |
| Shares Outstanding | 74.66M | 1.83B |
| Float Shares | 79.45M | 1.71B |
| % Held by Insiders | 0.01% | 0.06% |
| % Held by Institutions | 1.01% | 0.85% |
Dividend Analysis & Yield Comparison: LPL Financial vs Charles Schwab
| Metric | LPLA | SCHW |
|---|---|---|
| Last 12-Month Dividend | $1.50 | $0.77 |
| Last 12-Month Dividend Yield | 0.40% | 0.86% |
| 3-Year Avg Annual Dividend | $1.27 | $0.90 |
| 3-Year Avg Dividend Yield | 0.11% | 0.36% |
| 3-Year Total Dividends | $3.80 | $2.71 |
| Ex-Dividend Date | Aug 15, 2025 | Feb 14, 2025 |