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 8 metrics, Charles Schwab wins in 10 metrics, with 0 ties. Charles Schwab appears stronger overall.

View Metrics Details

Vital Metrics Comparison

MetricLPL FinancialCharles SchwabBetter
P/E Ratio (TTM)21.5925.29LPL Financial
Price-to-Book Ratio4.964.00Charles Schwab
Debt-to-Equity Ratio146.77111.87Charles Schwab
PEG Ratio4.400.39Charles Schwab
EV/EBITDA12.67N/AN/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 Equity29.46%15.60%LPL Financial
Return on Assets (TTM)7.72%1.60%LPL Financial
Free Cash Flow (TTM)$-284.94M$2.05BCharles Schwab
Dividend Yield0.40%0.86%Charles Schwab
1-Year Return25.83%38.89%Charles Schwab
Price-to-Sales Ratio (TTM)1.837.90LPL Financial
Enterprise Value$26.74B$150.75BCharles Schwab
EV/Revenue Ratio1.946.97LPL Financial
Gross Profit Margin (TTM)25.80%N/AN/A
Revenue per Share (TTM)$181$12LPL Financial
Earnings per Share (Diluted)$14.58$3.72LPL Financial
Beta (Stock Volatility)0.610.97LPL Financial
Performance
News Sentiment
Key Stats
Valuation
Financials
Short Interest
Dividends

LPL Financial vs Charles Schwab Stock Performance Analysis

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LPL Financial
Charles Schwab
LPL Financial Stock Overview | Charles Schwab Stock Overview

Performance Comparison

Short-term Returns

Stock1D1W1M3M6MYTD
LPL Financial1.71%-8.34%-8.32%-18.01%8.45%-4.82%
Charles Schwab0.01%-2.98%0.59%1.51%34.21%27.30%

Long-term Returns

Stock1Y3Y5Y10Y15Y20Y
LPL Financial25.83%30.87%273.64%708.13%857.61%857.61%
Charles Schwab38.89%36.27%139.25%227.75%547.83%615.92%

News Based Sentiment: LPL Financial vs Charles Schwab

LPL Financial

News based Sentiment: MIXED

October was a month of contrasting signals for LPL Financial. While the company demonstrated impressive asset growth and continued to attract advisors, analyst ratings were mixed, reflecting uncertainty about the integration of Commonwealth Financial Network and its impact on near-term growth. This creates a nuanced investment picture.

View LPL Financial News Sentiment Analysis

Charles Schwab

News based Sentiment: POSITIVE

Charles Schwab delivered a strong second quarter, exceeding earnings and revenue expectations, and received positive analyst coverage. Continued institutional investment and a planned branch expansion further support a positive outlook, though some insider selling is present. The upcoming Q3 earnings report is a key catalyst to watch.

View Charles Schwab News Sentiment Analysis

Performance & Financial Health Analysis: LPL Financial vs Charles Schwab

MetricLPLASCHW
Market Information
Market Cap i$27.05B$179.37B
Market Cap CategoryLarge capLarge cap
10 Day Avg. Volume i903,0108,507,680
90 Day Avg. Volume i950,0279,622,230
Last Close$317.52$94.01
52 Week Range$236.59 - $403.58$64.16 - $99.59
% from 52W High-21.32%-5.60%
All-Time High$403.58 (Jul 31, 2025)$99.59 (Jul 29, 2025)
% from All-Time High-21.32%-5.60%
Growth Metrics
Quarterly Revenue Growth0.30%0.25%
Quarterly Earnings Growth0.12%0.60%
Financial Health
Profit Margin (TTM) i0.08%0.34%
Operating Margin (TTM) i0.12%0.48%
Return on Equity (TTM) i0.29%0.16%
Debt to Equity (MRQ) i146.77111.87
Cash & Liquidity
Book Value per Share (MRQ)$63.43$23.53
Cash per Share (MRQ)$73.58$45.24
Operating Cash Flow (TTM) i$563.67M$17.81B
Levered Free Cash Flow (TTM) i$1.06B$5.48B
Dividends
Last 12-Month Dividend Yield i0.40%0.86%
Last 12-Month Dividend i$1.50$0.77

Valuation & Enterprise Metrics Analysis: LPL Financial vs Charles Schwab

MetricLPLASCHW
Price Ratios
P/E Ratio (TTM) i21.5925.29
Forward P/E i16.9424.76
PEG Ratio i4.400.39
Price to Sales (TTM) i1.837.90
Price to Book (MRQ) i4.964.00
Market Capitalization
Market Capitalization i$27.05B$179.37B
Enterprise Value i$26.74B$150.75B
Enterprise Value Metrics
Enterprise to Revenue i1.946.97
Enterprise to EBITDA i12.67N/A
Risk & Other Metrics
Beta i0.610.97
Book Value per Share (MRQ) i$63.43$23.53

Financial Statements Comparison: LPL Financial vs Charles Schwab

Financial Metrics

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Revenue

EBITDA

Shareholders Equity

Operating Margin

Free Cash Flow

Long Term Debt

Profit Margin

Current Ratio

Operating Cash Flow

Income Statement (MRQ)

Metric (MRQ)LPLASCHW
Revenue/Sales i$3.67B$5.60B
Cost of Goods Sold i$2.70BN/A
Gross Profit i$966.40MN/A
Research & Development iN/AN/A
Operating Income (EBIT) i$503.12MN/A
EBITDA i$638.99MN/A
Pre-Tax Income i$417.25M$2.46B
Income Tax i$98.68M$546.00M
Net Income (Profit) i$318.57M$1.91B

Balance Sheet & Liquidity Metrics (MRQ)

Metric (MRQ)LPLASCHW
Cash & Equivalents i$1.23B$35.01B
Total Current Assets i$7.34BN/A
Total Current Liabilities i$3.35BN/A
Long-Term Debt i$5.96B$21.45B
Total Shareholders Equity i$3.12B$49.51B
Retained Earnings i$5.37B$38.88B
Property, Plant & Equipment i$1.37B$3.28B

Cash Flow Statement Comparison (MRQ)

Metric (MRQ)LPLASCHW
Operating Cash Flow i$271.04M$5.20B
Capital Expenditures iN/A$-117.00M
Free Cash Flow i$220.34M$6.24B
Debt Repayment i$-1.12B$-18.76B
Common Stock Repurchase i$-100.24M$-1.50B

Short Interest & Institutional Ownership Analysis

MetricLPLASCHW
Shares Short i2.18M20.84M
Short Ratio i2.692.33
Short % of Float i0.03%0.01%
Average Daily Volume (10 Day) i903,0108,507,680
Average Daily Volume (90 Day) i950,0279,622,230
Shares Outstanding i74.66M1.83B
Float Shares i79.46M1.71B
% Held by Insiders i0.01%0.06%
% Held by Institutions i1.01%0.85%

Dividend Analysis & Yield Comparison: LPL Financial vs Charles Schwab

MetricLPLASCHW
Last 12-Month Dividend i$1.50$0.77
Last 12-Month Dividend Yield i0.40%0.86%
3-Year Avg Annual Dividend i$1.27$0.90
3-Year Avg Dividend Yield i0.11%0.36%
3-Year Total Dividends i$3.80$2.71
Ex-Dividend DateAug 15, 2025Feb 14, 2025