LPL Financial [LPLA] vs Charles Schwab [SCHW] Detailed Stock Comparison

LPL Financial Holdings Inc.

NASDAQ
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Charles Schwab Corporation

NYSE
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TLDR: Quick Comparison Summary

Based on 21 vital metrics comparison: LPL Financial Holdings Inc. wins in 7 metrics, Charles Schwab Corporation wins in 12 metrics, with 0 ties. Charles Schwab Corporation appears stronger overall.

View Metrics Details

Vital Metrics Comparison

Metric LPL Financial Holdings Inc. Charles Schwab Corporation Better
P/E Ratio (TTM) 29.86 17.59 Charles Schwab Corporation
Price-to-Book Ratio 4.88 3.14 Charles Schwab Corporation
Debt-to-Equity Ratio 141.66 67.07 Charles Schwab Corporation
PEG Ratio 7.72 0.46 Charles Schwab Corporation
EV/EBITDA 14.11 N/A N/A
Profit Margin (TTM) 5.20% 37.99% Charles Schwab Corporation
Operating Margin (TTM) 10.07% 49.18% Charles Schwab Corporation
EBITDA Margin (TTM) 10.07% 49.18% Charles Schwab Corporation
Return on Equity 20.86% 19.09% LPL Financial Holdings Inc.
Return on Assets (TTM) 5.43% 1.97% LPL Financial Holdings Inc.
Free Cash Flow (TTM) $-981.78M $8.76B Charles Schwab Corporation
Dividend Yield 0.39% 1.49% Charles Schwab Corporation
1-Year Return -20.96% 4.28% Charles Schwab Corporation
Price-to-Sales Ratio (TTM) 1.58 6.25 LPL Financial Holdings Inc.
Enterprise Value $30.80B $102.72B Charles Schwab Corporation
EV/Revenue Ratio 1.86 4.14 LPL Financial Holdings Inc.
Gross Profit Margin (TTM) 23.67% N/A N/A
Revenue per Share (TTM) $211 $14 LPL Financial Holdings Inc.
Earnings per Share (Diluted) $10.91 $5.03 LPL Financial Holdings Inc.
Beta (Stock Volatility) 0.57 0.90 LPL Financial Holdings Inc.
Short % of Float 4.68% 0.00% Charles Schwab Corporation

LPL Financial Holdings Inc. vs Charles Schwab Corporation Stock Performance Analysis

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LPLA
SCHW

Performance Comparison

Short-term Returns

Stock1D1W1M3M6MYTD
LPL Financial Holdings Inc.-0.11%4.09%-1.47%3.97%-20.92%-18.34%
Charles Schwab Corporation-0.16%3.26%0.08%-2.86%-4.54%-10.46%

Long-term Returns

Stock1Y3Y5Y10Y15Y20Y
LPL Financial Holdings Inc.-20.96%41.48%119.64%1,117.21%758.73%806.93%
Charles Schwab Corporation4.28%67.46%30.46%221.00%472.60%486.98%

Performance & Financial Health Analysis: LPL Financial Holdings Inc. vs Charles Schwab Corporation

MetricLPLASCHW
Market Information
Market Cap i$25.74B$155.07B
Market Cap CategoryLarge capLarge cap
10 Day Avg. Volume i785,05514,313,280
90 Day Avg. Volume i945,03510,778,233
Last Close$295.32$90.95
52 Week Range$260.15 - $403.58$83.96 - $107.50
% from 52W High-26.82%-15.40%
All-Time High$403.58 (Jul 31, 2025)$107.50 (Feb 10, 2026)
% from All-Time High-26.82%-15.40%
Growth Metrics
Quarterly Revenue Growth0.42%0.16%
Quarterly Earnings Growth0.11%0.30%
Financial Health
Profit Margin (TTM) i0.05%0.38%
Operating Margin (TTM) i0.10%0.49%
Return on Equity (TTM) i0.21%0.19%
Debt to Equity (MRQ) i141.6667.07
Cash & Liquidity
Book Value per Share (MRQ)$66.76$28.18
Cash per Share (MRQ)$35.78$48.57
Operating Cash Flow (TTM) i$-411,404,000$-3,545,000,000
Levered Free Cash Flow (TTM) i$863.02M$8.42B
Dividends
Last 12-Month Dividend Yield i0.39%1.49%
Last 12-Month Dividend i$1.50$1.40

Valuation & Enterprise Metrics Analysis: LPL Financial Holdings Inc. vs Charles Schwab Corporation

MetricLPLA (Apr 24, 2026)SCHW (Apr 26, 2026)
Price Ratios
P/E Ratio (TTM) i29.8617.59
Forward P/E i11.5312.66
PEG Ratio i7.720.46
Price to Sales (TTM) i1.586.25
Price to Book (MRQ) i4.883.14
Market Capitalization
Market Capitalization i$25.74B$155.07B
Enterprise Value i$30.80B$102.72B
Enterprise Value Metrics
Enterprise to Revenue i1.864.14
Enterprise to EBITDA i14.11N/A
Risk & Other Metrics
Beta i0.570.90
Book Value per Share (MRQ) i$66.76$28.18

Financial Statements Comparison: LPL Financial Holdings Inc. vs Charles Schwab Corporation

Financial Metrics

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Revenue

Operating Margin

Profit Margin

Long Term Debt

Income Flow Analysis

Financial Statements Comparison

Income Statement

MetricLPLA (2025)SCHW (2025)
Revenue/Sales i16.99B23.92B
Cost of Goods Sold i12.97BN/A
COGS % of Revenue i76.3%0.0%
Gross Profit i4.02BN/A
Gross Margin i23.7%0.0%
Research & Development iN/AN/A
Operating Income (EBIT) i1.55BN/A
Operating Margin i9.1%0.0%
EBITDA i2.18BN/A
EBITDA Margin i12.8%0.0%
Pre-Tax Income i1.15B11.46B
Pre-Tax Income % of Revenue i6.8%47.9%
Income Tax i286.48M2.61B
Income Tax % of Revenue i1.7%10.9%
Net Income (Profit) i863.02M8.85B
Profit Margin i5.1%37.0%

Balance Sheet & Liquidity Metrics

MetricLPLA (2025)SCHW (2025)
Cash & Equivalents i1.04B46.03B
Total Current Assets i9.18BN/A
Total Current Assets % of Revenue i54.1%0.0%
Total Current Liabilities i3.99BN/A
Total Current Liabilities % of Revenue i23.5%0.0%
Long-Term Debt i7.38B22.19B
Long-Term Debt % of Revenue i43.5%92.8%
Total Shareholders Equity i5.34B49.43B
Retained Earnings i5.84B44.07B
Retained Earnings % of Revenue i34.3%184.2%
Property, Plant & Equipment i173.54M1.07B

Cash Flow Statement Comparison

MetricLPLA (2025)SCHW (2025)
Operating Cash Flow i-955.12M-3.55B
Operating Cash Flow % of Revenue i-5.6%-14.8%
Capital Expenditures iN/A-548.00M
Free Cash Flow i-981.78M8.76B
FCF Margin i-5.8%36.6%
Debt Repayment i-1.85B-81.64B
Common Stock Repurchase i-100.00M-9.80B

Short Interest & Institutional Ownership Analysis

MetricLPLASCHW
Shares Short i3.74M11,517
Short Ratio i3.690.00
Short % of Float i4.68%0.00%
Shares Outstanding i80.06M1.74B
Float Shares i79.54M1.64B
% Held by Insiders i0.41%6.17%
% Held by Institutions i103.31%85.54%
% Held by Public i-3.72%8.29%

Dividend Analysis & Yield Comparison: LPL Financial Holdings Inc. vs Charles Schwab Corporation

MetricLPLASCHW
Last 12-Month Dividend i$1.50$1.40
Last 12-Month Dividend Yield i0.39%1.49%
3-Year Avg Annual Dividend i$1.30$1.05
3-Year Avg Dividend Yield i0.11%0.36%
3-Year Total Dividends i$3.90$3.15
Ex-Dividend DateMar 10, 2026Feb 13, 2026