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

Charles Schwab

NYSE
Loading...

LPL Financial

NASDAQ
Loading...

TLDR: Quick Comparison Summary

Based on 20 vital metrics comparison: Charles Schwab wins in 9 metrics, LPL Financial wins in 9 metrics, with 0 ties. Both stocks appear equally matched on key metrics.

View Metrics Details

Vital Metrics Comparison

MetricCharles SchwabLPL FinancialBetter
P/E Ratio (TTM)24.7424.68LPL Financial
Price-to-Book Ratio3.915.25Charles Schwab
Debt-to-Equity Ratio111.87144.62Charles Schwab
PEG Ratio0.385.03Charles Schwab
EV/EBITDAN/A13.31N/A
Profit Margin (TTM)33.68%8.13%Charles Schwab
Operating Margin (TTM)47.91%11.81%Charles Schwab
EBITDA Margin (TTM)47.91%11.81%Charles Schwab
Return on Equity15.60%29.46%LPL Financial
Return on Assets (TTM)1.60%7.72%LPL Financial
Free Cash Flow (TTM)$2.05B$-284.94MCharles Schwab
Dividend Yield0.86%0.40%Charles Schwab
1-Year Return50.79%65.27%LPL Financial
Price-to-Sales Ratio (TTM)7.732.09LPL Financial
Enterprise Value$147.06B$28.09BCharles Schwab
EV/Revenue Ratio6.802.04LPL Financial
Gross Profit Margin (TTM)N/A25.80%N/A
Revenue per Share (TTM)$12$181LPL Financial
Earnings per Share (Diluted)$3.72$13.49LPL Financial
Beta (Stock Volatility)0.960.66LPL Financial
Performance
News Sentiment
Key Stats
Valuation
Financials
Short Interest
Dividends

Charles Schwab vs LPL Financial Stock Performance Analysis

Loading Price Chart...

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

Performance Comparison

Short-term Returns

Stock1D1W1M3M6MYTD
Charles Schwab0.24%-2.55%-4.06%6.19%31.49%26.86%
LPL Financial-0.16%-6.30%-8.28%-10.63%9.29%3.65%

Long-term Returns

Stock1Y3Y5Y10Y15Y20Y
Charles Schwab50.79%30.33%159.98%229.24%582.23%552.75%
LPL Financial65.27%47.87%330.56%771.94%942.85%942.85%

News Based Sentiment: Charles Schwab vs LPL Financial

Charles Schwab

News based Sentiment: MIXED

Schwab delivered a strong Q2 earnings report and announced a substantial share buyback, signaling confidence. However, insider selling and mixed analyst ratings, coupled with market volatility, create a complex picture for investors. The company's international expansion adds another layer to the story.

View Charles Schwab News Sentiment Analysis

LPL Financial

News based Sentiment: POSITIVE

LPL Financial delivered a strong Q2 with earnings and revenue beats, coupled with significant investments in technology, particularly AI. While a recent share price dip and mixed institutional activity introduce some caution, the overall narrative points to continued growth and a positive outlook, making this a noteworthy month for investors.

View LPL Financial News Sentiment Analysis

Performance & Financial Health Analysis: Charles Schwab vs LPL Financial

MetricSCHWLPLA
Market Information
Market Cap i$167.09B$28.80B
Market Cap CategoryLarge capLarge cap
10 Day Avg. Volume i8,780,010698,064
90 Day Avg. Volume i8,241,777831,668
Last Close$93.67$339.97
52 Week Range$61.16 - $99.59$204.41 - $403.58
% from 52W High-5.94%-15.76%
All-Time High$99.59 (Jul 29, 2025)$403.58 (Jul 31, 2025)
% from All-Time High-5.94%-15.76%
Growth Metrics
Quarterly Revenue Growth0.25%0.30%
Quarterly Earnings Growth0.60%0.12%
Financial Health
Profit Margin (TTM) i0.34%0.08%
Operating Margin (TTM) i0.48%0.12%
Return on Equity (TTM) i0.16%0.29%
Debt to Equity (MRQ) i111.87144.62
Cash & Liquidity
Book Value per Share (MRQ)$23.53$63.43
Cash per Share (MRQ)$45.24$73.58
Operating Cash Flow (TTM) i$17.81B$563.67M
Levered Free Cash Flow (TTM) i$5.48B$1.06B
Dividends
Last 12-Month Dividend Yield i0.86%0.40%
Last 12-Month Dividend i$0.77$1.50

Valuation & Enterprise Metrics Analysis: Charles Schwab vs LPL Financial

MetricSCHWLPLA
Price Ratios
P/E Ratio (TTM) i24.7424.68
Forward P/E i24.2217.92
PEG Ratio i0.385.03
Price to Sales (TTM) i7.732.09
Price to Book (MRQ) i3.915.25
Market Capitalization
Market Capitalization i$167.09B$28.80B
Enterprise Value i$147.06B$28.09B
Enterprise Value Metrics
Enterprise to Revenue i6.802.04
Enterprise to EBITDA iN/A13.31
Risk & Other Metrics
Beta i0.960.66
Book Value per Share (MRQ) i$23.53$63.43

Financial Statements Comparison: Charles Schwab vs LPL Financial

Financial Metrics

Loading Financial Charts...

Revenue

EBITDA

Shareholders Equity

Operating Margin

Free Cash Flow

Long Term Debt

Profit Margin

Current Ratio

Operating Cash Flow

Income Statement (MRQ)

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

Balance Sheet & Liquidity Metrics (MRQ)

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

Cash Flow Statement Comparison (MRQ)

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

Short Interest & Institutional Ownership Analysis

MetricSCHWLPLA
Shares Short i19.06M2.83M
Short Ratio i2.043.15
Short % of Float i0.01%0.04%
Average Daily Volume (10 Day) i8,780,010698,064
Average Daily Volume (90 Day) i8,241,777831,668
Shares Outstanding i1.83B74.66M
Float Shares i1.71B79.45M
% Held by Insiders i0.06%0.01%
% Held by Institutions i0.85%1.00%

Dividend Analysis & Yield Comparison: Charles Schwab vs LPL Financial

MetricSCHWLPLA
Last 12-Month Dividend i$0.77$1.50
Last 12-Month Dividend Yield i0.86%0.40%
3-Year Avg Annual Dividend i$0.90$1.27
3-Year Avg Dividend Yield i0.36%0.11%
3-Year Total Dividends i$2.71$3.80
Ex-Dividend DateFeb 14, 2025Aug 15, 2025