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

Charles Schwab Corporation

NYSE
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LPL Financial Holdings Inc.

NASDAQ
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TLDR: Quick Comparison Summary

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

View Metrics Details

Vital Metrics Comparison

Metric Charles Schwab Corporation LPL Financial Holdings Inc. Better
P/E Ratio (TTM) 17.59 29.86 Charles Schwab Corporation
Price-to-Book Ratio 3.14 4.88 Charles Schwab Corporation
Debt-to-Equity Ratio 67.07 141.66 Charles Schwab Corporation
PEG Ratio 0.46 7.72 Charles Schwab Corporation
EV/EBITDA N/A 14.11 N/A
Profit Margin (TTM) 37.99% 5.20% Charles Schwab Corporation
Operating Margin (TTM) 49.18% 10.07% Charles Schwab Corporation
EBITDA Margin (TTM) 49.18% 10.07% Charles Schwab Corporation
Return on Equity 19.09% 20.86% LPL Financial Holdings Inc.
Return on Assets (TTM) 1.97% 5.43% LPL Financial Holdings Inc.
Free Cash Flow (TTM) $8.76B $-981.78M Charles Schwab Corporation
Dividend Yield 1.49% 0.39% Charles Schwab Corporation
1-Year Return -1.12% -29.29% Charles Schwab Corporation
Price-to-Sales Ratio (TTM) 6.25 1.58 LPL Financial Holdings Inc.
Enterprise Value $102.72B $30.80B Charles Schwab Corporation
EV/Revenue Ratio 4.14 1.86 LPL Financial Holdings Inc.
Gross Profit Margin (TTM) N/A 23.67% N/A
Revenue per Share (TTM) $14 $211 LPL Financial Holdings Inc.
Earnings per Share (Diluted) $5.03 $10.91 LPL Financial Holdings Inc.
Beta (Stock Volatility) 0.90 0.57 LPL Financial Holdings Inc.
Short % of Float 0.00% 4.68% Charles Schwab Corporation

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

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SCHW
LPLA

Performance Comparison

Short-term Returns

Stock1D1W1M3M6MYTD
Charles Schwab Corporation-1.16%-2.00%-4.23%-8.25%-4.84%-13.74%
LPL Financial Holdings Inc.3.72%-3.47%-15.03%-10.91%-23.28%-24.61%

Long-term Returns

Stock1Y3Y5Y10Y15Y20Y
Charles Schwab Corporation-1.12%60.66%15.36%198.94%421.18%414.73%
LPL Financial Holdings Inc.-29.29%35.02%94.38%935.83%660.26%739.79%

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

MetricSCHWLPLA
Market Information
Market Cap i$155.07B$25.74B
Market Cap CategoryLarge capLarge cap
10 Day Avg. Volume i14,313,280785,055
90 Day Avg. Volume i10,778,233945,035
Last Close$86.59$282.67
52 Week Range$83.96 - $107.50$260.15 - $403.58
% from 52W High-19.45%-29.96%
All-Time High$107.50 (Feb 10, 2026)$403.58 (Jul 31, 2025)
% from All-Time High-19.45%-29.96%
Growth Metrics
Quarterly Revenue Growth0.16%0.42%
Quarterly Earnings Growth0.30%0.11%
Financial Health
Profit Margin (TTM) i0.38%0.05%
Operating Margin (TTM) i0.49%0.10%
Return on Equity (TTM) i0.19%0.21%
Debt to Equity (MRQ) i67.07141.66
Cash & Liquidity
Book Value per Share (MRQ)$28.18$66.76
Cash per Share (MRQ)$48.57$35.78
Operating Cash Flow (TTM) i$-3,545,000,000$-411,404,000
Levered Free Cash Flow (TTM) i$8.42B$863.02M
Dividends
Last 12-Month Dividend Yield i1.49%0.39%
Last 12-Month Dividend i$1.40$1.50

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

MetricSCHW (Apr 26, 2026)LPLA (Apr 24, 2026)
Price Ratios
P/E Ratio (TTM) i17.5929.86
Forward P/E i12.6611.53
PEG Ratio i0.467.72
Price to Sales (TTM) i6.251.58
Price to Book (MRQ) i3.144.88
Market Capitalization
Market Capitalization i$155.07B$25.74B
Enterprise Value i$102.72B$30.80B
Enterprise Value Metrics
Enterprise to Revenue i4.141.86
Enterprise to EBITDA iN/A14.11
Risk & Other Metrics
Beta i0.900.57
Book Value per Share (MRQ) i$28.18$66.76

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

Financial Metrics

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Revenue

Operating Margin

Profit Margin

Long Term Debt

Income Flow Analysis

Financial Statements Comparison

Income Statement

MetricSCHW (2025)LPLA (2025)
Revenue/Sales i23.92B16.99B
Cost of Goods Sold iN/A12.97B
COGS % of Revenue i0.0%76.3%
Gross Profit iN/A4.02B
Gross Margin i0.0%23.7%
Research & Development iN/AN/A
Operating Income (EBIT) iN/A1.55B
Operating Margin i0.0%9.1%
EBITDA iN/A2.18B
EBITDA Margin i0.0%12.8%
Pre-Tax Income i11.46B1.15B
Pre-Tax Income % of Revenue i47.9%6.8%
Income Tax i2.61B286.48M
Income Tax % of Revenue i10.9%1.7%
Net Income (Profit) i8.85B863.02M
Profit Margin i37.0%5.1%

Balance Sheet & Liquidity Metrics

MetricSCHW (2025)LPLA (2025)
Cash & Equivalents i46.03B1.04B
Total Current Assets iN/A9.18B
Total Current Assets % of Revenue i0.0%54.1%
Total Current Liabilities iN/A3.99B
Total Current Liabilities % of Revenue i0.0%23.5%
Long-Term Debt i22.19B7.38B
Long-Term Debt % of Revenue i92.8%43.5%
Total Shareholders Equity i49.43B5.34B
Retained Earnings i44.07B5.84B
Retained Earnings % of Revenue i184.2%34.3%
Property, Plant & Equipment i1.07B173.54M

Cash Flow Statement Comparison

MetricSCHW (2025)LPLA (2025)
Operating Cash Flow i-3.55B-955.12M
Operating Cash Flow % of Revenue i-14.8%-5.6%
Capital Expenditures i-548.00MN/A
Free Cash Flow i8.76B-981.78M
FCF Margin i36.6%-5.8%
Debt Repayment i-81.64B-1.85B
Common Stock Repurchase i-9.80B-100.00M

Short Interest & Institutional Ownership Analysis

MetricSCHWLPLA
Shares Short i11,5173.74M
Short Ratio i0.003.69
Short % of Float i0.00%4.68%
Shares Outstanding i1.74B80.06M
Float Shares i1.64B79.54M
% Held by Insiders i6.17%0.41%
% Held by Institutions i85.54%103.31%
% Held by Public i8.29%-3.72%

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

MetricSCHWLPLA
Last 12-Month Dividend i$1.40$1.50
Last 12-Month Dividend Yield i1.49%0.39%
3-Year Avg Annual Dividend i$1.05$1.30
3-Year Avg Dividend Yield i0.36%0.11%
3-Year Total Dividends i$3.15$3.90
Ex-Dividend DateFeb 13, 2026Mar 10, 2026