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LPL Financial (LPLA) Competitors

LPL Financial logo
$377.95 -6.25 (-1.63%)
Closing price 04:00 PM Eastern
Extended Trading
$394.78 +16.83 (+4.45%)
As of 04:20 PM Eastern
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LPLA vs. RJF, SF, EVR, LAZ, PIPR, BGC, OPY, FBRC, MS, and GS

Should you be buying LPL Financial stock or one of its competitors? The main competitors of LPL Financial include Raymond James (RJF), Stifel Financial (SF), Evercore (EVR), Lazard (LAZ), Piper Sandler Companies (PIPR), BGC Group (BGC), Oppenheimer (OPY), FBR & Co. (FBRC), Morgan Stanley (MS), and The Goldman Sachs Group (GS). These companies are all part of the "investment banking & brokerage" industry.

LPL Financial vs.

Raymond James (NYSE:RJF) and LPL Financial (NASDAQ:LPLA) are both large-cap finance companies, but which is the better investment? We will compare the two companies based on the strength of their risk, community ranking, institutional ownership, profitability, earnings, valuation, media sentiment, analyst recommendations and dividends.

Raymond James pays an annual dividend of $2.00 per share and has a dividend yield of 1.3%. LPL Financial pays an annual dividend of $1.20 per share and has a dividend yield of 0.3%. Raymond James pays out 19.2% of its earnings in the form of a dividend. LPL Financial pays out 8.3% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years. Raymond James has increased its dividend for 3 consecutive years. Raymond James is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

Raymond James has a beta of 1.02, suggesting that its stock price is 2% more volatile than the S&P 500. Comparatively, LPL Financial has a beta of 0.65, suggesting that its stock price is 35% less volatile than the S&P 500.

Raymond James received 256 more outperform votes than LPL Financial when rated by MarketBeat users. However, 58.91% of users gave LPL Financial an outperform vote while only 57.35% of users gave Raymond James an outperform vote.

CompanyUnderperformOutperform
Raymond JamesOutperform Votes
765
57.35%
Underperform Votes
569
42.65%
LPL FinancialOutperform Votes
509
58.91%
Underperform Votes
355
41.09%

Raymond James has a net margin of 14.06% compared to LPL Financial's net margin of 8.55%. LPL Financial's return on equity of 49.41% beat Raymond James' return on equity.

Company Net Margins Return on Equity Return on Assets
Raymond James14.06% 19.71% 2.74%
LPL Financial 8.55%49.41%10.83%

In the previous week, Raymond James had 25 more articles in the media than LPL Financial. MarketBeat recorded 47 mentions for Raymond James and 22 mentions for LPL Financial. LPL Financial's average media sentiment score of 1.14 beat Raymond James' score of 1.06 indicating that LPL Financial is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Raymond James
18 Very Positive mention(s)
6 Positive mention(s)
14 Neutral mention(s)
3 Negative mention(s)
0 Very Negative mention(s)
Positive
LPL Financial
15 Very Positive mention(s)
1 Positive mention(s)
6 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Raymond James presently has a consensus price target of $153.82, indicating a potential upside of 1.19%. LPL Financial has a consensus price target of $374.42, indicating a potential downside of 2.97%. Given Raymond James' higher possible upside, equities research analysts plainly believe Raymond James is more favorable than LPL Financial.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Raymond James
0 Sell rating(s)
10 Hold rating(s)
2 Buy rating(s)
1 Strong Buy rating(s)
2.31
LPL Financial
0 Sell rating(s)
0 Hold rating(s)
12 Buy rating(s)
0 Strong Buy rating(s)
3.00

83.8% of Raymond James shares are held by institutional investors. Comparatively, 95.7% of LPL Financial shares are held by institutional investors. 0.5% of Raymond James shares are held by company insiders. Comparatively, 0.7% of LPL Financial shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock is poised for long-term growth.

Raymond James has higher revenue and earnings than LPL Financial. Raymond James is trading at a lower price-to-earnings ratio than LPL Financial, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Raymond James$13.43B2.28$2.07B$10.3914.63
LPL Financial$13.22B2.33$1.06B$14.4526.70

Summary

LPL Financial beats Raymond James on 12 of the 22 factors compared between the two stocks.

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New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding {thisCompany.Symbol} and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NASDAQ and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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LPLA vs. The Competition

MetricLPL FinancialSecurity & commodity brokers IndustryFinance SectorNASDAQ Exchange
Market Cap$30.86B$30.76B$11.61B$8.47B
Dividend Yield0.31%1.42%5.46%4.11%
P/E Ratio27.4819.9622.7119.95
Price / Sales2.337.5627.46114.60
Price / Cash18.0821.1217.6234.62
Price / Book14.045.752.834.58
Net Income$1.06B$1.00B$1.04B$248.19M
7 Day Performance0.22%1.20%0.43%2.14%
1 Month Performance31.54%17.12%8.67%16.20%
1 Year Performance43.11%7.32%538.56%7.87%

LPL Financial Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
LPLA
LPL Financial
4.7328 of 5 stars
$377.95
-1.6%
$377.50
-0.1%
+42.6%$30.23B$13.22B26.926,900News Coverage
Positive News
Analyst Forecast
RJF
Raymond James
4.6845 of 5 stars
$151.54
+4.2%
$153.82
+1.5%
+21.9%$31.05B$13.43B14.7819,000Positive News
Analyst Revision
SF
Stifel Financial
4.6382 of 5 stars
$98.42
+7.7%
$105.50
+7.2%
+18.8%$10.14B$4.99B15.779,000Positive News
Gap Up
EVR
Evercore
4.0365 of 5 stars
$233.62
+7.7%
$229.00
-2.0%
+16.2%$9.14B$3.09B25.782,120
LAZ
Lazard
4.5436 of 5 stars
$45.98
+8.1%
$45.00
-2.1%
+9.8%$5.19B$2.97B17.293,400Gap Down
PIPR
Piper Sandler Companies
N/A$266.92
+6.1%
$286.00
+7.1%
N/A$4.75B$1.49B26.171,790Positive News
BGC
BGC Group
3.7455 of 5 stars
$9.32
+1.6%
$14.50
+55.7%
+9.3%$4.50B$2.29B35.873,856
OPY
Oppenheimer
2.5204 of 5 stars
$63.35
+3.6%
N/A+47.9%$666.76M$1.45B9.952,910Gap Up
FBRC
FBR & Co.
N/A$17.55
flat
N/AN/A$124.61MN/A0.00259
MS
Morgan Stanley
4.4075 of 5 stars
$127.10
+4.4%
$132.46
+4.2%
+28.6%$204.18B$59.92B16.0382,400Trending News
GS
The Goldman Sachs Group
4.8213 of 5 stars
$592.68
+4.5%
$593.40
+0.1%
+31.0%$181.90B$54.36B14.6248,500

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This page (NASDAQ:LPLA) was last updated on 5/21/2025 by MarketBeat.com Staff
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