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LPL Financial (LPLA) Competitors

LPL Financial logo
$319.79 +0.47 (+0.15%)
As of 04/30/2025 04:00 PM Eastern

LPLA vs. RJF, SF, EVR, LAZ, BGC, PIPR, 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), BGC Group (BGC), Piper Sandler Companies (PIPR), 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.

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

LPL Financial pays an annual dividend of $1.20 per share and has a dividend yield of 0.4%. Raymond James pays an annual dividend of $2.00 per share and has a dividend yield of 1.5%. LPL Financial pays out 8.5% of its earnings in the form of a dividend. Raymond James pays out 19.2% 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.

In the previous week, Raymond James had 39 more articles in the media than LPL Financial. MarketBeat recorded 59 mentions for Raymond James and 20 mentions for LPL Financial. LPL Financial's average media sentiment score of 1.47 beat Raymond James' score of 0.82 indicating that LPL Financial is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
LPL Financial
17 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Raymond James
18 Very Positive mention(s)
9 Positive mention(s)
20 Neutral mention(s)
5 Negative mention(s)
0 Very Negative mention(s)
Positive

Raymond James received 255 more outperform votes than LPL Financial when rated by MarketBeat users. However, 58.95% of users gave LPL Financial an outperform vote while only 57.42% of users gave Raymond James an outperform vote.

CompanyUnderperformOutperform
LPL FinancialOutperform Votes
507
58.95%
Underperform Votes
353
41.05%
Raymond JamesOutperform Votes
762
57.42%
Underperform Votes
565
42.58%

LPL Financial presently has a consensus price target of $369.83, suggesting a potential upside of 15.65%. Raymond James has a consensus price target of $153.82, suggesting a potential upside of 12.22%. Given LPL Financial's stronger consensus rating and higher probable upside, analysts plainly believe LPL Financial is more favorable than Raymond James.

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

95.7% of LPL Financial shares are owned by institutional investors. Comparatively, 83.8% of Raymond James shares are owned by institutional investors. 1.3% of LPL Financial shares are owned by company insiders. Comparatively, 0.5% of Raymond James shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company is poised for long-term growth.

LPL Financial has a beta of 0.64, meaning that its share price is 36% less volatile than the S&P 500. Comparatively, Raymond James has a beta of 0.94, meaning that its share price is 6% less volatile than the S&P 500.

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
LPL Financial8.55% 49.41% 10.83%
Raymond James 14.06%19.71%2.74%

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
LPL Financial$12.39B2.05$1.06B$14.0422.78
Raymond James$13.43B2.09$2.07B$10.3913.19

Summary

LPL Financial beats Raymond James on 12 of the 21 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$25.34B$29.36B$11.12B$7.83B
Dividend Yield0.38%1.52%5.79%4.22%
P/E Ratio22.7818.8522.0018.48
Price / Sales2.056.9526.08103.59
Price / Cash18.0821.1217.6034.62
Price / Book11.635.342.654.25
Net Income$1.06B$1.00B$1.03B$248.23M
7 Day Performance1.25%2.37%0.57%0.89%
1 Month Performance-4.49%3.69%-0.43%3.53%
1 Year Performance20.45%5.15%537.91%5.08%

LPL Financial Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
LPLA
LPL Financial
4.8237 of 5 stars
$319.79
+0.1%
$369.83
+15.6%
+18.8%$25.34B$12.39B22.786,900Positive News
RJF
Raymond James
4.879 of 5 stars
$136.74
-0.5%
$157.64
+15.3%
+12.4%$28.02B$13.15B13.3419,000Analyst Downgrade
Insider Trade
Analyst Revision
Gap Down
SF
Stifel Financial
4.5305 of 5 stars
$85.72
-0.1%
$105.50
+23.1%
+7.0%$8.90B$4.99B13.749,000
EVR
Evercore
4.39 of 5 stars
$196.13
-0.7%
$238.43
+21.6%
+13.5%$7.67B$2.98B21.652,120Earnings Report
Dividend Increase
News Coverage
Gap Up
LAZ
Lazard
4.4321 of 5 stars
$38.95
+0.8%
$46.83
+20.2%
+0.8%$4.39B$3.09B14.633,400Earnings Report
Dividend Announcement
Analyst Forecast
BGC
BGC Group
3.4246 of 5 stars
$8.97
-0.7%
$14.50
+61.7%
+15.7%$4.33B$2.21B34.483,856
PIPR
Piper Sandler Companies
N/A$238.48
+0.2%
$286.00
+19.9%
N/A$4.24B$1.48B23.331,790Upcoming Earnings
Positive News
OPY
Oppenheimer
2.4674 of 5 stars
$58.17
-0.9%
N/A+47.4%$612.24M$1.43B9.132,910Earnings Report
Dividend Announcement
Short Interest ↑
FBRC
FBR & Co.
N/A$17.55
flat
N/AN/A$124.61MN/A0.00259News Coverage
MS
Morgan Stanley
4.7402 of 5 stars
$115.93
-0.1%
$130.50
+12.6%
+27.2%$186.93B$59.92B14.6082,400Gap Down
GS
The Goldman Sachs Group
4.8513 of 5 stars
$547.22
+0.4%
$593.40
+8.4%
+28.4%$170.76B$54.36B13.5048,500Gap Down

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This page (NASDAQ:LPLA) was last updated on 5/1/2025 by MarketBeat.com Staff
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