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LPL Financial (LPLA) Competitors

LPL Financial logo
$363.44 +2.20 (+0.61%)
As of 01:47 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.

LPLA vs. IBKR, AMP, EQH, MET, PFG, PRU, RJF, SCHW, SF, and EVR

Should you be buying LPL Financial stock or one of its competitors? The main competitors of LPL Financial include Interactive Brokers Group (IBKR), Ameriprise Financial (AMP), Equitable (EQH), MetLife (MET), Principal Financial Group (PFG), Prudential Financial (PRU), Raymond James Financial (RJF), Charles Schwab (SCHW), Stifel Financial (SF), and Evercore (EVR). These companies are all part of the "finance" sector.

LPL Financial vs. Its Competitors

LPL Financial (NASDAQ:LPLA) and Interactive Brokers Group (NASDAQ:IBKR) are both large-cap finance companies, but which is the superior investment? We will contrast the two companies based on the strength of their earnings, dividends, valuation, profitability, risk, analyst recommendations, media sentiment and institutional ownership.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
LPL Financial$12.39B2.35$1.06B$14.6224.86
Interactive Brokers Group$5.19B20.36$755M$1.9432.09

LPL Financial pays an annual dividend of $1.20 per share and has a dividend yield of 0.3%. Interactive Brokers Group pays an annual dividend of $0.32 per share and has a dividend yield of 0.5%. LPL Financial pays out 8.2% of its earnings in the form of a dividend. Interactive Brokers Group pays out 16.5% 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. Interactive Brokers Group has raised its dividend for 2 consecutive years. Interactive Brokers Group is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

95.7% of LPL Financial shares are owned by institutional investors. Comparatively, 23.8% of Interactive Brokers Group shares are owned by institutional investors. 1.3% of LPL Financial shares are owned by company insiders. Comparatively, 3.0% of Interactive Brokers Group shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company is poised for long-term growth.

Interactive Brokers Group has a net margin of 9.78% compared to LPL Financial's net margin of 7.91%. LPL Financial's return on equity of 39.80% beat Interactive Brokers Group's return on equity.

Company Net Margins Return on Equity Return on Assets
LPL Financial7.91% 39.80% 9.76%
Interactive Brokers Group 9.78%4.92%0.53%

In the previous week, LPL Financial had 12 more articles in the media than Interactive Brokers Group. MarketBeat recorded 31 mentions for LPL Financial and 19 mentions for Interactive Brokers Group. LPL Financial's average media sentiment score of 1.41 beat Interactive Brokers Group's score of 1.12 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
25 Very Positive mention(s)
2 Positive mention(s)
4 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Interactive Brokers Group
13 Very Positive mention(s)
3 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

LPL Financial currently has a consensus target price of $383.58, suggesting a potential upside of 5.54%. Interactive Brokers Group has a consensus target price of $59.38, suggesting a potential downside of 4.62%. Given LPL Financial's higher possible upside, equities research analysts plainly believe LPL Financial is more favorable than Interactive Brokers Group.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
LPL Financial
1 Sell rating(s)
1 Hold rating(s)
10 Buy rating(s)
0 Strong Buy rating(s)
2.75
Interactive Brokers Group
0 Sell rating(s)
1 Hold rating(s)
7 Buy rating(s)
0 Strong Buy rating(s)
2.88

LPL Financial has a beta of 0.66, meaning that its share price is 34% less volatile than the S&P 500. Comparatively, Interactive Brokers Group has a beta of 1.22, meaning that its share price is 22% more volatile than the S&P 500.

Summary

LPL Financial beats Interactive Brokers Group on 11 of the 19 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 LPLA 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 FinancialFIN IndustryFinance SectorNASDAQ Exchange
Market Cap$29.07B$97.39B$12.65B$9.71B
Dividend Yield0.34%1.90%5.52%4.09%
P/E Ratio24.8618.2119.3725.97
Price / Sales2.356.0226.97120.77
Price / Cash15.6523.3221.7858.38
Price / Book5.733.592.356.37
Net Income$1.06B$6.24B$1.01B$265.56M
7 Day Performance3.55%1.43%1.63%1.71%
1 Month Performance-2.92%1.76%1.48%1.05%
1 Year Performance65.72%56.50%542.73%20.94%

LPL Financial Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
LPLA
LPL Financial
4.7089 of 5 stars
$363.44
+0.6%
$383.58
+5.5%
+62.0%$29.07B$12.39B24.869,000Positive News
IBKR
Interactive Brokers Group
3.1007 of 5 stars
$66.18
+0.4%
$59.38
-10.3%
+102.6%$111.88B$9.60B34.032,998Positive News
AMP
Ameriprise Financial
4.6115 of 5 stars
$506.53
+0.3%
$534.71
+5.6%
+16.5%$47.75B$17.63B15.7613,600News Coverage
Positive News
Insider Trade
EQH
Equitable
3.9166 of 5 stars
$53.18
+2.3%
$65.00
+22.2%
+28.1%$16.04B$12.44B42.898,000Positive News
Insider Trade
MET
MetLife
4.9936 of 5 stars
$75.32
-1.3%
$96.00
+27.5%
+8.7%$50.56B$70.99B12.7745,000
PFG
Principal Financial Group
4.0401 of 5 stars
$76.48
-0.1%
$86.70
+13.4%
+1.2%$17.04B$15.13B11.4519,300Positive News
PRU
Prudential Financial
4.8655 of 5 stars
$103.31
+0.0%
$121.75
+17.8%
-6.4%$36.37B$59.46B22.9138,196News Coverage
Positive News
Ex-Dividend
Analyst Revision
RJF
Raymond James Financial
4.751 of 5 stars
$164.93
+0.0%
$163.80
-0.7%
+39.9%$32.88B$14.92B16.1719,000News Coverage
Positive News
Dividend Announcement
SCHW
Charles Schwab
4.7924 of 5 stars
$97.67
+0.6%
$99.35
+1.7%
+48.3%$177.47B$19.61B26.2632,100Positive News
SF
Stifel Financial
4.4368 of 5 stars
$111.30
-0.3%
$115.78
+4.0%
+29.2%$11.37B$5.06B21.579,000News Coverage
Positive News
EVR
Evercore
4.6021 of 5 stars
$295.85
+0.0%
$284.29
-3.9%
+27.2%$11.57B$2.98B26.902,380

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This page (NASDAQ:LPLA) was last updated on 8/22/2025 by MarketBeat.com Staff
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