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LPL Financial (LPLA) Competitors

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$274.86 +1.09 (+0.40%)
As of 12:47 PM Eastern
This is a fair market value price provided by Massive. Learn more.

LPLA vs. IBKR, AMP, RJF, SCHW, and SF

Should you buy LPL Financial stock or one of its competitors? MarketBeat compares LPL Financial with other companies and stocks that may be similar based on industry, sector, market capitalization, business model, investor interest, or shared news coverage. Companies and stocks commonly compared with LPL Financial include Interactive Brokers Group (IBKR), Ameriprise Financial (AMP), Raymond James Financial (RJF), Charles Schwab (SCHW), and Stifel Financial (SF). These companies are all part of the "finance" sector.

How does LPL Financial compare to Interactive Brokers Group?

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

Interactive Brokers Group has a net margin of 9.65% compared to LPL Financial's net margin of 4.93%. LPL Financial's return on equity of 31.26% beat Interactive Brokers Group's return on equity.

Company Net Margins Return on Equity Return on Assets
LPL Financial4.93% 31.26% 9.08%
Interactive Brokers Group 9.65%5.19%0.52%

Interactive Brokers Group has lower revenue, but higher earnings than LPL Financial. 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$16.99B1.29$863.02M$11.2024.54
Interactive Brokers Group$10.42B14.51$984M$2.3238.42

95.7% of LPL Financial shares are owned by institutional investors. Comparatively, 23.8% of Interactive Brokers Group shares are owned by institutional investors. 0.6% of LPL Financial shares are owned by insiders. Comparatively, 2.8% of Interactive Brokers Group shares are owned by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company is poised for long-term growth.

LPL Financial presently has a consensus price target of $398.86, suggesting a potential upside of 45.11%. Interactive Brokers Group has a consensus price target of $83.25, suggesting a potential downside of 6.60%. Given LPL Financial's stronger consensus rating and higher probable upside, 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
0 Sell rating(s)
4 Hold rating(s)
10 Buy rating(s)
1 Strong Buy rating(s)
2.80
Interactive Brokers Group
0 Sell rating(s)
3 Hold rating(s)
7 Buy rating(s)
0 Strong Buy rating(s)
2.70

In the previous week, LPL Financial had 4 more articles in the media than Interactive Brokers Group. MarketBeat recorded 18 mentions for LPL Financial and 14 mentions for Interactive Brokers Group. Interactive Brokers Group's average media sentiment score of 1.33 beat LPL Financial's score of 1.08 indicating that Interactive Brokers Group is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
LPL Financial
12 Very Positive mention(s)
0 Positive mention(s)
4 Neutral mention(s)
0 Negative mention(s)
1 Very Negative mention(s)
Positive
Interactive Brokers Group
10 Very Positive mention(s)
0 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

LPL Financial has a beta of 0.5, indicating that its stock price is 50% less volatile than the broader market. Comparatively, Interactive Brokers Group has a beta of 1.32, indicating that its stock price is 32% more volatile than the broader market.

LPL Financial pays an annual dividend of $1.20 per share and has a dividend yield of 0.4%. Interactive Brokers Group pays an annual dividend of $0.32 per share and has a dividend yield of 0.4%. LPL Financial pays out 10.7% of its earnings in the form of a dividend. Interactive Brokers Group pays out 13.8% 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 increased its dividend for 2 consecutive years. LPL Financial is clearly the better dividend stock, given its higher yield and lower payout ratio.

Summary

LPL Financial beats Interactive Brokers Group on 12 of the 20 factors compared between the two stocks.

How does LPL Financial compare to Ameriprise Financial?

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

95.7% of LPL Financial shares are held by institutional investors. Comparatively, 84.0% of Ameriprise Financial shares are held by institutional investors. 0.6% of LPL Financial shares are held by insiders. Comparatively, 0.6% of Ameriprise Financial shares are held by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock will outperform the market over the long term.

Ameriprise Financial has a net margin of 20.57% compared to LPL Financial's net margin of 4.93%. Ameriprise Financial's return on equity of 62.88% beat LPL Financial's return on equity.

Company Net Margins Return on Equity Return on Assets
LPL Financial4.93% 31.26% 9.08%
Ameriprise Financial 20.57%62.88%2.12%

LPL Financial pays an annual dividend of $1.20 per share and has a dividend yield of 0.4%. Ameriprise Financial pays an annual dividend of $6.80 per share and has a dividend yield of 1.5%. LPL Financial pays out 10.7% of its earnings in the form of a dividend. Ameriprise Financial pays out 16.9% 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. Ameriprise Financial has increased its dividend for 21 consecutive years. Ameriprise Financial is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

LPL Financial has a beta of 0.5, indicating that its stock price is 50% less volatile than the broader market. Comparatively, Ameriprise Financial has a beta of 1.16, indicating that its stock price is 16% more volatile than the broader market.

In the previous week, LPL Financial had 5 more articles in the media than Ameriprise Financial. MarketBeat recorded 18 mentions for LPL Financial and 13 mentions for Ameriprise Financial. Ameriprise Financial's average media sentiment score of 1.60 beat LPL Financial's score of 1.08 indicating that Ameriprise Financial is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
LPL Financial
12 Very Positive mention(s)
0 Positive mention(s)
4 Neutral mention(s)
0 Negative mention(s)
1 Very Negative mention(s)
Positive
Ameriprise Financial
12 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive

Ameriprise Financial has higher revenue and earnings than LPL Financial. Ameriprise Financial 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$16.99B1.29$863.02M$11.2024.54
Ameriprise Financial$18.48B2.16$3.56B$40.2111.05

LPL Financial presently has a consensus price target of $398.86, suggesting a potential upside of 45.11%. Ameriprise Financial has a consensus price target of $543.22, suggesting a potential upside of 22.28%. Given LPL Financial's stronger consensus rating and higher probable upside, research analysts plainly believe LPL Financial is more favorable than Ameriprise Financial.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
LPL Financial
0 Sell rating(s)
4 Hold rating(s)
10 Buy rating(s)
1 Strong Buy rating(s)
2.80
Ameriprise Financial
1 Sell rating(s)
6 Hold rating(s)
3 Buy rating(s)
1 Strong Buy rating(s)
2.36

Summary

Ameriprise Financial beats LPL Financial on 10 of the 18 factors compared between the two stocks.

How does LPL Financial compare to Raymond James Financial?

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

Raymond James Financial has a net margin of 13.04% compared to LPL Financial's net margin of 4.93%. LPL Financial's return on equity of 31.26% beat Raymond James Financial's return on equity.

Company Net Margins Return on Equity Return on Assets
LPL Financial4.93% 31.26% 9.08%
Raymond James Financial 13.04%17.93%2.52%

LPL Financial has a beta of 0.5, meaning that its share price is 50% less volatile than the broader market. Comparatively, Raymond James Financial has a beta of 0.94, meaning that its share price is 6% less volatile than the broader market.

In the previous week, LPL Financial had 2 more articles in the media than Raymond James Financial. MarketBeat recorded 18 mentions for LPL Financial and 16 mentions for Raymond James Financial. LPL Financial's average media sentiment score of 1.08 beat Raymond James Financial's score of 1.05 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
12 Very Positive mention(s)
0 Positive mention(s)
4 Neutral mention(s)
0 Negative mention(s)
1 Very Negative mention(s)
Positive
Raymond James Financial
11 Very Positive mention(s)
0 Positive mention(s)
3 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive

95.7% of LPL Financial shares are held by institutional investors. Comparatively, 83.8% of Raymond James Financial shares are held by institutional investors. 0.6% of LPL Financial shares are held by company insiders. Comparatively, 0.6% of Raymond James Financial shares are held by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company will outperform the market over the long term.

Raymond James Financial has lower revenue, but higher earnings than LPL Financial. Raymond James Financial 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$16.99B1.29$863.02M$11.2024.54
Raymond James Financial$15.91B1.77$2.14B$10.5813.65

LPL Financial presently has a consensus target price of $398.86, suggesting a potential upside of 45.11%. Raymond James Financial has a consensus target price of $172.92, suggesting a potential upside of 19.70%. Given LPL Financial's stronger consensus rating and higher probable upside, research analysts clearly believe LPL Financial is more favorable than Raymond James Financial.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
LPL Financial
0 Sell rating(s)
4 Hold rating(s)
10 Buy rating(s)
1 Strong Buy rating(s)
2.80
Raymond James Financial
0 Sell rating(s)
9 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
2.31

LPL Financial pays an annual dividend of $1.20 per share and has a dividend yield of 0.4%. Raymond James Financial pays an annual dividend of $2.16 per share and has a dividend yield of 1.5%. LPL Financial pays out 10.7% of its earnings in the form of a dividend. Raymond James Financial pays out 20.4% 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 Financial has raised its dividend for 3 consecutive years. Raymond James Financial is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

Summary

LPL Financial beats Raymond James Financial on 14 of the 20 factors compared between the two stocks.

How does LPL Financial compare to Charles Schwab?

Charles Schwab (NYSE:SCHW) and LPL Financial (NASDAQ:LPLA) are both large-cap finance companies, but which is the better business? We will contrast the two companies based on the strength of their institutional ownership, risk, analyst recommendations, profitability, media sentiment, dividends, earnings and valuation.

In the previous week, Charles Schwab had 69 more articles in the media than LPL Financial. MarketBeat recorded 87 mentions for Charles Schwab and 18 mentions for LPL Financial. LPL Financial's average media sentiment score of 1.08 beat Charles Schwab's score of 0.73 indicating that LPL Financial is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Charles Schwab
46 Very Positive mention(s)
29 Positive mention(s)
6 Neutral mention(s)
5 Negative mention(s)
1 Very Negative mention(s)
Positive
LPL Financial
12 Very Positive mention(s)
0 Positive mention(s)
4 Neutral mention(s)
0 Negative mention(s)
1 Very Negative mention(s)
Positive

Charles Schwab pays an annual dividend of $1.28 per share and has a dividend yield of 1.5%. LPL Financial pays an annual dividend of $1.20 per share and has a dividend yield of 0.4%. Charles Schwab pays out 25.4% of its earnings in the form of a dividend. LPL Financial pays out 10.7% 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. Charles Schwab has raised its dividend for 1 consecutive years. Charles Schwab is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

Charles Schwab has higher revenue and earnings than LPL Financial. Charles Schwab 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
Charles Schwab$23.92B6.37$8.85B$5.0417.39
LPL Financial$16.99B1.29$863.02M$11.2024.54

Charles Schwab currently has a consensus price target of $114.30, indicating a potential upside of 30.38%. LPL Financial has a consensus price target of $398.86, indicating a potential upside of 45.11%. Given LPL Financial's stronger consensus rating and higher possible upside, analysts clearly believe LPL Financial is more favorable than Charles Schwab.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Charles Schwab
1 Sell rating(s)
4 Hold rating(s)
16 Buy rating(s)
1 Strong Buy rating(s)
2.77
LPL Financial
0 Sell rating(s)
4 Hold rating(s)
10 Buy rating(s)
1 Strong Buy rating(s)
2.80

84.4% of Charles Schwab shares are owned by institutional investors. Comparatively, 95.7% of LPL Financial shares are owned by institutional investors. 6.3% of Charles Schwab shares are owned by company insiders. Comparatively, 0.6% of LPL Financial shares are owned 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.

Charles Schwab has a beta of 0.78, suggesting that its stock price is 22% less volatile than the broader market. Comparatively, LPL Financial has a beta of 0.5, suggesting that its stock price is 50% less volatile than the broader market.

Charles Schwab has a net margin of 37.99% compared to LPL Financial's net margin of 4.93%. LPL Financial's return on equity of 31.26% beat Charles Schwab's return on equity.

Company Net Margins Return on Equity Return on Assets
Charles Schwab37.99% 23.05% 2.06%
LPL Financial 4.93%31.26%9.08%

Summary

Charles Schwab beats LPL Financial on 10 of the 19 factors compared between the two stocks.

How does LPL Financial compare to Stifel Financial?

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

Stifel Financial presently has a consensus price target of $91.15, suggesting a potential upside of 31.42%. LPL Financial has a consensus price target of $398.86, suggesting a potential upside of 45.11%. Given LPL Financial's stronger consensus rating and higher possible upside, analysts clearly believe LPL Financial is more favorable than Stifel Financial.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Stifel Financial
0 Sell rating(s)
4 Hold rating(s)
6 Buy rating(s)
0 Strong Buy rating(s)
2.60
LPL Financial
0 Sell rating(s)
4 Hold rating(s)
10 Buy rating(s)
1 Strong Buy rating(s)
2.80

Stifel Financial has a net margin of 15.34% compared to LPL Financial's net margin of 4.93%. LPL Financial's return on equity of 31.26% beat Stifel Financial's return on equity.

Company Net Margins Return on Equity Return on Assets
Stifel Financial15.34% 18.76% 2.33%
LPL Financial 4.93%31.26%9.08%

In the previous week, LPL Financial had 15 more articles in the media than Stifel Financial. MarketBeat recorded 18 mentions for LPL Financial and 3 mentions for Stifel Financial. LPL Financial's average media sentiment score of 1.08 beat Stifel Financial's score of 0.54 indicating that LPL Financial is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Stifel Financial
0 Very Positive mention(s)
1 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
LPL Financial
12 Very Positive mention(s)
0 Positive mention(s)
4 Neutral mention(s)
0 Negative mention(s)
1 Very Negative mention(s)
Positive

82.0% of Stifel Financial shares are held by institutional investors. Comparatively, 95.7% of LPL Financial shares are held by institutional investors. 3.4% of Stifel Financial shares are held by insiders. Comparatively, 0.6% of LPL Financial shares are held by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock will outperform the market over the long term.

Stifel Financial pays an annual dividend of $1.36 per share and has a dividend yield of 2.0%. LPL Financial pays an annual dividend of $1.20 per share and has a dividend yield of 0.4%. Stifel Financial pays out 26.5% of its earnings in the form of a dividend. LPL Financial pays out 10.7% 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. Stifel Financial has increased its dividend for 9 consecutive years. Stifel Financial is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

LPL Financial has higher revenue and earnings than Stifel Financial. Stifel Financial 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
Stifel Financial$5.53B1.92$683.78M$5.1413.49
LPL Financial$16.99B1.29$863.02M$11.2024.54

Stifel Financial has a beta of 1, suggesting that its share price has a similar volatility profile to the broader market.Comparatively, LPL Financial has a beta of 0.5, suggesting that its share price is 50% less volatile than the broader market.

Summary

LPL Financial beats Stifel Financial on 14 of the 20 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$21.99B$110.56B$13.48B$12.60B
Dividend Yield0.44%1.77%5.77%5.31%
P/E Ratio24.5414.7924.1126.59
Price / Sales1.294.21143.43115.05
Price / Cash9.7818.8320.2237.60
Price / Book4.123.122.196.89
Net Income$863.02M$7.51B$1.13B$336.84M
7 Day Performance-3.82%0.97%0.51%3.93%
1 Month PerformanceN/AN/AN/A-0.48%
1 Year Performance-28.51%8.85%12.38%40.03%

LPL Financial Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
LPLA
LPL Financial
4.9779 of 5 stars
$274.86
+0.4%
$398.86
+45.1%
-28.8%$21.99B$16.99B24.5410,000
IBKR
Interactive Brokers Group
3.704 of 5 stars
$81.35
flat
$83.25
+2.3%
+67.5%$138.00B$10.42B35.063,182
AMP
Ameriprise Financial
4.8167 of 5 stars
$453.23
+0.2%
$543.22
+19.9%
-12.3%$40.66B$18.48B11.2713,600
RJF
Raymond James Financial
4.6328 of 5 stars
$151.48
+0.0%
$173.25
+14.4%
-2.5%$29.52B$15.91B14.3219,500
SCHW
Charles Schwab
4.9793 of 5 stars
$90.26
+0.1%
$114.30
+26.6%
-1.2%$156.78B$23.92B17.9133,000

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This page (NASDAQ:LPLA) was last updated on 6/1/2026 by MarketBeat.com Staff.
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