Free Trial

LPL Financial (LPLA) Competitors

LPL Financial logo
$374.36 -5.22 (-1.38%)
Closing price 04:00 PM Eastern
Extended Trading
$374.42 +0.06 (+0.01%)
As of 07:59 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

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. Its Competitors

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

Raymond James Financial has higher revenue and 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$12.39B2.42$1.06B$14.4525.91
Raymond James Financial$13.43B2.27$2.07B$10.3914.53

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

Raymond James Financial received 263 more outperform votes than LPL Financial when rated by MarketBeat users. However, 58.97% of users gave LPL Financial an outperform vote while only 57.48% of users gave Raymond James Financial an outperform vote.

CompanyUnderperformOutperform
LPL FinancialOutperform Votes
513
58.97%
Underperform Votes
357
41.03%
Raymond James FinancialOutperform Votes
776
57.48%
Underperform Votes
574
42.52%

LPL Financial has a beta of 0.66, suggesting that its share price is 34% less volatile than the S&P 500. Comparatively, Raymond James Financial has a beta of 1.03, suggesting that its share price is 3% more volatile than the S&P 500.

LPL Financial pays an annual dividend of $1.20 per share and has a dividend yield of 0.3%. Raymond James Financial pays an annual dividend of $2.00 per share and has a dividend yield of 1.3%. LPL Financial pays out 8.3% of its earnings in the form of a dividend. Raymond James Financial 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. Raymond James Financial has increased 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.

In the previous week, LPL Financial had 3 more articles in the media than Raymond James Financial. MarketBeat recorded 17 mentions for LPL Financial and 14 mentions for Raymond James Financial. LPL Financial's average media sentiment score of 1.29 beat Raymond James Financial's score of 1.03 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)
1 Positive mention(s)
4 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Raymond James Financial
10 Very Positive mention(s)
0 Positive mention(s)
4 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

LPL Financial currently has a consensus target price of $387.69, suggesting a potential upside of 3.56%. Raymond James Financial has a consensus target price of $153.82, suggesting a potential upside of 1.91%. Given LPL Financial's stronger consensus rating and higher probable upside, equities 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)
1 Hold rating(s)
12 Buy rating(s)
0 Strong Buy rating(s)
2.92
Raymond James Financial
0 Sell rating(s)
10 Hold rating(s)
2 Buy rating(s)
1 Strong Buy rating(s)
2.31

Raymond James Financial has a net margin of 13.99% compared to LPL Financial's net margin of 8.23%. LPL Financial's return on equity of 46.34% beat Raymond James Financial's return on equity.

Company Net Margins Return on Equity Return on Assets
LPL Financial8.23% 46.34% 10.36%
Raymond James Financial 13.99%19.31%2.74%

Summary

LPL Financial beats Raymond James Financial on 14 of the 22 factors compared between the two stocks.

Get LPL Financial News Delivered to You Automatically

Sign up to receive the latest news and ratings for LPLA and its competitors with MarketBeat's FREE daily newsletter.

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.
Skip Chart

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.
Skip Chart

LPLA vs. The Competition

MetricLPL FinancialFIN IndustryFinance SectorNASDAQ Exchange
Market Cap$29.94B$92.12B$11.87B$8.59B
Dividend Yield0.32%2.10%5.68%4.23%
P/E Ratio25.9116.9119.4919.28
Price / Sales2.424.8125.38155.57
Price / Cash16.7220.7217.7426.73
Price / Book9.563.332.165.66
Net Income$1.06B$6.49B$1.01B$248.36M
7 Day Performance-1.42%0.42%0.44%-0.26%
1 Month Performance0.50%3.67%1.73%3.65%
1 Year Performance33.87%38.27%539.34%15.38%

LPL Financial Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
LPLA
LPL Financial
4.3003 of 5 stars
$374.36
-1.4%
$387.69
+3.6%
+35.7%$30.36B$12.39B25.919,000
RJF
Raymond James
4.4434 of 5 stars
$148.39
+1.9%
$153.82
+3.7%
+23.4%$29.94B$13.43B14.4819,000Positive News
SF
Stifel Financial
4.6269 of 5 stars
$97.49
+2.2%
$105.50
+8.2%
+21.4%$10.01B$5.00B15.629,000Positive News
Analyst Upgrade
EVR
Evercore
4.3229 of 5 stars
$247.96
+3.3%
$231.00
-6.8%
+25.9%$9.70B$3.09B27.362,120Analyst Upgrade
LAZ
Lazard
4.3324 of 5 stars
$44.17
+2.4%
$44.33
+0.4%
+19.9%$4.98B$2.97B16.593,400Analyst Forecast
BGC
BGC Group
4.1724 of 5 stars
$9.65
+2.1%
$14.50
+50.3%
+15.8%$4.71B$2.29B37.103,856
PIPR
Piper Sandler Companies
N/A$255.47
+1.4%
$286.00
+11.9%
N/A$4.54B$1.49B24.981,790Positive News
OPY
Oppenheimer
2.8787 of 5 stars
$62.21
-0.4%
N/A+36.4%$655.44M$1.45B9.782,910
FBRC
FBR & Co.
N/A$17.55
flat
N/AN/A$124.61MN/A0.00259News Coverage
MS
Morgan Stanley
4.7412 of 5 stars
$130.87
+1.1%
$133.23
+1.8%
+37.9%$209.78B$59.92B16.4782,400Trending News
GS
The Goldman Sachs Group
4.9449 of 5 stars
$627.63
+2.3%
$593.40
-5.5%
+42.2%$192.44B$54.36B15.4748,500Trending News
Analyst Forecast

Related Companies and Tools


This page (NASDAQ:LPLA) was last updated on 6/23/2025 by MarketBeat.com Staff
From Our Partners