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NASDAQ:LPLA

LPL Financial Competitors

$135.35
+1.35 (+1.01 %)
(As of 03/8/2021 02:02 PM ET)
Add
Compare
Today's Range
$134.90
Now: $135.35
$137.56
50-Day Range
$105.25
MA: $123.68
$135.41
52-Week Range
$32.01
Now: $135.35
$138.00
Volume16,924 shs
Average Volume685,402 shs
Market Capitalization$10.78 billion
P/E Ratio22.52
Dividend Yield0.75%
Beta1.49

Competitors

LPL Financial (NASDAQ:LPLA) Vs. MS, SCHW, GS, RJF, SF, and EVR

Should you be buying LPLA stock or one of its competitors? Companies in the sub-industry of "investment banking & brokerage" are considered alternatives and competitors to LPL Financial, including Morgan Stanley (MS), The Charles Schwab (SCHW), The Goldman Sachs Group (GS), Raymond James (RJF), Stifel Financial (SF), and Evercore (EVR).

Morgan Stanley (NYSE:MS) 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 earnings, institutional ownership, analyst recommendations, risk, valuation, dividends and profitability.

Valuation and Earnings

This table compares Morgan Stanley and LPL Financial's revenue, earnings per share and valuation.

Gross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Morgan Stanley$53.82 billion2.75$9.04 billion$4.9816.42
LPL Financial$5.62 billion1.92$559.88 million$7.1818.85

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

Profitability

This table compares Morgan Stanley and LPL Financial's net margins, return on equity and return on assets.

Net MarginsReturn on EquityReturn on Assets
Morgan Stanley19.16%12.33%1.02%
LPL Financial8.50%49.27%8.93%

Dividends

Morgan Stanley pays an annual dividend of $1.40 per share and has a dividend yield of 1.7%. LPL Financial pays an annual dividend of $1.00 per share and has a dividend yield of 0.7%. Morgan Stanley pays out 28.1% of its earnings in the form of a dividend. LPL Financial pays out 13.9% 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. Morgan Stanley has raised its dividend for 1 consecutive years and LPL Financial has raised its dividend for 1 consecutive years.

Institutional & Insider Ownership

76.8% of Morgan Stanley shares are held by institutional investors. Comparatively, 95.7% of LPL Financial shares are held by institutional investors. 0.3% of Morgan Stanley shares are held by company insiders. Comparatively, 2.3% 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 company is poised for long-term growth.

Volatility and Risk

Morgan Stanley has a beta of 1.59, meaning that its share price is 59% more volatile than the S&P 500. Comparatively, LPL Financial has a beta of 1.49, meaning that its share price is 49% more volatile than the S&P 500.

Analyst Ratings

This is a breakdown of recent ratings for Morgan Stanley and LPL Financial, as provided by MarketBeat.

Sell RatingsHold RatingsBuy RatingsStrong Buy RatingsRating Score
Morgan Stanley071602.70
LPL Financial00813.11

Morgan Stanley presently has a consensus price target of $65.8571, suggesting a potential downside of 19.32%. LPL Financial has a consensus price target of $121.45, suggesting a potential downside of 11.32%. Given LPL Financial's stronger consensus rating and higher possible upside, analysts clearly believe LPL Financial is more favorable than Morgan Stanley.

Summary

LPL Financial beats Morgan Stanley on 10 of the 17 factors compared between the two stocks.

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

Earnings & Valuation

This table compares LPL Financial and The Charles Schwab's top-line revenue, earnings per share and valuation.

Gross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
LPL Financial$5.62 billion1.92$559.88 million$7.1818.85
The Charles Schwab$10.72 billion10.85$3.70 billion$2.7223.72

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

Profitability

This table compares LPL Financial and The Charles Schwab's net margins, return on equity and return on assets.

Net MarginsReturn on EquityReturn on Assets
LPL Financial8.50%49.27%8.93%
The Charles Schwab29.80%13.52%0.86%

Dividends

LPL Financial pays an annual dividend of $1.00 per share and has a dividend yield of 0.7%. The Charles Schwab pays an annual dividend of $0.72 per share and has a dividend yield of 1.1%. LPL Financial pays out 13.9% of its earnings in the form of a dividend. The Charles Schwab pays out 26.5% 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. LPL Financial has raised its dividend for 1 consecutive years and The Charles Schwab has raised its dividend for 1 consecutive years.

Institutional & Insider Ownership

95.7% of LPL Financial shares are owned by institutional investors. Comparatively, 77.5% of The Charles Schwab shares are owned by institutional investors. 2.3% of LPL Financial shares are owned by company insiders. Comparatively, 10.8% of The Charles Schwab shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company will outperform the market over the long term.

Risk and Volatility

LPL Financial has a beta of 1.49, meaning that its stock price is 49% more volatile than the S&P 500. Comparatively, The Charles Schwab has a beta of 1.17, meaning that its stock price is 17% more volatile than the S&P 500.

Analyst Ratings

This is a summary of current recommendations and price targets for LPL Financial and The Charles Schwab, as provided by MarketBeat.com.

Sell RatingsHold RatingsBuy RatingsStrong Buy RatingsRating Score
LPL Financial00813.11
The Charles Schwab06902.60

LPL Financial currently has a consensus target price of $121.45, suggesting a potential downside of 11.32%. The Charles Schwab has a consensus target price of $55.7692, suggesting a potential downside of 13.48%. Given LPL Financial's stronger consensus rating and higher possible upside, research analysts plainly believe LPL Financial is more favorable than The Charles Schwab.

Summary

LPL Financial beats The Charles Schwab on 9 of the 17 factors compared between the two stocks.

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

Analyst Ratings

This is a summary of current recommendations and price targets for LPL Financial and The Goldman Sachs Group, as provided by MarketBeat.com.

Sell RatingsHold RatingsBuy RatingsStrong Buy RatingsRating Score
LPL Financial00813.11
The Goldman Sachs Group151602.68

LPL Financial currently has a consensus target price of $121.45, suggesting a potential downside of 11.32%. The Goldman Sachs Group has a consensus target price of $307.0952, suggesting a potential downside of 7.93%. Given The Goldman Sachs Group's higher possible upside, analysts plainly believe The Goldman Sachs Group is more favorable than LPL Financial.

Dividends

LPL Financial pays an annual dividend of $1.00 per share and has a dividend yield of 0.7%. The Goldman Sachs Group pays an annual dividend of $5.00 per share and has a dividend yield of 1.5%. LPL Financial pays out 13.9% of its earnings in the form of a dividend. The Goldman Sachs Group pays out 23.8% 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. LPL Financial has raised its dividend for 1 consecutive years and The Goldman Sachs Group has raised its dividend for 1 consecutive years.

Earnings & Valuation

This table compares LPL Financial and The Goldman Sachs Group's top-line revenue, earnings per share and valuation.

Gross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
LPL Financial$5.62 billion1.92$559.88 million$7.1818.85
The Goldman Sachs Group$53.92 billion2.14$8.47 billion$21.0315.88

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

Risk and Volatility

LPL Financial has a beta of 1.49, meaning that its stock price is 49% more volatile than the S&P 500. Comparatively, The Goldman Sachs Group has a beta of 1.5, meaning that its stock price is 50% more volatile than the S&P 500.

Profitability

This table compares LPL Financial and The Goldman Sachs Group's net margins, return on equity and return on assets.

Net MarginsReturn on EquityReturn on Assets
LPL Financial8.50%49.27%8.93%
The Goldman Sachs Group16.65%11.23%0.83%

Institutional & Insider Ownership

95.7% of LPL Financial shares are owned by institutional investors. Comparatively, 68.1% of The Goldman Sachs Group shares are owned by institutional investors. 2.3% of LPL Financial shares are owned by company insiders. Comparatively, 0.6% of The Goldman Sachs Group shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company will outperform the market over the long term.

Summary

The Goldman Sachs Group beats LPL Financial on 9 of the 17 factors compared between the two stocks.

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

Dividends

Raymond James pays an annual dividend of $1.56 per share and has a dividend yield of 1.3%. LPL Financial pays an annual dividend of $1.00 per share and has a dividend yield of 0.7%. Raymond James pays out 25.5% of its earnings in the form of a dividend. LPL Financial pays out 13.9% 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. Raymond James has raised its dividend for 1 consecutive years and LPL Financial has raised its dividend for 1 consecutive years.

Analyst Recommendations

This is a summary of current ratings and target prices for Raymond James and LPL Financial, as reported by MarketBeat.

Sell RatingsHold RatingsBuy RatingsStrong Buy RatingsRating Score
Raymond James02902.82
LPL Financial00813.11

Raymond James currently has a consensus target price of $116.50, suggesting a potential downside of 1.59%. LPL Financial has a consensus target price of $121.45, suggesting a potential downside of 11.32%. Given Raymond James' higher possible upside, analysts plainly believe Raymond James is more favorable than LPL Financial.

Insider and Institutional Ownership

75.1% of Raymond James shares are held by institutional investors. Comparatively, 95.7% of LPL Financial shares are held by institutional investors. 10.8% of Raymond James shares are held by insiders. Comparatively, 2.3% of LPL Financial shares are held by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company will outperform the market over the long term.

Profitability

This table compares Raymond James and LPL Financial's net margins, return on equity and return on assets.

Net MarginsReturn on EquityReturn on Assets
Raymond James10.02%12.29%1.88%
LPL Financial8.50%49.27%8.93%

Risk & Volatility

Raymond James has a beta of 1.35, suggesting that its share price is 35% more volatile than the S&P 500. Comparatively, LPL Financial has a beta of 1.49, suggesting that its share price is 49% more volatile than the S&P 500.

Earnings and Valuation

This table compares Raymond James and LPL Financial's gross revenue, earnings per share and valuation.

Gross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Raymond James$8.17 billion2.00$818 million$6.1119.37
LPL Financial$5.62 billion1.92$559.88 million$7.1818.85

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

Summary

LPL Financial beats Raymond James on 9 of the 17 factors compared between the two stocks.

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

Dividends

LPL Financial pays an annual dividend of $1.00 per share and has a dividend yield of 0.7%. Stifel Financial pays an annual dividend of $0.60 per share and has a dividend yield of 0.9%. LPL Financial pays out 13.9% of its earnings in the form of a dividend. LPL Financial has raised its dividend for 1 consecutive years.

Analyst Recommendations

This is a breakdown of current recommendations for LPL Financial and Stifel Financial, as reported by MarketBeat.

Sell RatingsHold RatingsBuy RatingsStrong Buy RatingsRating Score
LPL Financial00813.11
Stifel Financial23101.83

LPL Financial presently has a consensus price target of $121.45, indicating a potential downside of 11.32%. Stifel Financial has a consensus price target of $48.3889, indicating a potential downside of 26.27%. Given LPL Financial's stronger consensus rating and higher probable upside, analysts plainly believe LPL Financial is more favorable than Stifel Financial.

Insider and Institutional Ownership

95.7% of LPL Financial shares are owned by institutional investors. Comparatively, 56.5% of Stifel Financial shares are owned by institutional investors. 2.3% of LPL Financial shares are owned by insiders. Comparatively, 3.7% of Stifel Financial shares are owned by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company is poised for long-term growth.

Profitability

This table compares LPL Financial and Stifel Financial's net margins, return on equity and return on assets.

Net MarginsReturn on EquityReturn on Assets
LPL Financial8.50%49.27%8.93%
Stifel Financial12.26%14.78%1.94%

Risk & Volatility

LPL Financial has a beta of 1.49, meaning that its share price is 49% more volatile than the S&P 500. Comparatively, Stifel Financial has a beta of 1.59, meaning that its share price is 59% more volatile than the S&P 500.

Valuation & Earnings

This table compares LPL Financial and Stifel Financial's top-line revenue, earnings per share and valuation.

Gross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
LPL Financial$5.62 billion1.92$559.88 million$7.1818.85
Stifel Financial$3.34 billion2.17$448.40 millionN/AN/A

LPL Financial has higher revenue and earnings than Stifel Financial.

Summary

LPL Financial beats Stifel Financial on 11 of the 17 factors compared between the two stocks.

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

Dividends

LPL Financial pays an annual dividend of $1.00 per share and has a dividend yield of 0.7%. Evercore pays an annual dividend of $2.44 per share and has a dividend yield of 1.9%. LPL Financial pays out 13.9% of its earnings in the form of a dividend. Evercore pays out 31.7% 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. LPL Financial has raised its dividend for 1 consecutive years and Evercore has raised its dividend for 12 consecutive years. Evercore is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

Analyst Recommendations

This is a breakdown of current recommendations for LPL Financial and Evercore, as reported by MarketBeat.

Sell RatingsHold RatingsBuy RatingsStrong Buy RatingsRating Score
LPL Financial00813.11
Evercore00903.00

LPL Financial presently has a consensus price target of $121.45, indicating a potential downside of 11.32%. Evercore has a consensus price target of $108.8889, indicating a potential downside of 15.93%. Given LPL Financial's stronger consensus rating and higher probable upside, analysts plainly believe LPL Financial is more favorable than Evercore.

Insider and Institutional Ownership

95.7% of LPL Financial shares are owned by institutional investors. Comparatively, 88.8% of Evercore shares are owned by institutional investors. 2.3% of LPL Financial shares are owned by insiders. Comparatively, 9.8% of Evercore shares are owned by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company is poised for long-term growth.

Profitability

This table compares LPL Financial and Evercore's net margins, return on equity and return on assets.

Net MarginsReturn on EquityReturn on Assets
LPL Financial8.50%49.27%8.93%
Evercore11.80%27.11%12.25%

Risk & Volatility

LPL Financial has a beta of 1.49, meaning that its share price is 49% more volatile than the S&P 500. Comparatively, Evercore has a beta of 1.75, meaning that its share price is 75% more volatile than the S&P 500.

Valuation & Earnings

This table compares LPL Financial and Evercore's top-line revenue, earnings per share and valuation.

Gross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
LPL Financial$5.62 billion1.92$559.88 million$7.1818.85
Evercore$2.01 billion2.60$297.44 million$7.7016.69

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

Summary

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


LPL Financial Competitors List

Competitor NameCompetitor BTM RankCompetitor PriceCompetitor Price ChangeCompetitor Market CapCompetitor RevenueCompetitor P/E RatioCompetitor Indicator(s)
Morgan Stanley logo
MS
Morgan Stanley
2.0$81.79+1.1%$146.52 billion$53.82 billion13.79Analyst Upgrade
The Charles Schwab logo
SCHW
The Charles Schwab
2.0$64.53+0.8%$117.23 billion$10.72 billion29.88
The Goldman Sachs Group logo
GS
The Goldman Sachs Group
2.2$333.86+1.9%$113.20 billion$53.92 billion14.06Analyst Report
Raymond James logo
RJF
Raymond James
2.1$118.38+0.7%$16.19 billion$8.17 billion20.34
Stifel Financial logo
SF
Stifel Financial
1.0$64.76+2.7%$7.04 billion$3.34 billion17.53
Evercore logo
EVR
Evercore
2.6$128.52+4.2%$5.00 billion$2.01 billion23.03
Lazard logo
LAZ
Lazard
2.3$40.09+0.1%$4.21 billion$2.67 billion15.72
BGC Partners logo
BGCP
BGC Partners
1.3$4.53+4.0%$1.58 billion$2.10 billion41.19
Piper Jaffray Companies logo
PJC
Piper Jaffray Companies
1.7$81.10+1.8%$1.16 billion$800.99 million13.23
Cowen logo
COWN
Cowen
1.7$35.28+3.6%$903.88 million$1.05 billion8.50
OPY
Oppenheimer
1.0$41.33+4.3%$494.10 million$1.03 billion8.35
Greenhill & Co., Inc. logo
GHL
Greenhill & Co., Inc.
1.4$16.03+1.7%$307.31 million$301.01 million-25.44Gap Down
(FBRC) logo
FBRC
(FBRC)
1.1$17.55+0.9%$124.61 millionN/A0.00High Trading Volume
This page was last updated on 3/8/2021 by MarketBeat.com Staff

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