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LPL Financial (LPLA) Competitors

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$347.18 -2.42 (-0.69%)
Closing price 03:59 PM Eastern
Extended Trading
$347.36 +0.18 (+0.05%)
As of 04:04 PM Eastern
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LPLA vs. IBKR, AMP, RJF, SCHW, and SF

Should you buy LPL Financial stock or one of its competitors? LPL Financial's main competitors and comparable companies include Interactive Brokers Group (IBKR), Ameriprise Financial (AMP), Raymond James Financial (RJF), Charles Schwab (SCHW), and Stifel Financial (SF). Companies are selected based on similarities in market, industry, and size. These companies are all part of the "capital markets" industry.

How does LPL Financial compare to Interactive Brokers Group?

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

23.8% of Interactive Brokers Group shares are held by institutional investors. Comparatively, 95.7% of LPL Financial shares are held by institutional investors. 2.8% of Interactive Brokers Group shares are held by company insiders. Comparatively, 0.6% of LPL Financial shares are held by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock will outperform the market over the long term.

Interactive Brokers Group has a beta of 1.35, suggesting that its stock price is 35% more volatile than the broader market. Comparatively, LPL Financial has a beta of 0.48, suggesting that its stock price is 52% less volatile than the broader market.

Interactive Brokers Group presently has a consensus price target of $98.90, indicating a potential upside of 10.61%. LPL Financial has a consensus price target of $405.79, indicating a potential upside of 16.88%. Given LPL Financial's 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
Interactive Brokers Group
0 Sell rating(s)
5 Hold rating(s)
7 Buy rating(s)
2 Strong Buy rating(s)
2.79
LPL Financial
0 Sell rating(s)
5 Hold rating(s)
12 Buy rating(s)
0 Strong Buy rating(s)
2.71

Interactive Brokers Group pays an annual dividend of $0.35 per share and has a dividend yield of 0.4%. LPL Financial pays an annual dividend of $1.20 per share and has a dividend yield of 0.3%. Interactive Brokers Group pays out 14.0% of its earnings in the form of a dividend. LPL Financial pays out 9.6% 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. Interactive Brokers Group is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

In the previous week, LPL Financial had 1 more articles in the media than Interactive Brokers Group. MarketBeat recorded 11 mentions for LPL Financial and 10 mentions for Interactive Brokers Group. LPL Financial's average media sentiment score of 1.23 beat Interactive Brokers Group's score of 0.75 indicating that LPL Financial is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Interactive Brokers Group
7 Very Positive mention(s)
0 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
LPL Financial
9 Very Positive mention(s)
0 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Interactive Brokers Group has a net margin of 9.94% compared to LPL Financial's net margin of 5.13%. LPL Financial's return on equity of 32.20% beat Interactive Brokers Group's return on equity.

Company Net Margins Return on Equity Return on Assets
Interactive Brokers Group9.94% 5.37% 0.52%
LPL Financial 5.13%32.20%9.35%

Interactive Brokers Group has higher earnings, but lower revenue 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
Interactive Brokers Group$10.42B14.59$984M$2.5035.77
LPL Financial$16.99B1.61$863.02M$12.5427.69

Summary

Interactive Brokers Group and LPL Financial tied by winning 10 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 stock? We will compare the two businesses based on the strength of their media sentiment, institutional ownership, profitability, dividends, earnings, analyst recommendations, valuation and risk.

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

Ameriprise Financial has a net margin of 20.24% compared to LPL Financial's net margin of 5.13%. Ameriprise Financial's return on equity of 64.19% beat LPL Financial's return on equity.

Company Net Margins Return on Equity Return on Assets
LPL Financial5.13% 32.20% 9.35%
Ameriprise Financial 20.24%64.19%2.15%

LPL Financial pays an annual dividend of $1.20 per share and has a dividend yield of 0.3%. Ameriprise Financial pays an annual dividend of $6.80 per share and has a dividend yield of 1.2%. LPL Financial pays out 9.6% of its earnings in the form of a dividend. Ameriprise Financial pays out 16.4% 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. Ameriprise Financial has raised 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 presently has a consensus price target of $405.79, indicating a potential upside of 16.88%. Ameriprise Financial has a consensus price target of $555.33, indicating a potential upside of 0.20%. Given LPL Financial's stronger consensus rating and higher possible upside, equities research analysts clearly 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)
5 Hold rating(s)
12 Buy rating(s)
0 Strong Buy rating(s)
2.71
Ameriprise Financial
1 Sell rating(s)
4 Hold rating(s)
4 Buy rating(s)
2 Strong Buy rating(s)
2.64

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$16.99B1.61$863.02M$12.5427.69
Ameriprise Financial$18.48B2.70$3.56B$41.4613.37

In the previous week, Ameriprise Financial had 4 more articles in the media than LPL Financial. MarketBeat recorded 15 mentions for Ameriprise Financial and 11 mentions for LPL Financial. Ameriprise Financial's average media sentiment score of 1.24 beat LPL Financial's score of 1.23 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
9 Very Positive mention(s)
0 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Ameriprise Financial
13 Very Positive mention(s)
0 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

LPL Financial has a beta of 0.48, suggesting that its stock price is 52% less volatile than the broader market. Comparatively, Ameriprise Financial has a beta of 1.14, suggesting that its stock price is 14% more volatile than the broader market.

Summary

Ameriprise Financial beats LPL Financial on 12 of the 19 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 investment? We will contrast the two businesses based on the strength of their profitability, valuation, dividends, earnings, risk, media sentiment, analyst recommendations and institutional ownership.

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 $2.16 per share and has a dividend yield of 1.2%. LPL Financial pays out 9.6% of its earnings in the form of a dividend. Raymond James Financial pays out 18.8% 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. 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.

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

In the previous week, LPL Financial had 3 more articles in the media than Raymond James Financial. MarketBeat recorded 11 mentions for LPL Financial and 8 mentions for Raymond James Financial. LPL Financial's average media sentiment score of 1.23 beat Raymond James Financial's score of 1.17 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
9 Very Positive mention(s)
0 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Raymond James Financial
7 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

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$16.99B1.61$863.02M$12.5427.69
Raymond James Financial$15.91B2.10$2.14B$11.4715.14

LPL Financial presently has a consensus target price of $405.79, suggesting a potential upside of 16.88%. Raymond James Financial has a consensus target price of $181.46, suggesting a potential upside of 4.49%. Given LPL Financial's stronger consensus rating and higher possible 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)
5 Hold rating(s)
12 Buy rating(s)
0 Strong Buy rating(s)
2.71
Raymond James Financial
0 Sell rating(s)
9 Hold rating(s)
5 Buy rating(s)
0 Strong Buy rating(s)
2.36

LPL Financial has a beta of 0.48, suggesting that its stock price is 52% less volatile than the broader market. Comparatively, Raymond James Financial has a beta of 0.91, suggesting that its stock price is 9% less volatile than the broader market.

Raymond James Financial has a net margin of 13.57% compared to LPL Financial's net margin of 5.13%. LPL Financial's return on equity of 32.20% beat Raymond James Financial's return on equity.

Company Net Margins Return on Equity Return on Assets
LPL Financial5.13% 32.20% 9.35%
Raymond James Financial 13.57%19.07%2.64%

Summary

LPL Financial beats Raymond James Financial on 13 of the 19 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 superior stock? We will contrast the two companies based on the strength of their dividends, earnings, valuation, risk, profitability, institutional ownership, analyst recommendations and media sentiment.

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 company is poised for long-term growth.

Charles Schwab has a beta of 0.76, indicating that its share price is 24% less volatile than the broader market. Comparatively, LPL Financial has a beta of 0.48, indicating that its share price is 52% less volatile than the broader market.

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$23.92B7.75$8.85B$5.5019.50
LPL Financial$16.99B1.61$863.02M$12.5427.69

Charles Schwab pays an annual dividend of $1.28 per share and has a dividend yield of 1.2%. LPL Financial pays an annual dividend of $1.20 per share and has a dividend yield of 0.3%. Charles Schwab pays out 23.3% of its earnings in the form of a dividend. LPL Financial pays out 9.6% 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 increased 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 currently has a consensus target price of $121.17, suggesting a potential upside of 12.99%. LPL Financial has a consensus target price of $405.79, suggesting a potential upside of 16.88%. Given LPL Financial's higher probable 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)
2 Hold rating(s)
16 Buy rating(s)
2 Strong Buy rating(s)
2.90
LPL Financial
0 Sell rating(s)
5 Hold rating(s)
12 Buy rating(s)
0 Strong Buy rating(s)
2.71

Charles Schwab has a net margin of 38.79% compared to LPL Financial's net margin of 5.13%. LPL Financial's return on equity of 32.20% beat Charles Schwab's return on equity.

Company Net Margins Return on Equity Return on Assets
Charles Schwab38.79% 24.53% 2.14%
LPL Financial 5.13%32.20%9.35%

In the previous week, Charles Schwab had 9 more articles in the media than LPL Financial. MarketBeat recorded 20 mentions for Charles Schwab and 11 mentions for LPL Financial. LPL Financial's average media sentiment score of 1.23 beat Charles Schwab's score of 0.61 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
8 Very Positive mention(s)
5 Positive mention(s)
5 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Positive
LPL Financial
9 Very Positive mention(s)
0 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Summary

Charles Schwab beats LPL Financial on 12 of the 20 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 superior business? We will contrast the two businesses based on the strength of their institutional ownership, media sentiment, risk, profitability, analyst recommendations, valuation, earnings and dividends.

Stifel Financial presently has a consensus target price of $91.90, indicating a potential upside of 15.30%. LPL Financial has a consensus target price of $405.79, indicating a potential upside of 16.88%. Given LPL Financial's stronger consensus rating and higher probable upside, analysts plainly 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)
5 Buy rating(s)
0 Strong Buy rating(s)
2.56
LPL Financial
0 Sell rating(s)
5 Hold rating(s)
12 Buy rating(s)
0 Strong Buy rating(s)
2.71

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 hedge funds, large money managers and endowments believe a company is poised for long-term growth.

Stifel Financial has a beta of 0.98, meaning that its stock price is 2% less volatile than the broader market. Comparatively, LPL Financial has a beta of 0.48, meaning that its stock price is 52% less volatile than the broader market.

Stifel Financial pays an annual dividend of $1.36 per share and has a dividend yield of 1.7%. LPL Financial pays an annual dividend of $1.20 per share and has a dividend yield of 0.3%. Stifel Financial pays out 24.3% of its earnings in the form of a dividend. LPL Financial pays out 9.6% 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 raised 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$5.86B2.06$683.78M$5.5914.26
LPL Financial$16.99B1.61$863.02M$12.5427.69

Stifel Financial has a net margin of 16.11% compared to LPL Financial's net margin of 5.13%. LPL Financial's return on equity of 32.20% beat Stifel Financial's return on equity.

Company Net Margins Return on Equity Return on Assets
Stifel Financial16.11% 19.22% 2.36%
LPL Financial 5.13%32.20%9.35%

In the previous week, Stifel Financial and Stifel Financial both had 11 articles in the media. Stifel Financial's average media sentiment score of 1.37 beat LPL Financial's score of 1.23 indicating that Stifel Financial is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Stifel Financial
8 Very Positive mention(s)
0 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
LPL Financial
9 Very Positive mention(s)
0 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Summary

LPL Financial beats Stifel Financial on 11 of the 18 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 FinancialCapital Markets IndustryFinance SectorNASDAQ Exchange
Market Cap$27.34B$5.47B$13.90B$12.70B
Dividend Yield0.34%7.43%5.91%9.16%
P/E Ratio27.6930.5325.5925.12
Price / Sales1.611,181.11500.45117.02
Price / Cash12.5148.0340.7052.32
Price / Book5.203.552.756.18
Net Income$863.02M$418.04M$1.32B$358.18M
7 Day Performance-3.68%6.01%2.17%-2.34%
1 Month Performance-6.70%-1.31%0.38%-2.50%
1 Year Performance1.56%5.11%10.35%9.85%

LPL Financial Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
LPLA
LPL Financial
4.9472 of 5 stars
$347.18
-0.7%
$405.79
+16.9%
+2.8%$27.34B$16.99B27.6910,000
IBKR
Interactive Brokers Group
4.238 of 5 stars
$92.62
flat
$98.90
+6.8%
+45.1%$157.58B$10.42B37.053,182
AMP
Ameriprise Financial
4.5626 of 5 stars
$559.88
-0.1%
$555.33
-0.8%
+11.8%$50.39B$18.48B13.5013,600
RJF
Raymond James Financial
4.0086 of 5 stars
$178.69
+0.2%
$181.46
+1.6%
+6.0%$34.30B$15.91B15.5819,500
SCHW
Charles Schwab
4.9342 of 5 stars
$109.43
+0.1%
$121.17
+10.7%
+13.9%$189.00B$23.92B19.9033,000

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This page (NASDAQ:LPLA) was last updated on 9/10/2026 by MarketBeat.com Staff.
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