LPL Financial Holdings Inc (LPLA)vsCharles Schwab Corp (SCHW)
LPLA
LPL Financial Holdings Inc
$362.63
+1.00%
FINANCIAL SERVICES · Cap: $28.29B
SCHW
Charles Schwab Corp
$107.60
-0.06%
FINANCIAL SERVICES · Cap: $184.96B
Smart Verdict
WallStSmart Research — data-driven comparison
Charles Schwab Corp generates 36% more annual revenue ($26.03B vs $19.20B). SCHW leads profitability with a 38.8% profit margin vs 5.2%. LPLA appears more attractively valued with a PEG of 0.53. SCHW earns a higher WallStSmart Score of 79/100 (B+).
LPLA
Strong Buy74
out of 100
Grade: B
SCHW
Strong Buy79
out of 100
Grade: B+
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 36.4% year-over-year
Growing faster than its price suggests
Earnings expanding 39.4% YoY
Keeps 39 of every $100 in revenue as profit
Strong operational efficiency at 51.9%
Large-cap with strong market position
Every $100 of equity generates 20 in profit
Revenue surging 20.9% year-over-year
Earnings expanding 42.6% YoY
Areas to Watch
Moderate valuation
5.2% margin — thin
Elevated debt levels
Weak financial health signals
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : LPLA
The strongest argument for LPLA centers on Revenue Growth, PEG Ratio, EPS Growth. Revenue growth of 36.4% demonstrates continued momentum. PEG of 0.53 suggests the stock is reasonably priced for its growth.
Bull Case : SCHW
The strongest argument for SCHW centers on Profit Margin, Operating Margin, Market Cap. Profitability is solid with margins at 38.8% and operating margin at 51.9%. Revenue growth of 20.9% demonstrates continued momentum.
Bear Case : LPLA
The primary concerns for LPLA are P/E Ratio, Profit Margin, Debt/Equity.
Bear Case : SCHW
The primary concerns for SCHW are Altman Z-Score.
Key Dynamics to Monitor
LPLA profiles as a hypergrowth stock while SCHW is a growth play — different risk/reward profiles.
SCHW carries more volatility with a beta of 0.75 — expect wider price swings.
LPLA is growing revenue faster at 36.4% — sustainability is the question.
SCHW generates stronger free cash flow (7.2B), providing more financial flexibility.
Bottom Line
SCHW scores higher overall (79/100 vs 74/100), backed by strong 38.8% margins and 20.9% revenue growth. Both earn "Strong Buy" and "Strong Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
LPL Financial Holdings Inc
FINANCIAL SERVICES · CAPITAL MARKETS · USA
LPL Financial Holdings Inc., provides an integrated platform of brokerage and investment advisory services to independent financial advisers and financial advisers at financial institutions in the United States. The company is headquartered in San Diego, California.
Visit Website →Charles Schwab Corp
FINANCIAL SERVICES · CAPITAL MARKETS · USA
The Charles Schwab Corporation is an American multinational financial services company. It offers banking, commercial banking, an electronic trading platform, and wealth management advisory services to both retail and institutional clients.
Visit Website →Compare with Other CAPITAL MARKETS Stocks
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