LPL Financial Holdings Inc (LPLA)vsCharles Schwab Corp (SCHW)
LPLA
LPL Financial Holdings Inc
$288.49
-1.15%
FINANCIAL SERVICES · Cap: $23.65B
SCHW
Charles Schwab Corp
$91.39
-1.91%
FINANCIAL SERVICES · Cap: $158.17B
Smart Verdict
WallStSmart Research — data-driven comparison
Charles Schwab Corp generates 39% more annual revenue ($24.80B vs $17.84B). SCHW leads profitability with a 38.0% profit margin vs 5.0%. LPLA appears more attractively valued with a PEG of 0.45. SCHW earns a higher WallStSmart Score of 75/100 (B+).
LPLA
Strong Buy68
out of 100
Grade: B-
SCHW
Strong Buy75
out of 100
Grade: B+
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Revenue surging 35.0% year-over-year
Keeps 38 of every $100 in revenue as profit
Strong operational efficiency at 49.3%
Large-cap with strong market position
15.8% revenue growth
Earnings expanding 38.6% YoY
Generating 7.2B in free cash flow
Areas to Watch
Moderate valuation
4.5% earnings growth
5.0% margin — thin
Elevated debt levels
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : LPLA
The strongest argument for LPLA centers on PEG Ratio, Revenue Growth. Revenue growth of 35.0% demonstrates continued momentum. PEG of 0.45 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 38.0% and operating margin at 49.3%. Revenue growth of 15.8% demonstrates continued momentum.
Bear Case : LPLA
The primary concerns for LPLA are P/E Ratio, EPS Growth, Profit Margin.
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 0.77 — expect wider price swings.
LPLA is growing revenue faster at 35.0% — sustainability is the question.
SCHW generates stronger free cash flow (7.2B), providing more financial flexibility.
Bottom Line
SCHW scores higher overall (75/100 vs 68/100), backed by strong 38.0% margins and 15.8% 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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