WallStSmart

LPL Financial Holdings Inc (LPLA)vsSiebert Financial Corp (SIEB)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

LPL Financial Holdings Inc generates 21671% more annual revenue ($19.20B vs $88.17M). LPLA leads profitability with a 5.2% profit margin vs -6.3%. LPLA appears more attractively valued with a PEG of 0.53. LPLA earns a higher WallStSmart Score of 74/100 (B).

LPLA

Strong Buy

74

out of 100

Grade: B

Growth: 10.0Profit: 6.0Value: 6.3Quality: 6.5
Piotroski: 2/9Altman Z: 2.22

SIEB

Hold

39

out of 100

Grade: F

Growth: 4.7Profit: 2.0Value: 6.0Quality: 5.0
Piotroski: 3/9Altman Z: 0.42

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

LPLA3 strengths · Avg: 8.7/10
Revenue GrowthGrowth
36.4%10/10

Revenue surging 36.4% year-over-year

PEG RatioValuation
0.538/10

Growing faster than its price suggests

EPS GrowthGrowth
39.4%8/10

Earnings expanding 39.4% YoY

SIEB3 strengths · Avg: 9.0/10
Price/BookValuation
0.8x10/10

Reasonable price relative to book value

Debt/EquityHealth
0.139/10

Conservative balance sheet, low leverage

PEG RatioValuation
0.728/10

Growing faster than its price suggests

Areas to Watch

LPLA4 concerns · Avg: 3.3/10
P/E RatioValuation
28.3x4/10

Moderate valuation

Profit MarginProfitability
5.2%3/10

5.2% margin — thin

Debt/EquityHealth
1.393/10

Elevated debt levels

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

SIEB4 concerns · Avg: 2.5/10
Market CapQuality
$65.92M3/10

Smaller company, higher risk/reward

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Return on EquityProfitability
-6.0%2/10

ROE of -6.0% — below average capital efficiency

Revenue GrowthGrowth
-19.3%2/10

Revenue declined 19.3%

Comparative Analysis Report

WallStSmart Research

Bull 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 : SIEB

The strongest argument for SIEB centers on Price/Book, Debt/Equity, PEG Ratio. PEG of 0.72 suggests the stock is reasonably priced for its growth.

Bear Case : LPLA

The primary concerns for LPLA are P/E Ratio, Profit Margin, Debt/Equity.

Bear Case : SIEB

The primary concerns for SIEB are Market Cap, Piotroski F-Score, Return on Equity.

Key Dynamics to Monitor

LPLA profiles as a hypergrowth stock while SIEB is a turnaround play — different risk/reward profiles.

SIEB carries more volatility with a beta of 0.91 — expect wider price swings.

LPLA is growing revenue faster at 36.4% — sustainability is the question.

LPLA generates stronger free cash flow (135M), providing more financial flexibility.

Bottom Line

LPLA scores higher overall (74/100 vs 39/100) and 36.4% revenue growth. Both earn "Strong Buy" and "Hold" 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.

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Siebert Financial Corp

FINANCIAL SERVICES · CAPITAL MARKETS · USA

Siebert Financial Corp. The company is headquartered in New York, New York.

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