LPL Financial Holdings (LPLA) Peer Comparison
$328.46
$3.66
(1.13%)
As on 08-Oct-2026 10:38EDT
Market cap
$24,917 Mln
Revenue (TTM)
$19,610 Mln
P/E Ratio
25.4
P/B Ratio
4.1
Div. Yield
0.4 %
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| LPL Financial Holdings (LPLA) | Morgan Stanley (MS) | Goldman Sachs Group Inc (GS) | Citigroup (C) | Charles Schwab Corp (SCHW) | |
|---|---|---|---|---|---|
Market cap ($ Mln) |
24,917 | 298,894 | 262,800 | 215,551 | 170,115 |
Revenue ($ Mln) |
19,610 | 126,529 | 117,937 | 174,236 | 30,027 |
Net Profit ($ Mln) |
1,006.87 | 20,226.00 | 20,973.00 | 17,839.00 | 10,096.00 |
Net Margin (%) |
5.13 | 15.99 | 17.78 | 10.24 | 33.62 |
RoE (%) |
18.14 | 18.02 | 16.93 | 8.20 | 20.33 |
Price to Earnings |
25.36 | 15.37 | 13.94 | 13.68 | 17.79 |
Price-To-Book |
4.14 | 2.95 | 2.52 | 1.15 | 3.92 |
Income Statement ($ Mln)
| LPL Financial Holdings (LPLA) | Morgan Stanley (MS) | Goldman Sachs Group Inc (GS) | Citigroup (C) | Charles Schwab Corp (SCHW) | |
|---|---|---|---|---|---|
|
Operating Revenue
|
19,609.50 | 126,529.00 | 117,937.00 | 174,236.00 | 30,027.00 |
|
Cost of Revenue
|
14,669.64 | 50,970.00 | 50,367.00 | 92,988.00 | 4,002.00 |
|
Gross Profit
|
4,347.28 | 65,617.00 | 59,396.00 | 75,047.00 | 23,921.00 |
|
Operating Expenses
|
2,841.60 | 49,362.00 | 38,313.00 | 56,541.00 | 12,967.00 |
|
Operating Profit (EBIT)
|
2,098.26 | 26,197.00 | 29,257.00 | 24,707.00 | 13,058.00 |
|
Other Income
|
0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
|
Profit before Tax
|
1,363.54 | 26,147.00 | 26,296.00 | 24,707.00 | 13,058.00 |
|
Provision for Tax
|
356.67 | 5,777.00 | 5,323.00 | 6,430.00 | 2,962.00 |
|
Profit after Tax (Net Income)
|
1,006.87 | 20,226.00 | 20,973.00 | 17,839.00 | 10,096.00 |
|
Minority Interest
|
0.00 | -215.00 | 0.00 | -435.00 | 0.00 |
|
Consolidated Profit
|
0.00 | 8,700.00 | 13,647.00 | 11,012.00 | 0.00 |
Liabilities ($ Mln)
| LPL Financial Holdings (LPLA) | Morgan Stanley (MS) | Goldman Sachs Group Inc (GS) | Citigroup (C) | Charles Schwab Corp (SCHW) | |
|---|---|---|---|---|---|
|
Shareholder's Funds
|
5,756.84 | 110,417.00 | 122,742.00 | 212,015.00 | 49,884.00 |
|
Minority Interest
|
0.00 | -215.00 | 0.00 | -435.00 | 0.00 |
|
Non-Current Liabilities
|
9,985.14 | 729,851.00 | 538,335.00 | 333,749.00 | 453,016.00 |
|
Current Liabilities
|
3,449.74 | 833,678.00 | 1,466,634.00 | 2,275,980.00 | 14,400.00 |
|
Total Liabilities
|
18,492.75 | 1,420,270.00 | 1,809,320.00 | 2,657,202.00 | 490,995.00 |
Assets ($ Mln)
| LPL Financial Holdings (LPLA) | Morgan Stanley (MS) | Goldman Sachs Group Inc (GS) | Citigroup (C) | Charles Schwab Corp (SCHW) | |
|---|---|---|---|---|---|
|
Non-Current Assets
|
10,386.58 | 644,623.00 | 906,540.00 | 1,814,583.00 | 298,900.00 |
|
Current Assets
|
8,484.18 | 1,030,434.00 | 1,221,171.00 | 1,080,071.00 | 218,400.00 |
|
Total Assets
|
18,492.75 | 1,420,270.00 | 1,809,320.00 | 2,657,202.00 | 490,995.00 |
|
Total Debt*
|
7,460.51 | 524,577.00 | 741,874.00 | 813,853.00 | 37,100.00 |
|
Net Current Assets
|
5,287.82 | 0.00 | 0.00 | 0.00 | 0.00 |
Cashflow ($ Mln)
| LPL Financial Holdings (LPLA) | Morgan Stanley (MS) | Goldman Sachs Group Inc (GS) | Citigroup (C) | Charles Schwab Corp (SCHW) | |
|---|---|---|---|---|---|
|
Cash From Operating Activities
|
-423.04 | 48,998.00 | -45,154.00 | -67,632.00 | 9,311.00 |
|
Cash Flow from Investing Activities
|
-2,374.95 | -144,222.00 | -44,227.00 | -108,282.00 | 24,538.00 |
|
Cash from Financing Activities
|
3,168.69 | 98,314.00 | 66,100.00 | 238,031.00 | -29,702.00 |
|
Net Cash Inflow / Outflow
|
-- | -- | -- | -- | -- |
Ratios
Profitability Ratios
| LPL Financial Holdings (LPLA) | Morgan Stanley (MS) | Goldman Sachs Group Inc (GS) | Citigroup (C) | Charles Schwab Corp (SCHW) | |
|---|---|---|---|---|---|
|
ROCE (%)
|
8.11 | 3.20 | 2.33 | 1.66 | 10.18 |
|
ROE (%)
|
18.14 | 18.02 | 16.93 | 8.20 | 20.33 |
|
ROA (%)
|
4.58 | 0.92 | 0.76 | 0.49 | 1.46 |
|
EBIT Margin (%)
|
9.99 | 14.86 | 24.87 | 14.18 | 43.49 |
|
Net Margin (%)
|
5.13 | 15.99 | 17.78 | 10.24 | 33.62 |
|
Cash Profit Margin (%)
|
0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Growth Ratios
| LPL Financial Holdings (LPLA) | Morgan Stanley (MS) | Goldman Sachs Group Inc (GS) | Citigroup (C) | Charles Schwab Corp (SCHW) | |
|---|---|---|---|---|---|
|
Revenue Growth (%)
|
38.82 | 16.74 | -6.83 | 3.80 | 12.59 |
|
EBIT Growth (%)
|
7.84 | -2.56 | 47.77 | 31.01 | 38.84 |
|
Net Profit Growth (%)
|
-9.93 | 37.07 | 34.77 | 25.83 | 38.62 |
|
EPS Growth (%)
|
-14.97 | 37.87 | 41.19 | 34.79 | 43.33 |
|
Book Value Growth (%)
|
9.94 | 2.06 | 3.26 | 8.46 | 5.69 |
Valuation Ratios
| LPL Financial Holdings (LPLA) | Morgan Stanley (MS) | Goldman Sachs Group Inc (GS) | Citigroup (C) | Charles Schwab Corp (SCHW) | |
|---|---|---|---|---|---|
|
Price / Earnings
|
33.28 | 16.77 | 16.25 | 15.19 | 20.06 |
|
Price / Book Value
|
5.37 | 2.53 | 2.23 | 1.02 | 3.59 |
|
Dividend Yield (%)
|
-- | -- | -- | -- | -- |
|
EV/EBITDA
|
15.96 | 8.21 | 10.99 | 10.65 | 7.83 |
|
Market Cap ($ Cr)
|
-- | -- | -- | -- | -- |
Solvency Ratios
| LPL Financial Holdings (LPLA) | Morgan Stanley (MS) | Goldman Sachs Group Inc (GS) | Citigroup (C) | Charles Schwab Corp (SCHW) | |
|---|---|---|---|---|---|
|
Debt to Equity
|
1.25 | 3.55 | 2.93 | 1.57 | 0.46 |
|
Short term debt to equity ratio
|
0.00 | 1.20 | 3.10 | 2.26 | 0.29 |
|
Current Ratio
|
2.46 | 1.24 | 0.83 | 0.47 | 15.17 |
|
Quick Ratio
|
2.46 | 1.24 | 0.83 | 0.47 | 15.17 |
|
Interest Coverage
|
4.30 | 1.52 | 1.38 | 1.30 | 5.12 |
Operating Efficiency Ratios
| LPL Financial Holdings (LPLA) | Morgan Stanley (MS) | Goldman Sachs Group Inc (GS) | Citigroup (C) | Charles Schwab Corp (SCHW) | |
|---|---|---|---|---|---|
|
Debtors to sales (%)
|
28.33 | 119.35 | 402.66 | 47.82 | 482.23 |
|
Asset Turnover
|
0.89 | 0.06 | 0.04 | 0.05 | 0.04 |
|
Receivable days
|
103.77 | 319.05 | 796.01 | 123.49 | 1,308.06 |
|
Inventory Days
|
-- | -- | -- | -- | -- |
|
Payable days
|
85.18 | 2,188.06 | 1,265.07 | 277.03 | 12,498.92 |
|
Cash Conversion Cycle
|
-- | -- | -- | -- | -- |
*TTM (Trailing Twelve Months) data based on income statement of last 4 quarters and interim half yearly balance sheet.
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