LPLA vs RJF
LPLA: LPL Financial is the leading independent broker-dealer platform, empowering financial advisors with the technology, custody, and support services necessary to provide conflict-free investment guidance. RJF: Raymond James is a diversified financial services holding company providing wealth management, investment banking, and asset management services through a broad network of financial advisors.
Side-by-side fundamentals
| Metric | LPLA | RJF | Edge |
|---|---|---|---|
| Price as of 2026-07-22 close | $327.38 | $168.01 | |
| Market cap as of 2026-07-23 | $26.3B | $32.8B | |
| P/E as of 2026-07-23 | 29.14 | 15.27 | RJF lower |
| PEG as of 2026-07-23 | 1.62 | 0.79 | RJF lower |
| Net margin as of 2026-07-23 | +4.9% | +13.0% | RJF higher |
| Gross margin as of 2026-07-23 | +99.0% | +87.0% | LPLA higher |
| Operating margin as of 2026-07-23 | +8.9% | +16.7% | RJF higher |
| ROE as of 2026-07-23 | +17.0% | +17.2% | RJF higher |
| ROA as of 2026-07-23 | +5.0% | +2.4% | LPLA higher |
| Debt / equity as of 2026-07-23 | 1.28 | 5.39 | LPLA lower |
| Revenue growth (YoY) as of 2026-07-23 | +38.1% | +5.3% | LPLA higher |
| Revenue CAGR (3y) SEC XBRL | +25.5% | +12.1% | LPLA higher |
| Dividend yield as of 2026-07-23 | +0.4% | +1.3% | RJF higher |
| Dividend streak (yrs) SEC XBRL | 5 | 5 | Tie |
| Beta as of 2026-07-23 | 0.50 | 0.93 | |
| 1-year return as of 2026-07-22 close | -12.5% | +4.6% | RJF higher |
Fundamentals: Finnhub, as of 2026-07-23. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-22.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date; "Edge" cells are a pure numeric comparison, not a recommendation.