LPLA vs SCHW
LPLA: LPL Financial is a leading independent broker-dealer and wealth management platform providing advisors with the technology, custody, and support to run their own practices. SCHW: A leading financial services firm providing a comprehensive range of investment, banking, and advisory services to both individual investors and independent financial advisors.
Side-by-side fundamentals
| Metric | LPLA | SCHW | Edge |
|---|---|---|---|
| Price as of 2026-10-08 close | $328.00 | $96.87 | |
| Market cap | $25.8B | $167.5B | |
| P/E as of 2026-10-08 | 26.16 | 16.96 | SCHW lower |
| PEG as of 2026-10-08, 3-year EPS CAGR to FY2025 | 15.96 | 1.71 | SCHW lower |
| Net margin FY2025, SEC XBRL | +5.1% | +37.0% | SCHW higher |
| ROE FY2025, SEC XBRL | +16.1% | +17.9% | SCHW higher |
| ROA FY2025, SEC XBRL | +4.7% | +1.8% | LPLA higher |
| Debt / equity as of 2026-09-03 | 1.31 | 5.81 | LPLA lower |
| Revenue growth (YoY) as of 2026-09-03 | +38.8% | +11.2% | LPLA higher |
| Revenue CAGR (3y) SEC XBRL | +25.5% | +4.8% | LPLA higher |
| Dividend yield as of 2026-09-03 | +0.4% | +1.2% | SCHW higher |
| Dividend streak (yrs) SEC XBRL | 7 | 15 | SCHW higher |
| Beta as of 2026-09-03 | 1.13 | 0.74 | |
| 1-year return as of 2026-10-08 close | +0.9% | +3.3% | SCHW higher |
Fundamentals: SEC XBRL company filings for the figures marked with a fiscal year, and market data, as of 2026-09-03 for the rest. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-10-08.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & market data, shown with their as-of date; "Edge" cells are a pure numeric comparison, not a recommendation.