LPLA vs SF
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. SF: Stifel is a diversified financial services firm offering a comprehensive suite of wealth management and investment banking solutions for individuals and institutional clients.
Side-by-side fundamentals
| Metric | LPLA | SF | Edge |
|---|---|---|---|
| Price as of 2026-07-22 close | $327.38 | $79.31 | |
| Market cap as of 2026-07-23 | $26.3B | $12.1B | |
| P/E as of 2026-07-23 | 29.14 | 13.66 | SF lower |
| PEG as of 2026-07-23 | 1.62 | 0.22 | SF lower |
| Net margin as of 2026-07-23 | +4.9% | +13.5% | SF higher |
| Gross margin as of 2026-07-23 | +99.0% | +99.0% | SF higher |
| Operating margin as of 2026-07-23 | +8.9% | +17.3% | SF higher |
| ROE as of 2026-07-23 | +17.0% | +15.1% | LPLA higher |
| ROA as of 2026-07-23 | +5.0% | +2.1% | LPLA higher |
| Debt / equity as of 2026-07-23 | 1.28 | 5.56 | LPLA lower |
| Revenue growth (YoY) as of 2026-07-23 | +38.1% | +9.0% | LPLA higher |
| Revenue CAGR (3y) SEC XBRL | +25.5% | +11.4% | LPLA higher |
| Dividend yield as of 2026-07-23 | +0.4% | +1.7% | SF higher |
| Dividend streak (yrs) SEC XBRL | 5 | 5 | Tie |
| Beta as of 2026-07-23 | 0.50 | 1.01 | |
| 1-year return as of 2026-07-22 close | -12.5% | +7.7% | SF 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.