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Screener Weekly Summary Pricing

LPL Financial Holdings Inc. (LPLA) vs The Charles Schwab Corporation (SCHW)

LPL Financial Holdings Inc. and The Charles Schwab Corporation are both Capital Markets companies. The Charles Schwab Corporation is the larger, with a market value of $171.9B against $23.8B — 7.2× the size. The Charles Schwab Corporation trades at the lower P/E: 17.9× against 25.0×. LPL Financial Holdings Inc. grew revenue faster over the last twelve months: 38.8% against 20.3%. The Charles Schwab Corporation has the higher net margin (37.4% vs 5.13%) and the lower return on invested capital (0.00% vs 11.0%). Both pay a dividend; The Charles Schwab Corporation yields more (1.73% vs 0.53%). Across the 22 metrics below, The Charles Schwab Corporation leads on 15 and LPL Financial Holdings Inc. on 7.

Valuation

Metric LPLA SCHW Capital Markets median
P/E 24.97 17.94 15.78
P/S 1.28 6.60 2.32
P/B 4.36 3.91 1.89
Price to free cash flow n/m 15.93 6.25
EV/EBITDA 11.78 7.41 8.87
EV/Sales 1.50 4.65 2.28
Earnings yield 4.00% 5.57% (3.77%)
Free cash flow yield (3.71%) 6.28% (1.49%)

Profitability

Metric LPLA SCHW Capital Markets median
Gross margin 31.85% 100.00% 62.80%
Operating margin 9.06% 54.98% 0.00%
Net margin 5.13% 37.36% (0.55%)
Free cash flow margin (4.75%) 41.46% 0.00%
Return on equity 18.59% 22.45% 0.00%
Return on assets 5.40% 1.99% 0.00%
Return on invested capital 11.01% 0.00% 0.00%

Growth

Metric LPLA SCHW Capital Markets median
Revenue growth (TTM) 38.82% 20.34% 21.02%
EPS growth (last fiscal year) (22.17%) 55.52% —
Revenue growth, 5-year CAGR 23.68% 15.39% 18.16%
Net income growth, 5-year CAGR 12.80% 22.57% 0.00%

Health

Metric LPLA SCHW Capital Markets median
Debt to equity 1.30 0.45 0.08
Current ratio 2.39 0.64 1.51
Net debt to EBITDA 1.87 (4.52) (0.24)

Dividend

Metric LPLA SCHW Capital Markets median
Dividend yield 0.53% 1.73% 2.20%
Payout ratio 0.08 0.27 0.00

Size

Metric LPLA SCHW Capital Markets median
Market cap 23.84b 171.90b 724.58m

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