Competition & Peer Data API & CSV Delivery

Lpl Financial Holdings Inc's Competitiveness

A competitive positioning analysis and financial ratio benchmarking of Lpl Financial Holdings Inc (LPLA) against its publicly traded competitors: sales growth, net income, profitability, valuation and market share, plus each peer's market capitalization, revenue, income and employees. Free below: the top 5 peers. Subscriber access adds the full competitor list and CSV downloads.

Peer Data As of Q2 2026
Competitors Tracked
43
Publicly traded peers
Peer Group Market Share
3.24 %
vs 2.58 % a year ago
Revenue Growth Y/Y
35.24 %
Peers: 6.90 %
Net Margin
7.31 %
Peers: 22.05 %

Key Findings: Lpl Financial Holdings Inc vs Its Competitors

  • TTM: Trailing 12-month revenue of 19,610M vs 631,979M combined for tracked competitors (3.0% combined share).
  • Trending: Latest-quarter revenue run-rate is accelerating (+5.8% annualized vs trailing 12 months), vs decelerating (-2.0%) for its tracked peer group.
  • Growth: Lpl Financial Holdings Inc generated 35.2% revenue growth year over year in Q2 2026, vs 6.9% for its tracked competitors combined.
  • Profitability: Its 7.3% net margin compares with 22.1% for the peer group.
  • Scale: Lpl Financial Holdings Inc ranks #20 of 91 companies by market capitalization in the Investment Services industry, holding 1.1% of industry market cap.
  • Peer revenue share: Lpl Financial Holdings Inc accounted for 3.2% of combined revenue among its tracked peer group, up from 2.6% a year earlier.
  • Peer differentiation: Revenue per employee of $1.96M compares with $0.79M for the peer group (2.5x).

Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).

LPLA Sales vs. its Competitors, Q2 2026

Lpl Financial Holdings Inc reported revenue growth of 35.24 % year on year in Q2 2026, above its competitors' combined revenue growth of 6.90 %.

With a net margin of 7.31 %, Lpl Financial Holdings Inc reported lower profitability than its competitors (22.05 %).

Lpl Financial Holdings Inc generated 3.24 % of the combined sales of its peer group, up from 2.58 % a year earlier.

API endpoints for this dataset
https://api.csimarket.com/api/v1/companies/LPLA/competitors
https://api.csimarket.com/api/v1/companies/LPLA/relationships
https://api.csimarket.com/api/v1/companies/LPLA/similar
Programmatic access for models, analytics, and integration workflows.

Lpl Financial Holdings Inc vs. its Competitors, Q2 2026

Revenue growth, year on year

Lpl Financial Holdings Inc +35.2 %
Competitors combined +6.9 %

Net income growth, year on year

Lpl Financial Holdings Inc +38.8 %
Competitors combined +36.2 %

Net margin

Lpl Financial Holdings Inc +7.3 %
Competitors combined +22.1 %

Revenue run-rate vs trailing 12 months

Lpl Financial Holdings Inc +5.8 %
Competitors combined -2.0 %

TTM net margin

Lpl Financial Holdings Inc +5.1 %
Competitors combined +18.4 %

TTM = trailing twelve months. Run-rate annualizes the latest quarter (×4) and compares it to TTM. In millions of $. High-Confidence Competitors are named as a competitor directly in an SEC filing; Similar-Size Competitors are the closest peers by market-cap rank within the same industry; Similar Growth & Profitability Competitors are the closest peers by combined revenue growth, operating margin and ROIC, all independent of the competitor list.

Competitor Financial Benchmarking - TTM Commercial

TTM revenue, latest-quarter run-rate and net income/margin benchmarked across Lpl Financial Holdings Inc and its 4 competitor groupings. Available under Commercial License.

Entity TTM Revenue Latest Q ×4 Rev Run-rate vs TTM TTM Net Income TTM Net Margin
Lpl Financial Holdings Inc $12,345M $12,345M +12.3% · Accelerating $1,234M 12.3%
Competitors combined $12,345M $12,345M +12.3% · Accelerating $1,234M 12.3%
High-Confidence Competitors (1) $12,345M $12,345M +12.3% · Accelerating $1,234M 12.3%
Similar-Size Competitors (9) $12,345M $12,345M +12.3% · Accelerating $1,234M 12.3%
Competitor Financial Benchmarking

TTM revenue, run-rate and net margin benchmarking across Lpl Financial Holdings Inc's competitor groups requires a Commercial License.

For context: the Investment Services industry grew revenue -2.0% year over year, combined, vs 35.2% for Lpl Financial Holdings Inc. Lpl Financial Holdings Inc's share of combined industry revenue moved from 1.50% to 2.07%, a gain of 0.57 percentage points.

Lpl Financial Holdings Inc's Competitor Quality Breadth

Share of each group, trailing 12 months: profitable (net margin > 0), expanding (revenue growth > 0), growing faster than the industry's own median, and financially distressed (Piotroski F-Score of 2 or below).

Entity Profitable Expanding Above Industry Growth Distressed
Lpl Financial Holdings Inc Yes Yes Yes Yes
Competitors combined (43) 93% 86% 62% 18%
High-Confidence Competitors (1) 100% 100% 100% 0%
Similar-Size Competitors (10) 100% 80% 50% 30%

Source: CSIMarket API, trailing 12 months. Altman Z-Score is not shown here: it is not populated in the underlying data for any company. Percentages are of companies in each group that report the relevant metric, not of the full group size.

Market Share of the Peer Group, Q2 2026

3.2%market share
  • Lpl Financial Holdings Inc3.2%
  • Competitors combined96.8%

Share of combined quarterly revenue of Lpl Financial Holdings Inc and its 43 tracked competitors.

See Lpl Financial Holdings Inc's full market share breakdown »

LPLA Stock Performance relative to its Competitors

LPLA Competitors (weighted) Percent change over the selected range

Lpl Financial Holdings Inc's Share Price Performance vs Peer Groups

Trailing 12-month total share price return, and the share of each group that outperformed the U.S.A. 500 over the same period. Similar Growth & Profitability Competitors are the closest peers by combined revenue growth, operating margin and ROIC.
35%beat U.S.A. 500
Competitors Combined
(14 of 40)
100%beat U.S.A. 500
High-Confidence
(1 of 1)
30%beat U.S.A. 500
Similar-Size
(3 of 10)
Entity TTM Share Price Return
(group: median)
vs U.S.A. 500
Lpl Financial Holdings Inc -7.20 % Underperformed
Competitors combined (40) 40.4% 63.2%
High-Confidence Competitors (1) 40.4% 63.2%
Similar-Size Competitors (10) 40.4% 63.2%
Similar Growth & Profitability (0) 40.4% 63.2%
Peer Group Share Price Returns

TTM share price return and U.S.A. 500 outperformance for Lpl Financial Holdings Inc's competitor groups requires a Commercial License.

Source: CSIMarket API (daily market-structure computation). Outperformance is trailing-12-month total return vs the U.S.A. 500 over the same window, not risk-adjusted.

LPLA Stock Performance relative to High-Confidence Competitors

LPLA High-Confidence Competitors (equal-weighted, 1) Percent change over the selected range

LPLA Stock Performance relative to Similar-Size Competitors

LPLA Similar-Size Competitors (equal-weighted, 10) Percent change over the selected range

5 Best-Performing Tracked Competitors, Trailing 12 Months

#CompetitorTTM Share Price Returnvs U.S.A. 500
1 The Bank Of New York Mellon Corporation 282.9% Outperformed
2 Oppenheimer Holdings Inc 282.9% Outperformed
3 Virtu Financial inc 282.9% Outperformed
4 Principal Financial Group inc 282.9% Outperformed
5 Franklin Resources Inc 282.9% Outperformed
Best-Performing Competitor Returns

TTM share price return and U.S.A. 500 outperformance for Lpl Financial Holdings Inc's best-performing tracked competitors requires a Commercial License.

Source: CSIMarket API, trailing 12 months.

Lpl Financial Holdings Inc's Comment on Competition and Industry Peers

We compete with a variety of financial firms to attract and retain experienced and productive advisors:
Within the independent channel, the industry is highly fragmented, comprised primarily of regional firms that rely on third-party custodians and technology providers to support their operations. Competitors in this space include:
Commonwealth Financial Network;
Cetera Financial Group; and

Cambridge
The captive wirehouse channel tends to consist of large nationwide firms with multiple lines of business that have a focus on the highly competitive high-net-worth investor market. Competitors in this channel include:
Morgan Stanley;
Bank of America Merrill Lynch;
UBS Financial Services Inc.; and
Wells Fargo Advisors, LLC.

Competition for advisors also includes regional firms, such as Edward D. Jones & Co., L.P. and Raymond James Financial Services, Inc.
Independent RIA firms, which are registered with the SEC or though their respective states investment advisory regulator and not through a broker-dealer, may choose from a number of third-party firms to provide custodial services. Our significant competitors in this space include:
Charles Schwab & Co.;
Fidelity Brokerage Services LLC; and
TD Ameritrade.

Those competitors that do not offer a complete clearing solution for advisors are frequently supported by third-party clearing and custody oriented firms. Pershing LLC, a subsidiary of Bank of New York Mellon, National Financial Services LLC, a subsidiary of Fidelity Investments, and J.P. Morgan Clearing Corp., a subsidiary of J.P. Morgan Chase & Co., offer custodial services and technology solutions to independent firms and RIAs that are not self-clearing. These clearing firms and their affiliates and other providers also offer an array of service, technology and reporting tools. Albridge Solutions, a subsidiary of Bank of New York Mellon, Advent Software, Inc., Envestnet, Inc., and Morningstar, Inc., provide an array of research, analytics and reporting solutions.


Our advisors compete for clients with financial advisors of brokerage firms, banks, insurance companies, asset management, and investment advisory firms. In addition, they also compete with a number of firms offering direct to investor on-line financial services and discount brokerage services, such as Charles Schwab & Co. and Fidelity Brokerage Services LLC.

Publicly Traded Peers of Lpl Financial Holdings Inc

Revenue and income for trailing 12 months, in millions of $, except employees
Company Market Cap Revenues Income Employees
Lpl Financial Holdings Inc 25,024.41 19,609.50 1,006.87 10,000
Bank Of America Corporation 404,609.27 121,098.00 33,655.00 213,000
The Goldman Sachs Group Inc 279,373.77 52,259.00 20,973.00 47,400
Wells Fargo and Company 248,473.80 83,940.00 22,729.00 239,000
The Bank Of New York Mellon Corporation 101,493.74 21,415.00 6,348.00 48,000
Us Bancorp De 91,402.90 27,885.00 8,192.00 70,000
SUBTOTAL 1,463,476.09 678,698.34 121,724.51 843,883
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Sources: Lpl Financial Holdings Inc's official press releases and regulatory filings; CSIMarket.com's market research; and the financial filings and press releases of the other companies cited.
Updated on:
Focus of this report: publicly traded companies. Ten additional tables on Lpl Financial Holdings Inc versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.

Lpl Financial Holdings Inc's Competitors Named by the Company

Competitive relationships identified from SEC filings and corroborating sources, each with a basis and confidence.
Competitor Basis Confidence Active Sources
People’s United Bank Named by the company 85% 2022 to 2026 3
Sei Investments Company Named by the company 85% 2022 to 2026 3
CUNA Brokerage Services, Inc. Named by the company 85% 2022 to 2026 3
Competitor Evidence Detail

Filing basis, confidence, active dates and source counts for Lpl Financial Holdings Inc's named competitors require a Commercial License.

Methodology: relationships are extracted from SEC filings (named-competitor disclosures) and corroborating sources. Named by the company = explicitly disclosed as a competitor; Inferred = derived from corroborating signals. Confidence reflects evidence strength.

Lpl Financial Holdings Inc's Business Segment Mix vs Peers

Revenue by operating segment or division, as named and reported by each company. Segment names are the filer's own and are not standardized across companies. Do not assume a same-named or similarly-named segment is defined identically between two companies. Shares are of each company's own total revenue and are not required to sum to 100% (intersegment revenue, unallocated items).
Company Largest Segment 2nd Segment 3rd Segment
Prudential Financial Inc Total Reconciling Items 1.88 % Corporate Segment and Other Operating -0.28 % -
Principal Financial Group inc Segment Retirement and Income Solutions 46.80 % Subsegment Specialty Benefits 22.66 % Subsegment Investment Management 12.73 %
Webster Financial Corporation Commercial Banking 48.55 % Community Banking 31.71 % Healthcare Financial Services 17.85 %
Stifel Financial Corp Global Wealth Management 36.46 % Institutional Group 24.20 % -
Stonex Group Inc Commercial 97.75 % Institutional 1.90 % Self-Directed/Retail 0.23 %

Source: operating segment revenue as reported in each company's SEC filings (10-K/10-Q), via the CSIMarket API, leaf-level reportable segments only (parent roll-up segments are excluded where sub-segments are separately disclosed).

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Lpl Financial Holdings Inc's Productivity vs Peers Comparison

Revenue and income per employee, trailing 12 months, in $; market cap in millions of $
CompanyMarket CapRevenue / EmployeeIncome / Employee
Lpl Financial Holdings Inc 25,024 1,960,950 100,687
Bank Of America Corporation 404,609 568,535 158,005
The Goldman Sachs Group Inc 279,374 1,102,511 442,468
Wells Fargo and Company 248,474 351,213 95,100
The Bank Of New York Mellon Corporation 101,494 446,146 132,250
Us Bancorp De 91,403 398,357 117,029
PEERS TOTAL 1,438,452 790,385 144,766
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Lpl Financial Holdings Inc's Geographic Revenue Exposure vs Peers

Revenue by country/region as reported in each company's most recent filing. Disclosure granularity varies by filer (some report by country, others by broad region) and is shown as disclosed.
Company Largest Market 2nd Market 3rd Market
Franklin Resources Inc United States 72.53 % Luxembourg 16.77 % Asia Pacific 4.38 %
Invesco Ltd Americas 75.98 % EMEA 19.86 % Asia Pacific 4.16 %
Stifel Financial Corp Americas 55.21 % - -
Stonex Group Inc Middle East and Asia 90.47 % United States 6.01 % Europe 3.10 %
Virtu Financial inc United States 78.79 % Ireland 10.97 % Other Countries 10.24 %

Source: revenue geography as reported in each company's SEC filings (10-K/10-Q), via the CSIMarket API. Percentages are of that company's own total consolidated revenue for its most recent reported period.

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Lpl Financial Holdings Inc's Position in Industry Market Structure

Market-capitalization share and concentration across all 88 companies in Lpl Financial Holdings Inc's industry classification, broader than the peer set above. Market cap in millions of $.

Lpl Financial Holdings Inc ranks #20 of 88 companies by market capitalization in its industry, holding 1.10 % of total industry market cap. The industry's Herfindahl-Hirschman Index (HHI) is 606, indicating a unconcentrated market structure (U.S. antitrust guidance: below 1,500 unconcentrated, 1,500 to 2,500 moderately concentrated, above 2,500 highly concentrated).

Rank Company Market Cap Industry Share
1 Morgan Stanley 303,821 13.32 %
2 The Goldman Sachs Group Inc 279,374 12.24 %
3 Blackrock Inc 176,379 7.73 %
4 Schwab Charles Corp 170,944 7.49 %
5 Futu Holdings Ltd 1,234 5.2%
6 Robinhood Markets Inc 1,234 5.2%
7 Cme Group Inc 1,234 5.2%
8 Blackstone Inc 1,234 5.2%
9 Kkr and co inc 1,234 5.2%
10 Intercontinental Exchange Inc 1,234 5.2%
20 Lpl Financial Holdings Inc 25,024 1.10 %
Full Industry Market Structure

Market cap and industry share for the rest of Lpl Financial Holdings Inc's industry peers requires a Commercial License.

Source: CSIMarket API (daily market-structure computation) across CSIMarket's industry classification, market capitalization as of 2026-09-28.

Lpl Financial Holdings Inc's Same-Size Peers & Stock Performance

Peers chosen by closeness in market-cap rank within the same industry classification (not the named-competitor list above). Trailing 12-month total return, 3-month price momentum, beta and Sharpe ratio vs the broad U.S. market.
Rank Company Market Cap TTM Return 3M Momentum Beta Sharpe (1Y)
15 Interactive Brokers Group Inc 39,194 35.93 % -3.62 % 1.49 0.84
16 Raymond James Financial Inc 31,781 -7.51 % -2.26 % 0.94 -0.29
17 Nomura Holdings Inc 30,750 36.09 % 11.75 % 1.12 1.02
18 Cboe Global Markets Inc 26,567 5.56 % 3.44 % -0.24 0.13
19 Ares Management Corporation 1,234 12.3% 4.5% 1.10 0.80
20 Lpl Financial Holdings Inc 25,024 -7.24 % 5.75 % 1.01 -0.13
21 Price T Rowe Group Inc 1,234 12.3% 4.5% 1.10 0.80
22 Tradeweb Markets Inc 1,234 12.3% 4.5% 1.10 0.80
23 Franklin Resources Inc 1,234 12.3% 4.5% 1.10 0.80
24 Tpg Inc 1,234 12.3% 4.5% 1.10 0.80
25 Carlyle Group Inc 1,234 12.3% 4.5% 1.10 0.80
Full Same-Size Peer Performance

Market cap, return, momentum, beta and Sharpe ratio for the rest of Lpl Financial Holdings Inc's same-size peers requires a Commercial License.

Source: CSIMarket API (daily market-structure computation); returns and risk metrics as of 2026-09-28. Beta and Sharpe ratio are versus the broad U.S. equity market, not this industry.

Lpl Financial Holdings Inc's Profitability & Cost Structure

Trailing 12-month margins from SEC-filed financials. Operating margin is compared to the Investment Services industry median; gross margin, EBITDA margin and capital intensity are compared to the live industry average (78 companies).
Metric Company Industry Difference
Gross Margin - 61.67 % (avg) -
Operating Margin - industry median -
EBITDA Margin 12.21 % 19.52 % (avg) -7.3 pp
Capital Intensity (Capex / Revenue) 3.46 % 2.93 % (avg) +0.5 pp

Source: CSIMarket API, trailing 12 months. SG&A and R&D as a share of revenue have limited coverage as this data is backfilled and appear only where reported. Higher capital intensity is not inherently negative; it reflects the industry's asset requirements.

Lpl Financial Holdings Inc's Valuation vs Competitive Position

Valuation multiples vs the Investment Services industry average (78 companies, excluding loss-making/negative-equity outliers), alongside returns on capital for context on whether a premium or discount lines up with measurably stronger or weaker returns.
Metric Company Industry Average Difference
P/E 24.0x 23.9x +0.1x
EV / EBITDA 12.7x 12.8x -0.1x
P/B 4.4x 3.0x +1.4x
Return on Equity 18.45 % industry aggregate 2.61 %
Return on Invested Capital - 8.46 % (avg) -

Source: CSIMarket API, trailing 12 months. A valuation premium or discount is not, by itself, a judgment of over- or under-valuation. Compare it against the return and growth context shown elsewhere on this page.

Lpl Financial Holdings Inc's Multi-Year Financial Trajectory

Fiscal-year revenue growth, operating margin, return on invested capital and P/E, as reported in SEC filings.
Metric 20162017201820192020202320242025
Revenue Growth -5.28 %5.73 %21.18 %8.41 %4.39 %39.47 %23.20 %37.18 %
Operating Margin 32.35 %-65.19 %-113.82 %37.70 %36.27 %42.67 %39.71 %37.65 %
Return on Invested Capital 83.01 %-65.71 %-131.73 %44.71 %43.06 %43.89 %33.76 %32.85 %
P/E 17.5x21.3x13.0x14.0x17.2x16.0x23.4x33.1x

Source: CSIMarket API, fiscal-year figures. P/E is this company's own historical ratio at each fiscal year end and can swing sharply around an earnings trough: that is real, not a data error.

Lpl Financial Holdings Inc's BCG Growth-Share Matrix

Relative market share (vs Lpl Financial Holdings Inc's largest competitor by market cap) against industry revenue growth, using the standard textbook thresholds (1.0x share, 10% growth) a common framework, not a precision instrument.

Question Mark Star Dog Cash Cow Relative Market Share (vs largest competitor) Industry Revenue Growth (%) Lpl Financial Holdings Inc

Lpl Financial Holdings Inc falls in the Dog quadrant: relative market share of 0.08x vs its largest competitor, in an industry growing revenue 9.2% (median, trailing 12 months).

Source: CSIMarket API (market-cap share and industry revenue growth). The 10% growth and 1.0x share lines are standard textbook thresholds, not derived from this industry's own distribution.

Lpl Financial Holdings Inc's Competitive Forces (Porter's Five Forces)

Only the forces this data can support honestly are shown; the other three are marked as such rather than guessed.
Force Assessment Basis
Competitive Rivalry High Industry HHI of 606 (see Industry Market Structure & Concentration above)
Barriers to Entry High (capital intensive) Capital intensity (capex / revenue) of 3.46 % vs industry average 2.93 % (see Profitability & Cost Structure above)
Supplier Power Not covered on this page See Lpl Financial Holdings Inc's dedicated suppliers page for concentration and dependency data
Buyer Power Not covered on this page See Lpl Financial Holdings Inc's dedicated customers page for concentration and dependency data
Threat of Substitutes - No systematic data source for cross-product substitution exists in this system; not estimated

Note: this is a partial, data-grounded application of the framework, not a complete strategic assessment. Rivalry and barriers-to-entry readings are mechanical translations of the HHI and capital-intensity figures shown elsewhere on this page, not independent judgments.

Lpl Financial Holdings Inc's Industry Attractiveness & Competitive Strength

A CSIMarket composite, not a standard field: each axis is an equal-weighted average of three factors already shown elsewhere on this page (industry growth, industry profitability and rivalry for attractiveness; relative market share, profitability and growth vs industry for strength). Disclosed as a designed methodology, not a precision measurement.

High Strength
Medium Strength
Low Strength
High Attractiveness
Invest / Grow
Invest / Grow
Selective
Medium Attractiveness
Invest / Grow
Selective
Harvest Lpl Financial Holdings Inc
Low Attractiveness
Selective
Harvest
Harvest / Divest

Lpl Financial Holdings Inc falls in the Medium attractiveness / Low strength cell: Harvest.

Source: CSIMarket API, trailing 12 months. Each axis score is a simple 1(low)/2(medium)/3(high) average across its three inputs -- a transparent, disclosed simplification, not a validated academic scoring model.

Lpl Financial Holdings Inc's SWOT

Every point below is a fixed rule applied to a metric already shown elsewhere on this page (Market Structure, Profitability, Valuation, Run-Rate, Stock Performance, Quality Breadth) not an independent strategic assessment. A blank quadrant means no rule was met, not that none apply.

Strengths

  • Latest-quarter revenue run-rate is accelerating (+5.8% annualized vs trailing 12 months).

Weaknesses

  • Underperforming the U.S.A. 500 over the trailing 12 months.
  • Low relative market share vs the industry leader (0.08x).
  • Piotroski F-Score of 2 or below, the standard financial-distress signal.

Opportunities

No rule matched.

Threats

  • Tracked peer group's revenue run-rate is broadly decelerating (-2.0% annualized).
  • High capital intensity requires continuous reinvestment just to keep pace with the industry.

Methodology: mechanical, rule-based SWOT. Each bullet reuses a figure already sourced and cited elsewhere on this page; nothing here is generated narrative or independent analyst judgment.

Lpl Financial Holdings Inc's Financial Strength vs Peers Comparison

Quick ratio, working capital, debt to equity and asset turnover, trailing 12 months
CompanyQuick RatioWorking CapitalDebt / EquityAsset Turnover
Lpl Financial Holdings Inc 0.43 1.00 1.36 1.04
Bank Of America Corporation 0.09 0.52 1.25 0.04
The Goldman Sachs Group Inc 0.50 0.79 3.11 0.03
Wells Fargo and Company 0.11 0.80 1.41 0.04
The Bank Of New York Mellon Corporation 0.04 0.41 0.88 0.04
Us Bancorp De 0.11 0.10 1.26 0.04
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Quick ratio = cash / current liabilities; working capital ratio = current assets / current liabilities; asset turnover = revenue / total assets. Peers in the Blank Checks industry are excluded.

Lpl Financial Holdings Inc's Revenue and Income Growth vs Peers

Quarterly revenue and net income growth, year over year and quarter over quarter
CompanyPeriodRevenue Y/YRevenue Q/QIncome Y/YIncome Q/Q
Lpl Financial Holdings Inc Q2 2026+35.2 %+5.0 %+38.8 %+6.4 %
Bank Of America CorporationQ2 2026+15.0 %+4.2 %+27.5 %+5.7 %
The Goldman Sachs Group Inc Q2 2026-65.3 %-70.9 %+78.0 %+17.7 %
Wells Fargo and CompanyQ2 2026+14.2 %+11.4 %+21.6 %+27.4 %
The Bank Of New York Mellon CorporationQ2 2026+13.1 %+5.4 %+24.9 %+9.9 %
Us Bancorp DeQ2 2026+19.1 %+15.4 %+19.9 %+11.9 %
PEERS TOTAL+7.7 %-7.1 %+36.8 %+21.2 %
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Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.

Lpl Financial Holdings Inc's Peers' Costs of Sales and Capital Expenditures

Context for revenue growth: peer costs and capex, year over year and quarter over quarter
CompanyPeriodCosts Y/YCosts Q/QCapex Y/YCapex Q/Q
Lpl Financial Holdings Inc Q2 2026--+45.6 %+20.3 %
Bank Of America CorporationQ2 2026----
The Goldman Sachs Group Inc Q2 2026-73.4 %-67.6 %+5.5 %-11.2 %
Wells Fargo and CompanyQ2 2026-16.2 %-18.9 %--
The Bank Of New York Mellon CorporationQ2 2026--+35.7 %-21.1 %
Us Bancorp DeQ2 2026+7.4 %-6.6 %--
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Lpl Financial Holdings Inc's Returns and Turnover vs Peers

ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover
CompanyROAROIROEReceivables TurnoverInventory Turnover
Lpl Financial Holdings Inc 5.36%6.24%18.45%52.62-
Bank Of America Corporation0.97%2.76%11.13%--
The Goldman Sachs Group Inc 1.07%1.86%16.95%0.91-
Wells Fargo and Company1.05%2.94%12.48%6.14-
The Bank Of New York Mellon Corporation1.26%3.40%14.15%8.07-
Us Bancorp De1.16%2.84%12.43%--
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ROA = net income / total assets; ROI = net income / investments; ROE = net income / equity; turnover ratios use trailing 12 month revenue (receivables) and cost of sales (inventory).

Lpl Financial Holdings Inc's Valuation vs Peers

P/E, price to sales, PEG, price to cash flow and price to book
CompanyP/EPrice / SalesPEGP/CFPrice / Book
Lpl Financial Holdings Inc 24.821.28--4.35
Bank Of America Corporation12.783.340.42-1.34
The Goldman Sachs Group Inc 14.195.350.288.152.28
Wells Fargo and Company11.822.960.4929.841.36
The Bank Of New York Mellon Corporation17.134.740.4333.062.24
Us Bancorp De11.733.280.4910.531.35
PEERS AVERAGE12.022.16110.461.47
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P/E = price / diluted EPS (trailing 12 months); PEG = P/E divided by EPS growth; the average row divides the peers' combined market cap by their combined income, sales, cash flow and equity.