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Interactive Brokers Group vs LPL Financial Holdings: Which Stock Looks Stronger in 2026?

Interactive Brokers leads structurally, with profitability as the clearest single gap between the two profiles. LPL Financial does not offset that deficit through any equally strong structural edge elsewhere. On the market side, Interactive Brokers is in better shape — its trend is intact while LPL Financial's trend has broken down. That puts structure and market broadly in agreement — Interactive Brokers's lead looks more confirmed than conflicted.

The comparison is based on similar long-term financial trajectories, not sector labels.

Updated 2026-04-05

Profitability still does most of the heavy lifting in this comparison. Interactive Brokers Group, Inc. leads by 28 points on the overall comparison score.

INDUSTRY COMPARISON

Both operate in: Capital Markets

This comparison is based on industry proximity, not on functional trajectory similarity. IBKR and LPLA share the same industry classification.

For a similarity-based comparison, see how Interactive Brokers and LPL Financial each position within their functional peer groups in AssetNext.

Peer-Relative Score
IBKR
Interactive Brokers Group, Inc.
69
Peer-Score
Signal qualityMedium
vs
LPLA
LPL Financial Holdings Inc.
41
Peer-Score
Signal qualityMedium

Scores reflect position relative to comparable companies with similar long-term financial trajectories.

The largest gaps do not all point in the same direction.

Dimension spread: IBKR vs LPLA Profitability 100 0 Stability 58 56 Valuation 57 61 Growth 53 56 IBKR LPLA
Gap Ranking
#1 Profitability +100
#2 Valuation +4
#3 Growth +3
#4 Stability +2
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

Price setup map for IBKR and LPLA Stronger + cheaper Stronger + richer Weaker + cheaper Weaker + richer IBKRLPLA Relative valuation Structural strength

Neither company combines the stronger profile with the cheaper valuation.

Valuation position uses peer-relative PE percentile (idx_pct_pe) where available.

Relative Position vs Comparable Companies
Profitability
On profitability, Interactive Brokers Group, Inc. ranks near the top of the group; LPL Financial Holdings Inc. sits in the weaker half.
Profitability — Dominant Gap
IBKR
100
LPLA
0
Gap+100in favour of IBKR

The profitability lead is mainly driven by a 69-point operating margin advantage.

What else supports the lead

Market confirmation also leans toward Interactive Brokers Group, Inc., which makes the lead look better backed by actual market behaviour.

What this means for the comparison

The main edge on profitability is clear, but the broader result still comes with a real counterweight.

Explore full peer positioning in AssetNext

Break down the IBKR vs LPLA comparison across all dimensions with the full interactive tool.

Explore full breakdown →
Similar profitability-driven comparisons

Explore how IBKR and LPLA each compare against other companies in their peer groups.

Rule-based, descriptive analysis only. Derived from peer percentile dimensions. Not investment advice. Peer groups are determined algorithmically based on structural similarity — not by sector classification alone.

How AssetNext Peer Scores Work

AssetNext scores reflect each company's structural position within its functional peer group — not a ranking against all stocks simultaneously. Peers are identified by similarity across eight financial dimensions, including revenue growth trajectory, margin structure, capital intensity, and earnings stability. A score of 75 means the company ranks in the top quartile within its own peer group, not the entire market.

Four dimension scores drive the overall peer score: Growth (revenue trajectory and expansion dynamics), Quality (margin structure and capital efficiency), Valuation (peer-relative pricing on standard multiples), and Stability (earnings consistency and financial predictability). Each dimension is scored 0–100 relative to the peer group, then combined into an overall peer score using equal weighting.

Scores are recalculated periodically as underlying financial data is updated. All analysis is descriptive and rule-based — AssetNext describes structural realities and never issues buy, sell or hold recommendations.