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LPL Financial Holdings vs The Charles Schwab: Which Stock Looks Stronger in 2026?

The Charles Schwab holds the cleaner structural position, with the lead spread across profitability and growth. LPL Financial does not offset that deficit through any equally strong structural edge elsewhere. The market setup broadly confirms the structural lead — The Charles Schwab holds the more constructive position. That puts structure and market broadly in agreement — The Charles Schwab's lead looks more confirmed than conflicted.

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

Updated 2026-04-05

Most of the lead runs through profitability, while growth helps make the separation broader. The Charles Schwab Corporation leads by 41 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. LPLA and SCHW share the same industry classification.

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

Peer-Relative Score
LPLA
LPL Financial Holdings Inc.
41
Peer-Score
Signal qualityMedium
vs
SCHW
The Charles Schwab Corporation
82
Peer-Score
Signal qualityMedium

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

Score differences across key dimensions.

Dimension spread: LPLA vs SCHW Profitability 0 100 Stability 56 57 Valuation 61 68 Growth 56 100 LPLA SCHW
Gap Ranking
#1 Profitability +100
#2 Growth +44
#3 Valuation +7
#4 Stability +1
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

Price setup map for LPLA and SCHW Stronger + cheaper Stronger + richer Weaker + cheaper Weaker + richer LPLASCHW Relative valuation Structural strength

The Charles Schwab Corporation looks stronger both structurally and on relative valuation.

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

Relative Position vs Comparable Companies
Profitability
On profitability, The Charles Schwab Corporation ranks near the top of the group; LPL Financial Holdings Inc. sits in the weaker half.
Growth
On growth, the same pattern holds: both are strong, but The Charles Schwab Corporation still leads clearly.
Profitability — Dominant Gap
LPLA
0
SCHW
100
Gap+100in favour of SCHW

The profitability lead is mainly driven by a 40-point operating margin advantage.

What else supports the lead

Earnings growth is one contributing factor within the growth lead.

What this means for the comparison

The lead is built on both profitability and growth, making it broader than a single-dimension result.

Explore full peer positioning in AssetNext

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

Explore full breakdown →
Similar profitability-driven comparisons

Explore how LPLA and SCHW 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.