LPL Financial vs Raymond James Financial
LPLA and RJF side by side. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How LPLA and RJF compare
Raymond James Financial is the larger company, worth 1.4 times as much as LPL Financial ($30.2B against $22.3B).
On earnings, Raymond James Financial is cheaper: it trades at 13.7× trailing earnings, against 16.3× for LPL Financial.
LPL Financial grew revenue faster over the last twelve months (31.0% versus 8.0% for Raymond James Financial).
Raymond James Financial keeps more of each dollar of sales as profit, with a net margin of 13.6% compared with 6.8% at LPL Financial.
Both pay dividends: LPL Financial yields 0.42% and Raymond James Financial 1.4%.
LPL Financial scores higher on the StockData Score (17 against 16 for Raymond James Financial), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | LPLA | RJF |
|---|---|---|
| Size and price | ||
| Market cap | $22.3B | $30.2B |
| Share price | $283.74 | $157.22 |
| Change, 1 year | −17.4% | −0.65% |
| Change, 5 years | 68.7% | 57.2% |
| Beta (5Y) | 0.90 | 1.09 |
| Employees | 10K | 20K |
| StockData Score | ||
| Total score | 17 (better) | 16 |
| Valuation score | 6 (better) | 4 |
| Growth score | 3 (better) | 2 |
| Performance score | 4 | 4 |
| Health score | 0 | 4 (better) |
| Dividend score | 4 (better) | 2 |
| Valuation | ||
| P/E | 16.3× | 13.7× (better) |
| P/S | 1.1× (better) | 1.8× |
| P/B | 3.8× | 2.4× (better) |
| EV/EBITDA | 7.7× | – |
| P/FCF | 22.2× | 21.0× (better) |
| PEG | 9.93 | 0.99 (better) |
| FCF yield | 4.5% | 4.8% (better) |
| Fair value | $474.17 | $177.00 |
| Margin of safety | 40.2% (better) | 11.2% |
| Growth | ||
| Revenue growth (TTM) | 31.0% (better) | 8.0% |
| Revenue growth, 5Y average | 23.7% (better) | 14.3% |
| Net income growth (TTM) | 67.2% (better) | 8.1% |
| EPS growth (TTM) | 60.5% (better) | 12.5% |
| EPS growth, 5Y average | 13.3% | 21.6% (better) |
| Profitability | ||
| Net margin | 6.8% | 13.6% (better) |
| FCF margin | 4.9% | 8.5% (better) |
| Return on equity | 25.7% (better) | 18.5% |
| Financial health | ||
| Debt / equity | – | 0.00 |
| Altman Z-score | 2.46 (better) | 0.63 |
| Piotroski F-score | 3 | 6 (better) |
| Dividends and buybacks | ||
| Dividend yield | 0.42% | 1.4% (better) |
| Payout ratio | 6.9% | – |
| Years of dividend growth | 0 | 15 (better) |
| Dividend growth, 5Y average | 3.7% | 15.0% (better) |
| Buyback yield | 2.7% | – |
| Shareholder yield | 3.2% (better) | 1.4% |
| Ownership | ||
| Held by institutions | 106% | 78.9% |
| Held by insiders | 0.54% | 17.6% |
| Insider net buying, 12 months | −$7.7M (better) | −$30.4M |
| Superinvestors holding | 2 (better) | 1 |
| Short interest, % of float | 2.5% | 4.1% |
Go deeper
- LPLA stock overview
- LPLA income statement
- LPLA valuation and score
- RJF stock overview
- RJF income statement
- RJF valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.