LPLA vs SCHW
LPL Financial Holdings Inc. and Schwab Charles Corp., side by side — 10 fiscal years reported in USD, drawn from SEC filings.
At a glance
Most recent reported year
| Metric | LPLA | SCHW |
|---|---|---|
| Revenue | $17.0B | $23.9B |
| Net income | $863.0M | $8.9B |
| Gross margin | — | — |
| Net margin | 5.1% | 37.0% |
| Return on equity | 20.9% | 18.1% |
| Diluted EPS | $10.92 | $4.65 |
| Dividend / share | $1.20 | $1.08 |
| Payout ratio | 10.9% | 26.3% |
| Free cash flow | $-981.8M | $8.8B |
| Equity | $5.3B | $49.4B |
| Net debt / equity | 1.16× | −0.34× |
| Current ratio | — | — |
| Revenue CAGR 5y | 23.7% | 15.4% |
| Profit CAGR 5y | 12.8% | 21.8% |
SCHW bills 1.4× the revenue of LPLA, and keeps more of each dollar of revenue as profit (37.0% against 5.1%).
The stronger figure of the pair is set in bold. That is arithmetic, not a recommendation — this page does not pick a winner.
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Revenue by year
10 years side by side
| Fiscal year | LPLA | SCHW |
|---|---|---|
| FY2025 | $17.0B | $23.9B |
| FY2024 | $12.4B | $19.6B |
| FY2023 | $10.1B | $18.8B |
| FY2022 | $8.6B | $20.8B |
| FY2021 | $7.7B | $18.5B |
| FY2020 | $5.9B | $11.7B |
| FY2019 | $5.6B | $10.7B |
| FY2018 | $5.2B | $10.1B |
| FY2017 | $4.3B | $8.6B |
| FY2016 | $4.0B | $7.5B |
Net income by year
Bottom line
| Fiscal year | LPLA | SCHW |
|---|---|---|
| FY2025 | $863.0M | $8.9B |
| FY2024 | $1.1B | $5.9B |
| FY2023 | $1.1B | $5.1B |
| FY2022 | $845.7M | $7.2B |
| FY2021 | $459.9M | $5.9B |
| FY2020 | $472.6M | $3.3B |
| FY2019 | $559.9M | $3.7B |
| FY2018 | $439.5M | $3.5B |
| FY2017 | $238.9M | $2.4B |
| FY2016 | $191.9M | $1.9B |
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