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LPLA vs SCHW
Which Stock Would AI Choose? LPL Financial Holdings Inc. (LPLA) vs. The Charles Schwab Corporation (SCHW) Stock Comparison
Key Takeaways
- LPLA and SCHW operate in the wealth management and brokerage sector, with SCHW offering broader banking and trading services alongside advisory.
- Recent market activity shows SCHW posting an approximate 8.8% share price increase over the past month amid positive analyst sentiment ahead of its Q2 2026 earnings.
- LPLA focuses primarily on independent registered investment advisors (RIAs), providing technology and support platforms that differentiate its business model from integrated brokerages.
- Both companies benefit from sector tailwinds in asset gathering and fee-based revenue, though SCHW exhibits larger scale with a market capitalization exceeding $176 billion.
- Market positioning contrasts highlight SCHW’s retail and institutional reach versus LPLA’s emphasis on advisor independence and flexibility.
- Relative performance in recent weeks reflects broader financial sector stability, with earnings catalysts influencing sentiment for both tickers.
Introduction
Investors and traders evaluating opportunities in the financial services sector often compare LPLA and SCHW due to their overlapping exposure to wealth management and brokerage activities. This comparison appeals to those seeking insights into relative performance, business model differences, and market positioning within a consolidating industry. Market participants monitoring asset flows, fee revenue trends, and competitive dynamics in advisory services may find the analysis relevant for portfolio allocation decisions. The review emphasizes observable factors such as recent price behavior and sector influences without forecasting future outcomes.
LPLA Overview and Recent Performance
LPL Financial Holdings Inc. (LPLA) provides an integrated platform of technology, brokerage, and investment advisory services primarily to independent financial advisors and registered investment advisors (RIAs). The company supports advisor practices through clearing, custody, and research capabilities. In recent weeks, LPLA stock has reflected steady sector sentiment driven by ongoing advisor recruitment and asset gathering trends. Broader market activity in financial services, including interest rate expectations and client asset inflows, has contributed to performance stability. Sentiment remains tied to the firm’s ability to maintain competitive technology offerings amid industry consolidation.
SCHW Overview and Recent Performance
The Charles Schwab Corporation (SCHW) operates as a diversified financial services company offering brokerage, banking, retirement, and investment advisory services to retail and institutional clients. With a market capitalization of approximately $176.6 billion, the firm maintains significant scale. Recent market activity includes an approximate 8.8% share price increase over the past month, supported by analyst expectations for strong Q2 2026 results, including projected earnings per share (EPS) growth. Upcoming earnings on July 21, 2026, and emphasis on client referrals have influenced positive positioning. Broader trading activity indices and mid-year market outlooks from the firm have also shaped investor focus in recent weeks.
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Head-to-Head Comparison
LPLA and SCHW differ in business models, with LPLA centered on supporting independent advisors through flexible platforms while SCHW integrates brokerage, banking, and proprietary advisory offerings at larger scale. Growth drivers for LPLA emphasize advisor acquisition and technology enhancements, whereas SCHW benefits from retail client acquisition, net interest income (NII), and trading volumes. Recent momentum favors SCHW due to visible earnings catalysts and share price appreciation in the past month. Risk factors include interest rate sensitivity for both, though SCHW faces greater exposure to deposit costs and regulatory scrutiny given its size. Sector exposure remains aligned in wealth management, yet market sentiment appears more constructive toward SCHW amid analyst upgrades and anticipated results.
Tickeron AI Verdict
Based on observable factors including trend consistency, earnings visibility, and relative market positioning in recent activity, Tickeron’s AI would currently assign a higher probabilistic preference to SCHW over LPLA. The assessment considers SCHW’s scale, upcoming earnings catalyst, and documented share price gains alongside sector stability. This view remains probabilistic and subject to evolving data rather than a definitive recommendation.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is LPLA is a Hold and SCHW is a Hold.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
LPLA’s FA Score shows that 0 FA rating(s) are green whileSCHW’s FA Score has 1 green FA rating(s).
- LPLA’s FA Score: 0 green, 5 red.
- SCHW’s FA Score: 1 green, 4 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
LPLA’s TA Score shows that 7 TA indicator(s) are bullish while SCHW’s TA Score has 5 bullish TA indicator(s).
- LPLA’s TA Score: 7 bullish, 3 bearish.
- SCHW’s TA Score: 5 bullish, 4 bearish.
Price Growth
LPLA (@Investment Banks/Brokers) experienced а +2.48% price change this week, while SCHW (@Investment Banks/Brokers) price change was -1.51% for the same time period.
The average weekly price growth across all stocks in the @Investment Banks/Brokers industry was -0.45%. For the same industry, the average monthly price growth was -9.83%, and the average quarterly price growth was -18.90%.
Reported Earning Dates
LPLA is expected to report earnings on Jul 30, 2026.
SCHW is expected to report earnings on Jul 21, 2026.
Industries' Descriptions
@Investment Banks/Brokers (-0.45% weekly)These banks specialize in underwriting (helping companies with debt financing or equity issuances), IPOs, facilitating mergers and other corporate reorganizations and acting as a broker or financial advisor for institutions. They might also trade securities on their own accounts. Investment banks potentially thrive on expanding its network of clients, since that could help them increase profits. Goldman Sachs, Morgan Stanley and CME Group Inc are some of the largest investment banking companies.
| LPLA | SCHW | LPLA / SCHW | |
| Capitalization | 26B | 177B | 15% |
| EBITDA | 2.3B | N/A | - |
| Gain YTD | -8.851 | 2.361 | -375% |
| P/E Ratio | 29.24 | 20.19 | 145% |
| Revenue | 18.3B | 24.8B | 74% |
| Total Cash | 1.11B | N/A | - |
| Total Debt | 7.41B | 33.1B | 22% |
LPLA | SCHW | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 50 | 50 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 81 Overvalued | 84 Overvalued | |
PROFIT vs RISK RATING 1..100 | 35 | 56 | |
SMR RATING 1..100 | 45 | 7 | |
PRICE GROWTH RATING 1..100 | 57 | 48 | |
P/E GROWTH RATING 1..100 | 37 | 80 | |
SEASONALITY SCORE 1..100 | 50 | 50 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
LPLA's Valuation (81) in the Investment Banks Or Brokers industry is in the same range as SCHW (84). This means that LPLA’s stock grew similarly to SCHW’s over the last 12 months.
LPLA's Profit vs Risk Rating (35) in the Investment Banks Or Brokers industry is in the same range as SCHW (56). This means that LPLA’s stock grew similarly to SCHW’s over the last 12 months.
SCHW's SMR Rating (7) in the Investment Banks Or Brokers industry is somewhat better than the same rating for LPLA (45). This means that SCHW’s stock grew somewhat faster than LPLA’s over the last 12 months.
SCHW's Price Growth Rating (48) in the Investment Banks Or Brokers industry is in the same range as LPLA (57). This means that SCHW’s stock grew similarly to LPLA’s over the last 12 months.
LPLA's P/E Growth Rating (37) in the Investment Banks Or Brokers industry is somewhat better than the same rating for SCHW (80). This means that LPLA’s stock grew somewhat faster than SCHW’s over the last 12 months.
| LPLA | SCHW | |
|---|---|---|
| RSI ODDS (%) | 4 days ago 44% | 4 days ago 42% |
| Stochastic ODDS (%) | 4 days ago 63% | 4 days ago 46% |
| Momentum ODDS (%) | 4 days ago 77% | 4 days ago 64% |
| MACD ODDS (%) | 4 days ago 70% | N/A |
| TrendWeek ODDS (%) | 4 days ago 69% | 4 days ago 60% |
| TrendMonth ODDS (%) | 4 days ago 68% | 4 days ago 61% |
| Advances ODDS (%) | 5 days ago 67% | 5 days ago 57% |
| Declines ODDS (%) | 25 days ago 62% | 7 days ago 59% |
| BollingerBands ODDS (%) | 4 days ago 65% | 4 days ago 45% |
| Aroon ODDS (%) | 4 days ago 70% | 4 days ago 55% |
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LPLA and
Correlation & Price change
A.I.dvisor indicates that over the last year, LPLA has been closely correlated with RJF. These tickers have moved in lockstep 71% of the time. This A.I.-generated data suggests there is a high statistical probability that if LPLA jumps, then RJF could also see price increases.
| Ticker / NAME | Correlation To LPLA | 1D Price Change % | ||
|---|---|---|---|---|
| LPLA | 100% | -1.77% | ||
| RJF - LPLA | 71% Closely correlated | -0.79% | ||
| SCHW - LPLA | 69% Closely correlated | -1.21% | ||
| SF - LPLA | 61% Loosely correlated | -1.94% | ||
| NDAQ - LPLA | 55% Loosely correlated | -2.77% | ||
| MORN - LPLA | 52% Loosely correlated | -0.82% | ||
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SCHW and
Correlation & Price change
A.I.dvisor indicates that over the last year, SCHW has been closely correlated with RJF. These tickers have moved in lockstep 72% of the time. This A.I.-generated data suggests there is a high statistical probability that if SCHW jumps, then RJF could also see price increases.
| Ticker / NAME | Correlation To SCHW | 1D Price Change % | ||
|---|---|---|---|---|
| SCHW | 100% | -1.21% | ||
| RJF - SCHW | 72% Closely correlated | -0.79% | ||
| LPLA - SCHW | 69% Closely correlated | -1.77% | ||
| NDAQ - SCHW | 62% Loosely correlated | -2.77% | ||
| MORN - SCHW | 57% Loosely correlated | -0.82% | ||
| SPGI - SCHW | 56% Loosely correlated | -1.43% | ||
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