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LPLA or RJF or SCHW
Which Stock Would AI Choose? LPL Financial Holdings Inc. (LPLA) vs. Raymond James Financial, Inc. (RJF) vs. The Charles Schwab Corporation (SCHW) Stock Comparison
Key Takeaways
- LPLA, RJF, and SCHW represent leading players in the U.S. wealth management and brokerage sector, with varying business models centered on advisor networks and client assets.
- Recent market activity shows mixed price behavior across the group, influenced by broader equity market trends and sector-specific earnings expectations in the financial services space.
- RJF has drawn analyst attention for anticipated earnings growth and client asset expansion in recent weeks.
- SCHW faces upcoming quarterly results with expectations of revenue and earnings increases amid ongoing client acquisition efforts.
- LPLA continues to emphasize advisor platform growth and record earnings metrics reported earlier in the year.
- Relative performance reflects differences in scale, revenue diversification, and sensitivity to interest rate environments and market volatility.
Introduction
Investors and traders often compare LPLA, RJF, and SCHW due to their prominent positions in wealth management and brokerage services. These stocks appeal to those seeking exposure to the financial sector's growth in assets under administration and advisor productivity. The comparison highlights differences in business scale, client acquisition strategies, and responses to recent market conditions, providing insights for portfolio positioning in diversified financial services.
LPLA Overview and Recent Performance
LPLA operates as a leading independent broker-dealer platform serving financial advisors across the United States. The company supports advisor independence through technology, compliance, and product offerings. In recent weeks, LPLA stock has shown modest price movements amid sector volatility, building on earlier quarterly results that included net income growth and record adjusted earnings per share. Sentiment has been supported by ongoing expansion in client assets and advisor recruitment, though broader market conditions have influenced trading ranges.
RJF Overview and Recent Performance
RJF provides diversified financial services including brokerage, investment banking, and asset management through its advisor network. Recent market activity has featured analyst upgrades and raised price targets ahead of the company's Q3 2026 earnings release, with expectations for year-over-year EPS growth around 33%. Client assets under administration reached record levels in prior months, contributing to positive positioning, while the stock has traded near the upper end of its recent range with some daily fluctuations.
SCHW Overview and Recent Performance
SCHW delivers brokerage, banking, and wealth management services to retail and institutional clients on a large scale. In recent weeks, the stock has experienced modest declines amid general market movements, with attention focused on the upcoming Q2 2026 earnings report expected to show revenue and EPS growth. The firm continues to prioritize client referrals and hiring initiatives, supporting asset gathering amid a competitive environment.
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Head-to-Head Comparison
The three firms differ in scale and focus: SCHW operates the largest platform with significant banking integration, RJF balances wealth management with capital markets activities, and LPLA emphasizes flexibility for independent advisors. Growth drivers include client asset inflows for all, though RJF has highlighted recent record asset milestones. Recent momentum has favored names with stronger earnings previews, while risk factors encompass interest rate sensitivity and market-driven asset valuations. Valuation multiples reflect differences in profitability and growth trajectories, with sentiment varying based on upcoming earnings catalysts and sector rotation patterns.
Tickeron AI Verdict
Based on observable factors such as earnings growth consistency, client asset trends, and relative market positioning, Tickeron’s AI models currently assign a modestly higher probability of favorable near-term performance to RJF among the three, given recent analyst momentum and asset expansion data. Outcomes remain subject to broader market conditions and quarterly results.
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.
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 whileRJF’s FA Score has 2 green FA rating(s), and SCHW’s FA Score reflects 2 green FA rating(s).
- LPLA’s FA Score: 0 green, 5 red.
- RJF’s FA Score: 2 green, 3 red.
- SCHW’s FA Score: 2 green, 3 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 RJF’s TA Score has 6 bullish TA indicator(s), and SCHW’s TA Score reflects 4 bullish TA indicator(s).
- LPLA’s TA Score: 7 bullish, 3 bearish.
- RJF’s TA Score: 6 bullish, 4 bearish.
- SCHW’s TA Score: 4 bullish, 6 bearish.
Price Growth
LPLA (@Investment Banks/Brokers) experienced а +2.14% price change this week, while RJF (@Investment Managers) price change was +0.30% , and SCHW (@Investment Banks/Brokers) price fluctuated -1.13% for the same time period.
The average weekly price growth across all stocks in the @Investment Banks/Brokers industry was +2.23%. For the same industry, the average monthly price growth was -6.53%, and the average quarterly price growth was -16.17%.
The average weekly price growth across all stocks in the @Investment Managers industry was -0.59%. For the same industry, the average monthly price growth was -1.06%, and the average quarterly price growth was -10.73%.
Reported Earning Dates
LPLA is expected to report earnings on Jul 30, 2026.
RJF is expected to report earnings on Jul 22, 2026.
SCHW is expected to report earnings on Oct 15, 2026.
Industries' Descriptions
@Investment Banks/Brokers (+2.23% 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.
@Investment Managers (-0.59% weekly)Investment Managers manage financial assets and other investments of clients. Management includes designing a short- or long-term strategy for buying/holding and selling of portfolio holdings. It can also include tax services and other aspects of financial planning as well. While it is perceived that the industry is faced with growing competition from robo-advisors/digital platforms and passive/ index-tracking funds, many investors still find value in actively managed in-person services that investment management companies often emphasize on. At the same time, many wealth managers are also incorporating digital initiatives/low cost options in addition to their in-person customized services. Their main sources of revenues are fees as a percentage of assets under management, in addition to a certain portion of clients’ gains from asset appreciation. BlackRock, Inc., Blackstone Group Inc and Brookfield Asset Management are some of the major investment management companies.
| LPLA | RJF | SCHW | |
| Capitalization | 26.3B | 32.7B | 174B |
| EBITDA | 2.3B | N/A | N/A |
| Gain YTD | -7.917 | 5.692 | 0.748 |
| P/E Ratio | 29.55 | 15.86 | 19.87 |
| Revenue | 18.3B | 14.5B | 24.8B |
| Total Cash | 1.11B | 2.61B | N/A |
| Total Debt | 7.41B | 4.22B | 33.1B |
LPLA | RJF | SCHW | ||
|---|---|---|---|---|
OUTLOOK RATING 1..100 | 14 | 58 | 26 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 81 Overvalued | 72 Overvalued | 84 Overvalued | |
PROFIT vs RISK RATING 1..100 | 35 | 26 | 60 | |
SMR RATING 1..100 | 45 | 15 | 7 | |
PRICE GROWTH RATING 1..100 | 53 | 47 | 27 | |
P/E GROWTH RATING 1..100 | 36 | 46 | 75 | |
SEASONALITY SCORE 1..100 | 50 | 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.
RJF's Valuation (72) in the Investment Banks Or Brokers industry is in the same range as LPLA (81) and is in the same range as SCHW (84). This means that RJF's stock grew similarly to LPLA’s and similarly to SCHW’s over the last 12 months.
RJF's Profit vs Risk Rating (26) in the Investment Banks Or Brokers industry is in the same range as LPLA (35) and is somewhat better than the same rating for SCHW (60). This means that RJF's stock grew similarly to LPLA’s and somewhat faster than SCHW’s over the last 12 months.
SCHW's SMR Rating (7) in the Investment Banks Or Brokers industry is in the same range as RJF (15) and is somewhat better than the same rating for LPLA (45). This means that SCHW's stock grew similarly to RJF’s and somewhat faster than LPLA’s over the last 12 months.
SCHW's Price Growth Rating (27) in the Investment Banks Or Brokers industry is in the same range as RJF (47) and is in the same range as LPLA (53). This means that SCHW's stock grew similarly to RJF’s and similarly to LPLA’s over the last 12 months.
LPLA's P/E Growth Rating (36) in the Investment Banks Or Brokers industry is in the same range as RJF (46) and is somewhat better than the same rating for SCHW (75). This means that LPLA's stock grew similarly to RJF’s and somewhat faster than SCHW’s over the last 12 months.
| LPLA | RJF | SCHW | |
|---|---|---|---|
| RSI ODDS (%) | 1 day ago 56% | 1 day ago 50% | 1 day ago 44% |
| Stochastic ODDS (%) | 1 day ago 60% | 1 day ago 66% | 1 day ago 62% |
| Momentum ODDS (%) | 1 day ago 77% | 1 day ago 66% | 1 day ago 67% |
| MACD ODDS (%) | 1 day ago 68% | 1 day ago 55% | 1 day ago 54% |
| TrendWeek ODDS (%) | 1 day ago 69% | 1 day ago 64% | 1 day ago 60% |
| TrendMonth ODDS (%) | 1 day ago 68% | 1 day ago 59% | 1 day ago 61% |
| Advances ODDS (%) | 1 day ago 67% | 8 days ago 60% | 7 days ago 57% |
| Declines ODDS (%) | 27 days ago 62% | 1 day ago 58% | 9 days ago 59% |
| BollingerBands ODDS (%) | 1 day ago 71% | 1 day ago 52% | 1 day ago 51% |
| Aroon ODDS (%) | 1 day ago 70% | 1 day ago 56% | 1 day ago 54% |
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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% | +0.08% | ||
| RJF - LPLA | 71% Closely correlated | -0.23% | ||
| SCHW - LPLA | 69% Closely correlated | -2.52% | ||
| NDAQ - LPLA | 55% Loosely correlated | -1.77% | ||
| MORN - LPLA | 52% Loosely correlated | -3.53% | ||
| MS - LPLA | 51% Loosely correlated | +2.59% | ||
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RJF and
Correlation & Price change
A.I.dvisor indicates that over the last year, RJF has been closely correlated with SF. These tickers have moved in lockstep 87% of the time. This A.I.-generated data suggests there is a high statistical probability that if RJF jumps, then SF could also see price increases.
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% | -2.52% | ||
| RJF - SCHW | 72% Closely correlated | -0.23% | ||
| LPLA - SCHW | 69% Closely correlated | +0.08% | ||
| NDAQ - SCHW | 62% Loosely correlated | -1.77% | ||
| MORN - SCHW | 57% Loosely correlated | -3.53% | ||
| SPGI - SCHW | 56% Loosely correlated | -3.81% | ||
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