WallStSmart

BGC Group Inc. (BGC)vsLPL Financial Holdings Inc (LPLA)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

LPL Financial Holdings Inc generates 507% more annual revenue ($19.20B vs $3.16B). BGC leads profitability with a 6.3% profit margin vs 5.2%. LPLA appears more attractively valued with a PEG of 0.53. LPLA earns a higher WallStSmart Score of 74/100 (B).

BGC

Buy

55

out of 100

Grade: C-

Growth: 7.3Profit: 5.5Value: 4.3Quality: 4.5
Piotroski: 4/9Altman Z: 1.34

LPLA

Strong Buy

74

out of 100

Grade: B

Growth: 10.0Profit: 6.0Value: 6.3Quality: 6.5
Piotroski: 2/9Altman Z: 2.22

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BGC1 strengths · Avg: 8.0/10
EPS GrowthGrowth
27.7%8/10

Earnings expanding 27.7% YoY

LPLA3 strengths · Avg: 8.7/10
Revenue GrowthGrowth
36.4%10/10

Revenue surging 36.4% year-over-year

PEG RatioValuation
0.538/10

Growing faster than its price suggests

EPS GrowthGrowth
39.4%8/10

Earnings expanding 39.4% YoY

Areas to Watch

BGC4 concerns · Avg: 3.0/10
P/E RatioValuation
28.8x4/10

Moderate valuation

Profit MarginProfitability
6.3%3/10

6.3% margin — thin

Debt/EquityHealth
1.623/10

Elevated debt levels

PEG RatioValuation
3.602/10

Expensive relative to growth rate

LPLA4 concerns · Avg: 3.3/10
P/E RatioValuation
28.3x4/10

Moderate valuation

Profit MarginProfitability
5.2%3/10

5.2% margin — thin

Debt/EquityHealth
1.393/10

Elevated debt levels

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull Case : BGC

The strongest argument for BGC centers on EPS Growth.

Bull Case : LPLA

The strongest argument for LPLA centers on Revenue Growth, PEG Ratio, EPS Growth. Revenue growth of 36.4% demonstrates continued momentum. PEG of 0.53 suggests the stock is reasonably priced for its growth.

Bear Case : BGC

The primary concerns for BGC are P/E Ratio, Profit Margin, Debt/Equity. Debt-to-equity of 1.62 is elevated, increasing financial risk.

Bear Case : LPLA

The primary concerns for LPLA are P/E Ratio, Profit Margin, Debt/Equity.

Key Dynamics to Monitor

BGC profiles as a value stock while LPLA is a hypergrowth play — different risk/reward profiles.

BGC carries more volatility with a beta of 0.94 — expect wider price swings.

LPLA is growing revenue faster at 36.4% — sustainability is the question.

LPLA generates stronger free cash flow (135M), providing more financial flexibility.

Bottom Line

LPLA scores higher overall (74/100 vs 55/100) and 36.4% revenue growth. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

BGC Group Inc.

FINANCIAL SERVICES · CAPITAL MARKETS · USA

BGC Group Inc. (BGC) is a leading global brokerage and financial technology firm specializing in fixed income, foreign exchange, and derivatives markets, with a strong emphasis on inter-dealer broking. The company leverages cutting-edge technological solutions to enhance market liquidity and provide exceptional service to a diverse client base, including financial institutions, hedge funds, and corporations. BGC's commitment to operational excellence, innovation, and sustainable growth solidifies its status as a key player in the financial services industry, making it an attractive investment opportunity for institutional investors seeking exposure to a dynamic and evolving market landscape.

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LPL Financial Holdings Inc

FINANCIAL SERVICES · CAPITAL MARKETS · USA

LPL Financial Holdings Inc., provides an integrated platform of brokerage and investment advisory services to independent financial advisers and financial advisers at financial institutions in the United States. The company is headquartered in San Diego, California.

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