Cohen & Company Inc (COHN)vsLPL Financial Holdings Inc (LPLA)
COHN
Cohen & Company Inc
$12.52
-13.48%
FINANCIAL SERVICES · Cap: $46.72M
LPLA
LPL Financial Holdings Inc
$354.24
-1.70%
FINANCIAL SERVICES · Cap: $28.29B
Smart Verdict
WallStSmart Research — data-driven comparison
LPL Financial Holdings Inc generates 6321% more annual revenue ($19.20B vs $298.96M). LPLA leads profitability with a 5.2% profit margin vs 5.2%. COHN trades at a lower P/E of 3.2x. LPLA earns a higher WallStSmart Score of 74/100 (B).
COHN
Buy65
out of 100
Grade: C+
LPLA
Strong Buy74
out of 100
Grade: B
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
Every $100 of equity generates 30 in profit
Revenue surging 107.3% year-over-year
Earnings expanding 120.5% YoY
Revenue surging 36.4% year-over-year
Growing faster than its price suggests
Earnings expanding 39.4% YoY
Areas to Watch
Distress zone — elevated risk
Smaller company, higher risk/reward
5.2% margin — thin
Elevated debt levels
Moderate valuation
5.2% margin — thin
Elevated debt levels
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : COHN
The strongest argument for COHN centers on P/E Ratio, Price/Book, Return on Equity. Revenue growth of 107.3% demonstrates continued momentum.
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 : COHN
The primary concerns for COHN are Altman Z-Score, Market Cap, Profit Margin.
Bear Case : LPLA
The primary concerns for LPLA are P/E Ratio, Profit Margin, Debt/Equity.
Key Dynamics to Monitor
COHN carries more volatility with a beta of 1.08 — expect wider price swings.
COHN is growing revenue faster at 107.3% — sustainability is the question.
LPLA generates stronger free cash flow (135M), providing more financial flexibility.
Monitor CAPITAL MARKETS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
LPLA scores higher overall (74/100 vs 65/100) 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.
Cohen & Company Inc
FINANCIAL SERVICES · CAPITAL MARKETS · USA
Cohen & Company Inc. is a publicly owned investment manager. The company is headquartered in Philadelphia, Pennsylvania with additional offices in New York City; Boca Raton, Florida; Chicago, Illinois; Bethesda, Maryland; Boston, Massachusetts; Paris, France; and London, United Kingdom.
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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