WallStSmart

LPL Financial Holdings Inc (LPLA)vsStreamex Corp (STEX)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

LPL Financial Holdings Inc generates 147659915% more annual revenue ($19.20B vs $13,000). LPLA leads profitability with a 5.2% profit margin vs 0.0%. LPLA earns a higher WallStSmart Score of 74/100 (B).

LPLA

Strong Buy

74

out of 100

Grade: B

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

STEX

Avoid

27

out of 100

Grade: F

Growth: 4.3Profit: 3.0Value: 5.0Quality: 5.3
Piotroski: 3/9Altman Z: -11.84

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

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

STEX1 strengths · Avg: 10.0/10
Price/BookValuation
0.5x10/10

Reasonable price relative to book value

Areas to Watch

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

STEX4 concerns · Avg: 3.5/10
Revenue GrowthGrowth
0.0%4/10

0.0% revenue growth

EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$157.02M3/10

Smaller company, higher risk/reward

Profit MarginProfitability
0.0%3/10

0.0% margin — thin

Comparative Analysis Report

WallStSmart Research

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.

Bull Case : STEX

The strongest argument for STEX centers on Price/Book.

Bear Case : LPLA

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

Bear Case : STEX

The primary concerns for STEX are Revenue Growth, EPS Growth, Market Cap.

Key Dynamics to Monitor

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

STEX carries more volatility with a beta of 1.94 — 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 27/100) and 36.4% revenue growth. Both earn "Strong Buy" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.

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

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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Streamex Corp

FINANCIAL SERVICES · CAPITAL MARKETS · USA

Streamex Corp. The company is headquartered in Winter Park, Florida.

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