LPL Financial Holdings Inc (LPLA)vsTradeweb Markets Inc (TW)
LPLA
LPL Financial Holdings Inc
$300.68
+0.17%
FINANCIAL SERVICES · Cap: $24.04B
TW
Tradeweb Markets Inc
$119.95
-2.74%
FINANCIAL SERVICES · Cap: $26.94B
Smart Verdict
WallStSmart Research — data-driven comparison
LPL Financial Holdings Inc generates 709% more annual revenue ($16.59B vs $2.05B). TW leads profitability with a 39.6% profit margin vs 5.2%. LPLA appears more attractively valued with a PEG of 0.40. LPLA earns a higher WallStSmart Score of 68/100 (B-).
LPLA
Strong Buy68
out of 100
Grade: B-
TW
Strong Buy67
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-119.2%
Fair Value
$154.49
Current Price
$300.68
$146.19 premium
Margin of Safety
+34.8%
Fair Value
$176.44
Current Price
$119.95
$56.49 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Revenue surging 41.8% year-over-year
Every $100 of equity generates 21 in profit
Keeps 40 of every $100 in revenue as profit
Strong operational efficiency at 42.4%
Earnings expanding 128.8% YoY
Safe zone — low bankruptcy risk
Areas to Watch
Moderate valuation
4.6% earnings growth
Distress zone — elevated risk
5.2% margin — thin
Premium valuation, high expectations priced in
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : LPLA
The strongest argument for LPLA centers on PEG Ratio, Revenue Growth, Return on Equity. Revenue growth of 41.8% demonstrates continued momentum. PEG of 0.40 suggests the stock is reasonably priced for its growth.
Bull Case : TW
The strongest argument for TW centers on Profit Margin, Operating Margin, EPS Growth. Profitability is solid with margins at 39.6% and operating margin at 42.4%. Revenue growth of 12.5% demonstrates continued momentum.
Bear Case : LPLA
The primary concerns for LPLA are P/E Ratio, EPS Growth, Altman Z-Score.
Bear Case : TW
The primary concerns for TW are P/E Ratio, PEG Ratio.
Key Dynamics to Monitor
LPLA profiles as a hypergrowth stock while TW is a mature play — different risk/reward profiles.
TW carries more volatility with a beta of 0.78 — expect wider price swings.
LPLA is growing revenue faster at 41.8% — sustainability is the question.
LPLA generates stronger free cash flow (490M), providing more financial flexibility.
Bottom Line
LPLA scores higher overall (68/100 vs 67/100) and 41.8% revenue growth. TW offers better value entry with a 34.8% margin of safety. Both earn "Strong Buy" and "Strong 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.
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.
Visit Website →Tradeweb Markets Inc
FINANCIAL SERVICES · CAPITAL MARKETS · USA
Tradeweb Markets Inc. creates and operates electronic marketplaces in the Americas, Europe, the Middle East, Africa, Asia Pacific and internationally.
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