Seek Returns logo

EQH vs. LPLA: A Head-to-Head Stock Comparison

Updated on

Here’s a clear look at EQH and LPLA, comparing key factors like historical performance, profitability, financial strength, growth, dividend, and valuation.

Company Profile

SymbolEQHLPLA
Company NameEquitable Holdings, Inc.LPL Financial Holdings Inc.
CountryUnited StatesUnited States
GICS SectorFinancialsFinancials
GICS IndustryFinancial ServicesCapital Markets
Market Capitalization15.60 billion USD28.43 billion USD
ExchangeNYSENasdaqGS
Listing DateMay 10, 2018November 18, 2010
Security TypeCommon StockCommon Stock

Historical Performance

This chart compares the performance of EQH and LPLA by tracking the growth of an initial $10,000 investment in each. Use the tabs to select the desired time period. Data is adjusted for dividends and splits.

EQH vs. LPLA: Growth of a $10,000 investment over the past one year.

Historical Performance at a Glance

SymbolEQHLPLA
5-Day Price Return-4.69%-0.19%
13-Week Price Return-3.03%-7.80%
26-Week Price Return-3.09%-4.58%
52-Week Price Return26.96%60.46%
Month-to-Date Return1.42%-10.22%
Year-to-Date Return10.41%8.82%
10-Day Avg. Volume3.36M0.69M
3-Month Avg. Volume2.56M0.71M
3-Month Volatility26.63%29.73%
Beta1.140.66

Profitability

Return on Equity (TTM)

EQH

22.93%

Financial Services Industry

Max
40.58%
Q3
20.06%
Median
10.67%
Q1
4.19%
Min
-10.31%

In the upper quartile for the Financial Services industry, EQH’s Return on Equity of 22.93% signals a highly effective use of shareholder capital to drive profitability compared to most of its peers.

LPLA

32.17%

Capital Markets Industry

Max
38.97%
Q3
21.61%
Median
13.77%
Q1
8.31%
Min
-4.25%

In the upper quartile for the Capital Markets industry, LPLA’s Return on Equity of 32.17% signals a highly effective use of shareholder capital to drive profitability compared to most of its peers.

EQH vs. LPLA: A comparison of their Return on Equity (TTM) against their respective Financial Services and Capital Markets industry benchmarks.

Net Profit Margin (TTM)

EQH

3.02%

Financial Services Industry

Max
52.86%
Q3
25.58%
Median
12.23%
Q1
6.64%
Min
-9.92%

Falling into the lower quartile for the Financial Services industry, EQH’s Net Profit Margin of 3.02% indicates weaker profitability. This means the company retains a smaller portion of each dollar in sales as profit compared to its competitors.

LPLA

7.91%

Capital Markets Industry

Max
66.67%
Q3
35.11%
Median
23.49%
Q1
13.63%
Min
-15.18%

Falling into the lower quartile for the Capital Markets industry, LPLA’s Net Profit Margin of 7.91% indicates weaker profitability. This means the company retains a smaller portion of each dollar in sales as profit compared to its competitors.

EQH vs. LPLA: A comparison of their Net Profit Margin (TTM) against their respective Financial Services and Capital Markets industry benchmarks.

Operating Profit Margin (TTM)

EQH

17.41%

Financial Services Industry

Max
77.28%
Q3
37.68%
Median
18.17%
Q1
9.27%
Min
-8.19%

EQH’s Operating Profit Margin of 17.41% is around the midpoint for the Financial Services industry, indicating that its efficiency in managing core business operations is typical for the sector.

LPLA

12.86%

Capital Markets Industry

Max
86.40%
Q3
46.46%
Median
32.80%
Q1
18.32%
Min
-21.87%

LPLA’s Operating Profit Margin of 12.86% is in the lower quartile for the Capital Markets industry. This indicates weaker profitability from core operations, which may stem from inefficiencies or competitive pressures on pricing.

EQH vs. LPLA: A comparison of their Operating Profit Margin (TTM) against their respective Financial Services and Capital Markets industry benchmarks.

Profitability at a Glance

SymbolEQHLPLA
Return on Equity (TTM)22.93%32.17%
Return on Assets (TTM)0.16%7.89%
Net Profit Margin (TTM)3.02%7.91%
Operating Profit Margin (TTM)17.41%12.86%
Gross Profit Margin (TTM)51.52%98.92%

Financial Strength

Current Ratio (MRQ)

EQH

1.64

Financial Services Industry

Max
4.58
Q3
2.59
Median
1.33
Q1
0.69
Min
0.01

For the Financial Services industry, the Current Ratio is often not the most suitable measure of short-term liquidity.

LPLA

3.05

Capital Markets Industry

Max
3.76
Q3
1.89
Median
1.01
Q1
0.54
Min
-0.41

For the Capital Markets industry, the Current Ratio is often not the most suitable measure of short-term liquidity.

EQH vs. LPLA: A comparison of their Current Ratio (MRQ) against their respective Financial Services and Capital Markets industry benchmarks.

Debt-to-Equity Ratio (MRQ)

EQH

20.11

Financial Services Industry

Max
4.96
Q3
2.10
Median
0.57
Q1
0.12
Min
0.00

The Debt-to-Equity Ratio is often not the primary focus for assessing leverage in the Financial Services industry.

LPLA

1.44

Capital Markets Industry

Max
6.62
Q3
2.84
Median
1.02
Q1
0.32
Min
0.00

The Debt-to-Equity Ratio is often not the primary focus for assessing leverage in the Capital Markets industry.

EQH vs. LPLA: A comparison of their Debt-to-Equity Ratio (MRQ) against their respective Financial Services and Capital Markets industry benchmarks.

Interest Coverage Ratio (TTM)

EQH

1.76

Financial Services Industry

Max
136.23
Q3
56.08
Median
6.55
Q1
2.01
Min
-33.27

The Interest Coverage Ratio is often not a primary indicator of debt servicing capacity in the Financial Services industry.

LPLA

6.08

Capital Markets Industry

Max
126.03
Q3
60.98
Median
11.77
Q1
4.95
Min
-36.26

The Interest Coverage Ratio is often not a primary indicator of debt servicing capacity in the Capital Markets industry.

EQH vs. LPLA: A comparison of their Interest Coverage Ratio (TTM) against their respective Financial Services and Capital Markets industry benchmarks.

Financial Strength at a Glance

SymbolEQHLPLA
Current Ratio (MRQ)1.643.05
Quick Ratio (MRQ)1.642.99
Debt-to-Equity Ratio (MRQ)20.111.44
Interest Coverage Ratio (TTM)1.766.08

Growth

Revenue Growth

EQH vs. LPLA: A side-by-side comparison of their Revenue Growth for the MRQ (YoY), TTM (YoY), 3-Year CAGR, and 5-Year CAGR periods.

EPS Growth

EQH vs. LPLA: A side-by-side comparison of their EPS Growth for the MRQ (YoY), TTM (YoY), 3-Year CAGR, and 5-Year CAGR periods.

Dividend

Dividend Yield (TTM)

EQH

2.43%

Financial Services Industry

Max
8.18%
Q3
3.60%
Median
1.56%
Q1
0.00%
Min
0.00%

EQH’s Dividend Yield of 2.43% is consistent with its peers in the Financial Services industry, providing a dividend return that is standard for its sector.

LPLA

0.32%

Capital Markets Industry

Max
10.26%
Q3
4.86%
Median
2.78%
Q1
1.22%
Min
0.00%

LPLA’s Dividend Yield of 0.32% is in the lower quartile for the Capital Markets industry. This suggests the company’s strategy likely favors retaining earnings for growth over providing a high dividend income.

EQH vs. LPLA: A comparison of their Dividend Yield (TTM) against their respective Financial Services and Capital Markets industry benchmarks.

Dividend Payout Ratio (TTM)

EQH

21.08%

Financial Services Industry

Max
155.56%
Q3
63.71%
Median
18.08%
Q1
0.00%
Min
0.00%

EQH’s Dividend Payout Ratio of 21.08% is within the typical range for the Financial Services industry, suggesting a balanced approach between shareholder payouts and company reinvestment.

LPLA

8.17%

Capital Markets Industry

Max
200.72%
Q3
101.92%
Median
57.97%
Q1
32.36%
Min
0.00%

LPLA’s Dividend Payout Ratio of 8.17% is in the lower quartile for the Capital Markets industry. This suggests a conservative dividend policy, with a strategic focus on reinvesting profits for future growth.

EQH vs. LPLA: A comparison of their Dividend Payout Ratio (TTM) against their respective Financial Services and Capital Markets industry benchmarks.

Dividend at a Glance

SymbolEQHLPLA
Dividend Yield (TTM)2.43%0.32%
Dividend Payout Ratio (TTM)21.08%8.17%

Valuation

Price-to-Earnings Ratio (TTM)

EQH

32.57

Financial Services Industry

Max
63.23
Q3
32.10
Median
14.41
Q1
10.81
Min
0.37

A P/E Ratio of 32.57 places EQH in the upper quartile for the Financial Services industry. This high valuation relative to peers suggests the market holds elevated expectations for the company’s future growth.

LPLA

25.14

Capital Markets Industry

Max
58.89
Q3
31.00
Median
18.54
Q1
12.09
Min
5.24

LPLA’s P/E Ratio of 25.14 is within the middle range for the Capital Markets industry. This suggests its valuation is in line with the sector average, representing neither a significant premium nor a discount compared to its peers.

EQH vs. LPLA: A comparison of their Price-to-Earnings Ratio (TTM) against their respective Financial Services and Capital Markets industry benchmarks.

Price-to-Sales Ratio (TTM)

EQH

0.98

Financial Services Industry

Max
11.16
Q3
5.45
Median
2.61
Q1
1.25
Min
0.04

The P/S Ratio is often not a primary valuation tool in the Financial Services industry.

LPLA

1.99

Capital Markets Industry

Max
14.49
Q3
7.41
Median
4.68
Q1
2.25
Min
0.04

In the lower quartile for the Capital Markets industry, LPLA’s P/S Ratio of 1.99 indicates its revenue is valued more conservatively than most of its peers. This could present a compelling opportunity if the market has overlooked its sales-generating capabilities.

EQH vs. LPLA: A comparison of their Price-to-Sales Ratio (TTM) against their respective Financial Services and Capital Markets industry benchmarks.

Price-to-Book Ratio (MRQ)

EQH

14.84

Financial Services Industry

Max
7.09
Q3
3.79
Median
1.46
Q1
0.83
Min
0.04

At 14.84, EQH’s P/B Ratio is at an extreme premium to the Financial Services industry. This signifies that the market’s valuation is heavily reliant on future potential rather than its current net asset value, which can be a high-risk proposition.

LPLA

5.91

Capital Markets Industry

Max
9.48
Q3
4.94
Median
2.42
Q1
1.21
Min
0.38

LPLA’s P/B Ratio of 5.91 is in the upper tier for the Capital Markets industry. This indicates that investors are paying a premium relative to the company’s net assets, a valuation that hinges on its ability to generate superior profits.

EQH vs. LPLA: A comparison of their Price-to-Book Ratio (MRQ) against their respective Financial Services and Capital Markets industry benchmarks.

Valuation at a Glance

SymbolEQHLPLA
Price-to-Earnings Ratio (TTM)32.5725.14
Price-to-Sales Ratio (TTM)0.981.99
Price-to-Book Ratio (MRQ)14.845.91
Price-to-Free Cash Flow Ratio (TTM)10.3382.92