Seek Returns

FIS vs. LPLA: Fidelity Natl Information Svcs vs. LPL Financial Stock Comparison

How do Fidelity Natl Information Svcs (FIS) and LPL Financial (LPLA) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.

Company Profile

Fidelity Natl Information Svcs (FIS) and LPL Financial (LPLA) both fall under the Financial Services industry group, but FIS is classified in Financial Services while LPLA is classified in Capital Markets.

Company profile comparison for Fidelity Natl Information Svcs (FIS) and LPL Financial (LPLA)
Profile ItemFISLPLA
NameFidelity National Information Services, Inc.LPL Financial Holdings Inc.
Country/RegionUnited StatesUnited States
GICS SectorFinancialsFinancials
GICS Industry GroupFinancial ServicesFinancial Services
GICS IndustryFinancial ServicesCapital Markets
GICS Sub-IndustryTransaction & Payment Processing ServicesInvestment Banking & Brokerage
Market Capitalization14.81 billion USD23.01 billion USD
CurrencyUSDUSD
ExchangeNYSENasdaq
Listing DateJune 20, 2001November 18, 2010
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

FIS
LPLA
GSPC
Loading price history…
Fidelity Natl Information Svcs (FIS) vs. LPL Financial (LPLA), with S&P 500 (GSPC) for reference: Growth of a $10,000 investment over the past five years. Adjusted for dividends and splits.

Trailing Returns

Loading price history…
Trailing total returns for Fidelity Natl Information Svcs (FIS) and LPL Financial (LPLA). Returns over one year are annualized.

Calendar-Year Returns

Loading price history…
Calendar-year total returns for Fidelity Natl Information Svcs (FIS) and LPL Financial (LPLA). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for Fidelity Natl Information Svcs (FIS) and LPL Financial (LPLA)
MetricFISLPLA
Total Return (1Y)-54.36%-17.27%
Total Return (3Y, Annualized)-15.82%11.10%
Total Return (5Y, Annualized)-22.37%13.92%

Risk Profile

Drawdown History

FIS
LPLA
GSPC
Loading price history…
Fidelity Natl Information Svcs (FIS) vs. LPL Financial (LPLA), with S&P 500 (GSPC) for reference: Drawdown from the running peak over the past five years. Each line shows the decline from its prior peak; 0% marks a new high.

Return Distribution

Loading price history…
Distribution of monthly total returns for Fidelity Natl Information Svcs (FIS) and LPL Financial (LPLA). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for Fidelity Natl Information Svcs (FIS) and LPL Financial (LPLA)
MetricFISLPLA
Volatility (1Y, Annualized)41.42%39.22%
Beta (5Y)0.910.52
Max Drawdown (5Y)-73.34%-33.18%
Avg. Volume (3M)6.68M855.76K

Risk-Adjusted Performance

Risk-Return Positioning

Loading chart…
FIS and LPLA are plotted by 1-year volatility (risk) and 1-year return. The dashed Capital Allocation Line runs from the risk-free rate through the shared industry median.

Risk-Adjusted Metrics

Risk-adjusted metrics for Fidelity Natl Information Svcs (FIS) and LPL Financial (LPLA)
MetricFISLPLA
Sharpe Ratio (1Y)-1.42-0.55
Sortino Ratio (1Y)-1.66-0.70

Profitability

ROE (TTM)

Both Fidelity Natl Information Svcs (FIS) at 23.04% and LPL Financial (LPLA) at 25.66% sit in the top peer quartile for ROE, suggesting each generates more profit from shareholders’ equity than typical industry peers.

FIS

Financial Services industry group

23.04%

Max
44.78%
FIS
23.04%
Q3
21.85%
Median
12.91%
Q1
4.48%
Min
-18.71%

LPLA

Financial Services industry group

25.66%

Max
44.78%
LPLA
25.66%
Q3
21.85%
Median
12.91%
Q1
4.48%
Min
-18.71%
Loading chart…
Fidelity Natl Information Svcs (FIS) vs. LPL Financial (LPLA): A comparison of their ROE against the Financial Services industry group benchmark.

Net Margin (TTM)

Both Fidelity Natl Information Svcs (FIS) at 26.77% and LPL Financial (LPLA) at 6.97% keep about the typical share of revenue as profit for their industries — neither bottom line stands out from peers.

FIS

Financial Services industry group

26.77%

Max
62.84%
Q3
28.05%
FIS
26.77%
Median
15.36%
Q1
4.82%
Min
-28.52%

LPLA

Financial Services industry group

6.97%

Max
62.84%
Q3
28.05%
Median
15.36%
LPLA
6.97%
Q1
4.82%
Min
-28.52%
Loading chart…
Fidelity Natl Information Svcs (FIS) vs. LPL Financial (LPLA): A comparison of their net margin against the Financial Services industry group benchmark.

Operating Margin (TTM)

Fidelity Natl Information Svcs (FIS) at 22.93% runs core operations around its industry’s norm, while LPL Financial (LPLA) at 10.85% operates in the bottom quartile.

FIS

Financial Services industry group

22.93%

Max
107.33%
Q3
55.90%
Median
30.09%
FIS
22.93%
Q1
14.60%
Min
-44.34%

LPLA

Financial Services industry group

10.85%

Max
107.33%
Q3
55.90%
Median
30.09%
Q1
14.60%
LPLA
10.85%
Min
-44.34%
Loading chart…
Fidelity Natl Information Svcs (FIS) vs. LPL Financial (LPLA): A comparison of their operating margin against the Financial Services industry group benchmark.

Profitability Metrics

Profitability metrics for Fidelity Natl Information Svcs (FIS) and LPL Financial (LPLA)
MetricFISLPLA
ROE (TTM)23.04%25.66%
ROA (TTM)4.52%7.35%
Net Margin (TTM)26.77%6.97%
Operating Margin (TTM)22.93%10.85%
Gross Margin (TTM)----

Growth

Revenue Growth

LPL Financial (LPLA) at 37.18% sits in the top revenue growth quartile, while Fidelity Natl Information Svcs (FIS) at 5.43% is closer to the peer norm — faster top-line expansion for LPLA.

Loading chart…
Fidelity Natl Information Svcs (FIS) vs. LPL Financial (LPLA): A comparison of their Revenue Growth across different time periods.

EPS Growth

LPL Financial (LPLA) at -22.17% is around its peer norm for EPS growth, while Fidelity Natl Information Svcs (FIS) at -72.03% drops into the bottom quartile, signaling weaker earnings momentum.

Loading chart…
Fidelity Natl Information Svcs (FIS) vs. LPL Financial (LPLA): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for Fidelity Natl Information Svcs (FIS) and LPL Financial (LPLA)
MetricFISLPLA
Revenue Growth (YoY)5.43%37.18%
Revenue Growth (3Y CAGR)3.18%25.47%
EPS Growth (YoY)-72.03%-22.17%
EPS Growth (3Y CAGR)--1.64%

Financial Strength

Current Ratio (MRQ)

current ratio doesn’t apply on either side: Fidelity Natl Information Svcs (FIS) in Financial Services and LPL Financial (LPLA) in Financial Services both report balance sheets without a current/non-current split, so their short-term liquidity is better judged through regulatory and funding measures.

Debt / Equity (MRQ)

debt-to-equity ratio is set aside for both: Fidelity Natl Information Svcs (FIS) in Financial Services and LPL Financial (LPLA) in Financial Services run businesses where balance-sheet leverage is part of the model, so capital-adequacy and funding measures are the better gauges of balance-sheet risk.

Financial Strength Metrics

Financial strength metrics for Fidelity Natl Information Svcs (FIS) and LPL Financial (LPLA)
MetricFISLPLA
Current Ratio (MRQ)----
Debt / Equity (MRQ)----
Net Debt / EBITDA----

Dividends

Dividend Yield (TTM)

Fidelity Natl Information Svcs (FIS) at 5.85% delivers top-quartile income for its industry, while LPL Financial (LPLA) at 0.40% pays a more typical yield — both are credible income propositions, FIS the richer one.

FIS

Financial Services industry group

5.85%

Max
9.77%
FIS
5.85%
Q3
3.92%
Median
1.09%
Q1
0.00%
Min
0.00%

LPLA

Financial Services industry group

0.40%

Max
9.77%
Q3
3.92%
Median
1.09%
LPLA
0.40%
Q1
0.00%
Min
0.00%
Loading chart…
Fidelity Natl Information Svcs (FIS) vs. LPL Financial (LPLA): A comparison of their dividend yield against the Financial Services industry group benchmark.

Dividend Payout Ratio (TTM)

Both Fidelity Natl Information Svcs (FIS) at 25.71% and LPL Financial (LPLA) at 6.88% keep payout ratio within their industries’ typical mid-ranges — dividend policies that share earnings without consuming too much of them.

FIS

Financial Services industry group

25.71%

Max
241.07%
Q3
97.36%
Median
25.77%
FIS
25.71%
Q1
0.00%
Min
0.00%

LPLA

Financial Services industry group

6.88%

Max
241.07%
Q3
97.36%
Median
25.77%
LPLA
6.88%
Q1
0.00%
Min
0.00%
Loading chart…
Fidelity Natl Information Svcs (FIS) vs. LPL Financial (LPLA): A comparison of their payout ratio against the Financial Services industry group benchmark.

Dividend Metrics

Dividend metrics for Fidelity Natl Information Svcs (FIS) and LPL Financial (LPLA)
MetricFISLPLA
Dividend Yield (TTM)5.85%0.40%
Dividend Payout Ratio (TTM)25.71%6.88%

Valuation

P/E Ratio (TTM)

Fidelity Natl Information Svcs (FIS) at 4.29 sits in the cheaper P/E ratio quartile, while LPL Financial (LPLA) at 16.93 is closer to its industry’s usual earnings multiple — a discount for FIS, though growth and earnings durability still matter.

FIS

Financial Services industry group

4.29

Max
45.85
Q3
24.64
Median
15.37
Q1
9.68
FIS
4.29
Min
0.16

LPLA

Financial Services industry group

16.93

Max
45.85
Q3
24.64
LPLA
16.93
Median
15.37
Q1
9.68
Min
0.16
Loading chart…
Fidelity Natl Information Svcs (FIS) vs. LPL Financial (LPLA): A comparison of their P/E ratio against the Financial Services industry group benchmark.

P/S Ratio (TTM)

Both Fidelity Natl Information Svcs (FIS) at 1.14 and LPL Financial (LPLA) at 1.15 fetch a relatively low price per dollar of sales, landing in the cheaper P/S ratio quartile of their industries.

FIS

Financial Services industry group

1.14

Max
9.23
Q3
4.57
Median
2.72
Q1
1.28
FIS
1.14
Min
-0.55

LPLA

Financial Services industry group

1.15

Max
9.23
Q3
4.57
Median
2.72
Q1
1.28
LPLA
1.15
Min
-0.55
Loading chart…
Fidelity Natl Information Svcs (FIS) vs. LPL Financial (LPLA): A comparison of their P/S ratio against the Financial Services industry group benchmark.

P/B Ratio (MRQ)

Fidelity Natl Information Svcs (FIS) at 0.91 is valued about in line with its industry on P/B ratio, while LPL Financial (LPLA) at 3.98 carries an above-peer premium to book — LPLA is pricier on assets.

FIS

Financial Services industry group

0.91

Max
7.79
Q3
3.63
Median
1.57
FIS
0.91
Q1
0.81
Min
-0.39

LPLA

Financial Services industry group

3.98

Max
7.79
LPLA
3.98
Q3
3.63
Median
1.57
Q1
0.81
Min
-0.39
Loading chart…
Fidelity Natl Information Svcs (FIS) vs. LPL Financial (LPLA): A comparison of their P/B ratio against the Financial Services industry group benchmark.

Valuation Metrics

Valuation metrics for Fidelity Natl Information Svcs (FIS) and LPL Financial (LPLA)
MetricFISLPLA
P/E Ratio (TTM)4.2916.93
P/S Ratio (TTM)1.141.15
P/B Ratio (MRQ)0.913.98
Free Cash Flow Yield (TTM)----