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

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

Company Profile

LPLA is a standard domestic listing, while SHG trades as an American Depositary Receipt (ADR), offering U.S. investors access to its foreign-listed shares.

SymbolLPLASHG
Company NameLPL Financial Holdings Inc.Shinhan Financial Group Co., Ltd.
CountryUnited StatesSouth Korea
GICS SectorFinancialsFinancials
GICS IndustryCapital MarketsBanks
Market Capitalization28.43 billion USD23.53 billion USD
ExchangeNasdaqGSNYSE
Listing DateNovember 18, 2010September 17, 2003
Security TypeCommon StockADR

Historical Performance

This chart compares the performance of LPLA and SHG 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.

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

Historical Performance at a Glance

SymbolLPLASHG
5-Day Price Return-0.19%-3.60%
13-Week Price Return-7.80%28.41%
26-Week Price Return-4.58%36.25%
52-Week Price Return60.46%1.10%
Month-to-Date Return-10.22%-1.62%
Year-to-Date Return8.82%40.40%
10-Day Avg. Volume0.69M1.08M
3-Month Avg. Volume0.71M1.40M
3-Month Volatility29.73%36.16%
Beta0.660.78

Profitability

Return on Equity (TTM)

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.

SHG

8.39%

Banks Industry

Max
26.37%
Q3
15.92%
Median
12.25%
Q1
8.69%
Min
0.15%

SHG’s Return on Equity of 8.39% is in the lower quartile for the Banks industry. This indicates a less efficient generation of profit from its equity base when compared to its competitors.

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

Net Profit Margin (TTM)

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.

SHG

18.67%

Banks Industry

Max
54.20%
Q3
35.70%
Median
28.97%
Q1
22.53%
Min
6.98%

Falling into the lower quartile for the Banks industry, SHG’s Net Profit Margin of 18.67% indicates weaker profitability. This means the company retains a smaller portion of each dollar in sales as profit compared to its competitors.

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

Operating Profit Margin (TTM)

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.

SHG

24.63%

Banks Industry

Max
63.35%
Q3
44.59%
Median
37.24%
Q1
28.25%
Min
13.37%

SHG’s Operating Profit Margin of 24.63% is in the lower quartile for the Banks industry. This indicates weaker profitability from core operations, which may stem from inefficiencies or competitive pressures on pricing.

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

Profitability at a Glance

SymbolLPLASHG
Return on Equity (TTM)32.17%8.39%
Return on Assets (TTM)7.89%0.64%
Net Profit Margin (TTM)7.91%18.67%
Operating Profit Margin (TTM)12.86%24.63%
Gross Profit Margin (TTM)98.92%--

Financial Strength

Current Ratio (MRQ)

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.

SHG

--

Banks Industry

Max
--
Q3
--
Median
--
Q1
--
Min
--

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

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

Debt-to-Equity Ratio (MRQ)

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.

SHG

2.66

Banks Industry

Max
4.75
Q3
2.62
Median
1.02
Q1
0.39
Min
0.00

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

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

Interest Coverage Ratio (TTM)

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.

SHG

--

Banks Industry

Max
--
Q3
--
Median
--
Q1
--
Min
--

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

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

Financial Strength at a Glance

SymbolLPLASHG
Current Ratio (MRQ)3.05--
Quick Ratio (MRQ)2.99--
Debt-to-Equity Ratio (MRQ)1.442.66
Interest Coverage Ratio (TTM)6.08--

Growth

Revenue Growth

LPLA vs. SHG: 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

LPLA vs. SHG: 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)

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.

SHG

4.02%

Banks Industry

Max
10.27%
Q3
5.83%
Median
3.81%
Q1
2.50%
Min
0.00%

SHG’s Dividend Yield of 4.02% is consistent with its peers in the Banks industry, providing a dividend return that is standard for its sector.

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

Dividend Payout Ratio (TTM)

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.

SHG

27.06%

Banks Industry

Max
147.07%
Q3
80.55%
Median
54.40%
Q1
35.71%
Min
0.00%

SHG’s Dividend Payout Ratio of 27.06% is in the lower quartile for the Banks industry. This suggests a conservative dividend policy, with a strategic focus on reinvesting profits for future growth.

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

Dividend at a Glance

SymbolLPLASHG
Dividend Yield (TTM)0.32%4.02%
Dividend Payout Ratio (TTM)8.17%27.06%

Valuation

Price-to-Earnings Ratio (TTM)

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.

SHG

6.74

Banks Industry

Max
20.05
Q3
12.65
Median
10.21
Q1
7.54
Min
2.74

In the lower quartile for the Banks industry, SHG’s P/E Ratio of 6.74 suggests the stock may be undervalued compared to its peers, potentially presenting an attractive entry point for investors.

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

Price-to-Sales Ratio (TTM)

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.

SHG

0.83

Banks Industry

Max
5.06
Q3
2.98
Median
2.24
Q1
1.59
Min
0.45

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

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

Price-to-Book Ratio (MRQ)

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.

SHG

0.53

Banks Industry

Max
2.18
Q3
1.36
Median
1.09
Q1
0.81
Min
0.20

SHG’s P/B Ratio of 0.53 is in the lower quartile for the Banks industry. From a value investing perspective, this is favorable, as it suggests the stock is trading at a discount to its net asset value and may offer a greater margin of safety.

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

Valuation at a Glance

SymbolLPLASHG
Price-to-Earnings Ratio (TTM)25.146.74
Price-to-Sales Ratio (TTM)1.990.83
Price-to-Book Ratio (MRQ)5.910.53
Price-to-Free Cash Flow Ratio (TTM)82.922.41