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LPLA vs. SPGI: LPL Financial vs. S&P Global Stock Comparison

How do LPL Financial (LPLA) and S&P Global (SPGI) 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

LPL Financial (LPLA) and S&P Global (SPGI) both belong to the Capital Markets industry, though LPLA is classified under Investment Banking & Brokerage while SPGI falls under Financial Exchanges & Data.

Company profile comparison for LPL Financial (LPLA) and S&P Global (SPGI)
Profile ItemLPLASPGI
NameLPL Financial Holdings Inc.S&P Global Inc.
Country/RegionUnited StatesUnited States
GICS SectorFinancialsFinancials
GICS Industry GroupFinancial ServicesFinancial Services
GICS IndustryCapital MarketsCapital Markets
GICS Sub-IndustryInvestment Banking & BrokerageFinancial Exchanges & Data
Market Capitalization23.01 billion USD135.62 billion USD
CurrencyUSDUSD
ExchangeNasdaqNYSE
Listing DateNovember 18, 2010February 21, 1973
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

LPLA
SPGI
GSPC
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LPL Financial (LPLA) vs. S&P Global (SPGI), 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

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Trailing total returns for LPL Financial (LPLA) and S&P Global (SPGI). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for LPL Financial (LPLA) and S&P Global (SPGI). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for LPL Financial (LPLA) and S&P Global (SPGI)
MetricLPLASPGI
Total Return (1Y)-17.27%1.66%
Total Return (3Y, Annualized)11.10%9.75%
Total Return (5Y, Annualized)13.92%2.47%

Risk Profile

Drawdown History

LPLA
SPGI
GSPC
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LPL Financial (LPLA) vs. S&P Global (SPGI), 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

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Distribution of monthly total returns for LPL Financial (LPLA) and S&P Global (SPGI). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for LPL Financial (LPLA) and S&P Global (SPGI)
MetricLPLASPGI
Volatility (1Y, Annualized)39.22%31.02%
Beta (5Y)0.521.02
Max Drawdown (5Y)-33.18%-39.76%
Avg. Volume (3M)855.76K1.86M

Risk-Adjusted Performance

Risk-Return Positioning

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LPLA and SPGI 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 LPL Financial (LPLA) and S&P Global (SPGI)
MetricLPLASPGI
Sharpe Ratio (1Y)-0.55-0.08
Sortino Ratio (1Y)-0.70-0.11

Profitability

ROE (TTM)

LPL Financial (LPLA) at 25.66% sits in the top ROE quartile, while S&P Global (SPGI) at 17.88% is closer to the peer norm — stronger capital efficiency for LPLA.

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%

SPGI

Financial Services industry group

17.88%

Max
44.78%
Q3
21.85%
SPGI
17.88%
Median
12.91%
Q1
4.48%
Min
-18.71%
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LPL Financial (LPLA) vs. S&P Global (SPGI): A comparison of their ROE against the Financial Services industry group benchmark.

Net Margin (TTM)

S&P Global (SPGI) at 30.60% retains a top-quartile share of revenue as profit, ahead of LPL Financial (LPLA) at 6.97%, which keeps about the industry-typical share.

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%

SPGI

Financial Services industry group

30.60%

Max
62.84%
SPGI
30.60%
Q3
28.05%
Median
15.36%
Q1
4.82%
Min
-28.52%
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LPL Financial (LPLA) vs. S&P Global (SPGI): A comparison of their net margin against the Financial Services industry group benchmark.

Operating Margin (TTM)

S&P Global (SPGI) at 48.21% runs core operations around its industry’s norm, while LPL Financial (LPLA) at 10.85% operates in the bottom quartile.

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%

SPGI

Financial Services industry group

48.21%

Max
107.33%
Q3
55.90%
SPGI
48.21%
Median
30.09%
Q1
14.60%
Min
-44.34%
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LPL Financial (LPLA) vs. S&P Global (SPGI): A comparison of their operating margin against the Financial Services industry group benchmark.

Profitability Metrics

Profitability metrics for LPL Financial (LPLA) and S&P Global (SPGI)
MetricLPLASPGI
ROE (TTM)25.66%17.88%
ROA (TTM)7.35%8.33%
Net Margin (TTM)6.97%30.60%
Operating Margin (TTM)10.85%48.21%
Gross Margin (TTM)----

Growth

Revenue Growth

LPL Financial (LPLA) at 37.18% sits in the top revenue growth quartile, while S&P Global (SPGI) at 7.94% is closer to the peer norm — faster top-line expansion for LPLA.

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LPL Financial (LPLA) vs. S&P Global (SPGI): A comparison of their Revenue Growth across different time periods.

EPS Growth

Both LPL Financial (LPLA) at -22.17% and S&P Global (SPGI) at 18.70% land near their industries' usual EPS growth ranges, so bottom-line momentum looks broadly in line with peers on both sides.

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LPL Financial (LPLA) vs. S&P Global (SPGI): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for LPL Financial (LPLA) and S&P Global (SPGI)
MetricLPLASPGI
Revenue Growth (YoY)37.18%7.94%
Revenue Growth (3Y CAGR)25.47%11.11%
EPS Growth (YoY)-22.17%18.70%
EPS Growth (3Y CAGR)1.64%12.85%

Financial Strength

Current Ratio (MRQ)

current ratio doesn’t apply on either side: LPL Financial (LPLA) in Financial Services and S&P Global (SPGI) 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: LPL Financial (LPLA) in Financial Services and S&P Global (SPGI) 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 LPL Financial (LPLA) and S&P Global (SPGI)
MetricLPLASPGI
Current Ratio (MRQ)----
Debt / Equity (MRQ)----
Net Debt / EBITDA----

Dividends

Dividend Yield (TTM)

Both LPL Financial (LPLA) at 0.40% and S&P Global (SPGI) at 0.82% pay solid, industry-typical yields, sitting squarely within their peers’ usual range.

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%

SPGI

Financial Services industry group

0.82%

Max
9.77%
Q3
3.92%
Median
1.09%
SPGI
0.82%
Q1
0.00%
Min
0.00%
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LPL Financial (LPLA) vs. S&P Global (SPGI): A comparison of their dividend yield against the Financial Services industry group benchmark.

Dividend Payout Ratio (TTM)

Both LPL Financial (LPLA) at 6.88% and S&P Global (SPGI) at 22.06% keep payout ratio within their industries’ typical mid-ranges — dividend policies that share earnings without consuming too much of them.

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%

SPGI

Financial Services industry group

22.06%

Max
241.07%
Q3
97.36%
Median
25.77%
SPGI
22.06%
Q1
0.00%
Min
0.00%
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LPL Financial (LPLA) vs. S&P Global (SPGI): A comparison of their payout ratio against the Financial Services industry group benchmark.

Dividend Metrics

Dividend metrics for LPL Financial (LPLA) and S&P Global (SPGI)
MetricLPLASPGI
Dividend Yield (TTM)0.40%0.82%
Dividend Payout Ratio (TTM)6.88%22.06%

Valuation

P/E Ratio (TTM)

LPL Financial (LPLA) at 16.93 is near its industry’s usual P/E ratio, while S&P Global (SPGI) at 27.95 sits in the richer quartile — SPGI needs stronger growth or earnings quality to justify the premium.

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

SPGI

Financial Services industry group

27.95

Max
45.85
SPGI
27.95
Q3
24.64
Median
15.37
Q1
9.68
Min
0.16
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LPL Financial (LPLA) vs. S&P Global (SPGI): A comparison of their P/E ratio against the Financial Services industry group benchmark.

P/S Ratio (TTM)

LPL Financial (LPLA) at 1.15 looks cheap on sales in the lower P/S ratio quartile, while S&P Global (SPGI) at 8.32 looks rich in the upper quartile — a clear gap in price per dollar of revenue.

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

SPGI

Financial Services industry group

8.32

Max
9.23
SPGI
8.32
Q3
4.57
Median
2.72
Q1
1.28
Min
-0.55
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LPL Financial (LPLA) vs. S&P Global (SPGI): A comparison of their P/S ratio against the Financial Services industry group benchmark.

P/B Ratio (MRQ)

Both LPL Financial (LPLA) at 3.98 and S&P Global (SPGI) at 6.88 carry a premium to book value versus peers, sitting in the upper P/B ratio quartile of their industries.

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

SPGI

Financial Services industry group

6.88

Max
7.79
SPGI
6.88
Q3
3.63
Median
1.57
Q1
0.81
Min
-0.39
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LPL Financial (LPLA) vs. S&P Global (SPGI): A comparison of their P/B ratio against the Financial Services industry group benchmark.

Valuation Metrics

Valuation metrics for LPL Financial (LPLA) and S&P Global (SPGI)
MetricLPLASPGI
P/E Ratio (TTM)16.9327.95
P/S Ratio (TTM)1.158.32
P/B Ratio (MRQ)3.986.88
Free Cash Flow Yield (TTM)----