LPLA vs. STT: LPL Financial vs. State Street Stock Comparison

Company Profile

LPL Financial (LPLA) and State Street (STT) both belong to the Capital Markets industry, though LPLA is classified under Investment Banking & Brokerage while STT falls under Asset Management & Custody Banks.

Price Performance

Cumulative Growth

Trailing Returns

Calendar-Year Returns

Performance Metrics

Risk Profile

Drawdown History

Return Distribution

Risk Metrics

State Street (STT) has an aggressive beta of 1.36, indicating higher sensitivity to broad-market moves, while LPL Financial (LPLA) is defensive at 0.52 and tends to be less market-sensitive — they sit on opposite ends of the beta spectrum.

Risk-Adjusted Performance

Risk-Return Positioning

Risk-Adjusted Metrics

Profitability

LPL Financial (LPLA) at 25.66% sits in the top ROE quartile, while State Street (STT) at 13.08% is closer to the peer norm — stronger capital efficiency for LPLA.

Both LPL Financial (LPLA) at 6.97% and State Street (STT) at 23.78% keep about the typical share of revenue as profit for their industries — neither bottom line stands out from peers.

State Street (STT) at 34.63% runs core operations around its industry’s norm, while LPL Financial (LPLA) at 10.85% operates in the bottom quartile.

Profitability Metrics

Growth

LPL Financial (LPLA) at 37.18% sits in the top revenue growth quartile, while State Street (STT) at 8.10% is closer to the peer norm — faster top-line expansion for LPLA.

Both LPL Financial (LPLA) at -22.17% and State Street (STT) at 14.49% land near their industries' usual EPS growth ranges, so bottom-line momentum looks broadly in line with peers on both sides.

Growth Metrics

Financial Strength

current ratio doesn’t apply on either side: LPL Financial (LPLA) in Financial Services and State Street (STT) 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-to-equity ratio is set aside for both: LPL Financial (LPLA) in Financial Services and State Street (STT) 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

Dividends

Both LPL Financial (LPLA) at 0.40% and State Street (STT) at 2.08% pay solid, industry-typical yields, sitting squarely within their peers’ usual range.

Both LPL Financial (LPLA) at 6.88% and State Street (STT) at 28.10% keep payout ratio within their industries’ typical mid-ranges — dividend policies that share earnings without consuming too much of them.

Dividend Metrics

Valuation

Both LPL Financial (LPLA) at 16.93 and State Street (STT) at 13.53 land around their industries’ usual P/E ratio levels — neither is getting a clear earnings-multiple discount or premium versus peers.

LPL Financial (LPLA) at 1.15 sits in the cheaper P/S ratio quartile while State Street (STT) at 2.91 prices around its industry’s middle — LPLA costs less per dollar of sales, though read it alongside growth and margins.

State Street (STT) at 1.83 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.

Valuation Metrics