COMP <GO>
LPLA vs TW // DIVIDEND YIELD & FCF PAYOUT SAFETY
LPL Financial Holdings Inc. (NASDAQ) VS. Tradeweb Markets Inc. (NASDAQ) • 15-METRIC TALLY: LPLA 5
— TW 7
▲ DIVIDEND YIELD & FCF PAYOUT SAFETY LEADER: LPLA
LAST: $283.74 (+1.50%) • MKT CAP: $22.01B
dividend-safety
0.43%
LAST: $122.54 (+3.08%) • MKT CAP: $27.82B
dividend-safety
0.00%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (LPLA VS. TW)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | LPLA | TW | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 8.50% | 13.60% | -5.10 | TW | /roic <GO> |
| EV/EBITDA & P/E Valuation | 17.2x | 30.1x | -12.90 | LPLA | /valuation <GO> |
| Free Cash Flow Yield | -4.46% | 4.05% | -8.51 | TW | /fcf-yield <GO> |
| Operating Margin | 6.20% | 40.70% | -34.50 | TW | /operating-margins <GO> |
| Net Profit Margin | 5.10% | 39.60% | -34.50 | TW | /net-margins <GO> |
| Revenue Growth (YoY) | 37.20% | 18.90% | +18.30 | LPLA | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety ACTIVE | 0.43% | 0.00% | +0.43 | LPLA | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 5/9 | 9/9 | -4.00 | TW | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 31.8 | 60.3 | -28.50 | TW | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.11 | 0.99 | +0.12 | LPLA | /macro-sensitivity <GO> |
| Forward P/E Multiple | 21.4x | 28.7x | -7.30 | LPLA | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $22.01B | $27.82B | -$5.81B | TW | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | LPLA REV | TW REV | LPLA GROSS % | TW GROSS % | LPLA FCF | TW FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $16.99B | $2.05B | — | — | -$981.8M | $1.13B |
| FY 2024 | $12.39B | $1.73B | — | — | -$284.9M | $856.8M |
| FY 2023 | $10.05B | $1.34B | — | — | $60.2M | $685.9M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
LPLA // BETA 1.11
TW // BETA 0.99