Ranked #11 of 132 · scores higher than 92% of peers
Bars: peers in each 10-point band of the profitability score
13 peers with a profitability score of 90–100, including LPLA · Click a bar to see the companies
Why profitability scores 91?
Weighted metrics compared with all Banks & Insurance companies.
Mainly thanks to its return on assets and return on equity, which are stronger than most Banks & Insurance peers.
▲a higher return on shareholders' equity: stronger than 85% of peers. Return on equity: 17.5% vs peer median 10.7%
▲a higher return on assets: stronger than 90% of peers. Return on assets: 5.1% vs peer median 1.2%
Metric by metric
Position: dot = LPLA, ranked from the worst peer (left) to the best (right); tick = middle, shaded = middle half of peers.
Metric
LPLA
Peer median
Better than
Position among peers
Weight
Return on invested capitalHigher is better · 106 reported
15.8%
11.2%
68%
Context only
Operating marginHigher is better · 12 reported
9.1%
17.2%
18%
Context only
Return on assetsHigher is better · 132 reported
5.1%
1.3%
94%
50%
Return on equityHigher is better · 132 reported
18.6%
13.9%
76%
50%
Gross marginHigher is better · 136 reported
29.9%
0.0%
73%
Context only
Metrics with no weight are context only: for banks, brokers and insurers, free cash flow, EBITDA, gross margin and current ratio mostly reflect trading and funding flows, not the health of the business.
Scores are sector-relative percentiles from the latest snapshot, always calculated against the whole sector: narrowing the comparison group changes who you compare with, not the scores. Missing metrics are left out and the remaining weights rescaled. How we score
