COMP <GO>
LPLA vs BAC // EV/EBITDA & P/E VALUATION
LPL Financial Holdings Inc. (NASDAQ) VS. Bank of America Corporation (NYSE) • 15-METRIC TALLY: LPLA 5
— BAC 7
▲ EV/EBITDA & P/E VALUATION LEADER: LPLA
LAST: $279.54 (+3.85%) • MKT CAP: $22.01B
valuation
17.2x
LAST: $51.14 (+0.57%) • MKT CAP: $357.61B
valuation
30.2x
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (LPLA VS. BAC)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | LPLA | BAC | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 8.50% | 2.50% | +6.00 | LPLA | /roic <GO> |
| EV/EBITDA & P/E Valuation ACTIVE | 17.2x | 30.2x | -13.00 | LPLA | /valuation <GO> |
| Free Cash Flow Yield | -4.46% | 2.10% | -6.56 | BAC | /fcf-yield <GO> |
| Operating Margin | 6.20% | 32.90% | -26.70 | BAC | /operating-margins <GO> |
| Net Profit Margin | 5.10% | 27.00% | -21.90 | BAC | /net-margins <GO> |
| Revenue Growth (YoY) | 37.20% | 6.80% | +30.40 | LPLA | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 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 | 7/9 | -2.00 | BAC | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 31.8 | 38.3 | -6.50 | BAC | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.11 | 0.90 | +0.21 | LPLA | /macro-sensitivity <GO> |
| Forward P/E Multiple | 21.4x | 10.9x | +10.50 | BAC | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $22.01B | $357.61B | -$335.60B | BAC | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | LPLA REV | BAC REV | LPLA GROSS % | BAC GROSS % | LPLA FCF | BAC FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $16.99B | $113.10B | — | — | -$981.8M | $7.52B |
| FY 2024 | $12.39B | $105.86B | — | — | -$284.9M | -$13.57B |
| FY 2023 | $10.05B | $102.77B | — | — | $60.2M | $40.36B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
LPLA // BETA 1.11
BAC // BETA 0.90