COMP <GO>
LPLA vs BRK-B // ALTMAN Z-SCORE & DEBT/EQUITY
LPL Financial Holdings Inc. (NASDAQ) VS. Berkshire Hathaway Inc. (NYSE) • 15-METRIC TALLY: LPLA 5
— BRK-B 9
▲ ALTMAN Z-SCORE & DEBT/EQUITY LEADER: BRK-B
LAST: $283.74 (+1.50%) • MKT CAP: $22.01B
balance-sheet
2.73
LAST: $542.49 (+0.10%) • MKT CAP: $1.16T
balance-sheet
2.85
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (LPLA VS. BRK-B)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | LPLA | BRK-B | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 8.50% | 11.47% | -2.97 | BRK-B | /roic <GO> |
| EV/EBITDA & P/E Valuation | 17.2x | 9.7x | +7.52 | BRK-B | /valuation <GO> |
| Free Cash Flow Yield | -4.46% | 2.09% | -6.55 | BRK-B | /fcf-yield <GO> |
| Operating Margin | 6.20% | 27.80% | -21.60 | BRK-B | /operating-margins <GO> |
| Net Profit Margin | 5.10% | 22.30% | -17.20 | BRK-B | /net-margins <GO> |
| Revenue Growth (YoY) | 37.20% | 3.93% | +33.27 | LPLA | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.43% | 0.00% | +0.43 | LPLA | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity ACTIVE | 2.73 | 2.85 | -0.12 | BRK-B | /balance-sheet <GO> |
| Piotroski F-Score Quality | 5/9 | 4/9 | +1.00 | LPLA | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.30% | 3.55% | +3.75 | BRK-B | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 33.2 | 66.8 | -33.63 | BRK-B | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.11 | 0.61 | +0.50 | LPLA | /macro-sensitivity <GO> |
| Forward P/E Multiple | 21.4x | 24.3x | -2.94 | LPLA | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $22.01B | $1.16T | -$1.14T | BRK-B | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | LPLA REV | BRK-B REV | LPLA GROSS % | BRK-B GROSS % | LPLA FCF | BRK-B FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $16.99B | $371.44B | 44.0% | — | -$981.8M | $25.04B |
| FY 2024 | $12.39B | $371.43B | 44.0% | — | -$284.9M | $11.62B |
| FY 2023 | $10.05B | $364.48B | 44.0% | — | $60.2M | $29.79B |
| FY 2022 | — | $302.02B | — | — | — | $21.89B |
| FY 2021 | — | $276.19B | — | — | — | $26.15B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
LPLA // BETA 1.11
BRK-B // BETA 0.61