LPLA vs SCHW: fair value comparison
LPL Financial Holdings Inc. and The Charles Schwab Corporation · Updated 2026-10-19
Both currently screen as undervalued on TickrTrends' Forward Fair Value model. Within Financial Services, LPLA currently sits closer to the top of our ranking by discount to fair value. SCHW carries the stronger quality grade.
| LPLA | SCHW | |
|---|---|---|
| Verdict | Undervalued | Undervalued |
| Last price | $320.96 | $96.70 |
| 12-month range | $265.86–$393.25 | $85.35–$113.65 |
| Rank by discount to fair value | #10 of 167 Financial Services | #14 of 167 Financial Services |
| Quality grade | D | C |
| Leverage | Moderate | Low |
| Margin trend | Contracting | Expanding |
| Revenue growth | High | High |
| RSI zone | Neutral | Oversold |
| 50/200-day trend | Mixed | — |
| 52-week position | The lower-middle quarter | The lower-middle quarter |
Full single-stock breakdowns: LPLA fair value analysis · SCHW fair value analysis