LPL Financial Holdings Inc. (LPLA) vs Principal Financial Group, Inc. (PFG)

A side-by-side comparison of LPL Financial Holdings Inc. and Principal Financial Group, Inc. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of October 2, 2026. Differences are shown without an overall score or investment verdict.

Compare

Total return — LPLA vs PFG

growth of $100 · dividends reinvested · last 10y
LPLA +1020.4% (+27.3%/yr)PFG +216.3% (+12.2%/yr)LPLA compounded faster over this window
05001kStart $10020182020202220242026$1,120$316
LPLA PFG

LPLA vs PFG: by the numbers

  • •LPLA is the larger company ($25.24B vs $23.99B market cap).
  • •PFG converts more revenue to profit (9.86% vs 5.08% net margin).
  • •LPLA grew revenue faster over the past five years (23.68% vs 2.57% CAGR).
  • •PFG pays the higher dividend yield (2.90% vs 0.38%).

Metrics side by side

Valuation

MetricLPLAPFG
P/E ratioN/A15.94
Forward P/E13.2911.67
PEG ratioN/A20.43
P/S ratioN/A1.53
P/B ratioN/A1.98

Profitability

MetricLPLAPFG
Gross margin25.59%48.54%
Operating margin13.45%12.13%
Net margin5.08%9.86%
ROE16.15%12.74%

Dividends

MetricLPLAPFG
Dividend yield0.38%2.90%
Payout ratioN/A46.23%

Growth (annualized)

MetricLPLAPFG
Revenue CAGR (5Y)23.68%2.57%
EPS CAGR (5Y)12.98%0.93%
Total return CAGR (5Y)14.80%15.32%

Frequently asked

Which has grown faster, LPLA or PFG?
Over the past five years, LPLA grew revenue faster — LPLA at a 23.68% CAGR versus PFG at 2.57%.
Does LPLA or PFG pay a bigger dividend?
LPLA yields 0.38% and PFG yields 2.90% based on trailing dividends and the latest price.
Is LPLA or PFG more profitable?
PFG runs the higher net margin — LPLA at 5.08% versus PFG at 9.86%.
How have LPLA and PFG total returns compared?
Over the past 10 years, LPLA delivered 27.69% and PFG delivered 12.18% annualized total return. Past performance doesn't predict future results.

Figures are sourced from reported fundamentals and the latest end-of-day price. This comparison is informational only and is not investment advice. Past performance does not predict future results. See our methodology. Compiled by TGMCharts Research · data verified October 2, 2026.