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.
LPLA
LPL Financial Holdings Inc.
$315.61Financial ServicesDelayed quote: Oct 2, 2026, 3:50 PM EDT
PFG
Principal Financial Group, Inc.
$112.04Financial ServicesDelayed quote: Oct 2, 2026, 3:50 PM EDT
Total return — LPLA vs PFG
growth of $100 · dividends reinvested · last 10yLPLA +1020.4% (+27.3%/yr)PFG +216.3% (+12.2%/yr)LPLA compounded faster over this window
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
| Metric | LPLA | PFG |
|---|---|---|
| P/E ratio | N/A | 15.94 |
| Forward P/E | 13.29 | 11.67 |
| PEG ratio | N/A | 20.43 |
| P/S ratio | N/A | 1.53 |
| P/B ratio | N/A | 1.98 |
Profitability
| Metric | LPLA | PFG |
|---|---|---|
| Gross margin | 25.59% | 48.54% |
| Operating margin | 13.45% | 12.13% |
| Net margin | 5.08% | 9.86% |
| ROE | 16.15% | 12.74% |
Dividends
| Metric | LPLA | PFG |
|---|---|---|
| Dividend yield | 0.38% | 2.90% |
| Payout ratio | N/A | 46.23% |
Growth (annualized)
| Metric | LPLA | PFG |
|---|---|---|
| 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.
Go deeper
Dig into the metrics
Principal Financial P/E ratioLPL Financial dividend yieldPrincipal Financial dividend yieldLPL Financial ROEPrincipal Financial ROELPL Financial operating marginPrincipal Financial operating marginLPL Financial revenue growthPrincipal Financial revenue growth
LPL Financial & Principal Financial appear in these rankings
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.