LPL Financial Holdings Inc. (LPLA) vs W. R. Berkley Corporation (WRB)
A side-by-side comparison of LPL Financial Holdings Inc. and W. R. Berkley Corporation 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.
$316.88Financial ServicesDelayed quote: Oct 2, 2026, 3:55 PM EDT
WRB
W. R. Berkley Corporation
$69.01Financial ServicesDelayed quote: Oct 2, 2026, 3:55 PM EDT
Total return — LPLA vs WRB
growth of $100 · dividends reinvested · last 10yLPLA +1020.4% (+27.3%/yr)WRB +396.4% (+17.4%/yr)LPLA compounded faster over this window
LPLA WRB
LPLA vs WRB: by the numbers
- •WRB is the larger company ($25.69B vs $25.34B market cap).
- •WRB converts more revenue to profit (10.71% vs 5.08% net margin).
- •LPLA grew revenue faster over the past five years (23.68% vs 15.38% CAGR).
- •WRB pays the higher dividend yield (1.86% vs 0.38%).
Metrics side by side
Valuation
| Metric | LPLA | WRB |
|---|---|---|
| P/E ratio | N/A | 14.17 |
| Forward P/E | 13.34 | 14.16 |
| PEG ratio | N/A | 0.49 |
| P/S ratio | N/A | 1.43 |
| P/B ratio | N/A | 2.52 |
Profitability
| Metric | LPLA | WRB |
|---|---|---|
| Gross margin | 25.59% | 19.81% |
| Operating margin | 13.45% | 13.69% |
| Net margin | 5.08% | 10.71% |
| ROE | 16.15% | 18.89% |
Dividends
| Metric | LPLA | WRB |
|---|---|---|
| Dividend yield | 0.38% | 1.86% |
| Payout ratio | N/A | 26.28% |
Growth (annualized)
| Metric | LPLA | WRB |
|---|---|---|
| Revenue CAGR (5Y) | 23.68% | 15.38% |
| EPS CAGR (5Y) | 12.98% | 28.88% |
| Total return CAGR (5Y) | 14.80% | 18.50% |
Frequently asked
- Which has grown faster, LPLA or WRB?
- Over the past five years, LPLA grew revenue faster — LPLA at a 23.68% CAGR versus WRB at 15.38%.
- Does LPLA or WRB pay a bigger dividend?
- LPLA yields 0.38% and WRB yields 1.86% based on trailing dividends and the latest price.
- Is LPLA or WRB more profitable?
- WRB runs the higher net margin — LPLA at 5.08% versus WRB at 10.71%.
- How have LPLA and WRB total returns compared?
- Over the past 10 years, LPLA delivered 27.69% and WRB delivered 17.33% annualized total return. Past performance doesn't predict future results.
Go deeper
Dig into the metrics
W. R. Berkley P/E ratioLPL Financial dividend yieldW. R. Berkley dividend yieldLPL Financial ROEW. R. Berkley ROELPL Financial operating marginW. R. Berkley operating marginLPL Financial revenue growthW. R. Berkley revenue growth
LPL Financial & W. R. Berkley 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.