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.

Compare

Total return — LPLA vs WRB

growth of $100 · dividends reinvested · last 10y
LPLA +1020.4% (+27.3%/yr)WRB +396.4% (+17.4%/yr)LPLA compounded faster over this window
05001kStart $10020182020202220242026$1,120$496
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

MetricLPLAWRB
P/E ratioN/A14.17
Forward P/E13.3414.16
PEG ratioN/A0.49
P/S ratioN/A1.43
P/B ratioN/A2.52

Profitability

MetricLPLAWRB
Gross margin25.59%19.81%
Operating margin13.45%13.69%
Net margin5.08%10.71%
ROE16.15%18.89%

Dividends

MetricLPLAWRB
Dividend yield0.38%1.86%
Payout ratioN/A26.28%

Growth (annualized)

MetricLPLAWRB
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.

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.