Sifting through countless of stocks in the Capital Markets industry can be tedious, and sometimes two stocks are just too similar to judge which is the better investment. If you’re on the fence about investing in Tradeweb Markets Inc. or LPL Financial Holdings Inc. because you’re not sure how they measure up, it’s important to compare them on a few factors before making your decision.

Read on to learn how Tradeweb Markets Inc. and LPL Financial Holdings Inc. compare based on key financial metrics to determine which better meets your investment needs.

About Tradeweb Markets Inc. and LPL Financial Holdings Inc.

Tradeweb Markets Inc. builds and operates electronic marketplaces in the United States and internationally. The company offers marketplaces that facilitate trading products across various asset classes, including rates, credit, equities, and money markets. It also provides pre-trade data and analytics, such as AI-Price, SNAP+, iNAV for ETFs, integrations, and LSEG market data; and trade execution comprising request-for-quote, request-for-market, request-for-stream, list trading, compression, blast all-to-all, click-to-trade, portfolio trading, session-based, central limit order book, bilateral firm streams, inventory-based, rematch, voice, futures vs. cash spreading, and dealer algorithmic suite. In addition, the company offers trade processing; and post-trade data, analytics, and reporting, which include transaction cost analysis, benchmark prices, and APA. It serves institutional, wholesale, retail, and corporate clients, such as asset managers, hedge funds, insurance companies, central banks, banks and dealers, proprietary trading firms, retail brokerage and financial advisory firms, regional dealers, and corporations. The company was founded in 1996 and is headquartered in New York, New York. Tradeweb Markets Inc. is a subsidiary of Refinitiv Parent Limited.

LPL Financial Holdings Inc., together with its subsidiaries, provides an integrated platform of brokerage and investment advisory services to independent financial advisors and financial advisors at institutions in the United States. The company’s brokerage offerings include variable and fixed annuities, mutual funds, equities, fixed income, alternative investments, retirement and 529 education savings plans, and insurance; and client cash programs consist of Federal Deposit Insurance Corporation (FDIC) insured bank sweep vehicles, and a client cash and money market account. It also provides fee-based platforms that provide access to mutual funds, exchange traded funds, stocks, bonds, certain options strategies, unit investment trusts, institutional money managers, and no-load multi-manager variable annuities. In addition, the company offers retirement solutions for commission and fee-based services that allow advisors to provide brokerage services, consultation, and advice to retirement plan sponsors. Further, it provides other services comprising tools and services that enable advisors to maintain and grow their practices; trust, investment management oversight, and custodial services for estates and families; an advisor-facing trading and portfolio rebalancing platform; insurance brokerage general agency services; and technology products, including proposal generation, investment analytics, and portfolio modeling. The company was formerly known as LPL Investment Holdings Inc. and changed its name to LPL Financial Holdings Inc. in June 2012. LPL Financial Holdings Inc. was founded in 1989 and is based in San Diego, California.

Latest Capital Markets and Tradeweb Markets Inc., LPL Financial Holdings Inc. Stock News

As of June 15, 2026, Tradeweb Markets Inc. had a $21.6 billion market capitalization, compared to the Capital Markets median of $3.2 million. Tradeweb Markets Inc.’s stock is down 5.4% in 2026, up 3.5% in the previous five trading days and down 26.68% in the past year.

Currently, Tradeweb Markets Inc.’s price-earnings ratio is 25.1. Tradeweb Markets Inc.’s trailing 12-month revenue is $2.2 billion with a 40.3% net profit margin. Year-over-year quarterly sales growth most recently was 21.2%. Analysts expect adjusted earnings to reach $4.054 per share for the current fiscal year. Tradeweb Markets Inc. currently has a 0.6% dividend yield.

As of June 15, 2026, LPL Financial Holdings Inc. had a $23.6 billion market cap, putting it in the 88th percentile of all stocks. LPL Financial Holdings Inc.’s stock is down 17.3% in 2026, up 4.1% in the previous five trading days and down 22.16% in the past year.

Currently, LPL Financial Holdings Inc.’s price-earnings ratio is 26.3. LPL Financial Holdings Inc.’s trailing 12-month revenue is $17.8 billion with a 5.0% net profit margin. Year-over-year quarterly sales growth most recently was 35.0%. Analysts expect adjusted earnings to reach $23.200 per share for the current fiscal year. LPL Financial Holdings Inc. currently has a 0.4% dividend yield.

How We Compare Tradeweb Markets Inc. and LPL Financial Holdings Inc. Stock Grades

Stock evaluation requires access to huge amounts of data and the knowledge and time to sift through it all, make sense of financial ratios, read income statements and analyze recent stock movements. AAII created A+ Investor, a robust data suite that condenses data research in an actionable and customizable way suitable for investors of all knowledge levels, to help investors streamline and work through such data.

AAII’s proprietary stock grades come with A+ Investor. These offer intuitive A‐F grades for each of five key investing factors: value, growth, momentum, earnings estimate revisions and quality. Here, we’ll take a closer look at Tradeweb Markets Inc. and LPL Financial Holdings Inc.’s stock grades to see how they measure up against one another.

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Tradeweb Markets Inc. and LPL Financial Holdings Inc. Stock Value Grades

Company	Ticker	Value
Tradeweb Markets Inc.	TW	D
LPL Financial Holdings Inc.	LPLA	D

Successful stock investing involves buying low and selling high, so stock valuation is an important consideration for stock selection.

Buying stocks that are going to go up typically means buying stocks that are undervalued in the first place, although momentum investors may argue that point.

AAII’s A+ Investor Value Grade derives from a stock’s value score. The Value Score is the percentile rank of the average of the percentile ranks of the price-to-sales ratio, price-earnings ratio, enterprise-value-to-EBITDA (EV/EBITDA) ratio, shareholder yield, price-to-book-value ratio and price-to-free-cash-flow ratio. The score is variable, meaning it can consider all six ratios or, should any of the six ratios not be valid, the remaining ratios that are valid. To be assigned a Value Score, stocks must have a valid (non-null) ratio and corresponding ranking for at least two of the six valuation ratios.

Stocks with a Value Score from 81 to 100 are considered deep value, those with a score between 61 and 80 are a good value and so on.

Tradeweb Markets Inc. has a Value Score of 28, which is Expensive. LPL Financial Holdings Inc. has a Value Score of 29, which is Expensive.

The Value Stock Winner: No Clear Winner

Neither Tradeweb Markets Inc. or LPL Financial Holdings Inc. has a high enough value grade to be considered a “winner.” Investors who are considering these companies should do additional due diligence and research to see if either could be a good addition to their portfolio. It’s important to look at a wide range of financial metrics in order to determine if Tradeweb Markets Inc. or LPL Financial Holdings Inc. is the better investment when it comes to value.

Tradeweb Markets Inc. and LPL Financial Holdings Inc. Growth Grades

Company	Ticker	Growth
Tradeweb Markets Inc.	TW	A
LPL Financial Holdings Inc.	LPLA	D

The foundation of growth investing is seeking out stocks of companies exhibiting strong, consistent and prolonged growth that is expected to continue into the future.

In order to compute the growth score and assign it a letter grade, the percentile ranks for each of three components‐consistency of annual sales growth, five-year sales growth rankings adjusted for extreme levels, and consistency of positive annual cash from operations‐must be determined. These three rank figures are added together, and the sum is ranked against the entire stock universe to arrive at a company’s Growth Score to create an equal distribution of grades.

The companies in the bottom 20% of the stock universe receive Growth Grades of F, considered to be very weak, while those in the top 20% receive A grades, which are considered very strong.

Tradeweb Markets Inc. has a Growth Score of 89, which is Very Strong. LPL Financial Holdings Inc. has a Growth Score of 40, which is Weak.

The Growth Grade Winner: Tradeweb Markets Inc.

As you can clearly see from the Growth Grade breakdown above, Tradeweb Markets Inc. has a more attractive growth grade than LPL Financial Holdings Inc.. For investors who focus solely on how a company is growing relative to other companies in the same industry, Tradeweb Markets Inc. could be a good stock to add to their portfolio. However, it’s important for investors to analyze multiple factors based on a wide range of metrics before deciding whether to buy.

Tradeweb Markets Inc. and LPL Financial Holdings Inc.’s Estimate Revisions Grades

Company	Ticker	Earnings Estimate
Tradeweb Markets Inc.	TW	B
LPL Financial Holdings Inc.	LPLA	C

Earnings estimate revisions scores consider the magnitude of a company’s earnings surprise in its last two reported fiscal quarters. Often, positive surprises beget further positive surprises‐or at least continued sales growth (the exact opposite is generally true, too).

Estimate revisions offer an indication of what analysts are thinking about the short-term prospects of a firm. Estimate revisions are based on the statistical significance of a firm’s last two quarterly earnings surprises and the percentage change in its consensus estimate for the current fiscal year over the past month and past three months.

Tradeweb Markets Inc. has a Earnings Estimate Score of 63, which is Positive. LPL Financial Holdings Inc. has a Earnings Estimate Score of 42, which is Neutral.

The Earnings Estimate Revisions Grade Winner: Tradeweb Markets Inc.

As you can clearly see from the Earnings Estimate Revisions Grade breakdown above, Tradeweb Markets Inc. has a better Earnings Estimate Revisions Grade than LPL Financial Holdings Inc.. For those who are specifically looking for companies with better short-term prospects when compared to other companies in the same industry, Tradeweb Markets Inc. could be a good stock to invest in. However, it’s important to analyze multiple factors based on a wide range of metrics before deciding whether to buy.

Other Tradeweb Markets Inc. and LPL Financial Holdings Inc. Grades

In addition to Value, Estimate Revisions and Growth, A+ Investor also provides grades for Momentum and Quality.

Momentum grades help uncover stocks experiencing anomalously high rates of return; research finds that stocks with high relative levels of momentum tend to outperform, whereas those with low levels of momentum tend to continue underperforming.

AAII’s A+ Investor Quality Grade comes from the ranking of key metrics. Specifically, the quality grade is the percentile rank of the composite of return on assets (ROA), return on invested capital (ROIC), gross profit relative to assets, buyback yield, change in total liabilities to assets, accruals, Z double prime bankruptcy risk (Z) score and F-Score.

These 2 key factors, when combined with the above, provide a holistic view into a particular stock. Further, by joining A+ Investor you can see whether Tradeweb Markets Inc. and LPL Financial Holdings Inc. pass any of our 60+ stock screens that have outperformed the market since their creation.

So, Which Is the Better Investment, Tradeweb Markets Inc. or LPL Financial Holdings Inc. Stock?

Overall, Tradeweb Markets Inc. stock has a Value Score of 28, Growth Score of 89 and Estimate Revisions Score of 63.

LPL Financial Holdings Inc. stock has a Value Score of 29, Growth Score of 40 and Estimate Revisions Score of 42.

Comparing Tradeweb Markets Inc. and LPL Financial Holdings Inc.’s grades, scores and metrics can act as a solid basis to determine whether they may be a good investment or not. You’ll also want to look at your portfolio’s asset allocation as well as your risk tolerance and financial goals to see if either of these stocks would make a good fit for you. AAII can help you figure out which investments align with your individual needs and preferences.

Investors are encouraged to do their own due diligence and research. In this way, individuals can effectively become managers of their own assets‐without having to rely on others for financial independence. You can count on AAII for timeless articles on financial planning and stock-picking, unbiased research and actionable analysis.

A+ Investor adds to our qualitative teaching with a powerful data suite to help you whittle down investment choices to find stocks, exchange-traded funds (ETFs) or mutual funds that meet your needs.

AAII Disclaimer

We make no representations or warranties that any investor will, or is likely to, achieve profits similar to those shown, because past, hypothetical or simulated performance is not necessarily indicative of future results. Before making an investment decision, you should consider your circumstances and whether the information on our content is applicable to your situation. This information was prepared in good faith, and we accept no liability for any errors or omissions. The full disclaimer can be read here.