LPL Financial vs ORIX

This page compares LPL Financial Holdings Inc. and ORIX Corporation, examining their business models, financial performance, and market context in a neutral, accessible way. It outlines operating approaches, revenue considerations, and competitive positioning to illuminate how these organisations differ. Educational content, not financial advice.

This page compares LPL Financial Holdings Inc. and ORIX Corporation, examining their business models, financial performance, and market context in a neutral, accessible way. It outlines operating appr...

Comparison Snapshot

Key Financial Metrics

LPLA

Metric

IX

$26.80B

Market Cap

$41.45B

34.62%

Potential Profit

-16.98%

Buy

Analyst Rating

Hold

Why It's Moving

LPL Financial Dips Amid Analyst Tweaks as Emerging Markets Optimism Fuels 2026 Growth Outlook

Shares dropped 6.3% on February 10, reflecting investor caution ahead of key updates.
JPMorgan trimmed its price target from $463 to $438 on October 21, yet kept a favorable stance on growth potential.
LPL Research spotlighted five drivers making emerging markets compelling for 2026, including accelerating earnings and AI momentum.

Sentiment:

🐃Bullish

IX Stock Warning: Why Analysts See -18% Downside Risk

Q3 earnings crushed expectations on Feb 9, driving a 5% surge to $34.31 intraday high as robust leasing and financial services signaled operational strength.
Hedge funds piled in post-earnings, yet institutional ownership remains low at 1.73%, amplifying volatility in this Japan-based financier's ADR.
Analyst consensus leans Buy with 60% support, but recent reports flag downside risks from elevated P/E at 13x and sector headwinds in real estate and energy segments.

Sentiment:

🐻Bearish

LPL Financial Dips Amid Analyst Tweaks as Emerging Markets Optimism Fuels 2026 Growth Outlook

Shares dropped 6.3% on February 10, reflecting investor caution ahead of key updates.
JPMorgan trimmed its price target from $463 to $438 on October 21, yet kept a favorable stance on growth potential.
LPL Research spotlighted five drivers making emerging markets compelling for 2026, including accelerating earnings and AI momentum.

Sentiment:

🐃Bullish

IX Stock Warning: Why Analysts See -18% Downside Risk

Q3 earnings crushed expectations on Feb 9, driving a 5% surge to $34.31 intraday high as robust leasing and financial services signaled operational strength.
Hedge funds piled in post-earnings, yet institutional ownership remains low at 1.73%, amplifying volatility in this Japan-based financier's ADR.
Analyst consensus leans Buy with 60% support, but recent reports flag downside risks from elevated P/E at 13x and sector headwinds in real estate and energy segments.

Sentiment:

🐻Bearish

Investment Analysis

LPL Financial

LPLA

Pros

LPL Financial reported a 16% year-over-year increase in adjusted EPS, demonstrating strong profitability growth.
Total advisory and brokerage assets increased 7% to $1.9 trillion in Q2 2025, indicating robust business expansion.
The company maintains a high advisor retention rate of 98%, supporting stable revenue and client relationships.

Considerations

LPL Financial has a relatively high debt-to-equity ratio of 1.41, increasing financial risk during downturns.
Stock price volatility is notable, with a 52-week range from $242.94 to $403.58, which may concern risk-averse investors.
Recent insider selling activity could signal concerns about future company performance among insiders.

ORIX

IX

Pros

ORIX has a diversified business portfolio spanning financial services and other sectors, reducing sector-specific risk.
The company has a strong presence in global markets, which supports growth opportunities and geographic revenue diversification.
ORIX demonstrates solid asset management capabilities with a track record of stable earnings generation.

Considerations

ORIX faces cyclicality risks due to its exposure to interest rates and economic cycles affecting financial services.
Regulatory environments in different countries may impact ORIX's operations and require ongoing adaptation costs.
The company could be vulnerable to global macroeconomic fluctuations, including currency and geopolitical risks.

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