Business Description
LPL Financial Holdings Inc
NAICS : 523110
SIC : 6211
ISIN : US50212V1008
Compare
Compare
Traded in other countries / regions
LPLA.USA7LI.GermanyLPLA.Mexico IPO Date
2011-02-01Description
LPL Financial Holdings is an independent broker/dealer that provides a platform of proprietary technology, brokerage, and investment advisory services to financial advisors and institutions. As of the end of September 2024, the company had over 23,000 advisors on its platform managing $1.6 trillion of client assets. The company doesn't have material operations outside of the United States.
Financial Strength
6/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| Cash-To-Debt | 0.34 | |||||
| Equity-to-Asset | 0.23 | |||||
| Debt-to-Equity | 1.69 | |||||
| Debt-to-EBITDA | 2.34 | |||||
| Interest Coverage | 6.46 | |||||
| Piotroski F-Score | 5/9 | |||||
| Altman Z-Score | 3.94 | |||||
| Beneish M-Score | -2.05 | |||||
| WACC vs ROIC | ||||||
Growth Rank
10/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| 3-Year Revenue Growth Rate | 21.1 | |||||
| 3-Year EBITDA Growth Rate | 31.3 | |||||
| 3-Year EPS without NRI Growth Rate | 38.9 | |||||
| 3-Year FCF Growth Rate | -43.7 | |||||
| 3-Year Book Growth Rate | 19 | |||||
| Future 3-5Y EPS without NRI Growth Rate | 12.73 | |||||
| Future 3-5Y Total Revenue Growth Rate | 16.46 |
Momentum Rank
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| 5-Day RSI | 51.87 | |||||
| 9-Day RSI | 59.19 | |||||
| 14-Day RSI | 64.57 | |||||
| 6-1 Month Momentum % | 12.12 | |||||
| 12-1 Month Momentum % | 46.39 |
Liquidity Ratio
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| Current Ratio | 2.06 | |||||
| Quick Ratio | 2.06 | |||||
| Cash Ratio | 0.49 | |||||
| Days Sales Outstanding | 20.73 | |||||
| Days Payable | 121.38 |
Dividend & Buy Back
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| Dividend Yield % | 0.35 | |||||
| Dividend Payout Ratio | 0.08 | |||||
| 3-Year Dividend Growth Rate | 6.3 | |||||
| Forward Dividend Yield % | 0.36 | |||||
| 5-Year Yield-on-Cost % | 0.4 | |||||
| 3-Year Average Share Buyback Ratio | 2.1 | |||||
| Shareholder Yield % | -3.26 |
Profitability Rank
9/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| Gross Margin % | 27.82 | |||||
| Operating Margin % | 13.82 | |||||
| Net Margin % | 8.73 | |||||
| FCF Margin % | 0.8 | |||||
| ROE % | 42.87 | |||||
| ROA % | 9.25 | |||||
| ROIC % | 17.56 | |||||
| ROC (Joel Greenblatt) % | 144.83 | |||||
| ROCE % | 21.33 | |||||
| Years of Profitability over Past 10-Year | 10 |
GF Value Rank
6/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| PE Ratio | 25.01 | |||||
| Forward PE Ratio | 17.48 | |||||
| PE Ratio without NRI | 21.1 | |||||
| Shiller PE Ratio | 45.73 | |||||
| PEG Ratio | 1.09 | |||||
| PS Ratio | 2.18 | |||||
| PB Ratio | 8.98 | |||||
| Price-to-Tangible-Book | 205.23 | |||||
| Price-to-Free-Cash-Flow | 261.04 | |||||
| Price-to-Operating-Cash-Flow | 41.96 | |||||
| EV-to-EBIT | 17.43 | |||||
| EV-to-Forward-EBIT | 16.69 | |||||
| EV-to-EBITDA | 13.89 | |||||
| EV-to-Forward-EBITDA | 13.22 | |||||
| EV-to-Revenue | 2.41 | |||||
| EV-to-Forward-Revenue | 2.08 | |||||
| EV-to-FCF | 288.85 | |||||
| Price-to-Projected-FCF | 2.33 | |||||
| Price-to-DCF (Earnings Based) | 0.7 | |||||
| Price-to-DCF (FCF Based) | 10.99 | |||||
| Price-to-Median-PS-Value | 1.62 | |||||
| Price-to-Peter-Lynch-Fair-Value | 0.92 | |||||
| Price-to-Graham-Number | 13.88 | |||||
| Earnings Yield (Greenblatt) % | 5.74 | |||||
| FCF Yield % | 0.39 | |||||
| Forward Rate of Return (Yacktman) % | 22.3 |
Historical Operating Revenue by Business Segment
Historical Operating Revenue by Geographic Region
Guru Trades
See DetailsInsider Trades
See DetailsPeter Lynch Chart
Performance
Dividend
Log
Bar
Annualized Return % Â
Total Annual Return % Â
LPL Financial Holdings Inc Executives
DetailsAnalyst Estimate
Key Statistics
| Name | Value | ||
|---|---|---|---|
| Revenue (TTM) (Mil €) | 10,554.653 | ||
| EPS (TTM) (€) | 12.192 | ||
| Beta | 0 | ||
| Volatility % | 41.2 | ||
| 14-Day RSI | 64.57 | ||
| 14-Day ATR (€) | 4.098844 | ||
| 20-Day SMA (€) | 310.7 | ||
| 12-1 Month Momentum % | 46.39 | ||
| 52-Week Range (€) | 172 - 320 | ||
| Shares Outstanding (Mil) | 74.88 |
Piotroski F-Score Details
Year:
| Component | Result | ||
|---|---|---|---|
| Piotroski F-Score | 5 | ||
| Positive ROA | |||
| Positive CFROA | |||
| Higher ROA yoy | |||
| CFROA > ROA | |||
| Lower Leverage yoy | |||
| Higher Current Ratio yoy | |||
| Less Shares Outstanding yoy | |||
| Higher Gross Margin yoy | |||
| Higher Asset Turnover yoy |
LPL Financial Holdings Inc Filings
| Filing Date | Document Date | Form | ||
|---|---|---|---|---|
| No Filing Data | ||||
LPL Financial Holdings Inc Stock Events
| Event | Date | Price(€) | ||
|---|---|---|---|---|
| No Event Data | ||||
LPL Financial Holdings Inc Frequently Asked Questions
What is LPL Financial Holdings Inc(FRA:7LI)'s stock price today?
The current price of FRA:7LI is €314.00. The 52 week high of FRA:7LI is €320.00 and 52 week low is €172.00.
When is next earnings date of LPL Financial Holdings Inc(FRA:7LI)?
The next earnings date of LPL Financial Holdings Inc(FRA:7LI) is 2025-01-31 Est..
Does LPL Financial Holdings Inc(FRA:7LI) pay dividends? If so, how much?
The Dividend Yield %  of LPL Financial Holdings Inc(FRA:7LI) is 0.35% (As of Today), Highest Dividend Payout Ratio of LPL Financial Holdings Inc(FRA:7LI) was 0.47. The lowest was 0.08. And the median was 0.19. The  Forward Dividend Yield % of LPL Financial Holdings Inc(FRA:7LI) is 0.36%. For more information regarding to dividend, please check our Dividend Page.
Press Release
| Subject | Date | |||
|---|---|---|---|---|
| No Press Release | ||||
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers