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
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	0 1 2 3 4 5 6 7 8 9
Altman Z-Score	3.92	Distress Grey Safe
Beneish M-Score	-2.05	Manipulator Not Manipulator
WACC vs ROIC		WACC 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

6/10

	Name	Current	Vs Industry		Vs History
	5-Day RSI	57.15
	9-Day RSI	58.39
	14-Day RSI	62.35
	6-1 Month Momentum %	16.88
	12-1 Month Momentum %	44.78

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 %	0.36
	Dividend Payout Ratio	0.08
	3-Year Dividend Growth Rate	6.3
	Forward Dividend Yield %	0.36
	5-Year Yield-on-Cost %	0.42
	3-Year Average Share Buyback Ratio	2.1
	Shareholder Yield %	-3.3

Profitability Rank

9/10

	Name	Current	Vs Industry		Vs History
	Gross Margin %	27.82
	Operating Margin %	13.82
	Net Margin %	8.73
	FCF Margin %	0.83
	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	24.74
	Forward PE Ratio	17.26
	PE Ratio without NRI	20.88
	Shiller PE Ratio	45.26
	PEG Ratio	1.08
	PS Ratio	2.16
	PB Ratio	8.88
	Price-to-Tangible-Book	203.09
	Price-to-Free-Cash-Flow	258.25
	Price-to-Operating-Cash-Flow	41.5
	EV-to-EBIT	17.38
	EV-to-Forward-EBIT	16.69
	EV-to-EBITDA	13.85
	EV-to-Forward-EBITDA	13.22
	EV-to-Revenue	2.4
	EV-to-Forward-Revenue	2.08
	EV-to-FCF	288.08
	Price-to-Projected-FCF	2.34
	Price-to-DCF (Earnings Based)	0.68
	Price-to-DCF (FCF Based)	10.22
	Price-to-Median-PS-Value	1.62
	Price-to-Peter-Lynch-Fair-Value	0.92
	Price-to-Graham-Number	13.88
	Earnings Yield (Greenblatt) %	5.75
	FCF Yield %	0.39
	Forward Rate of Return (Yacktman) %	22.33

Financials (Next Earnings Date:2025-01-31 Est.)

Annual Quarterly TTM

LPLA's 30-Y Financials

AAPL

Income Statement Breakdown FY

Annual Quarterly

No Enough Data

AAPL

Balance Sheet Breakdown

Annual Quarterly

No Enough Data

AAPL

Cashflow Statement Breakdown

Annual Quarterly

No Enough Data

Historical Operating Revenue by Business Segment

Value % YoY

Historical Operating Revenue by Geographic Region

Value % YoY

See Details

5-Step DuPont Analysis as of

Annual Quarterly

No Enough Data

LPL Financial Holdings Inc Operating Data

Annual Quarterly

LPLA's Complete Operating Data

No operating data available for LPL Financial Holdings Inc.

Guru Trades

See Details

Insider Trades

See Details

Gurus Latest Trades with NAS:LPLA

No Available Data

Peter Lynch Chart

Y-axis scale:

Log Linear

Interactive Chart

Performance

Dividend

Log

Bar

Annualized Return %

Symbol	1 Week	1 Month	3 Months	6 Months	YTD	1 Year	3 Years	5 Years	10 Years

Total Annual Return %

Symbol	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015

LPL Financial Holdings Inc Executives

Details

GF Value: $315.2

LPLA

Valuation Chart

Year:

Warning Signs

Warning! GuruFocus detected 5 Medium warning signs with LPLA. Try a 7-Day Free Trial to check it out.

Analyst Estimate

Annual Quarterly

Key Statistics

	Name	Value
	Revenue (TTM) (Mil $)	11,516.585
	EPS (TTM) ($)	13.3
	Beta	0.42
	Volatility %	36.04
	14-Day RSI	62.35
	14-Day ATR ($)	7.243068
	20-Day SMA ($)	326.85
	12-1 Month Momentum %	44.78
	52-Week Range ($)	187.19 - 334.83
	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

10-K10-QForm 4Others

	Filing Date	Document Date	Form
No Filing Data

LPL Financial Holdings Inc Stock Events

Financials Calendars

	Event	Date	Price($)
No Event Data

LPL Financial Holdings Inc Frequently Asked Questions

What is LPL Financial Holdings Inc(LPLA)'s stock price today?

The current price of LPLA is $332.59. The 52 week high of LPLA is $334.83 and 52 week low is $187.19.

When is next earnings date of LPL Financial Holdings Inc(LPLA)?

The next earnings date of LPL Financial Holdings Inc(LPLA) is 2025-01-31 Est..

Does LPL Financial Holdings Inc(LPLA) pay dividends? If so, how much?

The Dividend Yield % of LPL Financial Holdings Inc(LPLA) is 0.36% (As of Today), Highest Dividend Payout Ratio of LPL Financial Holdings Inc(LPLA) was 0.47. The lowest was 0.08. And the median was 0.19. The Forward Dividend Yield % of LPL Financial Holdings Inc(LPLA) is 0.36%. For more information regarding to dividend, please check our Dividend Page.

Press Release

	Subject	Date
No Press Release

Headlines

No news.

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