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Business Description
LPL Financial Holdings Inc
NAICS : 523110
SIC : 6211
ISIN : US50212V1008
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Traded in other countries / regions
LPLA.USA7LI.GermanyLPLA.Mexico Index Membership
Russell 1000Russell 3000 IPO Date
2010-11-18Description
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 2024, the company had over 29,000 advisors on its platform managing $1.7 trillion of client assets. The company doesn't have material operations outside the United States.
Financial Strength
6/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| Cash-To-Debt | 0.18 | |||||
| Equity-to-Asset | 0.22 | |||||
| Debt-to-Equity | 1.96 | |||||
| Debt-to-EBITDA | 2.72 | |||||
| Interest Coverage | 6.08 | |||||
| Piotroski F-Score | 5/9 | |||||
| Altman Z-Score | 3.58 | |||||
| Beneish M-Score | -1.78 | |||||
| WACC vs ROIC | ||||||
Growth Rank
10/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| 3-Year Revenue Growth Rate | 20.2 | |||||
| 3-Year EBITDA Growth Rate | 34.7 | |||||
| 3-Year EPS without NRI Growth Rate | 41.3 | |||||
| 3-Year Book Growth Rate | 23.4 | |||||
| Future 3-5Y EPS without NRI Growth Rate Estimate | 17.42 | |||||
| Future 3-5Y Total Revenue Growth Rate Estimate | 13.83 |
Momentum Rank
6/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| 5-Day RSI | 62.25 | |||||
| 9-Day RSI | 53.57 | |||||
| 14-Day RSI | 49.9 | |||||
| 3-1 Month Momentum % | -5.15 | |||||
| 6-1 Month Momentum % | 30.42 | |||||
| 12-1 Month Momentum % | 29.18 |
Liquidity Ratio
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| Current Ratio | 1.62 | |||||
| Quick Ratio | 1.62 | |||||
| Cash Ratio | 0.24 | |||||
| Days Sales Outstanding | 19.79 | |||||
| Days Payable | 112.97 |
Dividend & Buy Back
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| Dividend Yield % | 0.38 | |||||
| Dividend Payout Ratio | 0.07 | |||||
| 3-Year Dividend Growth Rate | 6.3 | |||||
| Forward Dividend Yield % | 0.38 | |||||
| 5-Year Yield-on-Cost % | 0.47 | |||||
| 3-Year Average Share Buyback Ratio | 2.3 | |||||
| Shareholder Yield % | -4.42 |
Profitability Rank
9/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| Gross Margin % | 27.21 | |||||
| Operating Margin % | 13.46 | |||||
| Net Margin % | 8.55 | |||||
| FCF Margin % | -2.3 | |||||
| ROE % | 42.12 | |||||
| ROA % | 9.1 | |||||
| ROIC % | 16.99 | |||||
| 3-Year ROIIC % | 16.18 | |||||
| ROC (Joel Greenblatt) % | 142.56 | |||||
| ROCE % | 20.72 | |||||
| Years of Profitability over Past 10-Year | 10 |
GF Value Rank
7/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| PE Ratio | 22.5 | |||||
| Forward PE Ratio | 17.14 | |||||
| PE Ratio without NRI | 19.14 | |||||
| Shiller PE Ratio | 41.72 | |||||
| PEG Ratio | 0.85 | |||||
| PS Ratio | 1.92 | |||||
| PB Ratio | 8.05 | |||||
| Price-to-Operating-Cash-Flow | 86.07 | |||||
| EV-to-EBIT | 17.84 | |||||
| EV-to-Forward-EBIT | 16.21 | |||||
| EV-to-EBITDA | 14.09 | |||||
| EV-to-Forward-EBITDA | 12.15 | |||||
| EV-to-Revenue | 2.4 | |||||
| EV-to-Forward-Revenue | 2.06 | |||||
| EV-to-FCF | -104.35 | |||||
| Price-to-GF-Value | 0.92 | |||||
| Price-to-Projected-FCF | 2.43 | |||||
| Price-to-DCF (Earnings Based) | 0.61 | |||||
| Price-to-Median-PS-Value | 1.4 | |||||
| Price-to-Peter-Lynch-Fair-Value | 0.77 | |||||
| Earnings Yield (Greenblatt) % | 5.61 | |||||
| FCF Yield % | -1.13 | |||||
| Forward Rate of Return (Yacktman) % | 21.77 |
Operating Revenue by Business Segment
Operating Revenue by Geographic Region
Historical Operating Revenue by Business Segment
Historical Operating Revenue by Geographic Region
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Performance
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Annualized Return % Â
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LPL Financial Holdings Inc Executives
DetailsAnalyst Estimate
Key Statistics
| Name | Value | ||
|---|---|---|---|
| Revenue (TTM) (Mil $) | 12,385.107 | ||
| EPS (TTM) ($) | 14.04 | ||
| Beta | 0.62 | ||
| 3-Year Sharpe Ratio | 0.65 | ||
| 3-Year Sortino Ratio | 1.01 | ||
| Volatility % | 39.21 | ||
| 14-Day RSI | 49.9 | ||
| 14-Day ATR ($) | 16.541184 | ||
| 20-Day SMA ($) | 311.58175 | ||
| 12-1 Month Momentum % | 29.18 | ||
| 52-Week Range ($) | 187.19 - 384.04 | ||
| Shares Outstanding (Mil) | 79.97 |
Piotroski F-Score Details
Year:
| Component | Result | ||
|---|---|---|---|
| Piotroski F-Score | 5 | ||
| Positive ROA | |||
| Positive CFROA | |||
| Higher ROA yoy | |||
| CFROA > ROA | |||
| Lower Leverage yoy | |||
| Higher Current Ratio yoy | |||
| Less Shares Outstanding yoy | |||
| Higher Gross Margin yoy | |||
| Higher Asset Turnover yoy |
LPL Financial Holdings Inc Filings
| Filing Date | Document Date | Form | ||
|---|---|---|---|---|
| No Filing Data | ||||
LPL Financial Holdings Inc Stock Events
| Event | Date | Price ($) | ||
|---|---|---|---|---|
| No Event Data | ||||
LPL Financial Holdings Inc Frequently Asked Questions
What is LPL Financial Holdings Inc(LPLA)'s stock price today?
The current price of LPLA is $315.84. The 52 week high of LPLA is $384.04 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 2025-05-08.
Does LPL Financial Holdings Inc(LPLA) pay dividends? If so, how much?
The Dividend Yield %  of LPL Financial Holdings Inc(LPLA) is 0.38% (As of Today), Highest Dividend Payout Ratio of LPL Financial Holdings Inc(LPLA) was 0.47. The lowest was 0.07. And the median was 0.17. The  Forward Dividend Yield % of LPL Financial Holdings Inc(LPLA) is 0.38%. For more information regarding to dividend, please check our Dividend Page.
Press Release
| Subject | Date | |||
|---|---|---|---|---|
| No Press Release | ||||
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