← Back to Screener
LPL Financial Holdings Inc. (LPLA)
Price$312.57
Favorite Metrics
Price vs S&P 500 (26W)-2.05%
Price vs S&P 500 (4W)9.19%
Market Capitalization$26.58B
P/E Ratio (Annual)30.79x
Indicated Dividend Yield (Annual)0.36%
All Metrics
P/CF (Annual)92.19x
Book Value / Share (Quarterly)$66.76
P/TBV (Annual)14.20x
Indicated Dividend (Annual)$1.20
Revenue Growth (3Y)25.47%
Cash Flow / Share (Quarterly)$-12.26
Payout Ratio (TTM)7.89%
Price vs S&P 500 (YTD)-9.85%
Gross Margin (TTM)98.95%
Net Profit Margin (TTM)5.08%
EPS (TTM)$11.01
10-Day Avg Trading Volume0.77M
EPS Excl Extra (TTM)$11.01
Revenue Growth (5Y)23.68%
EPS (Annual)$10.92
Dividend / Share (Annual)$1.22
ROI (Annual)6.85%
Gross Margin (Annual)98.95%
Net Profit Margin (5Y Avg)8.01%
Cash / Share (Quarterly)$35.34
P/E Basic Excl Extra (TTM)30.79x
Revenue Growth QoQ (YoY)40.43%
EPS Growth (5Y)13.26%
P/E Normalized (Annual)30.79x
ROA (Last FY)4.67%
Revenue Growth TTM (YoY)37.18%
EBITD / Share (TTM)$27.64
ROE (5Y Avg)34.02%
Operating Margin (TTM)9.14%
Cash Flow / Share (Annual)$-12.26
P/B Ratio4.97x
P/B Ratio (Quarterly)5.35x
Net Income / Employee (Annual)$0
EV / Revenue (TTM)1.82x
Net Interest Coverage (TTM)3.85x
ROA (TTM)5.08%
EPS Growth QoQ (YoY)4.13%
EV / EBITDA (TTM)14.20x
EPS Incl Extra (Annual)$10.92
Current Ratio (Annual)2.30x
Quick Ratio (Quarterly)2.23x
3-Month Avg Trading Volume0.91M
52-Week Price Return6.65%
EV / Free Cash Flow (Annual)22.88x
P/E Incl Extra (TTM)30.79x
Revenue / Employee (TTM)$2
Tangible BV / Share (Quarterly)$25.15
P/S Ratio (Annual)1.56x
Asset Turnover (Annual)0.92x
52-Week High$403.57
Operating Margin (5Y Avg)12.47%
EPS Excl Extra (Annual)$10.92
CapEx CAGR (5Y)29.68%
Tangible BV CAGR (5Y)17.03%
26-Week Price Return1.93%
Quick Ratio (Annual)2.23x
13-Week Price Return-9.29%
Total Debt / Equity (Annual)1.36x
Current Ratio (Quarterly)2.30x
Enterprise Value$31,004.382
Revenue / Share Growth (5Y)24.18%
Asset Turnover (TTM)1.00x
Book Value / Share Growth (5Y)32.19%
Revenue / Employee (Annual)$2
Pretax Margin (Annual)6.77%
Cash / Share (Annual)$35.34
3-Month Return Std Dev42.11%
Gross Margin (5Y Avg)98.95%
Net Income / Employee (TTM)$0
EBITDA CAGR (5Y)19.15%
EBITDA Interim CAGR (5Y)26.09%
ROE (Last FY)16.15%
Net Interest Coverage (Annual)3.85x
EPS Basic Excl Extra (Annual)$10.92
P/FCF (TTM)29.86x
Receivables Turnover (TTM)4.50x
EV / Free Cash Flow (TTM)17.64x
Total Debt / Equity (Quarterly)1.36x
EPS Incl Extra (TTM)$11.01
Receivables Turnover (Annual)4.50x
ROI (TTM)7.42%
Dividend Growth Rate (5Y)4.26%
P/S Ratio (TTM)1.56x
Pretax Margin (5Y Avg)10.62%
Revenue / Share (Annual)$214.89
Tangible BV / Share (Annual)$25.15
Forward P/E13.90x
Price vs S&P 500 (52W)-23.18%
P/E Ratio (TTM)30.79x
EPS Growth TTM (YoY)-21.52%
Year-to-Date Return-7.21%
5-Day Price Return5.35%
EPS Normalized (Annual)$10.92
ROA (5Y Avg)7.51%
Net Profit Margin (Annual)5.08%
Month-to-Date Return10.17%
Cash Flow / Share (TTM)$19.00
EBITD / Share (Annual)$27.61
EPS Growth (3Y)1.62%
Operating Margin (Annual)9.14%
LT Debt / Equity (Annual)1.36x
ROI (5Y Avg)12.85%
P/E Excl Extra (TTM)30.79x
LT Debt / Equity (Quarterly)1.36x
EPS Basic Excl Extra (TTM)$11.01
P/TBV (Quarterly)14.20x
Payout Ratio (Annual)10.94%
P/B Ratio (Annual)5.35x
Dividend / Share (TTM)$1.22
Pretax Margin (TTM)6.77%
Book Value / Share (Annual)$66.76
Price vs S&P 500 (13W)-9.98%
Net Margin Growth (5Y)-8.80%
Dividend Yield (TTM)0.36%
Beta0.59x
P/FCF (Annual)243.08x
Revenue / Share (TTM)$211.15
ROE (TTM)18.57%
52-Week Low$281.51
Analyst Recommendations
Jan 2026
Feb 2026
Mar 2026
Apr 2026
4.05
4.05
4.05
4.05
Industry Peers — Securities & Commodities(11)
| Symbol | P/E Ratio (Annual) | ROE (TTM) | Operating Margin (TTM) | Revenue Growth TTM (YoY) | Price |
|---|---|---|---|---|---|
LPLALPL Financial Holdings Inc. | 30.79x | 18.57% | 9.14% | 37.18% | $312.57 |
CMECME Group Inc. | 26.38x | 14.58% | 81.31% | 20.06% | $296.22 |
ICEIntercontinental Exchange Inc. | 27.88x | 11.63% | 39.00% | 7.47% | $163.75 |
NDAQNasdaq, Inc. Common Stock | 28.25x | 15.02% | 29.40% | 11.08% | $88.87 |
CBOECboe Global Markets, Inc. | 29.44x | 22.99% | 31.12% | 15.13% | $309.38 |
TWTradeweb Markets Inc. Class A Common Stock | 35.05x | 13.10% | 40.70% | 18.92% | $121.96 |
SNEXStoneX Group Inc. Common Stock | 26.32x | 16.43% | 0.33% | 32.54% | $104.32 |
BGCBGC Group, Inc. Class A Common Stock | 35.69x | 16.18% | 8.49% | 29.99% | $11.67 |
SOSSOS Limited | — | -3.86% | -8.25% | 134.43% | $1.10 |
GSIWGarden Stage Limited Class A Ordinary Shares | — | -81.43% | -121.19% | 319.70% | $23.95 |
TOPTOP Financial Group Limited Class A Ordinary Shares | — | -15.26% | -118.99% | 59.47% | $0.81 |
About
LPL Financial is the largest U.S. independent broker-dealer, with 32,000+ affiliated advisors managing $2.4 trillion in assets and serving 11 million customer accounts. Revenue is primarily derived from interest income on client cash balances, advisory fees, commissions, and ancillary services including recordkeeping and software tools. The platform serves advisors across multiple business models, from traditional employment to pure RIA custody arrangements.