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LPL Financial Holdings Inc. (LPLA)
Price$275.04
Value ScoreC
Growth ScoreC
Momentum ScoreF
Favorite Metrics
Price vs S&P 500 (26W)-36.08%
Price vs S&P 500 (4W)-19.05%
VGM Score38.80
Market Capitalization$21.90B
P/E Ratio (Annual)25.37x
Indicated Dividend Yield (Annual)0.44%
All Metrics
P/CF (Annual)92.19x
Book Value / Share (Quarterly)$70.90
P/TBV (Annual)14.20x
Indicated Dividend (Annual)$1.20
Revenue Growth (3Y)25.47%
Cash Flow / Share (Quarterly)$-13.44
Payout Ratio (TTM)7.75%
Price vs S&P 500 (YTD)-34.28%
Gross Margin (TTM)98.96%
Net Profit Margin (TTM)4.93%
EPS (TTM)$11.20
10-Day Avg Trading Volume1.25M
EPS Excl Extra (TTM)$11.20
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)$33.42
P/E Basic Excl Extra (TTM)24.31x
Revenue Growth QoQ (YoY)34.56%
EPS Growth (5Y)13.26%
P/E Normalized (Annual)25.37x
ROA (Last FY)4.67%
Revenue Growth TTM (YoY)38.08%
EBITD / Share (TTM)$28.66
ROE (5Y Avg)34.02%
Operating Margin (TTM)8.95%
Cash Flow / Share (Annual)$-12.26
P/B Ratio3.85x
P/B Ratio (Quarterly)4.24x
Net Income / Employee (Annual)$87,200
EV / Revenue (TTM)1.45x
Net Interest Coverage (TTM)3.85x
ROA (TTM)4.95%
EPS Growth QoQ (YoY)4.46%
EV / EBITDA (TTM)11.52x
EPS Incl Extra (Annual)$10.92
Current Ratio (Annual)2.30x
Quick Ratio (Quarterly)2.32x
3-Month Avg Trading Volume1.03M
52-Week Price Return-29.36%
EV / Free Cash Flow (Annual)22.88x
P/E Incl Extra (TTM)24.31x
Revenue / Employee (TTM)$1,844,000
Tangible BV / Share (Quarterly)$28.33
P/S Ratio (Annual)1.29x
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 Return-20.15%
Quick Ratio (Annual)2.23x
13-Week Price Return-14.33%
Total Debt / Equity (Annual)1.36x
Current Ratio (Quarterly)2.39x
Enterprise Value$26.51B
Revenue / Share Growth (5Y)24.18%
Asset Turnover (TTM)1.00x
Book Value / Share Growth (5Y)32.19%
Revenue / Employee (Annual)$1,715,900
Pretax Margin (Annual)6.77%
Cash / Share (Annual)$35.34
3-Month Return Std Dev37.13%
Gross Margin (5Y Avg)98.95%
Net Income / Employee (TTM)$91,000
EBITDA CAGR (5Y)19.15%
EBITDA Interim CAGR (5Y)25.53%
ROE (Last FY)16.15%
Net Interest Coverage (Annual)3.91x
EPS Basic Excl Extra (Annual)$10.92
P/FCF (TTM)27.57x
Receivables Turnover (TTM)4.62x
EV / Free Cash Flow (TTM)17.64x
Total Debt / Equity (Quarterly)1.28x
EPS Incl Extra (TTM)$11.20
Receivables Turnover (Annual)4.50x
ROI (TTM)7.12%
Dividend Growth Rate (5Y)4.26%
P/S Ratio (TTM)1.20x
Pretax Margin (5Y Avg)10.62%
Revenue / Share (Annual)$214.89
Tangible BV / Share (Annual)$25.15
Forward P/E10.85x
Price vs S&P 500 (52W)-57.56%
P/E Ratio (TTM)24.31x
EPS Growth TTM (YoY)-22.46%
Year-to-Date Return-23.35%
5-Day Price Return-4.20%
EPS Normalized (Annual)$10.92
ROA (5Y Avg)7.51%
Net Profit Margin (Annual)5.08%
Month-to-Date Return-18.06%
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)24.31x
LT Debt / Equity (Quarterly)1.26x
EPS Basic Excl Extra (TTM)$11.20
P/TBV (Quarterly)10.62x
Payout Ratio (Annual)10.94%
P/B Ratio (Annual)5.35x
Dividend / Share (TTM)$1.24
Pretax Margin (TTM)6.66%
Book Value / Share (Annual)$66.76
Price vs S&P 500 (13W)-24.07%
Net Margin Growth (5Y)-8.80%
Dividend Yield (TTM)0.44%
Beta0.53x
P/FCF (Annual)200.29x
Revenue / Share (TTM)$226.96
ROE (TTM)17.04%
52-Week Low$260.15
vGradeC
gGradeC
mGradeF
vgmGradeD
Show chart for
Earnings Surprise History
Q1 265.60est. 5.60
Analyst Recommendations
Feb 2026
Mar 2026
Apr 2026
May 2026
4.05
4.05
4.05
4.09
Industry Peers — Securities & Commodities(12)
| Symbol | Value Score | Growth Score | Momentum Score | Price |
|---|---|---|---|---|
LPLALPL Financial Holdings Inc. | C | C | F | $275.04 |
| CMECME Group Inc. | D | B | D | $257.76 |
| ICEIntercontinental Exchange Inc. | D | C | D | $144.96 |
| NDAQNasdaq, Inc. Common Stock | D | C | B | $92.81 |
| CBOECboe Global Markets, Inc. | D | C | B | $300.99 |
| TWTradeweb Markets Inc. Class A Common Stock | D | B | F | $100.19 |
| SNEXStoneX Group Inc. Common Stock | B | C | A | $115.55 |
| BGCBGC Group, Inc. Class A Common Stock | D | B | C | $10.45 |
| GSIWGarden Stage Limited Class A Ordinary Shares | C | A | D | $29.80 |
| TOPTOP Financial Group Limited Class A Ordinary Shares | C | C | D | $0.91 |
| EBONEbang International Holdings Inc. Class A Ordinary Shares | — | F | D | $2.11 |
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.