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LPL Financial Holdings Inc.

Data quality: 100%
LPLA
NASDAQ Financial Services Financial - Capital Markets
$300.28
▲ $7.20 (2.46%)
Mkt Cap: 24.05B
Day Range
$294.72 $305.64
52-Week Range
$262.83 $403.58
Volume
1,068,488
50D / 200D Avg
$337.93 / $354.72
Prev Close
$293.08

Price History

Financial Trends

Peer Comparison

vs Financial Services sector median (854 peers)

Metric Stock Sector Median
P/E 27.9 10.3
P/B 4.5 1.1
ROE % 20.9 11.7
Net Margin % 5.1 16.8
Rev Growth 5Y % 21.8 11.7
D/E 1.4 0.5

Key Takeaways

Revenue grew 21.79% annually over 5 years — strong growth
Earnings declined -18.48% over the past year
ROE of 20.86% indicates high profitability
Negative free cash flow of -993.42M
Revenue growth is accelerating — 1Y growth exceeds 5Y average by 15.39%
Capital efficient — spends only 3.36% of revenue on capex

Growth

Revenue Growth (5Y)
21.79%
Revenue (1Y)37.18%
Earnings (1Y)-18.48%
FCF Growth (3Y)N/A

Quality

Return on Equity
20.86%
ROIC13.60%
Net Margin5.08%
Op. Margin13.45%

Safety

Debt / Equity
1.36
Current Ratio2.42
Interest Coverage5.66

Valuation

P/E Ratio
27.86
P/B Ratio4.50
EV/EBITDA13.25
Dividend Yield0.00%

All Fundamental Metrics

Growth
Revenue Growth (1Y) 37.18% Revenue Growth (3Y) 30.00%
Earnings Growth (1Y) -18.48% Earnings Growth (3Y) -10.03%
Revenue Growth (5Y) 21.79% Earnings Growth (5Y) 17.04%
Profitability
Revenue (TTM) 16.99B Net Income (TTM) 863.02M
ROE 20.86% ROA 4.67%
Gross Margin 25.59% Operating Margin 13.45%
Net Margin 5.08% Free Cash Flow (TTM) -993.42M
ROIC 13.60% FCF Growth (3Y) N/A
Safety
Debt / Equity 1.36 Current Ratio 2.42
Interest Coverage 5.66 Dividend Yield 0.00%
Valuation
P/E Ratio 27.86 P/B Ratio 4.50
P/S Ratio 1.42 PEG Ratio -1.44
EV/EBITDA 13.25 Dividend Yield 0.00%
Market Cap 24.05B Enterprise Value 30.27B

Income Statement

Annual, most recent first

Income statement data, annual, most recent first
Metric FY2025 FY2024 FY2023 FY2022 FY2021
Revenue 16.99B 12.39B 10.05B 8.60B 7.72B
Net Income 863.02M 1.06B 1.07B 845.70M 459.87M
EPS (Diluted) 10.92 14.03 13.69 10.40 5.63
Gross Profit 4.35B 3.37B 3.05B 2.37B 1.71B
Operating Income 2.28B 1.67B 1.63B 1.24B 730.14M

Balance Sheet

Annual, most recent first

Balance sheet data, annual, most recent first
Metric FY2025 FY2024 FY2023 FY2022 FY2021
Total Assets 18.49B 13.32B 10.39B 9.48B 7.99B
Total Liabilities 13.15B 10.39B 8.31B 7.31B 6.32B
Shareholders' Equity 5.34B 2.93B 2.08B 2.17B 1.67B
Total Debt 7.26B 5.75B 3.96B 2.95B 3.05B
Cash & Equivalents 1.04B 967.08M 465.67M 847.52M 495.25M
Current Assets 8.81B 6.82B 5.69B 5.74B 4.45B
Current Liabilities 3.64B 4.19B 3.57B 3.63B 2.74B