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Also traded in: Germany

GuruFocus Financial Strength Rank measures how strong a company’s financial situation is. It is based on these factors

1. The debt burden that the company has as measured by its Interest coverage (current year).
2. Debt to revenue ratio. The lower, the better
3. Altman Z-score.

A company ranks high with financial strength is likely to withstand any business slowdowns and recessions.

Financial Strength : 5/10

vs
industry
vs
history
Cash-to-Debt 0.33
NAS:LPLA's Cash-to-Debt is ranked lower than
91% of the 686 Companies
in the Global Capital Markets industry.

( Industry Median: 9999.00 vs. NAS:LPLA: 0.33 )
Ranked among companies with meaningful Cash-to-Debt only.
NAS:LPLA' s Cash-to-Debt Range Over the Past 10 Years
Min: 0.13  Med: 0.31 Max: N/A
Current: 0.33
Equity-to-Asset 0.17
NAS:LPLA's Equity-to-Asset is ranked lower than
82% of the 638 Companies
in the Global Capital Markets industry.

( Industry Median: 0.54 vs. NAS:LPLA: 0.17 )
Ranked among companies with meaningful Equity-to-Asset only.
NAS:LPLA' s Equity-to-Asset Range Over the Past 10 Years
Min: 0.16  Med: 0.24 Max: 0.35
Current: 0.17
0.16
0.35
Interest Coverage 3.08
NAS:LPLA's Interest Coverage is ranked lower than
80% of the 642 Companies
in the Global Capital Markets industry.

( Industry Median: 95.15 vs. NAS:LPLA: 3.08 )
Ranked among companies with meaningful Interest Coverage only.
NAS:LPLA' s Interest Coverage Range Over the Past 10 Years
Min: 0.72  Med: 4.11 Max: 5.82
Current: 3.08
0.72
5.82
Piotroski F-Score: 6
Beneish M-Score: -2.51
WACC vs ROIC
13.42%
8.44%
WACC
ROIC
GuruFocus Profitability Rank ranks how profitable a company is and how likely the company’s business will stay that way. It is based on these factors:

1. Operating Margin
2. Trend of the Operating Margin (5-year average). The company with an uptrend profit margin has a higher rank.
••3. Consistency of the profitability
4. Piotroski F-Score
5. Predictability Rank•

The maximum rank is 10. A rank of 7 or higher means a higher profitability and may stay that way. A rank of 3 or lower indicates that the company has had trouble to make a profit.

Profitability Rank is not directly related to the Financial Strength Rank. But if a company is consistently profitable, its financial strength will be stronger.

Profitability & Growth : 7/10

vs
industry
vs
history
Operating Margin % 7.53
NAS:LPLA's Operating Margin % is ranked lower than
57% of the 670 Companies
in the Global Capital Markets industry.

( Industry Median: 13.46 vs. NAS:LPLA: 7.53 )
Ranked among companies with meaningful Operating Margin % only.
NAS:LPLA' s Operating Margin % Range Over the Past 10 Years
Min: -1.68  Med: 6.81 Max: 8.29
Current: 7.53
-1.68
8.29
Net Margin % 4.86
NAS:LPLA's Net Margin % is ranked lower than
58% of the 671 Companies
in the Global Capital Markets industry.

( Industry Median: 9.94 vs. NAS:LPLA: 4.86 )
Ranked among companies with meaningful Net Margin % only.
NAS:LPLA' s Net Margin % Range Over the Past 10 Years
Min: -1.88  Med: 4.06 Max: 5
Current: 4.86
-1.88
5
ROE % 25.22
NAS:LPLA's ROE % is ranked higher than
90% of the 674 Companies
in the Global Capital Markets industry.

( Industry Median: 4.06 vs. NAS:LPLA: 25.22 )
Ranked among companies with meaningful ROE % only.
NAS:LPLA' s ROE % Range Over the Past 10 Years
Min: -5.62  Med: 12.88 Max: 25.22
Current: 25.22
-5.62
25.22
ROA % 4.15
NAS:LPLA's ROA % is ranked higher than
72% of the 690 Companies
in the Global Capital Markets industry.

( Industry Median: 1.44 vs. NAS:LPLA: 4.15 )
Ranked among companies with meaningful ROA % only.
NAS:LPLA' s ROA % Range Over the Past 10 Years
Min: -1.63  Med: 3.92 Max: 4.57
Current: 4.15
-1.63
4.57
3-Year Revenue Growth Rate 4.40
NAS:LPLA's 3-Year Revenue Growth Rate is ranked higher than
50% of the 549 Companies
in the Global Capital Markets industry.

( Industry Median: 4.40 vs. NAS:LPLA: 4.40 )
Ranked among companies with meaningful 3-Year Revenue Growth Rate only.
NAS:LPLA' s 3-Year Revenue Growth Rate Range Over the Past 10 Years
Min: 0  Med: 0 Max: 11.8
Current: 4.4
0
11.8
3-Year EBITDA Growth Rate 8.20
NAS:LPLA's 3-Year EBITDA Growth Rate is ranked higher than
50% of the 425 Companies
in the Global Capital Markets industry.

( Industry Median: 8.20 vs. NAS:LPLA: 8.20 )
Ranked among companies with meaningful 3-Year EBITDA Growth Rate only.
NAS:LPLA' s 3-Year EBITDA Growth Rate Range Over the Past 10 Years
Min: 0  Med: 0 Max: 109.4
Current: 8.2
0
109.4
3-Year EPS without NRI Growth Rate 7.40
NAS:LPLA's 3-Year EPS without NRI Growth Rate is ranked higher than
52% of the 416 Companies
in the Global Capital Markets industry.

( Industry Median: 6.40 vs. NAS:LPLA: 7.40 )
Ranked among companies with meaningful 3-Year EPS without NRI Growth Rate only.
NAS:LPLA' s 3-Year EPS without NRI Growth Rate Range Over the Past 10 Years
Min: 0  Med: 0 Max: 8.3
Current: 7.4
0
8.3
GuruFocus has detected 5 Warning Signs with LPL Financial Holdings Inc $NAS:LPLA.
More than 500,000 people have already joined GuruFocus to track the stocks they follow and exchange investment ideas.
» NAS:LPLA's 10-Y Financials

Financials (Next Earnings Date: 2017-05-09 Est.)


Revenue & Net Income
Equity & Asset
Operating Cash Flow & Free Cash Flow
Operating Cash Flow & Net Income

» Details

Guru Trades

Q1 2016

LPLA Guru Trades in Q1 2016

Joel Greenblatt 12,845 sh (New)
David Dreman 294 sh (New)
Paul Tudor Jones 8,300 sh (+66.40%)
First Pacific Advisors 4,867,840 sh (+7.97%)
» More
Q2 2016

LPLA Guru Trades in Q2 2016

Steven Romick 4,165,970 sh (New)
Joel Greenblatt 13,328 sh (+3.76%)
Paul Tudor Jones Sold Out
David Dreman Sold Out
First Pacific Advisors 4,565,570 sh (-6.21%)
» More
Q3 2016

LPLA Guru Trades in Q3 2016

First Pacific Advisors 4,565,690 sh (unchged)
Steven Romick 4,165,970 sh (unchged)
Joel Greenblatt 9,512 sh (-28.63%)
» More
Q4 2016

LPLA Guru Trades in Q4 2016

Paul Tudor Jones 17,899 sh (New)
First Pacific Advisors 4,586,490 sh (+0.46%)
Steven Romick 4,165,970 sh (unchged)
Joel Greenblatt 6,274 sh (-34.04%)
» More
» Details

Insider Trades

Latest Guru Trades with LPLA

(List those with share number changes of more than 20%, or impact to portfolio more than 0.1%)

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Business Description

Industry: Brokers & Exchanges » Capital Markets    NAICS: 523110    SIC: 6211
Compare: » details
Traded in other countries:7LI.Germany,
LPL Financial Holdings Inc along with its subsidiaries provides brokerage and investment advisory services to independent and institutional financial advisors.

LPL Financial Holdings is a broker/dealer that provides a platform of proprietary technology, brokerage, and investment advisor services to financial advisors and institutions. The company also provides financial advisors licensed with insurance companies with customized clearing services, advisory platforms, and technology solutions. LPL provides a range of services through its subsidiaries. The Private Trust Company supplies trust administration, investment management oversight and custodial services for estates and families; Independent Advisers Group Corporation offers investment advisory solutions to insurance companies; and LPL Insurance Associates operates as a brokerage general agency that offers life, long-term care, and disability insurance sales and services.

Top Ranked Articles about LPL Financial Holdings Inc

Steven Romick Made 4 New Buys and Increased 2 Positions in 2nd Quarter FPA portfolio manager reports 2nd quarter transactions
Steven Romick (Trades, Portfolio), portfolio manager of the FPA Crescent Fund, seeks long-term equity returns while avoiding permanent capital impairment and limiting the fund’s exposure to risk. An absolute value investor, Romick only invests in companies that offer absolute economic risk/reward propositions. The fund’s return since inception is 10.26%, which outperforms the Standard & Poor’s 500 index by about 1.3%. Additionally, Morningstar analysts gave FPA Crescent Fund a gold rating, praising the fund’s ability to sustain its capital gains during economic downturns. Read more...

Ratios

vs
industry
vs
history
PE Ratio 18.66
LPLA's PE Ratio is ranked higher than
54% of the 621 Companies
in the Global Capital Markets industry.

( Industry Median: 19.86 vs. LPLA: 18.66 )
Ranked among companies with meaningful PE Ratio only.
LPLA' s PE Ratio Range Over the Past 10 Years
Min: 9.43  Med: 23.24 Max: 32.19
Current: 18.66
9.43
32.19
Forward PE Ratio 17.42
LPLA's Forward PE Ratio is ranked higher than
56% of the 90 Companies
in the Global Capital Markets industry.

( Industry Median: 17.89 vs. LPLA: 17.42 )
Ranked among companies with meaningful Forward PE Ratio only.
N/A
PE Ratio without NRI 18.66
LPLA's PE Ratio without NRI is ranked higher than
56% of the 549 Companies
in the Global Capital Markets industry.

( Industry Median: 20.25 vs. LPLA: 18.66 )
Ranked among companies with meaningful PE Ratio without NRI only.
LPLA' s PE Ratio without NRI Range Over the Past 10 Years
Min: 9.43  Med: 23.24 Max: 32.19
Current: 18.66
9.43
32.19
Price-to-Owner-Earnings 31.18
LPLA's Price-to-Owner-Earnings is ranked lower than
77% of the 239 Companies
in the Global Capital Markets industry.

( Industry Median: 16.57 vs. LPLA: 31.18 )
Ranked among companies with meaningful Price-to-Owner-Earnings only.
LPLA' s Price-to-Owner-Earnings Range Over the Past 10 Years
Min: 7.44  Med: 29.43 Max: 121.64
Current: 31.18
7.44
121.64
PB Ratio 4.34
LPLA's PB Ratio is ranked lower than
84% of the 754 Companies
in the Global Capital Markets industry.

( Industry Median: 1.26 vs. LPLA: 4.34 )
Ranked among companies with meaningful PB Ratio only.
LPLA' s PB Ratio Range Over the Past 10 Years
Min: 2.06  Med: 3.42 Max: 5.81
Current: 4.34
2.06
5.81
PS Ratio 0.88
LPLA's PS Ratio is ranked higher than
87% of the 747 Companies
in the Global Capital Markets industry.

( Industry Median: 3.90 vs. LPLA: 0.88 )
Ranked among companies with meaningful PS Ratio only.
LPLA' s PS Ratio Range Over the Past 10 Years
Min: 0.38  Med: 1.02 Max: 1.41
Current: 0.88
0.38
1.41
Price-to-Free-Cash-Flow 24.23
LPLA's Price-to-Free-Cash-Flow is ranked lower than
65% of the 245 Companies
in the Global Capital Markets industry.

( Industry Median: 15.10 vs. LPLA: 24.23 )
Ranked among companies with meaningful Price-to-Free-Cash-Flow only.
LPLA' s Price-to-Free-Cash-Flow Range Over the Past 10 Years
Min: 7.81  Med: 22 Max: 69.46
Current: 24.23
7.81
69.46
Price-to-Operating-Cash-Flow 13.01
LPLA's Price-to-Operating-Cash-Flow is ranked higher than
50% of the 281 Companies
in the Global Capital Markets industry.

( Industry Median: 12.84 vs. LPLA: 13.01 )
Ranked among companies with meaningful Price-to-Operating-Cash-Flow only.
LPLA' s Price-to-Operating-Cash-Flow Range Over the Past 10 Years
Min: 5.77  Med: 15.7 Max: 35.78
Current: 13.01
5.77
35.78
EV-to-EBIT 17.24
LPLA's EV-to-EBIT is ranked lower than
60% of the 619 Companies
in the Global Capital Markets industry.

( Industry Median: 14.74 vs. LPLA: 17.24 )
Ranked among companies with meaningful EV-to-EBIT only.
LPLA' s EV-to-EBIT Range Over the Past 10 Years
Min: -349.4  Med: 17.4 Max: 318.8
Current: 17.24
-349.4
318.8
EV-to-EBITDA 12.39
LPLA's EV-to-EBITDA is ranked lower than
51% of the 635 Companies
in the Global Capital Markets industry.

( Industry Median: 12.78 vs. LPLA: 12.39 )
Ranked among companies with meaningful EV-to-EBITDA only.
LPLA' s EV-to-EBITDA Range Over the Past 10 Years
Min: 7.9  Med: 13.7 Max: 120
Current: 12.39
7.9
120
PEG Ratio 2.33
LPLA's PEG Ratio is ranked lower than
65% of the 177 Companies
in the Global Capital Markets industry.

( Industry Median: 1.52 vs. LPLA: 2.33 )
Ranked among companies with meaningful PEG Ratio only.
LPLA' s PEG Ratio Range Over the Past 10 Years
Min: 0.16  Med: 0.48 Max: 2.33
Current: 2.33
0.16
2.33
Shiller PE Ratio 28.67
LPLA's Shiller PE Ratio is ranked lower than
60% of the 95 Companies
in the Global Capital Markets industry.

( Industry Median: 25.96 vs. LPLA: 28.67 )
Ranked among companies with meaningful Shiller PE Ratio only.
LPLA' s Shiller PE Ratio Range Over the Past 10 Years
Min: 16.57  Med: 21.82 Max: 29.72
Current: 28.67
16.57
29.72

Dividend & Buy Back

vs
industry
vs
history
Dividend Yield % 2.51
LPLA's Dividend Yield % is ranked lower than
59% of the 535 Companies
in the Global Capital Markets industry.

( Industry Median: 2.85 vs. LPLA: 2.51 )
Ranked among companies with meaningful Dividend Yield % only.
LPLA' s Dividend Yield % Range Over the Past 10 Years
Min: 0.4  Med: 2.1 Max: 6.06
Current: 2.51
0.4
6.06
Dividend Payout Ratio 0.47
LPLA's Dividend Payout Ratio is ranked higher than
67% of the 317 Companies
in the Global Capital Markets industry.

( Industry Median: 0.51 vs. LPLA: 0.47 )
Ranked among companies with meaningful Dividend Payout Ratio only.
LPLA' s Dividend Payout Ratio Range Over the Past 10 Years
Min: 0.18  Med: 0.47 Max: 0.58
Current: 0.47
0.18
0.58
3-Year Dividend Growth Rate 15.40
LPLA's 3-Year Dividend Growth Rate is ranked higher than
62% of the 232 Companies
in the Global Capital Markets industry.

( Industry Median: 7.70 vs. LPLA: 15.40 )
Ranked among companies with meaningful 3-Year Dividend Growth Rate only.
LPLA' s 3-Year Dividend Growth Rate Range Over the Past 10 Years
Min: 0  Med: 0 Max: 60.9
Current: 15.4
0
60.9
Forward Dividend Yield % 2.54
LPLA's Forward Dividend Yield % is ranked lower than
59% of the 516 Companies
in the Global Capital Markets industry.

( Industry Median: 2.95 vs. LPLA: 2.54 )
Ranked among companies with meaningful Forward Dividend Yield % only.
N/A
5-Year Yield-on-Cost % 2.55
LPLA's 5-Year Yield-on-Cost % is ranked lower than
62% of the 656 Companies
in the Global Capital Markets industry.

( Industry Median: 3.19 vs. LPLA: 2.55 )
Ranked among companies with meaningful 5-Year Yield-on-Cost % only.
LPLA' s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 0.4  Med: 2.1 Max: 6.06
Current: 2.55
0.4
6.06
3-Year Average Share Buyback Ratio 4.30
LPLA's 3-Year Average Share Buyback Ratio is ranked higher than
94% of the 307 Companies
in the Global Capital Markets industry.

( Industry Median: -1.50 vs. LPLA: 4.30 )
Ranked among companies with meaningful 3-Year Average Share Buyback Ratio only.
LPLA' s 3-Year Average Share Buyback Ratio Range Over the Past 10 Years
Min: -4.4  Med: 0 Max: 0
Current: 4.3
-4.4
0

Valuation & Return

vs
industry
vs
history
Price-to-Intrinsic-Value-Projected-FCF 1.18
LPLA's Price-to-Intrinsic-Value-Projected-FCF is ranked higher than
63% of the 313 Companies
in the Global Capital Markets industry.

( Industry Median: 1.39 vs. LPLA: 1.18 )
Ranked among companies with meaningful Price-to-Intrinsic-Value-Projected-FCF only.
LPLA' s Price-to-Intrinsic-Value-Projected-FCF Range Over the Past 10 Years
Min: 1.04  Med: 1.75 Max: 2.12
Current: 1.18
1.04
2.12
Price-to-Median-PS-Value 0.89
LPLA's Price-to-Median-PS-Value is ranked higher than
73% of the 680 Companies
in the Global Capital Markets industry.

( Industry Median: 1.06 vs. LPLA: 0.89 )
Ranked among companies with meaningful Price-to-Median-PS-Value only.
LPLA' s Price-to-Median-PS-Value Range Over the Past 10 Years
Min: 0.78  Med: 0.98 Max: 1.2
Current: 0.89
0.78
1.2
Price-to-Peter-Lynch-Fair-Value 1.96
LPLA's Price-to-Peter-Lynch-Fair-Value is ranked lower than
63% of the 155 Companies
in the Global Capital Markets industry.

( Industry Median: 1.15 vs. LPLA: 1.96 )
Ranked among companies with meaningful Price-to-Peter-Lynch-Fair-Value only.
LPLA' s Price-to-Peter-Lynch-Fair-Value Range Over the Past 10 Years
Min: 0.97  Med: 1.02 Max: 2.03
Current: 1.96
0.97
2.03
Earnings Yield (Greenblatt) % 5.78
LPLA's Earnings Yield (Greenblatt) % is ranked higher than
52% of the 739 Companies
in the Global Capital Markets industry.

( Industry Median: 5.36 vs. LPLA: 5.78 )
Ranked among companies with meaningful Earnings Yield (Greenblatt) % only.
LPLA' s Earnings Yield (Greenblatt) % Range Over the Past 10 Years
Min: 0.3  Med: 5.7 Max: 9.1
Current: 5.78
0.3
9.1
Forward Rate of Return (Yacktman) % 13.38
LPLA's Forward Rate of Return (Yacktman) % is ranked higher than
56% of the 239 Companies
in the Global Capital Markets industry.

( Industry Median: 10.59 vs. LPLA: 13.38 )
Ranked among companies with meaningful Forward Rate of Return (Yacktman) % only.
LPLA' s Forward Rate of Return (Yacktman) % Range Over the Past 10 Years
Min: 0.2  Med: 24.4 Max: 69.1
Current: 13.38
0.2
69.1

More Statistics

Revenue (TTM) (Mil) $3,953
EPS (TTM) $ 2.13
Beta2.33
Short Percentage of Float0.99%
52-Week Range $20.51 - 42.86
Shares Outstanding (Mil)90.07

Analyst Estimate

Dec17 Dec18 Dec19
Revenue (Mil $) 4,145 4,354 4,580
EPS ($) 2.26 2.43 2.71
EPS without NRI ($) 2.26 2.43 2.71
EPS Growth Rate
(Future 3Y To 5Y Estimate)
N/A
Dividends per Share ($) 1.00 1.05 1.10
» More Articles for LPLA

Headlines

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