Switch to:

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 0.30
LPLA's Cash to Debt is ranked lower than
92% of the 544 Companies
in the Global Capital Markets industry.

( Industry Median: 9999.00 vs. LPLA: 0.30 )
Ranked among companies with meaningful Cash to Debt only.
LPLA' s 10-Year Cash to Debt Range
Min: 0.13  Med: 0.30 Max: N/A
Current: 0.3
Equity to Asset 0.24
LPLA's Equity to Asset is ranked lower than
66% of the 413 Companies
in the Global Capital Markets industry.

( Industry Median: 0.42 vs. LPLA: 0.24 )
Ranked among companies with meaningful Equity to Asset only.
LPLA' s 10-Year Equity to Asset Range
Min: 0.22  Med: 0.27 Max: 0.36
Current: 0.24
0.22
0.36
Interest Coverage 5.79
LPLA's Interest Coverage is ranked lower than
78% of the 440 Companies
in the Global Capital Markets industry.

( Industry Median: 10000.00 vs. LPLA: 5.79 )
Ranked among companies with meaningful Interest Coverage only.
LPLA' s 10-Year Interest Coverage Range
Min: 0.44  Med: 2.50 Max: 5.82
Current: 5.79
0.44
5.82
F-Score: 5
WACC vs ROIC
6.53%
8.15%
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 : 6/10

vs
industry
vs
history
Operating margin (%) 6.81
LPLA's Operating margin (%) is ranked lower than
62% of the 570 Companies
in the Global Capital Markets industry.

( Industry Median: 16.04 vs. LPLA: 6.81 )
Ranked among companies with meaningful Operating margin (%) only.
LPLA' s 10-Year Operating margin (%) Range
Min: -2.94  Med: 4.21 Max: 8.29
Current: 6.81
-2.94
8.29
Net-margin (%) 4.04
LPLA's Net-margin (%) is ranked lower than
68% of the 576 Companies
in the Global Capital Markets industry.

( Industry Median: 14.63 vs. LPLA: 4.04 )
Ranked among companies with meaningful Net-margin (%) only.
LPLA' s 10-Year Net-margin (%) Range
Min: -1.88  Med: 2.35 Max: 5
Current: 4.04
-1.88
5
ROE (%) 17.08
LPLA's ROE (%) is ranked higher than
77% of the 587 Companies
in the Global Capital Markets industry.

( Industry Median: 6.94 vs. LPLA: 17.08 )
Ranked among companies with meaningful ROE (%) only.
LPLA' s 10-Year ROE (%) Range
Min: -5.62  Med: 10.56 Max: 17.19
Current: 17.08
-5.62
17.19
ROA (%) 4.42
LPLA's ROA (%) is ranked higher than
65% of the 596 Companies
in the Global Capital Markets industry.

( Industry Median: 2.10 vs. LPLA: 4.42 )
Ranked among companies with meaningful ROA (%) only.
LPLA' s 10-Year ROA (%) Range
Min: -1.63  Med: 2.95 Max: 4.57
Current: 4.42
-1.63
4.57
ROC (Joel Greenblatt) (%) 83.17
LPLA's ROC (Joel Greenblatt) (%) is ranked higher than
61% of the 578 Companies
in the Global Capital Markets industry.

( Industry Median: 40.40 vs. LPLA: 83.17 )
Ranked among companies with meaningful ROC (Joel Greenblatt) (%) only.
LPLA' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: -98.58  Med: 143.70 Max: 332.59
Current: 83.17
-98.58
332.59
Revenue Growth (3Y)(%) 11.80
LPLA's Revenue Growth (3Y)(%) is ranked higher than
69% of the 454 Companies
in the Global Capital Markets industry.

( Industry Median: 1.80 vs. LPLA: 11.80 )
Ranked among companies with meaningful Revenue Growth (3Y)(%) only.
LPLA' s 10-Year Revenue Growth (3Y)(%) Range
Min: 0  Med: 2.55 Max: 11.8
Current: 11.8
0
11.8
EBITDA Growth (3Y)(%) 7.10
LPLA's EBITDA Growth (3Y)(%) is ranked higher than
58% of the 320 Companies
in the Global Capital Markets industry.

( Industry Median: 1.10 vs. LPLA: 7.10 )
Ranked among companies with meaningful EBITDA Growth (3Y)(%) only.
LPLA' s 10-Year EBITDA Growth (3Y)(%) Range
Min: 0  Med: 7.10 Max: 18.3
Current: 7.1
0
18.3
EPS Growth (3Y)(%) 4.80
LPLA's EPS Growth (3Y)(%) is ranked higher than
51% of the 314 Companies
in the Global Capital Markets industry.

( Industry Median: 4.40 vs. LPLA: 4.80 )
Ranked among companies with meaningful EPS Growth (3Y)(%) only.
LPLA' s 10-Year EPS Growth (3Y)(%) Range
Min: 0  Med: 4.80 Max: 50
Current: 4.8
0
50
» LPLA's 10-Y Financials

Financials


Revenue & Net Income
Equity & Asset
Oprt. Cash Flow & Free Cash Flow

» Details

Guru Trades

Q2 2014

LPLA Guru Trades in Q2 2014

RS Investment Management 395,442 sh (New)
Jim Simons 88,400 sh (New)
Steve Mandel 8,518,366 sh (unchged)
Chuck Akre 1,715,000 sh (unchged)
Paul Tudor Jones 4,289 sh (-39.99%)
» More
Q3 2014

LPLA Guru Trades in Q3 2014

Chuck Akre 1,715,000 sh (unchged)
Steve Mandel 8,518,366 sh (unchged)
RS Investment Management Sold Out
Paul Tudor Jones Sold Out
Jim Simons 27,600 sh (-68.78%)
» More
Q4 2014

LPLA Guru Trades in Q4 2014

Chuck Akre 1,715,000 sh (unchged)
Steve Mandel Sold Out
Jim Simons Sold Out
Steve Mandel Sold Out
» More
Q1 2015

LPLA Guru Trades in Q1 2015

Chuck Akre 1,465,185 sh (-14.57%)
» 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%)

No Entry found in the selected group of Gurus. You can
  • 1. Modify your Personalized List of Gurus, or
  • 2. Click on Premium Premium Tools above to check out all the Gurus, or
  • 3. Click on Premium Plus Premium Plus above for the stocks picks of all the institutional investment advisors (>4000)
» Interactive Charts

Peter Lynch Chart ( What is Peter Lynch Charts )

Ratios

vs
industry
vs
history
P/E(ttm) 27.13
LPLA's P/E(ttm) is ranked lower than
67% of the 438 Companies
in the Global Capital Markets industry.

( Industry Median: 19.10 vs. LPLA: 27.13 )
Ranked among companies with meaningful P/E(ttm) only.
LPLA' s 10-Year P/E(ttm) Range
Min: 18.59  Med: 24.31 Max: 32.19
Current: 27.13
18.59
32.19
Forward P/E 17.06
LPLA's Forward P/E is ranked lower than
59% of the 124 Companies
in the Global Capital Markets industry.

( Industry Median: 15.43 vs. LPLA: 17.06 )
Ranked among companies with meaningful Forward P/E only.
N/A
PE(NRI) 26.50
LPLA's PE(NRI) is ranked lower than
67% of the 440 Companies
in the Global Capital Markets industry.

( Industry Median: 18.90 vs. LPLA: 26.50 )
Ranked among companies with meaningful PE(NRI) only.
LPLA' s 10-Year PE(NRI) Range
Min: 18.52  Med: 24.28 Max: 32.19
Current: 26.5
18.52
32.19
P/B 4.71
LPLA's P/B is ranked lower than
85% of the 548 Companies
in the Global Capital Markets industry.

( Industry Median: 1.19 vs. LPLA: 4.71 )
Ranked among companies with meaningful P/B only.
LPLA' s 10-Year P/B Range
Min: 2.06  Med: 3.27 Max: 5.27
Current: 4.71
2.06
5.27
P/S 1.09
LPLA's P/S is ranked higher than
79% of the 550 Companies
in the Global Capital Markets industry.

( Industry Median: 3.75 vs. LPLA: 1.09 )
Ranked among companies with meaningful P/S only.
LPLA' s 10-Year P/S Range
Min: 0.79  Med: 1.07 Max: 1.4
Current: 1.09
0.79
1.4
POCF 16.36
LPLA's POCF is ranked lower than
59% of the 233 Companies
in the Global Capital Markets industry.

( Industry Median: 11.85 vs. LPLA: 16.36 )
Ranked among companies with meaningful POCF only.
LPLA' s 10-Year POCF Range
Min: 7.23  Med: 16.31 Max: 35.69
Current: 16.36
7.23
35.69
EV-to-EBIT 19.40
LPLA's EV-to-EBIT is ranked lower than
60% of the 423 Companies
in the Global Capital Markets industry.

( Industry Median: 15.83 vs. LPLA: 19.40 )
Ranked among companies with meaningful EV-to-EBIT only.
LPLA' s 10-Year EV-to-EBIT Range
Min: -553.3  Med: 17.40 Max: 23.5
Current: 19.4
-553.3
23.5
Shiller P/E 41.59
LPLA's Shiller P/E is ranked lower than
80% of the 206 Companies
in the Global Capital Markets industry.

( Industry Median: 23.33 vs. LPLA: 41.59 )
Ranked among companies with meaningful Shiller P/E only.
LPLA' s 10-Year Shiller P/E Range
Min: 35.08  Med: 44.14 Max: 57.71
Current: 41.59
35.08
57.71
Days Sales Outstanding 41.79
LPLA's Days Sales Outstanding is ranked higher than
56% of the 454 Companies
in the Global Capital Markets industry.

( Industry Median: 54.93 vs. LPLA: 41.79 )
Ranked among companies with meaningful Days Sales Outstanding only.
LPLA' s 10-Year Days Sales Outstanding Range
Min: 30.86  Med: 57.83 Max: 78.38
Current: 41.79
30.86
78.38

Dividend & Buy Back

vs
industry
vs
history
Dividend Yield 2.08
LPLA's Dividend Yield is ranked lower than
61% of the 493 Companies
in the Global Capital Markets industry.

( Industry Median: 1.18 vs. LPLA: 2.08 )
Ranked among companies with meaningful Dividend Yield only.
LPLA' s 10-Year Dividend Yield Range
Min: 0.4  Med: 1.49 Max: 2.4
Current: 2.08
0.4
2.4
Dividend Payout 0.55
LPLA's Dividend Payout is ranked lower than
63% of the 305 Companies
in the Global Capital Markets industry.

( Industry Median: 0.40 vs. LPLA: 0.55 )
Ranked among companies with meaningful Dividend Payout only.
LPLA' s 10-Year Dividend Payout Range
Min: 0.27  Med: 0.47 Max: 0.73
Current: 0.55
0.27
0.73
Yield on cost (5-Year) 2.07
LPLA's Yield on cost (5-Year) is ranked lower than
64% of the 489 Companies
in the Global Capital Markets industry.

( Industry Median: 2.63 vs. LPLA: 2.07 )
Ranked among companies with meaningful Yield on cost (5-Year) only.
LPLA' s 10-Year Yield on cost (5-Year) Range
Min: 0.4  Med: 1.49 Max: 2.4
Current: 2.07
0.4
2.4
Share Buyback Rate 3.20
LPLA's Share Buyback Rate is ranked higher than
91% of the 324 Companies
in the Global Capital Markets industry.

( Industry Median: -1.70 vs. LPLA: 3.20 )
Ranked among companies with meaningful Share Buyback Rate only.
LPLA' s 10-Year Share Buyback Rate Range
Min: 0  Med: -0.30 Max: -5.8
Current: 3.2

Valuation & Return

vs
industry
vs
history
Price/Projected FCF 4.55
LPLA's Price/Projected FCF is ranked lower than
90% of the 189 Companies
in the Global Capital Markets industry.

( Industry Median: 1.35 vs. LPLA: 4.55 )
Ranked among companies with meaningful Price/Projected FCF only.
LPLA' s 10-Year Price/Projected FCF Range
Min: 2.65  Med: 3.66 Max: 5.03
Current: 4.55
2.65
5.03
Price/Median PS Value 1.02
LPLA's Price/Median PS Value is ranked higher than
55% of the 497 Companies
in the Global Capital Markets industry.

( Industry Median: 1.06 vs. LPLA: 1.02 )
Ranked among companies with meaningful Price/Median PS Value only.
LPLA' s 10-Year Price/Median PS Value Range
Min: 0.76  Med: 1.02 Max: 1.23
Current: 1.02
0.76
1.23
Earnings Yield (Greenblatt) (%) 5.11
LPLA's Earnings Yield (Greenblatt) (%) is ranked higher than
55% of the 561 Companies
in the Global Capital Markets industry.

( Industry Median: 4.30 vs. LPLA: 5.11 )
Ranked among companies with meaningful Earnings Yield (Greenblatt) (%) only.
LPLA' s 10-Year Earnings Yield (Greenblatt) (%) Range
Min: 4.3  Med: 5.60 Max: 7.1
Current: 5.11
4.3
7.1

Business Description

Industry: Brokers & Exchanges » Capital Markets
Compare: » details
Traded in other countries:7LI.Germany,
LPL Financial Holdings Inc offers technology, brokerage and investment advisory services through business relationships with all types of financial advisors. The Company along with its subsidiaries supports diverse client base. The Company's focus is to provide advisors with the front, middle and back-office support to serve the markets for independent investment advice. The Company provide integrated platform of brokerage and investment advisory services to more than 13,600 independent financial advisors and financial advisors at more than 700 financial institutions throughout the United States, enabling them to provide their clients with financial advice. The Company's subsidiary, LPL Financial supports over 280 Independent RIAs with over 2,000 advisors who conduct their advisory business through separate entities by establishing their own RIAs rather than using Company's corporate RIA. The Company, through Independent Advisors delivers a comprehensive and integrated suite of products and services to support their practices. Through Institutions, it provides solutions to financial institutions such as regional banks, credit unions and insurers, who seek to provide a broad array of services for their clients. The Company, through its subsidiary Fortigent, provides solutions and consulting services to asset RIAs, banks and trust companies serving high-net-worth clients by providing them with investment advice and helping them build their wealth management practices. Advisors use BranchNet workstation, an integrated technology platform that is server-based and web-accessible to manage all aspects of their businesses for clients. In addition, the Company's Resource Center is embedded within BranchNet to provide advisors assess to the research, training, compliance and support services, as well as the ability to review products and develop marketing materials, including direct access to financial product information and exclusive research commentaries; detailed regulatory requirements; valuable marketing tools; operational information; comprehensive training and technical support. The Company provides its advisors commission-based, fee-based, cash and money market products and services including annuities, mutual funds, exchange-traded funds, and alternative investments, including real estate investment trusts. The sale and administration of these products are facilitated through BranchNet and Resource Center. The advisors with Independent RIA firms have the ability to conduct investment advisory business using the Company's platform and tools and carry a brokerage license with LPL Financial to support brokerage accounts. The Company competes with Morgan Stanley; Merrill Lynch, Pierce, Fenner, & Smith Incorporated; UBS Financial Services Inc.; and Wells Fargo Advisors, LLC., Edward D. Jones & Co., L.P. and Raymond James Financial Services, Inc., Charles Schwab & Co., Fidelity Brokerage Services LLC and TD Ameritrade among others.

Personalized Checklist

Checklist has been moved to "Checklist" tab.

Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)
FEEDBACK