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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 0.32
LPLA's Cash to Debt is ranked lower than
91% of the 546 Companies
in the Global Capital Markets industry.

( Industry Median: 9999.00 vs. LPLA: 0.32 )
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: 0.32
Equity to Asset 0.23
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: 0.23 )
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: 0.23
0.22
0.36
Interest Coverage 5.79
LPLA's Interest Coverage is ranked lower than
78% of the 441 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: 2.49 Max: 5.82
Current: 5.79
0.44
5.82
F-Score: 6
WACC vs ROIC
6.27%
8.62%
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 (%) 7.11
LPLA's Operating margin (%) is ranked lower than
61% of the 569 Companies
in the Global Capital Markets industry.

( Industry Median: 16.30 vs. LPLA: 7.11 )
Ranked among companies with meaningful Operating margin (%) only.
LPLA' s 10-Year Operating margin (%) Range
Min: -2.94  Med: 4.16 Max: 8.29
Current: 7.11
-2.94
8.29
Net-margin (%) 4.21
LPLA's Net-margin (%) is ranked lower than
66% of the 576 Companies
in the Global Capital Markets industry.

( Industry Median: 14.72 vs. LPLA: 4.21 )
Ranked among companies with meaningful Net-margin (%) only.
LPLA' s 10-Year Net-margin (%) Range
Min: -1.88  Med: 2.35 Max: 5
Current: 4.21
-1.88
5
ROE (%) 18.18
LPLA's ROE (%) is ranked higher than
75% of the 587 Companies
in the Global Capital Markets industry.

( Industry Median: 7.40 vs. LPLA: 18.18 )
Ranked among companies with meaningful ROE (%) only.
LPLA' s 10-Year ROE (%) Range
Min: -5.62  Med: 10.56 Max: 17.19
Current: 18.18
-5.62
17.19
ROA (%) 4.58
LPLA's ROA (%) is ranked higher than
64% of the 598 Companies
in the Global Capital Markets industry.

( Industry Median: 2.27 vs. LPLA: 4.58 )
Ranked among companies with meaningful ROA (%) only.
LPLA' s 10-Year ROA (%) Range
Min: -1.63  Med: 2.95 Max: 4.57
Current: 4.58
-1.63
4.57
Revenue Growth (3Y)(%) 11.80
LPLA's Revenue Growth (3Y)(%) is ranked higher than
69% of the 458 Companies
in the Global Capital Markets industry.

( Industry Median: 1.40 vs. LPLA: 11.80 )
Ranked among companies with meaningful Revenue Growth (3Y)(%) only.
LPLA' s 10-Year Revenue Growth (3Y)(%) Range
Min: 0  Med: 2.50 Max: 11.8
Current: 11.8
0
11.8
EBITDA Growth (3Y)(%) 7.10
LPLA's EBITDA Growth (3Y)(%) is ranked higher than
57% of the 320 Companies
in the Global Capital Markets industry.

( Industry Median: 2.70 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
50% of the 310 Companies
in the Global Capital Markets industry.

( Industry Median: 4.60 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

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
Q2 2015

LPLA Guru Trades in Q2 2015

First Pacific Advisors 2,666,600 sh (New)
Chuck Akre 1,318,589 sh (-10.01%)
» 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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Ratios

vs
industry
vs
history
P/E(ttm) 21.20
LPLA's P/E(ttm) is ranked lower than
64% of the 444 Companies
in the Global Capital Markets industry.

( Industry Median: 17.00 vs. LPLA: 21.20 )
Ranked among companies with meaningful P/E(ttm) only.
LPLA' s 10-Year P/E(ttm) Range
Min: 18.59  Med: 24.27 Max: 32.19
Current: 21.2
18.59
32.19
Forward P/E 14.71
LPLA's Forward P/E is ranked lower than
51% of the 123 Companies
in the Global Capital Markets industry.

( Industry Median: 14.99 vs. LPLA: 14.71 )
Ranked among companies with meaningful Forward P/E only.
N/A
PE(NRI) 21.70
LPLA's PE(NRI) is ranked lower than
63% of the 443 Companies
in the Global Capital Markets industry.

( Industry Median: 17.00 vs. LPLA: 21.70 )
Ranked among companies with meaningful PE(NRI) only.
LPLA' s 10-Year PE(NRI) Range
Min: 18.52  Med: 24.25 Max: 32.19
Current: 21.7
18.52
32.19
P/B 3.98
LPLA's P/B is ranked lower than
85% of the 452 Companies
in the Global Capital Markets industry.

( Industry Median: 1.20 vs. LPLA: 3.98 )
Ranked among companies with meaningful P/B only.
LPLA' s 10-Year P/B Range
Min: 2.06  Med: 3.30 Max: 5.27
Current: 3.98
2.06
5.27
P/S 0.90
LPLA's P/S is ranked higher than
83% of the 556 Companies
in the Global Capital Markets industry.

( Industry Median: 3.36 vs. LPLA: 0.90 )
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: 0.9
0.79
1.4
PFCF 12.58
LPLA's PFCF is ranked lower than
53% of the 198 Companies
in the Global Capital Markets industry.

( Industry Median: 11.15 vs. LPLA: 12.58 )
Ranked among companies with meaningful PFCF only.
LPLA' s 10-Year PFCF Range
Min: 7.9  Med: 21.27 Max: 70.45
Current: 12.58
7.9
70.45
POCF 9.90
LPLA's POCF is ranked higher than
50% of the 231 Companies
in the Global Capital Markets industry.

( Industry Median: 9.99 vs. LPLA: 9.90 )
Ranked among companies with meaningful POCF only.
LPLA' s 10-Year POCF Range
Min: 7.23  Med: 15.92 Max: 35.69
Current: 9.9
7.23
35.69
EV-to-EBIT 15.96
LPLA's EV-to-EBIT is ranked lower than
54% of the 409 Companies
in the Global Capital Markets industry.

( Industry Median: 14.68 vs. LPLA: 15.96 )
Ranked among companies with meaningful EV-to-EBIT only.
LPLA' s 10-Year EV-to-EBIT Range
Min: -553.3  Med: 17.35 Max: 23.5
Current: 15.96
-553.3
23.5
Shiller P/E 33.21
LPLA's Shiller P/E is ranked lower than
80% of the 209 Companies
in the Global Capital Markets industry.

( Industry Median: 20.49 vs. LPLA: 33.21 )
Ranked among companies with meaningful Shiller P/E only.
LPLA' s 10-Year Shiller P/E Range
Min: 33.2  Med: 44.04 Max: 57.71
Current: 33.21
33.2
57.71
Days Sales Outstanding 41.71
LPLA's Days Sales Outstanding is ranked higher than
58% of the 444 Companies
in the Global Capital Markets industry.

( Industry Median: 59.76 vs. LPLA: 41.71 )
Ranked among companies with meaningful Days Sales Outstanding only.
LPLA' s 10-Year Days Sales Outstanding Range
Min: 30.86  Med: 57.85 Max: 78.38
Current: 41.71
30.86
78.38

Dividend & Buy Back

vs
industry
vs
history
Dividend Yield 2.51
LPLA's Dividend Yield is ranked lower than
59% of the 508 Companies
in the Global Capital Markets industry.

( Industry Median: 1.18 vs. LPLA: 2.51 )
Ranked among companies with meaningful Dividend Yield only.
LPLA' s 10-Year Dividend Yield Range
Min: 0.4  Med: 1.50 Max: 2.52
Current: 2.51
0.4
2.52
Dividend Payout 0.53
LPLA's Dividend Payout is ranked lower than
62% of the 310 Companies
in the Global Capital Markets industry.

( Industry Median: 0.42 vs. LPLA: 0.53 )
Ranked among companies with meaningful Dividend Payout only.
LPLA' s 10-Year Dividend Payout Range
Min: 0.27  Med: 0.48 Max: 0.73
Current: 0.53
0.27
0.73
Yield on cost (5-Year) 2.52
LPLA's Yield on cost (5-Year) is ranked lower than
62% of the 510 Companies
in the Global Capital Markets industry.

( Industry Median: 2.92 vs. LPLA: 2.52 )
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: 1.50 Max: 2.52
Current: 2.52
0.4
2.52
Share Buyback Rate 3.20
LPLA's Share Buyback Rate is ranked higher than
91% of the 327 Companies
in the Global Capital Markets industry.

( Industry Median: -1.80 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 1.48
LPLA's Price/Projected FCF is ranked lower than
64% of the 199 Companies
in the Global Capital Markets industry.

( Industry Median: 1.17 vs. LPLA: 1.48 )
Ranked among companies with meaningful Price/Projected FCF only.
LPLA' s 10-Year Price/Projected FCF Range
Min: 1.69  Med: 2.22 Max: 2.92
Current: 1.48
1.69
2.92
Price/Median PS Value 0.84
LPLA's Price/Median PS Value is ranked higher than
63% of the 458 Companies
in the Global Capital Markets industry.

( Industry Median: 1.00 vs. LPLA: 0.84 )
Ranked among companies with meaningful Price/Median PS Value only.
LPLA' s 10-Year Price/Median PS Value Range
Min: 0.76  Med: 1.01 Max: 1.23
Current: 0.84
0.76
1.23
Earnings Yield (Greenblatt) (%) 6.28
LPLA's Earnings Yield (Greenblatt) (%) is ranked higher than
62% of the 569 Companies
in the Global Capital Markets industry.

( Industry Median: 4.30 vs. LPLA: 6.28 )
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: 6.28
4.3
7.1

Analyst Estimate

Dec15 Dec16 Dec17
Revenue(Mil) 4,396 4,638 4,936
EPS($) 2.36 2.68 3.11
EPS without NRI($) 2.36 2.68 3.11

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.
» More Articles for LPLA

Headlines

Articles On GuruFocus.com
AdvisoryWorld Selected to Join LPL Financial's New Vendor Affinity Program Aug 03 2015 
These 12 Stocks Pay More Money To Shareholders Oct 12 2014 
Meridian Funds Q4 Portfolio Update; Buys LII, LPLA, ALL, EMR, KLAC, WAG Feb 10 2012 

More From Other Websites
LPL Financial Welcomes Washington-Based Wealth Advisor Matt Riesenweber Sep 01 2015
LPL Financial Welcomes Washington-Based Wealth Advisor Matt Riesenweber Sep 01 2015
LPL Financial Provides Update on Financial Advisor Recruiting Aug 27 2015
LPL Financial Provides Update on Financial Advisor Recruiting Aug 27 2015
LPL Financial to Participate in a Non-Deal Roadshow Aug 27 2015
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LPL Financial And Stratos Wealth Partners Welcome Chad Tom And Wayne Wycoff Aug 25 2015
LPL Financial Announces Vendor Affinity Program & Inclusion of Succession Resource Group Aug 25 2015
LPL Financial's Victor Fetter Named CIO of the Year Aug 24 2015
Five LPL Financial Independent Advisors Ranked Among the Best in the Industry Nationwide Aug 24 2015
LPL Financial to Participate in a Non-Deal Roadshow Aug 20 2015
LPL Financial to Participate in a Non-Deal Roadshow Aug 20 2015
LPL Financial grabs Wells Fargo Advisors technology exec, adds new client Aug 18 2015
LPL Financial Appoints Anthony Perkins as Executive Vice President of Technology Product Development Aug 18 2015
LPL Financial Appoints Anthony Perkins as Executive Vice President of Technology Product Development Aug 18 2015
LPL Financial and Independent Advisor Alliance Welcome Marzano Capital Group Aug 18 2015
LPL Financial and Independent Advisor Alliance Welcome Marzano Capital Group Aug 18 2015
LPL FINANCIAL HOLDINGS INC. Financials Aug 13 2015
LPL Financial Welcomes Napa Valley Advisor John Cordeiro Aug 13 2015
LPL Financial Welcomes Napa Valley Advisor John Cordeiro Aug 13 2015

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