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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 0.29
LPLA's Cash to Debt is ranked lower than
58% of the 350 Companies
in the Global Capital Markets industry.

( Industry Median: 13.64 vs. LPLA: 0.29 )
LPLA' s 10-Year Cash to Debt Range
Min: 0.13   Max: No Debt
Current: 0.29

Equity to Asset 0.27
LPLA's Equity to Asset is ranked higher than
62% of the 395 Companies
in the Global Capital Markets industry.

( Industry Median: 0.30 vs. LPLA: 0.27 )
LPLA' s 10-Year Equity to Asset Range
Min: 0.22   Max: 0.36
Current: 0.27

0.22
0.36
Interest Coverage 5.82
LPLA's Interest Coverage is ranked higher than
58% of the 304 Companies
in the Global Capital Markets industry.

( Industry Median: 13.78 vs. LPLA: 5.82 )
LPLA' s 10-Year Interest Coverage Range
Min: 0.44   Max: 5.82
Current: 5.82

0.44
5.82
F-Score: 5
Z-Score: 2.43
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 (%) 7.32
LPLA's Operating margin (%) is ranked higher than
54% of the 376 Companies
in the Global Capital Markets industry.

( Industry Median: 21.34 vs. LPLA: 7.32 )
LPLA' s 10-Year Operating margin (%) Range
Min: -2.94   Max: 8.29
Current: 7.32

-2.94
8.29
Net-margin (%) 4.45
LPLA's Net-margin (%) is ranked higher than
54% of the 383 Companies
in the Global Capital Markets industry.

( Industry Median: 15.74 vs. LPLA: 4.45 )
LPLA' s 10-Year Net-margin (%) Range
Min: -1.88   Max: 5
Current: 4.45

-1.88
5
ROE (%) 16.53
LPLA's ROE (%) is ranked higher than
87% of the 380 Companies
in the Global Capital Markets industry.

( Industry Median: 7.72 vs. LPLA: 16.53 )
LPLA' s 10-Year ROE (%) Range
Min: -4.84   Max: 16.53
Current: 16.53

-4.84
16.53
ROA (%) 4.50
LPLA's ROA (%) is ranked higher than
84% of the 384 Companies
in the Global Capital Markets industry.

( Industry Median: 1.80 vs. LPLA: 4.50 )
LPLA' s 10-Year ROA (%) Range
Min: -1.56   Max: 4.5
Current: 4.5

-1.56
4.5
ROC (Joel Greenblatt) (%) 158.29
LPLA's ROC (Joel Greenblatt) (%) is ranked higher than
76% of the 363 Companies
in the Global Capital Markets industry.

( Industry Median: 126.71 vs. LPLA: 158.29 )
LPLA' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: -112.94   Max: 309.56
Current: 158.29

-112.94
309.56
Revenue Growth (%) 4.50
LPLA's Revenue Growth (%) is ranked higher than
75% of the 331 Companies
in the Global Capital Markets industry.

( Industry Median: 1.50 vs. LPLA: 4.50 )
LPLA' s 10-Year Revenue Growth (%) Range
Min: 0   Max: 6.5
Current: 4.5

0
6.5
» LPLA's 10-Y Financials

Financials


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

» Details

Guru Trades

Q3 2013

LPLA Guru Trades in Q3 2013

Jim Simons 128,600 sh (+310.86%)
Paul Tudor Jones 26,300 sh (+54.71%)
Steven Cohen 11,143 sh (+19.79%)
Chuck Akre 1,700,000 sh (unchged)
RS Investment Management 1,117,706 sh (-3.33%)
» More
Q4 2013

LPLA Guru Trades in Q4 2013

Chuck Akre 1,715,000 sh (+0.88%)
Jim Simons Sold Out
RS Investment Management 1,082,581 sh (-3.14%)
Steven Cohen 7,800 sh (-30%)
Paul Tudor Jones 11,000 sh (-58.17%)
» More
Q1 2014

LPLA Guru Trades in Q1 2014

Steve Mandel 8,518,366 sh (New)
Steven Cohen 33,829 sh (+333.71%)
Chuck Akre 1,715,000 sh (unchged)
RS Investment Management Sold Out
Paul Tudor Jones 7,147 sh (-35.03%)
» More
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
» 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%)

GuruDate Trades Impact to Portfolio Price Range * (?) Current Price Change from Average Current Shares
Steve Mandel 2014-03-31 New Buy1.9%$47.04 - $55.93 $ 48.55-8%8518366
Meridian Funds 2013-06-30 Reduce -9.54%0.13%$32.3 - $38.9 $ 48.5536%1048400
Meridian Funds 2013-03-31 Reduce -23.63%0.4%$28.16 - $33.61 $ 48.5554%1159000
Chuck Akre 2012-12-31 Add 13.33%0.4%$25.23 - $29.68 $ 48.5574%1700000
Chuck Akre 2012-09-30 Add 20%0.55%$27.44 - $34.22 $ 48.5560%1500000
Chuck Akre 2012-06-30 Add 56.25%1.22%$30.49 - $38.67 $ 48.5542%1250000
Meridian Funds 2012-06-30 Add 30.2%0.37%$30.49 - $38.67 $ 48.5542%1465365
Chuck Akre 2012-03-31 Add 166.67%1.94%$30.43 - $38.34 $ 48.5551%800000
Meridian Funds 2012-03-31 Add 412.59%1.05%$30.43 - $38.34 $ 48.5551%1125460
Meridian Funds 2011-12-31 New Buy0.22%$25.1 - $30.54 $ 48.5572%219565
Chuck Akre 2011-09-30 Add 193.98%0.94%$24.47 - $34.65 $ 48.5565%289425
Premium More recent guru trades are included for Premium Members only!!
» Interactive Charts

Peter Lynch Chart ( What is Peter Lynch Charts )

Ratios

vs
industry
vs
history
P/E(ttm) 28.20
LPLA's P/E(ttm) is ranked higher than
58% of the 437 Companies
in the Global Capital Markets industry.

( Industry Median: 23.40 vs. LPLA: 28.20 )
LPLA' s 10-Year P/E(ttm) Range
Min: 18.59   Max: 32.19
Current: 28.2

18.59
32.19
P/B 4.40
LPLA's P/B is ranked lower than
61% of the 437 Companies
in the Global Capital Markets industry.

( Industry Median: 1.51 vs. LPLA: 4.40 )
LPLA' s 10-Year P/B Range
Min: 2.06   Max: 5.26
Current: 4.4

2.06
5.26
P/S 1.20
LPLA's P/S is ranked higher than
85% of the 437 Companies
in the Global Capital Markets industry.

( Industry Median: 3.49 vs. LPLA: 1.20 )
LPLA' s 10-Year P/S Range
Min: 0.79   Max: 1.4
Current: 1.2

0.79
1.4
PFCF 17.90
LPLA's PFCF is ranked higher than
75% of the 437 Companies
in the Global Capital Markets industry.

( Industry Median: 9999.00 vs. LPLA: 17.90 )
LPLA' s 10-Year PFCF Range
Min: 7.66   Max: 35.69
Current: 17.9

7.66
35.69
EV-to-EBIT 20.44
LPLA's EV-to-EBIT is ranked higher than
71% of the 437 Companies
in the Global Capital Markets industry.

( Industry Median: 23.15 vs. LPLA: 20.44 )
LPLA' s 10-Year EV-to-EBIT Range
Min: 14   Max: 318.8
Current: 20.44

14
318.8
Shiller P/E 46.60
LPLA's Shiller P/E is ranked higher than
67% of the 437 Companies
in the Global Capital Markets industry.

( Industry Median: 963.64 vs. LPLA: 46.60 )
LPLA' s 10-Year Shiller P/E Range
Min: 38.5   Max: 58.33
Current: 46.6

38.5
58.33

Dividend & Buy Back

vs
industry
vs
history
Dividend Yield 1.90
LPLA's Dividend Yield is ranked lower than
60% of the 314 Companies
in the Global Capital Markets industry.

( Industry Median: 2.62 vs. LPLA: 1.90 )
LPLA' s 10-Year Dividend Yield Range
Min: 0.4   Max: 1.84
Current: 1.9

0.4
1.84
Dividend Payout 0.50
LPLA's Dividend Payout is ranked higher than
73% of the 437 Companies
in the Global Capital Markets industry.

( Industry Median: 0.90 vs. LPLA: 0.50 )
LPLA' s 10-Year Dividend Payout Range
Min: 0.27   Max: 0.57
Current: 0.5

0.27
0.57
Yield on cost (5-Year) 1.90
LPLA's Yield on cost (5-Year) is ranked lower than
61% of the 317 Companies
in the Global Capital Markets industry.

( Industry Median: 2.70 vs. LPLA: 1.90 )
LPLA' s 10-Year Yield on cost (5-Year) Range
Min: 0.4   Max: 1.84
Current: 1.9

0.4
1.84
Share Buyback Rate -5.80
LPLA's Share Buyback Rate is ranked higher than
58% of the 293 Companies
in the Global Capital Markets industry.

( Industry Median: -0.90 vs. LPLA: -5.80 )
LPLA' s 10-Year Share Buyback Rate Range
Min: 0   Max: -5.8
Current: -5.8

Valuation & Return

vs
industry
vs
history
Price/DCF (Projected) 1.90
LPLA's Price/DCF (Projected) is ranked higher than
72% of the 437 Companies
in the Global Capital Markets industry.

( Industry Median: 123.00 vs. LPLA: 1.90 )
LPLA' s 10-Year Price/DCF (Projected) Range
Min: 1.22   Max: 2.13
Current: 1.9

1.22
2.13
Price/Median PS Value 1.10
LPLA's Price/Median PS Value is ranked higher than
72% of the 437 Companies
in the Global Capital Markets industry.

( Industry Median: 1.20 vs. LPLA: 1.10 )
LPLA' s 10-Year Price/Median PS Value Range
Min: 0.75   Max: 1.21
Current: 1.1

0.75
1.21
Price/Peter Lynch Fair Value 1.10
LPLA's Price/Peter Lynch Fair Value is ranked higher than
92% of the 437 Companies
in the Global Capital Markets industry.

( Industry Median: 9999.00 vs. LPLA: 1.10 )
LPLA' s 10-Year Price/Peter Lynch Fair Value Range
Min: 1.14   Max: 1.14
Current: 1.1

Earnings Yield (Greenblatt) 4.80
LPLA's Earnings Yield (Greenblatt) is ranked higher than
54% of the 364 Companies
in the Global Capital Markets industry.

( Industry Median: 6.60 vs. LPLA: 4.80 )
LPLA' s 10-Year Earnings Yield (Greenblatt) Range
Min: 0.3   Max: 7.1
Current: 4.8

0.3
7.1
Forward Rate of Return (Yacktman) 57.08
LPLA's Forward Rate of Return (Yacktman) is ranked higher than
95% of the 326 Companies
in the Global Capital Markets industry.

( Industry Median: 5.32 vs. LPLA: 57.08 )
LPLA' s 10-Year Forward Rate of Return (Yacktman) Range
Min: 1.7   Max: 57.3
Current: 57.08

1.7
57.3

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. Through proprietary technology, custody and clearing platforms, the Company offers access to financial products and services that enable them to provide financial advice and brokerage services to retail investors. Today it provides an integrated platform of proprietary technology, brokerage, and investment advisory services to over 12,500 financial advisors as the nation's largest independent broker/dealer, making it a distributor of financial products in the United States. In addition, it supports over 4,000 financial advisors with customized clearing, advisory platform, and technology solutions. Though LPL Financial was originally established to serve the independent advisor, today it serves three customer groups: Independent Advisor Services supports more than 12,000 independent and registered investment advisors; Institution Services supports financial advisors at approximately 680 regional and community banks and credit unions; and Custom Clearing Services supports approximately 4,000 advisors affiliated and licensed with insurance companies through a unique outsourcing arrangement.
» More Articles for LPLA

Headlines

Articles On GuruFocus.com
Meridian Funds Q4 Portfolio Update; Buys LII, LPLA, ALL, EMR, KLAC, WAG Feb 10 2012 

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