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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 : 3/10

vs
industry
vs
history
Cash to Debt 0.24
LPLA's Cash to Debt is ranked lower than
89% of the 578 Companies
in the Global Capital Markets industry.

( Industry Median: 34.92 vs. LPLA: 0.24 )
Ranked among companies with meaningful Cash to Debt only.
LPLA' s Cash to Debt Range Over the Past 10 Years
Min: 0.13  Med: 0.30 Max: N/A
Current: 0.24
Equity to Asset 0.24
LPLA's Equity to Asset is ranked lower than
74% of the 579 Companies
in the Global Capital Markets industry.

( Industry Median: 0.58 vs. LPLA: 0.24 )
Ranked among companies with meaningful Equity to Asset only.
LPLA' s Equity to Asset Range Over the Past 10 Years
Min: 0.22  Med: 0.27 Max: 0.36
Current: 0.24
0.22
0.36
Interest Coverage 6.01
LPLA's Interest Coverage is ranked lower than
73% of the 486 Companies
in the Global Capital Markets industry.

( Industry Median: 124.12 vs. LPLA: 6.01 )
Ranked among companies with meaningful Interest Coverage only.
LPLA' s Interest Coverage Range Over the Past 10 Years
Min: 0.44  Med: 4.11 Max: 48.96
Current: 6.01
0.44
48.96
F-Score: 5
WACC vs ROIC
7.13%
8.91%
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 : 4/10

vs
industry
vs
history
Operating margin (%) 7.48
LPLA's Operating margin (%) is ranked lower than
58% of the 610 Companies
in the Global Capital Markets industry.

( Industry Median: 13.60 vs. LPLA: 7.48 )
Ranked among companies with meaningful Operating margin (%) only.
LPLA' s Operating margin (%) Range Over the Past 10 Years
Min: -1.68  Med: 5.54 Max: 8.29
Current: 7.48
-1.68
8.29
Net-margin (%) 4.43
LPLA's Net-margin (%) is ranked lower than
62% of the 616 Companies
in the Global Capital Markets industry.

( Industry Median: 11.92 vs. LPLA: 4.43 )
Ranked among companies with meaningful Net-margin (%) only.
LPLA' s Net-margin (%) Range Over the Past 10 Years
Min: -1.88  Med: 2.72 Max: 5
Current: 4.43
-1.88
5
ROE (%) 19.43
LPLA's ROE (%) is ranked higher than
80% of the 633 Companies
in the Global Capital Markets industry.

( Industry Median: 5.26 vs. LPLA: 19.43 )
Ranked among companies with meaningful ROE (%) only.
LPLA' s ROE (%) Range Over the Past 10 Years
Min: -5.62  Med: 10.73 Max: 17.19
Current: 19.43
-5.62
17.19
ROA (%) 4.75
LPLA's ROA (%) is ranked higher than
72% of the 644 Companies
in the Global Capital Markets industry.

( Industry Median: 1.77 vs. LPLA: 4.75 )
Ranked among companies with meaningful ROA (%) only.
LPLA' s ROA (%) Range Over the Past 10 Years
Min: -1.63  Med: 2.41 Max: 4.57
Current: 4.75
-1.63
4.57
Revenue Growth (3Y)(%) 11.80
LPLA's Revenue Growth (3Y)(%) is ranked higher than
64% of the 479 Companies
in the Global Capital Markets industry.

( Industry Median: 3.90 vs. LPLA: 11.80 )
Ranked among companies with meaningful Revenue Growth (3Y)(%) only.
LPLA' s Revenue Growth (3Y)(%) Range Over the Past 10 Years
Min: 0  Med: 0.00 Max: 11.8
Current: 11.8
0
11.8
EBITDA Growth (3Y)(%) 7.10
LPLA's EBITDA Growth (3Y)(%) is ranked lower than
53% of the 361 Companies
in the Global Capital Markets industry.

( Industry Median: 9.60 vs. LPLA: 7.10 )
Ranked among companies with meaningful EBITDA Growth (3Y)(%) only.
LPLA' s EBITDA Growth (3Y)(%) Range Over the Past 10 Years
Min: 0  Med: 0.00 Max: 110
Current: 7.1
0
110
EPS Growth (3Y)(%) 4.80
LPLA's EPS Growth (3Y)(%) is ranked lower than
55% of the 359 Companies
in the Global Capital Markets industry.

( Industry Median: 8.20 vs. LPLA: 4.80 )
Ranked among companies with meaningful EPS Growth (3Y)(%) only.
LPLA' s EPS Growth (3Y)(%) Range Over the Past 10 Years
Min: 0  Med: 0.00 Max: 4.8
Current: 4.8
0
4.8
» LPLA's 10-Y Financials

Financials (Next Earnings Date: 2016-02-11)


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

» Details

Guru Trades

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
Q3 2015

LPLA Guru Trades in Q3 2015

First Pacific Advisors 4,392,110 sh (+64.71%)
Chuck Akre 750,500 sh (-43.08%)
» 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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Peter Lynch Chart ( What is Peter Lynch Charts )

Top Ranked Articles about LPL Financial Holdings Inc

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First Pacific Advisors Buys Alcoa, Bank of America The fund sold out Intel but increased its stake in Oracle
Robert L. Rodriguez is the CEO of First Pacific Advisors, a Los Angeles-based money management firm practicing a disciplined approach to value investing, prudently seeking superior long-term returns, while maintaining a focus on capital preservation. Read more...
Chuck Akre Sells Stake in Discovery Communications Guru adds to holdings in American Tower and Verisk Analytics
A classic value approach guides Chuck Akre (Trades, Portfolio)’s investment decisions, and, by extension, his Akre Capital Private Asset Management. The firm’s recent track record illustrates how successful his approach has been, with returns of 11.53% in 2014, 18.5% in 2013 and 37.54% in 2012. Read more...

Ratios

vs
industry
vs
history
P/E(ttm) 14.30
LPLA's P/E(ttm) is ranked higher than
57% of the 635 Companies
in the Global Capital Markets industry.

( Industry Median: 16.84 vs. LPLA: 14.30 )
Ranked among companies with meaningful P/E(ttm) only.
LPLA' s P/E(ttm) Range Over the Past 10 Years
Min: 14.3  Med: 23.95 Max: 32.19
Current: 14.3
14.3
32.19
Forward P/E 10.82
LPLA's Forward P/E is ranked higher than
65% of the 223 Companies
in the Global Capital Markets industry.

( Industry Median: 13.16 vs. LPLA: 10.82 )
Ranked among companies with meaningful Forward P/E only.
N/A
PE(NRI) 14.30
LPLA's PE(NRI) is ranked higher than
58% of the 506 Companies
in the Global Capital Markets industry.

( Industry Median: 17.40 vs. LPLA: 14.30 )
Ranked among companies with meaningful PE(NRI) only.
LPLA' s PE(NRI) Range Over the Past 10 Years
Min: 14.3  Med: 23.95 Max: 32.19
Current: 14.3
14.3
32.19
P/B 2.72
LPLA's P/B is ranked lower than
78% of the 770 Companies
in the Global Capital Markets industry.

( Industry Median: 1.22 vs. LPLA: 2.72 )
Ranked among companies with meaningful P/B only.
LPLA' s P/B Range Over the Past 10 Years
Min: 2.06  Med: 3.43 Max: 5.27
Current: 2.72
2.06
5.27
P/S 0.64
LPLA's P/S is ranked higher than
88% of the 770 Companies
in the Global Capital Markets industry.

( Industry Median: 2.83 vs. LPLA: 0.64 )
Ranked among companies with meaningful P/S only.
LPLA' s P/S Range Over the Past 10 Years
Min: 0.62  Med: 1.06 Max: 1.4
Current: 0.64
0.62
1.4
PFCF 16.39
LPLA's PFCF is ranked lower than
58% of the 318 Companies
in the Global Capital Markets industry.

( Industry Median: 13.30 vs. LPLA: 16.39 )
Ranked among companies with meaningful PFCF only.
LPLA' s PFCF Range Over the Past 10 Years
Min: 7.92  Med: 22.32 Max: 70.45
Current: 16.39
7.92
70.45
POCF 11.55
LPLA's POCF is ranked lower than
51% of the 358 Companies
in the Global Capital Markets industry.

( Industry Median: 11.31 vs. LPLA: 11.55 )
Ranked among companies with meaningful POCF only.
LPLA' s POCF Range Over the Past 10 Years
Min: 7.23  Med: 16.14 Max: 35.69
Current: 11.55
7.23
35.69
EV-to-EBIT 12.27
LPLA's EV-to-EBIT is ranked higher than
62% of the 596 Companies
in the Global Capital Markets industry.

( Industry Median: 15.15 vs. LPLA: 12.27 )
Ranked among companies with meaningful EV-to-EBIT only.
LPLA' s EV-to-EBIT Range Over the Past 10 Years
Min: -349.4  Med: 17.60 Max: 318.8
Current: 12.27
-349.4
318.8
EV-to-EBITDA 9.25
LPLA's EV-to-EBITDA is ranked higher than
69% of the 607 Companies
in the Global Capital Markets industry.

( Industry Median: 13.25 vs. LPLA: 9.25 )
Ranked among companies with meaningful EV-to-EBITDA only.
LPLA' s EV-to-EBITDA Range Over the Past 10 Years
Min: 9.25  Med: 14.00 Max: 128.2
Current: 9.25
9.25
128.2

Dividend & Buy Back

vs
industry
vs
history
Dividend Yield 3.58
LPLA's Dividend Yield is ranked higher than
50% of the 530 Companies
in the Global Capital Markets industry.

( Industry Median: 3.29 vs. LPLA: 3.58 )
Ranked among companies with meaningful Dividend Yield only.
LPLA' s Dividend Yield Range Over the Past 10 Years
Min: 0.4  Med: 1.61 Max: 3.59
Current: 3.58
0.4
3.59
Dividend Payout 0.51
LPLA's Dividend Payout is ranked higher than
53% of the 323 Companies
in the Global Capital Markets industry.

( Industry Median: 0.41 vs. LPLA: 0.51 )
Ranked among companies with meaningful Dividend Payout only.
LPLA' s Dividend Payout Range Over the Past 10 Years
Min: 0.27  Med: 0.48 Max: 0.73
Current: 0.51
0.27
0.73
Forward Dividend Yield 3.58
LPLA's Forward Dividend Yield is ranked lower than
51% of the 462 Companies
in the Global Capital Markets industry.

( Industry Median: 3.38 vs. LPLA: 3.58 )
Ranked among companies with meaningful Forward Dividend Yield only.
N/A
Yield on cost (5-Year) 3.59
LPLA's Yield on cost (5-Year) is ranked lower than
52% of the 536 Companies
in the Global Capital Markets industry.

( Industry Median: 3.50 vs. LPLA: 3.59 )
Ranked among companies with meaningful Yield on cost (5-Year) only.
LPLA' s Yield on cost (5-Year) Range Over the Past 10 Years
Min: 0.4  Med: 1.61 Max: 3.59
Current: 3.59
0.4
3.59
3-Year Average Share Buyback Ratio 3.20
LPLA's 3-Year Average Share Buyback Ratio is ranked higher than
91% of the 316 Companies
in the Global Capital Markets industry.

( Industry Median: -1.70 vs. LPLA: 3.20 )
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: -5.8  Med: 0.00 Max: 0
Current: 3.2
-5.8
0

Valuation & Return

vs
industry
vs
history
Price/Projected FCF 1.07
LPLA's Price/Projected FCF is ranked lower than
52% of the 318 Companies
in the Global Capital Markets industry.

( Industry Median: 1.01 vs. LPLA: 1.07 )
Ranked among companies with meaningful Price/Projected FCF only.
LPLA' s Price/Projected FCF Range Over the Past 10 Years
Min: 1.41  Med: 1.84 Max: 2.46
Current: 1.07
1.41
2.46
Price/Median PS Value 0.60
LPLA's Price/Median PS Value is ranked higher than
79% of the 680 Companies
in the Global Capital Markets industry.

( Industry Median: 0.94 vs. LPLA: 0.60 )
Ranked among companies with meaningful Price/Median PS Value only.
LPLA' s Price/Median PS Value Range Over the Past 10 Years
Min: 0.77  Med: 1.01 Max: 1.24
Current: 0.6
0.77
1.24
Price/Peter Lynch Fair Value 0.57
LPLA's Price/Peter Lynch Fair Value is ranked higher than
71% of the 115 Companies
in the Global Capital Markets industry.

( Industry Median: 1.71 vs. LPLA: 0.57 )
Ranked among companies with meaningful Price/Peter Lynch Fair Value only.
LPLA' s Price/Peter Lynch Fair Value Range Over the Past 10 Years
Min: 0.81  Med: 1.01 Max: 1.16
Current: 0.57
0.81
1.16
Earnings Yield (Greenblatt) (%) 8.11
LPLA's Earnings Yield (Greenblatt) (%) is ranked higher than
70% of the 604 Companies
in the Global Capital Markets industry.

( Industry Median: 4.10 vs. LPLA: 8.11 )
Ranked among companies with meaningful Earnings Yield (Greenblatt) (%) only.
LPLA' s Earnings Yield (Greenblatt) (%) Range Over the Past 10 Years
Min: 0.3  Med: 5.60 Max: 8.11
Current: 8.11
0.3
8.11
Forward Rate of Return (Yacktman) (%) 50.92
LPLA's Forward Rate of Return (Yacktman) (%) is ranked higher than
96% of the 165 Companies
in the Global Capital Markets industry.

( Industry Median: 10.88 vs. LPLA: 50.92 )
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: 0.40 Max: 59.3
Current: 50.92
0.2
59.3

More Statistics

Revenue(Mil) $4305
EPS $ 1.96
Beta1.31
Short Percentage of Float22.35%
52-Week Range $26.46 - 48.18
Shares Outstanding(Mil)94.99

Analyst Estimate

Dec15 Dec16 Dec17
Revenue(Mil) 4,294 4,372 4,429
EPS($) 2.19 2.34 2.58
EPS without NRI($) 2.19 2.34 2.58

Latest Earnings Webcast

» More Conference Calls

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

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