Business Description
LPL Financial Holdings Inc
NAICS : 523110
SIC : 6211
4707 Executive Drive, San Diego, CA, USA, 92121
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Traded in other countries / regions
7LI.Germany
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LPLA.USA
Description
LPL Financial Holdings is an independent broker/dealer that provides a platform of proprietary technology, brokerage, and investment advisory services to financial advisors and institutions. As of the end of 2021, the company had nearly 20,000 advisors on its platform managing over $1 trillion of client assets.
Financial Strength
3/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| Cash-To-Debt | 0.24 | |||||
| Equity-to-Asset | 0.24 | |||||
| Debt-to-Equity | 1.6 | |||||
| Debt-to-EBITDA | 1.16 | |||||
| Interest Coverage | N/A |
N/A
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N/A
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| Piotroski F-Score | 6/9 | |||||
| Altman Z-Score | 0 | |||||
| Beneish M-Score | -2.3 | |||||
| WACC vs ROIC | ||||||
Growth Rank
6/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| 3-Year Revenue Growth Rate | 12.7 | |||||
| 3-Year EPS without NRI Growth Rate | 5.1 | |||||
| 3-Year FCF Growth Rate | -16.3 | |||||
| 3-Year Book Growth Rate | 22.2 | |||||
| Future 3-5Y EPS without NRI Growth Rate Industry Rank | 25.64 |
Momentum Rank
6/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| 5-Day RSI | 68.33 | |||||
| 9-Day RSI | 71.33 | |||||
| 14-Day RSI | 69.83 | |||||
| 6-1 Month Momentum % | 5.45 | |||||
| 12-1 Month Momentum % | 39.2 |
Liquidity Ratio
| Name | Current | Vs Industry | Vs History |
|---|
Dividend & Buy Back
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| Dividend Yield % | 0.42 | |||||
| Dividend Payout Ratio | 0.16 | |||||
| Forward Dividend Yield % | 0.46 | |||||
| 5-Year Yield-on-Cost % | 0.42 | |||||
| 3-Year Average Share Buyback Ratio | 2 |
Profitability Rank
5/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| Net Margin % | 19.87 | |||||
| ROE % | 30.01 | |||||
| ROA % | 6.6 | |||||
| Years of Profitability over Past 10-Year | 10 |
GF Value Rank
9/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| PE Ratio | 36.76 | |||||
| Forward PE Ratio | 23.92 | |||||
| PE Ratio without NRI | 36.77 | |||||
| Shiller PE Ratio | 53.62 | |||||
| Price-to-Owner-Earnings | 149.63 | |||||
| PEG Ratio | 2.16 | |||||
| PS Ratio | 7.3 | |||||
| PB Ratio | 9.87 | |||||
| Price-to-Free-Cash-Flow | 81.48 | |||||
| Price-to-Operating-Cash-Flow | 36.5 | |||||
| EV-to-Forward-EBIT | 20.6 | |||||
| EV-to-Forward-EBITDA | 16.56 | |||||
| EV-to-Revenue | 8.02 | |||||
| EV-to-Forward-Revenue | 2.55 | |||||
| EV-to-FCF | 89.29 | |||||
| Price-to-Projected-FCF | 2.85 | |||||
| Price-to-Median-PS-Value | 2.02 | |||||
| Price-to-Peter-Lynch-Fair-Value | 2.03 | |||||
| Forward Rate of Return (Yacktman) % | 20.29 |
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Analyst Estimate
Key Statistics
| Name | Value | ||
|---|---|---|---|
| Revenue (TTM) (Mil €) | 2,286.397 | ||
| EPS (TTM) (€) | 5.592 | ||
| Beta | 1.2 | ||
| Volatility % | 20.95 | ||
| 14-Day RSI | 69.83 | ||
| 14-Day ATR (€) | 4.176704 | ||
| 20-Day SMA (€) | 202.45 | ||
| 12-1 Month Momentum % | 39.2 | ||
| 52-Week Range (€) | 118 - 222 | ||
| Shares Outstanding (Mil) | 79.77 |
Piotroski F-Score Details
Year:
| Component | Result | ||
|---|---|---|---|
| Piotroski F-Score | 6 | ||
| Positive ROA | |||
| Positive CFROA | |||
| Higher ROA yoy | |||
| CFROA > ROA | |||
| Lower Leverage yoy | |||
| Higher Current Ratio yoy | |||
| Less Shares Outstanding yoy | |||
| Higher Gross Margin yoy | |||
| Higher Asset Turnover yoy |
LPL Financial Holdings Inc Filings
| Document | Form | Filing Date | ||
|---|---|---|---|---|
| No Filing Data | ||||