Business Description
LPL Financial Holdings Inc
NAICS : 523110
SIC : 6211
ISIN : US50212V1008
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Traded in other countries / regions
LPLA.USA7LI.GermanyLPLA.Mexico IPO Date
2010-11-18Description
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 2022, the company had nearly 20,000 advisors on its platform managing over $1 trillion of client assets.
Financial Strength
4/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| Cash-To-Debt | 0.24 | |||||
| Equity-to-Asset | 0.23 | |||||
| Debt-to-Equity | 1.52 | |||||
| Debt-to-EBITDA | N/A |
N/A
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N/A
| |||
| Interest Coverage | N/A |
N/A
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N/A
| |||
| Piotroski F-Score | 8/9 | |||||
| Beneish M-Score | -2.8 | |||||
| WACC vs ROIC | ||||||
Growth Rank
7/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| 3-Year Revenue Growth Rate | 16 | |||||
| 3-Year EPS without NRI Growth Rate | 16.2 | |||||
| 3-Year FCF Growth Rate | 54 | |||||
| 3-Year Book Growth Rate | 28.9 | |||||
| Future 3-5Y EPS without NRI Growth Rate | 13.4 |
Momentum Rank
8/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| 5-Day RSI | 36.2 | |||||
| 9-Day RSI | 43.99 | |||||
| 14-Day RSI | 49.22 | |||||
| 6-1 Month Momentum % | 15.9 | |||||
| 12-1 Month Momentum % | 7.68 |
Liquidity Ratio
| Name | Current | Vs Industry | Vs History |
|---|
Dividend & Buy Back
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| Dividend Yield % | 0.48 | |||||
| Dividend Payout Ratio | 0.07 | |||||
| Forward Dividend Yield % | 0.5 | |||||
| 5-Year Yield-on-Cost % | 0.48 | |||||
| 3-Year Average Share Buyback Ratio | 0.4 | |||||
| Shareholder Yield % | 8.48 |
Profitability Rank
6/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| Net Margin % | 32.06 | |||||
| ROE % | 56.93 | |||||
| ROA % | 12.93 | |||||
| Years of Profitability over Past 10-Year | 10 |
GF Value Rank
8/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| PE Ratio | 16.17 | |||||
| Forward PE Ratio | 14.71 | |||||
| PE Ratio without NRI | 16.17 | |||||
| Shiller PE Ratio | 41.6 | |||||
| Price-to-Owner-Earnings | 11.2 | |||||
| PEG Ratio | 0.76 | |||||
| PS Ratio | 5.19 | |||||
| PB Ratio | 8.58 | |||||
| Price-to-Free-Cash-Flow | 10.78 | |||||
| Price-to-Operating-Cash-Flow | 8.95 | |||||
| EV-to-Forward-EBIT | 11.61 | |||||
| EV-to-Forward-EBITDA | 9.89 | |||||
| EV-to-Revenue | 5.62 | |||||
| EV-to-Forward-Revenue | 2.03 | |||||
| EV-to-FCF | 11.54 | |||||
| Price-to-Projected-FCF | 1.74 | |||||
| Price-to-Median-PS-Value | 1.38 | |||||
| Price-to-Peter-Lynch-Fair-Value | 0.7 | |||||
| Forward Rate of Return (Yacktman) % | 23.37 |
Balance Sheet Breakdown
No Enough Data
Cashflow Statement Breakdown
No Enough Data
Historical Operating Revenue by Business Segment
Historical Operating Revenue by Geographic Region
Guru Trades
See DetailsInsider Trades
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No Available Data
Peter Lynch Chart
Performance
Dividend
Log
Bar
Annualized Return % Â
Total Annual Return % Â
LPL Financial Holdings Inc Executives
DetailsAnalyst Estimate
Key Statistics
| Name | Value | ||
|---|---|---|---|
| Revenue (TTM) (Mil $) | 3,667.544 | ||
| EPS (TTM) ($) | 14.7 | ||
| Beta | 0.64 | ||
| Volatility % | 34.71 | ||
| 14-Day RSI | 49.22 | ||
| 14-Day ATR ($) | 4.856291 | ||
| 20-Day SMA ($) | 240.598 | ||
| 12-1 Month Momentum % | 7.68 | ||
| 52-Week Range ($) | 179 - 271.56 | ||
| Shares Outstanding (Mil) | 76.3 |
Piotroski F-Score Details
Year:
| Component | Result | ||
|---|---|---|---|
| Piotroski F-Score | 8 | ||
| Positive ROA | |||
| Positive CFROA | |||
| Higher ROA yoy | |||
| CFROA > ROA | |||
| Lower Leverage yoy | |||
| Higher Current Ratio yoy | |||
| Less Shares Outstanding yoy | |||
| Higher Gross Margin yoy | |||
| Higher Asset Turnover yoy |
LPL Financial Holdings Inc Filings
| Filing Date | Document Date | Form | ||
|---|---|---|---|---|
| No Filing Data | ||||
LPL Financial Holdings Inc Stock Events
| Event | Date | Price($) | ||
|---|---|---|---|---|
| No Event Data | ||||
LPL Financial Holdings Inc Frequently Asked Questions
What is LPL Financial Holdings Inc(LPLA)'s stock price today?
The current price of LPLA is $237.68. The 52 week high of LPLA is $271.56 and 52 week low is $179.00.
When is next earnings date of LPL Financial Holdings Inc(LPLA)?
The next earnings date of LPL Financial Holdings Inc(LPLA) is 2023-10-27 Est..
Does LPL Financial Holdings Inc(LPLA) pay dividends? If so, how much?
The Dividend Yield %  of LPL Financial Holdings Inc(LPLA) is 0.48% (As of Today), Highest Dividend Payout Ratio of LPL Financial Holdings Inc(LPLA) was 0.58. The lowest was 0.07. And the median was 0.29. The  Forward Dividend Yield % of LPL Financial Holdings Inc(LPLA) is 0.5%. For more information regarding to dividend, please check our Dividend Page.
Press Release
| Subject | Date | |||
|---|---|---|---|---|
| No Press Release | ||||
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