Switch to:
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 : 6/10

vs
industry
vs
history
Cash-to-Debt 0.41
LPLA's Cash-to-Debt is ranked lower than
90% of the 720 Companies
in the Global Capital Markets industry.

( Industry Median: 1845.25 vs. LPLA: 0.41 )
Ranked among companies with meaningful Cash-to-Debt only.
LPLA' s Cash-to-Debt Range Over the Past 10 Years
Min: 0.13  Med: 0.32 Max: N/A
Current: 0.41
Equity-to-Asset 0.19
LPLA's Equity-to-Asset is ranked lower than
81% of the 551 Companies
in the Global Capital Markets industry.

( Industry Median: 0.50 vs. LPLA: 0.19 )
Ranked among companies with meaningful Equity-to-Asset only.
LPLA' s Equity-to-Asset Range Over the Past 10 Years
Min: 0.16  Med: 0.26 Max: 0.36
Current: 0.19
0.16
0.36
Interest Coverage 4.90
LPLA's Interest Coverage is ranked lower than
74% of the 618 Companies
in the Global Capital Markets industry.

( Industry Median: 79.07 vs. LPLA: 4.90 )
Ranked among companies with meaningful Interest Coverage only.
LPLA' s Interest Coverage Range Over the Past 10 Years
Min: 0.72  Med: 4.11 Max: 5.82
Current: 4.9
0.72
5.82
Beneish M-Score: -2.73
WACC vs ROIC
11.51%
10.42%
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 : 5/10

vs
industry
vs
history
Operating Margin % 9.08
LPLA's Operating Margin % is ranked lower than
59% of the 703 Companies
in the Global Capital Markets industry.

( Industry Median: 14.82 vs. LPLA: 9.08 )
Ranked among companies with meaningful Operating Margin % only.
LPLA' s Operating Margin % Range Over the Past 10 Years
Min: -1.68  Med: 6.81 Max: 9.08
Current: 9.08
-1.68
9.08
Net Margin % 5.19
LPLA's Net Margin % is ranked lower than
61% of the 703 Companies
in the Global Capital Markets industry.

( Industry Median: 11.04 vs. LPLA: 5.19 )
Ranked among companies with meaningful Net Margin % only.
LPLA' s Net Margin % Range Over the Past 10 Years
Min: -1.88  Med: 4.06 Max: 5.19
Current: 5.19
-1.88
5.19
ROE % 25.46
LPLA's ROE % is ranked higher than
86% of the 704 Companies
in the Global Capital Markets industry.

( Industry Median: 5.78 vs. LPLA: 25.46 )
Ranked among companies with meaningful ROE % only.
LPLA' s ROE % Range Over the Past 10 Years
Min: -5.62  Med: 12.88 Max: 25.46
Current: 25.46
-5.62
25.46
ROA % 4.45
LPLA's ROA % is ranked higher than
66% of the 720 Companies
in the Global Capital Markets industry.

( Industry Median: 1.77 vs. LPLA: 4.45 )
Ranked among companies with meaningful ROA % only.
LPLA' s ROA % Range Over the Past 10 Years
Min: -1.63  Med: 3.92 Max: 4.57
Current: 4.45
-1.63
4.57
3-Year Revenue Growth Rate 4.40
LPLA's 3-Year Revenue Growth Rate is ranked higher than
50% of the 564 Companies
in the Global Capital Markets industry.

( Industry Median: 4.40 vs. LPLA: 4.40 )
Ranked among companies with meaningful 3-Year Revenue Growth Rate only.
LPLA' s 3-Year Revenue Growth Rate Range Over the Past 10 Years
Min: 0  Med: 0 Max: 11.8
Current: 4.4
0
11.8
3-Year EBITDA Growth Rate 8.20
LPLA's 3-Year EBITDA Growth Rate is ranked higher than
52% of the 461 Companies
in the Global Capital Markets industry.

( Industry Median: 6.60 vs. LPLA: 8.20 )
Ranked among companies with meaningful 3-Year EBITDA Growth Rate only.
LPLA' s 3-Year EBITDA Growth Rate Range Over the Past 10 Years
Min: 0  Med: 0 Max: 109.4
Current: 8.2
0
109.4
3-Year EPS without NRI Growth Rate 7.40
LPLA's 3-Year EPS without NRI Growth Rate is ranked lower than
51% of the 446 Companies
in the Global Capital Markets industry.

( Industry Median: 8.70 vs. LPLA: 7.40 )
Ranked among companies with meaningful 3-Year EPS without NRI Growth Rate only.
LPLA' s 3-Year EPS without NRI Growth Rate Range Over the Past 10 Years
Min: 0  Med: 0 Max: 8.3
Current: 7.4
0
8.3
GuruFocus has detected 5 Warning Signs with LPL Financial Holdings Inc $LPLA.
More than 500,000 people have already joined GuruFocus to track the stocks they follow and exchange investment ideas.
» LPLA's 30-Y Financials

Financials (Next Earnings Date: 2017-11-02 Est.)


Revenue & Net Income
Equity & Asset
Operating Cash Flow & Free Cash Flow
Operating Cash Flow & Net Income

» Details

Guru Trades

Q3 2016

LPLA Guru Trades in Q3 2016

Steven Romick 4,165,970 sh (unchged)
First Pacific Advisors 4,565,690 sh (unchged)
Joel Greenblatt 9,512 sh (-28.63%)
» More
Q4 2016

LPLA Guru Trades in Q4 2016

Paul Tudor Jones 17,899 sh (New)
First Pacific Advisors 4,586,490 sh (+0.46%)
Steven Romick 4,165,970 sh (unchged)
Joel Greenblatt 6,274 sh (-34.04%)
» More
Q1 2017

LPLA Guru Trades in Q1 2017

Steven Cohen 1,174,104 sh (New)
Lee Ainslie 71,650 sh (New)
Steven Romick 4,165,970 sh (unchged)
Paul Tudor Jones Sold Out
Joel Greenblatt Sold Out
First Pacific Advisors 4,572,670 sh (-0.30%)
» More
Q2 2017

LPLA Guru Trades in Q2 2017

Steven Cohen 1,191,071 sh (+1.45%)
Steven Romick 4,165,970 sh (unchged)
First Pacific Advisors 4,549,350 sh (-0.51%)
Lee Ainslie 59,030 sh (-17.61%)
» More
» Details

Insider Trades

Latest Guru Trades with NAS: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
Joel Greenblatt 2017-03-31 Sold Out $35.61 - $41.03 $ 46.3418%0
Joel Greenblatt 2016-12-31 Reduce -34.04%$29.23 - $42.45 $ 46.3433%6,274
Joel Greenblatt 2016-09-30 Reduce -28.63%$21.35 - $30.41 $ 46.3471%9,512
Premium More recent guru trades are included for Premium Members only!!
Premium More recent guru trades are included for USA Subscribe Members only!!
» Interactive Charts

Peter Lynch Chart ( What is Peter Lynch Charts )

Business Description

Industry: Brokers & Exchanges » Capital Markets    NAICS: 523110    SIC: 6211
Compare:NAS:BGCP, NYSE:SF, NAS:VIRT, NYSE:EVR, NYSE:HLI, NYSE:FSIC, NYSE:FDS, NYSE:ENV, NYSE:KCG, NAS:MKTX, NAS:HLNE, NYSE:PJT, NYSE:DFIN, NAS:INTL, NYSE:ITG, NAS:COWN, AMEX:LTS, NYSE:GHL, NYSE:GCAP, NYSE:OPY » details
Traded in other countries:7LI.Germany,
Headquarter Location:USA
LPL Financial Holdings Inc operates as a broker through its subsidiaries. The company provides a platform of proprietary technology, brokerage, and investment advisor services to financial advisors and institutions.

LPL Financial Holdings is a broker/dealer that provides a platform of proprietary technology, brokerage, and investment advisor services to financial advisors and institutions. The company also provides financial advisors licensed with insurance companies with customized clearing services, advisory platforms, and technology solutions. LPL provides a range of services through its subsidiaries. The Private Trust Company supplies trust administration, investment management oversight and custodial services for estates and families; Independent Advisers Group Corporation offers investment advisory solutions to insurance companies; and LPL Insurance Associates operates as a brokerage general agency that offers life, long-term care, and disability insurance sales and services.

Ratios

vs
industry
vs
history
PE Ratio 20.16
LPLA's PE Ratio is ranked lower than
51% of the 519 Companies
in the Global Capital Markets industry.

( Industry Median: 19.82 vs. LPLA: 20.16 )
Ranked among companies with meaningful PE Ratio only.
LPLA' s PE Ratio Range Over the Past 10 Years
Min: 9.43  Med: 22.93 Max: 32.19
Current: 20.16
9.43
32.19
PE Ratio without NRI 20.16
LPLA's PE Ratio without NRI is ranked lower than
51% of the 520 Companies
in the Global Capital Markets industry.

( Industry Median: 20.00 vs. LPLA: 20.16 )
Ranked among companies with meaningful PE Ratio without NRI only.
LPLA' s PE Ratio without NRI Range Over the Past 10 Years
Min: 9.43  Med: 22.93 Max: 32.19
Current: 20.16
9.43
32.19
Price-to-Owner-Earnings 16.15
LPLA's Price-to-Owner-Earnings is ranked lower than
90% of the 259 Companies
in the Global Capital Markets industry.

( Industry Median: 16.26 vs. LPLA: 16.15 )
Ranked among companies with meaningful Price-to-Owner-Earnings only.
LPLA' s Price-to-Owner-Earnings Range Over the Past 10 Years
Min: 7.37  Med: 29.24 Max: 118.45
Current: 16.15
7.37
118.45
PB Ratio 4.66
LPLA's PB Ratio is ranked lower than
86% of the 556 Companies
in the Global Capital Markets industry.

( Industry Median: 1.29 vs. LPLA: 4.66 )
Ranked among companies with meaningful PB Ratio only.
LPLA' s PB Ratio Range Over the Past 10 Years
Min: 2.06  Med: 3.49 Max: 5.81
Current: 4.66
2.06
5.81
PS Ratio 1.05
LPLA's PS Ratio is ranked higher than
84% of the 683 Companies
in the Global Capital Markets industry.

( Industry Median: 3.90 vs. LPLA: 1.05 )
Ranked among companies with meaningful PS Ratio only.
LPLA' s PS Ratio Range Over the Past 10 Years
Min: 0.38  Med: 1.01 Max: 1.4
Current: 1.05
0.38
1.4
Price-to-Free-Cash-Flow 12.92
LPLA's Price-to-Free-Cash-Flow is ranked lower than
79% of the 190 Companies
in the Global Capital Markets industry.

( Industry Median: 13.58 vs. LPLA: 12.92 )
Ranked among companies with meaningful Price-to-Free-Cash-Flow only.
LPLA' s Price-to-Free-Cash-Flow Range Over the Past 10 Years
Min: 7.78  Med: 21.87 Max: 69.82
Current: 12.92
7.78
69.82
Price-to-Operating-Cash-Flow 9.25
LPLA's Price-to-Operating-Cash-Flow is ranked lower than
55% of the 220 Companies
in the Global Capital Markets industry.

( Industry Median: 13.33 vs. LPLA: 9.25 )
Ranked among companies with meaningful Price-to-Operating-Cash-Flow only.
LPLA' s Price-to-Operating-Cash-Flow Range Over the Past 10 Years
Min: 5.75  Med: 14.79 Max: 35.69
Current: 9.25
5.75
35.69
EV-to-EBIT 14.97
LPLA's EV-to-EBIT is ranked lower than
51% of the 527 Companies
in the Global Capital Markets industry.

( Industry Median: 15.43 vs. LPLA: 14.97 )
Ranked among companies with meaningful EV-to-EBIT only.
LPLA' s EV-to-EBIT Range Over the Past 10 Years
Min: -349.4  Med: 16.9 Max: 318.8
Current: 14.97
-349.4
318.8
EV-to-EBITDA 11.30
LPLA's EV-to-EBITDA is ranked higher than
58% of the 545 Companies
in the Global Capital Markets industry.

( Industry Median: 14.13 vs. LPLA: 11.30 )
Ranked among companies with meaningful EV-to-EBITDA only.
LPLA' s EV-to-EBITDA Range Over the Past 10 Years
Min: 7.9  Med: 13.5 Max: 128.2
Current: 11.3
7.9
128.2
PEG Ratio 2.44
LPLA's PEG Ratio is ranked lower than
72% of the 200 Companies
in the Global Capital Markets industry.

( Industry Median: 1.23 vs. LPLA: 2.44 )
Ranked among companies with meaningful PEG Ratio only.
LPLA' s PEG Ratio Range Over the Past 10 Years
Min: 0.19  Med: 0.54 Max: 2.44
Current: 2.44
0.19
2.44
Shiller PE Ratio 31.14
LPLA's Shiller PE Ratio is ranked lower than
57% of the 102 Companies
in the Global Capital Markets industry.

( Industry Median: 25.78 vs. LPLA: 31.14 )
Ranked among companies with meaningful Shiller PE Ratio only.
LPLA' s Shiller PE Ratio Range Over the Past 10 Years
Min: 16.62  Med: 25.8 Max: 31.22
Current: 31.14
16.62
31.22

Dividend & Buy Back

vs
industry
vs
history
Dividend Yield % 2.16
LPLA's Dividend Yield % is ranked lower than
55% of the 567 Companies
in the Global Capital Markets industry.

( Industry Median: 2.66 vs. LPLA: 2.16 )
Ranked among companies with meaningful Dividend Yield % only.
LPLA' s Dividend Yield % Range Over the Past 10 Years
Min: 0.4  Med: 2.15 Max: 6.06
Current: 2.16
0.4
6.06
Dividend Payout Ratio 0.43
LPLA's Dividend Payout Ratio is ranked higher than
79% of the 329 Companies
in the Global Capital Markets industry.

( Industry Median: 0.49 vs. LPLA: 0.43 )
Ranked among companies with meaningful Dividend Payout Ratio only.
LPLA' s Dividend Payout Ratio Range Over the Past 10 Years
Min: 0.18  Med: 0.47 Max: 0.58
Current: 0.43
0.18
0.58
3-Year Dividend Growth Rate 15.40
LPLA's 3-Year Dividend Growth Rate is ranked higher than
66% of the 239 Companies
in the Global Capital Markets industry.

( Industry Median: 5.60 vs. LPLA: 15.40 )
Ranked among companies with meaningful 3-Year Dividend Growth Rate only.
LPLA' s 3-Year Dividend Growth Rate Range Over the Past 10 Years
Min: 0  Med: 0 Max: 60.9
Current: 15.4
0
60.9
Forward Dividend Yield % 2.18
LPLA's Forward Dividend Yield % is ranked lower than
57% of the 543 Companies
in the Global Capital Markets industry.

( Industry Median: 2.75 vs. LPLA: 2.18 )
Ranked among companies with meaningful Forward Dividend Yield % only.
N/A
5-Year Yield-on-Cost % 2.16
LPLA's 5-Year Yield-on-Cost % is ranked lower than
64% of the 707 Companies
in the Global Capital Markets industry.

( Industry Median: 3.24 vs. LPLA: 2.16 )
Ranked among companies with meaningful 5-Year Yield-on-Cost % only.
LPLA' s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 0.4  Med: 2.15 Max: 6.06
Current: 2.16
0.4
6.06
3-Year Average Share Buyback Ratio 4.30
LPLA's 3-Year Average Share Buyback Ratio is ranked higher than
93% of the 373 Companies
in the Global Capital Markets industry.

( Industry Median: -0.50 vs. LPLA: 4.30 )
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: -4.4  Med: 0 Max: 0
Current: 4.3
-4.4
0

Valuation & Return

vs
industry
vs
history
Price-to-Intrinsic-Value-Projected-FCF 1.37
LPLA's Price-to-Intrinsic-Value-Projected-FCF is ranked lower than
53% of the 247 Companies
in the Global Capital Markets industry.

( Industry Median: 1.20 vs. LPLA: 1.37 )
Ranked among companies with meaningful Price-to-Intrinsic-Value-Projected-FCF only.
LPLA' s Price-to-Intrinsic-Value-Projected-FCF Range Over the Past 10 Years
Min: 0.82  Med: 1.73 Max: 2.46
Current: 1.37
0.82
2.46
Price-to-Median-PS-Value 1.03
LPLA's Price-to-Median-PS-Value is ranked higher than
61% of the 644 Companies
in the Global Capital Markets industry.

( Industry Median: 1.05 vs. LPLA: 1.03 )
Ranked among companies with meaningful Price-to-Median-PS-Value only.
LPLA' s Price-to-Median-PS-Value Range Over the Past 10 Years
Min: 0.51  Med: 1 Max: 1.3
Current: 1.03
0.51
1.3
Price-to-Peter-Lynch-Fair-Value 1.68
LPLA's Price-to-Peter-Lynch-Fair-Value is ranked lower than
67% of the 129 Companies
in the Global Capital Markets industry.

( Industry Median: 1.15 vs. LPLA: 1.68 )
Ranked among companies with meaningful Price-to-Peter-Lynch-Fair-Value only.
LPLA' s Price-to-Peter-Lynch-Fair-Value Range Over the Past 10 Years
Min: 0.5  Med: 1 Max: 1.68
Current: 1.68
0.5
1.68
Earnings Yield (Greenblatt) % 6.69
LPLA's Earnings Yield (Greenblatt) % is ranked higher than
62% of the 719 Companies
in the Global Capital Markets industry.

( Industry Median: 4.06 vs. LPLA: 6.69 )
Ranked among companies with meaningful Earnings Yield (Greenblatt) % only.
LPLA' s Earnings Yield (Greenblatt) % Range Over the Past 10 Years
Min: -1.2  Med: 5.7 Max: 9.1
Current: 6.69
-1.2
9.1
Forward Rate of Return (Yacktman) % 16.56
LPLA's Forward Rate of Return (Yacktman) % is ranked higher than
61% of the 253 Companies
in the Global Capital Markets industry.

( Industry Median: 10.16 vs. LPLA: 16.56 )
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: 16.8 Max: 59.3
Current: 16.56
0.2
59.3

More Statistics

Revenue (TTM) (Mil) $4,050.78
EPS (TTM) $ 2.30
Beta2.36
Short Percentage of Float0.77%
52-Week Range $27.65 - 48.56
Shares Outstanding (Mil)89.97

Analyst Estimate

Dec17 Dec18 Dec19
Revenue (Mil $) 4,145 4,354 4,580
EPS ($) 2.26 2.43 2.71
EPS without NRI ($) 2.26 2.43 2.71
EPS Growth Rate
(Future 3Y To 5Y Estimate)
N/A
Dividends per Share ($) 1.00 1.05 1.10
» More Articles for NAS:LPLA

Headlines

Articles On GuruFocus.com
LPL Financial Announces the Purchase of National Planning Holdings Aug 15 2017 
LPL Financial Reports Monthly Activity for July 2017 Aug 15 2017 
LPL Financial Provides Update on Second Quarter 2017 Advisor Recruiting Jul 31 2017 
LPL Financial and Integrated Financial Group Welcome Strong Gaddy Lee Wealth Management Jul 20 2017 
Modest Tax Credit Increase Has Ability to Motivate Small Businesses to Offer Retirement Plans Jul 18 2017 
LPL Financial Announces Details and Fund Companies for Its Industry-First Mutual Fund Only Platform Jul 13 2017 
LPL Names Scott Seese Managing Director and Chief Information Officer Jun 22 2017 
LPL Financial Reports Monthly Activity for May 2017 Jun 20 2017 
LPL Research Publishes Investment Midyear Outlook 2017 Jun 15 2017 
LPL Financial and Independent Advisor Alliance Welcome Socratic Wealth Advisors Jun 15 2017 

More From Other Websites
T. Rowe Price (TROW) Displays Revenue Rise: Time to Hold? Aug 22 2017
4 Reasons Why Cohen & Steers (CNS) Stock is Worth a Buy Aug 22 2017
Why Lakeland Financial (LKFN) is an Attractive Pick Now Aug 21 2017
Are ‘clean’ shares best for your retirement account? Aug 19 2017
5 Strong Buy Stocks Ignorning Volatility Aug 17 2017
Zacks.com featured highlights: AppFolio, FormFactor, LPL Financial Holdings and TriNet Group Aug 17 2017
Why Comerica (CMA) Should be Added to Your Portfolio Now? Aug 17 2017
ETFs with exposure to LPL Financial Holdings, Inc. : August 16, 2017 Aug 16 2017
[$$] The Add-On Deal Roundup: Aug. 16 Aug 16 2017
LPL Financial Rides Higher on New Acquisition Aug 16 2017
LPL Financial (LPLA) Reports Mixed Activity for July 2017 Aug 16 2017
LPL Financial (LPLA) Acquires National Planning Holdings Aug 16 2017
Britain's Prudential Sells U.S. Broker-Dealer Network to LPL Financial Aug 16 2017
Britain's Prudential sells U.S. broker-dealer network for $325 mln Aug 16 2017
LPL Financial acquires indie broker dealer with 3,400 advisers Aug 15 2017
LPL Financial Reports Monthly Activity for July 2017 Aug 15 2017
LPL Financial Announces the Purchase of National Planning Holdings Aug 15 2017
See what the IHS Markit Score report has to say about LPL Financial Holdings Inc. Aug 15 2017
Edited Transcript of LPLA earnings conference call or presentation 27-Jul-17 9:00pm GMT Aug 12 2017
4 Reasons That Make LPL Financial Stock a Solid Pick Now Aug 09 2017

Personalized Checklist

Checklist has been moved to "Checklist" tab.

Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)

GF Chat

{{numOfNotice}}