LPL Financial Holdings (BSP:L2PL34) Beta: N/A (As of Jun. 26, 2026)


BSP:L2PL34 LPL Financial Holdings Inc BSP:L2PL34
72 GF Score
Price R$81.81
GF Value R$132.71
Valuation Significantly Undervalued
! 4 Warning Signs
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What is LPL Financial Holdings Beta?

Beta is the sensitivity of the expected excess asset returns to the expected excess market returns. As of today (2026-06-26), LPL Financial Holdings's Beta is Not available.

LPL Financial Holdings  (BSP:L2PL34) Beta Explanation

Beta is a measure of the volatility, or systematic risk, of a security or a portfolio in comparison to the market as a whole. We usually compare beta to 1. A beta of 1 indicates that the security's price will move with the market. A beta of less than 1 means that the security will be less volatile than the market. A beta of greater than 1 indicates that the security's price will be more volatile than the market.

Beta is primarily used in the Capital Asset Pricing Model (CAPM) to calculate the Cost of Equity, which can be used in the calculation of WACC %. The formula of Cost of Equity is:
Cost of Equity = Risk-Free Rate of Return + Beta of Asset * (Expected Return of the Market - Risk-Free Rate of Return)

LPL Financial Holdings Beta Related Terms

LPL Financial Holdings Beta Historical Data

* Premium members only.

The historical data trend for LPL Financial Holdings's Beta can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

LPL Financial Holdings Beta Chart

LPL Financial Holdings Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
Beta
Get a 7-Day Free Trial Premium Member Only Premium Member Only 0.00 0.00 0.00 0.00 0.00

LPL Financial Holdings Quarterly Data
Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26
Beta Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 0.00 0.00 0.00 0.00 0.00
BSP:L2PL34
72GF Score
LPL Financial Holdings Inc BSP:L2PL34
Beta is just one metric. See GF Score™, valuation, warning signs, and more.
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LPL Financial Holdings Beta Calculation

Beta is the sensitivity of the expected excess asset returns to the expected excess market returns. A stock's beta can be calculated by dividing the product of the covariance of the individual stock's returns and the market's returns by the variance of the market's returns over a specified period. Basically, GuruFocus uses the returns calculated over three-year period.

Is LPL Financial Holdings (BSP:L2PL34) Overvalued in 2026?

Based on GuruFocus' analysis, LPL Financial Holdings stock appears to be undervalued. The current stock price of R$81.81 is trading 38.4% below its estimated GF Value™ of R$132.71. GuruFocus considers LPL Financial Holdings to be Significantly Undervalued.

Key valuation signals for BSP:L2PL34:

  • Beta: N/A
  • GF Value™: R$132.71 vs. price of R$81.81 (38.4% below fair value)
  • GF Score™: 72/100 with 4 warning signs

No single metric tells the full story. See the BSP:L2PL34 stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

LPL Financial Holdings Business Description

Address 4707 Executive Drive, San Diego, CA, USA, 92121
LPL Financial is the largest US independent broker-dealer, with more than 32,000 financial advisors affiliated with its platform and roughly 11 million customer accounts at the end of 2025. The firm earns the bulk of its profit from interest income earned on client cash balances and from advisory fees and commissions tied to the $2.4 trillion in assets under management or advisory on its platform at year-end 2025. LPL specializes in providing turnkey wealth management services for affiliated independent advisors, but maintains a diverse array of affiliation modalities, running the gamut from more traditional employee models to a pure RIA custody approach. It earns tuck-in revenue from recordkeeping fees and the provision of software tools and services to its advisor base.
72GF Score

Get the complete analysis for BSP:L2PL34

Beta is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

R$81.81
Price
R$132.71
GF Value