LPLA (LPL Financial Holdings) 5-Year EBITDA Growth Rate: 23.80% (As of Jun. 2026)

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LPLA LPL Financial Holdings Inc LPLA
90 GF Score
Price $371.59
GF Value $477.09
Valuation Modestly Undervalued
! 7 Warning Signs
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What is LPL Financial Holdings 5-Year EBITDA Growth Rate?

LPL Financial Holdings LPLA +0.11% 90 5-Year EBITDA Growth Rate is 23.80% as of Jun. 2026. GuruFocus rates LPLA with a GF Score™ of 90/100 and a GF Value™ of $477.09 (Modestly Undervalued). The stock has 7 warning signs investors should review.

LPL Financial Holdings's EBITDA per Share for the three months ended in Jun. 2026 was $9.97.

During the past 12 months, LPL Financial Holdings's average EBITDA Per Share Growth Rate was 1.20% per year. During the past 3 years, the average EBITDA Per Share Growth Rate was 13.70% per year. During the past 5 years, the average EBITDA Per Share Growth Rate was 23.80% per year. During the past 10 years, the average EBITDA Per Share Growth Rate was 20.70% per year. Please click Growth Rate Calculation Example (GuruFocus) to see how GuruFocus calculates Wal-Mart Stores Inc (WMT)'s revenue growth rate. You can apply the same method to get the average EBITDA per share growth rate.

During the past 13 years, the highest 3-Year average EBITDA Per Share Growth Rate of LPL Financial Holdings was 60.10% per year. The lowest was -30.30% per year. And the median was 13.80% per year.


LPL Financial Holdings  (NAS:LPLA) 5-Year EBITDA Growth Rate Explanation

EBITDA per Share is the amount of Earnings Before Interest, Taxes, Depreciation, and Amortization (EBITDA) per outstanding share of the company's stock.

Earnings Before Interest, Taxes, Depreciation, and Amortization (EBITDA) is what the company earns before it expenses interest, taxes, depreciation and amortization.

5-Year EBITDA Growth Rate gives an overview of the company's growth in operating profitability and is an important factor used in calculating Peter Lynch Fair Value.


LPL Financial Holdings 5-Year EBITDA Growth Rate Related Terms


LPLA vs TW, CRCL, FUTU: 5-Year EBITDA Growth Rate Comparison

For the Capital Markets subindustry, LPL Financial Holdings's 5-Year EBITDA Growth Rate, along with its competitors' market caps and 5-Year EBITDA Growth Rate data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


LPL Financial Holdings 5-Year EBITDA Growth Rate vs Capital Markets Industry

For the Capital Markets industry and Financial Services sector, LPL Financial Holdings's 5-Year EBITDA Growth Rate distribution charts can be found below:

* The bar in red indicates where LPL Financial Holdings's 5-Year EBITDA Growth Rate falls into.


LPLA
90GF Score
LPL Financial Holdings Inc LPLA
5-Year EBITDA Growth Rate is just one metric. See GF Score™, valuation, warning signs, and more.
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LPL Financial Holdings 5-Year EBITDA Growth Rate Calculation

This is the 5-year average growth rate of EBITDA per Share. The growth rate is calculated with least square regression.

Please click Growth Rate Calculation Example (GuruFocus) to see how GuruFocus calculates Wal-Mart Stores Inc (WMT)'s revenue growth rate. You can apply the same method to get the average EBITDA per share growth rate.

What does a 5-Year EBITDA Growth Rate of 23.80% mean?
LPL Financial Holdings (LPLA) has a 5-Year EBITDA Growth Rate of 23.80% as of Jun. 2026. 5-Year EBITDA Growth Rate is the 5-year average growth rate of EBITDA per share. View historical data for LPL Financial Holdings and its competitors.
Is LPL Financial Holdings' 5-Year EBITDA Growth Rate too high?
LPL Financial Holdings' current 5-Year EBITDA Growth Rate is 23.80%. Overall, LPL Financial Holdings has a GF Score™ of 90/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does LPL Financial Holdings' 5-Year EBITDA Growth Rate compare to TW and CRCL?
LPL Financial Holdings' 5-Year EBITDA Growth Rate of 23.80% can be compared against companies in the Capital Markets industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 5-Year EBITDA Growth Rate for a Capital Markets company?
A good 5-Year EBITDA Growth Rate depends on the Capital Markets industry context. However, 5-Year EBITDA Growth Rate should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 5-Year EBITDA Growth Rate mean?
A high 5-Year EBITDA Growth Rate can signal that a stock is expensive relative to its fundamentals. 5-Year EBITDA Growth Rate is the 5-year average growth rate of EBITDA per share. View historical data for LPL Financial Holdings and its competitors. LPL Financial Holdings's current 5-Year EBITDA Growth Rate is 23.80%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is LPL Financial Holdings stock overvalued right now?
Based on GuruFocus' analysis, LPL Financial Holdings (LPLA) is currently considered Modestly Undervalued. The stock's GF Value™ is $477.09, compared to a current price of $371.59 — trading 22.1% below its estimated fair value. The current 5-Year EBITDA Growth Rate is 23.80%. LPL Financial Holdings' overall GF Score™ is 90/100 with 7 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 5-Year EBITDA Growth Rate calculated?
5-Year EBITDA Growth Rate is calculated from a company's financial statements. For LPL Financial Holdings (LPLA), the current 5-Year EBITDA Growth Rate is 23.80% as of Jun. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is LPL Financial Holdings (LPLA) Overvalued in 2026?

Based on GuruFocus' analysis, LPL Financial Holdings stock appears to be undervalued. The current stock price of $371.59 is trading 22.1% below its estimated GF Value™ of $477.09. GuruFocus considers LPL Financial Holdings to be Modestly Undervalued.

Key valuation signals for LPLA:

  • 5-Year EBITDA Growth Rate: 23.80%
  • GF Value™: $477.09 vs. price of $371.59 (22.1% below fair value)
  • GF Score™: 90/100 with 7 warning signs

No single metric tells the full story. See the LPLA 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.
90GF Score

Get the complete analysis for LPLA

5-Year EBITDA Growth Rate is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$371.59
Price
$477.09
GF Value