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LPL Financial Holdings (MEX:LPLA) Forward PE Ratio Explanation
The Forward PE Ratio of a company is often used to compare current earnings to estimated future earnings, as well as gaining a clearer picture of what earnings will look like without charges and other accounting adjustments. If earnings are expected to grow in the future, the Forward PE Ratio will be lower than the current PE Ratio. This measure is also used to compare one company to another with a forward-looking focus.
Trailing PE Ratio relies on what is already done. It uses the current share price and divides by the total EPS (Basic) over the past 12 months. PE Ratio can be affected by Non Operating Income such as the sale of part of businesses. This may increase for the current year or quarter dramatically. But it cannot be repeated over and over. Therefore PE Ratio without NRI is a more accurate indication of valuation than PE Ratio .
LPL Financial Holdings Forward PE Ratio Related Terms
LPL Financial Holdings Forward PE Ratio Historical Data
* Premium members only.
The historical data trend for LPL Financial Holdings's Forward PE Ratio 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 Forward PE Ratio Chart
LPL Financial Holdings Annual Data
Trend
2022-12
2024-12
2025-12
Forward PE Ratio
13.19
9.67
9.01
LPL Financial Holdings Quarterly Data
2022-03
2022-06
2022-09
2022-12
2023-03
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12
2026-03
Forward PE Ratio
20.04
18.28
11.53
13.19
13.39
9.91
9.67
9.34
10.41
9.00
9.01
13.66
MEX:LPLA vs TW, CRCL, IREN: Forward PE Ratio Comparison
For the Capital Markets subindustry, LPL Financial Holdings's Forward PE Ratio, along with its competitors' market caps and Forward PE Ratio 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 Forward PE Ratio vs Capital Markets Industry
For the Capital Markets industry and Financial Services sector, LPL Financial Holdings's Forward PE Ratio distribution charts can be found below:
* The bar in red indicates where LPL Financial Holdings's Forward PE Ratio falls into.
LPL Financial Holdings Forward PE Ratio Calculation
It's a measure of the price-to-earnings ratio (PE Ratio) using forecasted earnings for the calculation. While the earnings used are just an estimate and are not as reliable as current earnings data, there is still benefit in estimated P/E analysis. The forecasted earnings used in the formula can either be for the next 12 months or for the next full-year fiscal period.
LPL Financial Holdings (MEX:LPLA) has a Forward PE Ratio of 13.68 as of Jul. 18, 2026. Forward P/E ratio is the share price dividend by the expected per-share earnings in the next 12 months. View historical data on LPL Financial Holdings and its competitors. According to the industry distribution chart, LPL Financial Holdings ranks #90 out of 221 companies in the Capital Markets industry, placing it in the top 40.7%.
Is LPL Financial Holdings' Forward PE Ratio too high?
LPL Financial Holdings' current Forward PE Ratio is 13.68. The Capital Markets industry median Forward PE Ratio is 16.71. LPL Financial Holdings' value of 13.68 is 18.1% below this industry median. Based on the distribution chart, LPL Financial Holdings ranks #90 out of 221 companies in the Capital Markets industry, which is above the industry midpoint. Overall, LPL Financial Holdings has a GF Score™ of 90/100 and is considered Significantly Undervalued, reflecting its overall financial health beyond just this single metric.
How does LPL Financial Holdings' Forward PE Ratio compare to TW and CRCL?
According to the Capital Markets industry distribution chart, LPL Financial Holdings ranks #90 out of 221 companies for Forward PE Ratio. This puts LPL Financial Holdings in the upper half of its industry. The industry median Forward PE Ratio is 16.71. LPL Financial Holdings' value of 13.68 is 18.1% below this benchmark. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Forward PE Ratio for a Capital Markets company?
The median Forward PE Ratio among Capital Markets companies is 16.71, based on 221 companies in the industry. Companies in the top quartile (top 25%) have a Forward PE Ratio significantly above this median, while those in the bottom quartile fall well below. However, Forward PE Ratio should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. LPL Financial Holdings's current Forward PE Ratio of 13.68 is 18.1% below the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Forward PE Ratio mean?
A high Forward PE Ratio can signal that a stock is expensive relative to its fundamentals. Forward P/E ratio is the share price dividend by the expected per-share earnings in the next 12 months. View historical data on LPL Financial Holdings and its competitors. For the Capital Markets industry, the median Forward PE Ratio is 16.71 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. LPL Financial Holdings's current Forward PE Ratio is 13.68. 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 (MEX:LPLA) is currently considered Significantly Undervalued. The stock's GF Value™ is MXN8,030.04, compared to a current price of MXN5,591.19 — trading 30.4% below its estimated fair value. The current Forward PE Ratio is 13.68 and 18.1% below the Capital Markets industry median of 16.71. LPL Financial Holdings' overall GF Score™ is 90/100 with 4 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Forward PE Ratio calculated?
Forward PE Ratio is calculated from a company's financial statements. For LPL Financial Holdings (MEX:LPLA), the current Forward PE Ratio is 13.68 as of Jul. 18, 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 (MEX:LPLA) Overvalued in 2026?
Based on GuruFocus' analysis, LPL Financial Holdings stock appears to be undervalued.
The current stock price of MXN5,591.19 is trading 30.4% below its estimated GF Value™ of MXN8,030.04.
GuruFocus considers LPL Financial Holdings to be Significantly Undervalued.
Key valuation signals for MEX:LPLA:
Forward PE Ratio: 13.68
GF Value™: MXN8,030.04 vs. price of MXN5,591.19 (30.4% below fair value)
Industry Position: 18.1% below the Capital Markets median (#90 of 221)
No single metric tells the full story. See the MEX:LPLA stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
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
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