LPLA (LPL Financial Holdings) YoY EBITDA Growth: 29.88% (As of Jun. 2026)

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LPLA LPL Financial Holdings Inc LPLA
94 GF Score
Price $370.62
GF Value $480.33
Valuation Modestly Undervalued
! 7 Warning Signs
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What is LPL Financial Holdings YoY EBITDA Growth?

LPL Financial Holdings LPLA +2.62% 94 YoY EBITDA Growth is 29.88% as of Jun. 2026. GuruFocus rates LPLA with a GF Score™ of 94/100 and a GF Value™ of $480.33 (Modestly Undervalued). The stock has 7 warning signs investors should review.

YoY EBITDA Growth is the percentage change of EBITDA per Share over the past twelve months. LPL Financial Holdings's YoY EBITDA Growth for the quarter that ended in Jun. 2026 was 29.88%.

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

LPL Financial Holdings YoY EBITDA Growth Historical Data

* Premium members only.

The historical data trend for LPL Financial Holdings's YoY EBITDA Growth 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 YoY EBITDA Growth Chart

LPL Financial Holdings Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
YoY EBITDA Growth
Get a 7-Day Free Trial Premium Member Only Premium Member Only 1.71 63.79 35.92 9.73 -1.34

LPL Financial Holdings Quarterly Data
Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26 Jun26
YoY EBITDA Growth 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 16.87 -57.78 16.04 10.74 29.88
LPLA
94GF Score
LPL Financial Holdings Inc LPLA
YoY EBITDA Growth is just one metric. See GF Score™, valuation, warning signs, and more.
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LPL Financial Holdings YoY EBITDA Growth Calculation

YoY EBITDA Growth is the percentage change of EBITDA per Share over the past twelve months.

LPL Financial Holdings's YoY EBITDA Growth for the fiscal year that ended in Dec. 2025 is calculated as:

YoY EBITDA Growth (A: Dec. 2025 )
=(EBITDA per Share (A: Dec. 2025 )-EBITDA per Share (A: Dec. 2024 ))/ | EBITDA per Share (A: Dec. 2024 ) |
=(27.611-27.985)/ | 27.985 |
=-1.34 %

LPL Financial Holdings's YoY EBITDA Growth for the quarter that ended in Jun. 2026 is calculated as:

YoY EBITDA Growth (Q: Jun. 2026 )
=(EBITDA per Share (Q: Jun. 2026 )-EBITDA per Share (Q: Jun. 2025 )) / | EBITDA per Share (Q: Jun. 2025 )) |
=(9.967-7.674)/ | 7.674 |
=29.88 %

* 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.

Frequently Asked Questions Learn more about YoY EBITDA Growth →
What does a YoY EBITDA Growth of 29.88% mean?
LPL Financial Holdings (LPLA) has a YoY EBITDA Growth of 29.88% as of Jun. 2026. YoY EBITDA Growth is the percentage change of EBITDA per share over the past 12-month. View historical data for LPL Financial Holdings and its competitors.
Is LPL Financial Holdings' YoY EBITDA Growth too high?
LPL Financial Holdings' current YoY EBITDA Growth is 29.88%. Overall, LPL Financial Holdings has a GF Score™ of 94/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does LPL Financial Holdings' YoY EBITDA Growth compare to TW and CRCL?
LPL Financial Holdings' YoY EBITDA Growth of 29.88% 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 YoY EBITDA Growth for a Capital Markets company?
A good YoY EBITDA Growth depends on the Capital Markets industry context. However, YoY EBITDA Growth 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 YoY EBITDA Growth mean?
A high YoY EBITDA Growth can signal that a stock is expensive relative to its fundamentals. YoY EBITDA Growth is the percentage change of EBITDA per share over the past 12-month. View historical data for LPL Financial Holdings and its competitors. LPL Financial Holdings's current YoY EBITDA Growth is 29.88%. 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 $480.33, compared to a current price of $370.62 — trading 22.8% below its estimated fair value. The current YoY EBITDA Growth is 29.88%. LPL Financial Holdings' overall GF Score™ is 94/100 with 7 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is YoY EBITDA Growth calculated?
YoY EBITDA Growth is calculated from a company's financial statements. For LPL Financial Holdings (LPLA), the current YoY EBITDA Growth is 29.88% 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 $370.62 is trading 22.8% below its estimated GF Value™ of $480.33. GuruFocus considers LPL Financial Holdings to be Modestly Undervalued.

Key valuation signals for LPLA:

  • YoY EBITDA Growth: 29.88%
  • GF Value™: $480.33 vs. price of $370.62 (22.8% below fair value)
  • GF Score™: 94/100 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.
94GF Score

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

$370.62
Price
$480.33
GF Value