Skip to content
Company Analysis

LPL Financial Holdings Inc. LPLA

A comprehensive view of key metrics, scores, and financial health for LPL Financial Holdings Inc.

Overview of LPL Financial Holdings Inc.

LPLA NMS
Financial Services Capital Markets Large Cap
LPL Financial Holdings Inc. (LPLA), is a Large Cap company, in the Capital Markets industry, last closed at $289.03, about 77.5% overvalued vs fair value, -12.0% 1Y return, ranked 461/1004 in sector.
$289.03
-0.20%
As of March 13, 2026
Previous close • Vol 90d: 42.1%
52-Week Range
Market Cap
$24.69B
Enterprise Value
$30.91B
Overall Score
Scores locked

Create a free account to see overall and pillar scores for LPL Financial Holdings Inc..

Top Beats

Quick Facts

Website https://www.lpl.com
HQ San Diego, CA
Employees 10,099
Fiscal year Dec 31

Next Events

Dividend Mar 24
Earnings May 7 Estimated

Fair Value Snapshot

Bear Base Bull
$36
$65
$122
Current: $289.03 -78% vs base

Engine Room Money Flow™

Large Cap

Financial Services - Where revenue goes and how value is created

Flow Steps
Interest Income
$77.1M
169.9%%
Interest Expense
$403.4M
Net Interest Income
$-274.2M
-46.8%%
Total Revenue
$17.0B
37.2%%
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Financial Services

Quality & Reliability Indicators

Return on Equity
36.1%
Excellent

Net Income / Equity - key bank profitability metric

Locked Metric
-
Premium
Locked Metric
-
Premium
Locked Metric
-
Premium
Locked Metric
-
Premium
Locked Metric
-
Premium

Owner's Pocket - Capital Allocation

Total Returned to Shareholders

Combined dividends, buybacks, and debt reduction

$227.9M
21.5% of Net Income

Where It Leaks

Cash Flow Health some concerns
Moderate efficiency issues detected. Review active leaks below for improvement areas.
2
Active Leaks
0/2
Improving
0
High Impact
0
Critical
Locked Leak
Upgrade to view details
Premium
Moat Analysis Corporate Default

Competitive Advantage Assessment

Evaluating LPL Financial Holdings Inc.'s durable competitive advantages across 6 defense dimensions

Overall Moat Strength
63
/100
Moderate
Scores based on quantitative metrics and qualitative factors

Upgrade to unlock interactive defense details

Premium access

Unlock full defense analysis

Get key signals, strengths, and risks for every moat dimension.

Upgrade to Premium Unlock all moat defenses and evidence.

Pricing Power

Moderate
65
Premium
Unlock full defense details

See key signals plus strengths and risks for this moat dimension.

Upgrade for full defense analysis Premium-only evidence and insights.
For informational purposes only. Not investment advice.

Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

Generic Industrial / Default vs Industry Peers 100% Coverage
Trade-Off Triangle Visualization A ternary plot showing LPLA's balance between Growth (34.8%), Profitability (33.8%), and Safety (31.4%). Growth 35% Safety 31% Profitability 34%

Click axes to expand details. Marker shows current allocation.

3-Year Trend Analysis Locked
Upgrade to unlock the full 3-year trend analysis and deltas.

Growth

58th percentile vs peers
59
Key Signals
Rev Growth YoY 37.2% 67p Revenue CAGR 3Y 25.5% 67p EPS CAGR 3Y 35.6% 82p EPS Growth YoY 2.5% 28p TSR 9.8% 37p
Strengths
  • Eps Cagr 3Y in top 20% of peers (35.6%, 82th percentile)
  • Superior capital returns - 3 return metrics above peer median
  • Roic in top 20% of peers (15.0%, 83th percentile)
  • Conservative leverage compared to industry peers
Risks

No significant risks identified for this axis.

Profitability

57th percentile vs peers
57
Key Signals
Strengths
Risks
Premium
Unlock full Profitability drilldowns

See the signal-level drivers and insights behind this axis. Upgrade to reveal the full Trade-Off Ledger.

Upgrade Now

Safety

53th percentile vs peers
53
Key Signals
Strengths
Safety drilldowns are available to premium members.

Two Futures

Scenario-based fair value ranges for LPL Financial Holdings Inc..

Loading valuation model...
Unable to Compute Fair Value

This company cannot be valued using standard models.

What this means: The Scenario Theatre requires financial data (revenue, cash flow, shares outstanding) to calculate fair value estimates. This data may be unavailable for:

  • Recently listed companies (IPOs, SPACs)
  • Shell companies or holding companies
  • Companies that haven't filed recent financials
  • Foreign companies with limited data coverage
X.X%
X%XX%
X.X%
-XX%XX%
XX.X%
-XX%XX%
Adjust the sliders above to explore different valuation scenarios.
Unlock Premium
Reveal the full Scenario Theatre
See live sliders, narratives, and full Bear/Base/Bull outcomes.
Upgrade Now
Bear
-
- - -
- upside
-
Base
$64.93
- - -
-77.5% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
Actions & Info