Company Encyclopedia
View More
name
LPL Financial
LPLA.US
LPL Financial Holdings Inc., together with its subsidiaries, provides an integrated platform of brokerage and investment advisory services to independent financial advisors and financial advisors at institutions in the United States. The company’s brokerage offerings include variable and fixed annuities, mutual funds, equities, fixed income, alternative investments, retirement and 529 education savings plans, and insurance; and client cash programs consist of Federal Deposit Insurance Corporation (FDIC) insured bank sweep vehicles, and a client cash and money market account. It also provides fee-based platforms that provide access to mutual funds, exchange traded funds, stocks, bonds, certain options strategies, unit investment trusts, institutional money managers, and no-load multi-manager variable annuities. In addition, the company offers retirement solutions for commission and fee-based services that allow advisors to provide brokerage services, consultation, and advice to retirement plan sponsors.
1.174 T
LPLA.USMarket value -Rank by Market Cap -/-

Financial Score

05/12/2025 Update
B
Investment Banking and BrokerageIndustry
Industry Ranking2/46
Industry medianC
Industry averageC
Score Analysis
Peer Comparison
  • Criteria
    Rating
  • Profit ScoreB
    • ROE21.32%A
    • Profit Margin5.49%C
    • Gross Margin30.46%C
  • Growth ScoreB
    • Revenue YoY34.55%A
    • Net Profit YoY-17.14%D
    • Total Assets YoY51.00%A
    • Net Assets YoY81.94%A
  • Cash ScoreA
    • Cash Flow Margin1820.19%B
    • OCF YoY34.55%A
  • Operating ScoreA
    • Turnover1.01A
  • Debt ScoreD
    • Gearing Ratio72.03%D

Valuation analysis

portai
P/E
1Y
3Y
5Y
10Y
P/E
-
Industry Ranking
-/-
  • P/E
  • Price
  • High
  • Median
  • Low
P/B
1Y
3Y
5Y
10Y
P/B
-
Industry Ranking
-/-
  • P/B
  • Price
  • High
  • Median
  • Low
P/S
1Y
3Y
5Y
10Y
P/S
-
Industry Ranking
-/-
  • P/S
  • Price
  • High
  • Median
  • Low
Dividend Yield
1Y
3Y
5Y
10Y
Dividend Yield
-
Industry Ranking
-/-
  • Dividend Yield
  • Price
  • High
  • Median
  • Low

Institutional View & Shareholder

Analyst Ratings

Rating
Percentage
    • Price
      --
    • Highest
      --
    • Lowest
      --
    News
    View More