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XNAS
LPLA
Market cap30bUSD
Jun 12, Last price  
379.39USD
1D
0.61%
1Q
17.83%
Jan 2017
977.51%
IPO
1,063.77%
Name

LPL Financial Holdings Inc

Chart & Performance

D1W1MN
P/E
28.66
P/S
2.45
EPS
13.24
Div Yield, %
0.24%
Shrs. gr., 5y
-2.27%
Rev. gr., 5y
43.40%
Revenues
12.39b
+23.20%
1,404,932,0001,614,532,0002,593,757,0003,000,791,0002,648,583,0003,023,079,0003,410,611,0003,606,262,0004,089,412,0004,322,124,0004,215,918,0001,297,772,0001,447,810,0001,822,647,0002,042,224,0001,997,543,0002,350,303,0003,063,701,00010,052,848,00012,385,107,000
Net income
1.06b
-0.72%
43,089,00033,642,00061,069,00045,496,00047,520,000-56,862,000170,382,000151,918,000181,857,000178,043,000168,784,000191,931,000238,863,000439,459,000559,880,000472,640,000459,866,000845,702,0001,066,250,0001,058,616,000
CFO
278m
-45.85%
117,995,000139,226,00010,072,00089,277,000271,157,000-22,914,000442,378,000254,268,000160,117,000232,242,000279,451,000274,837,000443,779,000581,580,000623,871,000789,941,000453,134,0001,945,577,000512,611,000277,589,000
Dividend
Aug 09, 20240.3 USD/sh
Earnings
Jul 23, 2025

Profile

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 financial institutions in the United States. Its brokerage offerings include variable and fixed annuities, mutual funds, equities, retirement and education savings plans, fixed income, and insurance, as well as alternative investments, such as non-traded real estate investment trusts and auction rate notes. The company also provides advisory platforms that provide access to mutual funds, exchange-traded funds, stocks, bonds, certain option strategies, unit investment trusts, and institutional money managers and no-load multi-manager variable annuities. In addition, it offers money market programs; and retirement solutions for commission-and fee-based services that allow advisors to provide brokerage services, consultation, and advice to retirement plan sponsors. Further, the company provides other services comprising tools and services that enable advisors to maintain and grow their practices; trust, investment management oversight, and custodial services to trusts for estates and families, as well as insurance brokerage general agency services; and technology products, such as proposal generation, investment analytics, and portfolio modeling. The company was formerly known as LPL Investment Holdings Inc. and changed its name to LPL Financial Holdings Inc. in June 2012. LPL Financial Holdings Inc. was founded in 1989 and is based in San Diego, California.
URL
https://lplfinancial.lpl.com/
IPO date
Nov 18, 2010
Employees
7,291
Domiciled in
US
Incorporated in
US

Valuation

Title
USD in thousands, except ratios and share amounts
FYFYFYFYFYFYFYFYFYFY
2024‑122023‑122022‑122021‑122020‑122019‑122018‑122017‑122016‑122015‑12
Income
Revenues
12,385,107
23.20%
10,052,848
228.13%
3,063,701
30.35%
Cost of revenue
10,055,780
7,857,625
2,273,783
Unusual Expense (Income)
NOPBT
2,329,327
2,195,223
789,918
NOPBT Margin
18.81%
21.84%
25.78%
Operating Taxes
334,276
378,525
265,951
Tax Rate
14.35%
17.24%
33.67%
NOPAT
1,995,051
1,816,698
523,967
Net income
1,058,616
-0.72%
1,066,250
26.08%
845,702
83.90%
Dividends
(89,727)
(92,190)
(79,833)
Dividend yield
0.36%
0.52%
0.45%
Proceeds from repurchase of equity
(170,096)
(1,100,101)
(296,301)
BB yield
0.69%
6.21%
1.69%
Debt
Debt current
1,047,000
317,210
458,273
Long-term debt
4,953,406
4,144,085
2,948,384
Deferred revenue
138,109
Other long-term liabilities
1,491,335
823,127
(2,428,525)
Net debt
4,975,846
3,727,182
2,506,528
Cash flow
Cash from operating activities
277,589
512,611
1,945,577
CAPEX
(562,531)
(403,286)
(306,596)
Cash from investing activities
(1,592,132)
(860,186)
(376,400)
Cash from financing activities
1,417,432
(208,532)
(504,271)
FCF
5,021,115
(3,885,376)
4,667,554
Balance
Cash
1,009,346
541,759
847,519
Long term investments
15,214
192,354
52,610
Excess cash
405,305
231,471
746,944
Stockholders' equity
5,066,656
4,085,244
8,175,432
Invested Capital
9,764,197
6,902,988
8,427,819
ROIC
23.94%
23.70%
6.90%
ROCE
22.91%
30.77%
8.45%
EV
Common stock shares outstanding
75,427
77,861
81,285
Price
326.51
43.45%
227.62
5.30%
216.17
35.03%
Market cap
24,627,670
38.96%
17,722,721
0.86%
17,571,378
34.28%
EV
29,603,516
21,449,903
22,984,584
EBITDA
2,773,088
2,549,428
1,077,295
EV/EBITDA
10.68
8.41
21.34
Interest
274,181
186,804
126,234
Interest/NOPBT
11.77%
8.51%
15.98%