LPL Financial Holdings Inc
Exchange: NASDAQSector: Financial ServicesIndustry: Capital Markets
LPL Financial Holdings Inc. is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,200 financial institutions, servicing and custodying approximately $2.4 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.
Did you know?
Capital expenditures increased by 1% from FY24 to FY25.
Current Price
$318.63
-4.64%GoodMoat Value
$1530.29
380.3% undervaluedProfile
Valuation (TTM)
Market Cap$25.50B
P/E29.55
EV—
P/B4.77
Shares Out80.04M
P/Sales1.50
Revenue$16.99B
EV/EBITDA13.61
LPL Financial Holdings Inc (LPLA) Stock Analysis
Market Cap$25.50B
Current Price$318.63
P/E Ratio29.55
Forward P/E—
PEG Ratio6.69
EPS$10.92
Book Value$66.77
P/B Ratio4.77
LPLA Financial Charts
FCF vs CAPEX
FCFCAPEX
Cash vs Debt
Net Debt: 4.2B
Revenue
5.6B
FY19
5.9B
FY20
7.7B
FY21
8.6B
FY22
10.1B
FY23
12.4B
FY24
17.0B
FY25
Net Income
560M
FY19
473M
FY20
460M
FY21
846M
FY22
1.1B
FY23
1.1B
FY24
863M
FY25
LPLA 52-Week Range
$284.05
$397.95
50-Day MA: $309.12200-Day MA: $345.32
Did you know?
Net income compounded at 7.5% annually over 6 years.
LPL Financial Holdings Inc (LPLA) Financial Summary
LPL Financial Holdings Inc (LPLA) is a Financial Services company in the Capital Markets industry, listed on NASDAQ. The stock currently trades at $318.63 with a market capitalization of $25.50B.
Key valuation metrics include a P/E ratio of 29.55, price-to-book ratio of 4.77, and EPS of $10.92. The company reports a profit margin of 5.1% and return on equity of 16.1%.
LPLA Key Financial Metrics
| Metric | Value |
|---|---|
| Market Cap | $25.50B |
| P/E Ratio | 29.55 |
| EPS | $10.92 |
| P/B Ratio | 4.77 |
| P/S Ratio | 1.50 |
| EV/EBITDA | 13.61 |
| Dividend Yield | 0.37% |
| Profit Margin | 5.1% |
| Return on Equity | 16.1% |
| Debt/Equity | 1.36 |
LPLA Revenue & Earnings History
| Year | Revenue | Net Income |
|---|---|---|
| FY19 | $5.62B | $559.88M |
| FY20 | $5.87B | $472.64M |
| FY21 | $7.72B | $459.87M |
| FY22 | $8.60B | $845.70M |
| FY23 | $10.05B | $1.07B |
| FY24 | $12.39B | $1.06B |
| FY25 | $16.99B | $863.02M |
LPL Financial Holdings Inc (LPLA) Valuation
Based on GoodMoat's DCF model, LPL Financial Holdings Inc has a fair value estimate of $1530.29. At the current price of $318.63, the stock appears 79.2% undervalued relative to our intrinsic value estimate.
LPLA Quality Indicators
LPL Financial Holdings Inc maintains a profit margin of 5.1% and an operating margin of 9.1%. Return on equity stands at 16.1%. Debt-to-equity ratio is 1.36.
About LPL Financial Holdings Inc
LPL Financial Holdings Inc. is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,200 financial institutions, servicing and custodying approximately $2.4 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.
LPLA Free Cash Flow
LPL Financial Holdings Inc generated $-981.78M in trailing twelve-month free cash flow, representing an FCF yield of -3.85%. This low FCF yield may reflect heavy reinvestment or growth spending.
LPLA Shares Outstanding
LPL Financial Holdings Inc has 0.08 billion shares outstanding at a share price of $318.63, giving it a market capitalization of $25.50B.