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.
Capital expenditures increased by 1% from FY24 to FY25.
Current Price
$318.63
-4.64%GoodMoat Value
$1530.29
380.3% undervaluedLPL Financial Holdings Inc (LPLA) Quality Analysis
LPLA Profitability
LPLA Growth
LPLA Financial Health
LPLA Quality & Fundamental Analysis
LPL Financial Holdings Inc (LPLA) is a Financial Services company in the Capital Markets industry, listed on NASDAQ. This quality analysis page evaluates LPL Financial Holdings Inc's financial health using the Piotroski F-Score methodology, profitability ratios, growth trajectory, and balance sheet strength.
LPL Financial Holdings Inc has a Piotroski F-Score of N/A out of 9, measuring profitability, leverage, and operating efficiency. The company operates with a profit margin of 5.08% and a return on equity (ROE) of 16.15%. Return on assets (ROA) stands at 4.67%.
The debt-to-equity ratio is 1.36, Operating margin is 9.14%.
GoodMoat's quality analysis uses AI-powered insights to evaluate whether LPL Financial Holdings Inc is a fundamentally sound investment. The GoodMoat Verdict synthesizes profitability, growth, and financial health scores into a clear investment quality rating. Use these metrics alongside valuation tools like the DCF calculator and fair value models to make informed investment decisions.