LPL Financial Holdings Inc. (LPLA): Price and Financial Metrics

LPL Financial Holdings Inc. (LPLA): $263.44

0.85 (+0.32%)

POWR Rating

Component Grades

Momentum

C

Stability

C

Sentiment

Quality

D

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Industry: Investment Brokerage

Industry

C

Ranked

#17 of 20

in industry

LPLA Price/Volume Stats

Current price $263.44 52-week high $274.35
Prev. close $262.59 52-week low $179.00
Day low $261.63 Volume 86,188
Day high $264.51 Avg. volume 550,663
50-day MA $256.59 Dividend yield 0.46%
200-day MA $234.62 Market Cap 19.61B

LPLA Stock Price Chart Interactive Chart >

LPLA POWR Grades

  • Momentum is the dimension where LPLA ranks best; there it ranks ahead of 74.09% of US stocks.
  • LPLA's strongest trending metric is Growth; it's been moving down over the last 26 weeks.
  • LPLA's current lowest rank is in the Quality metric (where it is better than 28.82% of US stocks).

LPLA Stock Summary

  • LPL FINANCIAL HOLDINGS INC's market capitalization of $17,599,171,300 is ahead of 88.18% of US-listed equities.
  • The capital turnover (annual revenue relative to shareholder's equity) for LPLA is 4.66 -- better than 89.9% of US stocks.
  • Price to trailing twelve month operating cash flow for LPLA is currently 90.96, higher than 96.83% of US stocks with positive operating cash flow.
  • Stocks with similar financial metrics, market capitalization, and price volatility to LPL FINANCIAL HOLDINGS INC are JBHT, EXPD, FOXA, LH, and APTV.
  • Visit LPLA's SEC page to see the company's official filings. To visit the company's web site, go to www.lpl.com.

LPLA Valuation Summary

  • LPLA's price/earnings ratio is 14.6; this is 32.73% higher than that of the median Financial Services stock.
  • Over the past 159 months, LPLA's price/sales ratio has gone up 0.8.

Below are key valuation metrics over time for LPLA.

Stock Date P/S P/B P/E EV/EBIT
LPLA 2023-12-22 1.8 8.2 14.6 10.3
LPLA 2023-12-21 1.7 8.1 14.4 10.2
LPLA 2023-12-20 1.7 8.0 14.3 10.1
LPLA 2023-12-19 1.7 8.1 14.4 10.2
LPLA 2023-12-18 1.7 7.9 14.1 10.0
LPLA 2023-12-15 1.6 7.6 13.6 9.6

LPLA Growth Metrics

    The 5 year cash and equivalents growth rate now stands at 12.04%.
  • Its 5 year net cashflow from operations growth rate is now at 286.83%.
  • Its 3 year cash and equivalents growth rate is now at 22.35%.
LPLA's revenue has moved up $3,640,919,000 over the prior 52 months.

The table below shows LPLA's growth in key financial areas (numbers in millions of US dollars).

Date Revenue Operating Cash Flow Net Income to Common Stock
2022-09-30 8,361.83 2,375.616 634.701
2022-06-30 8,219.535 509.432 505.434
2022-03-31 8,078.906 317.607 463.99
2021-12-31 7,720.83 453.134 459.866
2021-09-30 7,207.921 525.944 463.333
2021-06-30 6,647.459 393.059 464.058

LPLA's Quality Factors

The “Quality” component of the POWR Ratings focuses on 31 different factors of a companies fundamentals and operational strength. Here are some key insights as we drill into the specifics of these quality attributes.
  • LPLA has a Quality Grade of D, ranking ahead of 13.01% of graded US stocks.
  • LPLA's asset turnover comes in at 1.033 -- ranking 14th of 444 Trading stocks.
  • PSB, SELF, and SNEX are the stocks whose asset turnover ratios are most correlated with LPLA.

The table below shows LPLA's key quality metrics over time.

Period Asset Turnover Gross Margin ROIC
2021-09-30 1.033 0.325 0.120
2021-06-30 1.005 0.334 0.126
2021-03-31 0.973 0.345 0.129
2020-12-31 0.954 0.358 0.140
2020-09-30 0.957 0.367 0.147
2020-06-30 0.963 0.377 0.159

LPLA Price Target

For more insight on analysts targets of LPLA, see our LPLA price target page. And for a list of of all stocks sorted by upside potential based on analyst target price, see our Top Price Target page.

Average Price Target $188.88 Average Broker Recommendation 1.4 (Strong Buy)

LPL Financial Holdings Inc. (LPLA) Company Bio


LPL Financial Holdings provides an integrated platform of brokerage and investment advisory services to independent financial advisors and financial advisors at financial institutions in the United States. The company was established in 1989 and is based in Boston, Massachusetts.


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Latest LPLA News From Around the Web

Below are the latest news stories about LPL FINANCIAL HOLDINGS INC that investors may wish to consider to help them evaluate LPLA as an investment opportunity.

SEI Investments (SEIC) Buys Altigo, Seeks Growth in Alternatives

SEI Investments (SEIC) acquires cloud-based technology platform Altigo in an effort to expand its opportunity in the alternative investments space.

Yahoo | December 26, 2023

Here's Why We Think LPL Financial Holdings (NASDAQ:LPLA) Might Deserve Your Attention Today

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...

Yahoo | December 23, 2023

Financial Advisor Stephen Freeman Joins Citizens Wealth Management and LPL’s Institution Services Platform

SAN DIEGO, Dec. 20, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Stephen Freeman, AIF®, has joined Citizens Wealth Management, the wealth management and financial planning division of Citizens Bank & Trust, and has onboarded to the LPL Institution Services platform. He reported having served approximately $130 million in advisory, brokerage and retirement plan assets* and joins from Raymond James. Founded in 2003, Citizens Bank & Trust is headquartered in Gun

Yahoo | December 20, 2023

LPL Financial (LPLA) Takes Stake in Independent Advisor Alliance

LPL Financial (LPLA) takes a minority stake in Independent Advisor Alliance, a hybrid registered investment advisory and office of supervisory jurisdiction.

Yahoo | December 19, 2023

LPL Financial's (LPLA) November Metrics Rise on Upbeat Markets

LPL Financial (LPLA) witnesses solid growth in total brokerage and advisory assets in November, driven by solid market performance.

Yahoo | December 19, 2023

Read More 'LPLA' Stories Here

LPLA Price Returns

1-mo -1.57%
3-mo 15.87%
6-mo 11.13%
1-year 31.70%
3-year 89.76%
5-year 294.28%
YTD 15.87%
2023 5.88%
2022 35.69%
2021 54.63%
2020 14.58%
2019 52.95%

LPLA Dividends

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Continue Researching LPLA

Here are a few links from around the web to help you further your research on LPL Financial Holdings Inc's stock as an investment opportunity:

LPL Financial Holdings Inc (LPLA) Stock Price | Nasdaq
LPL Financial Holdings Inc (LPLA) Stock Quote, History and News - Yahoo Finance
LPL Financial Holdings Inc (LPLA) Stock Price and Basic Information | MarketWatch

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