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

LPLA POWR Grades

• LPLA scores best on the Momentum dimension, with a Momentum rank ahead of 72.46% of US stocks.
• LPLA's strongest trending metric is Stability; it's been moving down over the last 179 days.
• LPLA ranks lowest in Quality; there it ranks in the 24th percentile.

LPLA Stock Summary

• With a market capitalization of $14,837,518,951, LPL Financial Holdings Inc has a greater market value than 84.98% of US stocks.
• The capital turnover (annual revenue relative to shareholder's equity) for LPLA is 4.62 -- better than 91.14% of US stocks.
• Price to trailing twelve month operating cash flow for LPLA is currently 32.74, higher than 82.82% of US stocks with positive operating cash flow.
• Stocks with similar financial metrics, market capitalization, and price volatility to LPL Financial Holdings Inc are CACI, MOH, BKI, TTC, and CASY.
• 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/sales ratio is 1.7; this is 46.88% lower than that of the median Financial Services stock.
• LPLA's price/sales ratio has moved up 0.7 over the prior 131 months.
• Over the past 131 months, LPLA's price/earnings ratio has gone down 14.

Below are key valuation metrics over time for LPLA.

LPLA Growth Metrics

Its 4 year net cashflow from operations growth rate is now at 283.67%.
• Its year over year net cashflow from operations growth rate is now at -51.62%.
• Its 5 year cash and equivalents growth rate is now at 14.12%.

LPLA's revenue has moved up $3,548,334,000 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
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
2021-03-31	6,115.86	469.175	446.619
2020-12-31	5,871.64	789.941	472.64
2020-09-30	5,738.252	577.769	487.768

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.