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

LPLA POWR Grades

• Momentum is the dimension where LPLA ranks best; there it ranks ahead of 79.37% of US stocks.
• The strongest trend for LPLA is in Momentum, which has been heading up over the past 52 weeks.
• LPLA ranks lowest in Quality; there it ranks in the 13th percentile.

LPLA Stock Summary

• With a market capitalization of $13,908,958,235, LPL Financial Holdings Inc has a greater market value than 84.09% of US stocks.
• LPL Financial Holdings Inc's capital turnover -- a measure of revenue relative to shareholder's equity -- is better than 90.65% of US listed stocks.
• The price/operating cash flow metric for LPL Financial Holdings Inc is higher than 85.47% of stocks in our set with a positive cash flow.
• Stocks with similar financial metrics, market capitalization, and price volatility to LPL Financial Holdings Inc are CPRI, BWA, JBHT, PNFP, and EXPD.
• 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 5 year net cashflow from operations growth rate is now at 247.04%.
• The 4 year revenue growth rate now stands at 37.05%.
• Its 3 year net cashflow from operations growth rate is now at 152.85%.

LPLA's revenue has moved up $1,659,659,000 over the prior 33 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
2021-06-30	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
2020-06-30	5,693.476	1,016.424	515.693
2020-03-31	5,716.574	969.814	560.123

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 13.1% of graded US stocks.
• LPLA's asset turnover comes in at 1.005 -- ranking 14th of 445 Trading stocks.
• SELF, RAND, and PSB are the stocks whose asset turnover ratios are most correlated with LPLA.

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