LPLA
NASDAQ
US
LPL Financial Holdings Inc. - Common Stock
$293.67
▲ +$4.40
(+1.52%)
Vol 620K
12
Quality Score
ok
Deep Check
2/5
ok
Rev ✓
NI ✓
>IPO ✗
Mkt Cap
$28.6B
P/E
34.3
ROE
20.6%
Margin
5.4%
D/E
151.31
Beta
0.60
Div Yield
0.34%
52W
$263–$404
Wall Street Consensus
21 analysts · Apr 20266
Strong Buy
10
Buy
5
Hold
0
Sell
0
Strong Sell
76.2%
Buy Rating
Price Chart
Similar Stocks
Earnings
Beat rate: 100.0%| Quarter | EPS Est | EPS Act | Surprise |
|---|---|---|---|
| Dec 2025 | $5.03 | $5.23 | +$0.20 |
| Sep 2025 | $4.57 | $5.20 | +$0.63 |
| Jun 2025 | $4.31 | $4.51 | +$0.20 |
| Mar 2025 | $4.76 | $5.15 | +$0.39 |
Fundamentals Trend
| Metric | 2025-06-30 | 2025-09-02 | 2025-10-02 | 2025-11-03 | 2025-12-03 | 2026-01-02 |
|---|---|---|---|---|---|---|
| ROE (TTM) | 32.2% | 32.2% | 32.2% | 20.6% | 20.6% | 20.6% |
| P/E (TTM) | 26.83 | 25.14 | 23.81 | 36.24 | 34.14 | 34.32 |
| Net Margin | 7.1% | 7.9% | 7.9% | 5.3% | 5.3% | 5.3% |
| Gross Margin | 98.9% | 98.9% | 98.9% | 98.9% | 98.9% | 98.9% |
| D/E Ratio | 143.55 | 143.55 | 143.55 | 149.15 | 151.31 | 151.31 |
| Current Ratio | 3.05 | 3.05 | 3.05 | 2.46 | 2.38 | 2.38 |
Key Ratios
ROA (TTM)
5.3%
P/S (TTM)
1.84
P/B
8.3
EPS (TTM)
$10.86
CF/Share
$19.00
Rev Growth 3Y
+17.1%
52W High
$403.58
52W Low
$262.83
$262.83
52-Week Range
$403.58
How does LPLA compare to Financial Services peers?
Peer group: Large-cap Financial Services ($10B+) · 23 companies
LPLA valuation vs Financial Services peers
P/E ratio
34.3
▲
38%
above
peers
(24.9)
vs Peers
vs Industry
Overvalued
P/S ratio
1.8
▼
66%
below
peers
(5.5)
vs Peers
vs Industry
Undervalued
P/B ratio
8.3
▲
102%
above
peers
(4.1)
vs Peers
vs Industry
Overvalued
Div yield
0.3%
▼
73%
below
peers
(1.2%)
vs Peers
vs Industry
Low yield
LPLA profitability vs Financial Services peers
ROE
20.6%
▲
48%
above
peers
(14.0%)
vs Peers
vs Industry
Below avg
Net margin
5.4%
▼
74%
below
peers
(20.8%)
vs Peers
vs Industry
Weak
Gross margin
98.9%
▲
16%
above
peers
(85.7%)
vs Peers
vs Industry
Below avg
ROA
5.3%
▲
13%
above
peers
(4.7%)
vs Peers
vs Industry
In line
LPLA financial health vs Financial Services peers
D/E ratio
151.3
▲
82%
above
peers
(83.3)
vs Peers
vs Industry
High debt
Current ratio
2.4
▲
95%
above
peers
(1.2)
vs Peers
vs Industry
Below avg
Beta
0.6
▼
52%
below
peers
(1.3)
vs Peers
vs Industry
More volatile
LPLA fundamentals radar
LPLA
Peer median
Industry
LPLA profitability vs leverage
Bubble size = market cap · X = net margin · Y = D/E ratio