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LPLA

SELL

LPL Financial Holdings Inc. · Financial Services · United States · $26.3B · Avg Vol: $298M/d

34
StockRank
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Q
54
V
24
M
47
P/E (TTM)
29.2x
ROE
20.5%
D/E
1.3x
Dividend %
0.4%
Dir. Trades · 180d
−$613.1K →
Buybacks · 180d
$425.4M →

COMPANY DESCRIPTION

LPL Financial Holdings Inc. is a leading independent broker-dealer and registered investment advisor (RIA) custodian, providing technology, brokerage, and investment advisory services to financial advisors and institutions. As the largest independent broker-dealer in the US, it benefits from significant scale, comprehensive platform offerings, and a robust support infrastructure for independent advisors. This creates high switching costs and a strong market position.

FINANCIAL SUMMARY (USD)

Year2022202320242025CAGRTTM2026E2027EFwd CAGR
Revenue8.6B10.1B12.4B17.0B25.5%17.8B20.7B23.4B17.3%
EPS10.6013.8814.1710.971.2%11.2212.8216.0320.9%
Shares79.2M74.7M74.7M80.1M+1.0%80.0M———
Debt2.9B4.0B5.7B7.5B36.3%7.5B———
Equity2.2B2.1B2.9B5.3B35.1%————
Op CF1.9B512.6M277.6M-411.4M-62.2%-460.8M———
Inv CF-376.4M-860.2M-1.6B-2.4B—————
Fin CF-504.3M-208.5M1.4B3.2B—————
Loading 1Y...
PRICE (1Y)+12.2%
269284300316332Jun 12Jul 7Jul 27
SMA 50SMA 200
Close
$331.72
RSI (14)
70.4
52W High
$402.11
From 52W High
0.8%

SCORE BREAKDOWN

Quality
54
ROIC
10.7%85.4
ROE
20.5%85.6
GP/Assets
29.3%91.6
Op. Margin
11.1%30.3
FCF/Assets
—N/A
Piotroski
25.4
Int. Cover
3.8x31.7
D/E Ratio
1.32x23.0
Current Ratio
2.45x63.6
Value
24
P/E (TTM)
29.2x14.6
EV/EBITDA
—N/A
P/FCF
—N/A
P/B
4.6x8.7
P/S
1.5x83.0
Div Yield
0.4%2.0
Momentum
47
52W High %
82%27.5
RS 6M
-16%18.2
SMA 50/200
0.90x11.9
EPS Rev 4W
+3.1%94.5
EPS Rev 12W
+3.9%83.9
EPS Improve
+162%88.8
Q Growth
12%46.7

FUNDAMENTALS

Market Cap
$26.3B
P/E (Forward)
11.2x
Gross Margin
30.4%

SECTOR PEERS

Closest peers in Financial Services, ranked by industry match, size, and score similarity. Cross-listings of LPLA are excluded.

TickerCompanyMkt CapStockRankSignal
LPLALPL Financial Holdings Inc.(you)$26.3B34SELL
TWTradeweb Markets Inc.$21.8B42HOLD
HLIHoulihan Lokey, Inc.$9.7B32SELL
HUT.TOHut 8 Corp.$12.9B24SELL
SNEXStoneX Group Inc.$8.8B39HOLD
JEFJefferies Financial Group Inc.$11.4B22SELL
RIOT.MXRiot Platforms, Inc.$10.8B22SELL
0HF6.LAmeriprise Financial, Inc.$79.0B41HOLD
SFStifel Financial Corp.$12.3B49HOLD
HOODRobinhood Markets, Inc.$85.5B27SELL

Peer medians: ROE 9.4% · P/E 13.9x · Gross margin 100.0%

LPL Financial Holdings Inc. (LPLA) — Stock Score Summary

LPL Financial Holdings Inc. (LPLA) has a MoatMap StockRank of 34/100 based on Quality (54/100), Value (24/100), and Momentum (47/100) factor scores. The current signal is SELL.

LPL Financial Holdings Inc. is a leading independent broker-dealer and registered investment advisor (RIA) custodian, providing technology, brokerage, and investment advisory services to financial advisors and institutions. As the largest independent broker-dealer in the US, it benefits from significant scale, comprehensive platform offerings, and a robust support infrastructure for independent advisors. This creates high switching costs and a strong market position.

Key Financial Metrics

Price$331.72
Market Cap$26.3B
P/E (TTM)29.23
P/E (Forward)11.17
Price/Book4.63
Return on Equity20.5%
Return on Invested Capital10.7%
Debt/Equity1.32x
Gross Margin30.4%
Operating Margin11.1%
Revenue Growth35.0%
Dividend Yield0.4%

LPL Financial Holdings Inc. operates in the Capital Markets industry, part of the Financial Services sector (United States).

Frequently Asked Questions

What is LPL Financial Holdings Inc.’s (LPLA) StockRank?
MoatMap’s StockRank for LPL Financial Holdings Inc. (LPLA) is 34/100, with a Sell signal. It is a composite of Quality (54), Value (24), and Momentum (47) factor ranks across MoatMap’s 20,000+ stock universe.
Does LPL Financial Holdings Inc. have an economic moat?
LPL Financial Holdings Inc. (LPLA) has a Quality factor score of 54/100. The Quality factor combines ROIC, Piotroski F-Score, and leverage — the financial fingerprints of a durable competitive advantage. A Quality score above 70 typically indicates a company with the characteristics of a moated business.
Is LPL Financial Holdings Inc. a buy, hold, or sell?
MoatMap’s current signal for LPL Financial Holdings Inc. (LPLA) is Sell, based on a StockRank of 34/100. Signals are derived mechanically from the StockRank composite and should be one input among many — combine with your own thesis on management, competitive position, and valuation.
What sector is LPL Financial Holdings Inc. in?
LPL Financial Holdings Inc. (LPLA) operates in the Financial Services sector, specifically the Capital Markets industry (United States).
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