Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
LPLA
HoldPremium GrowerLPL Financial Holdings Inc. · Financial Services · United States · $29.2B · Avg Vol: $229M/d
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)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 8.6B | 10.1B | 12.4B | 17.0B | 25.5% | 19.2B | 21.1B | 24.1B | 19.1% |
| EPS | 10.60 | 13.88 | 14.17 | 10.97 | 1.2% | 12.47 | 13.12 | 16.29 | 21.8% |
| Shares | 79.2M | 74.7M | 74.7M | 80.1M | +1.0% | 78.7M | — | — | — |
| Debt | 2.9B | 4.0B | 5.7B | 7.5B | 36.3% | 7.8B | — | — | — |
| Equity | 2.2B | 2.1B | 2.9B | 5.3B | 35.1% | — | — | — | — |
| Op CF | 1.9B | 512.6M | 277.6M | -411.4M | -62.2% | -252.2M | — | — | — |
| Inv CF | -376.4M | -860.2M | -1.6B | -2.4B | — | — | — | — | — |
| Fin CF | -504.3M | -208.5M | 1.4B | 3.2B | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Financial Services, ranked by industry match, size, and score similarity. Cross-listings of LPLA are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| LPLA | LPL Financial Holdings Inc.(you) | $29.2B | 47 | Hold |
| TW | Tradeweb Markets Inc. | $23.5B | 32 | Sell |
| JEF | Jefferies Financial Group Inc. | $10.8B | 45 | Hold |
| HOOD | Robinhood Markets, Inc. | $93.7B | 46 | Hold |
| EVR | Evercore Inc. | $11.2B | 37 | Hold |
| SF | Stifel Financial Corp. | $12.3B | 59 | Hold |
| SNEX | StoneX Group Inc. | $8.3B | 55 | Hold |
| SCHW | The Charles Schwab Corporation | $190.5B | 47 | Hold |
| FIGR | Figure Technology Solutions, Inc. | $8.1B | 34 | Sell |
| PIPR | Piper Sandler Companies | $5.3B | 53 | Hold |
Peer medians: ROE 9.5% · P/E 13.1x · Gross margin 100.0%