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

LPL Financial Holdings Inc. (LPLA) has a MoatMap StockRank of 27/100 based on Quality (60/100), Value (23/100), and Momentum (31/100) factor scores. The current signal is SELL. LPL Financial is a high-quality, asset-light wealth management platform with strong recurring revenue and scale advantages. However, near-term regulatory headwinds regarding cash sweep account pricing create an overhang on earnings.

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$286.74
Market Cap$21.3B
P/E (TTM)26.24
P/E (Forward)10.26
Price/Book4.12
Return on Equity20.5%
Return on Invested Capital10.7%
Debt/Equity132.28
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 27/100, with a Sell signal. It is a composite of Quality (60), Value (23), and Momentum (31) factor ranks across MoatMap’s 19,000+ stock universe.
Does LPL Financial Holdings Inc. have an economic moat?
LPL Financial Holdings Inc. (LPLA) has a Quality factor score of 60/100. 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 27/100. 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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