LPLA
LPL Financial Holdings Inc
$368.36
▼ 0.1%Updated Today 11:10 AM ET
LPLA at a glance — five pillars scored 0–100 from real filed financials.
Overall: Unrated · 0/100. A wider, greener shape means more pillars look healthy. Dividends scores 0 when a company pays none — that is a choice, not a flaw.
Market Cap
$0.00
P/E
—
Forward P/E (est.)
—
ROE
—
Revenue Growth
—
EPS Growth
—
Profit Margin
—
FCF Yield
—
Debt / Equity
—
ROIC
—
Interest Coverage
—
Current Ratio
—
Dividend Yield
—
Implied Growth (rev. DCF)
—
Rating Score
0/100
LPL Financial Holdings Inc (LPLA) is a small-cap company in the Financial Services industry, part of the Financials sector of the S&P 500.
In its latest reported year it generated about $16.99B in revenue and $863.02M in net profit.
Our model rates LPLA Unrated (0/100) on growth, profitability, financial health, and valuation. The summary below is built from its filed financials and current ratios and refreshes automatically.
4Y CAGR
21.8%
Revenue moved from $4.05B in 2016 to $16.99B in 2025, a 17.3% compound annual growth rate. The most recent year was roughly steady year over year. Slower, mature growth is common for established businesses.
Gross Margin
—
Operating Margin
—
Net Margin
5.1%
ROE
—
Total Debt
$7.46B
Net Debt
$6.18B
Net Debt / EBITDA
—
Debt / Equity
—
Leverage: debt-to-equity is n/a. Detailed balance-sheet leverage is limited for this name. It carries roughly $7.46B of total debt against $1.28B of cash.
Operating CF
-$411.40M
Free Cash Flow
-$981.78M
FCF Margin
-5.8%
In the latest year LPL Financial Holdings Inc produced about -$411.40M of operating cash flow but negative free cash flow as it invested heavily. Cash flow is what ultimately pays shareholders, so it is worth tracking over time.
Can the payout survive a bad year? Scored from filed cash flow, earnings coverage, and the raise/cut record.
Coverage is weak, the payout was cut recently, or it's being financed rather than earned — treat the current yield as fragile.
Per share (latest FY)
$1.20
Total paid (latest FY)
$94.41M
History on record
10 years
free cash flow was negative in the latest year — the dividend is being financed
11% of net income paid out
total dividends increased 1 year in a row
payout was cut at least once in the last 10 years
Coverage uses the latest fiscal year as filed with the SEC; the streak counts total dollars paid (per-share figures can carry split artifacts). Educational information, not income advice.
P/E
—
P/S
—
P/B
—
EV / EBITDA
—
LPLA trades at n/a trailing earnings. With no positive trailing earnings, value it on sales, cash flow, or growth rather than P/E.
Where LPLA sits versus its Financials sector peers in the S&P 500.
Bands show the middle half (25th–75th percentile) of the 141 Financials companies in the S&P 500 — the peer-relative anchor professional comps analysis uses. Context only — not investment advice.
How LPLA stacks up against its Financials peers — valuation, profitability, and growth versus the sector median.
In the Financials sector (289 S&P 500 companies), LPLA ranks #219 of 289 by our overall rating.
P/E vs sector
—
median 15.6x
ROE vs sector
—
median 13.6%
Growth vs sector
—
median 15.9%
Sector rank
#219
of 289 by rating
Peers are the closest Financials companies by sub-industry and size. Sector median is across all 289 S&P 500 names in the sector. Educational, not a recommendation.
Project revenue → earnings → price. Edit the assumptions to build your own case.
2030 price target (Base Case)
$0.00 – $0.00
vs. $368.36 today · expected CAGR -12% – -3%
| Metric | 2026 | 2027 | 2028 | 2029 | 2030 |
|---|---|---|---|---|---|
| Revenue | $18.35B | $19.82B | $21.40B | $23.11B | $24.96B |
| Net income | $917.43M | $990.83M | $1.07B | $1.16B | $1.25B |
| EPS | $11.65 | $12.58 | $13.59 | $14.68 | $15.85 |
| Share price (low) | $139.81 | $151.00 | $163.08 | $176.12 | $190.21 |
| Share price (high) | $233.02 | $251.66 | $271.80 | $293.54 | $317.02 |
| CAGR (low–high) | -62% / -37% | -36% / -17% | -24% / -10% | -17% / -6% | -12% / -3% |
Educational model on sample fundamentals — not a forecast or investment advice. Outputs are only as good as your assumptions.
The case for LPLA:
- As an established S&P 500 member in Financials, it brings scale and a long operating history.
The case against LPLA:
- Like any single stock, it is exposed to competition, the economic cycle, and shifts in its end markets.
Market risk — sector rotation, the economic cycle, and broad sentiment move the stock regardless of fundamentals.
On balance, the picture is mixed: LPL Financial Holdings Inc is a small-cap financials business growing at a mature pace, with modest profitability, and a heavier debt load to watch. It trades at n/a earnings, which our model scores Unrated (0/100). Weigh this against your own goals and time horizon — this is educational information, not a recommendation.
Analyst Ratings
What 23 Wall Street analysts covering LPLA recommend (August 2026). Consensus is a useful sanity check — not a substitute for your own homework.
Latest SEC Filings
LPLA's most recent filings, straight from SEC EDGAR. Annual and quarterly reports are the deep dives; 8-Ks flag material events the moment they happen.
LPLA — frequently asked questions
Is LPLA a good stock to buy?
We don't give buy or sell advice. Review LPL Financial Holdings Inc's fundamentals, valuation, and 5-year financials on this page, then make your own decision — and consider a licensed professional.
Where does LPLA's data come from?
Live price data plus real fundamentals and 5-year financials pulled directly from LPL Financial Holdings Inc's SEC filings — refreshed automatically, not hand-entered.
How is the 5-year projection for LPLA calculated?
It's a scenario model: it grows revenue at an assumed rate, applies a profit margin and a valuation multiple, and shows the resulting share-price range. The assumptions are yours to change — it's a tool for thinking, not a prediction.
Is this LPLA analysis financial advice?
No. Everything on this page is educational research, not financial advice or a recommendation to buy or sell LPLA. Always do your own research and consider a licensed professional.
Data notice. Fundamentals and financial statements are sourced from company filings (SEC EDGAR) and market-data providers; prices and market caps refresh on trading days and may be delayed. Ratings, projections, technical signals, and written summaries are model- or rule-generated for education and may simplify or lag the latest filings.
Not advice. Nothing on this page is investment advice or a recommendation to buy, hold, or sell any security. Do your own research and consult a licensed financial professional before investing.