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Equity
LPLA
+0.0 · +0.00%
USD · NASDAQ

LPL Financial Holdings Inc(LPLA) Stock Analysis | Financial Services

USD --+0.00%
Reward65Moderate
Risk36Moderate
75%Data
Revenue growing 36% YoY
Quality Compounder
Market Cap:29.19Bn
ⓘ
Reward Rating
65
Moderate
Reward Assessment
75% data coverage
Top 50% of stocksView factors
ⓘ
Risk Rating
36
Moderate
Risk Assessment
4 metrics flaggedView details

Educational tool only – Scores are based on historical data and financial metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Educational tool only · More
Limited data coverage
We don't have enough public data on LPLA to score it reliably yet — Reward, Risk, Forecasts and Dividends tabs aren't available for this stock. The price chart and basic profile are still shown.
OTC / ADR stock — scores and fundamentals use data tagged in USD by our provider. The issuer may report in a different home currency (e.g. JPY), so treat figures as directional rather than precise.
New listing — limited trading history
Fundamental and analyst data are available for LPLA, but momentum and volatility metrics will develop as more trading history accumulates (0 trading sessions so far).
Not available yet for this stock
The overview tab requires data we don't have for this stock yet. The price chart is the most reliable view we have — try the Chart tab.
Earnings Ex-dividend

Market Performance

Stock returned +10.0% over the past year, broadly in line with market conditions.

Analyst Target

Analyst consensus price target: $431.86.

What is LPL Financial Holdings Inc?

, together with its subsidiaries, provides an integrated platform of brokerage and investment advisory services to independent financial advisors and financial advisors at institutions in the United States.

LPLA · Verdict

Solid reward · moderate risk

LPLA stands out on volatility and growth, but watch the balance sheet signal.

Based on 88% data coverage

LPLA · Verdict

What’s working & what to watch

Strengths 3

  • Volatility80/100

    Top decile vs peers

  • Growth76/100

    Rev +22.4% CAGR · earnings +0.7%

  • Profitability67/100

    20% net margin · 19% ROE

Watchouts 1

  • Balance sheet41/100

    Interest covered 3.8×

Model-based scoring. For information only — not financial advice.

What is LPL Financial Holdings Inc?

, together with its subsidiaries, provides an integrated platform of brokerage and investment advisory services to independent financial advisors and financial advisors at institutions in the United States. The company's brokerage offerings include variable and fixed annuities, mutual funds, equities, fixed income, alternative investments, retirement and 529 education savings plans, and insurance; and client cash programs consist of Federal Deposit Insurance Corporation (FDIC) insured bank sweep vehicles, and a client cash and money market account. The company is listed on the NASDAQ in USA, operating in the Financial Services sector, with a market capitalisation of 29.19B, and a P/E ratio of 29.7x.

Financial Highlights

Investment Breakdown

Growth
Revenue and earnings growing steadily, indicating improving operating performance.
Profitability
Adequate profitability with some margin variability in recent periods.
Risk
Risk profile appears balanced versus broad market conditions.
Valuation
Valuation appears fair relative to current fundamentals.

OpenBook Logo Analysis

Reward: Moderate (65)

The scoring profile indicates moderate reward potential, with growth and profitability as the leading contributors. Risk indicators are moderate, consistent with typical market exposure.

For informational purposes only. Not financial advice.

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Company Information
SectorFinancial Services
IndustryCapital Markets
Market Cap29.19B
P/E Ratio29.6552
Dividend Yield0.33%
Beta0.479
Insider Activity
12M windowBearish
Shares soldShares bought
0-3months
0
0
3-6months
44,879 shares
$1.5M
0
6-9months
59,578 shares
$3.4M
0
9-12months
43,830 shares
$1.3M
0
3 disclosures without share count
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