LPL Financial Holdings Inc.
Financials
Valuation Metrics
LPL Financial Holdings Inc.'s Market Cap is $26.39B. At end of 2025 it was $28.59B. Ranked #495 of 3,121 in US market (top 16%), #150 of 1,463 on NASDAQ (top 10%), #29 of 157 in Financial Services (top 18%) by Market Cap.
Investment Metrics(as of 2026-09-18)
| Metric | Value | Rank |
|---|---|---|
| Size | ||
| Market Cap | $26.39B | US#495/3,121 Sec#29/157 |
| Revenue | $19.61B | US#322/3,121 Sec#17/157 |
| Net Income | $1.01B | US#542/3,121 Sec#33/157 |
| Total Assets | $19.79B | US#623/3,121 Sec#53/157 |
| Net Assets | $5.76B | US#635/3,121 Sec#42/157 |
| Employees | 10,081 | US#861/3,121 Sec#34/157 |
| Value | ||
| P/E | 26.21x | US#1,458/3,121 Sec#105/157 |
| P/B | 4.58x | US#2,137/3,121 Sec#114/157 |
| P/S | 1.35x | US#935/3,121 Sec#32/157 |
| EV/EBITDA | 12.02x | US#1,137/3,121 Sec#62/157 |
| FCF Yield | -4.00% | US—/3,121 Sec—/157 |
| Profitability | ||
| ROE | 17.49% | US#726/3,121 Sec#59/157 |
| ROA | 5.09% | US#1,024/3,121 Sec#55/157 |
| Op. Margin | 10.70% | US#1,544/3,121 Sec#100/157 |
| Revenue Growth | 38.82% | US#319/3,121 Sec#21/157 |
| Earnings Growth | -9.93% | US#1,451/3,121 Sec#83/157 |
| Financial Health | ||
| Debt Ratio | 243.78% | US#1,953/3,121 Sec#71/157 |
| Total Debt | $7.46B | US#513/3,121 Sec#42/157 |
| FCF | $-1.05B | US#2,962/3,121 Sec#135/157 |
| Cash | $2.70B | US#327/3,121 Sec#36/157 |
| Current Ratio | 2.46x | US#997/3,121 Sec#52/157 |
| Net Debt/EBITDA | 1.84x | US#1,267/3,121 Sec#70/157 |
| Dividend | ||
| Div. Yield | 0.36% | US#1,581/3,121 Sec#106/157 |
| Div. Growth | 5.22% | US#798/3,121 Sec#68/157 |
| Performance | ||
| 1Y Return | -1.86% | US#1,881/3,121 Sec#73/157 |
| 1M Return | -10.52% | US#2,486/3,121 Sec#127/157 |
| From 52W High | -17.55% | US#1,319/3,121 Sec#70/157 |
| 1Y MDD | -32.39% | US#1,582/3,121 Sec#83/157 |
| Trading | ||
| Volume | 540,921 shares | US#1,948/3,121 Sec#94/157 |
| Trading Value | $180M | US#511/3,121 Sec#32/157 |
| Per Share | ||
| EPS | $12.59 | US#199/3,121 Sec#25/157 |
| BPS | $71.98 | US#214/3,121 Sec#19/157 |
Company Info
LPL Financial Holdings Inc., operating through its subsidiaries, delivers an integrated ecosystem of brokerage and investment advisory solutions. These services are primarily aimed at independent financial professionals and advisors affiliated with financial institutions across the United States. The firm's brokerage division offers a diverse range of financial instruments, encompassing various annuities (both variable and fixed), mutual funds, equities, and savings vehicles for retirement and education. It also includes fixed income products, insurance, and specialized alternative investments such as non-traded real estate investment trusts and auction rate notes. Furthermore, LPL provides advanced advisory platforms that facilitate access to mutual funds, exchange-traded funds (ETFs), stocks, bonds, specific option strategies, unit investment trusts, institutional money managers, and no-load multi-manager variable annuities. The company also extends its offerings to include money market programs and versatile retirement solutions. These solutions support both commission-based and fee-based services, empowering advisors to furnish brokerage services, consultation, and strategic advice to retirement plan sponsors. Additional services encompass essential tools designed to help advisors maintain and grow their practices. LPL also offers trust, investment management oversight, and custodial services tailored for estates and families, alongside insurance brokerage general agency services. Complementing these are sophisticated technology products, including proposal generation, investment analytics, and portfolio modeling capabilities. Founded in San Diego, California, in 1989, the company initially operated as LPL Investment Holdings Inc. before officially changing its name to LPL Financial Holdings Inc. in June 2012.