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LPL Financial Holdings BOVESPA:L2PL34 Stock Report

Last Price

R$118.72

Market Cap

R$157.6b

7D

0.3%

1Y

n/a

Updated

06 Feb, 2025

Data

Company Financials +

LPL Financial Holdings Inc.

BOVESPA:L2PL34 Stock Report

Market Cap: R$157.6b

L2PL34 Stock Overview

Provides an integrated platform of brokerage and investment advisory services to independent financial advisors and financial advisors at enterprises in the United States. More details

L2PL34 fundamental analysis
Snowflake Score
Valuation1/6
Future Growth4/6
Past Performance2/6
Financial Health3/6
Dividends0/6

Rewards

Trading at 11.3% below our estimate of its fair value

Earnings are forecast to grow 14.73% per year

Risk Analysis

Debt is not well covered by operating cash flow


My Notes

Capture your thoughts, links and company narrative

LPL Financial Holdings Inc. Competitors

Banco BTG Pactual

BOVESPA:BPAC11

R$151.0b

B3 - Brasil Bolsa Balcão

BOVESPA:B3SA3

R$59.3b

BR Advisory Partners Participações

BOVESPA:BRBI11

R$1.4b

Nomura Holdings

TSE:8604

JP¥3.1t

Price History & Performance

Summary of share price highs, lows and changes for LPL Financial Holdings
Historical stock prices
Current Share PriceUS$118.72
52 Week HighUS$119.23
52 Week LowUS$60.26
Beta0.87
1 Month Change2.89%
3 Month Change20.53%
1 Year Changen/a
3 Year Change114.78%
5 Year Changen/a
Change since IPO130.08%

Recent News & Updates

Recent updates

Shareholder Returns

L2PL34BR Capital MarketsBR Market
7D0.3%0.4%-0.6%
1Yn/a-14.1%-7.3%

Return vs Industry: Insufficient data to determine how L2PL34 performed against the BR Capital Markets industry.

Return vs Market: Insufficient data to determine how L2PL34 performed against the BR Market.

Price Volatility

Is L2PL34's price volatile compared to industry and market?
L2PL34 volatility
L2PL34 Average Weekly Movement3.5%
Capital Markets Industry Average Movement4.7%
Market Average Movement5.6%
10% most volatile stocks in BR Market9.7%
10% least volatile stocks in BR Market3.2%

Stable Share Price: L2PL34 has not had significant price volatility in the past 3 months compared to the BR market.

Volatility Over Time: L2PL34's weekly volatility (3%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
19898,787Rich Steinmeierwww.lpl.com

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 enterprises in the United States. Its brokerage offerings include variable and fixed annuities, mutual funds, equities, fixed income, alternative investments, retirement and 529 education savings plans, and insurance. The company also provides fee-based platforms that provide access to mutual funds, exchange-traded funds, stocks, bonds, certain option strategies, unit investment trusts, and institutional money managers and no-load multi-manager variable annuities.

LPL Financial Holdings Inc. Fundamentals Summary

How do LPL Financial Holdings's earnings and revenue compare to its market cap?
L2PL34 fundamental statistics
Market capR$157.61b
Earnings (TTM)R$6.10b
Revenue (TTM)R$69.77b

26.2x

P/E Ratio

2.3x

P/S Ratio

Is L2PL34 overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
L2PL34 income statement (TTM)
RevenueUS$12.11b
Cost of RevenueUS$7.95b
Gross ProfitUS$4.16b
Other ExpensesUS$3.10b
EarningsUS$1.06b

Last Reported Earnings

Dec 31, 2024

Next Earnings Date

n/a

Earnings per share (EPS)14.18
Gross Margin34.32%
Net Profit Margin8.74%
Debt/Equity Ratio187.5%

How did L2PL34 perform over the long term?

See historical performance and comparison

Dividends

0.3%

Current Dividend Yield

9%

Payout Ratio

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/02/06 21:48
End of Day Share Price 2025/02/06 00:00
Earnings2024/12/31
Annual Earnings2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

LPL Financial Holdings Inc. is covered by 26 analysts. 12 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Benjamin BudishBarclays
Craig SiegenthalerBofA Global Research
Caydee BlankenshipCFRA Equity Research