1LPLA Stock Overview

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

1LPLA fundamental analysis
Snowflake Score
Valuation	2/6
Future Growth	4/6
Past Performance	1/6
Financial Health	2/6
Dividends	0/6

Rewards

Trading at 31.6% below our estimate of its fair value

Earnings are forecast to grow 14.53% per year

Earnings have grown 21.1% per year over the past 5 years

Risk Analysis

Debt is not well covered by operating cash flow

High level of non-cash earnings

Shares are highly illiquid

Community vs My Fair Value

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LPL Financial Holdings Inc. Competitors

Banca Generali

BIT:BGN

€6.4b

Equita Group

BIT:EQUI

€222.4m

Banca Mediolanum

BIT:BMED

€10.5b

Directa Sim

BIT:D

€101.3m

Price History & Performance

Summary of share price highs, lows and changes for LPL Financial Holdings
Historical stock prices
Current Share Price	US$318.00
52 Week High	US$0
52 Week Low	US$0
Beta	0.64
1 Month Change	n/a
3 Month Change	n/a
1 Year Change	n/a
3 Year Change	n/a
5 Year Change	n/a
Change since IPO	13.57%

Recent updates

Shareholder Returns

	1LPLA	IT Capital Markets	IT Market
7D	6.7%	2.5%	2.0%
1Y	n/a	17.0%	12.5%

Return vs Industry: Insufficient data to determine how 1LPLA performed against the Italian Capital Markets industry.

Return vs Market: Insufficient data to determine how 1LPLA performed against the Italian Market.

Price Volatility

Is 1LPLA's price volatile compared to industry and market?
1LPLA volatility
1LPLA Average Weekly Movement	n/a
Capital Markets Industry Average Movement	3.7%
Market Average Movement	5.4%
10% most volatile stocks in IT Market	8.8%
10% least volatile stocks in IT Market	3.3%

Stable Share Price: 1LPLA's share price has been volatile over the past 3 months compared to the Italian market.

Volatility Over Time: Insufficient data to determine 1LPLA's volatility change over the past year.

About the Company

Founded	Employees	CEO	Website
1989	9,118	Rich Steinmeier	www.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 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. It also provides fee-based platforms that provide access to mutual funds, exchange traded funds, stocks, bonds, certain options strategies, unit investment trusts, 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?
1LPLA fundamental statistics
Market cap	€25.61b
Earnings (TTM)	€967.17m
Revenue (TTM)	€11.46b

26.5x

P/E Ratio

2.2x

P/S Ratio

Is 1LPLA overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
1LPLA income statement (TTM)
Revenue	US$12.90b
Cost of Revenue	US$8.59b
Gross Profit	US$4.31b
Other Expenses	US$3.22b
Earnings	US$1.09b

Last Reported Earnings

Mar 31, 2025

Next Earnings Date

n/a

Earnings per share (EPS)	13.61
Gross Margin	33.40%
Net Profit Margin	8.44%
Debt/Equity Ratio	182.0%

How did 1LPLA perform over the long term?

See historical performance and comparison

Dividends

0.3%

Current Dividend Yield

8%

Payout Ratio

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/05/12 14:43
End of Day Share Price	2025/05/09 00:00
Earnings	2025/03/31
Annual Earnings	2024/12/31

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.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* 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. 11 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Benjamin Budish	Barclays
Craig Siegenthaler	BofA Global Research
Caydee Blankenship	CFRA Equity Research

LPL Financial Holdings BIT:1LPLA Stock Report