LPLA * 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.
| Snowflake Score | |
|---|---|
| Valuation | 0/6 |
| Future Growth | 2/6 |
| Past Performance | 5/6 |
| Financial Health | 4/6 |
| Dividends | 0/6 |
LPL Financial Holdings Inc. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$4,511.21 |
| 52 Week High | US$4,880.00 |
| 52 Week Low | US$3,720.00 |
| Beta | 0.90 |
| 1 Month Change | 0% |
| 3 Month Change | n/a |
| 1 Year Change | 32.68% |
| 3 Year Change | n/a |
| 5 Year Change | n/a |
| Change since IPO | 26.36% |
Recent News & Updates
Recent updates
Shareholder Returns
| LPLA * | MX Capital Markets | MX Market | |
|---|---|---|---|
| 7D | 0% | -0.6% | -0.8% |
| 1Y | 32.7% | -5.1% | 4.5% |
Return vs Industry: LPLA * exceeded the MX Capital Markets industry which returned -0.1% over the past year.
Return vs Market: LPLA * exceeded the MX Market which returned 3.7% over the past year.
Price Volatility
| LPLA * volatility | |
|---|---|
| LPLA * Average Weekly Movement | n/a |
| Capital Markets Industry Average Movement | 4.0% |
| Market Average Movement | 4.0% |
| 10% most volatile stocks in MX Market | 5.9% |
| 10% least volatile stocks in MX Market | 2.3% |
Stable Share Price: LPLA * has not had significant price volatility in the past 3 months.
Volatility Over Time: Insufficient data to determine LPLA *'s volatility change over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1989 | 7,124 | Dan Arnold | 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 enterprises in the United States. Its brokerage offerings include variable and fixed annuities, mutual funds, equities, retirement and education savings plans, fixed income, and insurance, as well as alternative investments, such as non-traded real estate investment trusts and auction rate notes. The company also provides advisory 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
| LPLA * fundamental statistics | |
|---|---|
| Market cap | Mex$275.18b |
| Earnings (TTM) | Mex$18.81b |
| Revenue (TTM) | Mex$160.22b |
14.6x
P/E Ratio1.7x
P/S RatioIs LPLA * overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| LPLA * income statement (TTM) | |
|---|---|
| Revenue | US$8.95b |
| Cost of Revenue | US$6.26b |
| Gross Profit | US$2.70b |
| Other Expenses | US$1.64b |
| Earnings | US$1.05b |
Last Reported Earnings
Mar 31, 2023
Next Earnings Date
n/a
| Earnings per share (EPS) | 13.53 |
| Gross Margin | 30.11% |
| Net Profit Margin | 11.74% |
| Debt/Equity Ratio | 130.0% |
How did LPLA * perform over the long term?
See historical performance and comparison