LPLA NASDAQ
LPL Financial Holdings Inc.
1W: -1.3%
1M: +1.6%
3M: -6.0%
YTD: -12.2%
1Y: -6.6%
3Y: +44.7%
5Y: +86.5%
$317.56
+0.33 (+0.10%)
Weekly Expected Move ±3.8%
$292
$304
$316
$328
$340
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: $543.9M held by 420 funds, 91 bp over Treasuries → details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
Overview
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Financials
Income Statement
Cash Flow
Balance Sheet
Earnings
Dividends
Analysis
Technicals
Weather
Peers
ESG
Institutions
ETF Exposure
Dark Pool
Short Interest
Supply Chain
📊 Key Metrics
TTM$20B
Revenue
+38.8% YoY
$1B
Net Income
-9.9% YoY
$-1,054M
Free Cash Flow
-19516.8% YoY
31.4%
Gross Margin
15.4%
Op. Margin
7.3%
Net Margin
💰 Income Flow
How revenue becomes profit💵 Cash Flow
⚠️ Cash Burn Where cash goes🏦 Balance Sheet
Assets = Liabilities + Equity📈 Financial Health
Profitability
ROE18.6%
ROA5.4%
ROIC14.7%
Valuation
P/E18.2
P/B4.3
EV/EBITDA10.3
Leverage
Debt/Equity1.30
Current Ratio2.46
Interest Cov.4.7x
Quality Scores
Piotroski F4/9
Altman-B9.46
Beneish M-1.85