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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%)
Pre-Market: $299.16 (-18.40, -5.79%)
Weekly Expected Move ±3.8%
$292 $304 $316 $328 $340
NASDAQ · Financial Services · Financial - Capital Markets · Tech Score Sell · Power 48 · $25.0B mcap · 78M float · 0.999% daily turnover · Short 43% of daily vol
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.
#9 of 131
Financial - Capital Markets
Financial Services · Large Cap · 20 peers
Market Share
0.8%
Top 4 Concentration: 81.5%

Technical Signal Map

3 Bullish
0 Neutral
18 Bearish

Peer Comparison

Symbol Mkt Cap P/E ROE % ROIC % Net Mgn % Rev Grw % Piotroski Signal 1Y Ret %
LPLA LPL Financial Holdings Inc. $25B 18.2 18.6 14.7 7.3 38.8 4 BEARISH -6.6
TW Tradeweb Markets Inc. $26B 28.5 14.1 16.1 32.4 14.0 8 BULLISH 8.1
CMSQY Computershare Limited $17B 28.4 28.0 41.8 20.4 3.6 9 BULLISH 25.9
DSECF Daiwa Securities Group Inc. $18B 11.8 11.8 -1.7 22.3 224.8 6 LEAN BULL 65.3
EVR Evercore Inc. $9.7B 13.5 42.4 153.6 9.5 45.7 7 LEAN BEAR -19.6
GS The Goldman Sachs Group, Inc. $255B 12.9 17.0 19.7 17.2 -6.8 5 LEAN BEAR 16.9
NRSCF Nomura Holdings, Inc. $28B 0.3 11.4 1.6 21.2 -3.2 5 LEAN BEAR 34.6
MS-PL Morgan Stanley $294B 14.7 18.1 -779.9 14.8 15.7 6 LEAN BEAR -18.9
JEF Jefferies Financial Group Inc. $8.5B 11.9 8.9 3.2 9.0 16.2 7 LEAN BEAR -16.2
GUOSF Guotai Junan Securities Co., Ltd. $49B 8.3 10.9 7.9 36.5 129.5 7 LEAN BEAR 0.0
HUATF Huatai Securities Co., Ltd. $19B 7.6 9.4 -3.2 46.2 4.0 5 BEARISH 0.0
CRCL Circle Internet Group $22B 43.2 15.4 15.1 6.9 341.5 8 BEARISH -42.6
SCHW-PD The Charles Schwab Corporation $159B 15.2 21.1 46.5 35.6 14.7 7 BEARISH -14.9
XP XP Inc. $16B 8.3 22.6 5.2 28.5 8.2 7 BEARISH -8.2
FUTU Futu Holdings Limited $14B 10.1 27.6 27.6 50.6 69.7 8 BEARISH -42.6
SF Stifel Financial Corp $10B 8.6 16.4 35.9 13.8 12.0 7 BEARISH -13.1
HOOD Robinhood Markets, Inc. $75B 43.0 23.6 12.2 42.9 38.3 3 BEARISH -32.4
CIIHY CITIC Securities Company Limited $42B 10.1 11.5 -2.8 48.8 12.9 7 BEARISH -30.5
SF-PB Stifel Financial Corp. $11B 8.6 16.4 35.9 13.8 12.0 7 BEARISH -12.3
GS-PC The Goldman Sachs Group, Inc. PFD 1/1000 C $338B 12.9 17.0 19.7 17.2 -6.8 5 BEARISH -9.3
BMNP Bitmine Immersion Technologies, Inc. $13B — — — — — — BEARISH —

Profile Radar

Valuation vs Profitability

Performance Comparison

Industry Market Share

LPLA vs Benchmarks

ROIC
LPLA
14.7
Industry
-0.3
Gross Margin
LPLA
31.4
Industry
66.4
Op Margin
LPLA
15.4
Industry
3.9
Net Margin
LPLA
7.3
Industry
1.1
Sector
17.6
Revenue Growth
LPLA
38.8
Sector
5.8
P/E Ratio
LPLA
18.2
Sector
14.0
ROE
LPLA
18.6
Sector
12.0
Piotroski F
LPLA
4.0
Sector
6.0

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms