Business Description
LPL Financial Holdings Inc
NAICS : 523110
SIC : 6211
ISIN : US50212V1008
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Traded in other countries / regions
LPLA.USA7LI.GermanyLPLA.Mexico IPO Date
2021-11-11Description
LPL Financial Holdings is an independent broker/dealer that provides a platform of proprietary technology, brokerage, and investment advisory services to financial advisors and institutions. As of the end of June 2024, the company had over 23,000 advisors on its platform managing $1.5 trillion of client assets. The company doesn't have material operations outside of the United States.
Financial Strength
6/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| Cash-To-Debt | 0.34 | |||||
| Equity-to-Asset | 0.23 | |||||
| Debt-to-Equity | 1.69 | |||||
| Debt-to-EBITDA | 2.34 | |||||
| Interest Coverage | 6.46 | |||||
| Piotroski F-Score | 5/9 | |||||
| Altman Z-Score | 3.9 | |||||
| Beneish M-Score | -2.05 | |||||
| WACC vs ROIC | ||||||
Growth Rank
10/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| 3-Year Revenue Growth Rate | 21.1 | |||||
| 3-Year EBITDA Growth Rate | 31.3 | |||||
| 3-Year EPS without NRI Growth Rate | 38.9 | |||||
| 3-Year FCF Growth Rate | -43.7 | |||||
| 3-Year Book Growth Rate | 19 | |||||
| Future 3-5Y EPS without NRI Growth Rate | 12.66 | |||||
| Future 3-5Y Total Revenue Growth Rate | 16.26 |
Momentum Rank
8/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| 6-1 Month Momentum % | -16.65 | |||||
| 12-1 Month Momentum % | -16.65 |
Liquidity Ratio
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| Current Ratio | 2.06 | |||||
| Quick Ratio | 2.06 | |||||
| Cash Ratio | 0.49 | |||||
| Days Sales Outstanding | 20.73 | |||||
| Days Payable | 121.38 |
Dividend & Buy Back
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| 3-Year Dividend Growth Rate | 6.3 | |||||
| 3-Year Average Share Buyback Ratio | 2.1 | |||||
| Shareholder Yield % | -3.33 |
Profitability Rank
9/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| Gross Margin % | 27.82 | |||||
| Operating Margin % | 13.82 | |||||
| Net Margin % | 8.73 | |||||
| FCF Margin % | 0.66 | |||||
| ROE % | 42.87 | |||||
| ROA % | 9.25 | |||||
| ROIC % | 17.56 | |||||
| ROC (Joel Greenblatt) % | 144.83 | |||||
| ROCE % | 21.33 | |||||
| Years of Profitability over Past 10-Year | 10 |
GF Value Rank
7/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| PE Ratio | 24.45 | |||||
| Forward PE Ratio | 9.77 | |||||
| PE Ratio without NRI | 20.63 | |||||
| Shiller PE Ratio | 44.71 | |||||
| PEG Ratio | 1.06 | |||||
| PS Ratio | 2.14 | |||||
| PB Ratio | 8.78 | |||||
| Price-to-Tangible-Book | 200.75 | |||||
| Price-to-Free-Cash-Flow | 255.22 | |||||
| Price-to-Operating-Cash-Flow | 41.03 | |||||
| EV-to-EBIT | 17.25 | |||||
| EV-to-Forward-EBIT | 14.83 | |||||
| EV-to-EBITDA | 13.74 | |||||
| EV-to-Forward-EBITDA | 11.76 | |||||
| EV-to-Revenue | 2.38 | |||||
| EV-to-Forward-Revenue | 1.84 | |||||
| EV-to-FCF | 285.84 | |||||
| Price-to-Projected-FCF | 2.28 | |||||
| Price-to-DCF (Earnings Based) | 0.43 | |||||
| Price-to-DCF (FCF Based) | 8.13 | |||||
| Price-to-Median-PS-Value | 1.59 | |||||
| Price-to-Peter-Lynch-Fair-Value | 0.9 | |||||
| Price-to-Graham-Number | 13.57 | |||||
| Earnings Yield (Greenblatt) % | 5.8 | |||||
| FCF Yield % | 0.39 | |||||
| Forward Rate of Return (Yacktman) % | 22.35 |
Historical Operating Revenue by Business Segment
Historical Operating Revenue by Geographic Region
Guru Trades
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Performance
Dividend
Log
Bar
Annualized Return % Â
Total Annual Return % Â
LPL Financial Holdings Inc Executives
DetailsAnalyst Estimate
Key Statistics
| Name | Value | ||
|---|---|---|---|
| Revenue (TTM) (Mil MXN) | 207,210.546 | ||
| EPS (TTM) (MXN) | 238.425 | ||
| Beta | 0 | ||
| Volatility % | 16.56 | ||
| 14-Day RSI | 0 | ||
| 14-Day ATR (MXN) | 0.1062 | ||
| 20-Day SMA (MXN) | 3760 | ||
| 12-1 Month Momentum % | -16.65 | ||
| 52-Week Range (MXN) | 3760 - 4511.21 | ||
| Shares Outstanding (Mil) | 74.88 |
Piotroski F-Score Details
Year:
| Component | Result | ||
|---|---|---|---|
| Piotroski F-Score | 5 | ||
| Positive ROA | |||
| Positive CFROA | |||
| Higher ROA yoy | |||
| CFROA > ROA | |||
| Lower Leverage yoy | |||
| Higher Current Ratio yoy | |||
| Less Shares Outstanding yoy | |||
| Higher Gross Margin yoy | |||
| Higher Asset Turnover yoy |
LPL Financial Holdings Inc Filings
| Filing Date | Document Date | Form | ||
|---|---|---|---|---|
| No Filing Data | ||||
LPL Financial Holdings Inc Stock Events
| Event | Date | Price(MXN) | ||
|---|---|---|---|---|
| No Event Data | ||||
LPL Financial Holdings Inc Frequently Asked Questions
What is LPL Financial Holdings Inc(MEX:LPLA)'s stock price today?
The current price of MEX:LPLA is MXN3760.00. The 52 week high of MEX:LPLA is MXN4511.21 and 52 week low is MXN3760.00.
When is next earnings date of LPL Financial Holdings Inc(MEX:LPLA)?
The next earnings date of LPL Financial Holdings Inc(MEX:LPLA) is 2025-01-31 Est..
Does LPL Financial Holdings Inc(MEX:LPLA) pay dividends? If so, how much?
LPL Financial Holdings Inc(MEX:LPLA) does not pay dividend.
Press Release
| Subject | Date | |||
|---|---|---|---|---|
| No Press Release | ||||
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