Valuation: LPL Financial Holdings Inc.

Capitalization 2.31TCr 1.96TCr 1.8TCr 1.69TCr 3.16TCr 2,20300Cr 3.18TCr 21TCr 8.32TCr 1,04900Cr 8.67TCr 8.49TCr 3,63000Cr P/E ratio 2026 *
15.2x
P/E ratio 2027 * 11.4x
Enterprise value 2.88TCr 2.45TCr 2.24TCr 2.11TCr 3.94TCr 2,74600Cr 3.97TCr 27TCr 10TCr 1,30800Cr 11TCr 11TCr 4,52500Cr EV / Sales 2026 *
1.4x
EV / Sales 2027 * 1.23x
Free-Float
58.31%
Yield 2026 *
0.44%
Yield 2027 * 0.49%
1 day-0.24%
1 week-12.24%
Current month-13.96%
1 month-10.69%
3 months-12.89%
6 months-23.67%
Current year-19.51%
1 week 284.26
Extreme 284.26
333.26
1 month 284.26
Extreme 284.26
339.99
Current year 281.51
Extreme 281.51
400.16
1 year 281.51
Extreme 281.51
403.58
3 years 187.19
Extreme 187.19
403.58
5 years 127.03
Extreme 127.03
403.58
10 years 20.51
Extreme 20.51
403.58
Manager TitleAgeSince
Chief Executive Officer 52 01/10/2024
Director of Finance/CFO 52 28/09/2015
Chief Tech/Sci/R&D Officer - 16/07/2024
Director TitleAgeSince
Chairman 71 03/03/2017
Director/Board Member 73 01/01/2005
Director/Board Member 72 08/05/2013
Change 5d. change 1-year change 3-years change Capi.($)
-0.24%-12.24%-23.70%+52.97% 2.31TCr
-1.54%-0.21%+48.63%+129.21% 30TCr
-1.89%+1.22%+57.29%+191.12% 29TCr
-1.27%-2.63%+66.39%+174.24% 21TCr
+1.20%-3.72%+4.21%+81.77% 15TCr
-0.40%0.00%+6.54%+24.86% 5.83TCr
+0.62%-4.21%+0.40%+80.29% 2.94TCr
-3.36%+2.82%+77.13%+154.25% 2.4TCr
+1.81%+2.98%+20.54%+35.35% 2.43TCr
+0.53%+1.23%+49.88%+152.14% 2.29TCr
Average -0.43%-1.55%+30.73%+107.62% 11.41TCr
Weighted average by Cap. -0.94%-0.07%+43.39%+137.90%

Financials

2026 *2027 *
Net sales 2.05TCr 1.74TCr 1.59TCr 1.5TCr 2.8TCr 1,95500Cr 2.83TCr 19TCr 7.38TCr 93TCr 7.7TCr 7.54TCr 3,22300Cr 2.32TCr 1.97TCr 1.8TCr 1.7TCr 3.17TCr 2,21100Cr 3.2TCr 21TCr 8.35TCr 1,05300Cr 8.71TCr 8.52TCr 3,64400Cr
Net income 149.45Cr 126.83Cr 116.15Cr 109.51Cr 204.26Cr 14TCr 205.9Cr 1.38TCr 537.64Cr 6.78TCr 560.75Cr 548.97Cr 23TCr 197.57Cr 167.66Cr 153.54Cr 144.77Cr 270.02Cr 19TCr 272.19Cr 1.82TCr 710.73Cr 8.96TCr 741.27Cr 725.71Cr 31TCr
Net Debt 570.1Cr 483.79Cr 443.06Cr 417.75Cr 779.17Cr 54TCr 785.43Cr 5.25TCr 2.05TCr 26TCr 2.14TCr 2.09TCr 90TCr 536.6Cr 455.36Cr 417.02Cr 393.2Cr 733.39Cr 51TCr 739.27Cr 4.95TCr 1.93TCr 24TCr 2.01TCr 1.97TCr 84TCr
Logo LPL Financial Holdings Inc.
LPL Financial Holdings Inc. is an independent broker-dealer and an investment advisory firm. The Company offers an integrated platform of brokerage and investment advisory services to independent financial advisors and financial advisors at institutions in the United States. Through its comprehensive platform, it offers integrated technology solutions; brokerage and advisory platforms; clearing, compliance, business and planning and advice services; consultative practice management programs and training, and in-house research. Through its custody and clearing platform, using both proprietary and third-party technology, it offers access to diversified financial products and services, enabling its advisors to offer personalized financial advice and brokerage services to retail investors. Its products include alternative investments, annuities, exchange-traded products, insurance-based products, mutual funds, and retirement plan products. It also offers wealth management solutions.
Employees
9,901
Date Price Change Volume
12/26/12 288.23 $ -0.28% 2,30,778
11/26/11 289.04 $ -4.77% 17,07,085
08/26/08 303.52 $ -1.97% 11,33,343
07/26/07 309.62 $ -4.65% 8,62,097
06/26/06 324.73 $ -0.87% 6,45,789
Trader
Investor
Global
Quality
ESG MSCI
A
Sell
Consensus
Buy
Mean consensus
BUY
Number of Analysts
16
Last Close Price
289.04USD
Average target price
417.21USD
Spread / Average Target
+44.34%

Quarterly revenue - Rate of surprise