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Market Performance
Stock returned +10.0% over the past year, broadly in line with market conditions.Analyst Target
Analyst consensus price target: $431.86.What is 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 institutions in the United States.
LPLA · Verdict
Solid reward · moderate risk
LPLA stands out on volatility and growth, but watch the balance sheet signal.
Based on 88% data coverage
LPLA · Verdict
What’s working & what to watch
Strengths 3
- Volatility80/100
Top decile vs peers
- Growth76/100
Rev +22.4% CAGR · earnings +0.7%
- Profitability67/100
20% net margin · 19% ROE
Watchouts 1
- Balance sheet41/100
Interest covered 3.8×
Model-based scoring. For information only — not financial advice.
What is 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 institutions in the United States. The company's brokerage offerings include variable and fixed annuities, mutual funds, equities, fixed income, alternative investments, retirement and 529 education savings plans, and insurance; and client cash programs consist of Federal Deposit Insurance Corporation (FDIC) insured bank sweep vehicles, and a client cash and money market account. The company is listed on the NASDAQ in USA, operating in the Financial Services sector, with a market capitalisation of 29.19B, and a P/E ratio of 29.7x.
Financial Highlights
Investment Breakdown
Analysis
Reward: Moderate (65)The scoring profile indicates moderate reward potential, with growth and profitability as the leading contributors. Risk indicators are moderate, consistent with typical market exposure.
For informational purposes only. Not financial advice.
| Shares sold | Shares bought | |
|---|---|---|
| 0-3months | 0 | 0 |
| 3-6months | 68,569 shares $2.7M | 0 |
| 6-9months | 35,888 shares $2.2M | 0 |
| 9-12months | 43,830 shares $1.3M | 0 |