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| 1 Year | 5 Year | 5 Year Annualized | Since IPO | |
|---|---|---|---|---|
| LPLA | +31.58% | +317.89% | +33.09% | +1,264% |
| S&P | +14.5% | +93.32% | +14.09% | +460% |
LPL Financial Holdings, Inc. serves independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow their practices. It provides objective financial guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. The company was founded in 1989 and is headquartered in San Diego, CA.
The Motley Fool analyzed 16 hedge funds to uncover billionaires' top financial sector stock picks.
| Q2 2025 | YOY Change | |
|---|---|---|
| Revenue | $3.84B | 30.8% |
| Gross Profit | $1.17B | 19.2% |
| Gross Margin | 30.41% | -3.0% |
| Market Cap | $29.99B | 43.7% |
| Market Cap / Employee | $3.19M | 0.0% |
| Employees | 9.4K | 0.0% |
| Net Income | $273.25M | 12.1% |
| EBITDA | $691.67M | 29.8% |
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| Q2 2025 | YOY Change | |
|---|---|---|
| Net Cash | $5.91B | 99.9% |
| Inventory | 0 | 0.0% |
| Q2 2025 | YOY Change | |
|---|---|---|
| Long Term Debt | $7.45B | 59.5% |
| Short Term Debt | $313.40M | 48.6% |
| Q2 2025 | YOY Change | |
|---|---|---|
| Return On Assets | 7.72% | -1.6% |
| Return On Invested Capital | 13.75% | -0.7% |
| Q2 2025 | YOY Change | |
|---|---|---|
| Free Cash Flow | $57.49M | 120.7% |
| Operating Free Cash Flow | $194.48M | 230.7% |
| Metric | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | YoY Change |
|---|---|---|---|---|---|
| Price to Earnings | 17.50 | 23.27 | 22.64 | 25.65 | 17.67% |
| Price to Book | 6.28 | 8.81 | 8.33 | 8.95 | -2.60% |
| Price to Sales | 1.52 | 1.99 | 1.86 | 2.13 | 10.52% |
| Price to Tangible Book Value | 143.67 | 201.65 | -33.68 | -42.38 | -46.81% |
| Price to Free Cash Flow TTM | 309.39 | 31.31 | 352.16 | 279.02 | - |
| Enterprise Value to EBITDA | 35.13 | 46.94 | 40.66 | 46.24 | 7.03% |
| Free Cash Flow Yield | 0.3% | 3.2% | 0.3% | 0.4% | - |
| Return on Equity | 41.4% | 42.3% | 40.4% | 29.5% | -29.90% |
| Total Debt | $4.68B | $6.03B | $6.24B | $7.76B | 59.00% |
LPLA earnings call for the period ending September 30, 2021.
LPLA earnings call for the period ending June 30, 2021.
LPLA earnings call for the period ending March 31, 2021.
LPLA earnings call for the period ending December 31, 2020.
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