Valuation dashboard for LPL Financial Holdings Inc. (LPLA) with P/E 16.04, P/B 3.64, EV/EBITDA 8.71 and dividend yield 0.45%. DCF, Graham Number, EPS growth, peer multiples and dividend discount models plus sector comparison against other Financial Services companies.
LPL Financial Holdings Inc., operating through its subsidiaries, delivers an integrated ecosystem of brokerage and investment advisory solutions. These services are primarily aimed at independent financial professionals and advisors affiliated with financial institutions across the United States.
Analysis Summary
LPL Financial Holdings Inc. reported revenue of $16.99B in the most recent fiscal year, growing at a 5-year CAGR of 23.7%. Net income reached $863.0M, with a 12.8% 5-year CAGR.
Trailing-twelve-month margins: gross margin 28.0%, operating margin 12.8%, net margin 6.8%.
At $279.54 (closing price, October 29, 2026), LPLA trades at a P/E of 16.04 and an ROE of 24.65%. Market capitalisation stands at $22.0B, placing it among large-cap names.
Balance sheet quality for LPLA: current ratio of 2.4. A debt-to-equity below 1.0 typically signals conservative capital structure, while a current ratio above 1.5 indicates comfortable short-term liquidity.
Valuation Ratios
| P/E Ratio | 16.04 |
| Price / Book | 3.64 |
| EV / EBITDA | 8.71 |
| Dividend Yield | 0.45% |
Valuation Models
| DCF Fair Value | $894.04 |
| vs Current Price | +219.8% |
Peer Comparison
| Symbol | Company | Market Cap | P/E | P/B | ROE |
|---|---|---|---|---|---|
| LPLA | LPL Financial Holdings Inc. | $22.0B | 16.04 | 3.64 | 24.7% |
| AMP | Ameriprise Financial, Inc. | $44.0B | 11.20 | 7.06 | 61.7% |
| IBKR | Interactive Brokers Group, Inc. | $143.7B | 31.45 | 6.08 | 20.4% |
| MS | Morgan Stanley | $299.7B | 15.19 | 2.51 | 17.9% |
| GS | The Goldman Sachs Group, Inc. | $270.1B | 13.34 | 2.19 | 17.9% |
| SCHW | The Charles Schwab Corporation | $154.7B | 15.27 | 2.98 | 21.3% |
| RJF | Raymond James Financial, Inc. | $31.0B | 13.53 | 25.0% | |
| SF | Stifel Financial Corp | $10.1B | 9.10 | 1.73 | 16.5% |
Price
| Price | $279.54 (closing price, October 29, 2026) |
| Market Cap | $22.0B |
| Exchange | NASDAQ |
| Country | US |
Profitability
| Return on Equity | 24.65% |
| Return on Invested Capital | 11.94% |
| Return on Assets | 7.01% |
| Gross Margin | 27.96% |
| Operating Margin | 12.83% |
| Net Margin | 6.83% |
Related companies: AMP · IBKR · MS · GS · SCHW · RJF · SF · JEF
Explore sector: Financial Services · Financial - Capital Markets
More sections of LPLA: Overview · Financials · Statistics · Estimates · Technical · Ownership · News · Events
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