1.41%
10.15%
30.65%
85.25%
47.80%
112.14%
303.62%
AI Spotlight on LPLA
Company Description
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 financial institutions in the United States.Its brokerage offerings include variable and fixed annuities, mutual funds, equities, retirement and education savings plans, fixed income, and insurance, as well as alternative investments, such as non-traded real estate investment trusts and auction rate notes.The company also provides advisory platforms that provide access to mutual funds, exchange-traded funds, stocks, bonds, certain option strategies, unit investment trusts, and institutional money managers and no-load multi-manager variable annuities.
In addition, it offers money market programs; and retirement solutions for commission-and fee-based services that allow advisors to provide brokerage services, consultation, and advice to retirement plan sponsors.Further, the company provides other services comprising tools and services that enable advisors to maintain and grow their practices; trust, investment management oversight, and custodial services to trusts for estates and families, as well as insurance brokerage general agency services; and technology products, such as proposal generation, investment analytics, and portfolio modeling.The company was formerly known as LPL Investment Holdings Inc.
and changed its name to LPL Financial Holdings Inc.in June 2012.LPL Financial Holdings Inc.
was founded in 1989 and is based in San Diego, California.
Market Data
| Last Price | 366.89 |
| Change Percentage | 1.41% |
| Open | 371.62 |
| Previous Close | 361.8 |
| Market Cap ( Millions) | 27473 |
| Volume | 1301969 |
| Year High | 375.74 |
| Year Low | 187.19 |
| M A 50 | 334.19 |
| M A 200 | 272.46 |
Financial Ratios
| FCF Yield | 0.35% |
| Dividend Yield | 0.33% |
| ROE | 40.38% |
| Debt / Equity | 0.00% |
| Net Debt / EBIDTA | -40.13% |
| Price To Book | 9.36 |
| Price Earnings Ratio | 25.92 |
| Price To FCF | 286.01 |
| Price To sales | 2.22 |
| EV / EBITDA | 11.0 |
News
- Jan -31 - LPL Financial Stock Gains 1% as Q4 Earnings Beat on Higher Revenues
- Jan -31 - LPL Financial Holdings Inc. (LPLA) Q4 2024 Earnings Call Transcript
- Jan -31 - LPL Financial (LPLA) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates
- Jan -31 - LPL Financial Holdings Inc. (LPLA) Q4 Earnings and Revenues Surpass Estimates
- Jan -30 - LPL Financial Announces Fourth Quarter and Full Year 2024 Results
- Jan -28 - Anthony Calomeni of Heffernan Financial Services recognized as one of LPL Financial's top financial advisors
- Jan -24 - RJF vs. LPLA: Which Stock Is the Better Value Option?
- Jan -23 - LPL Financial Holdings Inc. (LPLA) Earnings Expected to Grow: What to Know Ahead of Next Week's Release
- Jan -22 - LPL Financial Welcomes Johns Creek Financial
- Jan -20 - What Makes LPL Financial Holdings Inc. (LPLA) a Strong Momentum Stock: Buy Now?
- Jan -16 - What Makes LPL Financial (LPLA) a New Buy Stock
- Jan -15 - LPL Welcomes Financial Advisors Larry Forlenza and Carl Hanks
- Jan -13 - LPL Financial Welcomes Advisor Marcus Alexander to Linsco Channel
- Jan -09 - LPL Financial Announces Fourth Quarter and Full Year 2024 Earnings Release Date and Conference Call
- Jan -07 - LPL Financial Hits All-Time High: How Should You Play LPLA Stock Now?
- Dec -18 - LPLA Announces Y/Y Rise in Brokerage and Advisory Assets in November
- Dec -17 - LPL Financial Reports Monthly Activity for November 2024
- Dec -17 - LPL Financial Welcomes Advisor Jeffrey Grange to Linsco Channel
- Dec -16 - Marc Cohen Promoted to Managing Director; Leads Business Strategy and Innovation
- Dec -12 - LPL Financial Welcomes Prestige Wealth Group
Business Breakdown
Expected Mid-Term Growth
Segment n°1 -> Brokerage and Investment Advisory Services
Expected Growth : 15 %
What the company do ?
LPL Financial Holdings Inc. offers brokerage and investment advisory services, providing access to a wide range of investment products and personalized advice to individual investors and institutions.
Why we expect these perspectives ?
LPL Financial Holdings Inc.'s 15% growth in Brokerage and Investment Advisory Services is driven by increasing demand for wealth management, expansion of independent advisor network, and strategic acquisitions. Additionally, the company's technology enhancements, such as its ClientWorks platform, have improved advisor efficiency and client engagement, contributing to the growth.
Lpl Financial Holdings Inc. Products
| Product Range | What is it ? |
|---|---|
| Wealth Management | LPL Financial Holdings Inc. offers a range of wealth management services, including investment management, financial planning, and retirement planning, to help individuals and families achieve their financial goals. |
| Brokerage Services | LPL Financial Holdings Inc. provides brokerage services, including trading and execution, to individual and institutional clients, offering access to a range of investment products and markets. |
| Insurance Services | LPL Financial Holdings Inc. offers a range of insurance products, including life insurance, long-term care insurance, and disability insurance, to help individuals and families protect their financial well-being. |
| Retirement Plan Services | LPL Financial Holdings Inc. provides retirement plan services, including 401(k), 403(b), and IRA plans, to help employers and employees plan for retirement. |
| Custody and Clearing Services | LPL Financial Holdings Inc. provides custody and clearing services, including trade execution, settlement, and custody, to independent financial advisors and institutions. |
LPL Financial Holdings Inc.'s Porter Forces
Threat Of Substitutes
LPL Financial Holdings Inc. operates in a highly competitive industry, and there are many substitutes available to customers. However, the company's strong brand reputation and wide range of financial services help to mitigate the threat of substitutes.
Bargaining Power Of Customers
LPL Financial Holdings Inc. has a large customer base, but individual customers do not have significant bargaining power. The company's diversified customer base and wide range of financial services help to reduce the bargaining power of customers.
Bargaining Power Of Suppliers
LPL Financial Holdings Inc. has a diverse supplier base, and no single supplier has significant bargaining power. The company's strong financial position and long-term contracts with suppliers also help to reduce the bargaining power of suppliers.
Threat Of New Entrants
The financial services industry has high barriers to entry, including regulatory hurdles and significant capital requirements. While new entrants may emerge, they are unlikely to pose a significant threat to LPL Financial Holdings Inc.'s market position.
Intensity Of Rivalry
The financial services industry is highly competitive, with many established players competing for market share. LPL Financial Holdings Inc. faces intense competition from other financial institutions, which can lead to pricing pressure and reduced market share.
Strength
Capital Structure
| Value | |
|---|---|
| Debt Weight | 64.53% |
| Debt Cost | 6.78% |
| Equity Weight | 35.47% |
| Equity Cost | 8.11% |
| WACC | 7.25% |
| Leverage | 181.92% |
LPL Financial Holdings Inc. : Quality Control
LPL Financial Holdings Inc. passed 5 out of 9 key points:
Historical Valuation
Price/Earnings Ratio
Margin Valuation
Peers Valuation
Competitors
| Company | Rational |
|---|---|
| PIPR | Piper Sandler Companies operates as an investment bank and institutional securities firm that serves corporations, private equity groups, public entities, non-profit entities, and institutional investors in the United States and … |
| PJT | PJT Partners Inc., an investment bank, provides various strategic and capital markets advisory, restructuring and special situations, and shareholder advisory services to corporations, financial sponsors, institutional investors, and governments worldwide. … |
| SNEX | StoneX Group Inc. operates as a global financial services network that connects companies, organizations, traders, and investors to market ecosystem worldwide. Its Commercial segment provides risk management and hedging, exchange-traded … |
| HLI | Houlihan Lokey, Inc., an investment banking company, provides merger and acquisition (M&A), capital market, financial restructuring, and financial and valuation advisory services worldwide. It operates in three segments: Corporate Finance, … |
| EVR | Evercore Inc., together with its subsidiaries, operates as an independent investment banking advisory firm in the United States, Europe, Latin America, and internationally. It operates through two segments, Investment Banking … |
Peers Metrics
DCF BETA
Expected Cash-Flows
Scoring Insights
Peers Group Analysis
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Piper Sandler
A-Score
1-Year Total Return ->
🥈
PJT Partners
A-Score
1-Year Total Return ->
🥉
StoneX
A-Score
1-Year Total Return ->
4
Houlihan Lokey
A-Score
1-Year Total Return ->
5
LPL Financial Holdings
A-Score
1-Year Total Return ->
6
