Fundamental analysis · SEC EDGAR · TTM through 30/06/2026
LPLA · Nasdaq · Financial
Fundamental quality
59
out of 100
Lpl Financial Holdings Inc. earns a fundamental-quality score of 59 out of 100, profiling it as a company of reasonable quality. Its score rests mainly on its growth (revenue +24.5%/yr). Its weakest area is its financial strength (FCF margin -4.7%). Whether it's cheap or expensive depends on the current price, which you can compute in the tool.
LPL Financial is America's largest platform for independent financial advisors: tens of thousands of advisors use its technology, custody and compliance in exchange for a share of their fees. The technological landlord of American financial advice.
EPS growth: 14.7% · Revenue growth: 24.5%
Net margin: 5.1% · ROE: 17.5%
FCF: -4.7%
Source: SEC EDGAR · TTM through 30/06/2026
The score combines growth, profitability and financial strength. Here its growth weighs in its favor, while its financial strength drags it down the most.
Percentile against the other 71 Financial companies in our coverage: how far it beats them on each metric (100 = best in sector).
Computed from the daily dataset scores. A high percentile places the company among the best in its sector on that metric; it is not a buy recommendation.
Key concepts
What do these metrics mean? Fundamental analysis · What is the P/E · What is EPS · What is ROE · Net & gross margin · Free cash flow
| Year | Revenue | Net income | Free cash flow | Net debt |
|---|---|---|---|---|
| 2020 | 5,872 | 473 | 634 | 1,537 |
| 2021 | 7,721 | 460 | 237 | 2,319 |
| 2022 | 8,601 | 846 | 1,639 | 1,870 |
| 2023 | 10,053 | 1,066 | 109 | 3,268 |
| 2024 | 12,385 | 1,059 | -285 | 4,528 |
| 2025 | 16,989 | 863 | -982 | 6,221 |
Between 2020 and 2025, revenue went from $5,872M to $16,989M (+189%) and net income went from $473M to $863M (+83%). Meanwhile, its margins have narrowed (from 8% to 5%).
Annual figures in millions of U.S. dollars ($M) per SEC filings. Net debt is total debt minus cash.
Latest results
Figures for the half-year ended June 30, 2026, versus the half-year ended June 30, 2025 (SEC filings):
Compared with the previous close (March 31, 2026), this is what moved in its accounts:
Automatic comparison between the two most recent periods filed with the SEC. One quarter doesn't make a trend: read it alongside the historical evolution above.
$1.2
per share, yearly
10.9% of earnings
Payout
The dividend yield depends on today's price. Compute it in the analyzer → · See all dividend-paying stocks →
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Is Lpl Financial Holdings Inc. cheap or expensive?
That depends on the current price. Look it up, enter it in the tool and get the full valuation verdict (P/E against its sector).
Compute the valuation →Is Lpl Financial Holdings Inc. a good company to invest in?
In terms of business quality, Lpl Financial Holdings Inc. scores 59 out of 100 in our analysis, placing it as a company of reasonable quality. That said, this isn't a recommendation: whether it's a good investment also depends on its current price and your goals.
Is Lpl Financial Holdings Inc. a profitable company?
Lpl Financial Holdings Inc. is profitable, with a net margin of 5.1%, though a thin one.
Is Lpl Financial Holdings Inc. growing?
Its revenue has grown 24.5% annualized in recent years and its earnings per share 14.7%, and without interruption since 2020.
Does Lpl Financial Holdings Inc. generate cash?
Over the last twelve months its free cash flow was negative.
The thresholds are general and the system doesn't judge qualitative factors. See the full methodology and use this analysis as a first filter, never as a final decision.
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Who's behind the methodology and model · how the score is computed
Data: see Lpl Financial Holdings Inc.'s filings on EDGAR
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