LPL Financial Holdings Inc
NASDAQ:LPLA

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LPL Financial Holdings Inc Logo
LPL Financial Holdings Inc
NASDAQ:LPLA
Watchlist
Price: 381.42 USD -0.94% Market Closed
Market Cap: 30.5B USD
Financials Section:
Income Statement Balance Sheet Cash Flow Statement

Income Statement

0
Revenue
+0%
3Y
+64%
5Y
+131%
10Y
+201%
0
Operating Income
+0%
3Y
+127%
5Y
+109%
10Y
+381%
0
Net Income
+0%
3Y
+135%
5Y
+94%
10Y
+520%

Earnings Waterfall
LPL Financial Holdings Inc

Revenue
13.2B USD
Cost of Revenue
-141.5m USD
Gross Profit
13.1B USD
Operating Expenses
-11.3B USD
Operating Income
1.8B USD
Other Expenses
-738.8m USD
Net Income
1.1B USD

Income Statement
LPL Financial Holdings Inc

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Income Statement
Currency: USD
Millions
Ones
Thousands
Millions
Billions
TTM
Quarterly
Annual
TTM
Mar-2015 Jun-2015 Sep-2015 Dec-2015 Mar-2016 Jun-2016 Sep-2016 Dec-2016 Mar-2017 Jun-2017 Sep-2017 Dec-2017 Mar-2018 Jun-2018 Sep-2018 Dec-2018 Mar-2019 Jun-2019 Sep-2019 Dec-2019 Mar-2020 Jun-2020 Sep-2020 Dec-2020 Mar-2021 Jun-2021 Sep-2021 Dec-2021 Mar-2022 Jun-2022 Sep-2022 Dec-2022 Mar-2023 Jun-2023 Sep-2023 Dec-2023 Mar-2024 Jun-2024 Sep-2024 Dec-2024 Mar-2025
Revenue
Interest Expense
53
53
54
59
69
80
90
96
98
100
103
107
111
117
122
125
128
130
130
130
127
119
112
106
102
100
102
104
107
110
116
126
138
154
169
187
208
227
247
274
300
Revenue
4 396
N/A
4 394
0%
4 359
-1%
4 275
-2%
4 171
-2%
4 100
-2%
4 062
-1%
4 049
0%
4 080
+1%
4 126
+1%
4 173
+1%
4 282
+3%
4 488
+5%
4 721
+5%
4 988
+6%
5 188
+4%
5 319
+3%
5 410
+2%
5 494
+2%
5 625
+2%
5 717
+2%
5 694
0%
5 738
+1%
5 872
+2%
6 116
+4%
6 648
+9%
7 208
+8%
7 721
+7%
8 079
+5%
8 220
+2%
8 362
+2%
8 601
+3%
8 953
+4%
9 383
+5%
9 742
+4%
10 053
+3%
10 468
+4%
10 931
+4%
11 517
+5%
12 385
+8%
13 223
+7%
Gross Profit
Cost of Revenue
(67)
(59)
(52)
(53)
(53)
(53)
(53)
(55)
(55)
(55)
(56)
(57)
(59)
(60)
(63)
(63)
(63)
(64)
(65)
(64)
(65)
(68)
(69)
(71)
(74)
(79)
(84)
(86)
(89)
(89)
(87)
(86)
(90)
(95)
(99)
(106)
(110)
(114)
(119)
(128)
(142)
Gross Profit
4 329
N/A
4 334
+0%
4 307
-1%
4 223
-2%
4 118
-2%
4 046
-2%
4 009
-1%
3 995
0%
4 024
+1%
4 070
+1%
4 117
+1%
4 224
+3%
4 429
+5%
4 661
+5%
4 925
+6%
5 125
+4%
5 255
+3%
5 346
+2%
5 429
+2%
5 560
+2%
5 651
+2%
5 626
0%
5 669
+1%
5 801
+2%
6 042
+4%
6 569
+9%
7 125
+8%
7 635
+7%
7 990
+5%
8 130
+2%
8 275
+2%
8 515
+3%
8 863
+4%
9 288
+5%
9 643
+4%
9 947
+3%
10 357
+4%
10 816
+4%
11 398
+5%
12 257
+8%
13 081
+7%
Operating Income
Operating Expenses
(3 949)
(3 946)
(3 912)
(3 869)
(3 758)
(3 685)
(3 641)
(3 601)
(3 617)
(3 628)
(3 642)
(3 731)
(3 907)
(4 083)
(4 293)
(4 408)
(4 451)
(4 507)
(4 560)
(4 685)
(4 779)
(4 819)
(4 912)
(5 069)
(5 330)
(5 810)
(6 325)
(6 828)
(7 186)
(7 288)
(7 285)
(7 241)
(7 316)
(7 553)
(7 884)
(8 294)
(8 747)
(9 237)
(9 759)
(10 526)
(11 254)
Selling, General & Administrative
(3 740)
(3 718)
(3 661)
(3 640)
(3 539)
(3 465)
(3 424)
(3 390)
(3 402)
(3 410)
(3 422)
(3 512)
(3 679)
(3 841)
(4 039)
(4 140)
(4 180)
(4 236)
(4 288)
(4 410)
(4 497)
(4 540)
(4 631)
(4 791)
(5 044)
(5 502)
(5 989)
(6 466)
(6 798)
(6 881)
(6 871)
(6 811)
(6 877)
(7 100)
(7 368)
(7 732)
(8 164)
(8 611)
(9 129)
(9 865)
(10 547)
Depreciation & Amortization
(101)
(104)
(106)
(112)
(114)
(116)
(117)
(114)
(116)
(118)
(121)
(122)
(126)
(133)
(140)
(148)
(154)
(155)
(156)
(161)
(165)
(169)
(174)
(177)
(187)
(200)
(215)
(231)
(244)
(257)
(272)
(287)
(301)
(316)
(334)
(354)
(371)
(387)
(406)
(444)
(483)
Other Operating Expenses
(109)
(124)
(145)
(118)
(105)
(104)
(101)
(97)
(100)
(99)
(98)
(96)
(102)
(109)
(113)
(119)
(117)
(117)
(115)
(115)
(118)
(110)
(107)
(101)
(100)
(109)
(121)
(132)
(144)
(149)
(143)
(143)
(139)
(137)
(181)
(208)
(212)
(239)
(224)
(217)
(224)
Operating Income
380
N/A
388
+2%
395
+2%
354
-11%
360
+2%
362
+1%
368
+2%
394
+7%
407
+3%
443
+9%
475
+7%
494
+4%
522
+6%
578
+11%
632
+9%
718
+14%
805
+12%
839
+4%
870
+4%
875
+1%
872
0%
807
-7%
758
-6%
732
-3%
712
-3%
759
+7%
799
+5%
807
+1%
803
0%
843
+5%
989
+17%
1 274
+29%
1 547
+21%
1 735
+12%
1 759
+1%
1 653
-6%
1 610
-3%
1 579
-2%
1 638
+4%
1 731
+6%
1 827
+6%
Pre-Tax Income
Interest Income Expense
(53)
(53)
(54)
(59)
(69)
(80)
(90)
(97)
(98)
(101)
(103)
(107)
(111)
(117)
(122)
(125)
(128)
(130)
(130)
(130)
(127)
(119)
(112)
(106)
(102)
(101)
(102)
(104)
(107)
(110)
(116)
(126)
(138)
(154)
(170)
(187)
(208)
(227)
(247)
(274)
(300)
Non-Reccuring Items
(35)
(30)
(24)
(12)
(8)
(4)
(1)
0
(21)
(21)
(22)
(22)
(1)
(1)
0
0
0
0
0
(3)
0
0
0
0
(27)
(51)
(87)
(101)
(87)
(72)
(44)
(36)
(26)
(21)
(20)
(21)
(28)
(36)
(46)
(64)
(91)
Pre-Tax Income
292
N/A
305
+4%
318
+4%
283
-11%
283
0%
278
-2%
278
0%
298
+7%
288
-3%
321
+11%
350
+9%
365
+4%
409
+12%
459
+12%
510
+11%
593
+16%
677
+14%
709
+5%
739
+4%
742
+0%
746
+1%
688
-8%
645
-6%
626
-3%
584
-7%
608
+4%
611
+0%
601
-2%
610
+1%
660
+8%
829
+26%
1 112
+34%
1 383
+24%
1 559
+13%
1 570
+1%
1 445
-8%
1 374
-5%
1 316
-4%
1 345
+2%
1 393
+4%
1 436
+3%
Net Income
Tax Provision
(116)
(122)
(127)
(114)
(114)
(112)
(101)
(106)
(99)
(111)
(133)
(135)
(134)
(134)
(136)
(153)
(175)
(180)
(186)
(182)
(186)
(172)
(157)
(153)
(137)
(144)
(147)
(142)
(146)
(155)
(194)
(266)
(332)
(383)
(402)
(379)
(358)
(341)
(340)
(334)
(348)
Income from Continuing Operations
176
183
191
169
169
166
177
192
190
210
216
230
275
326
375
440
501
529
554
560
560
516
488
473
447
464
463
460
464
505
635
846
1 051
1 176
1 168
1 066
1 016
974
1 005
1 059
1 088
Net Income (Common)
176
N/A
183
+4%
191
+4%
169
-11%
169
0%
166
-1%
177
+7%
192
+8%
190
-1%
210
+11%
216
+3%
239
+10%
284
+19%
335
+18%
383
+15%
440
+15%
501
+14%
529
+5%
554
+5%
560
+1%
560
+0%
516
-8%
488
-5%
473
-3%
447
-6%
464
+4%
463
0%
460
-1%
464
+1%
505
+9%
635
+26%
846
+33%
1 051
+24%
1 176
+12%
1 168
-1%
1 066
-9%
1 016
-5%
974
-4%
1 005
+3%
1 059
+5%
1 088
+3%
EPS (Diluted)
1.78
N/A
1.86
+4%
1.96
+5%
1.74
-11%
1.88
+8%
1.85
-2%
1.95
+5%
2.13
+9%
2.06
-3%
2.3
+12%
2.35
+2%
2.59
+10%
3.06
+18%
3.64
+19%
4.26
+17%
4.85
+14%
5.78
+19%
6.19
+7%
6.6
+7%
6.62
+0%
6.89
+4%
6.43
-7%
6.05
-6%
5.86
-3%
5.47
-7%
5.67
+4%
5.66
0%
5.63
-1%
5.68
+1%
6.19
+9%
7.79
+26%
10.4
+34%
13.13
+26%
15.03
+14%
15.14
+1%
13.69
-10%
13.46
-2%
12.89
-4%
13.33
+3%
14.04
+5%
14.49
+3%

See Also

Summary
LPLA intrinsic value, competitors valuation, and company profile.
DCF Valuation
LPLA stock valuation using Discount Cash Flow valuation method.
Relative Valuation
LPLA stock valuation using valuation multiples.
Wall Street Estimates
LPLA price targets and financial estimates made by Wall st analysts.
Profitability Analysis
Detailed analysis of the company's profitability.
Solvency Analysis
Analysis of the financial position and solvency of the company.
Financials
Income Statement, Balance Sheet, Cash Flow Statement.
Discount Rate
LPLA stock discount rate: cost of equity and WACC.
Summary
DCF Valuation
Relative Valuation
Wall Street Estimates
Profitability Analysis
Solvency Analysis
Financials
Discount Rate
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