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LPL Financial Holdings Inc
NASDAQ:LPLA

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LPL Financial Holdings Inc Logo
LPL Financial Holdings Inc
NASDAQ:LPLA
Watchlist
Price: 264 USD 0.54% Market Closed
Updated: Mar 28, 2024

Intrinsic Value

LPL Financial Holdings, Inc. serves independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management p... [ Read More ]

The intrinsic value of one LPLA stock under the Base Case scenario is 378.09 USD. Compared to the current market price of 264 USD, LPL Financial Holdings Inc is Undervalued by 30%.

Key Points:
LPLA Intrinsic Value
Base Case
378.09 USD
Undervaluation 30%
Intrinsic Value
Price
Worst Case
Base Case
Best Case

Valuation Backtest
LPL Financial Holdings Inc

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Fundamental Analysis

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Provide an overview
of LPL Financial Holdings Inc's business.

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does LPL Financial Holdings Inc face in the near future?

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of LPL Financial Holdings Inc.

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for LPL Financial Holdings Inc and its competitors.

Financials

Balance Sheet Decomposition
LPL Financial Holdings Inc

Current Assets 5.5B
Cash & Short-Term Investments 2.5B
Receivables 2.9B
Other Current Assets 173m
Non-Current Assets 4.9B
Long-Term Investments 91.3m
PP&E 1B
Intangibles 2.5B
Other Non-Current Assets 1.2B
Current Liabilities 3.3B
Accounts Payable 2.9B
Accrued Liabilities 340m
Non-Current Liabilities 5.1B
Long-Term Debt 3.8B
Other Non-Current Liabilities 1.2B
Efficiency

Earnings Waterfall
LPL Financial Holdings Inc

Revenue
10.1B USD
Cost of Revenue
-106m USD
Gross Profit
9.9B USD
Operating Expenses
-8.3B USD
Operating Income
1.7B USD
Other Expenses
-586.7m USD
Net Income
1.1B USD

Free Cash Flow Analysis
LPL Financial Holdings Inc

Last Value
3-Years Average
FCF Margin
Conversion Rate
History
Components
Chart
Table
What is Free Cash Flow?
Fundamental Scores

LPLA Profitability Score
Profitability Due Diligence

LPL Financial Holdings Inc's profitability score is 72/100. The higher the profitability score, the more profitable the company is.

Exceptional 3-Year Average ROE
Positive Gross Profit
Exceptional ROE
Positive 3-Year Average ROIC
72/100
Profitability
Score

LPL Financial Holdings Inc's profitability score is 72/100. The higher the profitability score, the more profitable the company is.

LPLA Solvency Score
Solvency Due Diligence

LPL Financial Holdings Inc's solvency score is 51/100. The higher the solvency score, the more solvent the company is.

High Altman Z-Score
Short-Term Solvency
Long-Term Solvency
Positive Net Debt
51/100
Solvency
Score

LPL Financial Holdings Inc's solvency score is 51/100. The higher the solvency score, the more solvent the company is.

Wall St
Price Targets

LPLA Price Targets Summary
LPL Financial Holdings Inc

Wall Street analysts forecast LPLA stock price to rise over the next 12 months.

According to Wall Street analysts, the average 1-year price target for LPLA is 285.09 USD with a low forecast of 247.45 USD and a high forecast of 327.6 USD.

Lowest
Price Target
247.45 USD
6% Downside
Average
Price Target
285.09 USD
8% Upside
Highest
Price Target
327.6 USD
24% Upside
View Analyst Estimates
View Analyst Estimates

Competitive Landscape

Ownership

LPLA Insider Trading
Buy and sell transactions by insiders

Cumulative Transactions Amount
Period Sold Bought Net
3 Months
6 Months
9 Months
12 Months
Why is insider trading important?

Shareholder Return

LPLA Price
LPL Financial Holdings Inc

1M 1M
-2%
6M 6M
+11%
1Y 1Y
+32%
3Y 3Y
+89%
5Y 5Y
+295%
10Y 10Y
+502%
Annual Price Range
264
52w Low
180.66
52w High
273.77
Price Metrics
Average Annual Return 35.21%
Standard Deviation of Annual Returns 19.21%
Max Drawdown -60%
Shares Statistics
Market Capitalization 19.7B USD
Shares Outstanding 74 453 000
Percentage of Shares Shorted 1.45%

LPLA Return Decomposition
Main factors of price return

What is price return decomposition?

LPLA News

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Company Profile

LPL Financial Holdings Inc Logo
LPL Financial Holdings Inc

Country

United States of America

Industry

Financial Services

Market Cap

19.7B USD

Dividend Yield

0.46%

Description

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. The company is headquartered in San Diego, California and currently employs 5,283 full-time employees. The company went IPO on 2010-11-18. The firm provides its technology and service to advisors through a technology platform that is cloud-based and Web-accessible. The firm offers a customizable platform of integrated technology, brokerage and advisory platforms, digital capabilities, clearing and compliance services, business solutions, and strategic growth resources. The company automates time-consuming processes, such as account opening and management, document imaging, transaction execution, and account rebalancing. The Company’s products include alternative investments, annuities, exchange-traded products, insurance-based products, mutual funds, retirement plan products, separately managed accounts, structured products and unit investment trusts.

Contact

CALIFORNIA
San Diego
4707 Executive Drive
+18008777210.0
https://lplfinancial.lpl.com/

IPO

2010-11-18

Employees

5 283

Officers

Principal Accounting Officer, CFO & Head of Business Operations
Mr. Matthew Jon Audette B.S.
MD & Divisional President of Business Development
Mr. Richard Steinmeier
MD & Chief Product Officer
Mr. Kabir Sethi
Executive Vice President of Operations
Ms. Judith Kohoskie Ricketts
Chief Investment Officer
Mr. Marc Andrew Zabicki C.F.A.
MD and Chief Technology & Information Officer
Mr. Greg Gates
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Senior Vice President of Investor Relations
Mr. Chris Koegel
Chief Legal Officer, MD of Compliance and Legal & Risk
Ms. Michelle B. Oroschakoff
MD & Chief Human Capital Officer
Ms. Sallie R. Larsen B.A., M.A.
Senior VP & Head of Trading
Robert Krivit
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See Also

Discover More
What is the Intrinsic Value of one LPLA stock?

The intrinsic value of one LPLA stock under the Base Case scenario is 378.09 USD.

Is LPLA stock undervalued or overvalued?

Compared to the current market price of 264 USD, LPL Financial Holdings Inc is Undervalued by 30%.