LPL Financial Holdings Inc
NASDAQ:LPLA
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%.
Valuation Backtest
LPL Financial Holdings Inc
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Fundamental Analysis
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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 |
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
What is Free Cash Flow?
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.
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.
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
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.
Ownership
LPLA Insider Trading
Buy and sell transactions by insiders
Period | Sold | Bought | Net |
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3 Months |
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6 Months |
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9 Months |
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12 Months |
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Shareholder Return
LPLA Price
LPL Financial Holdings Inc
Average Annual Return | 35.21% |
Standard Deviation of Annual Returns | 19.21% |
Max Drawdown | -60% |
Market Capitalization | 19.7B USD |
Shares Outstanding | 74 453 000 |
Percentage of Shares Shorted | 1.45% |
Company Profile
Country
Industry
Market Cap
Dividend Yield
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
IPO
Employees
Officers
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%.