LPL Financial Holdings Inc
SWB:7LI
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LPL Financial Holdings Inc
SWB:7LI
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Absolute Clean Energy PCL
SET:ACE
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Intrinsic Value
The intrinsic value of 
LPL Financial Holdings Inc (7LI) under the Base Case is 336.46 EUR per share.
Compared with the current market price of 283.2 EUR, the stock appears
Undervalued by 16% .
The intrinsic value is calculated using the DCF method.
Do our valuations actually work? See backtest results .
Cheap or expensive for this stock?
This block shows whether today’s valuation is cheap or expensive compared with the stock’s own history, and what happened after similar valuations in the past.
We compare the gap between the stock’s price and our estimated value over time.
- Undervalued can still be historically expensive. The stock may trade below our estimated value, but usually offer an even bigger discount.
- Overvalued can still be historically cheap. The stock may trade above our estimated value, but usually carry an even higher premium.
Market expectations can differ from our model, which may not fully capture everything affecting the price. That is why some stocks regularly trade above our estimated value and others below it.
The scale and chart show how today’s valuation compares with the past. The cards summarize past returns and waiting times until the stock stopped being cheap or expensive. This can happen because the price changed, our estimated value changed, or both.
Only completed periods are included. These are past results, not forecasts. The usual historical range does not necessarily mean fair value.
Fundamental Analysis
What LPL Financial Does
LPL Financial Holdings runs a wealth-management platform for independent financial advisors, registered investment advisers, banks, and credit unions. It gives them the brokerage, custody, trading, compliance, planning, and technology tools they need to serve their own clients, while also letting them keep their independence instead of working for a large wirehouse.
- Headquarters
- United States of America US
- Employees
- 9 901
- IPO date
- Nov 18, 2010
LPL Financial Holdings has a wide economic moat
Moving client accounts and rebuilding daily routines makes leaving LPL costly and disruptive for financial advisors. LPL also spreads technology and account-processing expenses across a large advisor base, allowing it to offer attractive terms that smaller competitors struggle to match.
Read the full moat analysis
Revenue & Expenses Breakdown
LPL Financial Holdings Inc
Earnings Waterfall
LPL Financial Holdings Inc
The intrinsic value for LPL Financial Holdings Inc (7LI) under the Base Case is 336.46 EUR.
Compared with the current market price of 283.2 EUR, the stock appears Undervalued by 16% .