Stock AnalizLPL Financial Holdings Inc. LPLA
Investment Bankers/Brokers/Service · IPO 2010 · data as of November 13, 2026
LPL Financial Holdings Inc. (LPLA) is a financial company listed in the US with a market value of about $22.8B. In the twelve months to September 30, 2026 it had revenue of $20.4B and net income of $1.4B, a net margin of 6.8%.
Its overall Stock Analiz score is 3.4 out of 5 (good). The strongest part is track record (5/5); the weakest is financial health (2/5).
Key numbers: a P/E of 16.8, a price to free cash flow of 22.6, 5-year revenue growth of 24% a year, a 5-year average ROIC of 13%. A discounted cash flow model with moderate assumptions puts its intrinsic value about 41% above the current price.
Score: 3.4 / 5
Checks passed
- P/E below 25
- Price below intrinsic value (DCF, moderate assumptions)
- PEG below 1.5
- Revenue growth above 10% last year
- 3-year revenue growth above 10% a year
- Strong R&D investment or growth above 20%
- 5-year EPS growth above 10% a year
- 5-year revenue growth above 8% a year
Checks not passed
- P/E below the industry median
- P/FCF below 20
- Profit margin improving
- 3-year free cash flow growth above 10% a year
- More cash than debt, or low debt to equity
- Debt below 3 years of free cash flow
- Liabilities below 60% of assets
- 20% to 100% of free cash flow returned to shareholders
Valuation
Growth and quality
Financials, last 10 years
| Fiscal year | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $20.4B | $17.0B | $12.4B | $10.1B | $8.6B | $7.7B | $5.9B | $5.6B | $5.2B | $4.3B | $4.0B |
| Net income | $1.4B | $863M | $1.1B | $1.1B | $846M | $460M | $473M | $560M | $439M | $239M | $192M |
| Free cash flow | $1.0B | -$982M | -$285M | $109M | $1.6B | $237M | $634M | $467M | $449M | $341M | $261M |
| EPS (diluted) | $17.46 | $10.92 | $14.03 | $13.69 | $10.40 | $5.63 | $5.86 | $6.62 | $4.85 | $2.59 | $2.13 |
| Net margin | 6.8% | 5.1% | 8.6% | 10.6% | 9.8% | 6.0% | 8.1% | 10.0% | 8.5% | 5.6% | 4.7% |
| ROIC | — | 6.7% | 12.3% | 18.0% | 16.9% | 10.0% | 12.4% | 15.7% | — | — | — |
From the company’s 10-K and 10-Q filings with the SEC. TTM = trailing twelve months.
What analysts expect
The average 12-month price target from 16 analysts is $404.44, 38% above the current price; targets range from $320.00 to $526.00; the consensus rating is “Buy”; expected EPS is $23.44 for the fiscal year ending December 31, 2026.
Frequently asked questions
What is LPL Financial’s P/E ratio?
About 16.8, based on the last twelve months of diluted earnings per share (forward P/E about 10.6).
Is LPL Financial stock undervalued?
Our DCF model with moderate assumptions puts its intrinsic value about 41% above the current market value. A model is a range, not a promise; try your own assumptions in the DCF calculator.
Does LPL Financial pay a dividend?
Yes. The dividend yield is about 0.40%, and it has paid dividends for 10 years in our data.
Is LPL Financial a good stock to buy?
We do not give buy or sell advice. LPL Financial scores 3.4 out of 5 on our five checks (value, growth, track record, financial health and shareholder returns); the checks above show why.
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Generated from SEC filings, analyst consensus estimates and market prices, rebuilt every day. Educational information, not investment advice.