LPLA LPLA
Company Profile ↓Company Overview
LPLA (LPLA) is a publicly traded company listed on . The valuation, growth and price-trend signals below summarize what matters most to investors and traders evaluating the stock.
Why Investors Should Care
Generates a return on equity of 16.2%, reflecting efficient use of shareholder capital.
Net profit has compounded at 19.9% per year over the last five years.
Revenue has grown at a 12.1% CAGR over the past five years.
Recent Developments
- Dec 2025 Revenue of $16.99B (+37.2% YoY); net profit $863.02M.
- Trailing 12 Months Year-on-year growth — revenue +37.2%, earnings -18.5%.
- 5-Year Trend Long-term compounding — revenue CAGR 12.1%, profit CAGR 19.9%.
Growth & Price Performance
Compounded Sales Growth
| 5 Years: | 12.06% |
| 1 Year: | 37.18% |
Compounded Profit Growth
| 5 Years: | 19.87% |
| 1 Year: | -18.48% |
Stock Price Performance
| 1 Year: | -3.56% |
| 6 Months: | -6.80% |
| 3 Months: | +9.99% |
| 1 Month: | +17.02% |
Highlights auto-generated from reported financials and price data; not investment advice. Verify with official filings before acting.
- Price vs 50-DMAAbove
- Price vs 200-DMAAbove
- RSI (14)71.72 · Overbought
Auto-generated from price history and fundamentals; not investment advice.
Price Chart
Technical Trend
Computed from daily close history using EMA cross, slope, and RSI signals.
Note: intraday data is not stored locally. “Hourly” uses the most recent 10 daily candles as a short-term proxy.
Fundamental Growth Charts
No fundamental data available for this stock.
Interactive charts for Revenue, Net Income, EBITDA, Free Cash Flow, EPS, ROE, ROCE, Gross/Net/Operating Margin and more — switch metric and period using the dropdowns above. CAGR is computed across the displayed window (quarterly CAGR is annualised). Visual growth charts make it easy to spot multi-year compounding trends at a glance — far faster than reading raw numbers in a table.
PROS
- Compounding revenue at 12.1% over 5 years.
- Profit CAGR of 19.9% over 5 years.
CONS
- In a downtrend (50-DMA below 200-DMA).
* The pros and cons are auto-generated from financial metrics.
Valuation
Growth (CAGR)
Profitability & Returns
Balance Sheet & Liquidity
Ownership
Financial Snapshot
Financial Statements Quarterly Results · Profit & Loss · Balance Sheet · Cash Flows · Ratios
Quarterly Results
Figures in USD.
| Metric | 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 | Mar 2021 | Jun 2021 | Sep 2021 | Mar 2022 | Jun 2022 | Sep 2022 | Mar 2023 | Jun 2023 | Sep 2023 | Mar 2024 | Jun 2024 | Sep 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | 1.11B | 1.09B | 1.05B | 1.02B | 1.01B | 1.02B | 1.02B | 1.01B | 1.04B | 1.07B | 1.06B | 1.12B | 1.24B | 1.30B | 1.33B | 1.32B | 1.37B | 1.39B | 1.42B | 1.45B | 1.46B | 1.37B | 1.46B | 1.71B | 1.90B | 2.02B | 2.07B | 2.04B | 2.16B | 2.42B | 2.47B | 2.52B | 2.83B | 2.93B | 3.11B | 3.67B | 3.84B | 4.55B | 4.94B | 5.19B |
| Net Income | 50.68M | 50.24M | 41.05M | 26.81M | 50.39M | 47.85M | 51.95M | 41.74M | 48.19M | 68.43M | 58.14M | 64.10M | 93.53M | 118.77M | 106.86M | 120.30M | 155.40M | 146.09M | 131.71M | 126.68M | 155.64M | 101.66M | 103.79M | 129.62M | 119.10M | 103.06M | 133.74M | 160.54M | 232.33M | 338.88M | 285.52M | 224.29M | 288.76M | 243.80M | 255.30M | 318.57M | 273.25M | -29.52M | 356.40M | 379.26M |
| Diluted EPS | 0.52 | 0.52 | 0.43 | 0.28 | 0.56 | 0.53 | 0.58 | 0.46 | 0.52 | 0.74 | 0.63 | 0.69 | 1.01 | 1.30 | 1.19 | 1.36 | 1.79 | 1.71 | 1.57 | 1.53 | 1.92 | 1.27 | 1.29 | 1.59 | 1.46 | 1.26 | 1.64 | 1.97 | 2.86 | 4.24 | 3.65 | 2.91 | 3.83 | 3.23 | 3.39 | 4.24 | 3.40 | -0.37 | 4.43 | 4.74 |
Profit & Loss (Annual)
Figures in USD.
| Metric | Dec 2009 | Dec 2010 | Dec 2011 | Dec 2012 | Dec 2013 | Dec 2014 | Dec 2015 | Dec 2016 | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | 2.75B | 3.11B | 3.48B | 3.66B | 4.14B | 4.37B | 4.28B | 4.05B | 4.28B | 5.19B | 5.62B | 5.87B | 7.72B | 8.60B | 10.05B | 12.39B | 16.99B |
| Net Income | 47.52M | -56.86M | 170.38M | 151.92M | 181.86M | 178.04M | 168.78M | 191.93M | 238.86M | 439.46M | 559.88M | 472.64M | 459.87M | 845.70M | 1.07B | 1.06B | 863.02M |
| Diluted EPS | 0.47 | -0.64 | 1.50 | 1.37 | 1.72 | 1.75 | 1.74 | 2.13 | 2.59 | 4.85 | 6.62 | 5.86 | 5.63 | 10.40 | 13.69 | 14.03 | 10.92 |
Balance Sheet (Annual)
Figures in USD.
| Metric | Dec 2008 | Dec 2009 | Dec 2010 | Dec 2011 | Dec 2012 | Dec 2013 | Dec 2014 | Dec 2015 | Dec 2016 | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Total Assets | - | - | 3.65B | 3.82B | 3.99B | 4.04B | 4.04B | 4.52B | 4.83B | 5.36B | 5.48B | 5.88B | 6.60B | 7.99B | 9.48B | 10.39B | 13.32B | 18.49B |
| Total Equity | 790.31M | 850.88M | 1.17B | 1.34B | 1.14B | 1.10B | 971.60M | 715.61M | 821.00M | 965.01M | 974.07M | 1.02B | 1.31B | 1.67B | 2.17B | 2.08B | 2.93B | 5.34B |
| Cash & Equivalents | 219.24M | 378.59M | 419.21M | 720.77M | 466.26M | 516.58M | 412.33M | 724.53M | 747.71M | 811.14M | 511.10M | 590.21M | 808.61M | 495.25M | 847.52M | 465.67M | 967.08M | 1.04B |
| Long Term Debt | - | - | 1.37B | 1.32B | 1.27B | 1.52B | 1.51B | 2.19B | 2.18B | 2.39B | 2.37B | 2.40B | 2.35B | 2.81B | 2.72B | 3.73B | 5.49B | 7.26B |
| Total Liabilities | - | - | 2.47B | 2.47B | 2.85B | 2.94B | 3.07B | 3.81B | 4.01B | 4.39B | 4.50B | 4.86B | 5.28B | 6.32B | 7.31B | 8.31B | 10.39B | 13.15B |
Cash Flows (Annual)
Figures in USD.
| Metric | Dec 2009 | Dec 2010 | Dec 2011 | Dec 2012 | Dec 2013 | Dec 2014 | Dec 2015 | Dec 2016 | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Cash Flow | 271.16M | -22.91M | 442.38M | 254.27M | 160.12M | 232.24M | 279.45M | 388.93M | 453.31M | 581.58M | 623.87M | 789.94M | 453.13M | 1.95B | 512.61M | 277.59M | -411.40M |
| Investing Cash Flow | -13.72M | -39.19M | -65.56M | -91.67M | -74.81M | -93.13M | -74.95M | -126.67M | -437.69M | -161.75M | -180.99M | -187.50M | -458.64M | -376.40M | -860.19M | -1.59B | -2.39B |
| Financing Cash Flow | -98.08M | 102.72M | -75.26M | -417.11M | -34.98M | -243.36M | 107.69M | -127.37M | 51.43M | -483.36M | -533.23M | -275.19M | 278.84M | -504.27M | -208.53M | 1.42B | 3.17B |
| Capital Expenditure | -8.31M | -23.09M | -36.35M | -54.79M | -78.24M | -89.65M | -72.56M | -127.65M | -111.91M | -132.69M | -156.39M | -155.53M | -215.99M | -306.60M | -403.29M | -562.53M | -570.38M |
| Free Cash Flow | 262.84M | -46.01M | 406.03M | 199.48M | 81.88M | 142.59M | 206.89M | 261.29M | 341.40M | 448.89M | 467.48M | 634.41M | 237.15M | 1.64B | 109.33M | -284.94M | -981.78M |
| Share Buybacks | 181.00K | 0 | 89.04M | 199.12M | 219.09M | 275.08M | 390.83M | 25.01M | 113.73M | 417.89M | 500.37M | 150.04M | 90.01M | 325.03M | 1.10B | 170.10M | 100.00M |
| Dividends Paid | - | 0 | 0 | 248.81M | 68.01M | 95.62M | 95.81M | 89.08M | 90.27M | 88.36M | 82.60M | 79.10M | 80.09M | 79.83M | 92.19M | 89.73M | 94.41M |
Ratios (Annual)
Figures in %.
| Metric | Dec 2009 | Dec 2010 | Dec 2011 | Dec 2012 | Dec 2013 | Dec 2014 | Dec 2015 | Dec 2016 | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin % | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Operating Margin % | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Net Margin % | 1.7% | -1.8% | 4.9% | 4.1% | 4.4% | 4.1% | 3.9% | 4.7% | 5.6% | 8.5% | 10.0% | 8.0% | 6.0% | 9.8% | 10.6% | 8.5% | 5.1% |
| ROE % | 5.6% | -4.8% | 12.7% | 13.3% | 16.5% | 18.3% | 23.6% | 23.4% | 24.8% | 45.1% | 54.7% | 35.9% | 27.5% | 39.0% | 51.3% | 36.1% | 16.1% |
| ROCE % | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
Shareholding Pattern
Analyst View
Analyst aggregate. Targets and ratings update periodically; not investment advice.
Latest News
Recent headlines for LPLA
Why LPL Financial Holdings (LPLA) Stock Is Up Today - Quiver Quantitative
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LPL Financial (LPLA) Stock Climbs On Record EPS As Cash Flow Questions Persist - simplywall.st
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LPL Financial Holdings (LPLA) Stock Could Be 42.6% Undervalued On Acquisition Integration Hopes - Yahoo Finance
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LPL Financial’s (NASDAQ:LPLA) Q2 CY2026 Sales Beat Estimates, Stock Soars - StockStory
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LPL FINANCIAL HOLDINGS ($LPLA) Releases Q2 2026 Earnings, Stock Rises - Moomoo
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LPL Financial Holdings Inc (LPLA) Stock Up 4.3% and Still Underv - GuruFocus
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LPLA — Frequently Asked Questions
What is the current share price of LPLA?
As of 2026-08-05 17:25 PDT, LPLA trades at $359.92 on NASDAQ/NYSE. Its 52-week range is $265.86 to $392.46.
What is the P/E ratio of LPLA?
LPLA trades at a trailing price-to-earnings (P/E) ratio of 32.96.
What is the return on equity (ROE) of LPLA?
LPLA has a return on equity (ROE) of 16.15%.
Is LPLA a good stock to buy?
This page provides a data-driven analysis of LPLA, including valuation ratios, profitability, growth trends, auto-generated pros and cons, peer comparison and AI exposure. Review these fundamentals alongside your own research and risk tolerance. This is informational content, not investment advice.