LPL Financial Holdings Inc.

NMS: LPLA
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📈 ZcoreAI Score

Our AI model analyzes LPL Financial Holdings Inc.'s price action across multiple timeframes using regression channels and statistical scoring.

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About LPL Financial Holdings Inc.

Financial Services Capital Markets
LPL Financial Holdings Inc., together with its subsidiaries, provides an integrated platform of brokerage and investment advisory services to independent financial advisors and financial advisors at institutions in the United States. The company's brokerage offerings include variable and fixed annuities, mutual funds, equities, fixed income, alternative investments, retirement and 529 education savings plans, and insurance; and client cash programs consist of Federal Deposit Insurance Corporation (FDIC) insured bank sweep vehicles, and a client cash and money market account. It also provides fee-based platforms that provide access to mutual funds, exchange traded funds, stocks, bonds, certain options strategies, unit investment trusts, institutional money managers, and no-load multi-manager variable annuities. In addition, the company offers retirement solutions for commission and fee-based services that allow advisors to provide brokerage services, consultation, and advice to retirement plan sponsors. Further, it provides other services comprising tools and services that enable advisors to maintain and grow their practices; trust, investment management oversight, and custodial services for estates and families; an advisor-facing trading and portfolio rebalancing platform; insurance brokerage general agency services; and technology products, including proposal generation, investment analytics, and portfolio modeling. The company was formerly known as LPL Investment Holdings Inc. and changed its name to LPL Financial Holdings Inc. in June 2012. LPL Financial Holdings Inc. was founded in 1989 and is based in San Diego, California.

📊 Fundamental Analysis

LPL Financial Holdings Inc. demonstrates a profit margin of 5.2%, which is below the sector average, suggesting competitive pressure.

The company recently reported 41.8% revenue growth, which is well above average for the Financial Services sector.

Return on Equity (ROE) is 20.9%, which exceeds the Financial Services sector average, reflecting efficient capital allocation.

At a current price of $312.53, LPLA currently sits at the 25th percentile of its 52-week range (Range: $281.51 - $403.58).

💰 Valuation Insight

LPLA trades at a 138.7% premium to the sector average PE of 12.00. Analysts expect earnings growth, as indicated by a lower forward PE.

🏥 Financial Health

🔴 Profit Margin Weak
Debt/Equity Excellent
Revenue Growth Excellent
Return on Equity Excellent
Beta (Risk) Low Volatility

Key Financials

Market Cap
$25.06B
Trailing P/E
28.65
Forward P/E
11.02
Beta (5Y)
0.57
52W High
$403.58
52W Low
$281.51
Avg Volume
1.04M
Day High
Day Low
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