LPL Financial Holdings (LPLA) Key Ratios
$359.33
As on 04-Sep-2026 16:00EDT
Market cap
$28,294 Mln
Revenue (TTM)
$19,610 Mln
P/E Ratio
28.9
P/B Ratio
4.9
Div. Yield
0.3 %
Key Ratios and Highlights
| Growth Score (%) | Quarterly | Annual (TTM) | |||
|---|---|---|---|---|---|
| Particulars | QoQ | YoY | 1-Year | 3-Years | 5-Years |
| Revenue | 5.03 | 35.24 | 38.82 | 27.85 | 24.15 |
| EBIT | 36.44 | 68.20 | 7.84 | 4.55 | 22.55 |
| Net Profit | 6.41 | 38.80 | -9.93 | -5.04 | 16.76 |
| EPS | 6.68 | 34.50 | -14.97 | -5.17 | 17.01 |
| Book Value | -- | -- | 70.86 | 35.36 | 32.54 |
| Key Ratios (%) | Average | Annual (TTM) | |||
|---|---|---|---|---|---|
| Particulars | 3-Years | 5-Years | TTM | Dec-25 | Dec-24 |
| EBIT-Margin
| 12.94 | 12.47 | 9.99 | 9.14 | 13.46 |
| Net Margin
| -- | 5.98 | 5.13 | -- | -- |
| Return on equity
| 37.78 | 37.64 | 18.14 | 20.86 | 42.26 |
| Return on Capital
| 13.74 | 13.72 | -- | 8.11 | 14.38 |
| Return on Assets
| 8.36 | 8.22 | 4.58 | 5.43 | 8.93 |
| Debt to Equity (x)
| -- | -- | 1.25 | 1.36 | 1.96 |
Profitability
ROCE
--
--
Earning before interest and taxes / (Average net worth + Average total Debt) * 100
|
Company Name
|
TTM
|
Dec-25
|
Dec-24
|
Dec-23
|
Dec-22
|
|---|---|---|---|---|---|
|
LPL Financial Holdings (LPLA)
|
--
|
8.11
|
14.38
|
18.73
|
17.05
|
|
Peer Median
|
--
|
--
|
--
|
--
|
--
|
ROE
18.14
Higher than Peers by 2.30
Profit after tax / Average Net worth * 100
|
Company Name
|
TTM
|
Dec-25
|
Dec-24
|
Dec-23
|
Dec-22
|
|---|---|---|---|---|---|
|
LPL Financial Holdings (LPLA)
|
18.14
|
20.86
|
42.26
|
50.22
|
44.07
|
|
Peer Median
|
15.84
|
--
|
--
|
--
|
--
|
ROA
4.58
Higher than Peers by 2.67
Profit after tax / Average Total assets * 100
|
Company Name
|
TTM
|
Dec-25
|
Dec-24
|
Dec-23
|
Dec-22
|
|---|---|---|---|---|---|
|
LPL Financial Holdings (LPLA)
|
4.58
|
5.43
|
8.93
|
10.73
|
9.68
|
|
Peer Median
|
1.91
|
--
|
--
|
--
|
--
|
EBIT Margin
9.99
Lower than Peers by 9.05
Operating profit (EBIT) / Net Sales * 100
|
Company Name
|
TTM
|
Dec-25
|
Dec-24
|
Dec-23
|
Dec-22
|
|---|---|---|---|---|---|
|
LPL Financial Holdings (LPLA)
|
9.99
|
9.14
|
13.46
|
16.23
|
14.39
|
|
Peer Median
|
19.03
|
--
|
--
|
--
|
--
|
Net Margin
5.13
Lower than Peers by 6.85
Net profit / Total Income (Net sales plus other income) * 100
|
Company Name
|
TTM
|
Dec-25
|
Dec-24
|
Dec-23
|
Dec-22
|
|---|---|---|---|---|---|
|
LPL Financial Holdings (LPLA)
|
5.13
|
5.08
|
8.55
|
10.61
|
9.83
|
|
Peer Median
|
11.98
|
--
|
--
|
--
|
--
|
Cash Profit Margin
--
--
(Net profit + Depreciation) / Gross Sales * 100
|
Company Name
|
TTM
|
Dec-25
|
Dec-24
|
Dec-23
|
Dec-22
|
|---|---|---|---|---|---|
|
LPL Financial Holdings (LPLA)
|
--
|
--
|
--
|
--
|
--
|
|
Peer Median
|
--
|
--
|
--
|
--
|
--
|
Revenue Growth
38.82
Higher than Peers by 19.81
Year on year growth in net sales
|
Company Name
|
TTM
|
Dec-25
|
Dec-24
|
Dec-23
|
Dec-22
|
|---|---|---|---|---|---|
|
LPL Financial Holdings (LPLA)
|
38.82
|
0.37
|
0.23
|
0.17
|
0.11
|
|
Peer Median
|
19.01
|
--
|
--
|
--
|
--
|
EBIT Growth
7.84
Lower than Peers by 20.26
Year on year growth in operating profit (EBIT)
|
Company Name
|
TTM
|
Dec-25
|
Dec-24
|
Dec-23
|
Dec-22
|
|---|---|---|---|---|---|
|
LPL Financial Holdings (LPLA)
|
7.84
|
-6.85
|
2.18
|
31.80
|
75.40
|
|
Peer Median
|
28.10
|
--
|
--
|
--
|
--
|
Net Profit Growth
-9.93
Lower than Peers by 42.56
Year on year growth in profit after tax
|
Company Name
|
TTM
|
Dec-25
|
Dec-24
|
Dec-23
|
Dec-22
|
|---|---|---|---|---|---|
|
LPL Financial Holdings (LPLA)
|
-9.93
|
-18.48
|
-0.72
|
26.08
|
83.90
|
|
Peer Median
|
32.63
|
--
|
--
|
--
|
--
|
EPS Growth
-14.97
Lower than Peers by 45.62
Year on year growth in earnings per share
|
Company Name
|
TTM
|
Dec-25
|
Dec-24
|
Dec-23
|
Dec-22
|
|---|---|---|---|---|---|
|
LPL Financial Holdings (LPLA)
|
-14.97
|
-0.24
|
0.00
|
0.34
|
0.86
|
|
Peer Median
|
30.65
|
--
|
--
|
--
|
--
|
Book Value Growth
9.94
Lower than Peers by 0.47
Year on year growth in book value per share
|
Company Name
|
TTM
|
Dec-25
|
Dec-24
|
Dec-23
|
Dec-22
|
|---|---|---|---|---|---|
|
LPL Financial Holdings (LPLA)
|
9.94
|
--
|
--
|
--
|
--
|
|
Peer Median
|
10.41
|
--
|
--
|
--
|
--
|
Solvency
Debt to Equity
1.25
Higher than Peers by 0.84
Total debt / Net worth
|
Company Name
|
TTM
|
Dec-25
|
Dec-24
|
Dec-23
|
Dec-22
|
|---|---|---|---|---|---|
|
LPL Financial Holdings (LPLA)
|
1.25
|
1.36
|
1.96
|
1.91
|
1.47
|
|
Peer Median
|
0.41
|
--
|
--
|
--
|
--
|
Short term debt to equity ratio
--
--
(Short term borrowings / Net worth)
|
Company Name
|
TTM
|
Dec-25
|
Dec-24
|
Dec-23
|
Dec-22
|
|---|---|---|---|---|---|
|
LPL Financial Holdings (LPLA)
|
--
|
--
|
0.36
|
0.13
|
0.21
|
|
Peer Median
|
--
|
--
|
--
|
--
|
--
|
Current Ratio
2.46
Higher than Peers by 0.93
Current Assets / Current Liabilities and Provisions
|
Company Name
|
TTM
|
Dec-25
|
Dec-24
|
Dec-23
|
Dec-22
|
|---|---|---|---|---|---|
|
LPL Financial Holdings (LPLA)
|
2.46
|
2.42
|
1.62
|
1.60
|
3.59
|
|
Peer Median
|
1.53
|
--
|
--
|
--
|
--
|
Quick Ratio
2.46
Higher than Peers by 0.93
(Current Assets - Inventory) / Current Liabilities and Provisions
|
Company Name
|
TTM
|
Dec-25
|
Dec-24
|
Dec-23
|
Dec-22
|
|---|---|---|---|---|---|
|
LPL Financial Holdings (LPLA)
|
2.46
|
--
|
--
|
1.60
|
3.59
|
|
Peer Median
|
1.53
|
--
|
--
|
--
|
--
|
Interest Coverage
4.30
Higher than Peers by 1.81
Earning before interest and taxes (EBIT) / Interest Expenses
|
Company Name
|
TTM
|
Dec-25
|
Dec-24
|
Dec-23
|
Dec-22
|
|---|---|---|---|---|---|
|
LPL Financial Holdings (LPLA)
|
4.30
|
3.85
|
6.08
|
8.73
|
9.81
|
|
Peer Median
|
2.49
|
--
|
--
|
--
|
--
|
Operating Efficiency
Debtors to sales
28.33
Lower than Peers by 5.57
Debtors outstanding / Net Sales * 100
|
Company Name
|
TTM
|
Dec-25
|
Dec-24
|
Dec-23
|
Dec-22
|
|---|---|---|---|---|---|
|
LPL Financial Holdings (LPLA)
|
28.33
|
33.90
|
31.44
|
28.47
|
15.06
|
|
Peer Median
|
33.90
|
--
|
--
|
--
|
--
|
Asset Turnover
0.89
Higher than Peers by 0.72
Sales / Average Total Assets
|
Company Name
|
TTM
|
Dec-25
|
Dec-24
|
Dec-23
|
Dec-22
|
|---|---|---|---|---|---|
|
LPL Financial Holdings (LPLA)
|
0.89
|
1.07
|
1.05
|
1.01
|
0.98
|
|
Peer Median
|
0.18
|
--
|
--
|
--
|
--
|
Receivable days
--
--
Average Debtors / Sales * 365
|
Company Name
|
TTM
|
Dec-25
|
Dec-24
|
Dec-23
|
Dec-22
|
|---|---|---|---|---|---|
|
LPL Financial Holdings (LPLA)
|
--
|
103.77
|
99.62
|
75.52
|
54.33
|
|
Peer Median
|
--
|
--
|
--
|
--
|
--
|
Inventory Days
--
--
Average Inventory / Sales * 365
|
Company Name
|
TTM
|
Dec-25
|
Dec-24
|
Dec-23
|
Dec-22
|
|---|---|---|---|---|---|
|
LPL Financial Holdings (LPLA)
|
--
|
--
|
-0.62
|
-0.40
|
126.14
|
|
Peer Median
|
--
|
--
|
--
|
--
|
--
|
Payable days
--
--
Average Creditors / Cost of goods sold * 365
|
Company Name
|
TTM
|
Dec-25
|
Dec-24
|
Dec-23
|
Dec-22
|
|---|---|---|---|---|---|
|
LPL Financial Holdings (LPLA)
|
--
|
85.18
|
112.05
|
91.60
|
33.72
|
|
Peer Median
|
--
|
--
|
--
|
--
|
--
|
Cash Conversion Cycle
--
--
Receivable Days + Inventory Days - Payable Days
|
Company Name
|
TTM
|
Dec-25
|
Dec-24
|
Dec-23
|
Dec-22
|
|---|---|---|---|---|---|
|
LPL Financial Holdings (LPLA)
|
--
|
--
|
-13.05
|
-16.48
|
146.75
|
|
Peer Median
|
--
|
--
|
--
|
--
|
--
|
Valuation
Price / Earnings
28.91
Higher than Peers by 10.15
Current share price divided by earning per share in the last twelve months
|
Company Name
|
TTM
|
Dec-25
|
Dec-24
|
Dec-23
|
Dec-22
|
|---|---|---|---|---|---|
|
LPL Financial Holdings (LPLA)
|
28.91
|
33.28
|
23.24
|
16.28
|
20.67
|
|
Peer Median
|
18.75
|
--
|
--
|
--
|
--
|
Price / Book Value
4.93
Higher than Peers by 0.81
Current share price divided by book value per share in the latest financial year
|
Company Name
|
TTM
|
Dec-25
|
Dec-24
|
Dec-23
|
Dec-22
|
|---|---|---|---|---|---|
|
LPL Financial Holdings (LPLA)
|
4.93
|
5.37
|
8.39
|
8.35
|
8.07
|
|
Peer Median
|
4.12
|
--
|
--
|
--
|
--
|
Dividend Yield
0.33
Lower than Peers by 0.76
Dividend per share in the past twelve months divided by current share price
|
Company Name
|
TTM
|
Dec-25
|
Dec-24
|
Dec-23
|
Dec-22
|
|---|---|---|---|---|---|
|
LPL Financial Holdings (LPLA)
|
0.33
|
--
|
--
|
--
|
--
|
|
Peer Median
|
1.09
|
--
|
--
|
--
|
--
|
EV/EBITDA
13.94
--
Enterprise Value (Current Market Capitalisation + Total Debt - Cash & Equivalents) / Earnings before interest, taxes, depreciation and taxes (EBITDA)
|
Company Name
|
TTM
|
Dec-25
|
Dec-24
|
Dec-23
|
Dec-22
|
|---|---|---|---|---|---|
|
LPL Financial Holdings (LPLA)
|
13.94
|
15.96
|
13.90
|
10.46
|
12.95
|
|
Peer Median
|
--
|
--
|
--
|
--
|
--
|
Market Cap
28,294
Higher than Peers by 27,176
Current Share price multiplied by latest total number of shares outstanding
|
Company Name
|
TTM
|
Dec-25
|
Dec-24
|
Dec-23
|
Dec-22
|
|---|---|---|---|---|---|
|
LPL Financial Holdings (LPLA)
|
28,294
|
--
|
--
|
--
|
--
|
|
Peer Median
|
1,119
|
--
|
--
|
--
|
--
|