Stock UniverseDerived research view · source repositories remain read-only

LPL Financial Holdings Inc. (LPLA)

Financial Infrastructure / Exchanges / Data · Financials / Capital Markets
Score Band
Qualified
Selection Score
39.75
Global Rank
438
Market Cap
24.05B
Latest Close
288.49
RS Composite
-19.89% · G#2635

Price Movement

3Y daily adjusted close
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Adjusted close SMA60D
1M
-11.07%
3M
-7.81%
6M
-19.98%
1Y
-23.04%
3Y
50.02%
5Y
99.77%
10Y
1052.45%

Volume

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Volume Volume MA20D

Latest volume: 769.07K · 30-day average: 1.03M · Max drawdown over stored range: -60.34%

Research Snapshot

Relative Strength vs SPX

RS Composite-19.89%
20D RS-7.36%
60D RS-13.65%
120D RS-32.39%
Global RS Rank2635 · 21.46% percentile
Qualified+ RS Rank1015 · 19.32% percentile
Group ScopeQualified+
Primary RS Rank61 · 24.69% percentile
Snapshot Date2026-06-05

RS uses adjusted close where available. Global RS Rank is recalculated from the current non-low pool. Group RS Rank is recalculated inside the company’s own actionable band group.

Research Links

StockAnalysis
Yahoo Finance
Perplexity Finance
Finviz
Seeking Alpha
WhaleWisdom
FinanceCharts
SEC EDGAR Search
SEC Company Search

Official company website and investor-relations URLs are not inferred unless a reliable dynamic source is added.

Classification

Primary Rank24 / 126
Primary Percentile81.75
Score Notesmarket-cap support, industry-tailwind

Gemini Deep Research

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Manual Estimates

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Forward Valuation

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SEC TTM Fundamentals

PeriodFiledRevenueGross ProfitOperating IncomeNet IncomeEPS DilutedOperating Cash FlowCapital ExpenditureFree Cash FlowShares DilutedGross MarginOperating MarginNet MarginOCF MarginFCF MarginCash + ST Inv.Total Debt
TTM through 2026-03-312026-05-0418.26Bn/an/a900.86M11.20412.11M992.60M-580.49M80Mn/an/a4.93%2.26%-3.18%1.12B7.18B

SEC TTM. Read-only SEC TTM snapshot. Shares Diluted is the rolling average across the four-quarter window.

TTM Valuation

PeriodEPS DilutedP/ERevenue / ShareP/SFCF / ShareP/FCF MultipleOCF / ShareP/CF Multiple
TTM through 2026-03-31$11.2025.8x$227.061.3x$-7.22-40.0x$5.1356.3x

Shares Diluted: 80M. SEC TTM. Read-only SEC TTM snapshot. Shares Diluted is the rolling average across the four-quarter window.

Financial Statement Metrics

MetricFY 2021FY 2022FY 2023FY 2024FY 2025
Revenue7616.4168474.5919866.04412084.52616586.073
Revenue Growth (YoY)32.095%11.267%16.419%22.486%37.251%
Gross Profit
Operating Income625.7291111.9831533.0271490.4131881.468
Free Cash Flow237.1471638.981109.325-294.5530.0001
Free Cash Flow Per Share2.90120.1631.404-3.90552
EPS (Diluted) GAAP5.6310.413.6914.0310.92
EPS Growth-3.925%84.725%31.635%2.484%-22.167%
EPS Non-GAAP
Gross Margin22.196%27.5462%30.3533%27.2056%23.6691%
Operating Margin8.216%13.121%15.538%12.333%11.344%
Profit Margin6.038%9.979%10.807%8.76%5.203%
Free Cash Flow Margin3.114%19.34%1.108%-2.437%5200%
Shares Outstanding (Diluted)81.74281.28577.86175.42779.061
Shares Change (YoY)1.289%-0.559%-4.212%-3.126%4.818%

SEC Quarterly Fundamentals

Revenue + Operating Margin
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Revenue Operating Margin
Quarter Filed Revenue Gross Margin Operating Income Op Margin Net Income Net Margin EPS Diluted Shares Diluted Cash + ST Inv. Total Debt Confidence
2026 Q12026-05-044.94Bn/an/an/a356.40M7.22%4.4380.45M1.12B7.18Bprocessed
2025 Q42026-02-234.93Bn/an/an/a300.72M6.10%3.7480.46M1.13B7.26Bprocessed
2025 Q32025-11-034.55Bn/an/an/a-29.52M-0.65%-0.3780.36M1.56B7.52Bprocessed
2025 Q22025-08-043.84Bn/an/an/a273.25M7.13%3.4080.37M4.33B7.18Bprocessed
2025 Q12025-05-093.67Bn/an/an/a318.57M8.68%4.2475.11M1.37B5.69Bprocessed
2024 Q42025-02-203.51Bn/an/an/a270.75M7.71%3.5975.44M1.02B5.49Bprocessed
2024 Q32024-11-043.11Bn/an/an/a255.30M8.21%3.3975.41M1.59B4.44Bprocessed
2024 Q22024-07-302.93Bn/an/an/a243.80M8.32%3.2375.55M1.41B4.44Bprocessed
2024 Q12024-05-022.83Bn/an/an/a288.76M10.19%3.8375.46M1.16B3.85Bprocessed
2023 Q42024-02-212.64Bn/an/an/a217.56M8.23%2.8676.13M556.98M3.73Bprocessed
2023 Q32023-10-312.52Bn/an/an/a224.29M8.89%2.9177.15M851.83M3.12Bprocessed
2023 Q22023-08-012.47Bn/an/an/a285.52M11.57%3.6578.19M811.27M3.00Bprocessed
2023 Q12023-05-022.42Bn/an/an/a338.88M14.02%4.2479.97M520.59M2.85Bprocessed
2022 Q42023-02-232.33Bn/an/an/a319.08M13.68%3.9480.89M900.13M2.72Bprocessed
2022 Q32022-11-012.16Bn/an/an/a232.33M10.74%2.8681.25M1.28B2.72Bprocessed
2022 Q22022-08-042.04Bn/an/an/a160.54M7.87%1.9781.41M748.09M2.72Bprocessed
2022 Q12022-05-032.07Bn/an/an/a133.74M6.47%1.6481.57M1.05B2.72Bprocessed
2021 Q42022-02-222.09Bn/an/an/a108.08M5.16%1.3281.65M544.44M2.81Bprocessed
2021 Q32021-11-022.02Bn/an/an/a103.06M5.10%1.2681.85M977.79M2.73Bprocessed
2021 Q22021-08-031.90Bn/an/an/a119.10M6.27%1.4681.73M906.72M2.73Bprocessed

SEC processed quarterly CSV. Compact derived quarterly view from SEC processed CSV. Source files remain read-only in the SEC repository. EPS is as filed and may not be split-adjusted across older periods. StockAnalysis Financial Statement Metrics remain unchanged above.