LPL Financial Holdings Inc. (LPLA)

LPL Financial Holdings Ratios and Metrics

Market cap in millions USD. Fiscal year is January - December.

Fiscal Year	Current	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020
Period Ending	Dec 5, 2025	Dec 31, 2024	Dec 31, 2023	Dec 31, 2022	Dec 31, 2021	Dec 31, 2020
Market Capitalization	29,694	24,447	17,212	17,207	12,831	8,263
Market Cap Growth	26.08%	42.03%	0.03%	34.11%	55.28%	10.82%
Last Close Price	371.01	325.41	225.78	213.23	157.15	101.63
PE Ratio	34.69	23.09	16.14	20.35	27.90	17.48
PS Ratio	1.89	2.02	1.75	2.03	1.69	1.43
PB Ratio	5.89	8.34	8.28	7.94	7.68	6.28
P/FCF Ratio	-	-	157.44	10.50	54.10	13.03
P/OCF Ratio	-	88.07	33.58	8.84	28.32	10.46
Debt / Equity Ratio	1.53	1.96	1.91	1.36	1.83	1.97
Debt / FCF Ratio	-	-	36.25	1.80	12.86	4.09
Asset Turnover	1.01	1.02	0.99	0.97	1.04	0.92
Quick Ratio	2.47	2.07	1.71	1.52	1.70	1.54
Current Ratio	2.55	2.12	1.75	1.55	1.74	1.58
Return on Equity (ROE)	21.32%	42.26%	50.22%	44.07%	30.81%	40.42%
Return on Assets (ROA)	5.56%	8.93%	10.73%	9.68%	6.30%	7.58%
Earnings Yield	2.81%	4.33%	6.19%	4.92%	3.58%	5.72%
FCF Yield	-6.58%	-1.21%	0.64%	9.53%	1.85%	7.68%
Dividend Yield	0.32%	0.37%	0.53%	0.47%	0.64%	0.98%
Payout Ratio	11.22%	8.48%	8.65%	9.44%	17.42%	16.73%
Buyback Yield / Dilution	-2.92%	3.13%	4.21%	0.56%	-1.29%	4.63%
Total Shareholder Return	-2.59%	3.50%	4.74%	1.03%	-0.65%	5.62%

Updated Oct 30, 2025. Source: S&P Global Market Intelligence. Capital Markets template. Financial Sources.

SEC Filings: 10-K · 10-Q