LPL Financial Holdings Inc. (LPLA)

NASDAQ: LPLA · Real-Time Price · USD

331.72

+3.02 (0.92%)

At close: Jul 27, 2026, 4:00 PM EDT

330.33

-1.39 (-0.42%)

After-hours: Jul 27, 2026, 7:34 PM EDT

LPL Financial Holdings Ratios and Metrics

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

Millions USD. Fiscal year is Jan - Dec.

Total Valuation

Fiscal Year	Current	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021
Period Ending	Jul '26 Jul 27, 2026	Dec '25 Dec 31, 2025	Dec '24 Dec 31, 2024	Dec '23 Dec 31, 2023	Dec '22 Dec 31, 2022	Dec '21 Dec 31, 2021
Market Cap	26,532	28,595	24,377	16,993	17,131	12,806
Market Cap Growth	-12.71%	17.30%	43.45%	-0.80%	33.78%	54.61%
Enterprise Value	31,303	34,817	28,905	20,262	19,001	15,124
Last Close Price	331.72	357.17	326.51	227.62	216.17	160.09

Fiscal Year	Current	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021
Period Ending	Jul '26 Jul 27, 2026	Dec '25 Dec 31, 2025	Dec '24 Dec 31, 2024	Dec '23 Dec 31, 2023	Dec '22 Dec 31, 2022	Dec '21 Dec 31, 2021
PE Ratio	29.59	32.71	23.27	16.63	20.79	28.44
Forward PE	15.72	21.10	20.32	15.61	13.13	21.02
PEG Ratio	0.71	1.03	1.58	0.76	0.25	1.01
PS Ratio	1.49	1.68	1.97	1.69	1.99	1.66
PB Ratio	4.68	5.35	8.32	8.17	7.90	7.67
P/TBV Ratio	-	-	-	-	180.39	-
P/FCF Ratio	-	-	-	155.44	10.45	54.00
P/OCF Ratio	-	-	87.82	33.15	8.81	28.26

Fiscal Year	Current	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021
Period Ending	Jul '26 Jul 27, 2026	Dec '25 Dec 31, 2025	Dec '24 Dec 31, 2024	Dec '23 Dec 31, 2023	Dec '22 Dec 31, 2022	Dec '21 Dec 31, 2021
EV/Sales Ratio	1.75	2.05	2.33	2.02	2.21	1.96
EV/EBITDA Ratio	13.50	15.79	13.62	10.16	12.40	15.65
EV/EBIT Ratio	19.15	22.42	17.34	12.42	15.35	20.71
EV/FCF Ratio	-	-	-	185.34	11.59	63.78

Fiscal Year	Current	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021
Period Ending	Jul '26 Jul 27, 2026	Dec '25 Dec 31, 2025	Dec '24 Dec 31, 2024	Dec '23 Dec 31, 2023	Dec '22 Dec 31, 2022	Dec '21 Dec 31, 2021
Debt / Equity Ratio	1.26	1.36	1.87	1.80	1.25	1.68
Debt / EBITDA Ratio	3.10	3.29	2.59	1.87	1.77	2.91
Debt / FCF Ratio	-	-	-	34.16	1.66	11.87
Net Debt / Equity Ratio	1.08	1.16	1.55	1.57	0.86	1.39
Net Debt / EBITDA Ratio	2.66	2.82	2.13	1.64	1.22	2.40
Net Debt / FCF Ratio	-5.67	-6.29	-15.37	29.90	1.14	9.78
Asset Turnover	0.98	1.07	1.05	1.01	0.98	1.06
Quick Ratio	0.29	0.28	0.33	0.15	0.24	0.20
Current Ratio	2.54	2.42	2.24	1.74	1.59	1.73
Return on Equity (ROE)	16.33%	20.86%	42.26%	50.22%	44.07%	30.81%
Return on Assets (ROA)	6.48%	7.33%	10.69%	12.12%	10.78%	7.66%
Return on Invested Capital (ROIC)	10.34%	12.26%	19.79%	25.66%	23.46%	16.32%
Return on Capital Employed (ROCE)	10.85%	12.31%	18.91%	24.64%	21.55%	14.63%

Fiscal Year	Current	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021
Period Ending	Jul '26 Jul 27, 2026	Dec '25 Dec 31, 2025	Dec '24 Dec 31, 2024	Dec '23 Dec 31, 2023	Dec '22 Dec 31, 2022	Dec '21 Dec 31, 2021
Earnings Yield	3.40%	3.06%	4.30%	6.01%	4.81%	3.52%
FCF Yield	-	-	-	0.64%	9.57%	1.85%
Dividend Yield	0.36%	0.34%	0.37%	0.53%	0.46%	0.63%
Payout Ratio	10.70%	10.94%	8.48%	8.65%	9.44%	17.42%
Buyback Yield / Dilution	-6.71%	-4.82%	3.13%	4.21%	0.56%	-1.29%
Total Shareholder Return	-6.35%	-4.48%	3.49%	4.74%	1.02%	-0.66%

SEC Filings: 10-K · 10-Q