LPL Financial Showcases Innovation, Investment and Inspiration at Focus 2025 Finale
President & Chief Financial Officer Matt Audette highlighted significant operational enhancements that power the service advisors provide to their clients
Fiscal Year: January - December
LPL Financial Holdings Inc. (LPLA), listed on the NASDAQ, has a market capitalization of $. As of Aug 19, 2025, the stock is trading at $355.01 per share, offering investors a clear view of its current market value. LPL Financial Holdings Inc. is a prominent player in the industry sector, attracting both institutional and retail investors due to its performance and potential.
With a P/E ratio of 24.32, investors can assess the stock's valuation in comparison to its earnings. A P/E ratio is a crucial indicator for value investors, showing whether the stock is over or undervalued relative to its current earnings. LPL Financial Holdings Inc. also offers a dividend yield of 0.34%, making it an attractive option for income-focused investors who seek regular dividends.
Our Discounted Cash Flow (DCF) analysis reveals that LPL Financial Holdings Inc. (LPLA) may be overvalued compared to its intrinsic worth. However, to see the exact DCF fair value, please Login or Upgrade for access.
The proprietary SS Score for LPL Financial Holdings Inc. is a unique metric that analyzes the company's financial health and growth potential. The score takes into account critical factors such as revenue growth, net income, free cash flow (FCF) compound annual growth rate (CAGR), the trend of shares outstanding, and the debt-to-FCF ratio. This helps investors to make a more informed decision, as an undervalued stock might still have poor financial fundamentals.
To view the detailed SS Score for LPL Financial Holdings Inc., Login or Upgrade for access.
The Price to Free Cash Flow (P/FCF) ratio for LPL Financial Holdings Inc. is 0, offering insights into how much investors are paying for the company's free cash flow. A lower P/FCF ratio typically suggests that the stock is undervalued, while a higher ratio may indicate overvaluation.
In summary, LPL Financial Holdings Inc. (LPLA) has shown consistent financial performance, as illustrated by the financial charts above, which track its revenue growth, net income, free cash flow, and shares outstanding over the past several years. These metrics provide investors with key insights into the company's past and projected future performance. Investors should use the SS Score alongside the DCF Fair Value to make better-informed decisions about whether to buy or hold the stock.
*This analysis is for informational purposes only and does not constitute investment advice. Always read the company's 10-K filings and do your own research before making any investment decisions.
Whether LPL Financial Holdings Inc. (LPLA) is a good stock to buy depends on various factors, including its financial health, market conditions, and your investment strategy. Our analysis indicates that the stock may be overvalued compared to its intrinsic value. However, it is important to assess the SS Score and review the company's fundamentals before making any investment decisions.
The fair value of LPL Financial Holdings Inc. (LPLA) is determined through our Discounted Cash Flow (DCF) analysis. This value represents the intrinsic worth of the stock based on its expected future cash flows. To view the specific fair value, consider subscribing to our service for complete access.
The SS Score is a proprietary financial quality metric that assesses factors such as revenue growth, net income, free cash flow growth, and debt levels. It helps investors evaluate the overall financial health of LPL Financial Holdings Inc.. To access the full SS Score, consider upgrading your subscription.
LPL Financial Holdings Inc. is a significant player in the industry sector, with a market capitalization of $ and a competitive P/E ratio of 24.32. Investors should compare these metrics with industry peers to gauge whether LPL Financial Holdings Inc. is outperforming or underperforming within its sector.
President & Chief Financial Officer Matt Audette highlighted significant operational enhancements that power the service advisors provide to their clients
SAN DIEGO, Aug. 12, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC, a leading wealth management firm, convened more than 10,000 attendees, including 6,000 financial advisors from across the country, for i...
SAN DIEGO, Aug. 11, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC, a leading wealth management firm, last night opened its annual flagship conference, Focus 2025, welcoming more than 10,000 financial pro...
SAN DIEGO, Aug. 07, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the advisors of Coastal Wealth Management Group have joined Financial Resources Group Investment Services, an existi...
SAN DIEGO, Aug. 04, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC, a leading wealth management firm, today announced the appointment of Emily Field as group managing director and chief people officer. In...
SAN DIEGO, Aug. 01, 2025 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (NASDAQ: LPLA), together with its subsidiaries, including LPL Financial LLC, announced the closing of its acquisition of Common...
LPL Financial Holdings, Inc. (NASDAQ:LPLA) Q2 2025 Earnings Conference Call July 31, 2025 5:00 PM ET Company Participants Matthew Jon Audette - President & CFO Richard Steinmeier - CEO & Director Con...
Key Financial Results: Net Income was $273 million , translating to diluted earnings per share ("EPS") of $3.40 , up 5% from a year ago Adjusted EPS* increased 16% year-over-year to $ 4.51 Gross profi...
SAN DIEGO, July 30, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that mother and son team, Sheri Johnston, CFP® and Jason Hotzler, from ProsperLane Financial have joined LPL Financial's ...
SAN DIEGO, July 24, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Jared Black and Richard Brokaw have joined LPL's employee advisor channel, Linsco by LPL Financia...
SAN DIEGO, July 22, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that Kevin Gallagher, AIF®, of Gallagher Wealth Management has joined LPL Financial's broker-dealer, Registered Investmen...
SAN DIEGO, July 15, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the team of 11 financial advisors from Waznik Heike Group have joined LPL Financial's broker-dealer, Registered Inve...
SAN DIEGO, July 10, 2025 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. ( Nasdaq: LPLA) (the “Company”), the parent corporation of LPL Financial LLC, announced today it will report second quarter fi...
SAN DIEGO, July 10, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Charlie Narmi and Theresa Rynaski, CFP®, have joined LPL's employee advisor channel, Linsco by LP...
This annual report offers a comprehensive analysis of the economic and market environment, highlighting potential implications for investors and their portfolios SAN DIEGO, July 08, 2025 (GLOBE NEWSWI...
SAN DIEGO, July 08, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that father and son financial advisors Robert Bell, II, AIF®, and Keegan Bell, AIF®, AAMS®, have launched a new independe...
SAN DIEGO, July 01, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Brandon Dixon-James, CFP®, has joined LPL Financial's broker-dealer, Registered Investment Advisor...
SAN DIEGO, June 30, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC, a leading wealth management firm, has appointed Mike Holtschlag as Executive Vice President of Banking and Lending. In this role, Holtsc...
SAN DIEGO, June 26, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Jason Wyatt, AWMA®, has joined LPL Financial's broker-dealer, Registered Investment Advisor (RIA) ...
The most oversold stocks in the financial sector presents an opportunity to buy into undervalued companies.
SAN DIEGO, June 24, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Mike Trudeau, CFP®, Matt Merrick, Ben Ollila, CFP® and Ben Prchal have joined LPL Financial's bro...
SAN DIEGO, June 23, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC (“LPL Financial”), a wholly owned subsidiary of LPL Financial Holdings Inc. ( Nasdaq: LPLA) (the “Company”), today released its monthly ...
The Advisor Trio Becomes the 50th Team to Join LPL's Strategic Wealth Services Affiliation Model The Advisor Trio Becomes the 50th Team to Join LPL's Strategic Wealth Services Affiliation Model
SAN DIEGO, June 12, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Jeff Runyan has joined LPL Financial's broker-dealer, Registered Investment Advisor (RIA) and cust...
LPL is hot off a very solid Q1 report. Its latest monthly metrics offer positive read throughs as well. Stay the course on LPL's growth story.
Below estimates were sourced from SimplyWallSt and are intended for educational purposes only as a baseline for the analysis.
Year | FCF Estimate | % | # Analysts |
---|---|---|---|
2025 | -151.89M | -48.43% | Est @-48.4% |
2026 | -9.22M | -93.93% | Est @-93.9% |
2027 | -4.26M | -53.77% | Est @-53.8% |
2028 | -2.69M | -36.90% | Est @-36.9% |
2029 | -2.02M | -25.09% | Est @-25.1% |
2030 | -1.70M | -15.77% | Est @-15.8% |
2031 | -1.52M | -10.35% | Est @-10.4% |
2032 | -1.42M | -6.55% | Est @-6.5% |
2033 | -1.37M | -3.89% | Est @-3.9% |
2034 | -1.34M | -1.90% | Est @-1.9% |
Below are the FCF estimates with the discount factor and the calculated present value with the terminal value that led the results above.
Year | FCF | Discount Factor | PV of Future FCF |
---|---|---|---|
2023A | 109.33M | 1.00 | 109.33M |
2024A | -294.55M | 1.00 | -294.55M |
2025E | -151.89M | 1.08 | -140.04M |
2026E | -9.22M | 1.18 | -7.84M |
2027E | -4.26M | 1.28 | -3.34M |
2028E | -2.69M | 1.38 | -1.94M |
2029E | -2.02M | 1.50 | -1.34M |
2030E | -1.70M | 1.63 | -1.04M |
2031E | -1.52M | 1.77 | -862,174.44 |
2032E | -1.42M | 1.91 | -742,896.10 |
2033E | -1.37M | 2.08 | -658,305.33 |
2034E | -1.34M | 2.25 | -595,458.74 |
Terminal | -23.07M | 2.25 | -10.25M |
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