LPL Financial Announces Q1 2025 Technology Updates
The first quarter of 2025 saw the introduction of 80 new product enhancements—designed to enhance the experiences of advisors, institutions and end clients
Fiscal Year: January - December
LPL Financial Holdings Inc. (LPLA), listed on the NASDAQ, has a market capitalization of $16.40B. As of May 21, 2025, the stock is trading at $384.20 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 26.61, 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 0.31%, 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 $16.40B and a competitive P/E ratio of 26.61. Investors should compare these metrics with industry peers to gauge whether LPL Financial Holdings Inc. is outperforming or underperforming within its sector.
The first quarter of 2025 saw the introduction of 80 new product enhancements—designed to enhance the experiences of advisors, institutions and end clients
SAN DIEGO, May 20, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Duane Dollar, CFP®, ChFC®, CASL®, and Phillip Owens, MBA, CFP®, CRPC™, RICP®, APMA™, have joined L...
SAN DIEGO, May 15, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC launched today a strategic marketing campaign designed to reach new audiences and elevate the firm's brand strength by asking the simple y...
SAN DIEGO, May 14, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq:LPLA), a leading wealth management firm, has launched a new alternative investments education platform, designed to empower adviso...
LPL Financial Holdings, Inc. (NASDAQ:LPLA) Q1 2025 Earnings Conference Call May 8, 2025 5:00 PM ET Company Participants Richard Steinmeier - CEO & Director Matthew Audette - President & CFO Conferenc...
Key Financial Results: Net Income was $319 million , translating to diluted earnings per share ("EPS") of $4.24 , up 11% from a year ago Adjusted EPS* increased 22% year-over-year to $5.15 Gross profi...
SAN DIEGO, May 07, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Stephanie Stewart, Debra Hedgcoth, CFP®, RICP®, and Madison Wentland, CPA, of West Texas Investmen...
SAN DIEGO, May 05, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC, a leading wealth management firm, is pleased to announce the launch of WealthVision Essentials, an integrated financial planning tool po...
SAN DIEGO, May 05, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that 10 financial advisors with Northern Advisory Group have joined LPL Financial's broker-dealer, Registered Investment A...
SAN DIEGO, May 01, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor R. Brennan Barlow, AAMS™, has joined LPL Financial's broker-dealer, Registered Investment Advisor (...
SAN DIEGO, April 23, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor James “Jim” Verdi, CFP®, has joined LPL Financial's broker-dealer, Registered Investment Advisor ...
SAN DIEGO, April 17, 2025 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. ( Nasdaq: LPLA) (the “Company”), the parent corporation of LPL Financial LLC, announced today it will report first quarter fi...
SAN DIEGO, April 15, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Steve Jones of Tenacity Investment Group has joined LPL Financial's broker-dealer, Registered Inv...
SAN DIEGO, April 09, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that father and son financial advisors Patrick Trimp, CFP®, and Jack Trimp, ChFC®, of Trimp Wealth Management have joine...
SAN DIEGO, April 02, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that eight financial advisors with Horizon Capital Advisors have joined LPL Financial's broker-dealer, Registered Invest...
SAN DIEGO, March 31, 2025 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (NASDAQ: LPLA) (together with its subsidiaries, including LPL Financial LLC, “LPL Financial” or “LPL”) today announced the pri...
LPL Financial has been a rare consistent compounder through the years. A closer look at its fundamentals points to more of the same. With a few turns now knocked off the multiple, LPL stock offers a c...
SAN DIEGO, March 31, 2025 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (NASDAQ: LPLA) (together with its subsidiaries, including LPL Financial LLC, “LPL Financial” or “LPL”) today announced that it...
LPL Financial is the largest independent broker-dealer in the US, with strong financials and a growth strategy focused on M&A and vertical integration. LPLA's FY24 revenues grew 23.20% YoY to $12.39bn...
SAN DIEGO and WALTHAM, Mass., March 31, 2025 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (NASDAQ: LPLA) (together with its subsidiaries, including LPL Financial LLC, “LPL Financial” or “LPL”) toda...
LPL Financial LPLA+1.11% held talks with rival Commonwealth Financial Network about a potential acquisition, according to two news reports that cited anonymous people familiar with the matter.
Rich Steinmeier doesn't want to think of LPL Financial LPLA-0.59% as just an independent broker-dealer. Now six months into his stint as LPL's CEO, Steinmeier says his firm wants to compete with the l...
SAN DIEGO, March 27, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Austin Greer, CRPS ®, has joined LPL's employee advisor channel, Linsco by LPL Financial, to laun...
SAN DIEGO, March 20, 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...
SAN DIEGO, March 18, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Larry Hubbard, APMA™, Craig Conner, CFP®, APMA™, ChFC®, BFA™, and Jade Maasch, CFP®, BFA™, APMA™...
Below estimates were sourced from SimplyWallSt and are intended for educational purposes only as a baseline for the analysis.
Year | FCF Estimate | % | # Analysts |
---|---|---|---|
2025 | 1.26B | Analyst x1 | |
2026 | 1.60B | 26.53% | Analyst x1 |
2027 | 1.80B | 12.74% | Est @12.7% |
2028 | 1.97B | 9.58% | Est @9.6% |
2029 | 2.11B | 6.90% | Est @6.9% |
2030 | 2.22B | 5.45% | Est @5.5% |
2031 | 2.32B | 4.43% | Est @4.4% |
2032 | 2.41B | 3.72% | Est @3.7% |
2033 | 2.48B | 3.01% | Est @3.0% |
2034 | 2.55B | 2.68% | Est @2.7% |
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 | 1.26B | 1.08 | 1.16B |
2026E | 1.60B | 1.17 | 1.36B |
2027E | 1.80B | 1.27 | 1.41B |
2028E | 1.97B | 1.38 | 1.43B |
2029E | 2.11B | 1.50 | 1.41B |
2030E | 2.22B | 1.62 | 1.37B |
2031E | 2.32B | 1.76 | 1.32B |
2032E | 2.41B | 1.90 | 1.26B |
2033E | 2.48B | 2.06 | 1.20B |
2034E | 2.55B | 2.24 | 1.14B |
Terminal | 44.37B | 2.24 | 19.84B |
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