LPL Financial Holdings Inc. (LPLA)$285.78
Market Cap: 26.72 BCurrency: USD
Research Snapshot
Static fundamentals, valuation context, and investor signals for LPL Financial Holdings Inc. (LPLA).
FINANCIAL
CAPITAL MARKETS
DCF ready
Valuation
-33.5x
EV/FCF, N/A FCF yield
Quality
6.8%
ROIC, -5.8% FCF margin
Growth
23.7%
5Y sales (revenue) CAGR
Balance sheet
1.4x
Debt/equity, N/A current ratio
Superinvestors
7
Top: Stephen Mandel (4.9%)
Strengths to research
- Revenue compounded at 23.7% over five years.
- 7 tracked superinvestors report a position.
- 10 annual periods are available for trend analysis.
Watchouts
- Free cash flow margin is negative at -5.8%.
Annual data: 10 periods
Quarterly data: 24 periods
Stock snapshot: May 25, 2026
Static dataset: May 25, 2026
Quality Scorecard
Build-time composite score for LPLA.
Grade D
43
/ 100
Peer Comparison
Target stock against 8 market-cap comparable peers.
Heat map: red worst to green best
| LPLA Target | LPL Financial Holdings Inc. | $26.7B | 26.2x | -33.5x | 6.8% | 23.7% | -5.8% | N/A | N/A | N/A |
| TW | Tradeweb Markets Inc. | $31.5B | 28.1x | 26.1x | 12.5% | 18.1% | 54.9% | N/A | -2.5x | N/A |
| HLI | Houlihan Lokey Inc. | $11.5B | 24.4x | 15.2x | 18.2% | 11.4% | 26.0% | N/A | -2.1x | N/A |
| JEF | Jefferies Financial Group Inc. | $10.1B | 18.4x | -7.0x | 2.6% | 7.2% | -30.7% | N/A | N/A | N/A |
| IBKR | Interactive Brokers Group Inc. | $75.9B | 36.6x | 4.5x | 81.2% | 13.6% | 648.0% | N/A | N/A | N/A |
| MKTX | MarketAxess Holdings Inc. | $8.4B | 20.7x | 21.2x | 21.6% | 4.2% | 44.2% | N/A | -1.2x | N/A |
| EVR | Evercore Inc. | $8.2B | 24.6x | 5.7x | 29.1% | 11.2% | 30.5% | N/A | N/A | N/A |
| SCHW | Charles Schwab Corp. | $151.4B | 19.4x | 12.0x | 0.0% | 15.4% | 36.6% | N/A | N/A | N/A |
| BGC | BGC Group Inc. | $4.7B | 36.1x | 14.3x | 6.2% | 7.6% | 15.3% | N/A | N/A | N/A |
Financial Charts
No financial data available for LPLA (annual).
7 superinvestors own LPLA
Current quarter ownership and quarter-over-quarter share changes.
Superinvestor ownership
| Fund | Shares | Value | % Portfolio | QoQ Change |
|---|---|---|---|---|
| Dodge & Cox Dodge & Cox | 4,146,547 | $1.2B | 0.69% | 0.0% |
| Stephen Mandel Lone Pine Capital | 2,049,967 | $617M | 4.92% | 0.0% |
| Thomas Gayner Markel Group | 559,951 | $168M | 1.41% | 0.0% |
| Steven Romick FPA Crescent Fund | 408,466 | $134M | 2.33% | ▲ +18.7% |
| William Von Mueffling Cantillon Capital Management | 324,927 | $98M | 0.65% | 0.0% |
| Meridian Contrarian Fund Meridian Contrarian Fund | 38,256 | $12M | 2.38% | ▲ +48.1% |
| First Eagle Investment Management First Eagle Investment Management | 6 | $2,000 | 0.00% | 0.0% |