LPL Financial Holdings Inc. LPLA
Composite 45/100; the shares have moved about 34% annualised. Names that move more contribute more risk for the same amount invested, and our composite reflects how strong the evidence for this one is right now.
Income ranks 36/100 — a moderate mark against it.
Momentum ranks 58/100 — a slight point in its favour.
Income ranks 36/100 — a moderate mark against it. Balance-sheet strength ranks 41/100 — a slight mark against it. Valuation ranks 42/100 — a slight mark against it.
What the company does LPL Financial Holdings Inc. provides an integrated platform of brokerage and investment advisory services to independent financial advisors and institutions in the U.S. Its offerings include annuities, mutual funds, equities, fixed income, alternative investments, retirement plans, and insurance products, alongside fee-based platforms and retirement solutions.
Key financials LPL reports strong profitability metrics: ROE 20.4%, ROA 5.5%, ROCE 8.9%, and net margins of 5.1%. Revenue growth is robust at 35.0%, though EPS growth is modest at 4.5%. The company maintains a healthy balance sheet with a current ratio of 2.45 and debt/equity of 1.32, offset by interest coverage of 3.91.
Stock health Momentum is mixed: the stock is up 2.61% over 3 months but down -7.37% over 6 months and -12.86% over 12 months, trading -15.65% below its 52-week high. The RSI(14) stands at 66.80, indicating near-term overbought conditions. Sideravia scores the stock as average quality with weak momentum (Overall 45.8).
Price vs fair value The stock trades at a discount to both our fair-value estimate and analyst targets. - Price is at a 17.40% discount to our fair-value estimate of 398.34. - Price is at a 21.56% discount to the 12-month target of 412.29 (analyst count 14.0). - Recent Q2 2026 earnings beat and record EPS (GuruFocus.com, Motley Fool) may underpin valuation support. - Asset recruitment surged 35% in Q2 (Wealth Management), yet macro headwinds (Benzinga) temper sentiment.
Looking forward Forward P/E of 13.21 and PEG of 0.11 suggest undemanding valuations relative to growth, while the forward PEG of 0.50 (Valuation: PEG 0.50) indicates potential upside if growth accelerates. Analysts highlight strategic initiatives and earnings strength, but momentum remains a near-term concern.
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Data as of 2026-09-03, compiled from third-party sources; errors and delays are possible and figures are not warranted. Investing puts your capital at risk; past performance does not predict future results. We publish our full track record, including the calls that lost, and our conflicts of interest.