Stock Research: LPL Financial

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LPL Financial

NSQ:LPLA US50212V1008
55
  • Value
    46
  • Growth
    89
  • Safety
    Safety
    4
  • Combined
    31
  • Sentiment
    79
  • 360° View
    360° View
    55
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Company Description

LPL Financial Holdings Inc. is an independent broker-dealer and investment advisory firm. It operates in the financial services industry, offering brokerage and advisory services. It operates in the United States. In the last fiscal year, the company had a market cap of $29,719 million, profits of $12,257 million, revenue of $12,385 million, and 9000 employees.

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ANALYSIS: With an Obermatt 360° View of 55 (better than 55% compared with alternatives), overall professional sentiment and financial characteristics for the stock LPL Financial are above average. The 360° View is based on consolidating four consolidated indicators, with half of the metrics below and half above average for LPL Financial. The consolidated Growth Rank has a good rank of 89, which means that the company experiences above-average growth momentum when looking at financial metrics such as revenue, profit, and invested capital growth as well as stock returns. This means that growth is higher than for 89% of competitors in the same industry. The consolidated Sentiment Rank also has a good rank of 79, which means that professional investors are more optimistic about the stock than for 79% of alternative investment opportunities. But the consolidated Value Rank has a less desirable rank of 46, which means that the share price of LPL Financial is on the higher side compared with typical size in indicators such as revenues, profits, and invested capital. This means the stock price is higher than for 54% of alternative stocks in the same industry. Finally, the consolidated Safety Rank has a riskier rank of 4, which means that the company has a financing structure that is riskier than those of 96% comparable companies when looking at the amount of its debt, its refinancing requirements, and its ability to service debt. ...read more

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Index
NASDAQ
D.J. US Investing
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The higher the 360° View, the better the stock performed against its peers, considering all metrics. The 360° View represents an average of the other 5 ranks and is then scaled to a rank from 1 to 100. The shaded values are illustrative only.
Last update: 17-Sep-2026.

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The higher, the better. For every stock, we judge its performance against its peers and rank it on a scale of 1 to 100. These ranks are percentiles: a rank of 75 means the company outperforms 75% of its peers in that specific area. The higher the rank, the better the stock stacks up against its peers.

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Metrics Current 2025 2024 2023
Value
46 19 37 21
Growth
89 95 73 93
Safety
Safety
4 31 35 20
Sentiment
79 55 69 100
360° View
360° View
55 44 60 77
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Metrics Current 2025 2024 2023
Analyst Opinions
67 91 74 85
Opinions Change
68 75 43 61
Pro Holdings
n/a 46 50 97
Market Pulse
22 28 68 100
Sentiment
79 55 69 100
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Metrics Current 2025 2024 2023
Value
46 19 37 21
Growth
89 95 73 93
Safety Safety
4 31 35 20
Combined
31 47 44 34
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Metrics Current 2025 2024 2023
Price vs. Sales (P/S)
88 85 89 87
Price vs. Earnings (P/E)
53 43 52 28
Price vs. Book (P/B)
28 10 14 13
Dividend Yield
23 7 14 11
Value
46 19 37 21
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Metrics Current 2025 2024 2023
Revenue Growth
83 88 64 94
Profit Growth
71 80 88 21
Capital Growth
78 76 44 63
Stock Returns
64 69 35 89
Growth
89 95 73 93
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Metrics Current 2025 2024 2023
Leverage
26 30 31 29
Refinancing
39 55 41 45
Liquidity
42 42 55 36
Safety Safety
4 31 35 20

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Frequently Asked
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This is a classic, high-risk growth play: high growth and positive sentiment outweigh low Value Rank (expensive) and risky financing. This is for aggressive growth investors who are comfortable with the high price and risk, believing the growth story justifies the expense.

Obermatt provides unbiased stock analysis as a completely independent third party. We have no conflicts of interest with individual stock titles. Our data-driven analysis is based on algorithms honed over twelve years, giving you analysis that is free from personal bias and conflicts of interest.

The 360° View Rank indicates a company's overall performance across all major financial and non-financial metrics tracked by Obermatt. A 360° View Rank of 75 means the company is more well-rounded than 75% of similar companies. A high score indicates that the company is strong across the board; it is attractively priced, growing sustainably, financially stable, and well-regarded by the market. Learn more.

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