Stock Research: LPL Financial

Independent stock analysis through peer comparison: Get the 360° View as an objective basis for stock decision-making and explore the detailed ranks.

LPL Financial

NSQ:LPLA US50212V1008
76
  • Value
    59
  • Growth
    61
  • Safety
    Safety
    68
  • Combined
    81
  • Sentiment
    64
  • 360° View
    360° View
    76
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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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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: 27-Feb-2026.

Make Sense of the Ranks

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.

Detailed and Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history. Unlock the analysis.

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Metrics Current 2025 2024 2023
Value
59 19 37 21
Growth
61 95 73 93
Safety
Safety
68 31 35 20
Sentiment
64 55 69 100
360° View
360° View
76 44 60 77
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Metrics Current 2025 2024 2023
Analyst Opinions
46 91 74 85
Opinions Change
50 75 43 61
Pro Holdings
n/a 46 50 97
Market Pulse
44 28 68 100
Sentiment
64 55 69 100
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Metrics Current 2025 2024 2023
Value
59 19 37 21
Growth
61 95 73 93
Safety Safety
68 31 35 20
Combined
81 47 44 34
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Metrics Current 2025 2024 2023
Price vs. Sales (P/S)
91 85 89 87
Price vs. Earnings (P/E)
37 43 52 28
Price vs. Book (P/B)
28 10 14 13
Dividend Yield
43 7 14 11
Value
59 19 37 21
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Metrics Current 2025 2024 2023
Revenue Growth
81 88 64 94
Profit Growth
67 80 88 21
Capital Growth
55 76 44 63
Stock Returns
23 69 35 89
Growth
61 95 73 93
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Metrics Current 2025 2024 2023
Leverage
34 30 31 29
Refinancing
49 55 41 45
Liquidity
74 42 55 36
Safety Safety
68 31 35 20

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Frequently Asked
Questions

The only positive is high growth. The stock is expensive (low Value Rank), risky to finance, and carries critical professional sentiment. This is a risky proposition. Avoid unless you have exceptional conviction that the growth alone will overcome the price and financial risks.

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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