Top line accelerating.
+37.2% YoY versus +23.2% prior. 3y CAGR +25.5%.
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Financial Services · Market Cap: $23.6B
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Fundamentals as of 2026-03-31
All analysis on this page is for educational purposes only and does not constitute financial advice. Fair values are model-based estimates. Always do your own research.
The Question
Yes — LPL Financial Holdings Inc.'s 15.8% ROE ranks above the S&P 500 median, and D/E 2.31 stays within healthy bounds.
Financial story
Yes — LPL Financial Holdings Inc.'s 15.8% ROE shows strong capital efficiency, and its 2.31 debt-to-equity stays within healthy bounds.
Bottom line: LPLA currently has no legendary investor models qualifying — see /stock/LPLA/valuation for the per-model breakdown, but earns a C sector grade (49/100) in Financial Services. Use the per-tab analysis to form your own view. Drill into the valuation breakdown and sector ranking for the full picture.
+37.2% YoY versus +23.2% prior. 3y CAGR +25.5%.
+37.2%Net margin 5.1% versus 8.5% prior (−3.5pp). Operating 13.4%.
5.1%P/E 25.8x — 0% below the 5y median of 25.9x. Forward 12.6x hints at EPS expansion next year.
25.8xInvestor verdicts vary by methodology. Full breakdown by investor and signal is in the valuation tab.
LPLA's earnings calendar and history are tracked in the financials tab. Specific dates depend on company-published guidance.
LPLA is in the Financial Services sector. Sector ranking and peer comparison are in the sector tab.
0 of 6 legendary investor models rate LPLA a BUY. Fair value estimates and full investor breakdown are in the valuation tab.
LPL Financial Holdings Inc.'s fair value depends on which model you trust. See the per-investor fair-value table in the valuation tab.
LPLA trades at 27.1x earnings. Sector context and per-investor signals are in the valuation tab
How does LPLA compare?
See exactly where LPLA ranks
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Sign in to see the rankingLPLA sits at #87 in Financial Services with a C grade (49/100).