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LPL Financial Holdings Financial Ratios 2025-2008 | LPLA
Brief overview of LPL Financial Holdings 's multiples and efficiency
Current figures are compared with the company's own five-year history for 2021–2025.
The valuation comparison uses P/E 27.87x (median 26.71x), P/B 4.5x (median 8.98x), P/CF 101.84x (median 30.42x). The multiple basket looks neutral against its history, differing from median levels by roughly +4.4%.
The 1/P/E calculation produces a 3.6% earnings yield. It does not capture future growth or capital structure.
Capital efficiency is characterized by ROE 16.1%, ROA 4.7%. Business quality is high on return ratios, supporting the ability to create value.
PEG of 0.39x shows valuation is not outpacing embedded growth. The conclusion depends on earnings durability.
Banks and insurers require sector-specific reading: the value and return on capital matter more than standard industrial multiples.
What the ratios show
LPL Financial Holdings 's market valuation is near its own historical norm, while quality ratios provide no extreme signal.
Annual Financial Ratios LPL Financial Holdings
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
P/E |
27.9 | 26.7 | 18.5 | 23.0 | 30.0 | 18.0 | 14.1 | 13.9 | 22.3 | 18.2 | 17.2 | 23.1 | 30.8 | 24.1 | 20.8 | - | - | - |
P/S |
1.4 | 2.3 | 2.0 | 2.3 | 1.8 | 1.5 | 3.9 | 3.4 | 3.7 | 2.7 | 2.2 | 3.2 | 4.8 | 3.6 | 1.0 | - | - | - |
EPS |
11.0 | 14.2 | 13.9 | 10.6 | 5.8 | 6.0 | 6.8 | 5.0 | 2.6 | 2.1 | 1.8 | 1.8 | 1.7 | 1.4 | 1.6 | -0.6 | 0.5 | - |
EV (Enterprise Value) |
36.2 B | 37.7 B | 27.6 B | 25.9 B | 19.6 B | 12.9 B | 12.2 B | 10.1 B | 8.91 B | 6.76 B | 5.98 B | 6.78 B | 8.04 B | 6.04 B | 5.29 B | 2.05 B | -379 M | -219 M |
EBITDA per Share |
5 | 4.13 | 3.22 | 2.5 | 1.89 | 1.38 | - | - | - | - | - | - | - | - | - | 0.55 | 0.8 | - |
EV/EBITDA |
91.9 | 122.2 | 111.8 | 129.8 | 129.4 | 56.9 | - | - | - | - | - | - | - | - | - | 41.9 | -5.5 | - |
PEG |
0.95 | - | - | - | - | -1.17 | 0.39 | 0.16 | 0.96 | 0.85 | -30.56 | 10.04 | 1.23 | -2.33 | 0.06 | - | - | - |
P/B |
4.5 | 9.6 | 9.5 | 9.0 | 8.3 | 6.5 | 7.7 | 6.3 | 5.5 | 4.3 | 4.0 | 4.2 | 5.1 | 3.2 | 2.6 | - | - | - |
P/CF |
-58.5 | 101.8 | 38.6 | 10.0 | 30.4 | 10.8 | 16.9 | 14.5 | 31.0 | 23.8 | 14.0 | 30.8 | 68.5 | 18.4 | 8.7 | - | - | - |
ROE % |
16.15 | 36.12 | 51.29 | 39.02 | 27.53 | 35.95 | 54.68 | 45.12 | 24.75 | 23.38 | 23.59 | 18.32 | 16.53 | 13.33 | 12.67 | -4.84 | 5.58 | - |
ROA % |
4.67 | 7.95 | 10.27 | 8.92 | 5.75 | 7.25 | 9.52 | 8.02 | 4.46 | 3.97 | 3.73 | 4.40 | 4.50 | 3.81 | 4.46 | -1.56 | - | - |
Current Ratio |
1.4 | 1.3 | 1.3 | 1.3 | 1.3 | 1.3 | 0.4 | 0.2 | 0.4 | 0.4 | 0.4 | 0.3 | 0.4 | 0.3 | 0.6 | 1.5 | - | - |
DSO |
- | - | - | - | - | - | 162.7 | 165.9 | 194.0 | 198.6 | 191.3 | 239.0 | 256.8 | 273.9 | 67.7 | - | - | - |
DPO |
162.3 | 172.5 | 174.1 | 185.2 | 262.4 | 371.3 | - | - | - | - | - | - | - | - | - | 91.4 | - | - |
Cash Conversion Cycle |
-162.2 | -172.5 | -174.1 | -185.2 | -262.4 | -371.3 | - | - | - | - | - | - | - | - | - | -91.4 | - | - |
All numbers in USD currency
Quarterly Financial Ratios LPL Financial Holdings
| 2026-Q2 | 2026-Q1 | 2025-Q3 | 2025-Q2 | 2025-Q1 | 2024-Q3 | 2024-Q2 | 2024-Q1 | 2023-Q3 | 2023-Q2 | 2023-Q1 | 2022-Q4 | 2022-Q3 | 2022-Q2 | 2022-Q1 | 2021-Q4 | 2021-Q3 | 2021-Q2 | 2021-Q1 | 2020-Q4 | 2020-Q3 | 2020-Q2 | 2020-Q1 | 2019-Q4 | 2019-Q3 | 2019-Q2 | 2019-Q1 | 2018-Q4 | 2018-Q3 | 2018-Q2 | 2018-Q1 | 2017-Q4 | 2017-Q3 | 2017-Q2 | 2017-Q1 | 2016-Q4 | 2016-Q3 | 2016-Q2 | 2016-Q1 | 2015-Q4 | 2015-Q3 | 2015-Q2 | 2015-Q1 | 2014-Q4 | 2014-Q3 | 2014-Q2 | 2014-Q1 | 2013-Q4 | 2013-Q3 | 2013-Q2 | 2013-Q1 | 2012-Q4 | 2012-Q3 | 2012-Q2 | 2012-Q1 | 2011-Q4 | 2011-Q3 | 2011-Q2 | 2011-Q1 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
EPS |
4.75 | 4.45 | -0.37 | 3.42 | 4.27 | 3.41 | 3.26 | 3.87 | 2.95 | 3.7 | 4.3 | - | 2.91 | 2.01 | 1.67 | - | 1.29 | 1.49 | 1.63 | - | 1.31 | 1.29 | 1.96 | 1.57 | 1.61 | 1.75 | 1.84 | 1.4 | 1.22 | 1.33 | 1.04 | 0.71 | 0.65 | 0.76 | 0.54 | 0.47 | 0.58 | 0.54 | 0.57 | 0.29 | 0.43 | 0.52 | 0.52 | 0.5 | 0.33 | 0.43 | 0.52 | 0.44 | 0.36 | 0.42 | 0.51 | 0.34 | 0.31 | 0.36 | 0.38 | 0.36 | 0.33 | 0.41 | 0.44 |
EBITDA per Share |
1.38 | 1.32 | 1.25 | 1.2 | 1.24 | 1.05 | 0.95 | 0.9 | 0.85 | 0.76 | 0.71 | - | 0.65 | 0.61 | 0.57 | - | 0.48 | 0.46 | 0.45 | - | 0.35 | 0.34 | 0.34 | - | 0.29 | 0.27 | 0.28 | - | 0.26 | 0.25 | 0.23 | - | 0.24 | 0.23 | 0.23 | - | 0.21 | 0.21 | 0.21 | - | 0.18 | 0.18 | 0.17 | - | 0.25 | 0.24 | 0.22 | - | 0.21 | 0.19 | 0.19 | - | 0.17 | 0.16 | 0.16 | - | 0.18 | 0.17 | 0.17 |
ROE % |
17.66 | 21.27 | 24.21 | 34.49 | 41.82 | 42.35 | 46.60 | 52.36 | 51.26 | 49.23 | 43.49 | 28.03 | 34.41 | 30.45 | 30.78 | 23.07 | 30.97 | 32.32 | 36.50 | 27.46 | 39.83 | 44.81 | 51.34 | 54.68 | 54.66 | 52.77 | 50.69 | 45.12 | 39.41 | 34.46 | 29.36 | 24.75 | 23.19 | 23.50 | 22.23 | 23.38 | 22.04 | 21.45 | 22.64 | 23.59 | 24.84 | 22.52 | 19.94 | 18.32 | 17.37 | 17.36 | 17.03 | 16.53 | 15.73 | 15.32 | 14.69 | 13.33 | 13.02 | 12.72 | 12.64 | 12.67 | 2.71 | 3.38 | 3.64 |
ROA % |
5.21 | 5.57 | 5.82 | 8.10 | 9.16 | 9.24 | 10.14 | 11.72 | 11.50 | 10.85 | 9.18 | 5.48 | 7.13 | 4.73 | 6.69 | 4.97 | 6.56 | 6.76 | 7.49 | 5.54 | 7.69 | 8.34 | 9.26 | 9.52 | 9.56 | 9.27 | 8.96 | 8.02 | 7.02 | 6.16 | 5.27 | 4.46 | 4.12 | 4.11 | 3.83 | 3.97 | 3.70 | 3.53 | 3.65 | 3.73 | 4.34 | 4.25 | 4.21 | 4.40 | 4.30 | 4.40 | 4.46 | 4.50 | 4.33 | 4.25 | 4.13 | 3.81 | 3.92 | 4.01 | 4.21 | 4.46 | 0.95 | 1.19 | 1.28 |
Current Ratio |
1.4 | 1.4 | 1.4 | 1.4 | 1.3 | 1.3 | 1.3 | 1.3 | 1.3 | 1.3 | 1.3 | 1.3 | 1.3 | - | 1.3 | 1.3 | 1.3 | 1.3 | 1.3 | 1.2 | 1.2 | 1.2 | 1.2 | 1.2 | 1.2 | 1.2 | 1.2 | 1.2 | 1.2 | 1.2 | 1.2 | 1.2 | 1.2 | 1.2 | 1.2 | 1.2 | 1.2 | 1.2 | 1.2 | 1.2 | 1.2 | 1.2 | 1.2 | 1.3 | 1.3 | 1.3 | 1.3 | 1.4 | 1.4 | 1.4 | 1.4 | 1.4 | 1.4 | 1.4 | 1.4 | 1.5 | 1.5 | 1.5 | 1.5 |
DPO |
199.8 | 187.2 | 103.2 | 148.1 | 144.2 | 162.2 | 138.3 | 126.1 | 151.6 | 161.2 | 165.3 | - | 86.1 | 76.8 | 170.0 | - | 383.5 | 348.3 | 272.5 | - | 411.1 | 433.9 | 385.2 | - | 368.1 | 386.3 | 345.4 | - | 341.2 | 356.9 | 347.1 | - | 370.2 | 381.5 | 341.2 | - | 325.8 | 332.6 | 287.2 | - | 274.6 | 270.1 | 252.7 | - | 248.5 | 251.9 | 253.6 | - | 269.0 | 280.2 | 239.2 | - | 216.0 | 212.0 | 193.0 | - | 191.0 | 181.4 | - |
Cash Conversion Cycle |
- | - | -103.2 | -148.1 | -144.2 | -162.2 | -138.3 | -126.1 | -151.6 | -161.2 | -165.3 | - | -86.1 | -76.8 | -170.0 | - | -383.5 | -348.3 | -272.5 | - | -411.1 | -433.9 | -385.2 | - | -368.1 | -386.3 | -345.4 | - | -341.2 | -356.9 | -347.1 | - | -370.2 | -381.5 | -341.2 | - | -325.8 | -332.6 | -287.2 | - | -274.6 | -270.1 | -252.7 | - | -248.5 | -251.9 | -253.6 | - | -269.0 | -280.2 | -239.2 | - | -216.0 | -212.0 | -193.0 | - | -191.0 | -181.4 | - |
All numbers in USD currency
Multiples are an important financial analysis tool for the company LPL Financial Holdings , allowing investors and analysts to quickly assess the company’s value and investment attractiveness based on the ratio of market indicators to the company’s financial performance. Essentially, multiples express how the market values the company relative to its earnings, revenue, equity, or other key metrics.
Advantages of Using Financial Ratios- Simplified Data Analysis
Financial ratios transform large volumes of accounting data into compact and easily interpretable indicators, significantly simplifying the assessment of the company’s condition. - Comparability Between Companies
Multiples standardize financial metrics, enabling objective comparison of companies of different sizes, industries, and market capitalizations. - Identification of Trends and Issues
Regular analysis of ratios helps track the dynamics of financial health, identify strengths and weaknesses of the business, as well as potential risks. - Decision Support
Financial multiples serve as an important tool for investors, creditors, and company management in making investment, credit, and managerial decisions. - Accelerated Assessment of Investment Attractiveness
Ratios allow quick determination of key performance, liquidity, and financial stability indicators, facilitating prompt evaluation of companies’ attractiveness for investments.
Using multiples enables comparison between companies, even if they differ in size or industry, as they standardize financial data into ratios convenient for analysis. This is especially useful for evaluating companies where direct analysis of financial statements may be complex or require in-depth knowledge.
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