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Enterprise value at other companies

Charles Schwab Corporation logo
Charles Schwab CorporationSCHW
$142.57B+3.7%
Raymond James Financial logo
Raymond James FinancialRJF
$14.12B-11.2%
Stifel Financial logo
Stifel FinancialSF
$10.01B+17.5%
Ameriprise Financial logo
Ameriprise FinancialAMP
$34.67B-18.4%
T Rowe Price Group logo
T Rowe Price GroupTROW
$16.26B-9.7%
Lazard logo
LazardLAZ
$5.18B-7.9%

Other financials

Income statement

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Revenue$5.2B+35.2%
Net income$379.3M+38.8%
EPS (diluted)$4.74+39.4%

Balance sheet

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Cash & equivalents$1.3B-78.4%
Total debt$7.5B+2.1%
Total equity$5.8B+13.4%
Total assets$19.8B+13.3%

Cash flow

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Operating cash flow$290.4M-14.5%
CapEx$165.8M+38.8%
Free cash flow$124.6M-43.4%

Valuation

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Market cap$28.29B-5.6%
P/E28.1×+1.3×
P/S1.4×-0.7×

Profitability

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Net margin5.1%-2.8pp
FCF margin-12.5%-13.3pp

Returns & leverage

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Return on equity18.6%-10.9pp
Debt / equity1.3×-0.1×

Where this comes from

Calculated from LPL Financial Holdings’s reported figures.

The source filing: LPL Financial Holdings’s 8-K, filed July 30, 2026. Open the filing →

Filed
Jul 30, 2026, 4:07 PM EDT
Accession
0001628280-26-051046

FAQ

What is LPL Financial Holdings's enterprise value?
LPL Financial Holdings (LPLA) reported enterprise value of $28.75B in Q2 2026.
How has LPL Financial Holdings's enterprise value changed year-over-year?
LPL Financial Holdings's enterprise value decreased by 3.3% year-over-year, from $29.74B to $28.75B.
What is the long-term trend for LPL Financial Holdings's enterprise value?
Over 5 years (2020 to 2025), LPL Financial Holdings's enterprise value has grown at a 29.2% compound annual growth rate (CAGR), from $9.16B to $32.99B.
What does enterprise value mean?
Market capitalization plus total debt minus cash, at the quarter end. The cost to acquire the whole business — what an buyer pays for equity and debt, net of the cash they'd inherit.

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