Screener
LPL Financial Holdings LPLA Ratios & Valuation
| Q2 '26 | Q1 '26 | Q4 '25 | Q3 '25 | Q2 '25 | ||
|---|---|---|---|---|---|---|
| Profitability | ||||||
| Net margin | 5.1%-2.8pp | 4.9%-3.3pp | 5.1%-3.5pp | 5.4%-3.4pp | 7.9%-1.0pp | |
| Returns | ||||||
| Return on equity | 18.6%-10.9pp | 20.5%-19.9pp | 20.9%-21.4pp | 21.3%-20.0pp | 29.5%-12.6pp | |
| Return on invested capital | 14.2%-11.1pp | 14.8%-12.0pp | 14.8%-12.0pp | 15.3%-15.2pp | 25.3%-6.5pp | |
| Efficiency | ||||||
| Asset turnover | 1.1×+0.1× | 1.1×+0.1× | 1.1×0.0× | 1×0.0× | 1×-0.1× | |
| Leverage | ||||||
| Debt-to-equity | 1.3×-0.1× | 1.3×-0.6× | 1.4×-0.6× | 1.5×-0.2× | 1.4×-0.4× | |
| Per Share | ||||||
| Book value per share | $71.93+13.9% | $70.68+69.9% | $67.60+74.0% | $62.76+70.7% | $63.14+89.6% | |
| Valuation | ||||||
| Market capitalization | $28.29B-5.6% | $24.09B-1.3% | $28.59B+16.9% | $26.62B+53.1% | $28.32B+36.0% | |
| Price / earnings | 28.1×+1.3× | 26.7×+4.3× | 33.1×+10.0× | 32×+14.7× | 25.3×+4.0× | |
| Price / sales | 1.4×-0.7× | 1.3×-0.5× | 1.7×-0.3× | 1.7×+0.2× | 2×+0.1× | |
| Price / book | 4.9×-1.0× | 4.2×-3.6× | 5.3×-3.0× | 5.3×-1.0× | 5.6×-2.7× |
FAQ
- Where do LPL Financial Holdings's ratios come from?
- Every ratio is computed from LPL Financial Holdings's SEC filings — trailing-twelve-month flows over period-end balances. Valuation multiples combine those fundamentals with market data, recomputed each period. Switch between quarterly, annual, and TTM, or open any ratio for its full history and peer comparisons.
