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.

	Q1 '26	Q4 '25	Q3 '25	Q2 '25	Q1 '25
Profitability
Net margin	4.9%-3.3pp	5.1%-3.5pp	5.4%-3.4pp	7.9%-1.0pp	8.2%-1.5pp
Returns
Return on equity	20.5%-19.9pp	20.9%-21.4pp	21.3%-20.0pp	29.5%-12.6pp	40.4%-5.2pp
Return on invested capital	14.8%-12.0pp	14.8%-12.0pp	15.3%-15.2pp	25.3%-6.5pp	26.7%-9.3pp
Efficiency
Asset turnover	1.1×+0.1×	1.1×0.0×	1×0.0×	1×-0.1×	1.1×0.0×
Leverage
Debt-to-equity	1.3×-0.6×	1.4×-0.6×	1.5×-0.2×	1.4×-0.4×	1.9×+0.1×
Net debt / EBITDA	2.2×+0.7×	2.3×+0.7×	2.7×+1.7×	0.7×-0.3×	1.5×+0.8×
Per Share
Book value per share	$70.68+69.9%	$67.60+74.0%	$62.76+70.7%	$63.14+89.6%	$41.59+38.3%
Valuation
Market capitalization	$24.09B-1.3%	$28.59B+16.9%	$26.62B+53.1%	$28.32B+36.0%	$24.4B+23.9%
Price / earnings	26.7×+4.3×	33.1×+10.0×	32×+14.7×	25.3×+4.0×	22.4×+3.0×
Price / sales	1.3×-0.5×	1.7×-0.3×	1.7×+0.2×	2×+0.1×	1.8×0.0×
Price / book	4.2×-3.6×	5.3×-3.0×	5.3×-1.0×	5.6×-2.7×	7.8×-0.9×
EV / EBITDA	14×+0.6×	17×+3.0×	17.3×+6.9×	13.8×+1.4×	13.4×+1.9×
Dividend yield	0.4%0.0pp	0.3%0.0pp	0.3%-0.2pp	0.3%-0.1pp	0.4%-0.1pp

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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.