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%-0.1pp	5.1%-0.3pp	5.4%-2.6pp	7.9%-0.3pp	8.2%-0.3pp
EBITDA margin	11.2%-0.3pp	11.5%-0.3pp	11.7%-3.5pp	15.2%-0.3pp	15.5%-0.4pp
Returns
Return on equity	20.5%-0.4pp	20.9%-0.5pp	21.3%-8.1pp	29.5%-10.9pp	40.4%-1.9pp
Return on assets	5.5%+0.1pp	5.4%-0.1pp	5.6%-2.2pp	7.7%-1.0pp	8.7%-0.2pp
Return on invested capital	14.8%0.0pp	14.8%-0.5pp	15.3%-10.0pp	25.3%-1.4pp	26.7%0.0pp
Efficiency
Asset turnover	1.1×0.0×	1.1×0.0×	1×+0.1×	1×-0.1×	1.1×0.0×
Leverage
Debt-to-equity	1.3×-0.1×	1.4×-0.1×	1.5×+0.1×	1.4×-0.5×	1.9×-0.1×
Debt-to-assets	0.4×0.0×	0.4×0.0×	0.4×0.0×	0.4×0.0×	0.4×0.0×
Net debt / EBITDA	2.2×-0.1×	2.3×-0.4×	2.7×+2.0×	0.7×-0.8×	1.5×0.0×
Interest coverage	3.9×0.0×	3.8×-0.3×	4.1×-1.6×	5.7×-0.4×	6.1×0.0×
Per Share
Book value per share	$70.68+4.6%	$67.60+7.7%	$62.76-0.6%	$63.14+51.8%	$41.59+7.0%
Valuation
Market capitalization	$24.09B-15.7%	$28.59B+7.4%	$26.62B-6.0%	$28.32B+16.1%	$24.4B-0.2%
Enterprise value	$28.6B-13.3%	$32.99B+4.7%	$31.5B+5.9%	$29.74B+8.2%	$27.5B0.0%
Price / earnings	26.7×-6.4×	33.1×+1.2×	32×+6.6×	25.3×+2.9×	22.4×-0.7×
Price / sales	1.3×-0.4×	1.7×0.0×	1.7×-0.3×	2×+0.2×	1.8×-0.1×
Price / book	4.2×-1.1×	5.3×+0.1×	5.3×-0.3×	5.6×-2.2×	7.8×-0.5×
EV / EBITDA	14×-3.0×	17×-0.3×	17.3×+3.4×	13.8×+0.5×	13.4×-0.5×
EV / sales	1.6×-0.4×	1.9×-0.1×	2×-0.1×	2.1×0.0×	2.1×-0.1×
Earnings yield	3.7%+0.7pp	3%-0.1pp	3.1%-0.8pp	3.9%-0.5pp	4.5%+0.1pp
Dividend yield	0.4%+0.1pp	0.3%0.0pp	0.3%0.0pp	0.3%0.0pp	0.4%0.0pp

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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.