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.

	FY'25	FY'24	FY'23	FY'22
Profitability
Net margin	26.6%-9.3pp	35.9%-11.0pp	46.9%+17.5pp	29.3%+2.6pp
Returns
Return on equity	112%-59.2pp	171.2%-48.9pp	220.1%+81.9pp	138.2%+3.2pp
Return on invested capital	82.1%-42.9pp	125%-58.4pp	183.4%+67.4pp	116%+25.9pp
Efficiency
Asset turnover	4.1×-0.1×	4.2×0.0×	4.2×0.0×	4.2×+0.1×
Leverage
Debt-to-equity	6.3×-1.0×	7.3×+0.9×	6.4×+0.3×	6.2×-1.2×
Net debt / EBITDA	7.1×+3.0×	4.1×+2.0×	2.1×0.0×	2.1×-2.9×
Per Share
Book value per share	$235.08+69.1%	$138.99+28.3%	$108.36+13.8%	$95.20+24.0%
Valuation
Market capitalization	$107.92B+31.0%	$82.36B+22.2%	$67.37B+5.3%	$64B+34.4%
Price / earnings	112.8×+31.7×	81.1×+20.7×	60.5×-48.0×	108.5×+4.6×
Price / sales	7.2×0.0×	7.3×+0.2×	7.1×-0.6×	7.7×+0.8×
Price / book	24×-7.6×	31.6×-0.2×	31.8×-1.3×	33.1×+2.7×
EV / EBITDA	61.5×+13.2×	48.2×+10.3×	37.9×-24.2×	62.1×+0.1×
Dividend yield	1.4%-0.4pp	1.8%-0.3pp	2.1%+0.1pp	2%-0.7pp

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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.