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Return on assets at other companies

Charles Schwab Corporation logo
Charles Schwab CorporationSCHW
2%+0.6pp
Raymond James Financial logo
Raymond James FinancialRJF
2.5%-0.2pp
Ameriprise Financial logo
Ameriprise FinancialAMP
2.1%+0.5pp
T Rowe Price Group logo
T Rowe Price GroupTROW
14.8%-0.3pp
BEN
Franklin ResourcesBEN
2.2%+0.7pp
Northern Trust logo
Northern TrustNTRS
1.1%-0.3pp

Other financials

Income statement

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Revenue$4.9B+34.6%
Net income$356.4M+11.9%
EPS (diluted)$4.43+4.5%

Balance sheet

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Cash & equivalents$2.9B+1.8%
Total debt$7.4B+24.4%
Total equity$5.7B+82.0%
Total assets$18.8B+34.9%

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$24.35B-1.3%
Enterprise value$28.86B+4.0%
P/E27×+4.4×
P/S1.3×-0.5×

Profitability

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Net margin4.9%-3.3pp

Returns & leverage

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Return on equity20.5%-19.9pp
Debt / equity1.3×-0.6×

Where this comes from

Calculated from LPL Financial Holdings’s reported figures.

Based on trailing twelve months.

The official record: LPL Financial Holdings’s 10-Q, filed May 4, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is LPL Financial Holdings's return on assets?
LPL Financial Holdings (LPLA) reported return on assets of 5.5% in Q1 2026.
How has LPL Financial Holdings's return on assets changed year-over-year?
LPL Financial Holdings's return on assets decreased by 37.0% year-over-year, from 8.7% to 5.5%.
What is the long-term trend for LPL Financial Holdings's return on assets?
Over 4 years (2021 to 2025), LPL Financial Holdings's return on assets has grown at a 0.2% compound annual growth rate (CAGR), from 27.2% to 27.4%.
What does return on assets mean?
How much profit the company squeezes out of everything it owns.
How do you interpret return on assets?
Higher means more productive assets. Unlike ROE, it is unaffected by leverage, so a wide ROE-minus-ROA gap flags a heavily levered balance sheet.
How does return on assets compare across companies?
Best compared within an industry — asset intensity varies enormously across sectors. Not meaningful for banks, whose assets are largely financial.