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LPL Financial Holdings Inc (NASDAQ:LPLA)
370.35 USD
+5.980 1.641%Sponsored Reports
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| Previous Close (in USD) | 364.37 |
|---|---|
| Change | +5.980 1.641% |
| 52 W H/L (in USD) | 286.060/189.191 |
| EBITDA (in USD) | 2047.541M |
| PE Ratio | 21.40 |
| Volume | 276933 |
| Diluted Eps TTM | 13.22 |
| Total Assets (in USD) | 10385.48M |
|---|---|
| Total Liabilities (in USD) | 8306.501M |
| Revenue TTM (in USD) | 10467.609M |
| Cash (in USD) | 2581.163M |
| Market Cap (in USD) | 21,131.412 M |
| Revenue Per Share TTM | 138.168 |
| Gross Profit TTM (in USD) | 2389.799M |
Summary
Income Statement
Balance Sheet
Change in Cash
Operating Cash
Dividend Paid
LPL Financial Holdings Inc
LPL Financial Holdings Inc., together with its subsidiaries, provides an integrated platform of brokerage and investment advisory services to independent financial advisors and financial advisors at enterprises in the United States. Its brokerage offerings include variable and fixed annuities, mutual funds, equities, fixed income, alternative investments, retirement and 529 education savings plans, and insurance. The company also provides fee-based platforms that provide access to mutual funds, exchange-traded funds, stocks, bonds, certain option strategies, unit investment trusts, and institutional money managers and no-load multi-manager variable annuities. In addition, it offers money market products; and retirement solutions for commission-and fee-based services that allow advisors to provide brokerage services, consultation, and advice to retirement plan sponsors. Further, the company provides other services comprising tools and services that enable advisors to maintain and grow their practices; trust, investment management oversight, and custodial services for estates and families, as well as insurance brokerage general agency services; and technology products, such as proposal generation, investment analytics, and portfolio modeling. The company was formerly known as LPL Investment Holdings Inc. and changed its name to LPL Financial Holdings Inc. in June 2012. LPL Financial Holdings Inc. was founded in 1989 and is based in San Diego, California.
Employees: 8724
Key Executives
| Sr. No. | Name | Title | Year Born |
|---|---|---|---|
| 1. | Mr. Dan Hogan Arnold Jr., B.S., CPA, M.B.A. | Pres, CEO & Director | 1964 |
| 2. | Mr. Matthew Jon Audette B.S. | Chief Financial Officer | 1975 |
| 3. | Mr. Richard Steinmeier | MD & Divisional Pres of Bus. Devel. | 1974 |
| 4. | Mr. Dayton Semerjian | MD & Chief Customer Care Officer | 1965 |
| 5. | Ms. Judith Kohoskie Ricketts | Exec. VP of Operations | NA |
| 6. | Mr. Marc Andrew Zabicki C.F.A. | Chief Investment Officer | NA |
| 7. | Mr. Brent Blain Simonich | Exec. VP, Chief Accounting Officer & Treasurer | 1971 |
| 8. | Mr. Greg Gates | MD and Chief Technology & Information Officer | NA |
| 9. | Mr. Chris Koegel | Sr. VP of Investor Relations | NA |
| 10. | Ms. Michelle B. Oroschakoff | Chief Legal Officer, MD of Compliance and Legal & Risk | 1962 |
Peers
Sector: Financial Services
Industry: Capital Markets
| Company | Change (USD) | Price (USD) | Trailing PE(x) | Forward PE(x) | Price Sales TTM(x) | Price to Book Value(x) | Enterprise Value to Revenue(x) | Enterprise Value to EBITDA(x) |
|
MS
Morgan Stanley |
+1.900 1.360% | 140.25 | 16.500 | 13.755 | 2.802 | 1.654 | 0.000 | 0.000 |
|
CGXYY
China Galaxy Securities Co Ltd ADR |
0.000 0.000% | 26.5 | 144.440 | 86.207 | 4.246 | 7.959 | 0.000 | 0.000 |
|
SCHW
Charles Schwab Corp |
+1.160 1.297% | 89.54 | 22.860 | 17.391 | 6.141 | 4.278 | 0.000 | 0.000 |
|
GS
Goldman Sachs Group Inc |
+6.250 0.910% | 691 | 18.440 | 10.605 | 2.828 | 1.157 | 0.000 | 0.000 |
Income Statement
(Currency in USD)| Breakdown | 31-12-2022 | 31-12-2021 | 31-12-2020 | 31-12-2019 | 31-12-2018 |
|---|---|---|---|---|---|
| Income Before Tax | 1111.653M | 601.329M | 626.073M | 741.835M | 592.637M |
| Minority Interest | - | - | - | - | - |
| Net Income | 845.702M | 459.866M | 472.64M | 559.88M | 439.459M |
| Selling General Administrative | 820.736M | 741.003M | 609.257M | 556.128M | 506.65M |
| Gross Profit | 1950.648M | 1350.538M | 1097.472M | 1210.712M | 1054.496M |
| Reconciled Depreciation | 287.377M | 230.688M | 177.09M | 161.113M | 147.908M |
| Ebit | 1237.887M | 601.329M | 626.073M | 741.835M | 717.66M |
| Ebitda | 1525.264M | 832.017M | 803.163M | 902.948M | 865.568M |
| Depreciation And Amortization | 287.377M | 230.688M | 177.09M | 161.113M | 147.908M |
| Operating Income | 1237.887M | 601.329M | 626.073M | 741.835M | 717.66M |
| Other Operating Expenses | 1113.053M | -1748.974M | -1371.47M | -1300.389M | 1104.987M |
| Interest Expense | 126.234M | 104.414M | 105.765M | 130.001M | 125.023M |
| Tax Provision | 265.951M | 141.463M | 153.433M | 181.955M | 153.178M |
| Interest Income | 77.126M | 28.577M | 29.412M | 46.508M | 40.21M |
| Net Interest Income | -49.108M | -75.837M | -76.353M | -83.493M | -84.813M |
| Income Tax Expense | 265.951M | 141.463M | 153.433M | 181.955M | 153.178M |
| Total Revenue | 3063.701M | 2350.303M | 1997.543M | 2042.224M | 1822.647M |
| Total Operating Expenses | -712.761M | -1748.974M | -1371.47M | -1300.389M | -1104.987M |
| Cost Of Revenue | 1113.053M | 999.765M | 900.071M | 831.512M | 768.151M |
| Total Other Income Expense Net | -126.234M | -24.4M | 794.306M | 698.355M | -125.023M |
| Net Income From Continuing Ops | 845.702M | 459.866M | 472.64M | 559.88M | 439.459M |
| Net Income Applicable To Common Shares | 845.702M | 459.866M | 472.64M | 559.88M | 439.459M |
Balance Sheet
(Currency in USD)| Breakdown | 31-12-2023 | 31-12-2022 | 31-12-2021 | 31-12-2020 | 31-12-2019 |
|---|---|---|---|---|---|
| Total Assets | 10385.48M | 9482.226M | 7991.6M | 6523.571M | 5880.238M |
| Intangible Assets | 671.585M | 427.676M | 455.028M | 397.486M | 439.838M |
| Other Current Assets | -5442.824M | -1581.514M | 3169.134M | 2131.393M | -468.687M |
| Total Liab | 8306.501M | 7314.674M | 6321.067M | 5208.717M | 4856.365M |
| Total Stockholder Equity | 2078.979M | 2167.552M | 1670.533M | 1314.854M | 1023.873M |
| Other Current Liab | 331.968M | -596.382M | -160.926M | -771.297M | -82.842M |
| Common Stock | 0.13M | 0.13M | 0.129M | 0.127M | 0.126M |
| Capital Stock | 0.13M | 0.13M | 0.129M | 0.127M | 0.126M |
| Retained Earnings | 4085.114M | 3101.072M | 2327.602M | 1943.019M | 1554.567M |
| Good Will | 1856.648M | 1642.468M | 1642.443M | 1513.866M | 1503.648M |
| Other Assets | - | 4221.198M | 3427.975M | 2131.393M | 1742.339M |
| Cash | 2581.163M | 847.519M | 495.246M | 808.612M | 590.209M |
| Cash And Equivalents | - | - | - | - | - |
| Total Current Liabilities | 3288.231M | 596.382M | 644.144M | 771.297M | 694.971M |
| Current Deferred Revenue | 156.214M | 138.109M | 160.926M | 95.328M | 82.842M |
| Net Debt | 1152.948M | 1869.925M | 2318.798M | 1783.603M | 2059.101M |
| Short Term Debt | 47.91M | 458.273M | 90M | 675.969M | 45M |
| Short Long Term Debt | - | 0M | 90M | 0M | 45M |
| Short Long Term Debt Total | 3734.111M | 2717.444M | 2814.044M | 2592.215M | 2649.31M |
| Other Stockholder Equity | -2006.265M | -933.65M | -657.198M | -628.292M | -530.82M |
| Property Plant Equipment | - | 407.112M | 658.841M | 582.868M | 533.044M |
| Total Current Assets | 5615.863M | 2143.13M | 1758.121M | 1753.55M | 1500.639M |
| Long Term Investments | 268.442M | 52.61M | 49.192M | 42.487M | 58.253M |
| Short Term Investments | 91.311M | 52.61M | 49.192M | 14.747M | 31.021M |
| Net Receivables | 2861.661M | 1295.611M | 1262.875M | 944.938M | 910.43M |
| Long Term Debt | 3734.111M | 2717.444M | 2814.044M | 2345.414M | 2398.818M |
| Inventory | - | - | - | - | - |
| Accounts Payable | 2752.139M | 596.382M | 554.144M | 771.297M | 649.971M |
| Accumulated Other Comprehensive Income | 0M | - | - | - | -388.355M |
| Non Currrent Assets Other | 1049.532M | 115.79M | -5.648M | -24.112M | -2.098M |
| Non Current Assets Total | 4769.617M | 3117.898M | 2805.504M | 2638.628M | 2637.26M |
| Capital Lease Obligations | 228.942M | 230.94M | 236.371M | 246.801M | 250.492M |
| Long Term Debt Total | - | 2717.444M | 2814.044M | 2345.414M | 2398.818M |
Cash Flow
(Currency in USD)| Breakdown | 31-12-2022 | 31-12-2021 | 31-12-2020 | 31-12-2019 | 31-12-2018 |
|---|---|---|---|---|---|
| Investments | -5.936M | 3.259M | -1.411M | 1.255M | -1.137M |
| Total Cashflows From Investing Activities | -376.4M | -458.641M | -187.499M | -180.987M | -161.753M |
| Total Cash From Financing Activities | -504.271M | 278.837M | -275.186M | -533.225M | -483.363M |
| Net Income | 845.702M | 459.866M | 472.64M | 559.88M | 439.459M |
| Change In Cash | 1064.906M | 273.33M | 327.256M | -90.341M | -63.536M |
| Begin Period Cash Flow | 2072.364M | 1799.034M | 1471.778M | 1562.119M | 1625.655M |
| End Period Cash Flow | 3137.27M | 2072.364M | 1799.034M | 1471.778M | 1562.119M |
| Total Cash From Operating Activities | 1945.577M | 453.134M | 789.941M | 623.871M | 581.58M |
| Depreciation | 287.377M | 230.688M | 177.09M | 161.113M | 147.908M |
| Other Cashflows From Investing Activities | -63.868M | -245.913M | -30.556M | -25.853M | -27.928M |
| Dividends Paid | -79.833M | -80.095M | -79.097M | -82.597M | 88.36M |
| Change To Inventory | - | -310.202M | -128.858M | -242.431M | -114.272M |
| Sale Purchase Of Stock | -325.031M | -90.011M | -150.036M | -500.37M | -417.891M |
| Other Cashflows From Financing Activities | 816.701M | -45.1M | -19.42M | -23.478M | -4.843M |
| Capital Expenditures | 306.596M | 215.987M | 155.532M | 156.389M | 160.616M |
| Change In Working Capital | 638.407M | -480.78M | 18.259M | -206.978M | -120.393M |
| Other Non Cash Items | 214.832M | 180.721M | 111.661M | 95.607M | 87.198M |
| Free Cash Flow | 1638.981M | 237.147M | 634.409M | 467.482M | 420.964M |
Funds
| Sr. No. | Name | Purchased On | Shares |
|---|---|---|---|
| 1. | Vanguard Total Stock Mkt Idx Inv | 1 year ago | 2348702 |
| 2. | Vanguard Mid Cap Index Institutional | 1 year ago | 1620584 |
| 3. | VA CollegeAmerica Amcap 529A | 1 year ago | 1153259 |
| 4. | Capital Group AMCAP Composite | 1 year ago | 1153259 |
| 5. | Clarkston Capital SMID Composite | 1 year ago | 1139263 |
| 6. | Vanguard Institutional Extnd Mkt Idx Tr | 1 year ago | 1114930 |
| 7. | Janus Inst Mid Cap Growth CF | 1 year ago | 1107602 |
| 8. | Janus Henderson Enterprise D | 1 year ago | 1107602 |
| 9. | JHancock Disciplined Value Mid Cap I | 1 year ago | 856350 |
| 10. | Fidelity Advisor Growth Opps M | 1 year ago | 793800 |
| 11. | Vanguard Growth Index Investor | 1 year ago | 723774 |
| 12. | T. Rowe Price U.S. Large-Cap Core Tr-B | 1 year ago | 685326 |
| 13. | T. Rowe Price US Large-Cap Core | 1 year ago | 676455 |
| 14. | T. Rowe Price US Large-Cap Core Eq SMA | 1 year ago | 676455 |
| 15. | T. Rowe Price US Large-Cap Core Eq Comp | 1 year ago | 676455 |
| 16. | MFS Mid Cap Growth Equity | 1 year ago | 619988 |
| 17. | MFS Mid Cap Growth A | 1 year ago | 619988 |
| 18. | Eagle Mid-Cap Growth - Institutional | 1 year ago | 569432 |
| 19. | Vanguard Mid-Cap Growth ETF | 1 year ago | 531258 |
| 20. | State St Russell Sm/Mid Cp® Indx NL Cl C | 1 year ago | 465220 |
Institutions
| Sr. No. | Name | Purchased On | Shares |
|---|---|---|---|
| 1. | Vanguard Group Inc | 1 year ago | 7046946 |
| 2. | BlackRock Inc | 1 year ago | 5961459 |
| 3. | FMR Inc | 1 year ago | 2799190 |
| 4. | HHG PLC | 1 year ago | 2575715 |
| 5. | T. Rowe Price Associates, Inc. | 1 year ago | 2374801 |
| 6. | Kayne Anderson Rudnick Investment Management LLC | 1 year ago | 2356551 |
| 7. | State Street Corporation | 1 year ago | 1767737 |
| 8. | Boston Partners Global Investors, Inc | 1 year ago | 1765230 |
| 9. | WCM Investment Management | 1 year ago | 1697064 |
| 10. | Lone Pine Capital LLC | 1 year ago | 1685070 |
| 11. | Capital Research Global Investors | 1 year ago | 1597136 |
| 12. | Geode Capital Management, LLC | 1 year ago | 1351666 |
| 13. | Clarkston Capital Partners, LLC | 1 year ago | 1333373 |
| 14. | Samlyn Capital, LLC | 1 year ago | 1106080 |
| 15. | TD Asset Management Inc | 1 year ago | 1103655 |
| 16. | Bank of New York Mellon Corp | 1 year ago | 946859 |
| 17. | D. E. Shaw & Co LP | 1 year ago | 946039 |
| 18. | TD Global Investment Solutions – TD Epoch | 1 year ago | 927369 |
| 19. | JPMorgan Chase & Co | 1 year ago | 910261 |
| 20. | NORGES BANK | 1 year ago | 880842 |
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