Freedom Trail Wealth at Dove Mountain offers financial planning and investment management services, including lifetime income planning, retirement strategies, and legacy planning.

Freedom Trail Wealth at Dove Mountain

Linum Consult provides international project solutions and recruitment services to global organizations, government entities, and contractors. They specialize in Construction & Engineering, Energy & Renewables, and Mining & Machine Parts.

Linum Consult

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 financial institutions in the United States. Its brokerage offerings include variable and fixed annuities, mutual funds, equities, retirement and education savings plans, fixed income, and insurance, as well as alternative investments, such as non-traded real estate investment trusts and auction rate notes. The company also provides advisory 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 programs; 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 to trusts 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.

LPL Financial Holdings Inc.

The Charles Schwab Corporation, together with its subsidiaries, provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. The company operates in two segments, Investor Services and Advisor Services. The Investor Services segment provides retail brokerage, investment advisory, banking and trust, retirement plan, and other corporate brokerage services; equity compensation plan sponsors full-service recordkeeping for stock plans, stock options, restricted stock, performance shares, and stock appreciation rights; and retail investor and mutual fund clearing services, as well as compliance solutions. The Advisor Services segment offers custodial, trading, banking, and support services; and retirement business and corporate brokerage retirement services. This segment provides brokerage accounts with equity and fixed income, margin lending, options, and futures and forex trading; cash management capabilities comprising third-party certificates of deposit; third-party and proprietary mutual funds; plus mutual fund trading and clearing services; and exchange-traded funds (ETFs), including proprietary and third-party ETFs. It also offers advice solutions, such as managed portfolios of proprietary and third-party mutual funds and ETFs, separately managed accounts, customized personal advice for tailored portfolios, and specialized planning and portfolio management. In addition, this segment provides banking products and services, including checking and savings accounts, first lien residential real estate mortgage loans, home equity lines of credit, and pledged asset lines; and trust services comprising trust custody services, personal trust reporting services, and administrative trustee services. As of December 31, 2021, the Company had approximately 400 domestic branch offices in 48 states and the District of Columbia, as well as locations in Puerto Rico, the United Kingdom, Hong Kong, and Singapore. The Charles Schwab Corporation was incorporated in 1971 and is headquartered in Westlake, Texas.

Metric
Company Name	Freedom Trail Wealth at Dove Mountain	Linum Consult	LPL Financial Holdings Inc.	The Charles Schwab Corporation
Symbol			LPLA	SCHW
MSH ID	COM:FREEDOMTRAILWEALTH	COM:LINUMCONSULT	COM:LPL	COM:SCHWAB
Market	PRIVATE	PRIVATE	STOCKS	STOCKS
Sector	Financial Services & Finance	Commercial & Professional Services	Financial Services	Financial Services
Industry	Investment Advisory	Recruitment & Consulting	Financial - Capital Markets	Financial - Capital Markets
Country	US	GB	US	US
Stage
Employee Count			8.72K	32.60K
Website	freedomtrailwealth.com	linumconsult.com	lpl.com	schwab.com
LinkedIn				charles-schwab
Founders

Metric
Market Cap	20.39B	132.64B
Enterprise Value
Monthly Web Traffic
Web Traffic Growth
Valuation
Raised Capital

Metric
Revenue	10.05B	9.43B
Revenue (LTM)
Revenue (NTM)
Gross Profit	3.68B	800M
EBITDA	2.03B	498M
Operating Income	1.68B	-3.96B
Net Income	1.07B	5.07B
EPS	13.88	2.78
Diluted EPS	13.69	2.77
Revenue 2022
Revenue 2023
Revenue 2024
Revenue 2025
Revenue 2026

Metric
Revenue Growth (LTM)
Revenue Growth (NTM)
Gross Profit Growth (LTM)
EBITDA Growth (LTM)
Net Income Growth (LTM)
14-Day Growth Score
28-Day Growth Score
90-Day Growth Score
365-Day Growth Score

Metric
Gross Profit Margin	0.42	0.66
Operating Profit Margin	0.23	0.27
EBITDA Margin	0.20	0.05
Net Profit Margin	0.15	0.46
Return on Equity	0.50	0.13
Return on Assets	0.10	0.01
Return on Capital Employed	0.24	0.01

FREE

COM:FREEDOMTRAILWEALTH

Freedom Trail Wealth at Dove Mountain

Company Overview

Market Metrics

Financial Performance

Growth Metrics

Profitability Ratios

Valuation Multiples

Operational Metrics

Cash Flow Metrics

Balance Sheet Metrics

Efficiency Metrics

Metric
P/E Ratio	16.27	22.51
P/B Ratio	9.09	55.60
Revenue Multiple (LTM)
Revenue Multiple (NTM)
EBITDA Multiple (LTM)
EBITDA Multiple (NTM)
Price to Sales Ratio	2.81	11.56
EV Multiple	9.67	23.84

Metric
Days Sales Outstanding	184.03
Days Payables Outstanding	219.89
Days Inventory Outstanding
Operating Cycle	147.23	1.63K
Cash Conversion Cycle	127.79	1.22K
Asset Turnover	0.95	0.05

Metric
Operating Cash Flow	512.61M	-4.17B
Free Cash Flow	109.33M	-4.87B
Cash Flow to Debt	0.30	0.23
Operating Cash Flow/Sales	0.13	0.81
Free Cash Flow Yield	-0.01	0.04

Metric
Cash & Equivalents	2.58B	43.34B
Accounts Receivable	-28.07M	-2.13B
Inventory
Goodwill	1.86B	11.95B
Debt to Capitalization	0.65	0.59
Debt to Assets	0.33	0.08
Current Ratio	1.85	8.31
Quick Ratio	9.35	1.49K

Metric
Rule of 40 (LTM)
Rule of 40 (NTM)
Stock Comp to Revenue	0.01	0.01
R&D to Revenue
SG&A to Revenue	0.15	0.40