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.

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

Intrua Financial provides wealth management and financial advisory services, offering comprehensive financial strategies and investment services to clients from their Houston, Texas location.

Intrua Financial

Independence Wealth Advisors is an independent financial firm offering a full range of investment and financial services, including retirement planning, asset management, tax planning, long-term care, life insurance, and estate planning.

Independence Wealth Advisors

LPL Financial provides investment and wealth management services.

Metric
Company Name	LPL Financial Holdings Inc.	Freedom Trail Wealth at Dove Mountain	Intrua Financial	Independence Wealth Advisors
Symbol	LPLA
MSH ID	COM:LPL	COM:FREEDOMTRAILWEALTH	COM:INTRUA	COM:IWADIRECT
Market	STOCKS	PRIVATE	PRIVATE	PRIVATE
Sector	Financial Services	Financial Services & Finance	Financial Services & Finance	Financial Services & Finance
Industry	Financial - Capital Markets	Investment Advisory	Wealth Management & Financial Advisory	Investment Management
Country	US	US	US	US
Stage
Employee Count	8.72K			1
Website	lpl.com	freedomtrailwealth.com	intrua.com	iwadirect.com
LinkedIn
Founders

Metric
Market Cap	20.39B
Enterprise Value
Monthly Web Traffic		309
Web Traffic Growth		5.31
Valuation
Raised Capital

Metric
Revenue	10.05B
Revenue (LTM)
Revenue (NTM)
Gross Profit	3.68B
EBITDA	2.03B
Operating Income	1.68B
Net Income	1.07B
EPS	13.88
Diluted EPS	13.69
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
Operating Profit Margin	0.23
EBITDA Margin	0.20
Net Profit Margin	0.15
Return on Equity	0.50
Return on Assets	0.10
Return on Capital Employed	0.24

COM:LPL

LPL Financial

Last Close

323.24

22/11 21:00

Market Cap

20.39B

Beta: -

Volume Today

520.68K

Avg: -

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
P/B Ratio	9.09
Revenue Multiple (LTM)
Revenue Multiple (NTM)
EBITDA Multiple (LTM)
EBITDA Multiple (NTM)
Price to Sales Ratio	2.81
EV Multiple	9.67

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

Metric
Operating Cash Flow	512.61M
Free Cash Flow	109.33M
Cash Flow to Debt	0.30
Operating Cash Flow/Sales	0.13
Free Cash Flow Yield	-0.01

Metric
Cash & Equivalents	2.58B
Accounts Receivable	-28.07M
Inventory
Goodwill	1.86B
Debt to Capitalization	0.65
Debt to Assets	0.33
Current Ratio	1.85
Quick Ratio	9.35

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