Lucia Capital Group provides financial planning, investment management, and retirement income strategies. The services include risk management and wealth education, self-described as aiding clients in managing their financial future.

Lucia Capital Group

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.

Metric
Company Name	Lucia Capital Group	LPL Financial Holdings Inc.
Symbol		LPLA
MSH ID	COM:LUCIACAP	COM:LPL
Market	PRIVATE	STOCKS
Sector	Financial Services & Finance	Financial Services
Industry	Financial Planning and Investment Management	Financial - Capital Markets
Country	US	US
Stage
Employee Count		8.72K
Website	luciacap.com	lpl.com
LinkedIn
Founders

Metric
Market Cap		20.39B
Enterprise Value
Monthly Web Traffic
Web Traffic Growth
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:LUCIACAP

Lucia Capital Group

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