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Stock Research: LPL Financial

Independent stock analysis through peer comparison: Get the 360° View as an objective basis for stock decision-making and explore the detailed ranks.

LPL Financial

NSQ:LPLA US50212V1008
83
  • Value
    60
  • Growth
    49
  • Safety
    Safety
    64
  • Combined
    68
  • Sentiment
    91
  • 360° View
    360° View
    83
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Company Description

LPL Financial Holdings Inc. is an independent broker-dealer and investment advisory firm. It operates in the financial services industry, offering brokerage and advisory services. It operates in the United States. In the last fiscal year, the company had a market cap of $29,719 million, profits of $12,257 million, revenue of $12,385 million, and 9000 employees.

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ANALYSIS: With an Obermatt 360° View of 86 (better than 86% compared with alternatives) for 2026, overall professional sentiment and financial characteristics for the stock LPL Financial are very positive. The 360° View is based on consolidating four consolidated indicators, with half of the indicators below and half above average for LPL Financial. The consolidated Value Rank has an attractive rank of 59, which means that the share price of LPL Financial is on the lower side compared with typical size in indicators such as revenues, profits, and invested capital. This means the stock price is lower than for 59% of alternative stocks in the same industry. The company is also safely financed with a Safety rank of 61. In addition, professional market sentiment is above average compared with other stock investment alternatives with a Sentiment Rank of 91. But the consolidated Growth Rank has a low rank of 49, which means that the company is below average in terms of growth and momentum when looking at financial metrics such as revenue, profit, and invested capital growth as well as stock returns. 51 of its competitors have better growth. ...read more

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Strongest Rank Stock Returns
Weakest Rank Sentiment
Country USA
Industry Investment Banking & Brokerage
Size X-Large
Website lplfinancial.lpl.com
Index
NASDAQ
D.J. US Investing
LPL Financial stock price by TradingView. Not sourced by Obermatt.
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The higher the 360° View, the better the stock performed against its peers, considering all metrics. The 360° View represents an average of the other 5 ranks and is then scaled to a rank from 1 to 100. The shaded values are illustrative only.
Last update: 8-Jun-2026.

Make Sense of the Ranks

The higher, the better. For every stock, we judge its performance against its peers and rank it on a scale of 1 to 100. These ranks are percentiles: a rank of 75 means the company outperforms 75% of its peers in that specific area. The higher the rank, the better the stock stacks up against its peers.

Value
Identifies how good a value the stock is.
Good Value Expensive
Combined
Consolidated view across Value, Growth, and Safety.
Good Tread Carefully
Growth
Shows a company's growth potential.
High Growth Tough Times
Sentiment
Shows what the market thinks of a stock.
Positive Sentiment Skepticism
Safety
Safety
Assesses how financially secure a company is.
Well-Financed High Leverage
360° View
360° View
Holistic stock analysis: all key non-/financial metrics
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Detailed and Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history. Unlock the analysis.

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Metrics Current 2025 2024 2023
Value
60 19 37 21
Growth
49 95 73 93
Safety
Safety
64 31 35 20
Sentiment
91 55 69 100
360° View
360° View
83 44 60 77
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Metrics Current 2025 2024 2023
Analyst Opinions
61 91 74 85
Opinions Change
50 75 43 61
Pro Holdings
n/a 46 50 97
Market Pulse
72 28 68 100
Sentiment
91 55 69 100
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Metrics Current 2025 2024 2023
Value
60 19 37 21
Growth
49 95 73 93
Safety Safety
64 31 35 20
Combined
68 47 44 34
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Metrics Current 2025 2024 2023
Price vs. Sales (P/S)
91 85 89 87
Price vs. Earnings (P/E)
50 43 52 28
Price vs. Book (P/B)
30 10 14 13
Dividend Yield
45 7 14 11
Value
60 19 37 21
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Metrics Current 2025 2024 2023
Revenue Growth
71 88 64 94
Profit Growth
78 80 88 21
Capital Growth
51 76 44 63
Stock Returns
17 69 35 89
Growth
49 95 73 93
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Metrics Current 2025 2024 2023
Leverage
43 30 31 29
Refinancing
47 55 41 45
Liquidity
71 42 55 36
Safety Safety
64 31 35 20

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Frequently Asked
Questions

The stock offers good value, safe financing, and positive sentiment. However, it has below-average growth expectations. It is well-suited for conservative buy-and-hold investors who prioritize stability and low valuation over growth.

Obermatt provides unbiased stock analysis as a completely independent third party. We have no conflicts of interest with individual stock titles. Our data-driven analysis is based on algorithms honed over twelve years, giving you analysis that is free from personal bias and conflicts of interest.

The 360° View Rank indicates a company's overall performance across all major financial and non-financial metrics tracked by Obermatt. A 360° View Rank of 75 means the company is more well-rounded than 75% of similar companies. A high score indicates that the company is strong across the board; it is attractively priced, growing sustainably, financially stable, and well-regarded by the market. Learn more.

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