LPL FINANCIAL HOLDINGS INC (LPLA)

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Score: 93/100
Analysis based upon 7/22/2019 closing price.
Latest Close: $85.35 Market Cap ($ mil): $7,121 Sector: Financial Industry: Investment Services 52 Week High: $86.43 52 Week Low: $52.03 Relative Strength: 85 Twelve Minus One Return: 17.3%
PE Ratio: 15.1 Price/Sales: 1.3 Price/Book: 7.1 Price/Cash Flow: 10.9 EV/EBITDA: 8.65 Yield: 1.17% Shareholder Yield: 4.10% Value Composite Percentile: 33
Return on Equity: 49.7% Return on Tangible Capital: N/A Return on Invested Capital: 28.9% WACC: 7.2% Debt/Equity: 2.64 LT EPS Growth: 30.8% LT Sales Growth: 5.2% Quality Composite Percentile: 36
LPL Financial Holdings Inc. is a broker-dealer, a custodian for registered investment advisors and an independent consultant to retirement plans. The Company provides a platform of brokerage and investment advisory services to independent financial advisors, including financial advisors at financial institutions across the country. It also supported approximately 4,000 financial advisors, affiliated and licensed with insurance companies through customized clearing services, advisory platforms and technology solutions, as of December 31, 2016. Through its advisors, it is a distributor of financial products and services in the United States. It provides its technology and service to advisors through a technology platform that is server-based and Web-accessible. Its technology offerings are designed to permit its advisors to manage various aspects of their businesses. It automates time-consuming processes, such as account opening and management, document imaging and account rebalancing.

Report Card - P/E/Growth Investor

Guru Criteria: Peter Lynch  
P/E/GROWTH RATIO:PASS
SALES AND P/E RATIO:PASS
EPS GROWTH RATE:PASS
TOTAL DEBT/EQUITY RATIO:NEUTRAL
EQUITY/ASSETS RATIO:PASS
RETURN ON ASSETS:PASS
FREE CASH FLOW:NEUTRAL
NET CASH POSITION:NEUTRAL

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