XNAS · Capital Markets
Last stored close · Nov 10, 2026
Close · Nov 10, 2026
$308.51+0.99%
Model Target
available with Pro
Implied upside
vs the model target
Valuation methods
the methods behind the target
TickerWhale Score
52/100
Moderate
Score components
TickerWhale View
LPL Financial Holdings scores 52 out of 100 overall, which we rate moderate. Quality & growth is its strongest area and Technical its weakest.
What helps
- Quality & growth
What to watch
- Technical
- Valuation
- Risk
Quality & growth
30%90Strong
- Revenue growth 38.6%
- EPS growth -14.3%
Valuation
25%42Weak
- P/E 24.5
- EV/Sales 1.5
LPL Financial is the largest US independent broker/dealer, with more than 32,000 financial advisors, roughly 11 million customer accounts, and roughly $2.4 trillion in client assets under management or advisory affiliated with its platform at the end of 2025. The firm earns the bulk of its profit from interest income earned on client cash balances and from advisory fees, commissions, and asset-based fees. LPL specializes in providing turnkey wealth management services for affiliated independent advisors, but maintains a diverse array of affiliation modalities, running the gamut from more traditional employee models to a pure RIA custody approach. It earns tuck-in revenue from recordkeeping fees and the provision of software tools and services to its advisor base.
#411 by market cap in our coverage · ~10,081 employees · Listed 2010-11-18 · www.lpl.com
Price history
Intraday to five-year windows are free with an account
Members switch between 1D, 1M, 6M, 1Y, 2Y and 5Y and see the live price. Signed out, this is the one-year stored series the technicals below are computed from.
Market intelligence
Peer position
#89 / 196sector rank by TickerWhale Score
TickerWhale Score 52 vs sector average 50.5 (+1.5)
Revenue growth (industry)Top 21%
Gross margin (industry)Top 14%
Return on equity (industry)Top 47%
P/E (industry)Pricier than 61%
Technical analysis
our read · what classic indicators sayTickerWhale technical read
23/100Weak vs universe
Ranks 23rd of 100 covered names on our technical composite — the composite itself scores 34/100 · 25% of the TickerWhale Score
Classic chart indicators
Buy
3 buy · 2 sell · 3 neutral of 8 votes
TickerWhale rates LPLA's technical setup weak — 23rd percentile of the covered universe. Classic chart indicators lean buy — they read this stock on its own over days, where our score ranks it against every covered name over months, so the two often part company.
Moving averages
2 / 9constructive
- vs 200-day-3.6%
- vs 50-day-4.1%
Momentum
Mixed
- RSI (14)49 · neutral
- Stochasticbuy
- CCIneutral
- Williams %Rneutral
Trend
Constructive
- ADX (14) trend strength24· trending
- MACD (12,26,9)buy(histogram 1.334)
How the classic verdict is reached
Moving averages (9) agree on sell — 2 buy vs 5 sell — and carry one vote between them.
Oscillators (7) vote individually: 3 buy · 1 sell · 3 neutral.
Result — 3 buy vs 2 sell of 8 votes = Buy. Neutral votes never decide the verdict.
Fundamentals & valuation
2026-11-10 · revised_latestValuation multiples
- P/E (TTM)24.5
- P/S (TTM)1.3
- P/B4.3
- EV/EBITDA—
- EV/Sales1.5
- PEG—
Profitability & returns
- Gross margin97.9%
- Net margin5.2%
- ROE17.6%
- Debt/Equity1.30
Growth
- Revenue growth (YoY)38.6%
- EPS growth (YoY)-14.3%
Green favourable · red stretched — multiples and D/E vs industry peers, margins and growth vs absolute thresholds.
Market capitalisation — $24.7B
Fundamentals history
Reported statement totals across recent periods.
Fundamentals are stored revised/latest (ADR-009): each period reflects the most recent vendor refresh, NOT point-in-time as-reported values. Do not use this series to claim what was known on a past date.
Model Target
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Peers
| Company | Score | Pulse | P/E | P/E fwd | P/B | EV/Sales | Price | Chg | Estimate | Upside | Rev. gr. |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPLACurrentLPL Financial Holdings | 52 | 34 | 24.5 | — | 4.3 | 1.5 | $308.51 | +0.99% | +38.6% | ||
| WTMWhite Mountains Insurance Group | 89 | 74 | 5.0 | — | 1.0 | 1.6 | $2,280.00 | +1.05% | +55.5% | ||
| JXNJackson Financial Inc - | 81 | 78 | 164.4 | — | 1.0 | 1.1 | $138.01 | +1.84% | +15.1% | ||
| ALLAllstate Corp (The) | 80 | 73 | 5.1 | — | 2.0 | 1.1 | $261.12 | +2.89% | +5.9% | ||
| FHIFederated Hermes Inc - | 79 | 81 | 12.0 | — | 3.8 | 2.5 | $65.53 | +0.89% | +15.0% | ||
| AMGAffiliated Managers Group | 76 | 81 | 12.6 | — | 3.6 | 5.9 | $401.32 | +4.74% | +11.8% |
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