Профиль компании · Financial Services

LPL Financial Holdings Inc

LPLA · США
Отрасль
Brokerage & Wealth Management
Биржа
США
Страна / Регион
USA
Дата IPO
18 ноября 2010 г.
Сотрудники
10 081
Сайт
www.lpl.com
Текущая цена
$331.98
В реальном времени · 5 октября 2026 г.
Цена покупки
≤ $240
Вход с запасом прочности
Балл роста Baillie
40/100
Слабоватый
Buffett Score
74/100
Сильный
Внутренняя стоимость · три уровня Текущая цена $331.98 Онлайн · В пределах справедливого диапазона внутренней стоимости

Сводный диапазон оценки · консервативный $210–$240 / справедливый $325–$420 / оптимистичный $550–$600. При $331.98, В пределах справедливого диапазона внутренней стоимости.

На момент публикации $332.26 (22 сентября 2026 г.)

Финансовый обзор
Капитализация24,92 млрд $
Выручка (TTM)19,2 млрд $
EBITDA2,11 млрд $
Чистая маржа5,24 %
ROE18,59 %
P/E (TTM)25,36
Прогнозный P/E10,88
PEG0,39
Прибыль на акцию12,48 $
Дивидендная доходность0,38 %
Диапазон за 52 недели259,94 $ – 399,03 $
Целевая цена аналитиков422,88 $
Рейтинг аналитиков4.2 / 5

Данные EODHD, показаны в валюте отчётности; только для справки, не является инвестиционной рекомендацией.

О компании

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 institutions in the United States. The company's brokerage offerings include variable and fixed annuities, mutual funds, equities, fixed income, alternative investments, retirement and 529 education savings plans, and insurance; and client cash programs consist of Federal Deposit Insurance Corporation (FDIC) insured bank sweep vehicles, and a client cash and money market account. It also provides fee-based platforms that provide access to mutual funds, exchange traded funds, stocks, bonds, certain options strategies, unit investment trusts, institutional money managers, and no-load multi-manager variable annuities. In addition, the company offers retirement solutions for commission and fee-based services that allow advisors to provide brokerage services, consultation, and advice to retirement plan sponsors. Further, it provides other services comprising tools and services that enable advisors to maintain and grow their practices; trust, investment management oversight, and custodial services for estates and families; an advisor-facing trading and portfolio rebalancing platform; insurance brokerage general agency services; and technology products, including 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.

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Аналитика по этой бумаге
40/100 Держать LPL Financial: 87% of Revenue Paid Back to Advisors, Only 16% of a $643.5bn Asset Increase Organic, and a Client-Cash Pool Worth a Quarter of Gross Profit LPL Financial is a US advisor-platform company supplying custody, clearing, supervision and technology to more than 32,000 advisors and about 1,100 financial institutions holding $2.563tn of client assets, and roughly 87% of advisory and commission revenue is paid straight back to those advisors, so Q2 2026's $5.19bn of revenue became $1.62bn of gross profit. Only about 16% of the $643.5bn year-on-year asset increase came from reported organic net new assets, with acquisitions supplying about 43% and markets about 42%, putting underlying compounding near 4% to 5% rather than the 34% headline, while client cash still contributes roughly a quarter of gross profit and 50 basis points of effective-yield compression is worth about $270m of annual pre-tax revenue. Rating Hold: at $332.26 the shares sit above the $265 to $300 conservative fair value with no margin of safety, and Commonwealth's Q4 2026 conversion is still underwritten at 90% retention against Atria's realized 82%. LPL Financial Holdings Inc.LPLA · СШАBrokerage & Wealth Management22 сентября 2026 г.