LPL Financial Holdings Inc.
PosiFunda Ratios Only on PositoAI
PositoAI's own ratios from LPL Financial Holdings Inc.'s yearly results (2022–2025), compared with Financial Services companies in United States. Tap ? on any ratio for what it means.
What stands out
- Tangible Net Worth Ratio: Goodwill and other intangibles are larger than its whole net worth, so its tangible net worth is negative. Less tangible than 91% of Financial Services companies in United States.
- Tangible Assets Ratio: Of every $100 the company owns, $68 is in tangible assets such as plants, cash, stock and receivables; the rest is goodwill and other intangibles. Less tangible than 89% of Financial Services companies in United States.
Cash quality
Profit Cash Ratio
—Not applicable for banks
Deposits and loans are a bank's raw material, so cash-flow and debt figures mean something different for banks.
Self-Funding Ratio
—Not applicable for banks
Deposits and loans are a bank's raw material, so cash-flow and debt figures mean something different for banks.
Cash Locked Ratio
—Not applicable for banks
Deposits and loans are a bank's raw material, so cash-flow and debt figures mean something different for banks.
Growth quality
Steadiness Ratio
3/3 · 1/3Sales grew in 3 of the last 3 years; profit grew in 1 of 3.
Steadier than 53% of Financial Services companies in United States.
Growth Efficiency Ratio
$0Sales grew 98% in 3 years; of every extra $100 of sales, $0 became extra profit.
Lower than 76% of Financial Services companies in United States.
Asset Productivity Ratio
+98% / +95%In 3 years sales changed by +98% while total assets changed by +95%. Both moved at about the same pace.
Balance-sheet strength
Debt Due Cover Ratio
—Not applicable for banks
Deposits and loans are a bank's raw material, so cash-flow and debt figures mean something different for banks.
Cash Cushion Ratio
—Not applicable for banks
Deposits and loans are a bank's raw material, so cash-flow and debt figures mean something different for banks.
Tangible Assets Ratio
68%Of every $100 the company owns, $68 is in tangible assets such as plants, cash, stock and receivables; the rest is goodwill and other intangibles.
Less tangible than 89% of Financial Services companies in United States.
Tangible Net Worth Ratio
NegativeGoodwill and other intangibles are larger than its whole net worth, so its tangible net worth is negative.
Less tangible than 91% of Financial Services companies in United States.
Shareholders
Standard fundamentals
P/E, P/B, ROE, debt, growth and more (11)
LPL Financial Holdings Inc. owes $0.71 for every $1 it owns. Net profit fell 18% in the year to Dec 2025, and grew 1% a year on average over 3 years.
Compared with Financial Services companies in United States · latest annual results Dec 2025.
P/E ratio
25.4Investors pay $25.4 for every $1 of LPL Financial Holdings Inc.'s yearly profit, higher than 83% of Financial Services companies in United States.
P/B ratio
4.36The share price is 4.36 times LPL Financial Holdings Inc.'s book value per share, higher than 92% of Financial Services companies in United States.
Market cap
$25.1 BThe total market value of all of LPL Financial Holdings Inc.'s shares at today's price (share price × number of shares), larger than 93% of Financial Services companies in United States. PosiCap size class: Tito Cap.
Net worth (book value)
$5.8 BWhat LPL Financial Holdings Inc. would have left on paper if it sold everything it owns and paid everything it owes, from its latest balance sheet (30 Jun 2026).
Book value per share
$73.11Net worth divided by the number of shares. The share price of $318.85 is 4.4 times this, which is the P/B above.
Return on equity (ROE)
18.6%LPL Financial Holdings Inc. earned 18.6% on its shareholders' money over the last year, higher than 84% of Financial Services companies in United States.
Owes vs Owns
0.71×LPL Financial Holdings Inc. owes $0.71 for every $1 it owns (moderate), lower than 60% of Financial Services companies in United States. Banks and lenders usually show higher figures.
Dividend yield
0.37%LPL Financial Holdings Inc. pays 0.37% of its share price as dividends a year, lower than 97% of dividend-paying Financial Services companies in United States.
Revenue growth
+37%Revenue rose 37% in the year to Dec 2025, and grew 25% a year on average over 3 years.
Profit growth
-18%Net profit fell 18% in the year to Dec 2025, and grew 1% a year on average over 3 years.
Profit margin
5.1%LPL Financial Holdings Inc. keeps $5 of every $100 of revenue as net profit.
Questions
What is LPL Financial Holdings Inc.'s P/E ratio?
Investors pay $25.4 for every $1 of LPL Financial Holdings Inc.'s yearly profit, higher than 83% of Financial Services companies in United States.
How is P/B calculated on PositoAI?
P/B is market cap divided by net worth from the latest balance sheet. For LPL Financial Holdings Inc.: $25.1 B ÷ $5.8 B (30 Jun 2026) = 4.4.
What is LPL Financial Holdings Inc.'s return on equity?
LPL Financial Holdings Inc. earned 18.6% on its shareholders' money over the last year, higher than 84% of Financial Services companies in United States.
How much does LPL Financial Holdings Inc. owe compared with what it owns?
LPL Financial Holdings Inc. owes $0.71 for every $1 it owns (moderate), lower than 60% of Financial Services companies in United States. Banks and lenders usually show higher figures.
Does LPL Financial Holdings Inc. pay a dividend?
Yes. LPL Financial Holdings Inc. pays 0.37% of its share price as dividends a year, lower than 97% of dividend-paying Financial Services companies in United States.
Is LPL Financial Holdings Inc.'s revenue growing?
Revenue rose 37% in the year to Dec 2025, and grew 25% a year on average over 3 years.
Figures from the company's yearly results and PositoAI's own data. Full tables are on the Go Deep tab. What each figure means. PositoAI is for research and education only and is not investment advice.