LPL Financial Holdings Inc.
LPLA scores 58.1 on the Conservative profile, blending a fundamental score (80% weight, emphasizing quality and stability (84% of fundamental weight)) with a machine-learning signal (20% weight) trained on 82 features across 30 years of data.
Moderate penalties (-4.4 points) reflect identified risk factors. The overall score balances these against the stock's fundamental strengths.
These features are direct inputs to the machine learning model. The model was trained on these signals alongside 100 features (including 12 momentum/technical indicators) to produce the ML percentile score.
| Stock | Score | P/E | Rev Growth | Margin | Mkt Cap |
|---|---|---|---|---|---|
| LPLA | 58.1 | 30.7 | 23.2% | 8.5% | $26.8B |
| CME | 84.9 | 27.2 | 9.9% | 57.5% | $109.0B |
| CINF | 82.3 | 10.7 | 11.4% | 18.9% | $25.4B |
| ACT | 82.0 | 8.9 | 2.4% | 54.6% | $6.0B |
| SEIC | 80.9 | 14.0 | 10.7% | 27.3% | $9.6B |
| TROW | 79.3 | 10.1 | 3.1% | 28.5% | $20.5B |
| FHB | 78.3 | 11.8 | 3.2% | 24.2% | $3.3B |
| MCHB | 77.7 | 0.0 | 123.7% | 23.2% | $3.4B |
| TRMK | 75.6 | 11.9 | 34.8% | 19.3% | $2.7B |
| BCAL | 74.3 | 9.9 | 26.2% | 27.1% | $613M |
| NMIH | 73.9 | 7.7 | 8.4% | 55.1% | $3.0B |
| FFIN | 73.2 | 18.8 | 11.7% | 30.7% | $4.8B |
| TW | 73.1 | 30.0 | 18.9% | 39.6% | $24.8B |
| VCTR | 73.1 | 18.3 | 8.8% | 32.3% | $4.9B |
| VLY | 72.4 | 12.5 | -2.2% | 17.1% | $7.5B |
| QQQX | 72.3 | 10.4 | 48.6% | 257.3% | $1.4B |
| Sector Average | 45.8 | 49.4 | 13.4% | -2.8% | â |
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 financial institutions in the United States. Its brokerage offerings include variable and fixed annuities, mutual funds, equities, retirement and education savings plans, fixed income, and insurance, as well as alternative investments, such as non-traded real estate investment trusts and auction rate notes. The company also provides advisory platforms that provide access to mutual funds, exchange-traded funds, stocks, bonds, certain option strategies, unit investment trusts, and institutional money managers and no-load multi-manager variable annuities. In addition, it offers money market programs; and retirement solutions for commission-and fee-based services that allow advisors to provide brokerage services, consultation, and advice to retirement plan sponsors. Further, the company provides other services comprising tools and services that enable advisors to maintain and grow their practices; trust, investment management oversight, and custodial services to trusts for estates and families, as well as insurance brokerage general agency services; and technology products, such as 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.
Stock is in a downtrend below the 200-day moving average. Price is below both the 50-day and 200-day SMAs, indicating sustained selling pressure.
| Metric | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 |
|---|---|---|---|---|
| Revenue | $4.9B | $4.6B | $3.8B | $3.7B |
| Gross Profit | $1.2B | $898M | $989M | $966M |
| Operating Income | $582M | $72M | $474M | $503M |
| Net Income | $301M | $-30M | $273M | $319M |
| EPS (Diluted) | $3.74 | $-0.37 | $3.40 | $4.24 |
| Gross Margin | 23.7% | 19.7% | 25.8% | 26.3% |
| Operating Margin | 11.8% | 1.6% | 12.4% | 13.7% |
| Net Margin | 6.1% | -0.6% | 7.1% | 8.7% |
| Year | Low | High | Range | Status |
|---|---|---|---|---|
| 2021 | $127.03 | $176.96 | 32.8% | Moderate |
| 2022 | $140.65 | $271.56 | 63.5% | Wide |
| 2023 | $179.00 | $257.65 | 36% | Wide |
| 2024 | $187.19 | $336.40 | 57% | Wide |
| 2025 | $262.83 | $403.58 | 42.2% | Wide |
Growth estimates have been dampened based on technical and fundamental signals. This is a post-hoc adjustment to prevent overly optimistic projections for stocks showing declining momentum or deteriorating fundamentals.
Scores are generated by a multi-stage ML pipeline combining fundamental analysis, ensemble predictions, and structural risk signals. All data is for research purposes only and does not constitute financial advice. Past performance does not guarantee future results.