LPLA PEER ANALYSIS

LPL Financial Holdings Inc — metric-by-metric comparison with peers and the industry median

LPLALPL Financial Holdings Inc

🇺🇸 USA · NASDAQ · Financial Services · Capital Markets

Value it Duel

Overall Profile & Returns

· Capital Markets

Position Within Industry

0 = weak quartile, 100 = strong quartile

LPLAIndustry median

Scores normalize each metric against industry quartiles (p25–p75); direction is inverted for lower-is-better metrics.

Return Comparison

1-Year

Split-adjusted

Year-to-Date (YTD)

Key Metric Comparison

P/E

Lower is better

ROE

Higher is better

Net Margin

Higher is better

Revenue Growth

Higher is better

All Metrics

Valuation
Metric	LPLA	SOL	CPU	MQG	HUB	TERA	Ind. Median
P/E	27.47	—	26.24	20.28	65.30	2.15●	18.95
P/B	4.35	1.21●	7.01	2.72	12.68	1.74	2.75
EV/EBITDA	12.92	—	18.20	16.74	39.83	0.62●	10.76
P/S	—	—	—	—	—	—	—

Financial Health
Metric	LPLA	SOL	CPU	MQG	HUB	TERA	Ind. Median
Current Ratio	24.24●	4.83	2.78	1.70	5.89	1.55	1.61
Debt/Equity	138.8%	9.6%●	73.6%	485.6%	17.0%	26.2%	67.0%
NetDebt/EBITDA	2.17	—	0.47	3.51	0.21	-1.37●	-0.02

Profitability
Metric	LPLA	SOL	CPU	MQG	HUB	TERA	Ind. Median
Net Margin	4.9%	—	18.8%	13.4%	23.2%●	10.8%	9.1%
ROE	20.5%	—	19.1%	13.6%	19.7%	138.1%●	19.1%
ROA	5.5%	—	7.7%	1.0%	15.8%	45.1%●	4.4%
EBITDA Margin	—	—	—	—	—	—	—

Growth + Dividend
Metric	LPLA	SOL	CPU	MQG	HUB	TERA	Ind. Median
Rev. Growth	—	—	—	—	—	—	—
NI Growth	-17.2%	—	-27.1%	30.5%	80.4%	421.8%●	36.9%
Div. Yield	0.4%	2.4%	1.8%	2.7%●	0.9%	0.0%	1.2%
Payout	10.7%	—	55.4%	48.5%	43.0%	0.0%	23.1%

Valuation
Metric	LPLA	TW	EVR	IBKR	JEF	SNEX	Ind. Median
P/E	27.47	24.59	19.43	40.85	14.24●	21.40	18.95
P/B	4.35	3.23	8.15	7.59	1.11●	3.67	2.75
EV/EBITDA	12.92	13.01	13.17	-1.71●	—	10.87	10.76
P/S	—	—	—	—	—	—	—

Financial Health
Metric	LPLA	TW	EVR	IBKR	JEF	SNEX	Ind. Median
Current Ratio	24.24	3.64	7.85	16,927.92●	—	0.88	1.61
Debt/Equity	138.8%	2.2%	61.6%	0.2%●	—	715.7%	67.0%
NetDebt/EBITDA	2.17	-1.19	-0.75	-6.21●	—	6.90	-0.02

Profitability
Metric	LPLA	TW	EVR	IBKR	JEF	SNEX	Ind. Median
Net Margin	4.9%	40.3%●	16.3%	9.8%	7.6%	0.3%	9.1%
ROE	20.5%	13.8%	45.4%●	9.0%	8.6%	20.2%	19.1%
ROA	5.5%	11.1%	19.7%●	0.6%	1.2%	1.1%	4.4%
EBITDA Margin	—	—	—	—	—	—	—

Growth + Dividend
Metric	LPLA	TW	EVR	IBKR	JEF	SNEX	Ind. Median
Rev. Growth	—	—	—	—	—	—	—
NI Growth	-17.2%	66.1%	70.2%●	30.9%	35.5%	56.5%	36.9%
Div. Yield	0.4%	0.5%	1.0%	0.3%	2.4%●	—	1.2%
Payout	10.7%	12.3%	19.8%	13.8%	31.2%	—	23.1%

The green dot marks the best value in the group given the metric direction (higher/lower is better). All metrics use trailing-twelve-month (TTM) data.

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Data on this page refreshes once per day. Price data as of Jul 7, 26. This content is for informational purposes only and is not investment advice.