LPLA — Stock Film
STOCK FILMSCENE 1/11LPLA · $354
Stock Expert AI presents
LPLA
LPL Financial Holdings Inc
~5 min film100% real numbersplain English
WHAT DOES THIS COMPANY DO?
LPL Financial Holdings Inc. What it actually does.

Provides an integrated platform of brokerage services. Offers investment advisory services to independent financial advisors. Now — the numbers.

on the stock market since 2010
10K employees
$28B market value
WHERE DOES THE MONEY COME FROM?
50%Asset-based Revenue
Asset-based RevenueMoney Market Cash Sweep Revenue 26%Recordkeeping Revenues 13%Sponsorship Programs 12%
50% of all revenue comes from a single line: Asset-based Revenue.

The biggest line carries real weight, but it doesn’t decide everything on its own.

Revenue last year:
$17B
The net profit left over:
$863M
Out of every $100 of revenue, $5 stays as net profit.
THE SLICE THAT TURNS INTO PROFIT: 5%

This is an established company with proven profits.

THE SALES TREND
Sales are growing, year after year.

Average growth of 22% a year over the last 4 years. Every year shown ended in profit.

$7.7B
2021
2022
2023
2024
$17B
2025
Every quarter, analysts set a profit bar.
How many of the last 8 did the company clear?
8 / 8
EXPECTATIONS MET OR BEATEN
8
Oct 2024
Jul 2026
8 TIMES IN THE LAST 8 QUARTERS
It clears the bar, quarter after quarter.
THE PRICE TAG
MARKET VALUE / ANNUAL PROFIT
32.8×

The market pays 32.8× for every dollar this company earns in a year — a price that already assumes things go well.

Against companies in its own sector, it looks cheaper than 10% of them.

Analysts' average target sits 14% above today's price.

THE FIVE-YEAR JOURNEY
Trading below its recent peak.

The stock trades below its recent peak — about 11% off the top. A pullback, not a collapse.

1
THE BRIGHT SIDE · 1/3
Sales keep climbing

Over the last 4 years, sales grew about 22% a year on average.

2
THE BRIGHT SIDE · 2/3
Delivers on expectations

It met or beat analyst expectations in 8 of the last 8 quarters — consistency is a promise kept.

3
THE BRIGHT SIDE · 3/3
Pays a steady dividend

It pays out $1.20 per share each year — regular cash for whoever holds the stock.

1
THE RISKS · 1/3
A rich price tag

The company’s market value is 33 times its annual profit. Even a small disappointment could hit the price hard.

2
THE RISKS · 2/3
The price runs ahead of the earnings

Today’s price already includes part of tomorrow’s optimism. Report-card grade: 10/100.

3
THE RISKS · 3/3
A thin financial cushion

The balance sheet offers little cushion against a rough stretch. Report-card grade: 36/100.

FINALE · THE GRADE
C
41 / 100 · MoonshotScore

On our five-subject report card, LPLA sits behind the class. A low grade doesn’t mean “doomed” — it means “big claim, small proof.”

The takeaway: LPLA does earn real profits — but on our report card it still sits behind its class. The real debate isn’t the quality of the business — it’s whether the price paid for the stock is too high.

The total grade weighs these five subjects against the sector — it isn’t a simple average of the five.

What would you like to do next?
Open the stock page →
This was a film — not investment advice.
Data: FMP & company filings
Sep 11, 2026 · stockexpertai.com · Stock Film