LPLA — Stock Film
STOCK FILMSCENE 1/11LPLA · $298
Stock Expert AI presents
LPLA
LPL Financial Holdings Inc
~4 min film100% real numbers0 jargon
WHAT DOES THIS COMPANY DO?
LPL Financial Holdings Inc. A quick introduction.

On the stock market since 2010, it operates in the world of money and finance. It has 9,118 employees. Now — the numbers.

on the stock market since 2010
9,118 employees
$24B market value
Revenue last year:
$0
The net profit left over:
$0
Out of every $100 in sales, $5 stays as net profit.
THE SLICE THAT TURNS INTO PROFIT: 5%

This is an established company with proven profits.

WHERE DOES THE MONEY COME FROM?
50%Asset-based Revenue
Asset-based Revenue 50%Money 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.

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
$8.6B
2022
$10B
2023
$12B
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
Jul 2024
Oct 2024
Jan 2025
May 2025
Jul 2025
Oct 2025
Jan 2026
Apr 2026
8 TIMES IN THE LAST 8 QUARTERS
It clears the bar, quarter after quarter.
INSIDE THE REPORT CARD

We compared this company with its own sector across five subjects.

A score of 50 means class average.

BUSINESS QUALITY
66
strong

Clearly above the class average — a step short of the very top.

FINANCIAL STRENGTH
7
very weak

For a bank, strength is measured by capital buffers and reserves — not cash minus debt.

VALUATION
14
very weak

Clearly below the class average.

GROWTH
68
strong

Clearly above the class average — a step short of the very top.

PRICE MOMENTUM
12
very weak

Clearly below the class average.

WORTH WATCHING

Financial Strength: The capital buffer looks thin next to its class; less room to absorb a rough stretch.

Price Momentum: The stock has lagged the market in recent months; investor interest is weak right now.

THE FIVE-YEAR JOURNEY
Below the peak, but no collapse.

The stock trades 25% below its peak. The market has trimmed its expectations for the company.

1
THE BRIGHT SIDE · 1/3
Sales keep climbing

Over the last 3 years, sales grew about 25% 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
Analysts’ target sits above today’s price

The average analyst price target is $44048% above today’s price.

1
THE RISKS · 1/3
A thin financial cushion

The balance sheet offers little cushion against a rough stretch. Report-card grade: 7/100.

2
THE RISKS · 2/3
The stock has lost its spark

Buyers haven’t stepped back in yet; the price hasn’t found its footing. Report-card grade: 12/100. For a turnaround signal, the stock first needs to close the gap with the market.

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

Today’s price already includes part of tomorrow’s optimism. Report-card grade: 14/100.

FINALE · THE GRADE
F
0 / 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 is an established business that has proven its profits for years. The real debate isn’t the quality of the business — it’s whether the price paid for the stock is too high.

Analysts’ average target sits above today’s price, yet the valuation grade (14/100) says the stock isn’t cheap.

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This was a film — not investment advice.
Data: FMP & company filings
Jul 21, 2026 · stockexpertai.com · Stock Film