LPLA
Price:
$329.01
Market Cap:
$24.64B
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 mon...[Read more]
Industry
Financial - Capital Markets
IPO Date
2010-11-18
Stock Exchange
NASDAQ
Ticker
LPLA
According to LPL Financial Holdings Inc.’s latest financial reports and current stock price. The company's current ROE is 41.74%. This represents a change of 296.64% compared to the average of 10.52% of the last 4 quarters.
The mean historical ROE of LPL Financial Holdings Inc. over the last ten years is 34.36%. The current 41.74% ROE has changed 21.46% with respect to the historical average. Over the past ten years (40 quarters), LPLA's ROE was at its highest in in the March 2023 quarter at 15.45%. The ROE was at its lowest in in the December 2015 quarter at 3.75%.
Average
34.36%
Median
31.74%
Minimum
18.32%
Maximum
54.68%
Discovering the peaks and valleys of LPL Financial Holdings Inc. ROE, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.
Maximum Annual Increase = 82.27%
Maximum Annual ROE = 54.68%
Minimum Annual Increase = -34.26%
Minimum Annual ROE = 18.32%
Year | ROE | Change |
---|---|---|
2023 | 51.29% | 31.45% |
2022 | 39.02% | 41.73% |
2021 | 27.53% | -23.42% |
2020 | 35.95% | -34.26% |
2019 | 54.68% | 21.21% |
2018 | 45.12% | 82.27% |
2017 | 24.75% | 5.88% |
2016 | 23.38% | -0.88% |
2015 | 23.59% | 28.71% |
2014 | 18.32% | 10.84% |
The current ROE of LPL Financial Holdings Inc. (LPLA) is less than than its 3-year, less than than its 5-year, and less than than its 10-year historical averages
3-year avg
39.28%
5-year avg
41.69%
10-year avg
34.36%
LPL Financial Holdings Inc.’s ROE is less than Tradeweb Markets Inc. (8.08%), less than Raymond James Financial, Inc. (18.53%), less than PJT Partners Inc. (60.66%), less than Moelis & Company (11.36%), less than Stifel Financial Corp. (12.08%), less than MarketAxess Holdings Inc. (20.93%), less than Piper Sandler Companies (14.65%), less than Evercore Inc. (21.04%), less than Lazard Ltd (54.16%), less than Houlihan Lokey, Inc. (18.09%), less than Perella Weinberg Partners (204.42%),
Company | ROE | Market cap |
---|---|---|
8.08% | $31.49B | |
18.53% | $31.79B | |
60.66% | $6.16B | |
11.36% | $5.24B | |
12.08% | $10.84B | |
20.93% | $8.65B | |
14.65% | $5.33B | |
21.04% | $10.48B | |
54.16% | $4.57B | |
18.09% | $12.12B | |
204.42% | $2.16B |
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