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LPL Financial Holdings is an independent broker/dealer that provides a platform of proprietary technology, brokerage, and investment advisory services to financial advisors and institutions. As of the end of 2024, the company had over 29,000 advisors on its platform managing $1.7 trillion of client assets. The company doesn’t have material operations outside the United States.
2005
9K+
LTM Revenue $13.6B
LTM EBITDA $2.3B
$35.6B
Benchmark forward-looking revenue and EBITDA valuation multiples across generative AI, climate tech, semiconductors, online marketplaces, vertical SaaS and 220 more verticals.
LPL Financial has a last 12-month revenue (LTM) of $13.6B and a last 12-month EBITDA of $2.3B.
In the most recent fiscal year, LPL Financial achieved revenue of $12.4B and an EBITDA of $2.1B.
LPL Financial expects next 12-month revenue of XXX and NTM EBITDA of XXX
See LPL Financial valuation multiples based on analyst estimates| LTM | NTM | Last FY | FY 2025 | FY 2026 | FY 2027 | |
|---|---|---|---|---|---|---|
| Revenue | $13.6B | XXX | $12.4B | XXX | XXX | XXX |
| Gross Profit | $13.6B | XXX | $3.4B | XXX | XXX | XXX |
| Gross Margin | 100% | XXX | 27% | XXX | XXX | XXX |
| EBITDA | $2.3B | XXX | $2.1B | XXX | XXX | XXX |
| EBITDA Margin | 17% | XXX | 17% | XXX | XXX | XXX |
| EBIT | $1.9B | XXX | $1.7B | XXX | XXX | XXX |
| EBIT Margin | 14% | XXX | 13% | XXX | XXX | XXX |
| Net Profit | $1.1B | XXX | $1.1B | XXX | XXX | XXX |
| Net Margin | 8% | XXX | 9% | XXX | XXX | XXX |
| Net Debt | XXX | XXX | $4.5B | XXX | XXX | XXX |
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As of May 30, 2025, LPL Financial's stock price is $387.
LPL Financial has current market cap of $31.0B, and EV of $35.6B.
See LPL Financial trading valuation data| EV | Market Cap | Price 1D | Price 1M | Price 3M | Price 12M | EPS |
|---|---|---|---|---|---|---|
| $35.6B | $31.0B | XXX | XXX | XXX | XXX | $17.60 |
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Start Free TrialAs of May 30, 2025, LPL Financial has market cap of $31.0B and EV of $35.6B.
LPL Financial's trades at 2.9x EV/Revenue multiple, and 16.9x EV/EBITDA.
Equity research analysts estimate LPL Financial's 2025E EV/Revenue multiple at XXX and 2025E EV/EBITDA multiple at XXX
LPL Financial has a P/E ratio of 27.8x.
See valuation multiples for LPL Financial and 12K+ public comps| LTM | NTM | Last FY | FY 2025 | FY 2026 | FY 2027 | |
|---|---|---|---|---|---|---|
| Market cap (current) | $31.0B | XXX | $31.0B | XXX | XXX | XXX |
| EV (current) | $35.6B | XXX | $35.6B | XXX | XXX | XXX |
| EV/Revenue | 2.6x | XXX | 2.9x | XXX | XXX | XXX |
| EV/EBITDA | 15.3x | XXX | 16.9x | XXX | XXX | XXX |
| EV/EBIT | 18.2x | XXX | 21.3x | XXX | XXX | XXX |
| EV/Gross Profit | 2.6x | XXX | n/a | XXX | XXX | XXX |
| P/E | 27.8x | XXX | 29.2x | XXX | XXX | XXX |
| EV/FCF | 31.7x | XXX | -124.8x | XXX | XXX | XXX |
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Access all public comps and forward-looking valuation multiples like EV/Revenue in 2025, based on equity research analyst estimates.
Start Free TrialLPL Financial's last 12 month revenue growth is 20%
LPL Financial's revenue per employee in the last FY averaged $1.4M, while opex per employee averaged $0.2M for the same period.
LPL Financial's rule of 40 is 40% (metric relevant for SaaS companies only, counted as combined revenue growth rate and EBITDA margin).
LPL Financial's rule of X is 67% (created by Bessemer, rule of X is another metric relevant for SaaS companies only, ~1.5x stronger vs. the traditional Rule of 40, counted as revenue growth rate multiplied by 2.5 plus EBITDA margin).
See operational valuation multiples for LPL Financial and other 12K+ public comps| LTM | NTM | Last FY | FY 2025 | FY 2026 | FY 2027 | |
|---|---|---|---|---|---|---|
| Revenue Growth | 20% | XXX | 20% | XXX | XXX | XXX |
| EBITDA Margin | 17% | XXX | 17% | XXX | XXX | XXX |
| EBITDA Growth | 20% | XXX | 14% | XXX | XXX | XXX |
| Rule of 40 | 40% | XXX | 37% | XXX | XXX | XXX |
| Bessemer Rule of X | XXX | XXX | 67% | XXX | XXX | XXX |
| Revenue per Employee | XXX | XXX | $1.4M | XXX | XXX | XXX |
| Opex per Employee | XXX | XXX | $0.2M | XXX | XXX | XXX |
| S&M Expenses to Revenue | XXX | XXX | 5% | XXX | XXX | XXX |
| G&A Expenses to Revenue | XXX | XXX | n/a | XXX | XXX | XXX |
| R&D Expenses to Revenue | XXX | XXX | n/a | XXX | XXX | XXX |
| Opex to Revenue | XXX | XXX | 14% | XXX | XXX | XXX |
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Benchmark public comps and private revenue and EBITDA valuation multiples across GRC software, cloud infrastructure, DevOps, online marketplaces and so much more!
| EV/Revenue | EV/EBITDA | |||||
|---|---|---|---|---|---|---|
| 2025E | 2026E | 2027E | 2025E | 2026E | 2027E | |
| Bell Financial Group | XXX | XXX | XXX | XXX | XXX | XXX |
| SelfWealth | XXX | XXX | XXX | XXX | XXX | XXX |
| Cairo Mezz | XXX | XXX | XXX | XXX | XXX | XXX |
| Choice International | XXX | XXX | XXX | XXX | XXX | XXX |
| Motilal Oswal | XXX | XXX | XXX | XXX | XXX | XXX |
| XXXXXXXX | XXX | XXX | XXX | XXX | XXX | XXX |
| XXXXXXXX | XXX | XXX | XXX | XXX | XXX | XXX |
Valuation data powered by FactSet, Inc.
LPL Financial acquired XXX companies to date.
Last acquisition by LPL Financial was XXXXXXXX, XXXXX XXXXX XXXXXX . LPL Financial acquired XXXXXXXX for XXX (EV/Revenue multiple of XXX ).
See M&A valuation multiples| Acquired Company | EV | EV/Revenue | EV/EBITDA |
|---|---|---|---|
| XXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXX | XXX | XXX | XXX |
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Start Free Trial| When was LPL Financial founded? | LPL Financial was founded in 2005. |
| Where is LPL Financial headquartered? | LPL Financial is headquartered in United States of America. |
| How many employees does LPL Financial have? | As of today, LPL Financial has 9K+ employees. |
| Who is the CEO of LPL Financial? | LPL Financial's CEO is Mr. Richard Steinmeier. |
| Is LPL Financial publicy listed? | Yes, LPL Financial is a public company listed on NAS. |
| What is the stock symbol of LPL Financial? | LPL Financial trades under LPLA ticker. |
| When did LPL Financial go public? | LPL Financial went public in 2010. |
| Who are competitors of LPL Financial? | Similar companies to LPL Financial include e.g. Bell Financial Group, SelfWealth, Cairo Mezz, Choice International. |
| What is the current market cap of LPL Financial? | LPL Financial's current market cap is $31.0B |
| What is the current revenue of LPL Financial? | LPL Financial's last 12 months revenue is $13.6B. |
| What is the current revenue growth of LPL Financial? | LPL Financial revenue growth (NTM/LTM) is 20%. |
| What is the current EV/Revenue multiple of LPL Financial? | Current revenue multiple of LPL Financial is 2.6x. |
| Is LPL Financial profitable? | Yes, LPL Financial is EBITDA-positive (as of the last 12 months). |
| What is the current EBITDA of LPL Financial? | LPL Financial's last 12 months EBITDA is $2.3B. |
| What is LPL Financial's EBITDA margin? | LPL Financial's last 12 months EBITDA margin is 17%. |
| What is the current EV/EBITDA multiple of LPL Financial? | Current EBITDA multiple of LPL Financial is 15.3x. |
| What is the current FCF of LPL Financial? | LPL Financial's last 12 months FCF is $1.1B. |
| What is LPL Financial's FCF margin? | LPL Financial's last 12 months FCF margin is 8%. |
| What is the current EV/FCF multiple of LPL Financial? | Current FCF multiple of LPL Financial is 31.7x. |
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