NASD · Financial · Capital Markets · USA
LPL Financial Holdings Inc is a large cap company (market value between $10 billion and $200 billion) in the Capital Markets industry.
LPL Financial serves the independent broker-dealer and wealth management marketplace, supporting financial advisors and institutions through clearing, custody, technology, and advisory services. The firm operates as a clearing broker-dealer and investment adviser providing an integrated technology platform, comprehensive clearing services, and practice management support to enable advisors to deliver personalized guidance.
From its FY2025 annual report (Form 10-K)
Intrinsic value, DCF valuation, financial health and value investing analysis for the LPL Financial Holdings Inc stock.
Undervalued: intrinsic value $610.51 per share, market price $321.88, margin of safety 47.3% (as of 2026-10-20).
Discounting its cash flows at 7.6% (average of 3 methods) values the shares at $610.51; the price of $321.88 is 47% below that value, and 82% of that value comes from beyond year five.
Leak Score: 52/100 on 10 of 12 signals (Weak Signal).
17 more funds hold it; the full list is part of the paid plan.
LPLA is undervalued (as of the 2026-10-20 close). Discounting its cash flows at 7.6% (average of 3 methods) values the shares at $610.51; the price of $321.88 is 47% below that value, and 82% of that value comes from beyond year five.
$610.51 per share (as of the 2026-10-20 close), against a market price of $321.88. That is a margin of safety of 47.3%. The value is the average of the valuation methods that apply to this company, recomputed every night after the US close.
52 out of 100, which we rate "Weak Signal", on 10 of 12 value investing signals.