LPL Financial Holdings Inc. (LPLA) scored on five pillars from its reported financial statements, and ranked against 261 Financials companies.
LPL Financial Holdings Inc. (LPLA) scores 5.1 out of 10 as of , computed from its reported financial statements. That reads as mixed quality. The reading rests on growth, and predictability is what holds it back.
One pillar, solvency, is unscored because the filings behind it carry too little to judge. It is shown as a dash rather than a zero, and the overall score is the weighted average of what could be scored.
Data provided by Twelve Data. Scores are computed by Lemma Analysis from reported financials.
LPL Financial Holdings Inc.’s returns on capital beat their cost in almost every measured year, by a clear margin: 3 of 4 indicators passed.
Quantitative signs of a moat, read from the filed statements. This is not a judgement of where it comes from (brand, network effects, switching costs). How Lemma measures a moat →
The Quality Score for LPLA stands at 5.1 out of 10 as of October 18, 2026, which puts LPL Financial Holdings Inc. in the mixed quality band. In this band one or two pillars are usually holding the score up while others drag it down, which the breakdown below makes visible. It rolls LPL Financial Holdings Inc.’s profitability, solvency, growth, efficiency and predictability into one number, each judged against the norms of its sector.
Among the 261 Financials companies with a published score, that ranks at the 28th percentile, just below the middle of the group. For reference, the middle of the group scores 5.9 and a company needs 6.8 to reach its top quarter, which leaves LPL Financial Holdings Inc. below the median.
Profitability scores 3.8 out of 10, which reads as weak. The median across 255 Financials companies is 6.8, so LPL Financial Holdings Inc. is well below its peers on this pillar and ranks at the 14th percentile. Low margins and returns leave little cushion, so a downturn or a cost increase reaches the bottom line quickly.
Solvency has no score for LPL Financial Holdings Inc. Fewer than half of the pillar’s metric weight could be computed from the reported statements, so it is drawn as a dash and left out of the overall rather than counted as a zero. For context, the median solvency score across 140 Financials companies is 8.5. Without it the overall says nothing about how comfortably the company carries its debt.
On growth, LPL Financial Holdings Inc. scores 8.1, a strong reading. Its peers have a median of 4.6 across 241 Financials companies, which places it well above them, at the 92nd percentile. Strong growth means revenue, earnings and cash flow have been compounding faster than at most peers over the last few years.
On efficiency, LPL Financial Holdings Inc. scores 5.0, an average reading. Its peers have a median of 5.8 across 211 Financials companies, which places it below them, at the 27th percentile. Middling efficiency is unremarkable on its own, though improvements here tend to show up in free cash flow first.
LPL Financial Holdings Inc.’s predictability score is 3.7 out of 10 (weak). Against a median of 4.9 among 256 Financials companies, that is below the group and the 30th percentile. A low predictability score often belongs to cyclical businesses, where good and bad years alternate with the economy or with commodity prices.
The gap between LPL Financial Holdings Inc.’s best and worst pillar is wide: growth at 8.1 against predictability at 3.7, 4.4 points apart. An average of two readings this different deserves a closer look than the headline number. Leading with growth is attractive as long as the expansion is earning a decent return. Uneven results make any single year a weaker guide to the next one.
Of everything that could lift LPL Financial Holdings Inc.’s score, profitability matters most. Bringing it up to the 6.8 median of Financials companies would take the overall from 5.1 to roughly 6.0. With one pillar unscored, the overall rests on 80 of the 100 weight points, spread across the four pillars that could be measured (the full set is profitability 25, solvency 20, growth 20, efficiency 15, predictability 20).
For a fair comparison, start with companies of a similar size: the Financials companies below are nearest to LPL Financial Holdings Inc. by market value, each scored on the same pillars.
How much profit the company generates from its capital and sales.
The company’s ability to service debt and meet its obligations.
How fast revenue, earnings and cash flow are compounding.
How well assets and earnings convert into cash and output.
How stable and consistent results have been over time.
Each metric is scored from 0 to 10 against sector-aware benchmarks, where higher is better. Metrics roll up into five pillars, and the pillars combine into the overall score using the weights shown. Sector-sensitive metrics are judged relative to peers in the same sector.
This score is a systematic, backward-looking read of reported fundamentals. It does not judge valuation, management quality, competitive moat, or future prospects, and can be distorted by one-off items or unusual accounting. Treat it as a starting point, not a recommendation.
Educational only. Not investment advice.
On this reading LPL Financial Holdings Inc. scores 5.1 out of 10, which reads as mixed quality. Its strongest pillar is growth, its weakest is predictability. Quality is not the same as a good investment: the score says nothing about the price you would pay.
LPL Financial Holdings Inc. ranks at the 28th percentile of the 261 Financials companies Lemma publishes a score for. The median there is 5.9 and the top quarter starts at 6.8, against LPL Financial Holdings Inc.’s 5.1.
Five pillars, each scored from 0 to 10 against sector-aware benchmarks and then weighted into one overall reading: profitability, solvency, growth, efficiency and predictability. Everything comes from reported financials, and nothing comes from price, sentiment or forecasts.
This page last changed on October 18, 2026. The score moves with the financial statements, so the page changes when a new filing moves the reading rather than on a schedule. Live figures for LPLA are in the app.
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