| P/E (FY) | 31.4 | Sales (TTM) | $18.26B |
| Earnings (TTM) | $900.9M | ROE | 20.86% |
| Net Margin | 5.08% | ROIC | — |
| Debt / Equity | 1.36 | TD / EBITDA | — |
| EPS Growth 3Y | 1.64% | Sales Growth 3Y | 25.47% |
LPL Financial Holdings provides an integrated platform of brokerage and investment advisory services to independent financial advisors and advisors at institutions in the United States. Its brokerage offerings include annuities, mutual funds, equities, fixed income, alternative investments, retirement and education savings plans, insurance, and client cash programs. It also offers fee-based platforms with access to funds, ETFs, stocks, bonds, options strategies, and managed accounts, plus retirement solutions.
| Market Cap | $27.39B | Trading Days | 3941 |
| 52W High | 403.58 |
| 52W Low | 260.15 |
| % Off High | −15.16% |
| YTD | −3.94% | 1Y | −10.75% |
| 3Y | 52.88% | 5Y | 149.88% |
| 10Y | 1410.22% | Since incept. (ann.) | 18.22% |
| Ann. Volatility (1Y) | 37.09% | Ann. Volatility (3Y) | 34.49% |
| Sharpe (1Y) | −0.13 | Sharpe (3Y) | 0.54 |
| Max Drawdown (1Y) | −33.12% | Max Drawdown (3Y) | −33.18% |
| Beta (3Y, vs SPY) | 0.56 |
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| MRX | Marex Group plc | — | — |
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| CINF | CINCINNATI FINANCIAL CORP | $28.03B | 12.0 |
| MSTR | Strategy Inc | $26.70B | — |
| RF | REGIONS FINANCIAL CORP | $26.69B | 13.6 |
