LPL Financial Holdings (LPLA) Stock Analysis & Winston Score

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

Winston Score History

Politician Trades

14 trades / 12mo

10 Congressional buys and 4 sells on LPLA in the last 12 months.

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Growth Profile

For growth stock investors

When traditional metrics don't capture the full picture, these are the signals growth stock investors use instead.

Revenue Growth

+34.6% YoY

YoY Growth Rate

Revenue accelerating

EPS Growth

+4.2% YoY

YoY Growth Rate

Slow EPS growth

Insider Activity

0.7%ownership

→ Flat

Insiders holding steady — not selling despite ability to

Cash Position

Cash flow positive

$2.9B cash & investments

Quarterly Free Cash Flow

↑ Burn rate improving

Company generates more cash than it spends — no dilution risk from fundraising

Revenue accelerating

LPL Financial Holdings grew revenue 35% year-over-year and the growth rate is speeding up. That's the kind of momentum growth investors look for — the question is whether margins can follow.

The Winston Score above measures business quality today. Growth stocks often score lower because they invest in the future rather than maximising current profits. These metrics show what matters most for evaluating that future.

Score breakdown

Every number that matters to educated investors.

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Quality

Gross Margin

25.2%

Modest — 25.2% gross margin

Operating Margin

13.1%

Healthy — 13.1% operating margin

ROCE

4.9%

Weak — 4.9% return on capital

ROIC between 0% and 5%. They earn a few cents back per dollar invested in the business.

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Growth

Sales YoY

+38.1%

Fast-growing sales (38.1% YoY)

EPS YoY

-22.7%

Earnings shrinking (-22.7% YoY)

Earnings per share down more than 10%. Either a bad year, or a real decline.

EPS Consistency

6/8 quarters

Earnings grew in most of the last 8 quarters

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Cash Flow

Cash Conversion

-64%

Weak — only -64% of profit becomes cash

FCF Margin

-6.5%

Burning cash (-6.5%)

Free cash flow is negative. They are burning cash, not generating it.

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Stability

Debt / Equity

1.33

Elevated debt (1.33)

Interest Cover

4.25x

Adequate interest coverage (4.2x)

Interest coverage between 3 and 8. Profits cover interest several times over.

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Valuation

P/E Ratio (TTM)

28.5x

no trend

Growth-priced — P/E 28.5

P/E above the market average. People are paying up for expected growth.

P/E vs Forward

+18.2

GROWING

Earnings expected to grow meaningfully — cheaper on forward P/E (28.5 → 10.4)

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Dividends

Dividend Yield

0.41%

no trend

Small dividend — 0.41% yield

Modest yield. The bulk of any return needs to come from price appreciation.

Dividend Growth

+0.0%

no trend

Dividend flat

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