A+ Stock Grade Summary:
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Tudor Pop
Michael Rose
Rosalio Madrigal
Rosalio Madrigal
Tudor Pop
| Share Statistics | LPLA | Industry Median |
Percentile (All Stocks) |
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| Market Cap (Mil) | $27,999.1 | $2,836.7 | 89% |
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| Shares Out (Mil) | 80.4 | 74.1 | 58% |
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| Institutional Ownership | 99.4% | 79.1% | 88% |
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| Float (Mil) | 79.4 | 69.7 | 57% |
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| Beta | 0.51 | 0.94 | 28% |
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| Avg Daily Volume (000s) | 731 | 445 | 65% |
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| Price Change (52-week) |
(11.4%) | 72.7% | 36% |
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| Growth | LPLA | Industry Median |
Percentile (All Stocks) |
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| Sales (5yr) | 23.5% | 7.7% | 85% |
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| Net Income (5yr) | 12.8% | 8.9% | 59% |
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| EPS (5yr) | 13.3% | 9.6% | 52 |
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| Dividends (5yr) | 3.7% | 1.3% | 82% |
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| Cash Flow (5yr) | 2.7% | 0.9% | 66% |
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| Estimates | Qtrly | Current Fiscal Year |
Next Fiscal Year |
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| # of Estimates | 12 | 14 | 15 | |
| Current EPS | $5.963 | $23.857 | $29.683 | |
| Month Ago EPS | $5.898 | $23.250 | $28.625 | |
| # Rev Up | 1 | 1 | 1 | |
| # Rev Down | 0 | 0 | 0 | |
| Three Months Ago EPS | $5.851 | $23.119 | $28.354 | |
| Year/Year Chg | 34.6% | 118.5% | 228.1% | |
| Financials | LPLA | Industry Median |
Percentile (All Stocks) |
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| Sales (TTM) (Mil) | $17,840 | $871 | 90% |
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| Net Income (TTM) (Mil) | $901 | $85 | 85% |
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| EPS (TTM) | $11.252 | $1.000 | 95% |
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| Operating Cash Flow (TTM) (Mil) | ($461) | $64 | 2% |
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| Net Cash Flow (TTM) (Mil) | $51 | $25 | 71% |
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| Long-Term Debt (Q1) (Mil) | $7,521 | $209 | 89% |
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| Enterprise Value (Q1) (Mil) | na | $1,297 | na |
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| Valuation | LPLA | Industry Median |
Percentile (All Stocks) |
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| P/B | 4.99 | 2.69 | 78% |
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| P/E | 31.6 | 19.1 | 70% |
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| Dividend Yield | 0.3% | 0.9% | 61% |
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| PEG (5yr hist) | 2.4 | 1.4 | 72% |
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| Ratios | LPLA | Industry Median |
Percentile (All Stocks) |
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| Gross Margin | 29.9% | 75.0% | 35% |
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| Net Margin | 5.2% | 15.8% | 49% |
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| ROA | 5.5% | 2.1% | 74% |
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| ROE | 20.5% | 13.4% | 80% |
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| Liabilities to Assets | 69.8% | 59.1% | 65% |
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| F-Score | 3 | 5 | 19% |
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Passing Stock Screens
As of 7/31/2026, from a list of 60 stock screening strategies,
| Performance Since Inception: | 13.7% |
| +/- S&P 500: | +6.2 |
| Performance Since Inception: | 11.4% |
| +/- S&P 500: | +3.9 |
Price and market data provided by QuoteMedia and delayed a minimum of 15 minutes unless otherwise indicated. Fundamental data provided by AAII's Stock Investor Pro and S&P Global Market Intelligence and are updated through the previous trading day.
Ⓒ 2026 American Association of Individual Investors
