SharesGrow 7-Criteria Score
All 7 criteria scored · valuation-related highlighted on this page
LPL Financial Holdings Inc. (LPLA) trades at a trailing P/E of 28.8, forward P/E of 14.1. Trailing earnings yield is 3.47%, forward earnings yield 7.08%. PEG 0.13 (Peter Lynch undervalued ≤1.0). Graham Number is $127.26.
Criteria proven by this page:
- VALUE (65/100, Pass) — PEG ≤ 1.0 — Peter Lynch undervalued (0.13); analyst target implies upside (+42.4%).
- Forward P/E 14.1 (down from trailing 28.8) — analysts expect earnings to grow, which would improve the valuation.
- PEG Ratio 0.13 — below 1.0 suggests the stock is undervalued relative to its earnings growth rate (Peter Lynch criterion).
- Trailing Earnings Yield 3.47% — roughly competitive with bond yields (~4.3%), moderate risk-reward. Forward yield improves to 7.08% as earnings recover.
- Analyst consensus target $459.17 (+42.4% upside) — significant upside potential according to Wall Street analysts.
Overall SharesGrow Score: 66/100 with 4/7 criteria passed.
SharesGrow 7-Criteria Score
✓
VALUE
65/100
Price-to-Earnings & upside
Proven by this page
~
HEALTH
67/100
Debt-to-Equity & liquidity
→ Health
Valuation Snapshot — LPLA
Valuation Multiples
P/E (TTM)28.8
Forward P/E14.1
PEG Ratio0.13
Forward PEG0.13
P/B Ratio4.65
P/S Ratio1.46
EV/EBITDA14.2
Per Share Data
EPS (TTM)$10.78
Forward EPS (Est.)$22.82
Book Value / Share$66.77
Revenue / Share$212.24
FCF / Share$-13.80
Yields & Fair Value
Earnings Yield3.47%
Forward Earnings Yield7.08%
Dividend Yield0.39%
Graham Number$127.26
SharesGrow IV$567.63 (+76%)
Analyst Target$459.17 (+42.4%)
Historical Valuation
| Year |
P/E (TTM) |
PEG Ratio |
P/B Ratio |
P/S Ratio |
Dividend Yield |
| 2016 |
16.3 |
0.76 |
3.82 |
0.77 |
2.84% |
| 2017 |
21.5 |
0.93 |
5.33 |
1.20 |
1.76% |
| 2018 |
12.2 |
0.14 |
5.53 |
1.04 |
1.64% |
| 2019 |
13.6 |
0.38 |
7.44 |
1.35 |
1.08% |
| 2020 |
17.5 |
-1.44 |
6.28 |
1.41 |
0.96% |
| 2021 |
27.9 |
-7.90 |
7.67 |
1.66 |
0.63% |
| 2022 |
20.4 |
0.24 |
7.96 |
2.01 |
0.46% |
| 2023 |
16.4 |
0.53 |
8.41 |
1.74 |
0.53% |
| 2024 |
23.0 |
11.03 |
8.32 |
1.97 |
0.37% |
| 2025 |
32.6 |
-1.44 |
5.26 |
1.65 |
0.34% |
P/E Ratio & Earnings Yield
Earnings Per Share (EPS) History
| Year |
EPS (Diluted) |
Revenue |
Net Income |
Net Margin |
| 2016 |
$2.13 |
$1.3B |
$191.93M |
14.8% |
| 2017 |
$2.59 |
$1.45B |
$238.86M |
16.5% |
| 2018 |
$4.85 |
$1.82B |
$439.46M |
24.1% |
| 2019 |
$6.62 |
$2.04B |
$559.88M |
27.4% |
| 2020 |
$5.86 |
$2B |
$472.64M |
23.7% |
| 2021 |
$5.63 |
$2.35B |
$459.87M |
19.6% |
| 2022 |
$10.40 |
$3.06B |
$845.7M |
27.6% |
| 2023 |
$13.69 |
$10.05B |
$1.07B |
10.6% |
| 2024 |
$14.03 |
$12.39B |
$1.06B |
8.5% |
| 2025 |
$10.92 |
$16.99B |
$863.02M |
5.1% |
Analyst Estimates
| Year |
EPS (Avg) |
EPS Range |
Revenue (Avg) |
Revenue Range |
Analysts |
| 2026 |
$23.70 |
$22.38 – $26.73 |
$20.96B |
$20.59B – $21.36B |
11 |
| 2027 |
$29.02 |
$27.40 – $31.68 |
$23.84B |
$23.18B – $25.04B |
10 |
| 2028 |
$33.79 |
$33.36 – $34.20 |
$26.23B |
$25.98B – $26.49B |
3 |
| 2029 |
$39.37 |
$37.89 – $41.21 |
$9.04B |
$8.77B – $9.36B |
1 |
