LPL Financial Holdings Inc Dossier
Valuation
How Intrinsic Value compares with model outputs
Intrinsic Value $401.54median of 5 methods · middle span $317-$498based on filings through 30 Jun 2026
Market Price $312.15Price as of 1 Oct 2026
Valuation methods vs. Market Price
$0$400$800$1.2K$1.6K$2K
DCF
Insufficient data for this method
abstainedDNI
$1,200.11
P/S
$497.79◇ $1,159.10
P/E
$317.46◇ $344.13
P/B
$232.97◇ $229.09
PEG
$401.54
$0$400$800$1.2K$1.6K$2K
Market Price ($312.15) Intrinsic Value ($401.54) peer-implied value
Company vs. peer median Members
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Assumptions
| Parameter | Value |
|---|---|
| Years 1–5: analyst growth pathFive-year total matches analyst consensus exactly. Year 1: 24.0% (near-term consensus, capped) · years 2–5: 21.1%/yr (balance of the path). | 21.7% per year |
Years 6–10: glide to demonstrated growthPer-year ratesYr 619.3%Yr 717.6%Yr 815.8%Yr 914.1%Yr 1012.3% | 21.1% → 12.3% |
Years 11–20: glide to long-run ratePer-year ratesYr 1111.4%Yr 1210.4%Yr 139.5%Yr 148.6%Yr 157.6%Yr 166.7%Yr 175.8%Yr 184.9%Yr 193.9%Yr 203.0% | 12.3% → 3.0% |
| Beyond year 20: terminal growthPerpetual long-run rate | 3.0% |
| Historical EPS growth (multi-year median)median of 3 windows (5/6/7y) | 12.3% |
| Discount rate (cost of equity) | 7.9% |
| Volatility vs market (adjusted beta) | 0.65 |
Valuation Detail Members
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Assumptions Sandbox Members
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Best value in each row is highlighted. Figures are periodic snapshots from the same filings used across each dossier; a dash means the figure is not available.