Lpl Financial Historical Income Statement

LPLA
 Stock
  

USD 188.82  2.62  1.37%   

Historical analysis of Lpl Financial income statement accounts such as Earning Before Interest and Taxes EBIT of 665.1 M can show how well Lpl Financial Holdings performed in making a profits. Evaluating Lpl Financial income statement over time to spot trends is a great complementary tool to traditional technical analysis and can indicate the direction of Lpl Financial's future profits or losses. Financial Statement Analysis is much more than just reviewing and examining Lpl Financial Holdings latest accounting reports to predict its past. Macroaxis encourages investors to analyze financial statements over time for various trends across multiple indicators and accounts to determine whether Lpl Financial Holdings is a good buy for the upcoming year.
Additionally, see Stocks Correlation.
  
Refresh
Share

About Lpl Financial Income Statement Analysis

Lpl Financial Holdings Income Statement consists of revenues and expenses along with the resulting net income or loss. It represents the profit for the accounting period attributable to Lpl Financial shareholders. The income statement also shows Lpl Financial investors and management if the firm made money during the period reported. The result of an income statement is the net income that is calculated after subtracting the expenses from revenue. It is essential to investors both as an absolute measure as well as earnings per share (i.e., EPS).

Lpl Financial Income Statement Chart

Lpl Financial Holdings Income Statement is one of the three primary financial statements used for reporting Lpl Financial's overall financial performance over a current year or for a given accounting period. An Income Statement sometimes referred to as the statement of Lpl Financial Holdings revenue and expense. Lpl Financial Income Statement primarily focuses on the company's revenues and expenses during a particular period.
Lpl Financial Direct Expenses is projected to increase significantly based on the last few years of reporting. The past year's Direct Expenses was at 5.18 Billion. The current year Interest Expense is expected to grow to about 105.2 M, whereas Consolidated Income is forecasted to decline to about 411.2 M.

Consolidated Income

The portion of profit or loss for the period; net of income taxes; which is attributable to the consolidated entity; before the deduction of Net Income Available to Non-controlling Interests.

Net Income

Net income is one of the most important fundamental items in finance. It plays a large role in Lpl Financial Holdings financial statement analysis. It represents the amount of money remaining after all of Lpl Financial Holdings operating expenses, interest, taxes and preferred stock dividends have been deducted from a company total revenue. The portion of profit or loss for the period; net of income taxes; which is attributable to the parent after the deduction of Net Income Available to Non-controlling Interests from Consolidated Income; and before the deduction of Preferred Dividends.

Revenues

Revenues refers to the total amount of money received by Lpl Financial for goods sold or services provided during a certain time period. It also includes all of Lpl Financial Holdings sales as well as any other increase in Lpl Financial Holdings equity.Revenues are reported on Lpl Financial Holdings income statement and calculated before any expenses are subtracted. Amount of Revenue recognized from goods sold; services rendered; insurance premiums; or other activities that constitute an earning process. Interest income for financial institutions is reported net of interest expense and provision for credit losses.

Revenues USD

Revenues in USD; converted by US Dollar Exchange Rate.
Most accounts from Lpl Financial income statement are interrelated and interconnected. However, analyzing income statement accounts one by one will only give a small insight into Lpl Financial Holdings current financial condition. On the other hand, looking into the entire matrix of income statement accounts, and analyzing their relationships over time can provide a more complete picture of the company financial strength now and in the future. Additionally, see Stocks Correlation.Lpl Financial Direct Expenses is projected to increase significantly based on the last few years of reporting. The past year's Direct Expenses was at 5.18 Billion. The current year Interest Expense is expected to grow to about 105.2 M, whereas Consolidated Income is forecasted to decline to about 411.2 M.
 2019 2020 2021 2022 (projected)
Consolidated Income559.88 M472.64 M459.87 M411.17 M
Direct Expenses3.39 B3.7 B5.18 B5.59 B

Lpl Financial income statement Correlations

Lpl Financial Account Relationship Matchups

Lpl Financial income statement Accounts

201720182019202020212022 (projected)
Direct Expenses2.67 B3.18 B3.39 B3.7 B5.18 B5.59 B
Consolidated Income238.86 M439.46 M559.88 M472.64 M459.87 M411.17 M
Cost of Revenue2.73 B3.24 B3.45 B3.77 B5.27 B4.61 B
Earning Before Interest and Taxes EBIT471.6 M717.66 M871.84 M731.84 M705.74 M665.14 M
Earning Before Interest and Taxes USD471.6 M717.66 M871.84 M731.84 M705.74 M665.14 M
Gross Profit1.55 B1.95 B2.17 B2.1 B2.45 B2.22 B
Interest Expense107.03 M125.02 M130 M105.77 M104.41 M105.19 M
Net Income238.86 M439.46 M559.88 M472.64 M459.87 M411.17 M
Net Income Common Stock238.86 M439.46 M559.88 M472.64 M459.87 M411.17 M
Net Income Common Stock USD238.86 M439.46 M559.88 M472.64 M459.87 M411.17 M
Operating Expenses1.06 B1.23 B1.3 B1.37 B1.72 B1.54 B
Operating Income494 M717.66 M874.99 M731.84 M730.14 M682.11 M
Revenues4.28 B5.19 B5.62 B5.87 B7.72 B6.84 B
Revenues USD4.28 B5.19 B5.62 B5.87 B7.72 B6.84 B
Selling General and Administrative Expense842.26 M962.82 M1.02 B1.09 B1.36 B1.21 B
Weighted Average Shares90 M88.12 M82.55 M79.24 M80 M81.4 M
Weighted Average Shares Diluted92.11 M90.62 M84.62 M80.7 M81.74 M83.12 M
Income Tax Expense125.71 M153.18 M181.96 M153.43 M141.46 M148.78 M

Be your own money manager

Our tools can tell you how much better you can do entering a position in Lpl Financial without increasing your portfolio risk or giving up expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate.risk-adjusted returns of your individual positions relative to your overall portfolio.

Did you try this?

Run Price Transformation Now

   

Price Transformation

Use Price Transformation models to analyze depth of different equity instruments across global markets
All  Next Launch Module

Becoming a Better Investor with Macroaxis

Macroaxis puts the power of mathematics on your side. We analyze your portfolios and positions such as Lpl Financial Holdings using complex mathematical models and algorithms, but make them easy to understand. There is no real person involved in your portfolio analysis. We perform a number of calculations to compute absolute and relative portfolio volatility, correlation between your assets, value at risk, expected return as well as over 100 different fundamental and technical indicators.

Build Optimal Portfolios

Align your risk with return expectations

Fix your portfolio
By capturing your risk tolerance and investment horizon Macroaxis technology of instant portfolio optimization will compute exactly how much risk is acceptable for your desired return expectations
Additionally, see Stocks Correlation. Note that the Lpl Financial Holdings information on this page should be used as a complementary analysis to other Lpl Financial's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Instant Ratings module to determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance.

Complementary Tools for Lpl Financial Stock analysis

When running Lpl Financial Holdings price analysis, check to measure Lpl Financial's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Lpl Financial is operating at the current time. Most of Lpl Financial's value examination focuses on studying past and present price action to predict the probability of Lpl Financial's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Lpl Financial's price. Additionally, you may evaluate how the addition of Lpl Financial to your portfolios can decrease your overall portfolio volatility.
My Watchlist Analysis
Analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like
Go
Shere Portfolio
Track or share privately all of your investments from the convenience of any device
Go
Options Analysis
Analyze and evaluate options and option chains as a potential hedge for your portfolios
Go
Portfolio Rebalancing
Analyze risk-adjusted returns against different time horizons to find asset-allocation targets
Go
Watchlist Optimization
Optimize watchlists to build efficient portfolio or rebalance existing positions based on mean-variance optimization algorithm
Go
Performance Analysis
Check effects of mean-variance optimization against your current asset allocation
Go
Portfolio Volatility
Check portfolio volatility and analyze historical return density to properly model market risk
Go
Equity Analysis
Research over 250,000 global equities including funds, stocks and ETFs to find investment opportunities
Go
Equity Search
Search for actively traded equities including funds and ETFs from over 30 global markets
Go
Pattern Recognition
Use different Pattern Recognition models to time the market across multiple global exchanges
Go
Alpha Finder
Use alpha and beta coefficients to find investment opportunities after accounting for the risk
Go
Is Lpl Financial's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Lpl Financial. If investors know Lpl Financial will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Lpl Financial listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth YOY
0.031
Market Capitalization
15.4 B
Quarterly Revenue Growth YOY
0.21
Return On Assets
0.0682
Return On Equity
0.29
The market value of Lpl Financial Holdings is measured differently than its book value, which is the value of Lpl Financial that is recorded on the company's balance sheet. Investors also form their own opinion of Lpl Financial's value that differs from its market value or its book value, called intrinsic value, which is Lpl Financial's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Lpl Financial's market value can be influenced by many factors that don't directly affect Lpl Financial's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Lpl Financial's value and its price as these two are different measures arrived at by different means. Investors typically determine Lpl Financial value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Lpl Financial's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.