Lpl Financial Historical Balance Sheet

LPLA
 Stock
  

USD 226.52  2.49  1.11%   

Trend analysis of Lpl Financial Holdings balance sheet accounts such as Total Assets of 7.2 B provides information on Lpl Financial's total assets, liabilities, and equity, which is the actual value of Lpl Financial Holdings to its prevalent stockholders. By breaking down trends over time using Lpl Financial balance sheet statements, investors will see what precisely the company owns and what it owes to creditors or other parties at the end of each accounting year. Financial Statement Analysis is much more than just reviewing and breaking down Lpl Financial Holdings prevalent 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.
  

About Lpl Financial Balance Sheet Analysis

Balance Sheet is a snapshot of the financial position of Lpl Financial Holdings at a specified time, usually calculated after every quarter, six months, or one year. Lpl Financial Balance Sheet has two main parts: assets and liabilities. Liabilities are the debts or obligations of Lpl Financial and are divided into current liabilities and long term liabilities. An asset, on the other hand, is anything of value that can be converted into cash and which Lpl Financial currently owns. An asset can also be divided into two categories, current and non-current.

Lpl Financial Balance Sheet Chart

Lpl Financial Balance Sheet is one of the main financial statements that report all assets, liabilities, and shareholders' equity for the current year. It provides a basis for different types of computing rates of return, such as return on equity (ROE) or return on asset (ROA), as well as shows how Lpl Financial Holdings uses and utilizes its capital. It also shows what exactly a company owns and owes.
Lpl Financial Receivables is projected to increase significantly based on the last few years of reporting. The past year's Receivables was at 2.23 Billion. The current year Current Assets is expected to grow to about 4.6 B, whereas Accounts Payable is forecasted to decline to about 313.7 M.

Total Assets

Total assets refers to the total amount of Lpl Financial assets owned. Assets are items that have some economic value and are expended over time to create a benefit for the owner. These assets are usually recorded in Lpl Financial Holdings books under different categories such as cash, marketable securities, accounts receivable,prepaid expenses, inventory, fixed assets, intangible assets, other assets, marketable securities, accounts receivable, prepaid expenses and others. Sum of the carrying amounts as of the balance sheet date of all assets that are recognized. Major components are Cash and Equivalents; Investments; Goodwill and Intangible Assets; Property Plant and Equipment Net; Tax Assets and Trade and Non Trade Receivables.

Current Assets

Current assets of Lpl Financial Holdings include cash, cash equivalents, short-term investments, accounts receivable, stock inventory and the portion of prepaid liabilities which will be paid within a year. Depending on the nature of the business, current assets can range from barrels of crude oil, to baked goods, to foreign currency. Current assets are important because they are the assets that are used to fund day-to-day operations of Lpl Financial. The current portion of Total Assets; reported if a company operates a classified balance sheet that segments current and non-current assets.

Shareholders Equity

A principal component of the balance sheet; in addition to Total Liabilities and Total Assets; that represents the total of all stockholders' equity (deficit) items; net of receivables from officers; directors; owners; and affiliates of the entity which are attributable to the parent.

Total Liabilities

Deferred Income Tax is recorded on Lpl Financial Holdings balance sheet and a result of income already earned and recognized for accounting, but not tax, purposes. Also, differences between tax laws and accounting methods can result in a temporary difference in the amount of income tax payable by a company. This difference is recorded on Lpl Financial books as deferred income tax. Sum of the carrying amounts as of the balance sheet date of all liabilities that are recognized. Principal components are Total Debt; Deferred Revenue; Trade and Non Trade Payables; Deposit Liabilities; and Tax Liabilities.
Most accounts from Lpl Financial balance sheet are interrelated and interconnected. However, analyzing balance sheet 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 balance sheet 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 Receivables is projected to increase significantly based on the last few years of reporting. The past year's Receivables was at 2.23 Billion. The current year Current Assets is expected to grow to about 4.6 B, whereas Accounts Payable is forecasted to decline to about 313.7 M.
 2019 2020 2021 2022 (projected)
Accounts Payable287.07 M239.39 M384.02 M313.75 M
Receivables1.37 B1.52 B2.23 B2.4 B

Lpl Financial balance sheet Correlations

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Click cells to compare fundamentals

Lpl Financial Account Relationship Matchups

Lpl Financial balance sheet Accounts

201720182019202020212022 (projected)
Receivables1 B1.13 B1.37 B1.52 B2.23 B2.4 B
Accounts Payable233.05 M278.11 M287.07 M239.39 M384.02 M313.75 M
Total Assets5.36 B5.48 B5.88 B6.6 B7.99 B7.18 B
Current Assets2.66 B2.74 B2.9 B3.36 B4.3 B4.64 B
Cash and Equivalents1.63 B1.56 B1.47 B1.8 B2.07 B1.92 B
Cash and Equivalents USD1.63 B1.56 B1.47 B1.8 B2.07 B1.92 B
Total Debt2.49 B2.48 B2.65 B2.35 B2.81 B2.69 B
Total Debt USD2.49 B2.48 B2.65 B2.35 B2.81 B2.69 B
Deferred Revenue62.78 M72.22 M80.52 M82.84 M95.27 M90.24 M
Shareholders Equity965.01 M974.07 M1.02 B1.31 B1.67 B1.51 B
Shareholders Equity USD965.01 M974.07 M1.02 B1.31 B1.67 B1.51 B
Goodwill and Intangible Assets1.84 B1.97 B1.94 B1.91 B2.1 B2.19 B
Investments248.87 M341.09 M500 M630.04 M1.01 B1.09 B
Total Liabilities4.39 B4.5 B4.86 B5.28 B6.32 B5.67 B
Current Liabilities1.84 B1.97 B2.2 B2.62 B2.49 B2.02 B
Trade and Non Trade Payables1.66 B1.73 B1.93 B1.93 B2.27 B2.07 B
Property Plant and Equipment Net412.68 M461.42 M635.52 M582.87 M658.84 M559.36 M
Trade and Non Trade Receivables769.42 M828.45 M910.43 M937.36 M1.26 B1.14 B
Accumulated Retained Earnings Deficit718.34 M1.07 B1.55 B1.94 B2.33 B2.51 B
Tax Liabilities30.22 M16.47 M51.31 M22.23 M20 M20.53 M

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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 Portfolio Suggestion module to get suggestions outside of your existing asset allocation including your own model portfolios.

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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
0.35
Market Capitalization
18 B
Quarterly Revenue Growth YOY
0.074
Return On Assets
0.0699
Return On Equity
0.3
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.