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LPLA
HOLDLPL Financial Holdings Inc.
Financials
1.05
PEGY ratio
Rank #186
Why This Matters
This stock appears fairly valued relative to its growth and dividend yield. Strong projected growth of 155.9% annually over 5 years. Pays a 0.4% dividend yield.
LPLA is fairly valued at 26.6x earnings with 25.0% capped growth (actual 155.9%) + 0.4% yield (PEGY 1.05). The stock is priced close to what its growth and income profile would suggest.
~ Growth estimate uses historical CAGR (forward estimates unavailable)
- • Growth rate derived from historical CAGR — limited analyst coverage.
- • Growth rate capped at 25% for PEGY calculation (actual: 155.9%). Per Peter Lynch methodology, growth above 25% is rarely sustainable over 5 years.
Scan date: 2026-06-12
Valuation
26.6x
P/E Ratio
Growth
155.9%
5yr EPS
Income
0.4%
Div Yield
PEGY Components
PEGY Score1.05
Denominator25.4%
EPS (TTM)$11.12
Market Data
Price$295.66
ExchangeNASDAQ
S&P 500
What Changed
PEGY Score
1.02→1.05(+0.02)
Rank
#182→#186(4 positions)
vs 7 days ago
Portfolio Context
Founder does not hold this stock.
Not in your portfolio.
Sector: Financials
PEGY History — 90 days
Data: Yahoo Finance • Updated nightly 11 PM ET • For informational purposes only