LPL Historical Income Statement

LPLA Stock

USD 327.35 2.23 0.69%

Historical analysis of LPL Financial income statement accounts such as Selling And Marketing Expenses of 667.5 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.

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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.

Net Income Gross Profit

Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in LPL Financial Holdings. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in bureau of economic analysis.

About LPL 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 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

At present, LPL Financial's Selling General Administrative is projected to increase significantly based on the last few years of reporting. The current year's Selling And Marketing Expenses is expected to grow to about 667.5 M, whereas Depreciation And Amortization is forecasted to decline to about 336.5 M.

Selling General Administrative Total Revenue Gross Profit Cost Of Revenue

Total Revenue

Total revenue comprises all receipts LPL Financial Holdings generated from the sale of its products or services. The total amount of income generated by the sale of goods or services related to the company's primary operations.

Gross Profit

Gross profit is a required income statement account that reflects total revenue of LPL Financial Holdings minus its cost of goods sold. It is profit before LPL Financial operating expenses, interest payments and taxes. Gross profit is also known as gross margin. The profit a company makes after deducting the costs associated with making and selling its products, or the costs associated with providing its services.

Cost Of Revenue

Cost of Revenue is found on LPL Financial Holdings income statement and represents the costs associated with goods and services LPL Financial provides. Indirect cost, such as salaries, is not included. In other words, cost of revenue is the total cost incurred to obtain a sale. It is more than the traditional cost of goods sold, since it includes specific selling and marketing activities.

Most accounts from LPL Financial's 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. Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in LPL Financial Holdings. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in bureau of economic analysis.

	2021	2022	2023	2024 (projected)
Interest Expense	104.4M	126.2M	186.8M	105.8M
Depreciation And Amortization	6.9B	7.4B	354.2M	336.5M

Interest Expense Depreciation And Amortization

LPL Financial income statement Correlations

	Depreciation And Amortization	Interest Expense	Selling General Administrative	Selling And Marketing Expenses	Total Revenue	Gross Profit	Other Operating Expenses	Operating Income	Ebit	Ebitda	Total Operating Expenses	Income Before Tax	Total Other Income Expense Net	Net Income	Income Tax Expense	Cost Of Revenue	Net Income From Continuing Ops	Non Recurring	Non Operating Income Net Other	Tax Provision	Interest Income	Net Interest Income	Reconciled Depreciation	Extraordinary Items
Depreciation And Amortization		0.26	0.36	-0.12	-0.17	-0.19	-0.37	0.33	-0.98	0.28	-0.41	0.28	-0.54	0.31	0.16	-0.15	0.31	0.38	-0.67	0.25	-0.06	0.28	0.5	0.15
Interest Expense	0.26		-0.05	-0.2	0.35	-0.2	0.3	0.68	-0.09	0.77	0.02	0.76	0.29	0.78	0.72	0.46	0.74	0.85	-0.73	0.78	0.05	-0.5	0.74	-0.35
Selling General Administrative	0.36	-0.05		-0.5	0.07	0.37	-0.07	-0.13	-0.37	0.02	0.25	0.0	-0.14	0.01	0.01	-0.2	-0.04	-0.17	-0.24	-0.09	0.11	0.29	0.02	0.14
Selling And Marketing Expenses	-0.12	-0.2	-0.5		0.08	0.27	0.02	0.12	0.11	-0.07	-0.46	-0.06	-0.1	-0.07	-0.03	0.27	-0.05	-0.27	0.34	-0.05	0.21	-0.06	-0.05	-0.09
Total Revenue	-0.17	0.35	0.07	0.08		0.42	0.9	0.63	0.35	0.74	0.4	0.74	0.74	0.71	0.82	0.91	0.7	0.17	-0.33	0.62	0.51	-0.89	0.6	-0.89
Gross Profit	-0.19	-0.2	0.37	0.27	0.42		0.34	-0.13	0.19	-0.03	0.32	-0.03	0.23	-0.05	0.06	0.16	-0.07	-0.57	0.18	0.1	0.64	-0.11	0.04	-0.06
Other Operating Expenses	-0.37	0.3	-0.07	0.02	0.9	0.34		0.38	0.52	0.6	0.67	0.57	0.89	0.54	0.69	0.82	0.53	0.19	-0.25	0.45	0.26	-0.88	0.41	-0.84
Operating Income	0.33	0.68	-0.13	0.12	0.63	-0.13	0.38		-0.13	0.92	-0.25	0.93	0.25	0.94	0.89	0.75	0.95	0.65	-0.64	0.82	0.34	-0.66	0.85	-0.7
Ebit	-0.98	-0.09	-0.37	0.11	0.35	0.19	0.52	-0.13		-0.06	0.45	-0.06	0.67	-0.1	0.06	0.33	-0.1	-0.23	0.52	-0.07	0.13	-0.46	-0.32	-0.33
Ebitda	0.28	0.77	0.02	-0.07	0.74	-0.03	0.6	0.92	-0.06		0.12	1.0	0.46	0.99	0.99	0.77	0.99	0.73	-0.77	0.85	0.28	-0.75	0.88	-0.79
Total Operating Expenses	-0.41	0.02	0.25	-0.46	0.4	0.32	0.67	-0.25	0.45	0.12		0.08	0.67	0.05	0.19	0.16	0.03	-0.04	-0.07	0.04	0.02	-0.34	-0.03	-0.32
Income Before Tax	0.28	0.76	0.0	-0.06	0.74	-0.03	0.57	0.93	-0.06	1.0	0.08		0.46	1.0	0.99	0.77	1.0	0.72	-0.76	0.86	0.31	-0.74	0.88	-0.78
Total Other Income Expense Net	-0.54	0.29	-0.14	-0.1	0.74	0.23	0.89	0.25	0.67	0.46	0.67	0.46		0.43	0.56	0.65	0.43	0.2	-0.14	0.35	0.13	-0.82	0.26	-0.73
Net Income	0.31	0.78	0.01	-0.07	0.71	-0.05	0.54	0.94	-0.1	0.99	0.05	1.0	0.43		0.98	0.74	1.0	0.74	-0.78	0.86	0.29	-0.72	0.89	-0.76
Income Tax Expense	0.16	0.72	0.01	-0.03	0.82	0.06	0.69	0.89	0.06	0.99	0.19	0.99	0.56	0.98		0.84	0.97	0.64	-0.69	0.84	0.35	-0.81	0.85	-0.84
Cost Of Revenue	-0.15	0.46	-0.2	0.27	0.91	0.16	0.82	0.75	0.33	0.77	0.16	0.77	0.65	0.74	0.84		0.74	0.33	-0.32	0.64	0.38	-0.91	0.63	-0.9
Net Income From Continuing Ops	0.31	0.74	-0.04	-0.05	0.7	-0.07	0.53	0.95	-0.1	0.99	0.03	1.0	0.43	1.0	0.97	0.74		0.72	-0.76	0.86	0.31	-0.73	0.89	-0.77
Non Recurring	0.38	0.85	-0.17	-0.27	0.17	-0.57	0.19	0.65	-0.23	0.73	-0.04	0.72	0.2	0.74	0.64	0.33	0.72		-0.81	0.57	-0.32	-0.42	0.63	-0.41
Non Operating Income Net Other	-0.67	-0.73	-0.24	0.34	-0.33	0.18	-0.25	-0.64	0.52	-0.77	-0.07	-0.76	-0.14	-0.78	-0.69	-0.32	-0.76	-0.81		-0.63	0.09	0.37	-0.78	0.41
Tax Provision	0.25	0.78	-0.09	-0.05	0.62	0.1	0.45	0.82	-0.07	0.85	0.04	0.86	0.35	0.86	0.84	0.64	0.86	0.57	-0.63		0.57	-0.63	0.94	-0.51
Interest Income	-0.06	0.05	0.11	0.21	0.51	0.64	0.26	0.34	0.13	0.28	0.02	0.31	0.13	0.29	0.35	0.38	0.31	-0.32	0.09	0.57		-0.26	0.45	-0.18
Net Interest Income	0.28	-0.5	0.29	-0.06	-0.89	-0.11	-0.88	-0.66	-0.46	-0.75	-0.34	-0.74	-0.82	-0.72	-0.81	-0.91	-0.73	-0.42	0.37	-0.63	-0.26		-0.59	0.9
Reconciled Depreciation	0.5	0.74	0.02	-0.05	0.6	0.04	0.41	0.85	-0.32	0.88	-0.03	0.88	0.26	0.89	0.85	0.63	0.89	0.63	-0.78	0.94	0.45	-0.59		-0.54
Extraordinary Items	0.15	-0.35	0.14	-0.09	-0.89	-0.06	-0.84	-0.7	-0.33	-0.79	-0.32	-0.78	-0.73	-0.76	-0.84	-0.9	-0.77	-0.41	0.41	-0.51	-0.18	0.9	-0.54

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LPL Financial Account Relationship Matchups

LPL Financial income statement Accounts

	2019	2020	2021	2022	2023	2024 (projected)
Depreciation And Amortization	171.9K	5.1B	6.9B	7.4B	354.2M	336.5M
Interest Expense	130.0M	105.8M	104.4M	126.2M	186.8M	105.8M
Selling General Administrative	556.1M	609.3M	741.0M	820.7M	396.9M	576.4M
Selling And Marketing Expenses	205.5M	208.3M	302.3M	340.0M	459.2M	667.5M
Total Revenue	2.0B	2.0B	2.4B	3.1B	10.1B	10.6B
Gross Profit	1.2B	1.1B	1.4B	2.0B	3.1B	1.7B
Other Operating Expenses	1.3B	1.4B	1.7B	1.1B	10.1B	10.6B
Operating Income	741.8M	626.1M	601.3M	1.2B	1.6B	1.7B
Ebit	902.8M	(4.2B)	(6.1B)	(5.8B)	1.6B	1.7B
Ebitda	902.9M	908.9M	832.0M	1.5B	2.0B	2.1B
Total Operating Expenses	(1.3B)	(1.4B)	(1.7B)	(712.8M)	3.1B	3.2B
Income Before Tax	741.8M	626.1M	601.3M	1.1B	1.4B	1.5B
Total Other Income Expense Net	698.4M	(383.9M)	(24.4M)	(592.4M)	1.4B	1.5B
Net Income	559.9M	472.6M	459.9M	845.7M	1.1B	1.1B
Income Tax Expense	182.0M	153.4M	141.5M	266.0M	378.5M	397.5M
Cost Of Revenue	831.5M	900.1M	999.8M	1.1B	7.0B	7.4B
Net Income Applicable To Common Shares	559.9M	472.6M	459.9M	845.7M	972.6M	1.0B
Net Income From Continuing Ops	559.9M	472.6M	459.9M	845.7M	1.1B	1.1B
Tax Provision	182.0M	153.4M	141.5M	266.0M	378.5M	197.9M
Interest Income	46.5M	29.4M	28.6M	77.1M	88.7M	44.9M
Net Interest Income	(83.5M)	(76.4M)	(75.8M)	(49.1M)	(186.8M)	(177.5M)
Reconciled Depreciation	161.1M	177.1M	230.7M	287.4M	354.2M	232.7M

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When determining whether LPL Financial Holdings offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of LPL Financial's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Lpl Financial Holdings Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Lpl Financial Holdings Stock:

How To Invest In LPL

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Is LPL Stock a good investment?

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What is LPL Financial's Net Worth?

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Largest Investment Banking & Brokerage Companies

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You can also try the Piotroski F Score module to get Piotroski F Score based on the binary analysis strategy of nine different fundamentals.

Is Investment Banking & Brokerage space 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 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

0.165

Dividend Share

1.2

Earnings Share

13.33

Revenue Per Share

153.926

Quarterly Revenue Growth

0.232

The market value of LPL Financial Holdings is measured differently than its book value, which is the value of LPL 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 if LPL Financial is a good investment 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.

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LPL Historical Income Statement

About LPL Income Statement Analysis

LPL Financial Income Statement Chart

Total Revenue

Gross Profit

Cost Of Revenue

LPL Financial income statement Correlations

LPL Financial Account Relationship Matchups

High Positive Relationship

High Negative Relationship

LPL Financial income statement Accounts

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Income Before Tax	+ 1.0	Ebitda
Net Income	+ 1.0	Income Before Tax
Net Income From Continuing Ops	+ 1.0	Income Before Tax
Net Income From Continuing Ops	+ 1.0	Net Income
Net Income	+ 0.99	Ebitda
Income Tax Expense	+ 0.99	Ebitda

Ebit	- 0.98	Depreciation And Amortization
Net Interest Income	- 0.91	Cost Of Revenue
Extraordinary Items	- 0.9	Cost Of Revenue
Extraordinary Items	- 0.89	Total Revenue
Net Interest Income	- 0.89	Total Revenue
Net Interest Income	- 0.88	Other Operating Expenses