LPL Financial Holdings (LPLA) Change in Taxes (2010 - 2021)
LPL Financial Holdings (LPLA) posted quarterly Change in Taxes of $2.4 million for Q3 2021, up 103.21% year-over-year from $1.2 million in Q3 2020, and up 104.48% on a QoQ basis from -$52.8 million in Q2 2021.
LPL Financial Holdings (LPLA) Change in Taxes (2010 - 2021) Analysis & Trends
LPL Financial Holdings has reported Change in Taxes for 12 years, with the latest figure at $2.4 million in Q3 2021.
- Change in Taxes for Q3 2021 came in at $2.4 million, up 103.21% year-over-year; the trailing twelve-month figure through Sep 2021 was -$6.5 million (down 187.46% YoY), and the FY2020 annual result was $8.0 million, up 162.33% from the prior year.
- Change in Taxes improved to $2.4 million in Q3 2021, from -$52.8 million in the prior quarter.
- Over five years, Change in Taxes peaked at $45.2 million in Q1 2020 and troughed at -$73.8 million in Q3 2020.
- A 5-year average of $182947.4 and a median of $3.1 million in 2018 frame the typical range for Change in Taxes.
- The widest annual swing landed in 2018, when Change in Taxes surged 195.34%; it then plunged 1452.75% in 2019.
- A 5-year view of Change in Taxes shows it stood at -$11.0 million in 2017, then surged by 195.34% to $10.5 million in 2018, then increased by 24.12% to $13.0 million in 2019, then climbed by 4.18% to $13.5 million in 2020, then slumped by 82.52% to $2.4 million in 2021.
- Per Business Quant data, the three most recent Change in Taxes figures were $2.4 million in Q3 2021, -$52.8 million in Q2 2021, and $30.4 million in Q1 2021.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Change in Taxes (Qtr) |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 333.21 Bn | 173.07 Bn | - | - |
| 2 | Goldman Sachs | 311.14 Bn | -665.21 Bn | - | - |
| 3 | Schwab Charles | 196.95 Bn | 123.36 Bn | - | - |
| 4 | Robinhood Markets | 93.19 Bn | 75.81 Bn | 1.20 Bn | - |
| 5 | Interactive Brokers | 41.71 Bn | -22.59 Bn | - | - |
| 6 | LPL Financial Holdings | 29.06 Bn | 26.36 Bn | - | - |
| 7 | Tradeweb Markets | 23.03 Bn | 20.97 Bn | - | - |
| 8 | Circle Internet | 21.70 Bn | 19.97 Bn | 288.85 Mn | - |
| 9 | Futu Holdings | 16.14 Bn | 214.18 Mn | 733.58 Mn | - |
| 10 | UP Fintech Holding | 13.78 Bn | 13.78 Bn | - | - |
Historic Data
Download Data| Date | Value |
|---|---|
| Sep 30, 2021 | 2.37 Mn |
| Sep 30, 2021 | 2.37 Mn |
| Jun 30, 2021 | -52.83 Mn |
| Jun 30, 2021 | -52.83 Mn |
| Mar 31, 2021 | 30.40 Mn |
| Mar 31, 2021 | 30.40 Mn |
| Dec 31, 2020 | 13.53 Mn |
| Dec 31, 2020 | 13.53 Mn |
| Sep 30, 2020 | -73.76 Mn |
| Sep 30, 2020 | -73.76 Mn |
| Jun 30, 2020 | 23.09 Mn |
| Jun 30, 2020 | 23.09 Mn |
| Mar 31, 2020 | 45.15 Mn |
| Mar 31, 2020 | 45.15 Mn |
| Dec 31, 2019 | 12.98 Mn |
| Dec 31, 2019 | 12.98 Mn |
| Sep 30, 2019 | -6.07 Mn |
| Sep 30, 2019 | -6.07 Mn |
| Jun 30, 2019 | -61.52 Mn |
| Jun 30, 2019 | -61.52 Mn |