LPL Financial Holdings (LPLA) Invested Capital (2012 - 2022)
LPL Financial Holdings (LPLA) posted quarterly Invested Capital of $105.9 million for Q1 2022, little changed year-over-year from $106.4 million in Q1 2021, and little changed on a QoQ basis from $106.1 million in Q4 2021.
LPL Financial Holdings (LPLA) Invested Capital (2012 - 2022) Analysis & Trends
LPL Financial Holdings has reported Invested Capital for 5 years, with the latest figure at $105.9 million in Q1 2022.
- Invested Capital for Q1 2022 came in at $105.9 million, changed 0.45% year-over-year; the trailing twelve-month figure through Dec 2022 was $105.9 million (down 75.07% YoY), and the FY2021 annual result was $106.1 million, down 1.26% from the prior year.
- Invested Capital held at $105.9 million in Q1 2022, from $106.1 million in the prior quarter.
- Over five years, Invested Capital peaked at $108.6 million in Q4 2019 and troughed at $105.9 million in Q1 2022.
- A 4-year average of $107.0 million and a median of $107.1 million in 2019 frame the typical range for Invested Capital.
- The widest annual swing landed in 2020, when Invested Capital climbed 0.57%; it then slipped 1.26% in 2021.
- A 4-year view of Invested Capital shows it stood at $108.6 million in 2019, then decreased by 1.08% to $107.4 million in 2020, then decreased by 1.26% to $106.1 million in 2021, then dropped by 0.15% to $105.9 million in 2022.
- Per Business Quant data, the three most recent Invested Capital figures were $105.9 million in Q1 2022, $106.1 million in Q4 2021, and $106.1 million in Q3 2021.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 338.83 Bn | 205.30 Bn | - | 392.56 Bn |
| 2 | Goldman Sachs | 316.34 Bn | -660.01 Bn | - | 55.64 Bn |
| 3 | Schwab Charles | 220.55 Bn | 135.80 Bn | - | - |
| 4 | Futu Holdings | 121.48 Bn | 105.59 Bn | 733.58 Mn | 8.63 Mn |
| 5 | Robinhood Markets | 84.07 Bn | 66.74 Bn | 1.20 Bn | 20.54 Bn |
| 6 | Iren | 68.17 Bn | 65.95 Bn | 104.86 Mn | 274.26 Mn |
| 7 | ATIF Holdings | 45.42 Bn | 45.42 Bn | - | -250,000.00 |
| 8 | Interactive Brokers | 39.54 Bn | -3.28 Bn | - | 32.02 Bn |
| 9 | LPL Financial Holdings | 28.27 Bn | 25.57 Bn | - | - |
| 10 | Tradeweb Markets | 23.53 Bn | 22.17 Bn | - | - |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2022 | 105.91 Mn |
| Dec 31, 2021 | 106.07 Mn |
| Sep 30, 2021 | 106.15 Mn |
| Jun 30, 2021 | 106.24 Mn |
| Mar 31, 2021 | 106.39 Mn |
| Dec 31, 2020 | 107.42 Mn |
| Sep 30, 2020 | 107.50 Mn |
| Jun 30, 2020 | 107.55 Mn |
| Mar 31, 2020 | 107.60 Mn |
| Dec 31, 2019 | 108.59 Mn |
| Sep 30, 2019 | 107.18 Mn |
| Jun 30, 2019 | 107.08 Mn |
| Mar 31, 2019 | 106.99 Mn |
| Sep 30, 2012 | 79.65 Mn |