LPL Financial Holdings (LPLA) Invested Capital (2010 - 2021)
LPL Financial Holdings' Invested Capital was $1.81 billion in Q3 2021, up 30.5% from $1.38 billion a year earlier and up 5.7% from the prior quarter.
Powered by 
Analysis
LPL Financial Holdings (LPLA) Invested Capital (2010 - 2021) Analysis & Trends
For FY2020, Invested Capital at LPL Financial Holdings came in at $1.49 billion, up 20.2% from FY2019.
- Invested Capital has now increased for five consecutive years, with a five-year compound annual growth rate of 10.5% (FY2015 to FY2020).
- In earlier years, Invested Capital was $1.24 billion in FY2019 (+3.6%), $1.2 billion in FY2018 (+4.2%), $1.15 billion in FY2017 (+12.9%) and $1.02 billion in FY2016 (+12.7%).
- The Q3 2021 figure marks the highest quarterly Invested Capital in data going back to Q4 2010.
- Compared with a year earlier, Invested Capital has increased for six straight quarters, with growth averaging 18.2% over the last eight quarters.
- The best year-over-year quarter for Invested Capital over five years was Q1 2021 (growth of 36.6%); the worst was Q1 2020 (a decline of 2.9%).
- Per Business Quant data, LPLA's Invested Capital in the three quarters before Q3 2021 was $1.71 billion (Q2 2021), $1.59 billion (Q1 2021) and $1.49 billion (Q4 2020).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | Robinhood Markets | 101.35 Bn | 82.45 Bn | - | - |
| 2 | Bank of New York Mellon | 98.65 Bn | 38.02 Bn | - | 50.48 Bn |
| 3 | Cme | 94.54 Bn | 94.54 Bn | - | 29.94 Bn |
| 4 | Intercontinental Exchange | 84.23 Bn | 78.04 Bn | - | 49.47 Bn |
| 5 | Nasdaq | 50.77 Bn | 48.20 Bn | 1.50 Bn | 20.75 Bn |
| 6 | State Street | 48.31 Bn | 48.31 Bn | - | - |
| 7 | Interactive Brokers | 39.79 Bn | 33.24 Bn | - | 22.26 Bn |
| 8 | Northern Trust | 31.37 Bn | 31.37 Bn | - | 22.03 Bn |
| 9 | Cboe Global Markets | 28.34 Bn | 20.00 Bn | 731.60 Mn | 7.07 Bn |
| 10 | LPL Financial Holdings | 24.92 Bn | 20.24 Bn | - | - |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Sep 30, 2021 | 1.81 Bn |
| Jun 30, 2021 | 1.71 Bn |
| Mar 31, 2021 | 1.59 Bn |
| Dec 31, 2020 | 1.49 Bn |
| Sep 30, 2020 | 1.38 Bn |
| Jun 30, 2020 | 1.31 Bn |
| Mar 31, 2020 | 1.16 Bn |
| Dec 31, 2019 | 1.24 Bn |
| Sep 30, 2019 | 1.16 Bn |
| Jun 30, 2019 | 1.21 Bn |
| Mar 31, 2019 | 1.20 Bn |
| Dec 31, 2018 | 1.20 Bn |
| Sep 30, 2018 | 1.17 Bn |
| Jun 30, 2018 | 1.16 Bn |
| Mar 31, 2018 | 1.15 Bn |
| Dec 31, 2017 | 1.15 Bn |
| Sep 30, 2017 | 1.09 Bn |
| Jun 30, 2017 | 1.04 Bn |
| Mar 31, 2017 | 1.03 Bn |
| Dec 31, 2016 | 1.02 Bn |
API Access
LPL Financial Holdings Invested Capital API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=invested-capital&ticker=LPLA&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "invested-capital", "ticker": "LPLA", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=invested-capital&ticker=LPLA&period=max&api_key=YOUR_API_KEY");
const data = await res.json();