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
DateValue
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