LPL Financial Holdings (LPLA) Return on Invested Capital (2012 - 2022)
LPL Financial Holdings (LPLA) posted quarterly Return on Invested Capital of 0.07% for Q4 2022, up 5.0% year-over-year from 0.07% in Q4 2021, and up 104.11% on a QoQ basis from 0.04% in Q3 2022.
LPL Financial Holdings (LPLA) Return on Invested Capital (2012 - 2022) Analysis & Trends
LPL Financial Holdings has reported Return on Invested Capital for 6 years, with the latest figure at 0.07% in Q4 2022.
- Return on Invested Capital for Q4 2022 came in at 0.07%, up 5.0% year-over-year; the trailing twelve-month figure through Dec 2022 was 0.07% (up 5.0% YoY), and the FY2021 annual result was 0.05%, down 148.0% from the prior year.
- Return on Invested Capital improved to 0.07% in Q4 2022, from 0.04% in the prior quarter.
- Over five years, Return on Invested Capital peaked at 0.07% in Q4 2022 and troughed at 0.02% in Q1 2022.
- A 4-year average of 0.03% and a median of 0.03% in 2020 frame the typical range for Return on Invested Capital.
- The widest annual swing landed in 2020, when Return on Invested Capital fell 4 bps; it then gained 5 bps in 2022.
- A 4-year view of Return on Invested Capital shows it stood at 0.03% in 2019, then retreated by 22 bps to 0.03% in 2020, then slipped by 19 bps to 0.02% in 2021, then surged by 247 bps to 0.07% in 2022.
- Per Business Quant data, the three most recent Return on Invested Capital figures were 0.07% in Q4 2022, 0.04% in Q3 2022, and 0.02% in Q2 2022.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROIC (Qtr) |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 333.21 Bn | 173.07 Bn | - | 0.00% |
| 2 | Goldman Sachs | 311.14 Bn | -665.21 Bn | - | 0.00% |
| 3 | Schwab Charles | 196.95 Bn | 123.36 Bn | - | 0.07% |
| 4 | Robinhood Markets | 93.19 Bn | 75.81 Bn | 1.20 Bn | 0.00% |
| 5 | Interactive Brokers | 41.71 Bn | -22.59 Bn | - | 0.00% |
| 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 | - | 0.00% |
Historic Data
Download Data| Date | Value |
|---|---|
| Dec 31, 2022 | 0.07% |
| Sep 30, 2022 | 0.04% |
| Jun 30, 2022 | 0.02% |
| Mar 31, 2022 | 0.02% |
| Dec 31, 2021 | 0.02% |
| Sep 30, 2021 | 0.40% |
| Jun 30, 2021 | 0.40% |
| Mar 31, 2021 | 0.40% |
| Dec 31, 2020 | 0.39% |
| Sep 30, 2020 | 0.02% |
| Jun 30, 2020 | 0.02% |
| Mar 31, 2020 | 0.02% |
| Dec 31, 2019 | 0.03% |
| Sep 30, 2019 | 0.04% |
| Jun 30, 2019 | 0.06% |
| Jun 30, 2013 | 0.04% |
| Mar 31, 2013 | 0.05% |
| Dec 31, 2012 | 0.04% |