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 338.83 Bn 205.30 Bn - 0.00%
2 Goldman Sachs 316.34 Bn -660.01 Bn - 0.00%
3 Schwab Charles 220.55 Bn 135.80 Bn - 0.11%
4 Futu Holdings 121.48 Bn 105.59 Bn 733.58 Mn 0.32%
5 Robinhood Markets 84.07 Bn 66.74 Bn 1.20 Bn 0.00%
6 Iren 68.17 Bn 65.95 Bn 104.86 Mn -0.01%
7 ATIF Holdings 45.42 Bn 45.42 Bn - -
8 Interactive Brokers 39.54 Bn -3.28 Bn - 0.00%
9 LPL Financial Holdings 28.27 Bn 25.57 Bn - -
10 Tradeweb Markets 23.53 Bn 22.17 Bn - -

Historic Data

Download Data
DateValue
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%