LPL Financial Holdings Inc. (LPLA) Revenue-to-Profit Sankey Flow & SEC XBRL Financials

$279.54 +3.85% NASDAQ • Public Delayed / 60s Snapshot

LPL Financial Holdings Inc. (LPLA) receives a Roarable Rating of D+ (Sell) and flashes a Red SELL / AVOID warning (58/100 RQD Confidence). Our SEC filing scanner spotted paper earnings outpacing real operating cash flow (+101.5% (NI vs OCF)) while unpaid customer invoices grew—a classic sign to step aside until cash flow catches up.

ROARABLE D+ • SELL / AVOID Cap $22.01B
INTERACTIVE SCENARIO DECK:
🛡️ Portfolio Crash X-Ray
RQD QUANT TACHOMETERSELL / AVOID • D+
025507510058
2-of-3 JEV AI Jury Bearish Warning
Cash
SEC
Whale
5-PILLAR SNOWFLAKE RADARRw D · Rk D
Cash (6)Whales (10)SEC (8)Macro (15)CEO (12)
Each axis scored 0–20
12M PRICE TARGET CONE+0% Base Target
$420 Bull$280 Base$218 Bear
🔴 SUNDAY NIGHT PREP • 7:00 PM ET
WHALE OPTIONS TUG-OF-WAR:62% Call Buyers ($2.8M)
38% PutsMax Pain: $274.00
VISUAL REVENUE-TO-PROFIT SANKEY WATERFALL • FY 2025 (10-K)

How LPLA Turns Every Dollar of Sales Into Real Bottom-Line Profit

Free Cash Flow:$0 (0% FCF Margin)
Revenue$16.99BGross Profit $7.48B (44%)Cost of Sales $9.51BOp Profit $1.02B (6%)OpEx (R&D/SG&A) $6.46BNet Profit$863.0M (5.1%)Tax/Other $155.3M

Multi-Year SEC EDGAR XBRL Revenue, Net Profit & Free Cash Flow Trajectory

■ Revenue■ Net Profit■ Free Cash Flow
FY23
Rev $10.05B
FY24
Rev $12.39B
FY25
Rev $16.99B
Fiscal YearRevenueGross MarginOp MarginNet ProfitFree Cash FlowROIC %
FY 2025$16.99B44%6%$863.0M-$981.8M7.9%
FY 2024$12.39B44%10.1%$1.06B-$284.9M14.9%
FY 2023$10.05B44%12.5%$1.07B$60.2M13.6%
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Red-Light Warning Desk: How Pros Profit When Overhyped Stocks Crack (Featuring LPLA)

  • ✓Live walkthrough of LPLA's RQD Radar, SEC cash-conversion gap & downside levels
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RQD INSIDER CLUB UPGRADE$49/YEAR
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LPLA // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: -15.08%▲ ASCENDING CHANNEL
2026-10-30O $280.3H $286.6L $272.3C $283.7VOL 2.17M
RES: $342.6SUP: $268.5SMA50: $330.3SMA200: $322.5
$387.3$352.9$318.4$283.9$249.5RES $342.6SUP $268.5$283.72026-04-302026-06-152026-07-312026-09-162026-10-30
PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

LPLA Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

Share Count & Dilution Monitor (#25)

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle (#30)
19.2%/yr Implied 5Y Growth

vs. +37.2% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger (#33)

No active Ellis Vennor swing setup published on LPLA today. View full Setup Ledger →

🦋 Documented & Second-Order Butterfly Connections Open Graph →

No direct multi-tier Butterfly edges indexed yet for LPLA. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video
🎬 No recent verified company-specific video clip queued for LPLA today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →

LPLA Investor FAQ & Complete 8-Part Research Index

100% OPEN ACCESS • SEC EDGAR × CBOE × FRED

How profitable is LPL Financial Holdings Inc. (LPLA)?

In FY 2025 (10-K), LPLA converted $17.0B of revenue into a 44% gross margin, 6% operating margin, and $0 in free cash flow (0% FCF margin).