Lpl Financial Holdings Stock Fundamentals
| LPLA Stock | USD 259.11 1.00 0.38% |
LPL Financial Holdings fundamentals help investors to digest information that contributes to LPL Financial's financial success or failures. It also enables traders to predict the movement of LPL Stock. The fundamental analysis module provides a way to measure LPL Financial's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to LPL Financial stock.
At present, LPL Financial's Depreciation And Amortization is projected to increase significantly based on the last few years of reporting. The current year's Selling General Administrative is expected to grow to about 576.4 M, whereas Interest Expense is forecasted to decline to about 105.8 M. LPL | Select Account or Indicator |
LPL Financial Holdings Company Return On Asset Analysis
LPL Financial's Return on Asset or ROA shows how effective is the management of the company in generating income from utilizing all of the assets at their disposal. It is a useful ratio to evaluate the performance of different departments of a company as well as to understand management performance over time.
Current LPL Financial Return On Asset | 0.11 |
Most of LPL Financial's fundamental indicators, such as Return On Asset, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, LPL Financial Holdings is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Return on Asset measures overall efficiency of a company in generating profits from its total assets. It is expressed as the percentage of profits earned per dollar of Asset. A low ROA typically means that a company is asset-intensive and therefore will needs more money to continue generating revenue in the future.
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LPL Total Assets
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Based on the latest financial disclosure, LPL Financial Holdings has a Return On Asset of 0.1082. This is 123.02% lower than that of the Capital Markets sector and 100.62% lower than that of the Financials industry. The return on asset for all United States stocks is 177.29% lower than that of the firm.
LPL Financial Holdings Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining LPL Financial's current stock value. Our valuation model uses many indicators to compare LPL Financial value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across LPL Financial competition to find correlations between indicators driving LPL Financial's intrinsic value. More Info.LPL Financial Holdings is currently regarded as number one stock in return on equity category among related companies. It is currently regarded as number one stock in return on asset category among related companies reporting about 0.22 of Return On Asset per Return On Equity. The ratio of Return On Equity to Return On Asset for LPL Financial Holdings is roughly 4.64 . At present, LPL Financial's Return On Equity is projected to increase slightly based on the last few years of reporting.Comparative valuation analysis is a catch-all model that can be used if you cannot value LPL Financial by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for LPL Financial's Stock. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the LPL Financial's earnings, one of the primary drivers of an investment's value.LPL Return On Asset Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses LPL Financial's direct or indirect competition against its Return On Asset to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of LPL Financial could also be used in its relative valuation, which is a method of valuing LPL Financial by comparing valuation metrics of similar companies.LPL Financial is currently under evaluation in return on asset category among related companies.
LPL Fundamentals
| Return On Equity | 0.5 | |||
| Return On Asset | 0.11 | |||
| Profit Margin | 0.11 % | |||
| Operating Margin | 0.16 % | |||
| Current Valuation | 22.79 B | |||
| Shares Outstanding | 74.7 M | |||
| Shares Owned By Insiders | 0.67 % | |||
| Shares Owned By Institutions | 96.17 % | |||
| Number Of Shares Shorted | 1.26 M | |||
| Price To Earning | 40.90 X | |||
| Price To Book | 9.38 X | |||
| Price To Sales | 1.94 X | |||
| Revenue | 10.05 B | |||
| Gross Profit | 2.39 B | |||
| EBITDA | 2.03 B | |||
| Net Income | 1.07 B | |||
| Cash And Equivalents | 1.22 B | |||
| Cash Per Share | 15.28 X | |||
| Total Debt | 3.73 B | |||
| Debt To Equity | 1.36 % | |||
| Current Ratio | 7.94 X | |||
| Book Value Per Share | 27.85 X | |||
| Cash Flow From Operations | 512.61 M | |||
| Short Ratio | 2.59 X | |||
| Earnings Per Share | 13.68 X | |||
| Price To Earnings To Growth | 1.52 X | |||
| Target Price | 296.5 | |||
| Number Of Employees | 8.4 K | |||
| Beta | 0.84 | |||
| Market Capitalization | 19.43 B | |||
| Total Asset | 10.39 B | |||
| Retained Earnings | 4.09 B | |||
| Working Capital | 2.33 B | |||
| Current Asset | 2.28 B | |||
| Current Liabilities | 1.48 B | |||
| Annual Yield | 0 % | |||
| Five Year Return | 1.14 % | |||
| Net Asset | 10.39 B | |||
| Last Dividend Paid | 1.2 |
About LPL Financial Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze LPL Financial Holdings's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of LPL Financial using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of LPL Financial Holdings based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.| Last Reported | Projected for Next Year | ||
| Current Deferred Revenue | 156.2 M | 91.8 M | |
| Total Revenue | 10.1 B | 10.6 B | |
| Cost Of Revenue | 6.4 B | 6.7 B | |
| Stock Based Compensation To Revenue | 0.01 | 0.01 | |
| Sales General And Administrative To Revenue | 0.04 | 0.04 | |
| Research And Ddevelopement To Revenue | 0.00 | 0.00 | |
| Capex To Revenue | (0.04) | (0.04) | |
| Revenue Per Share | 130.88 | 137.43 | |
| Ebit Per Revenue | 0.17 | 0.18 |
LPL Financial Investors Sentiment
The influence of LPL Financial's investor sentiment on the probability of its price appreciation or decline could be a good factor in your decision-making process regarding taking a position in LPL. The overall investor sentiment generally increases the direction of a stock movement in a one-year investment horizon. However, the impact of investor sentiment on the entire stock market does not have solid backing from leading economists and market statisticians.
Investor biases related to LPL Financial's public news can be used to forecast risks associated with an investment in LPL. The trend in average sentiment can be used to explain how an investor holding LPL can time the market purely based on public headlines and social activities around LPL Financial Holdings. Please note that most equities that are difficult to arbitrage are affected by market sentiment the most.
LPL Financial's market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for LPL Financial's and other traded tickers. The bigger the bubble, the more accurate is the estimated score. Higher bars for a given day show more participation in the average LPL Financial's news discussions. The higher the estimated score, the more favorable is the investor's outlook on LPL Financial.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards LPL Financial in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, LPL Financial's short interest history, or implied volatility extrapolated from LPL Financial options trading.
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Complementary Tools for LPL Stock analysis
When running LPL Financial's price analysis, check to measure LPL Financial's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy LPL Financial is operating at the current time. Most of LPL Financial's value examination focuses on studying past and present price action to predict the probability of LPL Financial's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move LPL Financial's price. Additionally, you may evaluate how the addition of LPL Financial to your portfolios can decrease your overall portfolio volatility.
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Is LPL Financial's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of LPL Financial. If investors know LPL will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about LPL Financial listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth (0.28) | Dividend Share 1.2 | Earnings Share 13.68 | Revenue Per Share 130.885 | Quarterly Revenue Growth 0.133 |
The market value of LPL Financial Holdings is measured differently than its book value, which is the value of LPL that is recorded on the company's balance sheet. Investors also form their own opinion of LPL Financial's value that differs from its market value or its book value, called intrinsic value, which is LPL Financial's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because LPL Financial's market value can be influenced by many factors that don't directly affect LPL Financial's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between LPL Financial's value and its price as these two are different measures arrived at by different means. Investors typically determine if LPL Financial is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, LPL Financial's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.