Lpl Financial Holdings Stock Z Score

LPLA Stock

USD 266.90 2.61 0.99%

Altman Z Score is one of the simplest fundamental models to determine how likely your company is to fail. The module uses available fundamental data of a given equity to approximate the Altman Z score. Altman Z Score is determined by evaluating five fundamental price points available from the company's current public disclosure documents. Check out LPL Financial Piotroski F Score and LPL Financial Valuation analysis.

At present, LPL Financial's Capital Expenditures is projected to increase significantly based on the last few years of reporting. The current year's Return On Capital Employed is expected to grow to 0.25, whereas Capital Surpluse is forecasted to decline to about 1.7 B. 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 Financial Holdings Company Z Score Analysis

LPL Financial's Z-Score is a simple linear, multi-factor model that measures the financial health and economic stability of a company. The score is used to predict the probability of a firm going into bankruptcy within next 24 months or two fiscal years from the day stated on the accounting statements used to calculate it. The model uses five fundamental business ratios that are weighted according to algorithm of Professor Edward Altman who developed it in the late 1960s at New York University..

Z Score

Sum Of

5 Factors

More About Z Score | All Equity Analysis

First Factor

1.2 * (

Working Capital

/

Total Assets )

Second Factor

1.4 * (

Retained Earnings

/

Total Assets )

Thrid Factor

3.3 * (

EBITAD

/

Total Assets )

Fouth Factor

0.6 * (

Market Value of Equity

/

Total Liabilities )

Fifth Factor

0.99 * (

Revenue

/

Total Assets )

LPL Z Score Driver Correlations

Understanding the fundamental principles of building solid financial models for LPL Financial is extremely important. It helps to project a fair market value of LPL Stock properly, considering its historical fundamentals such as Z Score. Since LPL Financial's main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of LPL Financial's historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of LPL Financial's interrelated accounts and indicators.

	Total Assets	Total Stockholder Equity	Net Debt	Retained Earnings	Accounts Payable	Net Receivables	Good Will	Total Liab	Total Current Assets	Short Term Debt	Intangible Assets	Common Stock	Current Deferred Revenue	Long Term Debt	Short Term Investments	Property Plant Equipment	Net Tangible Assets	Long Term Debt Total	Capital Surpluse	Deferred Long Term Liab	Long Term Investments	Treasury Stock	Short Long Term Debt	Net Invested Capital	Capital Stock	Net Working Capital
Total Assets		0.88	0.48	0.82	0.52	0.62	0.96	0.99	0.59	0.25	0.19	0.83	0.94	0.92	-0.54	0.69	0.64	0.88	0.95	-0.69	0.55	-0.87	-0.68	0.89	0.68	0.88
Total Stockholder Equity	0.88		0.15	0.74	0.45	0.58	0.84	0.81	0.52	0.3	0.33	0.67	0.88	0.63	-0.51	0.38	0.78	0.57	0.73	-0.33	0.47	-0.64	-0.63	0.86	0.63	0.87
Net Debt	0.48	0.15		0.37	0.0	0.08	0.43	0.54	0.06	0.06	-0.47	0.4	0.49	0.58	-0.44	0.88	-0.05	0.72	0.61	-0.8	0.04	-0.75	-0.51	0.18	-0.02	0.22
Retained Earnings	0.82	0.74	0.37		0.85	0.91	0.89	0.81	0.89	0.14	0.13	0.69	0.79	0.77	-0.64	0.55	0.82	0.75	0.85	-0.65	0.87	-0.86	-0.76	0.9	0.87	0.91
Accounts Payable	0.52	0.45	0.0	0.85		0.97	0.69	0.51	0.99	-0.09	0.3	0.53	0.47	0.57	-0.41	0.23	0.72	0.49	0.6	-0.41	0.99	-0.54	-0.51	0.75	0.95	0.73
Net Receivables	0.62	0.58	0.08	0.91	0.97		0.77	0.61	0.99	-0.06	0.26	0.61	0.61	0.62	-0.43	0.28	0.79	0.56	0.67	-0.45	0.98	-0.62	-0.57	0.84	0.96	0.83
Good Will	0.96	0.84	0.43	0.89	0.69	0.77		0.95	0.74	0.08	0.27	0.86	0.93	0.91	-0.6	0.68	0.67	0.86	0.96	-0.67	0.72	-0.86	-0.75	0.91	0.81	0.89
Total Liab	0.99	0.81	0.54	0.81	0.51	0.61	0.95		0.59	0.22	0.15	0.83	0.92	0.95	-0.52	0.75	0.58	0.92	0.97	-0.75	0.54	-0.89	-0.66	0.86	0.67	0.84
Total Current Assets	0.59	0.52	0.06	0.89	0.99	0.99	0.74	0.59		-0.04	0.23	0.59	0.54	0.63	-0.38	0.28	0.75	0.57	0.65	-0.48	0.99	-0.6	-0.5	0.8	0.95	0.79
Short Term Debt	0.25	0.3	0.06	0.14	-0.09	-0.06	0.08	0.22	-0.04		-0.38	0.14	0.17	0.08	0.06	0.17	0.21	0.12	0.17	-0.2	-0.13	-0.25	0.01	0.12	-0.05	0.16
Intangible Assets	0.19	0.33	-0.47	0.13	0.3	0.26	0.27	0.15	0.23	-0.38		-0.01	0.2	0.14	-0.31	-0.22	0.37	-0.07	0.09	0.4	0.3	0.17	-0.19	0.4	0.46	0.31
Common Stock	0.83	0.67	0.4	0.69	0.53	0.61	0.86	0.83	0.59	0.14	-0.01		0.77	0.83	-0.27	0.64	0.34	0.81	0.86	-0.74	0.55	-0.77	-0.53	0.67	0.61	0.63
Current Deferred Revenue	0.94	0.88	0.49	0.79	0.47	0.61	0.93	0.92	0.54	0.17	0.2	0.77		0.84	-0.57	0.69	0.64	0.81	0.89	-0.61	0.51	-0.81	-0.69	0.87	0.64	0.86
Long Term Debt	0.92	0.63	0.58	0.77	0.57	0.62	0.91	0.95	0.63	0.08	0.14	0.83	0.84		-0.44	0.79	0.44	0.97	0.96	-0.83	0.59	-0.86	-0.57	0.79	0.69	0.75
Short Term Investments	-0.54	-0.51	-0.44	-0.64	-0.41	-0.43	-0.6	-0.52	-0.38	0.06	-0.31	-0.27	-0.57	-0.44		-0.52	-0.53	-0.42	-0.58	0.32	-0.42	0.64	0.95	-0.52	-0.42	-0.53
Property Plant Equipment	0.69	0.38	0.88	0.55	0.23	0.28	0.68	0.75	0.28	0.17	-0.22	0.64	0.69	0.79	-0.52		0.12	0.86	0.81	-0.84	0.25	-0.85	-0.62	0.41	0.27	0.4
Net Tangible Assets	0.64	0.78	-0.05	0.82	0.72	0.79	0.67	0.58	0.75	0.21	0.37	0.34	0.64	0.44	-0.53	0.12		0.37	0.54	-0.17	0.73	-0.5	-0.56	0.87	0.79	0.9
Long Term Debt Total	0.88	0.57	0.72	0.75	0.49	0.56	0.86	0.92	0.57	0.12	-0.07	0.81	0.81	0.97	-0.42	0.86	0.37		0.95	-0.92	0.52	-0.91	-0.56	0.7	0.57	0.68
Capital Surpluse	0.95	0.73	0.61	0.85	0.6	0.67	0.96	0.97	0.65	0.17	0.09	0.86	0.89	0.96	-0.58	0.81	0.54	0.95		-0.82	0.62	-0.94	-0.73	0.82	0.7	0.8
Deferred Long Term Liab	-0.69	-0.33	-0.8	-0.65	-0.41	-0.45	-0.67	-0.75	-0.48	-0.2	0.4	-0.74	-0.61	-0.83	0.32	-0.84	-0.17	-0.92	-0.82		-0.43	0.89	0.48	-0.47	-0.39	-0.48
Long Term Investments	0.55	0.47	0.04	0.87	0.99	0.98	0.72	0.54	0.99	-0.13	0.3	0.55	0.51	0.59	-0.42	0.25	0.73	0.52	0.62	-0.43		-0.57	-0.54	0.78	0.95	0.75
Treasury Stock	-0.87	-0.64	-0.75	-0.86	-0.54	-0.62	-0.86	-0.89	-0.6	-0.25	0.17	-0.77	-0.81	-0.86	0.64	-0.85	-0.5	-0.91	-0.94	0.89	-0.57		0.78	-0.71	-0.57	-0.73
Short Long Term Debt	-0.68	-0.63	-0.51	-0.76	-0.51	-0.57	-0.75	-0.66	-0.5	0.01	-0.19	-0.53	-0.69	-0.57	0.95	-0.62	-0.56	-0.56	-0.73	0.48	-0.54	0.78		-0.62	-0.53	-0.63
Net Invested Capital	0.89	0.86	0.18	0.9	0.75	0.84	0.91	0.86	0.8	0.12	0.4	0.67	0.87	0.79	-0.52	0.41	0.87	0.7	0.82	-0.47	0.78	-0.71	-0.62		0.9	0.99
Capital Stock	0.68	0.63	-0.02	0.87	0.95	0.96	0.81	0.67	0.95	-0.05	0.46	0.61	0.64	0.69	-0.42	0.27	0.79	0.57	0.7	-0.39	0.95	-0.57	-0.53	0.9		0.86
Net Working Capital	0.88	0.87	0.22	0.91	0.73	0.83	0.89	0.84	0.79	0.16	0.31	0.63	0.86	0.75	-0.53	0.4	0.9	0.68	0.8	-0.48	0.75	-0.73	-0.63	0.99	0.86

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To calculate a Z-Score, one would need to know a company's current working capital, its total assets and liabilities, and the amount of its latest earnings as well as earnings before interest and tax. Z-Scores can be used to compare the odds of bankruptcy of companies in a similar line of business or firms operating in the same industry. Companies with Z-Scores above 3.1 are generally considered to be stable and healthy with a low probability of bankruptcy. Scores that fall between 1.8 and 3.1 lie in a so-called 'grey area,' with scores of less than 1 indicating the highest probability of distress. Z Score is a used widely measure by financial auditors, accountants, money managers, loan processors, wealth advisers, and day traders. In the last 25 years, many financial models that utilize z-scores proved it to be successful as a predictor of corporate bankruptcy.

Competition

Predict LPL Financial

Based on the company's disclosures, LPL Financial Holdings has a Z Score of 0.0. This is 100.0% lower than that of the Capital Markets sector and 100.0% lower than that of the Financials industry. The z score for all United States stocks is 100.0% higher than that of the company.

LPL Financial Institutional Holders

Institutional Holdings refers to the ownership stake in LPL Financial that is held by large financial organizations, pension funds or endowments. Institutions may purchase large blocks of LPL Financial's outstanding shares and can exert considerable influence upon its management. Institutional holders may also work to push the share price higher once they own the stock. Extensive social media coverage, TV shows, articles in high-profile magazines, and presentations at investor conferences help move the stock higher, increasing LPL Financial's value.

		Shares
Geode Capital Management, Llc	2023-12-31	1.4 M
Millennium Management Llc	2023-12-31	1.2 M
Samlyn Capital, Llc	2022-12-12	1.2 M
Boston Partners Global Investors, Inc	2023-12-31	1 M
Bank Of New York Mellon Corp	2023-12-31	946.9 K
Jpmorgan Chase & Co	2023-12-31	910.3 K
Norges Bank	2023-12-31	880.8 K
D. E. Shaw & Co Lp	2023-09-30	831.1 K
Td Asset Management Inc	2023-12-31	828.4 K
Vanguard Group Inc	2023-12-31	7.1 M
Blackrock Inc	2023-12-31	6 M

LPL Fundamentals

	Return On Equity	0.5
	Return On Asset	0.11
	Profit Margin	0.11 %
	Operating Margin	0.16 %
	Current Valuation	23.1 B
	Shares Outstanding	74.7 M
	Shares Owned By Insiders	0.67 %
	Shares Owned By Institutions	96.20 %
	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	13.69 X
	Price To Earnings To Growth	1.52 X
	Target Price	296.5
	Number Of Employees	8.4 K
	Beta	0.84
	Market Capitalization	19.74 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.

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When determining whether LPL Financial Holdings offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of LPL Financial's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Lpl Financial Holdings Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Lpl Financial Holdings Stock:

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Is LPL Stock a good investment?

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What is LPL Financial's Net Worth?

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Check out LPL Financial Piotroski F Score and LPL Financial Valuation analysis.

You can also try the Portfolio Dashboard module to portfolio dashboard that provides centralized access to all your investments.

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

13.69

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.

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Lpl Financial Holdings Stock Z Score

LPL Financial Holdings Company Z Score Analysis

Z Score

Sum Of

5 Factors

First Factor

1.2 * (

Working Capital

/

Total Assets )

Second Factor

1.4 * (

Retained Earnings

/

Total Assets )

Thrid Factor

3.3 * (

EBITAD

/

Total Assets )

Fouth Factor

0.6 * (

Market Value of Equity

/

Total Liabilities )

Fifth Factor

0.99 * (

Revenue

/

Total Assets )

LPL Z Score Driver Correlations

LPL Financial Institutional Holders

LPL Fundamentals

About LPL Financial Fundamental Analysis

Building efficient market-beating portfolios requires time, education, and a lot of computing power!

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