Lpl Financial Holdings Stock Performance
| LPLA Stock | USD 263.00 1.88 0.72% |
On a scale of 0 to 100, LPL Financial holds a performance score of 10. The company secures a Beta (Market Risk) of 0.36, which conveys possible diversification benefits within a given portfolio. As returns on the market increase, LPL Financial's returns are expected to increase less than the market. However, during the bear market, the loss of holding LPL Financial is expected to be smaller as well. Please check LPL Financial's total risk alpha, downside variance, daily balance of power, as well as the relationship between the maximum drawdown and skewness , to make a quick decision on whether LPL Financial's current price movements will revert.
Risk-Adjusted Performance
10 of 100
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Compared to the overall equity markets, risk-adjusted returns on investments in LPL Financial Holdings are ranked lower than 10 (%) of all global equities and portfolios over the last 90 days. Despite somewhat unfluctuating essential indicators, LPL Financial may actually be approaching a critical reversion point that can send shares even higher in May 2024. ...more
Actual Historical Performance (%)
One Day Return 0.72 | Five Day Return 1.03 | Year To Date Return 13.98 | Ten Year Return 443.5 | All Time Return 718.04 |
Forward Dividend Yield 0.0046 | Payout Ratio 0.0765 | Forward Dividend Rate 1.2 | Dividend Date 2024-03-26 | Ex Dividend Date 2024-03-11 |
1 | LPL Financial Holdings Declined 4.1 percent in the Quarter | 03/05/2024 |
2 | Merit Financial Advisors Partners with Viren and Associates to Expand Presence in the Pacific Northwest | 03/13/2024 |
| LPL Financial dividend paid on 26th of March 2024 | 03/26/2024 |
4 | Crypto Market Setup Looks Positive for Second Quarter Coinbase | 04/02/2024 |
5 | Golden State Wealth Management proudly welcomes Kathleen Stephens, Founder of Solaris Wealth Management, to its team | 04/04/2024 |
6 | LPL Financial stock gets bullish nod from Morgan Stanley, cites earnings growth trajectory | 04/09/2024 |
7 | Wall Street takes a tumble as hot inflation numbers further dash hopes of rate cuts | 04/10/2024 |
8 | Industry Leaders Dani Fava and Heather Randolph Carter Join Carson Groups Executive Team | 04/11/2024 |
9 | Schwabs Q1 Earnings Top Estimates, Revenues Down YY | 04/15/2024 |
| Begin Period Cash Flow | 3.1 B |
LPL |
LPL Financial Relative Risk vs. Return Landscape
If you would invest 23,381 in LPL Financial Holdings on January 17, 2024 and sell it today you would earn a total of 2,919 from holding LPL Financial Holdings or generate 12.48% return on investment over 90 days. LPL Financial Holdings is currently generating 0.1966% in daily expected returns and assumes 1.4003% risk (volatility on return distribution) over the 90 days horizon. In different words, 12% of stocks are less volatile than LPL, and 97% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
LPL Financial Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for LPL Financial's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as LPL Financial Holdings, and traders can use it to determine the average amount a LPL Financial's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1404
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Estimated Market Risk
| 1.4 actual daily | 12 88% of assets are more volatile |
Expected Return
| 0.2 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.14 actual daily | 10 90% of assets perform better |
Based on monthly moving average LPL Financial is performing at about 10% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of LPL Financial by adding it to a well-diversified portfolio.
LPL Financial Fundamentals Growth
LPL Stock prices reflect investors' perceptions of the future prospects and financial health of LPL Financial, and LPL Financial fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on LPL Stock performance.
| Return On Equity | 0.5 | ||||
| Return On Asset | 0.11 | ||||
| Profit Margin | 0.11 % | ||||
| Operating Margin | 0.16 % | ||||
| Current Valuation | 22.86 B | ||||
| Shares Outstanding | 74.7 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 | ||||
| Earnings Per Share | 13.68 X | ||||
| Market Capitalization | 19.51 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 | ||||
About LPL Financial Performance
To evaluate LPL Financial Holdings Stock as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when LPL Financial generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare LPL Stock's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand LPL Financial Holdings market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents LPL's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 0.00000033 | 0.00 | |
| Return On Tangible Assets | 0.14 | 0.14 | |
| Return On Capital Employed | 0.24 | 0.25 | |
| Return On Assets | 0.10 | 0.11 | |
| Return On Equity | 0.51 | 0.54 |
Things to note about LPL Financial Holdings performance evaluation
Checking the ongoing alerts about LPL Financial for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for LPL Financial Holdings help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Over 96.0% of the company shares are owned by institutional investors | |
| On 26th of March 2024 LPL Financial paid $ 0.3 per share dividend to its current shareholders | |
| Latest headline from zacks.com: Schwabs Q1 Earnings Top Estimates, Revenues Down YY |
- Analyzing LPL Financial's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether LPL Financial's stock is overvalued or undervalued compared to its peers.
- Examining LPL Financial's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating LPL Financial's management team can have a significant impact on its success or failure. Reviewing the track record and experience of LPL Financial's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of LPL Financial's stock. These opinions can provide insight into LPL Financial's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in LPL Financial Holdings. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in bureau of economic analysis. You can also try the Instant Ratings module to determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance.
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.