LPLA:NGS-LPL Financial Holdings Inc. (USD)

EQUITY | Capital Markets | Nasdaq Global Select

Last Closing

USD 267.77

Change

-0.64 (-0.24)%

Market Cap

USD 3.63B

Volume

0.42M

Analyst Target

USD 95.10
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

LPL Financial Holdings Inc along with its subsidiaries provides brokerage and investment advisory services to independent and institutional financial advisors.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-05-15 )

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ETFs Containing LPLA

HUM:CA Hamilton U.S. Mid/Small-C.. 3.16 % 0.00 %

-0.15 (0%)

CAD 0.03B
HUM-U:CA 2.97 % 0.00 %

N/A

N/A
FTCS First Trust Capital Stren.. 0.00 % 0.60 %

+0.21 (+0%)

USD 9.16B
HFMU:CA 0.00 % 0.00 %

N/A

N/A
YXM.B:CA 0.00 % 0.69 %

N/A

N/A

Market Performance

  Market Performance vs. Industry/Classification (Capital Markets) Market Performance vs. Exchange (Nasdaq Global Select)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 17.64% 75% C 80% B-
Dividend Return 0.13% 33% F 5% F
Total Return 17.77% 75% C 80% B-
Trailing 12 Months  
Capital Gain 36.94% 70% C- 83% B
Dividend Return 0.46% 13% F 4% F
Total Return 37.40% 68% D+ 82% B
Trailing 5 Years  
Capital Gain 231.32% 63% D 92% A
Dividend Return 6.19% 67% D+ 21% F
Total Return 237.50% 63% D 92% A
Average Annual (5 Year Horizon)  
Capital Gain 36.80% 65% D 88% B+
Dividend Return 37.68% 65% D 88% B+
Total Return 0.88% 44% F 23% F
Risk Return Profile  
Volatility (Standard Deviation) 42.88% 75% C 41% F
Risk Adjusted Return 87.87% 98% N/A 95% A
Market Capitalization 3.63B 96% N/A 96% N/A

Key Financial Ratios

  Ratio vs. Industry/Classification (Capital Markets) Ratio vs. Market (Nasdaq Global Select)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 20.40 46% 46%
Price/Book Ratio 9.38 5% 12%
Price / Cash Flow Ratio 38.81 15% 7%
Price/Free Cash Flow Ratio 11.58 22% 23%
Management Effectiveness  
Return on Equity 50.22% 98% 97%
Return on Invested Capital 24.33% 90% 90%
Return on Assets 10.82% 91% 96%
Debt to Equity Ratio 179.61% 21% 12%

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

Superior return on assets

The company management has delivered better return on assets in the most recent 4 quarters than its peers, placing it in the top quartile.

Superior capital utilization

The company management has delivered better return on invested capital in the most recent 4 quarters than its peers, placing it in the top quartile.

Superior return on equity

The company management has delivered better return on equity in the most recent 4 quarters than its peers, placing it in the top quartile.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

Positive free cash flow

The company had positive total free cash flow in the most recent four quarters.

Superior Earnings Growth

This stock has shown top quartile earnings growth in the previous 5 years compared to its sector.

High Gross Profit to Asset Ratio

This stock is in the top quartile compared to its peers on Gross Profit to Asset Ratio. This is a popular measure among value investors for showing superior returns in the long run.

What to not like:
Highly leveraged

The company is in the bottom half compared to its sector peers on debt to equity and is highly leveraged. However, do check the news and look at its sector and management statements. Sometimes this is high because the company is trying to grow aggressively.

Overpriced on cashflow basis

The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

Overpriced on free cash flow basis

The stock is trading high compared to its peers on a price to free cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Low Dividend Growth

This stock has shown below median dividend growth in the previous 5 years compared to its sector.