LPLA:NSD-LPL Financial Holdings Inc (USD)

COMMON STOCK | Capital Markets |

Last Closing

USD 314.68

Change

-2.56 (-0.81)%

Market Cap

USD 21.11B

Volume

0.44M

Analyst Target

USD 95.10
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

LPL Financial Holdings Inc., together with its subsidiaries, provides an integrated platform of brokerage and investment advisory services to independent financial advisors and financial advisors at enterprises in the United States. Its brokerage offerings include variable and fixed annuities, mutual funds, equities, fixed income, alternative investments, retirement and 529 education savings plans, and insurance. The company also provides fee-based platforms that provide access to mutual funds, exchange-traded funds, stocks, bonds, certain option strategies, unit investment trusts, and institutional money managers and no-load multi-manager variable annuities. In addition, it offers money market products; and retirement solutions for commission-and fee-based services that allow advisors to provide brokerage services, consultation, and advice to retirement plan sponsors. Further, the company provides other services comprising tools and services that enable advisors to maintain and grow their practices; trust, investment management oversight, and custodial services for estates and families, as well as insurance brokerage general agency services; and technology products, such as proposal generation, investment analytics, and portfolio modeling. The company was formerly known as LPL Investment Holdings Inc. and changed its name to LPL Financial Holdings Inc. in June 2012. LPL Financial Holdings Inc. was founded in 1989 and is based in San Diego, California.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-11-13 )

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ETFs Containing LPLA

FFND The Future Fund Active ET.. 3.35 % 0.00 %

+0.01 (+0.04%)

USD 6.23M
FTCS First Trust Capital Stren.. 0.00 % 0.60 %

+0.07 (+0.04%)

USD 8.86B
HFMU:CA 0.00 % 0.00 %

N/A

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

N/A

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

-0.18 (0.04%)

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

N/A

N/A

Market Performance

  Market Performance vs. Industry/Classification (Capital Markets) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 38.25% 69% C- 84% B
Dividend Return 0.40% 25% F 6% D-
Total Return 38.64% 69% C- 84% B
Trailing 12 Months  
Capital Gain 42.07% 52% F 79% B-
Dividend Return 0.41% 10% F 4% F
Total Return 42.48% 52% F 78% C+
Trailing 5 Years  
Capital Gain 246.64% 65% D 93% A
Dividend Return 5.62% 71% C- 16% F
Total Return 252.26% 65% D 93% A
Average Annual (5 Year Horizon)  
Capital Gain 38.55% 62% D 84% B
Dividend Return 39.33% 63% D 84% B
Total Return 0.77% 55% F 21% F
Risk Return Profile  
Volatility (Standard Deviation) 42.06% 71% C- 44% F
Risk Adjusted Return 93.51% 96% N/A 95% A
Market Capitalization 21.11B 93% A 96% N/A

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.

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.