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

EQUITY | Capital Markets | Nasdaq Global Select

Last Closing

USD 383.33

Change

+3.34 (+0.88)%

Market Cap

USD 3.63B

Volume

0.73M

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: 2025-02-19 )

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ETFs Containing LPLA

KMID Virtus ETF Trust II 3.84 % 0.00 %

-0.09 (-0.38%)

USD 0.02B
SMTV:LSE VanEck Morningstar US SMI.. 1.76 % 0.00 %

-0.22 (-0.38%)

USD 0.02B
FXO First Trust Financials Al.. 0.00 % 0.63 %

-0.75 (-0.38%)

USD 2.26B
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-Cap Fin.. 0.00 % 0.00 %

-0.65 (-0.38%)

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 (Nasdaq Global Select)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 17.40% 73% C 85% B
Dividend Return N/A N/A N/A N/A N/A
Total Return 17.40% 73% C 85% B
Trailing 12 Months  
Capital Gain 49.45% 62% D 84% B
Dividend Return 0.47% 29% F 7% C-
Total Return 49.91% 62% D 84% B
Trailing 5 Years  
Capital Gain 304.10% 67% D+ 95% A
Dividend Return 5.69% 67% D+ 17% F
Total Return 309.79% 67% D+ 95% A
Average Annual (5 Year Horizon)  
Capital Gain 40.71% 62% D 84% B
Dividend Return 41.44% 62% D 85% B
Total Return 0.74% 45% F 21% F
Risk Return Profile  
Volatility (Standard Deviation) 41.47% 71% C- 46% F
Risk Adjusted Return 99.94% 98% N/A 96% N/A
Market Capitalization 3.63B 95% A 97% 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 43% 36%
Price/Book Ratio 9.35 8% 15%
Price / Cash Flow Ratio 53.44 15% 6%
Price/Free Cash Flow Ratio 15.12 41% 26%
Management Effectiveness  
Return on Equity 41.36% 95% 96%
Return on Invested Capital 43.75% 100% 93%
Return on Assets 9.95% 100% 95%
Debt to Equity Ratio N/A N/A 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.

What to not like:
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.