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

EQUITY | Capital Markets | Nasdaq Global Select

Last Closing

USD 334.82

Change

+7.68 (+2.35)%

Market Cap

USD 3.63B

Volume

3.69M
Analyst Rating

Verdict

ducovest Verdict
Created with Highstock 5.0.6

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
LPLA QQQ
  • QQQ
Relative Returns (From:    To: 2025-04-01 )

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VIRT Virtu Financial Inc

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BGC BGC Group Inc.

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MARA Marathon Digital Holdings Inc

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SNEX Stonex Group Inc

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RIOT Riot Blockchain Inc

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HUT Hut 8 Corp. Common Stock

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ETFs Containing LPLA

CNAV Mohr Company Nav ETF 3.79 % 0.00 %

N/A

USD 0.03B
GABF Gabelli Financial Service.. 3.22 % 0.00 %

N/A

USD 0.04B
HUM-U:CA 2.97 % 0.00 %

N/A

N/A
HUM:CA Hamilton U.S. Mid-Cap Fin.. 2.71 % 0.00 %

N/A

CAD 0.03B
SMTV:LSE VanEck Morningstar US SMI.. 1.78 % 0.00 %

N/A

USD 0.02B
IUSZ:SW iShares Edge MSCI USA Siz.. 0.39 % 0.00 %

N/A

N/A
FAD First Trust Multi Cap Gro.. 0.00 % 0.69 %

N/A

USD 0.22B
FTC First Trust Large Cap Gro.. 0.00 % 0.61 %

N/A

USD 1.04B
FXO First Trust Financials Al.. 0.00 % 0.63 %

N/A

USD 2.15B
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 2.55% 79% B- 76% C+
Dividend Return N/A N/A N/A N/A N/A
Total Return 2.55% 79% B- 76% C+
Trailing 12 Months  
Capital Gain 26.97% 73% C 84% B
Dividend Return 0.34% 25% F 6% D-
Total Return 27.31% 71% C- 83% B
Trailing 5 Years  
Capital Gain 551.53% 75% C 96% N/A
Dividend Return 10.02% 57% F 22% F
Total Return 561.55% 75% C 96% N/A
Average Annual (5 Year Horizon)  
Capital Gain 37.96% 63% D 85% B
Dividend Return 38.66% 62% D 85% B
Total Return 0.70% 45% F 19% F
Risk Return Profile  
Volatility (Standard Deviation) 37.17% 71% C- 49% F
Risk Adjusted Return 104.01% 98% N/A 97% N/A
Market Capitalization 3.63B 93% 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 29% 36%
Price/Book Ratio 9.46 7% 13%
Price / Cash Flow Ratio 99.87 2% 3%
Price/Free Cash Flow Ratio 15.38 36% 25%
Management Effectiveness  
Return on Equity 42.26% 96% 96%
Return on Invested Capital 18.36% 86% 83%
Return on Assets 8.93% 98% 94%
Debt to Equity Ratio 151.77% 26% 15%

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

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.

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.