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

EQUITY | Capital Markets | Nasdaq Global Select

Last Closing

USD 387.16

Change

-0.39 (-0.10)%

Market Cap

USD 3.63B

Volume

1.19M

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: 2025-05-30 )

Largest Industry Peers for Capital Markets

Symbol Name Price(Change) Market Cap
SCHW Charles Schwab Corp

N/A

USD 161.15B
GS-PA The Goldman Sachs Group Inc

N/A

USD 78.43B
MS-PA Morgan Stanley

N/A

USD 75.71B
GS-PD The Goldman Sachs Group Inc

N/A

USD 75.38B
MS-PI Morgan Stanley

N/A

USD 65.50B
MS-PF Morgan Stanley

N/A

USD 65.17B
MS-PE Morgan Stanley

N/A

USD 64.28B
MS-PK Morgan Stanley

N/A

USD 61.76B
SCHW-PD The Charles Schwab Corporation

N/A

USD 49.37B
NMR Nomura Holdings Inc ADR

N/A

USD 17.91B

ETFs Containing LPLA

OCFS Professionally Managed Po.. 5.14 % 0.00 %

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USD 9.31M
KMID Virtus ETF Trust II 3.90 % 0.00 %

N/A

USD 0.02B
SMTV:LSE VanEck Morningstar US SMI.. 1.57 % 0.00 %

N/A

USD 0.02B
AVMC American Century ETF Trus.. 0.57 % 0.00 %

N/A

USD 0.16B
FEX:LSE First Trust US Large Cap .. 0.51 % 0.00 %

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USD 0.12B
FEX First Trust Large Cap Cor.. 0.51 % 0.61 %

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USD 1.28B
FEXD:LSE First Trust US Large Cap .. 0.51 % 0.00 %

N/A

USD 0.04B
FEXU:LSE First Trust Global Funds .. 0.51 % 0.00 %

N/A

USD 0.12B
FXO First Trust Financials Al.. 0.00 % 0.63 %

N/A

USD 2.10B
HFMU:CA 0.00 % 0.00 %

N/A

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

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HUM:CA Hamilton U.S. Mid-Cap Fin.. 0.00 % 0.00 %

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

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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 18.58% 95% A 92% A
Dividend Return 0.09% 3% F 1% F
Total Return 18.67% 95% A 91% A-
Trailing 12 Months  
Capital Gain 35.27% 86% B+ 92% A
Dividend Return 0.31% 3% F 4% F
Total Return 35.59% 86% B+ 92% A
Trailing 5 Years  
Capital Gain 442.32% 100% F 96% N/A
Dividend Return 7.28% 7% C- 16% F
Total Return 449.60% 100% F 96% N/A
Average Annual (5 Year Horizon)  
Capital Gain 32.69% 89% A- 92% A
Dividend Return 33.33% 86% B+ 91% A-
Total Return 0.64% 6% D- 15% F
Risk Return Profile  
Volatility (Standard Deviation) 28.32% 47% F 32% F
Risk Adjusted Return 117.70% 94% A 98% N/A
Market Capitalization 3.63B 60% D- 93% 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 30% 30%
Price/Book Ratio 9.23 13% 10%
Price / Cash Flow Ratio 103.84 4% 2%
Price/Free Cash Flow Ratio 15.00 23% 29%
Management Effectiveness  
Return on Equity 40.36% 97% 95%
Return on Invested Capital 19.82% 87% 89%
Return on Assets 8.71% 90% 91%
Debt to Equity Ratio 151.77% 63% 22%

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 dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

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.

Superior Revenue Growth

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

Superior Dividend Growth

This stock has shown top quartile dividend 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:
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.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.

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.