LPLA:NSD-LPL Financial Holdings Inc (USD)

COMMON STOCK | Capital Markets | NSD

Last Closing Price

USD 188.31

Change

+4.37 (+2.38)%

Market Cap

USD 14.14B

Volume

1.10M

Avg Analyst Target

USD 237.67 (+26.21%)

Avg User Target

USD
Average Analyst Rating

Verdict

Fundamental Analysis

Verdict


LPL Financial Holdings Inc (LPLA) Stock Analysis:
Based on the LPL Financial Holdings Inc stock forecasts from 6 analysts, the average analyst target price for LPL Financial Holdings Inc is USD 237.67 over the next 12 months. LPL Financial Holdings Inc’s average analyst rating is Strong Buy. Stock Target Advisor’s own stock analysis of LPL Financial Holdings Inc is Slightly Bearish, which is based on 4 positive signals and 9 negative signals. At the last closing, LPL Financial Holdings Inc’s stock price was USD 188.31. LPL Financial Holdings Inc’s stock price has changed by +9.22% over the past week, -4.17% over the past month and +28.22% over the last year.

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 financial institutions in the United States. Its brokerage offerings include vari ...Read More

Technical Indicators

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2022-05-25 )

Largest Industry Peers for Capital Markets

Symbol Name Price(Change) Market Cap Price / Earning Ratio EV/EBITDA
IBKR Interactive Brokers Group Inc

+0.89 (+1.57%)

USD23.99B 20.29 8.03
TW Tradeweb Markets Inc

+0.30 (+0.46%)

USD15.37B 56.87 22.22
ETFC E*TRADE Financial, LLC

N/A

USD10.89B 14.24 N/A
MKTX MarketAxess Holdings Inc

-2.48 (-0.89%)

USD10.68B 44.42 26.50
FUTU Futu Holdings Limited

-0.15 (-0.47%)

USD5.02B 14.57 N/A
VIRT Virtu Financial Inc

-0.11 (-0.42%)

USD4.51B 8.81 7.61
FRHC Freedom Holding Corp

+0.38 (+0.96%)

USD2.43B 6.70 3.00
OXSQL Oxford Square Capital Corp. 6...

N/A

USD1.29B 30.69 N/A
BGCP BGC Partners Inc

+0.09 (+2.92%)

USD1.19B 11.48 12.82
INTL INTL FCStone Inc

N/A

USD1.07B 8.02 7.05

ETFs Containing LPLA

Symbol Name Weight Mer Price(Change) Market Cap
EZM WisdomTree U.S. MidCap Ea.. 0.00 % 0.38 %

+1.14 (+2.33%)

USD0.74B
IAI iShares U.S. Broker-Deale.. 0.00 % 0.41 %

+1.06 (+1.22%)

USD0.44B
PFI Invesco DWA Financial Mom.. 0.00 % 0.60 %

+0.57 (+1.36%)

USD0.08B
SCHA Schwab U.S. Small-Cap ETF 0.00 % 0.04 %

+0.79 (+1.94%)

USD14.28B
HFMU:CA Hamilton U.S. Mid-Cap Fin.. 0.00 % 0.75 %

N/A

USD0.04B
WLDS:LSE iShares III plc - iShares.. 0.00 % 0.35 %

+0.07 (+1.37%)

USD2.40B
WSML:LSE iShares MSCI World Small .. 0.00 % 0.35 %

+0.10 (+1.63%)

USD2.40B
HUM:CA Hamilton U.S. Mid/Small-C.. 0.00 % 0.90 %

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 17.63% 97% A+ 96% A
Dividend Return 0.16% 27% F 8% F
Total Return 17.78% 97% A+ 96% A
Trailing 12 Months  
Capital Gain 28.29% 90% A- 95% A
Dividend Return 0.51% 17% F 11% F
Total Return 28.80% 90% A- 95% A
Trailing 5 Years  
Capital Gain 374.45% 71% C- 95% A
Dividend Return 11.97% 38% F 55% F
Total Return 386.42% 71% C- 95% A
Average Annual (5 Year Horizon)  
Capital Gain 37.93% 70% C- 85% B
Dividend Return 1.43% 38% F 40% F
Total Return 39.36% 70% C- 85% B
Risk Return Profile  
Volatility (Standard Deviation) 43.22% 47% F 34% F
Risk Adjusted Return 91.06% 93% A 95% A
Market Capitalization 14.14B 93% A 94% A
Letter Grade Percentage Letter Grade Percentage Letter Grade Percentage
A+ 97%-100% A 93%-96% A- 90%-92%
B+ 87%-89% B 83%-86% B- 80%-82%
C+ 77%-79% C 73%-76% C- 70%-72%
D+ 67%-69% D 63%-66% D- 60%-62%
F 0%-59%

Key Financial Ratios

  Ratio vs. Industry/Classification
(Capital Markets)
Ratio vs. Market
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 31.13 32% F 28% F
Price/Book Ratio 8.01 10% F 10% F
Price / Cash Flow Ratio 31.21 10% F 10% F
EV/EBITDA N/A N/A N/A N/A N/A
Management Effectiveness  
Return on Equity 29.28% 82% B- 91% A-
Return on Invested Capital 11.17% 56% F 77% C+
Return on Assets 6.82% 68% D+ 86% B
Debt to Equity Ratio 168.45% 28% F 13% F
Technical Ratios  
Dividend Yield 0.57% 17% F 8% F
Short Ratio 1.58 83% B 69% D+
Short Percent 2.66% 52% F 52% F
Beta 0.95 60% D- 61% D-
Letter Grade Percentage Letter Grade Percentage Letter Grade Percentage
A+ 97%-100% A 93%-96% A- 90%-92%
B+ 97%-89% B 83%-86% B- 80%-82%
C+ 77%-79% C 73%-76% C- 70%-72%
D+ 67%-69% D 63%-66% D- 60%-62%
F 0%-59%

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Ratings

Target Price Action Rating Action Analyst Rating Price Date

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User / Independent Analyst Ratings

User Name Target Rating Target Horizon (Months) Target Price User Analysis Date Comment

Fundamental Analysis Breakdown

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:
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.

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 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.

Positive cash flow

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

What to not like:
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.

Below median total returns

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

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 compared to book value

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

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.

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.

Low Earnings Growth

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

Low Revenue Growth

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

Low Dividend Growth

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