Lpl Financial Holdings Stock Analysis

LPL Stock Analysis Notes

About 96.0% of the company shares are owned by institutional investors. The company has Price/Earnings To Growth (PEG) ratio of 1.52. LPL Financial Holdings recorded earning per share (EPS) of 13.69. The entity last dividend was issued on the 11th of March 2024. 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. LPL Financial Holdings Inc. was founded in 1989 and is based in San Diego, California. Lpl Financial operates under Capital Markets classification in the United States and is traded on NASDAQ Exchange. It employs 5900 people. To find out more about LPL Financial Holdings contact Mark Casady at 800 877 7210 or learn more at https://www.lpl.com.

LPL Financial Holdings Investment Alerts

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LPL Largest EPS Surprises

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LPL Financial Thematic Classifications

LPL Stock Institutional Investors

Note, although LPL Financial's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

LPL Market Capitalization

The company currently falls under 'Large-Cap' category with a current market capitalization of 19.89 B. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate LPL Financial's market, we take the total number of its shares issued and multiply it by LPL Financial's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and those looking for more risk prefer small-cap and mid-cap equities.

LPL Profitablity

The company has Profit Margin (PM) of 0.11 %, which maeans that even a very small decline in it revenue will erase profits resulting in a net loss. This is way below average. Similarly, it shows Operating Margin (OM) of 0.16 %, which suggests for every 100 dollars of sales, it generated a net operating income of $0.16.

Management Efficiency

LPL Financial Holdings has return on total asset (ROA) of 0.1082 % which means that it generated a profit of $0.1082 on every $100 spent on assets. This is way below average. Similarly, it shows a return on stockholder's equity (ROE) of 0.5022 %, meaning that it created $0.5022 on every $100 dollars invested by stockholders. LPL Financial's management efficiency ratios could be used to measure how well LPL Financial manages its routine affairs as well as how well it operates its assets and liabilities. The current year's Return On Tangible Assets is expected to grow to 0.14. The current year's Return On Capital Employed is expected to grow to 0.25. At present, LPL Financial's Non Currrent Assets Other are projected to increase significantly based on the last few years of reporting. The current year's Other Assets is expected to grow to about 5.1 B, whereas Total Assets are forecasted to decline to about 5.7 B.

Technical Drivers

As of the 29th of April, LPL Financial secures the risk adjusted performance of 0.0761, and Mean Deviation of 0.995. In respect to fundamental indicators, the technical analysis model lets you check practical technical drivers of LPL Financial Holdings, as well as the relationship between them. Strictly speaking, you can use this information to find out if the firm will indeed mirror its model of past prices, or the prices will eventually revert. We were able to break down and interpolate nineteen technical drivers for LPL Financial, which can be compared to its peers in the industry. Please verify LPL Financial Holdings maximum drawdown, and the relationship between the information ratio and downside variance to decide if LPL Financial Holdings is priced more or less accurately, providing market reflects its recent price of 266.32 per share. Given that LPL Financial Holdings has jensen alpha of 0.1103, we recommend you to check LPL Financial's last-minute market performance to make sure the company can sustain itself at some point in the future.

LPL Financial Holdings Price Movement Analysis

LPL Financial Predictive Daily Indicators

LPL Financial Corporate Filings

LPL Financial Forecast Models

LPL Financial's time-series forecasting models are one of many LPL Financial's stock analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary LPL Financial's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.

Stock analysis is the technique used by a trader or investor to examine and evaluate how LPL Financial prices is reacting to, or reflecting on a current market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling LPL shares will generate the highest return on investment. We also built our stock analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas. a specific sector, or an individual Stock such as LPL Financial. By using and applying LPL Stock analysis, traders can create a robust methodology for identifying LPL entry and exit points for their positions.

We track the performance of the top 100 financial experts across various large and mid-size financial boutiques. LPL analyst recommendations are determined by taking all analyst recommendations and averaging them as Strong Buy, Buy, Hold, Strong Sell or Sell. There is no one specific way to measure analysis performance other than comparing it to the past results via a very sophisticated attribution analysis. LPL analyst consensus and target price projections should be used in combination with other traditional techniques such as stock price forecasting, technical analysis, earnings estimate, and various momentum models.

LPL Financial Holdings stock analysis indicators help investors evaluate how LPL Financial stock reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing and determine when trading LPL Financial shares will generate the highest return on investment. By understating and applying LPL Financial stock analysis, traders can identify LPL Financial position entry and exit signals to maximize returns.

Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in LPL Financial Holdings. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in bureau of economic analysis. You can also try the Price Ceiling Movement module to calculate and plot Price Ceiling Movement for different equity instruments.

When running LPL Financial's price analysis, check to measure LPL Financial's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy LPL Financial is operating at the current time. Most of LPL Financial's value examination focuses on studying past and present price action to predict the probability of LPL Financial's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move LPL Financial's price. Additionally, you may evaluate how the addition of LPL Financial to your portfolios can decrease your overall portfolio volatility.

Is LPL Financial's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of LPL Financial. If investors know LPL will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about LPL Financial listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.

The market value of LPL Financial Holdings is measured differently than its book value, which is the value of LPL that is recorded on the company's balance sheet. Investors also form their own opinion of LPL Financial's value that differs from its market value or its book value, called intrinsic value, which is LPL Financial's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because LPL Financial's market value can be influenced by many factors that don't directly affect LPL Financial's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.

Please note, there is a significant difference between LPL Financial's value and its price as these two are different measures arrived at by different means. Investors typically determine if LPL Financial is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, LPL Financial's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.