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LPL Financial Holdings Inc. (LPLA)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINUS50212V1008
CUSIP50212V100
SectorFinancial Services
IndustryCapital Markets

Highlights

Market Cap$17.85B
EPS (TTM)$12.84
PE Ratio18.59
PEG Ratio1.17
Total Revenue (TTM)$8.41B
Gross Profit (TTM)$2.86B
EBITDA (TTM)$1.85B
Year Range$186.91 - $289.44
Target Price$272.43
Short %1.74%
Short Ratio1.72

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons: LPLA vs. RJF, LPLA vs. SPY, LPLA vs. SCHW, LPLA vs. CBOE, LPLA vs. ITOT, LPLA vs. RSG, LPLA vs. ARCC, LPLA vs. AXON, LPLA vs. VOO, LPLA vs. KKR

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in LPL Financial Holdings Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


-30.00%-20.00%-10.00%0.00%10.00%MayJuneJulyAugustSeptemberOctober
-7.78%
11.44%
LPLA (LPL Financial Holdings Inc.)
Benchmark (^GSPC)

Returns By Period

LPL Financial Holdings Inc. had a return of 5.27% year-to-date (YTD) and 1.32% in the last 12 months. Over the past 10 years, LPL Financial Holdings Inc. had an annualized return of 20.76%, outperforming the S&P 500 benchmark which had an annualized return of 11.71%.


PeriodReturnBenchmark
Year-To-Date5.27%20.57%
1 month12.90%6.34%
6 months-7.31%10.39%
1 year1.32%32.65%
5 years (annualized)27.23%14.43%
10 years (annualized)20.76%11.71%

Monthly Returns

The table below presents the monthly returns of LPLA, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20245.08%12.00%-1.27%1.87%6.47%-2.41%-20.69%1.43%3.70%5.27%
20239.69%5.25%-18.79%3.18%-6.58%11.63%5.49%0.67%3.06%-5.52%-0.85%2.39%5.88%
20227.64%5.01%1.12%2.84%4.43%-5.85%13.79%5.55%-1.29%17.01%-7.32%-8.68%35.69%
20213.95%21.41%8.26%10.23%-5.47%-8.72%4.49%5.01%6.03%4.63%-3.76%1.57%54.63%
2020-0.13%-13.73%-31.19%10.64%18.96%9.82%0.79%4.28%-6.68%4.25%13.89%14.82%14.58%
201915.21%7.16%-7.33%6.37%8.60%1.68%2.82%-10.34%9.27%-1.29%14.57%-0.11%52.95%
20184.41%7.73%-4.61%-0.82%13.95%-4.70%1.14%0.30%-2.61%-4.51%4.58%-4.82%8.53%
201711.62%0.61%1.39%5.55%-6.86%9.07%7.77%2.92%10.10%-3.80%5.03%10.22%66.03%
2016-28.68%-33.50%24.07%6.45%6.77%-19.22%19.62%11.36%0.61%3.51%33.94%-14.52%-14.19%
2015-7.63%9.62%-2.23%-7.73%6.01%9.03%1.42%-14.20%-1.12%7.12%8.54%-7.24%-2.02%
201413.77%0.73%-2.12%-9.88%-0.45%6.06%-4.54%3.07%-5.42%-10.12%3.68%4.41%-3.37%
201318.25%-4.92%2.25%7.20%7.72%1.83%0.79%-2.89%4.16%6.34%5.72%9.75%70.07%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of LPLA is 36, suggesting that the investment has average results relative to other stocks in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.


The Risk-Adjusted Performance Rank of LPLA is 3636
LPLA (LPL Financial Holdings Inc.)
The Sharpe Ratio Rank of LPLA is 4040Sharpe Ratio Rank
The Sortino Ratio Rank of LPLA is 3232Sortino Ratio Rank
The Omega Ratio Rank of LPLA is 3232Omega Ratio Rank
The Calmar Ratio Rank of LPLA is 4040Calmar Ratio Rank
The Martin Ratio Rank of LPLA is 3939Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for LPL Financial Holdings Inc. (LPLA) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


LPLA
Sharpe ratio
The chart of Sharpe ratio for LPLA, currently valued at 0.00, compared to the broader market-4.00-2.000.002.000.00
Sortino ratio
The chart of Sortino ratio for LPLA, currently valued at 0.21, compared to the broader market-4.00-2.000.002.004.000.21
Omega ratio
The chart of Omega ratio for LPLA, currently valued at 1.03, compared to the broader market0.501.001.502.001.03
Calmar ratio
The chart of Calmar ratio for LPLA, currently valued at 0.00, compared to the broader market0.002.004.006.000.00
Martin ratio
The chart of Martin ratio for LPLA, currently valued at 0.01, compared to the broader market-10.000.0010.0020.000.01
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 2.68, compared to the broader market-4.00-2.000.002.002.68
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 3.58, compared to the broader market-4.00-2.000.002.004.003.58
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.49, compared to the broader market0.501.001.502.001.49
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 2.36, compared to the broader market0.002.004.006.002.36
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 16.32, compared to the broader market-10.000.0010.0020.0016.32

Sharpe Ratio

The current LPL Financial Holdings Inc. Sharpe ratio is 0.00. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of LPL Financial Holdings Inc. with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00MayJuneJulyAugustSeptemberOctober
0.00
2.68
LPLA (LPL Financial Holdings Inc.)
Benchmark (^GSPC)

Dividends

Dividend History

LPL Financial Holdings Inc. granted a 0.50% dividend yield in the last twelve months. The annual payout for that period amounted to $1.20 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$1.20$1.20$1.00$1.00$1.00$1.00$1.00$1.00$1.00$1.00$0.96$0.65

Dividend yield

0.50%0.53%0.46%0.62%0.96%1.08%1.64%1.75%2.84%2.34%2.15%1.38%

Monthly Dividends

The table displays the monthly dividend distributions for LPL Financial Holdings Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$0.00$0.30$0.00$0.30$0.00$0.00$0.30$0.00$0.00$0.90
2023$0.00$0.00$0.30$0.00$0.30$0.00$0.00$0.30$0.00$0.00$0.30$0.00$1.20
2022$0.00$0.00$0.25$0.00$0.00$0.25$0.00$0.25$0.00$0.00$0.25$0.00$1.00
2021$0.00$0.00$0.25$0.00$0.25$0.00$0.00$0.25$0.00$0.00$0.25$0.00$1.00
2020$0.00$0.00$0.25$0.00$0.25$0.00$0.00$0.25$0.00$0.00$0.25$0.00$1.00
2019$0.00$0.00$0.25$0.00$0.25$0.00$0.00$0.25$0.00$0.00$0.25$0.00$1.00
2018$0.00$0.00$0.25$0.00$0.25$0.00$0.00$0.25$0.00$0.00$0.25$0.00$1.00
2017$0.00$0.00$0.25$0.00$0.25$0.00$0.00$0.25$0.00$0.00$0.25$0.00$1.00
2016$0.00$0.00$0.25$0.00$0.25$0.00$0.00$0.25$0.00$0.00$0.25$0.00$1.00
2015$0.00$0.25$0.00$0.00$0.25$0.00$0.00$0.25$0.00$0.00$0.25$0.00$1.00
2014$0.00$0.24$0.00$0.00$0.24$0.00$0.00$0.24$0.00$0.00$0.24$0.00$0.96
2013$0.14$0.00$0.00$0.14$0.00$0.00$0.19$0.00$0.00$0.19$0.00$0.65

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%0.5%
LPL Financial Holdings Inc. has a dividend yield of 0.50%, which signifies it pays a smaller percentage of its stock price in dividends to its shareholders compared to other companies in the market.
Payout Ratio
200.0%400.0%600.0%7.8%
LPL Financial Holdings Inc. has a payout ratio of 7.82%, which is below the market average. This means LPL Financial Holdings Inc. returns a smaller proportion of its earnings to shareholders as dividends, suggesting it retains a higher portion for reinvestment, growth, or debt payment.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-35.00%-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%MayJuneJulyAugustSeptemberOctober
-17.22%
-0.20%
LPLA (LPL Financial Holdings Inc.)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the LPL Financial Holdings Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the LPL Financial Holdings Inc. was 69.32%, occurring on Feb 12, 2016. Recovery took 409 trading sessions.

The current LPL Financial Holdings Inc. drawdown is 17.22%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-69.32%Mar 21, 2014479Feb 12, 2016409Sep 27, 2017888
-60.34%Jan 17, 202042Mar 18, 2020181Dec 3, 2020223
-33.78%May 3, 2011100Sep 22, 2011120Mar 15, 2012220
-33.18%Jun 21, 202431Aug 5, 2024
-32.63%Nov 9, 2022121May 4, 2023203Feb 26, 2024324

Volatility

Volatility Chart

The current LPL Financial Holdings Inc. volatility is 7.82%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


0.00%5.00%10.00%15.00%20.00%MayJuneJulyAugustSeptemberOctober
7.82%
2.91%
LPLA (LPL Financial Holdings Inc.)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of LPL Financial Holdings Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Valuation

The Valuation section provides an assessment of the market value of LPL Financial Holdings Inc. compared to its peers in the Capital Markets industry.


PE Ratio
100.0200.0300.0400.018.6

The chart displays the price to earnings (P/E) ratio for LPLA in comparison to other companies of the Capital Markets industry. Currently, LPLA has a PE value of 18.6. This PE ratio falls in the average range for the industry.

PEG Ratio
0.010.020.01.2

The chart displays the price to earnings to growth (PEG) ratio for LPLA in comparison to other companies of the Capital Markets industry. Currently, LPLA has a PEG value of 1.2. This PEG ratio falls in the average range for the industry.

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for LPL Financial Holdings Inc..


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Income Statement


Income Statement
Balance Sheet
Cash Flow
Annual
Quarterly

TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items