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LPL Financial Holdings Inc. (LPLA)

Equity · Currency in USD · Last updated Dec 7, 2023
SummaryFinancials

Company Info

ISINUS50212V1008
CUSIP50212V100
SectorFinancial Services
IndustryCapital Markets

Highlights

Market Cap$16.76B
EPS$14.75
PE Ratio15.03
PEG Ratio1.00
Revenue (TTM)$9.74B
Gross Profit (TTM)$2.39B
EBITDA (TTM)$2.09B
Year Range$178.24 - $256.21
Target Price$266.33
Short %1.21%
Short Ratio1.40

Share Price Chart


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Performance

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.


-5.00%0.00%5.00%10.00%15.00%20.00%JulyAugustSeptemberOctoberNovemberDecember
8.32%
5.95%
LPLA (LPL Financial Holdings Inc.)
Benchmark (^GSPC)

S&P 500

Compare to other instruments

Search for stocks, ETFs, and funds to compare with LPLA

LPL Financial Holdings Inc.

Popular comparisons: LPLA vs. SPY, LPLA vs. CBOE

Return

LPL Financial Holdings Inc. had a return of 0.85% year-to-date (YTD) and -3.98% in the last 12 months. Over the past 10 years, LPL Financial Holdings Inc. had an annualized return of 19.32%, outperforming the S&P 500 benchmark which had an annualized return of 9.70%.


PeriodReturnBenchmark
Year-To-Date0.85%18.49%
1 month-1.73%4.20%
6 months6.10%6.60%
1 year-3.98%15.43%
5 years (annualized)30.45%11.59%
10 years (annualized)19.32%9.70%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2023-6.58%11.63%5.49%0.67%3.06%-5.52%-0.85%

Risk-Adjusted Performance

This table presents a comparison of risk-adjusted performance metrics for LPL Financial Holdings Inc. (LPLA) and S&P 500 (^GSPC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratioSortino ratioOmega ratioCalmar ratioUlcer Index
LPLA
LPL Financial Holdings Inc.
-0.07
^GSPC
S&P 500
1.00

Sharpe Ratio

The current LPL Financial Holdings Inc. Sharpe ratio is -0.07. A negative Sharpe ratio means that the risk-free rate is higher than the portfolio's return. This value does not convey any meaningful information.


Rolling 12-month Sharpe Ratio-0.500.000.501.00JulyAugustSeptemberOctoberNovemberDecember
-0.07
1.00
LPLA (LPL Financial Holdings Inc.)
Benchmark (^GSPC)

Dividend History

LPL Financial Holdings Inc. granted a 0.55% dividend yield in the last twelve months. The annual payout for that period amounted to $1.20 per share.


PeriodTTM20222021202020192018201720162015201420132012
Dividend$1.20$1.00$1.00$1.00$1.00$1.00$1.00$1.00$1.00$0.96$0.65$2.24

Dividend yield

0.55%0.46%0.62%0.96%1.08%1.64%1.75%2.84%2.34%2.15%1.38%7.95%

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.


JanFebMarAprMayJunJulAugSepOctNovDec
2023$0.00$0.00$0.30$0.00$0.30$0.00$0.00$0.30$0.00$0.00$0.30
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
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
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
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
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
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
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
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
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
2013$0.00$0.14$0.00$0.00$0.14$0.00$0.00$0.19$0.00$0.00$0.19$0.00
2012$2.00$0.00$0.00$0.12$0.00$0.00$0.12$0.00

Dividend Yield & Payout


Dividend Yield
LPLA
0.55%
Market bottom
1.04%
Market top
5.31%
LPL Financial Holdings Inc. has a dividend yield of 0.55%, 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
LPLA
7.33%
Market bottom
18.81%
Market top
64.64%
LPL Financial Holdings Inc. has a payout ratio of 7.33%, 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 Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-25.00%-20.00%-15.00%-10.00%-5.00%JulyAugustSeptemberOctoberNovemberDecember
-18.93%
-5.15%
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.


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
-32.63%Nov 9, 2022121May 4, 2023
-30.15%Apr 4, 2012156Nov 15, 2012119May 9, 2013275

Volatility Chart

The current LPL Financial Holdings Inc. volatility is 8.61%, 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.


2.00%4.00%6.00%8.00%10.00%JulyAugustSeptemberOctoberNovemberDecember
8.61%
2.92%
LPLA (LPL Financial Holdings Inc.)
Benchmark (^GSPC)