StockUS listing USLPLANASDAQFinancial ServicesQuality Compounder

LPL Financial Holdings Inc(LPLA) Stock Analysis | Financial Services

USD --+0.00%
Reward66High
Risk36Moderate
75%Data
Revenue growing 36% YoY
USD —+0.00 (+0.00%) Previous close · NASDAQ
Market cap 26.05Bn
Reward Ratingⓘ66 High reward assessment · 75% data coverage
Top 25% of stocksView factors
Risk Ratingⓘ36 Moderate risk assessment
Risk factors availableUnlock details

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Limited data coverage
We don't have enough public data on LPLA to score it reliably yet — Reward, Risk, Forecasts and Dividends tabs aren't available for this stock. The price chart and basic profile are still shown.
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Earnings Ex-dividend

Market Performance

Stock returned +10.0% over the past year, broadly in line with market conditions.

What is 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 institutions in the United States.

AI Brief Pro

The brief on LPL Financial Holdings Inc

The story behind the price, the case for and against, and what could go wrong. Open a part to read it.

What is 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 institutions in the United States. The company's brokerage offerings include variable and fixed annuities, mutual funds, equities, fixed income, alternative investments, retirement and 529 education savings plans, and insurance; and client cash programs consist of Federal Deposit Insurance Corporation (FDIC) insured bank sweep vehicles, and a client cash and money market account. The company is listed on the NASDAQ in USA, operating in the Financial Services sector, with a market capitalisation of 26.05B, and a P/E ratio of 26.3x.

Financial Highlights

Investment Breakdown

Growth
Revenue and earnings growing steadily, indicating improving operating performance.
Profitability
Adequate profitability with some margin variability in recent periods.
Risk
Risk profile appears balanced versus broad market conditions.
Valuation
Valuation appears fair relative to current fundamentals.

OpenBook Logo Analysis

Reward: High (66)

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Company Information
SectorFinancial Services
IndustryCapital Markets
P/E Ratio26.323
Beta0.538
Insider Activity
12M windowBearish
Shares soldShares bought
0-3months
0
0
3-6months
0
0
6-9months
68,569 shares
$2.7M
0
9-12months
47,388 shares
$2.7M
0