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Insights for LPL Financial Holdings Inc.
NASDAQ: LPLA
04 - Tracking Well with Low profitability
Sector: Financial Services & Legal
Industry: Brokerage & Trading Platforms
Based on PEG Ratio: 02 - Fairly Valued
Today's Price
updated on: 		369.84 (0.27%)
Open 369.85 (-0.0%)
High (Upside %) 372.64 (0.76%)
Low (Downside %) 363.715 (1.68%)
P. Close 368.85 (0.27%)
Open-High % 0.75%
Open-Low % 1.66%
Low-High % 2.45%
Active Buy Quantity 0
Active Sell Quantity 0
% Overtraded
Current Mood bearish
Previous Data
data from:
Open-High % 0.0%
Open-Low % 3.91%
Low-High % 4.07%
Open-Close % -2.99%
Low-Close % 0.96%
High-Close % 2.99%

LPLA is a Stock listed in the US on the NASDAQ under the ticker 'LPLA'

Company Summary

Business Units or Product Lines

LPL Financial Holdings Inc. operates primarily through its independent advisor services segment, which includes advisory and brokerage services. The company provides a platform for independent financial advisors, banks, and credit unions that enables them to offer a range of financial products and services, such as mutual funds, annuities, insurance, and equities.

Business Models for Each Product Line

LPL Financial generates revenue primarily through advisory and brokerage services fees. These include commissions from the sale of financial products, asset-based fees, and account fees. Major expenses include compliance and regulatory costs, technology development investments, and compensation for advisors.

Future Opportunities for Growth

The company has potential growth opportunities in expanding its advisor base, increasing assets under management, and leveraging technology to offer more value-added services. Additionally, there is room for growth in expanding its market presence through strategic acquisitions or partnerships.

Potential Major Risks

Key risks include market volatility which can adversely affect assets under management and therefore revenue, increased regulatory scrutiny and compliance costs, as well as potential cybersecurity threats that could disrupt operations or breach data confidentiality.

Learn More about LPL Financial Holdings Inc.: Company Insights by Algobear (ChatGPT);

Tell me more about LPL Financial Holdings Inc.'s latest earnings (LPLA:Nasdaq)
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Are analysts bullish on LPL Financial Holdings Inc.? Please show it in a table format. (LPLA:Nasdaq)

Also read: https://finance.yahoo.com/LPLA/profile

Predicted Prices
Key Low (open) Low (high) Close-Down (open) Close-Down (high) Close-Up (open) Close-Up (low) High (open) High (low)
Low Volatility 368.06
45.75% hit 		367.39
56.24% hit 		367.72
14.87% hit 		371.82
47.34% hit 		371.93
20.19% hit 		365.66
45.82% hit 		372.38
46.08% hit 		368.92
56.24% hit
Average Volatility 361.64
28.95% hit 		359.4
34.53% hit 		363.79
13.75% hit 		365.68
31.47% hit 		374.45
15.94% hit 		370.68
33.47% hit 		376.02
34.0% hit 		377.12
34.53% hit
High Volatility 347.67
3.52% hit 		336.82
3.19% hit 		355.67
2.79% hit 		352.88
3.52% hit 		382.57
3.25% hit 		384.64
3.65% hit 		389.78
3.12% hit 		402.4
3.19% hit

LPLA's predicted prices using open from of 369.85 and data until date . Current Price is 369.84

Basic Stats
Revenue-Display Revenue-Actual Revenue Market Cap-Display Market Cap-Actual Market Cap Enterprise Value-Display Enterprise Value-Actual Enterprise Value Trailing P/E Forward P/E PEG Ratio (5yr expected) Price/Sales Price/Book Enterprise Value/Revenue Profit Margin Operating Margin Return on Assets Return on Equity Quarterly Revenue Growth EBITDA-Display Diluted EPS Quarterly Earnings Growth Total Cash-Display Total Cash-Actual Total Cash Total Debt-Display Total Debt-Actual Total Debt Total Debt/Equity Current Ratio Operating Cash Flow-Display Operating Cash Flow-Actual Levered Free Cash Flow-Display % Held by Insiders % Held by Institutions
13.76 B 13758120960.0 13.76 29.59 B 29594167296.0 29.59 30.97 B 30970349568.0 30.97 25.37 19.91 1.74 2.15 5.83 2.25 8.13% 11.8% 7.71% 29.46% 30.1% nan B 14.58 12.1% 5.8 B 5796536832.0 5.8 7.18 B 7175031808.0 7.18 1.4140000000000001 3.18 nan B 191498000.0 nan B 0.53% 99.29%

source:https://finance.yahoo.com/LPLA/key-statistics

Reading Information

source:https://finance.yahoo.com/LPLA/key-statistics

source:https://www.google.com/finance/quote/LPLA:NASDAQ

source:https://finance.yahoo.com/LPLA/analysis

source:https://finance.yahoo.com/LPLA/fair-value

source:https://www.nasdaq.com/market-activity/stocks/LPLA/price-earnings-peg-ratios

Upside-Downside Spread
Key Weighted 5D 1M 3M 6M 1Y 3Y 10Y
Upside % (high) 7.89% 5.12% (388.785) 9.12% (403.575) 9.12% (403.575) 9.12% (403.575) 9.12% (403.575) 9.12% (403.575) 9.12% (403.575)
Downside % (low) 10.83% 4.0% (355.055) 4.0% (355.055) 11.83% (326.09) 28.93% (262.8341) 49.39% (187.19) 51.6% (179) 95.84% (15.38)
Spread % -2.94% 1.12% 5.12% -2.71% -19.81% -40.26% -42.48% -86.72%

LPLA's price used for computing the stats is 369.84 as on date

Cumulative Return Percent
Key Today 5D 2W 1M 3M 6M 1Y 3Y 10Y
Last Price-Trend PrevClose 0.27% -6.54% -1.84% -3.59% 10.88% 3.26% 91.63% 75.16% 685.39%
Last Price 369.84 369.84 369.84 369.84 369.84 369.84 369.84 369.84 369.84
Trend-Previous Close 368.85 395.73 376.79 383.6 333.56 358.18 193 211.14 47.09

LPLA's symbol cumulative return percent is computed basis data from date

Return Velocity
5D 2W 1M 3M 6M 1Y
5D window
Metric Mean Median Stdev
Overall -4.31% 378.68 -4.28% 378.78 1.73% 368.41 388.96
Up 2.15% 404.24 2.13% 404.17 2.21% 391.14 417.34
Down -5.2% 375.16 -5.31% 374.7 1.93% 363.68 386.64
5D Opportunity: BUY-APPROACHING
returns: -6.54% (-8.1%), p.close: 395.73
entry: 363.68, exit: 368.41, min.ret: 1.3%
Using: 5D trend, 0 Days Left
Metric Mean Median Stdev
Overall -0.89% 392.22 -2.69% 385.08 4.5% 365.53 418.91
Up 2.77% 406.68 2.88% 407.12 2.34% 392.8 420.55
Down -3.28% 382.74 -3.3% 382.68 2.75% 366.44 399.04
5D Opportunity: BUY-APPROACHING
returns: -6.54% (-7.4%), p.close: 395.73
entry: 366.44, exit: 365.53, min.ret: -0.25%
Using: 5D trend, 0 Days Left
Metric Mean Median Stdev
Overall -0.32% 394.47 -0.45% 393.96 3.73% 372.34 416.6
Up 2.87% 407.07 2.55% 405.82 2.59% 391.69 422.46
Down -2.43% 386.1 -2.02% 387.73 2.29% 372.49 399.71
5D Opportunity: BUY-ACTIVE
returns: -6.54% (-5.87%), p.close: 395.73
entry: 372.49, exit: 372.34, min.ret: -0.04%
Using: 5D trend, 0 Days Left
Metric Mean Median Stdev
Overall 1.22% 400.56 0.27% 396.8 4.73% 372.48 428.64
Up 3.12% 408.09 2.08% 403.96 3.7% 386.13 430.05
Down -1.89% 388.25 -1.24% 390.81 2.15% 375.49 401.01
5D Opportunity: BUY-ACTIVE
returns: -6.54% (-5.11%), p.close: 395.73
entry: 375.49, exit: 372.48, min.ret: -0.8%
Using: 5D trend, 0 Days Left
Metric Mean Median Stdev
Overall 0.3% 396.93 0.33% 397.04 5.3% 365.48 428.39
Up 2.94% 407.36 2.3% 404.84 3.27% 387.96 426.77
Down -2.82% 384.56 -1.36% 390.35 3.55% 363.47 405.65
5D Opportunity: BUY-APPROACHING
returns: -6.54% (-8.15%), p.close: 395.73
entry: 363.47, exit: 365.48, min.ret: 0.55%
Using: 5D trend, 0 Days Left
Metric Mean Median Stdev
Overall 1.28% 400.8 1.28% 400.78 5.1% 370.55 431.06
Up 3.25% 408.59 2.5% 405.64 3.42% 388.28 428.91
Down -2.08% 387.51 -0.92% 392.11 3.07% 369.3 405.72
5D Opportunity: BUY-APPROACHING
returns: -6.54% (-6.68%), p.close: 395.73
entry: 369.3, exit: 370.55, min.ret: 0.34%
Using: 5D trend, 0 Days Left
2W window
Metric Mean Median Stdev
Overall 1.57% 382.71 1.03% 380.67 4.32% 358.31 407.11
Up 5.7% 398.26 5.82% 398.7 1.79% 388.13 408.38
Down -1.77% 370.12 -1.26% 372.05 1.72% 360.43 379.82
2W Opportunity: BUY-APPROACHING
returns: -1.84% (-4.34%), p.close: 376.79
entry: 360.43, exit: 358.31, min.ret: -0.59%
Using: 2W trend, 0 Days Left
Metric Mean Median Stdev
Overall 1.26% 381.55 0.26% 377.78 3.58% 361.33 401.77
Up 4.77% 394.76 5.24% 396.52 2.04% 383.21 406.3
Down -1.97% 369.36 -1.86% 369.78 1.72% 359.63 379.08
2W Opportunity:
returns: -1.84% (-4.55%), p.close: 376.79
entry: 359.63, exit: 361.33, min.ret: 0.47%
Using: 2W trend, 0 Days Left
Metric Mean Median Stdev
Overall 3.17% 388.73 0.64% 379.21 6.75% 350.56 426.91
Up 5.43% 397.25 3.16% 388.7 5.71% 365.0 429.51
Down -2.29% 368.15 -1.62% 370.7 2.23% 355.53 380.77
2W Opportunity:
returns: -1.84% (-5.64%), p.close: 376.79
entry: 355.53, exit: 350.56, min.ret: -1.4%
Using: 2W trend, 0 Days Left
Metric Mean Median Stdev
Overall 0.91% 380.22 0.64% 379.21 7.33% 338.79 421.66
Up 4.57% 394.0 3.09% 388.42 4.68% 367.53 420.47
Down -4.16% 361.13 -2.36% 367.89 4.93% 333.24 389.02
2W Opportunity:
returns: -1.84% (-11.56%), p.close: 376.79
entry: 333.24, exit: 338.79, min.ret: 1.67%
Using: 2W trend, 0 Days Left
Metric Mean Median Stdev
Overall 2.54% 386.36 2.28% 385.37 7.44% 344.31 428.4
Up 5.42% 397.2 4.01% 391.9 5.02% 368.85 425.55
Down -3.2% 364.73 -1.43% 371.42 4.44% 339.61 389.84
2W Opportunity:
returns: -1.84% (-9.87%), p.close: 376.79
entry: 339.61, exit: 344.31, min.ret: 1.38%
Using: 2W trend, 0 Days Left
1M window
Metric Mean Median Stdev
Overall 0.91% 387.1 -0.31% 382.43 3.91% 364.63 409.57
Up 4.53% 400.99 3.95% 398.74 2.95% 384.04 417.94
Down -4.45% 366.53 -5.38% 362.98 2.78% 350.54 382.52
1M Opportunity:
returns: -3.59% (-8.62%), p.close: 383.6
entry: 350.54, exit: 364.63, min.ret: 4.02%
Using: 1M trend, 0 Days Left
Metric Mean Median Stdev
Overall 7.44% 412.14 1.62% 389.81 10.83% 349.82 474.45
Up 10.12% 422.43 5.52% 404.79 9.49% 367.84 477.02
Down -3.83% 368.91 -3.47% 370.29 3.44% 349.11 388.71
1M Opportunity:
returns: -3.59% (-8.99%), p.close: 383.6
entry: 349.11, exit: 349.82, min.ret: 0.2%
Using: 1M trend, 0 Days Left
Metric Mean Median Stdev
Overall 2.4% 392.82 -0.51% 381.62 11.16% 328.62 457.02
Up 7.87% 413.78 5.02% 402.85 7.63% 369.85 457.7
Down -6.73% 357.79 -5.84% 361.2 6.17% 322.28 393.3
1M Opportunity:
returns: -3.59% (-15.98%), p.close: 383.6
entry: 322.28, exit: 328.62, min.ret: 1.97%
Using: 1M trend, 0 Days Left
Metric Mean Median Stdev
Overall 5.03% 402.9 3.53% 397.14 12.17% 332.89 472.91
Up 9.59% 420.38 5.97% 406.49 8.46% 371.7 469.05
Down -5.7% 361.74 -2.53% 373.91 6.84% 322.39 401.1
1M Opportunity:
returns: -3.59% (-15.96%), p.close: 383.6
entry: 322.39, exit: 332.89, min.ret: 3.26%
Using: 1M trend, 0 Days Left

LPLA's symbol current price is 369.84 (0.27%) as on . Yesterday's close was 368.85. It's return velocities are computed basis data from date .

Win Percent
Key Weighted 5D 1M 3M 6M 1Y 3Y
Open-High (> 1.0%) 66.25% 80.0% 54.55% 59.09% 62.88% 59.92% 56.22%
Open-Low (> 1.0%) 67.53% 80.0% 63.64% 53.03% 65.15% 52.78% 49.6%
Open-Close-Up (> 0.5%) 38.63% 40.0% 31.82% 43.94% 43.18% 43.65% 41.53%
Open-Close-Down (> 0.5%) 47.56% 60.0% 50.0% 27.27% 31.06% 30.56% 31.88%
Low-Close-Up (> 1.0%) 60.39% 60.0% 59.09% 60.61% 70.45% 61.11% 59.13%
High-Close-Down (> 1.0%) 55.14% 60.0% 59.09% 40.91% 53.79% 50.4% 51.59%

LPLA's symbol win percent is computed basis data from date

Associated Tags