Lpl financial holdings incorporated LPLA.US Value Analysis
)LPLA Value Score
3
24
15
- AI analysis rates LPLA with a medium value score of 3.
- It is mainly due to stable revenue growth, but with concerns regarding potential higher debt.
- Over the past 3 months, LPLA has maintained an average value rating of 3.2, slightly higher than the rating of 2.3 over the past 3 years, indicating higher growth opportunities for enterprise value.
- Compared to all stocks in the Financials sector, LPLA has a medium value rating.
LPLA Value Reference Factors
The Value score is derived from various data and factor information, integrated through AI algorithms. The following factors are part of the evaluation used by AI value scores.
Update to 2025/02/13 (Weekly Update)
LPLA Financial Forecast
Unit : USD
Update to 2025/5/17 (Quarterly Update)
LPLA Earnings Table
Unit : USD
| QTR | Non-GAAP EPS | EPS YoY | EPS Surprise % | Sales | Sales YoY | Sales Surprise % | NPM |
|---|---|---|---|---|---|---|---|
| Current | 4.25 | 21.1% | 6% | 3.51B | 32.9% | 5.3% | 8.2% |
| 2024Q2 | 4.16 | 11.2% | 12.1% | 3.11B | 23.2% | 2.1% | 8.3% |
| 2024Q1 | 3.88 | -1.5% | 4.9% | 2.93B | 209.9% | 1.6% | 10.2% |
| 2023Q4 | 4.21 | -6.2% | 10.5% | 2.83B | 188.5% | 4.6% | 8.2% |
| 2023Q3 | 3.51 | -16.6% | 3.8% | 2.64B | 182.7% | 3.9% | 8.9% |
Update to 2025/5/17 (Quarterly Update)
LPLA Historical Value Score
You can use historical scores of 3 or above to observe potential performance and make investment decisions.
LPLA Value Strategy Backtest
The following backtest is based on specified rules since 2007. Price chart shows buy/sell time, cumulative returns, and backtesting statistics.
The Backtest Result of LPLA from 2010/11 till Now
- 704.73%
- Cumulative Return
- 15.51%
- Annual Return
- 17.16%
- Volatility
- 0.90
- Sharpe Ratio
Statistics data for entering at or above a Value score of 4 and exiting at or below a Value score of 2 from November, 2010 to May, 2025. (Total Trades: 3)
| LPLA | Sector | US Overall Market | |
|---|---|---|---|
| Wining Rate | 100% | 60% | 54% |
| Avg Return | 110.1% | 54% | 75.6% |
| Avg Profit | 110.1% | 105.1% | 169% |
| Avg Loss | - | -21.8% | -34.6% |
| Avg Risk-Reward Ratio | - | 481.3% | 488.5% |
Update to 2025/5/17 (Daily Update)