LPLA · LPL Financial Holdings Inc
Price
Snapshot
50 fields · last close| Market Cap | $25.27B |
| P/E | 25.10 |
| Float | 78.85M |
| Beta | 0.55 |
| Volatility | 13.8% |
| Exchange | NASDAQ |
| Sector | Financial Services |
| Cap tier | Large cap |
| Macro sensitivity | Low |
| Clavix score | 70.3 |
| Price | 316.90 |
| Change | −1.26% |
| Prev Close | 320.96 |
| Open | 328.72 |
| Day Low | 319.12 |
| Day High | 331.07 |
| Avg Vol | 1 |
| Avg $ Vol | $250.7M |
| 52W High | 400.16 |
| 52W Low | 260.15 |
| 52W Pos | 40.5% |
| From High | −20.81% |
| From Low | +21.81% |
| Max DD 1Y | −32.39% |
| Spread | 0.10% |
| Liquidity | Normal |
| SMA 20 | −0.82% |
| SMA 50 | −7.50% |
| SMA 200 | −2.63% |
| RSI (14) | 44.5 |
| Vol 30D | 35.7% |
| Vol 90D | 33.2% |
| 1Y Range | 260–400 |
| Daily bars | 536 |
| Perf Week | −3.00% |
| Perf Month | −2.72% |
| Perf Quarter | −2.13% |
| Perf Half Y | +1.12% |
| Perf Year | −2.52% |
| Perf YTD | −12.37% |
| Prev Day | −1.26% |
| Clavix | B |
| Debt / Eq | 1.36 |
| Curr Ratio | 2.30 |
| Int Cover | 4.3× |
| FCF Margin | −5.8% |
| Rev Growth | +37.2% |
| Profit | Profitable |
| Leverage | Moderate |
| Sector rank | 49 / 69 |
Clavix risk grade
regraded every trading dayLPLA grades B, 70.3 of 100. Steadiest on Price Stability (60), most exposed on Sector Resilience (48, fragile). 0 of the 4 weighted dimensions sit above the Financial Services median. Ranks 49 of 69 in Financial Services by Clavix score.
How rough the ride is
| LPLA | Financial Services median | |
|---|---|---|
| Betavs the overall market · lower is steadier | 0.55 | 1.21 |
| Volatilityannualized | 13.8% | 30.2% |
| Max drawdown, past yearworst peak-to-trough fall | −32.4% | — |
| Typical daily movemedian absolute daily change | 1.35% | — |
| Days beyond ±3%of the last 252 sessions | 43 (17%) | — |
How its days are spread
Daily returns over the last 252 sessions in 1% bins. Moves beyond ±6% land in the end bins.
52-week range
The bar runs from the lowest to the highest close of the last 252 sessions; the marker is the latest close.
Drawdown from the 1-year peak
Percent below the running high over the last 12 months. Zero is a fresh high.
Market sensitivity
| LPLA | Financial Services median | |
|---|---|---|
| Beta to the markethow much it swings with the S&P 500 · lower is safer | 0.55 | 1.21 |
| Macro sensitivityrate, dollar and credit exposure bucket | Low | Moderate 40% of 70 |
Where it sits on the macro scale
Low means rates, the dollar and credit spreads barely move it. Very High means they drive a large share of its swings. The counts are how many Financial Services names sit in each bucket.
Where it ranks in its sector
Rank by Clavix score within the sector. Right is the top of the sector.
Price performance
| LPLA | |
|---|---|
| 1 week | −3.0% |
| 1 month | −2.7% |
| Year to date | −12.4% |
| 1 year | −2.5% |
Context for the rank, not itself a risk measure.
Recent coverage, scored
| LPLA | |
|---|---|
| Articles scoredthe most recent scored coverage, up to 30 | 30 since 25 Sep |
| Average score0 most bearish, 100 most bullish | 61 |
| Bullish · bearisharticles above 60 · below 40 | 23 · 7 |
| Directionarticles whose tone is improving vs worsening | 23 ↑ 7 ↓ |
Where the article scores land
Each bar is a 10-point band of article scores. Below 40 reads bearish, above 60 bullish.
Balance sheet, against the sector
The shaded band is the middle half of the 70 Financial Services names Clavix covers; the tick is the sector median.
Growth
| LPLA | |
|---|---|
| Revenue growthyear over year | +37.2% |
Financial Health is shown but does not count toward the grade. Why
0–100, higher is safer. The tick on each bar is the Financial Services median. Click a dimension for the evidence behind it. Financial Health is shown but does not count toward the grade.
Recent news
most recent scored articles · the chip is the article’s score · click to openLPL Financial said Oct. 14 that Prince Financial Services, a Seattle practice with about $1 billion in client assets, moved to LPL's broker-dealer and advisory platforms from Northwestern Mutual.
LPLA Financial added a Seattle-based team that previously worked with Northwestern Mutual and oversees about $1 billion in client assets to its RIA (independent advisor) channel and custodial platform. The team cited LPLA's technology, advisor service model, and ongoing investments in new tools as their reasons for moving.
LPL Financial announced that the advisors of Prince Financial Services, a Seattle-based wealth management firm with roughly $1 billion in advisory, brokerage, and retirement plan assets, have joined LPL's broker-dealer, RIA, and custodial platforms, moving from Northwestern Mutual.
LPL Financial announced that Prince Financial Services, a Seattle-based firm serving about $1 billion in advisory, brokerage, and retirement plan assets, has joined LPL's broker-dealer, RIA, and custodial platforms, moving over from Northwestern Mutual.
LPL Financial has added Prince Financial Services, a Seattle-based advisory firm managing about $1 billion in client assets, to its broker-dealer, RIA, and custodial platforms. The firm previously worked with Northwestern Mutual.
Nearest peers by size
Financial Services| Ticker | Company | Grade | Mkt cap | P/E | Beta | |
|---|---|---|---|---|---|---|
| FISV | Fiserv Inc | B | $25.29B | 9.03 | 0.87 | Compare |
| ARES | Ares Management Corp | C+ | $25.14B | 39.51 | 1.56 | Compare |
| AFRM | Affirm Holdings Inc | C- | $24.97B | 12.94 | 3.77 | Compare |
| CPAY | Corpay Inc | B+ | $26.25B | 23.01 | 0.94 | Compare |
| TW | Tradeweb Markets Inc | B+ | $26.56B | 29.60 | 0.60 | Compare |
| SYF | Synchrony Financial | B+ | $23.97B | 6.81 | 1.43 | Compare |
| GPN | Global Payments Inc | B | $22.14B | 15.81 | 0.87 | Compare |
| TROW | T Rowe Price Group Inc | A- | $21.54B | 9.70 | 1.47 | Compare |
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