Lpl Financial Competitors

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Sophisticated investors, who have witnessed many market ups and downs, frequently view the market will even out over time. This tendency of Lpl Financial's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy. Please use the tools below to analyze the current value of Lpl Financial in the context of predictive analytics.
Hype
Prediction
LowEstimated ValueHigh
184.72187.66190.60
Details
Intrinsic
Valuation
LowReal ValueHigh
169.12196.42199.36
Details
Naive
Forecast
LowNext ValueHigh
185.89188.83191.77
Details
7 Analysts
Consensus
LowTarget PriceHigh
184.00202.57228.00
Details
Please note, it is not enough to conduct a financial or market analysis of a single entity such as Lpl Financial. Your research has to be compared to or analyzed against Lpl Financial's peers to derive any actionable benefits. When done correctly, Lpl Financial's competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy towards taking a position in Lpl Financial Holdings.

Lpl Financial Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Lpl Financial and its competitors represents the degree of relationship between the price movements of corresponding stocks. A correlation of about +1.0 implies that the price of Lpl Financial and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Lpl Financial Holdings does not affect the price movement of the other competitor.
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Lpl Financial Competition Risk-Adjusted Indicators

Nowadays, there is a big difference between Lpl Financial stock performing well and Lpl Financial company doing well compared to the competition. There are way too many exceptions to the normal that investors can tell for sure what's good or bad unless they analyze Lpl Financial's multiple risk-adjusted performance indicators. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.
Mean
Deviation
Jensen
Alpha
Sortino
Ratio
Treynor
Ratio
Semi
Deviation
Information
Ratio
Expected
Shortfall
Potential
Upside
Value
At Risk
Maximum
Drawdown
FOCS 2.07 (0.09)  0.00 (0.23)  0.00 (0.07)  0.00  3.95 (6.04)  10.98 
BGCP 2.00 (0.22)  0.00 (0.35)  0.00 (0.10)  0.00  2.92 (4.05)  14.28 
IBKR 1.89  0.01  0.00 (0.16)  0.00 (0.0118)  0.00  3.15 (4.05)  7.22 
BAC 1.49 (0.23)  0.00 (0.39)  0.00 (0.12)  0.00  3.38 (3.49)  9.79 
MRK 1.06  0.30  0.34  0.44  0.95  0.28 (1.24)  2.16 (1.65)  7.44 
DD 1.59 (0.19)  0.00 (0.33)  0.00 (0.11)  0.00  3.00 (3.87)  9.53 
CSCO 1.60 (0.15)  0.00 (0.31)  0.00 (0.06)  0.00  2.73 (3.26)  17.06 
GE 1.68 (0.29)  0.00 (0.40)  0.00 (0.14)  0.00  2.88 (4.93)  13.22 

Cross Equities Net Income Analysis

Compare Lpl Financial Holdings and related stocks such as Focus Financial Partners, Bgc Partners Cl, Interactive Brokers, Bank Of America, Merck Company, Dupont Denemours, Cisco Systems, and General Electric Net Income Over Time
Select Fundamental

2010201120122013201420152016201720182019202020212022
FOCS15.7 M15.7 M15.7 M15.7 M15.7 M15.7 M15.7 M(48.4 M)(590 K)(12.9 M)28 M10.4 M11.2 M
BGCP20.1 M20.1 M23.9 M70.9 M(3 M)160 M185 M51.5 M202.2 M43.9 M45.1 M124 M113.9 M
IBKR61.9 M61.9 M40.7 M37 M45 M49 M84 M76 M169 M161 M195 M308 M332.3 M
BAC1.4 B1.4 B4.2 B11.4 B5.5 B15.9 B17.8 B18.2 B28.1 B27.4 B17.9 B32 B26.3 B
MRK6.3 B6.3 B6.2 B4.4 B11.9 B4.4 B3.9 B2.4 B6.2 B9.8 B7.1 B13 B10.9 B
DD2.7 B2.7 B1.2 B4.8 B3.8 B7.7 B4.3 B1.2 B3.8 B498 M(3 B)6.5 BB
CSCOBBBBB11.2 B11.2 B11.2 B11.2 B11.2 B10.6 B12.2 B11.4 B
GE14.2 B14.2 B13.6 B13.1 B15.2 B(6.1 B)7.5 B(8.5 B)(22.4 B)(5 B)5.7 B(6.5 B)(6.7 B)

Lpl Financial Holdings and related stocks such as Focus Financial Partners, Bgc Partners Cl, Interactive Brokers, Bank Of America, Merck Company, Dupont Denemours, Cisco Systems, and General Electric Net Income description

Net income is one of the most important fundamental items in finance. It plays a large role in Lpl Financial Holdings financial statement analysis. It represents the amount of money remaining after all of Lpl Financial Holdings operating expenses, interest, taxes and preferred stock dividends have been deducted from a company total revenue. The portion of profit or loss for the period; net of income taxes; which is attributable to the parent after the deduction of Net Income Available to Non-controlling Interests from Consolidated Income; and before the deduction of Preferred Dividends.

Lpl Financial Competitive Analysis

The better you understand Lpl Financial competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Lpl Financial's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Lpl Financial's competition over several years is one of the best ways to analyze its investment potential.
    
 Better Than Average     
    
 Worse Than Peers    View Performance Chart
LPLAFOCSBGCPIBKRBACMRKDDCSCOGE
 1.84 
 187.91 
Lpl Financial
 1.51 
 35.14 
Focus
 1.47 
 3.34 
Bgc Partners
 0.14 
 57.42 
Interactive
 0.78 
 32.01 
B of A
 0.51 
 92.36 
Merck
 2.58 
 55.85 
Dupont
 0.28 
 42.94 
Cisco
 2.43 
 64.28 
General
Market Volatility
(90 Days Market Risk)
Market Performance
(90 Days Stock Performance)
Odds of Financial Distress
(Probability Of Bankruptcy)
Current Valuation
(Equity Enterprise Value)
Buy or Sell Advice
(Average Analysts Consensus)
Trade Advice
(90 Days Macroaxis Advice)
Number of Shares Shorted
Shares Owned by Insiders
Current Ratio
Profit Margin
EBITDA
Operating Margin
Current Valuation
Cash Flow from Operations
Retained Earnings
Current Asset
Five Year Return
Beta
Price to Book
Shares Outstanding
Total Debt
Return On Equity
Price to Earning
Z Score
Shares Owned by Institutions
Return On Asset
Book Value Per Share
Cash and Equivalents
Price to Earnings To Growth
Current Liabilities
Total Asset
Short Ratio
Last Dividend Paid
Price to Sales
Market Capitalization
Cash per Share
Net Income
Earnings Per Share
Debt to Equity
Revenue
Working Capital
Gross Profit
Day Typical Price
Accumulation Distribution
Market Facilitation Index
Daily Balance Of Power
Rate Of Daily Change
Day Median Price
Price Action Indicator
Coefficient Of Variation
Mean Deviation
Jensen Alpha
Total Risk Alpha
Sortino Ratio
Downside Variance
Standard Deviation
Kurtosis
Potential Upside
Treynor Ratio
Maximum Drawdown
Variance
Market Risk Adjusted Performance
Risk Adjusted Performance
Skewness
Semi Deviation
Information Ratio
Value At Risk
Expected Short fall
Downside Deviation
Semi Variance

Lpl Financial Competition Performance Charts

Complement your Lpl Financial position

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Healthcare
Healthcare Theme
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Additionally, see Lpl Financial Correlation with its peers. Note that the Lpl Financial Holdings information on this page should be used as a complementary analysis to other Lpl Financial's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Insider Screener module to find insiders across different sectors to evaluate their impact on performance.

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When running Lpl Financial Holdings price analysis, check to measure Lpl Financial's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Lpl Financial is operating at the current time. Most of Lpl Financial's value examination focuses on studying past and present price action to predict the probability of Lpl Financial's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Lpl Financial's price. Additionally, you may evaluate how the addition of Lpl Financial to your portfolios can decrease your overall portfolio volatility.
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Is Lpl Financial's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Lpl Financial. If investors know Lpl Financial will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Lpl Financial listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth YOY
0.031
Market Capitalization
15.4 B
Quarterly Revenue Growth YOY
0.21
Return On Assets
0.0682
Return On Equity
0.29
The market value of Lpl Financial Holdings is measured differently than its book value, which is the value of Lpl Financial that is recorded on the company's balance sheet. Investors also form their own opinion of Lpl Financial's value that differs from its market value or its book value, called intrinsic value, which is Lpl Financial's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Lpl Financial's market value can be influenced by many factors that don't directly affect Lpl Financial's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Lpl Financial's value and its price as these two are different measures arrived at by different means. Investors typically determine Lpl Financial value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Lpl Financial's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.
LPLA
 Stock
  

USD 187.91  3.53  1.84%   

Lpl Financial Holdings competes with Focus Financial, Bgc Partners, Interactive Brokers, B of A, and Merck; as well as few others. The company conducts business under Financial Services sector and is part of Capital Markets industry. Analyzing Lpl Financial competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Lpl Financial to its intrinsic valuation because they are able to contrast its competitors on a relative basis.
You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of Lpl Financial competition on your existing holdings. Additionally, see Lpl Financial Correlation with its peers.
  
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Lpl Financial Return on Average Assets are projected to increase slightly based on the last few years of reporting. The past year's Return on Average Assets were at 0.06. The current year Return on Average Equity is expected to grow to 0.31, whereas Return on Investment is forecasted to decline to 15.08. Lpl Financial Current Assets are projected to increase significantly based on the last few years of reporting. The past year's Current Assets were at 4.3 Billion. The current year Goodwill and Intangible Assets is expected to grow to about 2.2 B, whereas Total Assets are forecasted to decline to about 7.2 B.