Lpl Financial Average Assets Trend from 2010 to 2022

LPLA
 Stock
  

USD 231.82  2.69  1.17%   

Lpl Financial Average Assets are increasing over the years with slightly volatile fluctuation. Average Assets are expected to dwindle to about 6.7 B. From 2010 to 2022 Lpl Financial Average Assets quarterly data regression line had arithmetic mean of 4,922,985,338 and slope of  299,301,720. Lpl Financial Direct Expenses is projected to increase significantly based on the last few years of reporting. The past year's Direct Expenses was at 5.18 Billion. The current year Interest Expense is expected to grow to about 105.2 M, whereas Consolidated Income is forecasted to decline to about 411.2 M.
  
Check Lpl Financial financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Lpl Financial main balance sheet or income statement drivers, such as Direct Expenses of 5.6 B, Consolidated Income of 411.2 M or Cost of Revenue of 4.6 B, as well as many exotic indicators such as Interest Coverage of 5.82, Long Term Debt to Equity of 1.72 or Calculated Tax Rate of 31.59. Lpl Financial financial statements analysis is a perfect complement when working with Lpl Financial Valuation or Volatility modules. It can also supplement Lpl Financial's financial leverage analysis and stock options assessment as well as various Lpl Financial Technical models . Additionally, see the analysis of Lpl Financial Correlation against competitors.

Lpl Financial Average Assets Breakdown

Showing smoothed Average Assets of Lpl Financial Holdings with missing and latest data points interpolated. Average asset value for the period used in calculation of Return on Average Equity and Return on Average Assets; derived from Total Assets.Lpl Financial's Average Assets historical data analysis aims to capture in quantitative terms the overall pattern of either growth or decline in Lpl Financial's overall financial position and show how it may be relating to other accounts over time.
Average Assets10 Years Trend
Increasing
Slightly volatile
   Average Assets   
Share
       Timeline  

Lpl Financial Average Assets Regression Statistics

Arithmetic Mean 4,922,985,338
Geometric Mean 4,790,978,440
Coefficient Of Variation 24.99
Mean Deviation 1,018,052,749
Median 4,656,259,500
Standard Deviation 1,230,104,616
Range 3,639,644,250
R-Value 0.95
R-Squared 0.90
Significance 0.00000087
Slope 299,301,720

Lpl Financial Average Assets History

20123.8 B
20133.9 B
20143.9 B
20154.2 B
20164.7 B
2017B
20185.3 B
20195.6 B
20206.2 B
20217.3 B
20226.7 B

Other Fundumenentals of Lpl Financial Holdings

Lpl Financial Average Assets component correlations

About Lpl Financial Financial Statements

There are typically three primary documents that fall into the category of financial statements. These documents include Lpl Financial income statement, its balance sheet, and the statement of cash flows. Lpl Financial investors use historical funamental indicators, such as Lpl Financial's Average Assets, to determine how well the company is positioned to perform in the future. Although Lpl Financial investors may use each financial statement separately, they are all related. The changes in Lpl Financial's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Lpl Financial's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet, but not equivalent to net income shown on the income statement. We offer a historical overview of the basic patterns found on Lpl Financial Financial Statements. Understanding these patterns can help to make the right decision on long term investment in Lpl Financial. Please read more on our technical analysis and fundamental analysis pages.
Last ReportedProjected for 2022
Return on Average Assets 0.06  0.07 
Average Assets7.3 B6.7 B
Average Equity1.6 B1.5 B
Invested Capital Average6.3 B5.5 B
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 financial institutions in the United States. LPL Financial Holdings Inc. was founded in 1989 and is based in San Diego, California. Lpl Financial operates under Capital Markets classification in the United States and is traded on NASDAQ Exchange. It employs 6051 people.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Lpl Financial without increasing your portfolio risk or giving up expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate.risk-adjusted returns of your individual positions relative to your overall portfolio.

Did you try this?

Run Crypto Correlations Now

   

Crypto Correlations

Use cryptocurrency correlation module to diversify your cryptocurrency portfolio across multiple coins
All  Next Launch Module

Becoming a Better Investor with Macroaxis

Macroaxis puts the power of mathematics on your side. We analyze your portfolios and positions such as Lpl Financial Holdings using complex mathematical models and algorithms, but make them easy to understand. There is no real person involved in your portfolio analysis. We perform a number of calculations to compute absolute and relative portfolio volatility, correlation between your assets, value at risk, expected return as well as over 100 different fundamental and technical indicators.

Build Optimal Portfolios

Align your risk with return expectations

Fix your portfolio
By capturing your risk tolerance and investment horizon Macroaxis technology of instant portfolio optimization will compute exactly how much risk is acceptable for your desired return expectations
Additionally, see the analysis of Lpl Financial Correlation against competitors. 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 Alpha Finder module to use alpha and beta coefficients to find investment opportunities after accounting for the risk.

Complementary Tools for Lpl Financial Stock analysis

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.
Global Markets Map
Get a quick overview of global market snapshot using zoomable world map. Drill down to check world indexes
Go
Bond Directory
Find actively traded corporate debentures issued by US companies
Go
Portfolio Holdings
Check your current holdings and cash postion to detemine if your portfolio needs rebalancing
Go
Technical Analysis
Check basic technical indicators and analysis based on most latest market data
Go
Commodity Channel Index
Use Commodity Channel Index to analyze current equity momentum
Go
Money Managers
Screen money managers from public funds and ETFs managed around the world
Go
Equity Search
Search for actively traded equities including funds and ETFs from over 30 global markets
Go
Competition Analyzer
Analyze and compare many basic indicators for a group of related or unrelated entities
Go
Portfolio Rebalancing
Analyze risk-adjusted returns against different time horizons to find asset-allocation targets
Go
Balance Of Power
Check stock momentum by analyzing Balance Of Power indicator and other technical ratios
Go
Portfolio Center
All portfolio management and optimization tools to improve performance of your portfolios
Go
Theme Ratings
Determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance
Go
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
0.35
Market Capitalization
18 B
Quarterly Revenue Growth YOY
0.074
Return On Assets
0.0699
Return On Equity
0.3
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.