(LPLA) LPL Financial Holdings - Performance 41.5% in 12m
LPLA performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
94.16%
#2 in Peer-Group
Rel. Strength
84.40%
#1196 in Stock-Universe
Total Return 12m
41.52%
#23 in Peer-Group
Total Return 5y
403.58%
#10 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | 25.3 |
| P/E Forward | 21.7 |
| High / Low | USD |
|---|---|
| 52 Week High | 388.96 USD |
| 52 Week Low | 192.19 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 24.97 |
| Buy/Sell Signal +-5 | -1.86 |
| Support / Resistance | Levels |
|---|---|
| Support | 353.6, 321.0, 280.8 |
| Resistance | 373.3 |
12m Total Return: LPLA (41.5%) vs XLF (23.1%)
5y Drawdown (Underwater) Chart
Top Performer in Investment Banking & Brokerage
Overall best picks of Peer Group - Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability | EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| LPLA NASDAQ LPL Financial Holdings |
-0.56% | 41.5% | 404% | 25.3 | 21.7 | 1.76 | 81.0% | 30.5% |
| RJF NYSE Raymond James Financial |
9.13% | 32.6% | 271% | 15.4 | 13.9 | 1.81 | 21.5% | 13.1% |
| PJT NYSE PJT Partners |
16.6% | 53.1% | 290% | 31.4 | 28.9 | 1.36 | -15.6% | 6.52% |
| SF NYSE Stifel Financial |
13.4% | 28.8% | 271% | 20.8 | 11.4 | 0.85 | -37.4% | -26.8% |
| EVR NYSE Evercore Partners |
21.4% | 24.9% | 485% | 27.5 | 31.8 | 1.13 | -38.0% | 2.04% |
| SCHW NYSE Charles Schwab |
5.28% | 24.2% | 186% | 28.2 | 21.8 | 1.15 | 7.50% | 11.9% |
| BGC NASDAQ BGC |
9.31% | 10.7% | 293% | 40.1 | - | 1.22 | 26.1% | 38.4% |
| MC NYSE Moelis |
24.1% | 13% | 221% | 29.9 | 32.8 | 1.97 | -40.2% | -14% |
Performance Comparison: LPLA vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for LPLA
| Total Return (including Dividends) | LPLA | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | -0.56% | 4.76% | 4.77% |
| 3 Months | 19.80% | 11.00% | 16.02% |
| 12 Months | 41.52% | 23.13% | 12.44% |
| 5 Years | 403.58% | 142.35% | 112.73% |
| Trend Score (consistency of price movement) | LPLA | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 20.6% | 83.5% | 90.3% |
| 3 Months | 58% | 86.2% | 97.5% |
| 12 Months | 84.5% | 78.1% | 46.4% |
| 5 Years | 93.4% | 75.2% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
|---|---|---|---|
| 1 Month | %th27.78 | -5.08% | -5.09% |
| 3 Month | %th52.78 | 7.92% | 3.26% |
| 12 Month | %th70.83 | 14.94% | 25.86% |
| 5 Years | %th86.11 | 107.79% | 136.72% |
FAQs
Does LPL Financial Holdings (LPLA) outperform the market?
Yes,
over the last 12 months LPLA made 41.52%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 23.13%.
Over the last 3 months LPLA made 19.80%, while XLF made 11.00%.
Performance Comparison LPLA vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
LPLA vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -2.8% | -5.3% | 6% | 29% |
| US NASDAQ 100 | QQQ | -2.7% | -5.9% | 4% | 29% |
| German DAX 40 | DAX | -3.1% | -3.7% | -6.1% | 12% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -4% | -5.7% | 1.6% | 22% |
| Hongkong Hang Seng | HSI | -3.7% | -4.5% | -16% | 7% |
| India NIFTY 50 | INDA | -1.4% | -2.1% | 5.6% | 45% |
| Brasil Bovespa | EWZ | 1.4% | -0.2% | -9% | 41% |
LPLA vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.4% | -4.2% | 2.7% | 18% |
| Consumer Discretionary | XLY | -3.7% | -5.4% | 13.7% | 25% |
| Consumer Staples | XLP | -0.7% | -1.1% | 7% | 34% |
| Energy | XLE | -5.7% | -2.6% | 13.6% | 41% |
| Financial | XLF | -1.3% | -5.3% | 3.7% | 18% |
| Health Care | XLV | -2.9% | -0.3% | 17.5% | 48% |
| Industrial | XLI | -3.2% | -6.2% | 0.2% | 20% |
| Materials | XLB | -3.4% | -5.8% | 5.4% | 38% |
| Real Estate | XLRE | -2.5% | -0.7% | 7.5% | 35% |
| Technology | XLK | -2.7% | -7.7% | 0.9% | 32% |
| Utilities | XLU | -2.8% | -2.5% | 2% | 19% |
| Aerospace & Defense | XAR | -3.4% | -7.8% | -14% | -6% |
| Biotech | XBI | -6.4% | -4.7% | 16.3% | 54% |
| Homebuilder | XHB | -5.8% | -11.9% | 12.6% | 44% |
| Retail | XRT | -2.7% | -7.4% | 10.8% | 35% |
LPLA vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -3.4% | 3.09% | 19.9% | 45% |
| Natural Gas | UNG | -1% | 8.2% | 32% | 38% |
| Gold | GLD | -2.9% | 1.7% | -11.9% | 3% |
| Silver | SLV | -7.1% | -6.8% | -16% | 17% |
| Copper | CPER | -13.1% | -16.5% | -13.5% | 18% |
LPLA vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | -1.9% | -0.3% | 11.3% | 45% |
| iShares High Yield Corp. Bond | HYG | -2.2% | -1.9% | 9% | 33% |