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Performance of LPLA LPL Financial Holdings | 38.1% in 12m

Compare LPLA with Indices, Sectors and Commodities ✔ like Oil, Gas, Gold, Yields and Bonds. Who outperforms?

Compare LPL Financial Holdings with its related Sector/Index XLF

Compare LPL Financial Holdings with its related Sector/Index XLF

Performance Duell LPLA vs XLF

TimeFrame LPLA XLF
1 Day 1.50% 0.00%
1 Week 1.53% -1.85%
1 Month 2.19% -3.65%
3 Months 7.39% 4.36%
6 Months 23.0% 25.00%
12 Months 38.1% 24.18%
YTD 16.9% 7.29%
Rel. Perf. 1m 0.48
Rel. Perf. 3m 1.31
Rel. Perf. 6m -0.53
Rel. Perf. 12m 0.77

Is LPL Financial Holdings a good stock to buy?

Partly, yes. Based on ValueRay Fundamental Analyses, LPL Financial Holdings (NASDAQ:LPLA) is currently (May 2024) ok to buy, but has to be watched. It has a ValueRay Fundamental Rating of 50.56 and therefor a somewhat positive outlook according to the companies health.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of LPLA as of May 2024 is 286.44. This means that LPLA is currently overvalued and has a potential downside of 7.89% (Sold with Premium).

Is LPLA a buy, sell or hold?

  • Strong Buy: 4
  • Buy: 6
  • Hold: 5
  • Sell: 1
  • Strong Sell: 0
LPL Financial Holdings has received a consensus analysts rating of 3.81. Therefor, it is recommend to buy LPLA.
Values above 0%: LPLA is performing better - Values below 0%: LPLA is underperforming

Compare LPLA with Broad Market Indices

Symbol 1w 1m 6m 12m
US S&P 500 SPY 2.53% 6.37% 3.80% 15.97%
US NASDAQ 100 QQQ 2.70% 7.46% 4.49% 6.43%
US Dow Jones Industrial 30 DIA 1.19% 4.54% 9.02% 22.47%
German DAX 40 DBXD 2.41% 4.19% 3.02% 24.67%
UK FTSE 100 ISFU 0.04% 0.30% 7.30% 29.45%
Shanghai Shenzhen CSI 300 CSI 300 -3.40% -1.16% 18.40% 48.08%
Hongkong Hang Seng HSI -5.34% -4.01% 22.53% 52.60%
Japan Nikkei 225 EXX7 2.29% 8.21% 8.26% 19.17%
India NIFTY 50 INDA 0.21% -0.54% 2.15% 8.85%
Brasil Bovespa EWZ -1.62% 2.91% 18.70% 14.75%

LPLA LPL Financial Holdings vs. Sectors

Symbol 1w 1m 6m 12m
Communication Services XLC 4.33% 6.70% 2.75% 5.70%
Consumer Discretionary XLY 1.34% 6.57% 9.24% 18.00%
Consumer Staples XLP 2.73% 3.15% 10.70% 38.50%
Energy XLE 5.85% 5.43% 12.82% 25.01%
Financial XLF 3.38% 5.84% -1.97% 13.95%
Health Care XLV 1.73% 6.21% 9.47% 31.67%
Industrial XLI 2.24% 5.21% -0.87% 15.54%
Materials XLB 0.68% 6.05% 4.72% 25.20%
Real Estate XLRE 2.70% 8.96% 12.29% 37.86%
Technology XLK 3.43% 9.18% 6.38% 8.37%
Utilities XLU 0.38% -1.27% 9.22% 37.07%
Aerospace & Defense XAR -0.13% 3.79% 4.74% 18.21%
Biotech XBI -2.51% 9.14% -6.18% 31.70%
Homebuilder XHB 1.96% 9.41% -15.90% -7.82%
Retail XRT 3.24% 11.34% 0.44% 19.74%

LPLA LPL Financial Holdings vs. Commodities

Symbol 1w 1m 6m 12m
Oil USO 6.19% 6.88% 21.45% 24.04%
Natural Gas UNG 3.06% 10.31% 74.41% 85.84%
Gold GLD 2.82% 1.13% 7.27% 24.47%
Silver SLV 4.06% -3.98% 7.29% 32.10%
Copper CPER 2.83% -7.48% 1.03% 20.04%

Returns of LPLA vs. Yields & Bonds

Symbol 1w 1m 6m 12m
iShares 20+ Years Bond TLT 1.00% 6.17% 16.90% 48.99%
iShares High Yield Corp. Bond HYG 0.50% 1.83% 15.64% 28.83%
Does LPL Financial Holdings outperform its market, is LPLA a Sector Leader?
Yes, over the last 12 months LPL Financial Holdings (LPLA) made 38.13%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 24.18%.
Over the last 3 months LPLA made 7.39%, while XLF made 4.36%.
Period LPLA XLF S&P 500
1 Month 2.19% -3.65% -4.18%
3 Months 7.39% 4.36% 2.60%
12 Months 38.13% 24.18% 22.16%