(LPLA) LPL Financial Holdings - Performance 34.1% in 12m
LPLA performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
93.76%
#3 in Peer-Group
Rel. Strength
78.03%
#1695 in Stock-Universe
Total Return 12m
34.06%
#27 in Peer-Group
Total Return 5y
396.74%
#12 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 | 36.71 |
| Buy/Sell Signal +-5 | 1.89 |
| Support / Resistance | Levels |
|---|---|
| Support | 373.3, 353.6, 321.0, 280.8 |
| Resistance |
12m Total Return: LPLA (34.1%) vs XLF (28.2%)
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 |
-1.8% | 34.1% | 397% | 25.3 | 21.7 | 1.76 | 81.0% | 30.5% |
| RJF NYSE Raymond James Financial |
9.13% | 31.4% | 269% | 14.3 | 12.9 | 1.68 | 21.5% | 13.1% |
| PJT NYSE PJT Partners |
11.3% | 54.3% | 259% | 29.2 | 27.3 | 1.36 | 1.0% | 6.52% |
| SF NYSE Stifel Financial |
15.3% | 31% | 271% | 18.6 | 11.4 | 0.85 | -37.4% | -26.8% |
| SCHW NYSE Charles Schwab |
3.67% | 24.9% | 186% | 27.1 | 21.3 | 1.13 | 7.50% | 11.9% |
| EVR NYSE Evercore Partners |
21.8% | 35.5% | 437% | 23.7 | 26.7 | 1.13 | -38.0% | 2.04% |
| BGC NASDAQ BGC |
15.8% | 26.2% | 329% | 36.7 | - | 1.22 | 26.1% | 38.4% |
| MC NYSE Moelis |
15.1% | 19% | 181% | 25.5 | 29 | 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 | -1.80% | 3.57% | 4.99% |
| 3 Months | 11.34% | 5.26% | 10.23% |
| 12 Months | 34.06% | 28.15% | 14.42% |
| 5 Years | 396.74% | 146.06% | 110.17% |
| Trend Score (consistency of price movement) | LPLA | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | -69.2% | 52.8% | 79.1% |
| 3 Months | 67.5% | 83.9% | 95.5% |
| 12 Months | 83.2% | 78% | 44.7% |
| 5 Years | 93.4% | 75.1% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
|---|---|---|---|
| 1 Month | %th32.39 | -5.19% | -6.47% |
| 3 Month | %th59.15 | 5.77% | 1.00% |
| 12 Month | %th61.97 | 4.62% | 17.17% |
| 5 Years | %th85.92 | 101.88% | 136.35% |
FAQs
Does LPL Financial Holdings (LPLA) outperform the market?
Yes,
over the last 12 months LPLA made 34.06%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 28.15%.
Over the last 3 months LPLA made 11.34%, while XLF made 5.26%.
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 | 2.1% | -6.8% | 8.2% | 20% |
| US NASDAQ 100 | QQQ | 2.5% | -7.2% | 6.8% | 20% |
| German DAX 40 | DAX | 3.1% | -1.2% | -3.3% | 4% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 4.8% | -6% | 7.8% | 17% |
| Hongkong Hang Seng | HSI | 4.1% | -8.9% | -10.3% | -3% |
| India NIFTY 50 | INDA | 3.2% | -3.7% | 10.9% | 34% |
| Brasil Bovespa | EWZ | -0.6% | -9.8% | -14.7% | 21% |
LPLA vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 2.2% | -7.5% | 3.9% | 8% |
| Consumer Discretionary | XLY | 1% | -4.7% | 15.1% | 15% |
| Consumer Staples | XLP | 1.8% | -1.7% | 8.8% | 24% |
| Energy | XLE | 1.5% | -7.9% | 13.1% | 36% |
| Financial | XLF | 2% | -5.4% | 5.1% | 6% |
| Health Care | XLV | 3.2% | -4.3% | 15.8% | 39% |
| Industrial | XLI | 1.3% | -6% | 1.5% | 10% |
| Materials | XLB | -1% | -7.6% | 4% | 27% |
| Real Estate | XLRE | 3% | -2.7% | 9.7% | 21% |
| Technology | XLK | 2.6% | -10.9% | 5.3% | 23% |
| Utilities | XLU | 3.4% | -1.3% | 7% | 11% |
| Aerospace & Defense | XAR | 1.9% | -9.3% | -10.1% | -14% |
| Biotech | XBI | 2.5% | -6.2% | 22.3% | 41% |
| Homebuilder | XHB | -2.8% | -13.4% | 14.3% | 28% |
| Retail | XRT | -0.5% | -7.3% | 13.4% | 24% |
LPLA vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | 1.2% | -10.5% | 16.7% | 41% |
| Natural Gas | UNG | 7% | 6.8% | 24.3% | 40% |
| Gold | GLD | 3.6% | -1% | -11% | -9% |
| Silver | SLV | 3.6% | -7% | -8.5% | 11% |
| Copper | CPER | -0.2% | -8% | -12.4% | 17% |
LPLA vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | 3.9% | -5% | 12.8% | 33% |
| iShares High Yield Corp. Bond | HYG | 3.6% | -3.7% | 10.2% | 23% |