(LPLA) LPL Financial Holdings - Performance 27.5% in 12m
Compare LPLA with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
91.74%
#7 in Group
Rel. Strength
78.32%
#1726 in Universe
Total Return 12m
27.53%
#30 in Group
Total Return 5y
435.64%
#9 in Group
P/E 23.1
71th Percentile in Group
P/E Forward 17.0
64th Percentile in Group
PEG 1.38
59th Percentile in Group
FCF Yield -0.94%
21th Percentile in Group
12m Total Return: LPLA (27.5%) vs XLF (22.4%)
5y Drawdown (Underwater) Chart
Top Performers 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 |
18.2% | 27.5% | 436% | 23.1 | 17 | 1.38 | 81.1% | 22.6% |
| RJF NYSE Raymond James Financial |
16.6% | 17.7% | 254% | 13.7 | 13.3 | 1.73 | 21.8% | 13.7% |
| PJT NYSE PJT Partners |
16.8% | 48.6% | 226% | 24.6 | 26.2 | 1.36 | 1.0% | 6.52% |
| SF NYSE Stifel Financial |
19.7% | 12.1% | 233% | 16.5 | 10.5 | 0.85 | -37.4% | -26.8% |
| EVR NYSE Evercore Partners |
32.3% | 13.5% | 370% | 20.4 | 21.1 | 1.13 | -38.0% | 2.04% |
| SCHW NYSE Charles Schwab |
20.7% | 12% | 151% | 24.7 | 19.2 | 1.02 | 7.50% | 11.9% |
| MC NYSE Moelis |
14.2% | 8.32% | 141% | 24.3 | 28.1 | 1.97 | -40.2% | -14% |
| LAZ NYSE Lazard |
30.3% | 15% | 107% | 14.3 | 19.8 | 1 | -39.6% | -14.2% |
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 | 18.16% | 13.52% | 13.81% |
| 3 Months | -7.32% | -2.66% | -6.30% |
| 12 Months | 27.53% | 22.43% | 10.65% |
| 5 Years | 435.64% | 150.42% | 107.77% |
| Trend Score (consistency of price movement) | LPLA | XLF | S&P 500 |
| 1 Month | 80.0% | 89.2% | 83% |
| 3 Months | -66.8% | -64.6% | -75.3% |
| 12 Months | 69.5% | 82% | 50.1% |
| 5 Years | 93.4% | 75.2% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #37 | 4.08% | 3.82% |
| 3 Month | #34 | -4.78% | -1.09% |
| 12 Month | #29 | 4.17% | 15.3% |
| 5 Years | #10 | 114% | 158% |
FAQs
Does LPLA LPL Financial Holdings outperforms the market?
Yes,
over the last 12 months LPLA made 27.53%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 22.43%.
Over the last 3 months LPLA made -7.32%, while XLF made -2.66%.
Over the last 3 months LPLA made -7.32%, while XLF made -2.66%.
Performance Comparison LPLA vs Indeces and Sectors
LPLA vs. Indices LPLA is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 3.44% | 4.35% | 13.7% | 16.9% |
| US NASDAQ 100 | QQQ | 3.25% | 0.80% | 13.5% | 15.9% |
| US Dow Jones Industrial 30 | DIA | 3.03% | 8.17% | 14.0% | 19.8% |
| German DAX 40 | DAX | 3.46% | 3.20% | -12.6% | 1.83% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 1.26% | 6.33% | 12.9% | 20.2% |
| Hongkong Hang Seng | HSI | 0.27% | -1.77% | 5.35% | 13.9% |
| India NIFTY 50 | INDA | 8.36% | 13.3% | 13.3% | 27.7% |
| Brasil Bovespa | EWZ | 2.39% | 0.92% | 5.01% | 35.9% |
LPLA vs. Sectors LPLA is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 2.80% | 4.75% | 6.65% | 5.97% |
| Consumer Discretionary | XLY | 3.06% | 3.93% | 14.7% | 13.3% |
| Consumer Staples | XLP | 4.30% | 11.6% | 6.78% | 18.4% |
| Energy | XLE | 3.62% | 11.4% | 20.3% | 37.0% |
| Financial | XLF | 2.34% | 4.64% | 6.61% | 5.10% |
| Health Care | XLV | 6.45% | 17.3% | 18.7% | 31.6% |
| Industrial | XLI | 1.75% | 1.34% | 12.3% | 16.5% |
| Materials | XLB | 3.64% | 4.60% | 18.6% | 32.8% |
| Real Estate | XLRE | 4.76% | 6.62% | 13.0% | 12.1% |
| Technology | XLK | 2.36% | -3.06% | 16.6% | 20.4% |
| Utilities | XLU | 3.39% | 8.57% | 6.05% | 10.1% |
| Aerospace & Defense | XAR | 1.46% | -3.0% | 2.21% | 0.20% |
| Biotech | XBI | 10.0% | 6.35% | 33.9% | 39.8% |
| Homebuilder | XHB | 2.97% | 6.68% | 26.9% | 35.1% |
| Retail | XRT | 1.54% | 3.51% | 18.0% | 29.0% |