(LPLA) LPL Financial Holdings - Performance 19.1% in 12m
Compare LPLA with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
86.91%
#7 in Group
Rel. Strength
75.22%
#1991 in Universe
Total Return 12m
19.05%
#32 in Group
Total Return 5y
471.72%
#9 in Group
P/E 21.8
71th Percentile in Group
P/E Forward 16.1
61th Percentile in Group
PEG 1.22
53th Percentile in Group
FCF Yield -0.98%
21th Percentile in Group
12m Total Return: LPLA (19.1%) vs XLF (19.3%)
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 |
-8.17% | 19.1% | 472% | 21.8 | 16.1 | 1.22 | 70.0% | 22.6% |
| RJF NYSE Raymond James Financial |
-5.38% | 14.3% | 238% | 13.2 | 12.3 | 1.6 | 68.8% | 14.3% |
| PJT NYSE PJT Partners |
-8.59% | 42.4% | 208% | 26.3 | 23.9 | 1.36 | 15.8% | 36.6% |
| SF NYSE Stifel Financial |
-15.8% | 11.2% | 218% | 13.3 | 9.78 | 0.85 | -16.1% | 10.6% |
| EVR NYSE Evercore Partners |
-9.03% | 9.02% | 335% | 20.3 | 18.9 | 1.13 | -55.5% | 0.91% |
| BGC NASDAQ BGC |
-8.32% | 11.1% | 226% | 34.2 | - | 1.22 | 12.1% | -11.1% |
| MC NYSE Moelis |
-16.5% | 8.67% | 161% | 27.9 | 27.2 | 1.97 | -57.4% | 4% |
| SCHW NYSE Charles Schwab |
-1% | 8.25% | 133% | 25.5 | 18.3 | 1.01 | -13.0% | 6.41% |
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 | -8.17% | -4.78% | -4.31% |
| 3 Months | -10.75% | -6.25% | -7.85% |
| 12 Months | 19.05% | 19.30% | 10.76% |
| 5 Years | 471.72% | 134.53% | 106.31% |
| Trend Score (consistency of price movement) | LPLA | XLF | S&P 500 |
| 1 Month | -37.9% | -30.6% | -35.6% |
| 3 Months | -82.1% | -83.1% | -89.7% |
| 12 Months | 67.4% | 84.9% | 58.3% |
| 5 Years | 93.4% | 75.2% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #38 | -3.57% | -4.04% |
| 3 Month | #33 | -4.79% | -3.14% |
| 12 Month | #32 | -0.21% | 7.49% |
| 5 Years | #9 | 144% | 177% |
FAQs
Does LPLA LPL Financial Holdings outperforms the market?
No,
over the last 12 months LPLA made 19.05%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 19.30%.
Over the last 3 months LPLA made -10.75%, while XLF made -6.25%.
Over the last 3 months LPLA made -10.75%, while XLF made -6.25%.
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 | 0.07% | -3.86% | 25.1% | 8.29% |
| US NASDAQ 100 | QQQ | -1.89% | -3.93% | 25.1% | 7.04% |
| US Dow Jones Industrial 30 | DIA | 2.14% | -2.39% | 24.8% | 12.1% |
| German DAX 40 | DAX | 2.73% | -4.36% | 6.65% | -4.46% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 6.60% | -4.67% | 26.5% | 10.4% |
| Hongkong Hang Seng | HSI | 2.34% | -5.29% | 23.2% | 5.03% |
| India NIFTY 50 | INDA | 7.50% | -9.73% | 23.5% | 17.3% |
| Brasil Bovespa | EWZ | 0.32% | -10.1% | 20.6% | 24.6% |
LPLA vs. Sectors LPLA is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.21% | -2.59% | 16.3% | -3.35% |
| Consumer Discretionary | XLY | -2.28% | -4.13% | 21.9% | 4.70% |
| Consumer Staples | XLP | 7.53% | -10.9% | 19.8% | 9.56% |
| Energy | XLE | 3.42% | 3.46% | 27.5% | 31.0% |
| Financial | XLF | 2.03% | -3.39% | 17.0% | -0.25% |
| Health Care | XLV | 3.09% | -3.20% | 27.1% | 18.8% |
| Industrial | XLI | 1.90% | -4.10% | 24.7% | 12.1% |
| Materials | XLB | 3.32% | -3.66% | 32.0% | 24.4% |
| Real Estate | XLRE | 4.90% | -6.26% | 27.2% | 3.93% |
| Technology | XLK | -3.74% | -3.65% | 30.0% | 12.8% |
| Utilities | XLU | 4.22% | -9.85% | 22.0% | -1.39% |
| Aerospace & Defense | XAR | 0.51% | -7.87% | 13.8% | -7.93% |
| Biotech | XBI | 0.94% | -0.33% | 38.2% | 21.3% |
| Homebuilder | XHB | 1.82% | -2.15% | 40.1% | 27.0% |
| Retail | XRT | 2.86% | -5.24% | 29.2% | 22.7% |