(LPLA) LPL Financial Holdings - Performance 28.9% in 12m
Compare LPLA with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
86.57%
#13 in Group
Rel. Strength
81.59%
#1407 in Universe
Total Return 12m
28.91%
#28 in Group
Total Return 5y
555.47%
#8 in Group
P/E 23.9
74th Percentile in Group
P/E Forward 17.6
68th Percentile in Group
PEG 1.33
44th Percentile in Group
FCF Yield -0.97%
22th Percentile in Group
12m Total Return: LPLA (28.9%) vs XLF (22.3%)
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 |
|---|---|---|---|---|---|---|---|---|
| PJT NYSE PJT Partners |
-9.73% | 51.2% | 229% | 29 | 22.5 | 1.36 | 15.8% | 36.6% |
| RJF NYSE Raymond James Financial |
-5.32% | 11.8% | 258% | 13.6 | 13 | 1.69 | 68.9% | 14.3% |
| LPLA NASDAQ LPL Financial Holdings |
-5.61% | 28.9% | 555% | 23.9 | 17.6 | 1.33 | 70.0% | 22.6% |
| SF NYSE Stifel Financial |
-6.78% | 28.3% | 295% | 15 | 11.4 | 0.85 | -1.20% | 12% |
| EVR NYSE Evercore Partners |
-9.93% | 12.8% | 377% | 22 | 15 | 1.13 | -55.5% | 0.91% |
| MC NYSE Moelis |
-11.8% | 12.1% | 178% | 32.5 | 21.7 | 1.97 | -59.5% | 3.52% |
| LAZ NYSE Lazard |
-6.67% | 17.7% | 151% | 16.1 | 12.3 | 1 | -42.7% | 3.53% |
| SCHW NYSE Charles Schwab |
0.6% | 11.5% | 134% | 26.8 | 18.9 | 0.91 | -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 | -5.61% | -2.70% | -3.01% |
| 3 Months | 3.27% | 4.42% | -3.15% |
| 12 Months | 28.91% | 22.25% | 10.19% |
| 5 Years | 555.47% | 161.62% | 129.24% |
| Trend Score (consistency of price movement) | LPLA | XLF | S&P 500 |
| 1 Month | 32.5% | 62.5% | -5.5% |
| 3 Months | -17.7% | -0.9% | -58.4% |
| 12 Months | 65.6% | 93.1% | 84.1% |
| 5 Years | 93.4% | 75.2% | 84.4% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #34 | -2.99% | -2.68% |
| 3 Month | #22 | -1.10% | 6.63% |
| 12 Month | #28 | 5.45% | 17.0% |
| 5 Years | #8 | 151% | 186% |
FAQs
Does LPLA LPL Financial Holdings outperforms the market?
Yes,
over the last 12 months LPLA made 28.91%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 22.25%.
Over the last 3 months LPLA made 3.27%, while XLF made 4.42%.
Over the last 3 months LPLA made 3.27%, while XLF made 4.42%.
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 | 0.50% | -2.60% | 46.9% | 18.7% |
| US NASDAQ 100 | QQQ | 1.48% | -1.55% | 47.6% | 20.3% |
| US Dow Jones Industrial 30 | DIA | 0.30% | -3.47% | 45.9% | 19.4% |
| German DAX 40 | DAX | 1.80% | -2.23% | 30.1% | 7.22% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.79% | -5.84% | 62.1% | 19.8% |
| Hongkong Hang Seng | HSI | -1.47% | -8.38% | 56.1% | 11.6% |
| India NIFTY 50 | INDA | -0.53% | -13.5% | 57.2% | 28.2% |
| Brasil Bovespa | EWZ | 0.39% | -13.9% | 54.9% | 40.7% |
LPLA vs. Sectors LPLA is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 2.04% | -1.80% | 38.8% | 9.70% |
| Consumer Discretionary | XLY | -0.26% | -1.78% | 43.5% | 14.9% |
| Consumer Staples | XLP | -2.29% | -3.77% | 46.0% | 17.9% |
| Energy | XLE | -0.59% | -13.6% | 41.3% | 28.1% |
| Financial | XLF | 0.02% | -2.91% | 34.7% | 6.66% |
| Health Care | XLV | 0.08% | -2.45% | 51.6% | 27.2% |
| Industrial | XLI | 0.19% | -4.92% | 47.6% | 20.4% |
| Materials | XLB | -0.60% | -6.12% | 55.0% | 32.9% |
| Real Estate | XLRE | -1.54% | -2.92% | 50.0% | 15.6% |
| Technology | XLK | 1.63% | -1.60% | 52.0% | 26.9% |
| Utilities | XLU | -2.79% | -6.43% | 47.7% | 3.68% |
| Aerospace & Defense | XAR | 1.10% | -6.89% | 42.9% | 7.98% |
| Biotech | XBI | 5.06% | 0.24% | 64.6% | 39.9% |
| Homebuilder | XHB | - | -5.76% | 66.2% | 36.6% |
| Retail | XRT | -1.80% | -5.11% | 50.9% | 33.7% |