Ratings LPL Financial Holdings Inc.

Equities

LPLA

US50212V1008

Real-time Estimate Cboe BZX Other stock markets 12:27:00 2024-04-24 pm EDT			5-day change	1st Jan Change
267.3 ^USD	+0.16%		+2.98%	+17.22%

Apr. 10	North American Morning Briefing : Traders Await -2-	DJ
Apr. 09	Gateway First Bank Expands Gateway Private Wealth Services Through A Relationship with LPL Financial	CI

Strengths

Over the last twelve months, the sales forecast has been frequently revised upwards.
Over the last 4 months, analysts have significantly revised upwards the company's estimated sales.
The average price target of analysts who are interested in the stock has been strongly revised upwards over the last four months.
The divergence of price targets given by the various analysts who make up the consensus is relatively low, suggesting a consensus method of evaluating the company and its prospects.
Historically, the company has been releasing figures that are above expectations.

Weaknesses

In relation to the value of its tangible assets, the company's valuation appears relatively high.
The company is not the most generous with respect to shareholders' compensation.

Ratings chart - Surperformance

Chart ESG Refinitiv

Sector: Investment Banking & Brokerage Services

	1st Jan change	Capi.	ESG Refinitiv
LPL FINANCIAL HOLDINGS INC.	+17.22%	19.94B	B+
MORGAN STANLEY	+0.11%	153B	C-
THE GOLDMAN SACHS GROUP, INC.	+9.05%	145B	C+
CHARLES SCHWAB	+9.45%	137B	B-
CITIC SECURITIES COMPANY LIMITED	-10.31%	34.61B	B+
RAYMOND JAMES FINANCIAL, INC.	+14.48%	26.58B	B
CSC FINANCIAL CO., LTD.	-16.52%	20.09B	B+
NOMURA HOLDINGS, INC.	+44.49%	17.36B	B
CHINA MERCHANTS SECURITIES CO., LTD.	+4.77%	15.63B	C-
HUATAI SECURITIES CO., LTD.	-4.80%	15.2B	A-

Investor Rating

Trading Rating

ESG Refinitiv

Financials

Sales growth

Earnings Growth

EBITDA / Sales

Profitability

Finances

Valuation

P/E ratio

EV / Sales

Price to Book

Price to Free Cash Flow

Yield

Momentum

1 year Revenue revision

4 months Revenue revision

7 days Revenue revision

1 year EPS revision

4 months EPS revision

Consensus

Analyst Opinion

Potential Price Target

4m Target Price Revision

4m Revision of opinion

12m Revision of opinion

Business Predictability

Analyst Coverage

Divergence of Estimates

Divergence of analysts' opinions

Divergence of Target Price

Earnings quality

Environment

Emissions

Innovation

Use of resources

Governance

CSR Strategy

Management

Shareholders

Controversy

Technical analysis

ST Timing

MT Timing

LT Timing

RSI

Bollinger Spread

Unusual volumes