Insights for LPL Financial Holdings Inc.
NASDAQ: LPLA
04 - Tracking Well with Low profitability

Today's Price
updated on:
369.14 (-0.51%)
Open 370.0 (-0.23%)
High (Upside %) 375.835 (1.81%)
Low (Downside %) 368.09 (0.29%)
P. Close 371.05 (-0.51%)
Open-High % 1.58%
Open-Low % 0.52%
Low-High % 2.1%
Active Buy Quantity 0
Active Sell Quantity 0
% Overtraded
Current Mood bearish
Previous Data
data from:
Open-High % 1.58%
Open-Low % 0.52%
Low-High % 2.1%
Open-Close % -0.23%
Low-Close % 0.29%
High-Close % 1.78%

LPLA is a Stock listed in the US on the NASDAQ under the ticker 'LPLA'

Company Profile

LPL Financial Holdings Inc., together with its subsidiaries, provides an integrated platform of brokerage and investment advisory services to independent financial advisors and financial advisors at enterprises in the United States. Its brokerage offerings include variable and fixed annuities, mutual funds, equities, fixed income, alternative investments, retirement and 529 education savings plans, and insurance. The company also provides fee-based platforms that provide access to mutual funds, exchange-traded funds, stocks, bonds, certain option strategies, unit investment trusts, and institutional money managers and no-load multi-manager variable annuities. In addition, it offers money market products; and retirement solutions for commission-and fee-based services that allow advisors to provide brokerage services, consultation, and advice to retirement plan sponsors. Further, the company provides other services comprising tools and services that enable advisors to maintain and grow their practices; trust, investment management oversight, and custodial services for estates and families, as well as insurance brokerage general agency services; and technology products, such as proposal generation, investment analytics, and portfolio modeling. The company was formerly known as LPL Investment Holdings Inc. and changed its name to LPL Financial Holdings Inc. in June 2012. LPL Financial Holdings Inc. was founded in 1989 and is based in San Diego, California.

source:https://finance.yahoo.com/LPLA/profile

Predicted Prices
Key Low (open) Low (high) Close-Down (open) Close-Down (high) Close-Up (open) Close-Up (low) High (open) High (low)
Low Volatility 368.78
45.36% hit
370.38
56.3% hit
369.17
15.52% hit
374.57
47.15% hit
371.93
19.83% hit
369.07
46.02% hit
372.73
46.68% hit
373.51
56.3% hit
Average Volatility 364.52
29.18% hit
366.22
34.55% hit
366.98
13.93% hit
371.71
32.29% hit
374.8
15.92% hit
374.05
33.09% hit
375.6
33.75% hit
377.75
34.55% hit
High Volatility 354.36
3.32% hit
357.13
2.98% hit
361.23
2.65% hit
365.32
3.18% hit
379.64
3.05% hit
385.26
3.32% hit
381.71
2.79% hit
387.37
2.98% hit

LPLA's predicted prices using open from of 370.0 and data until date . Current Price is 369.14

Basic Stats
Market Cap-Display Market Cap-Actual Market Cap Enterprise Value-Display Enterprise Value-Actual Enterprise Value Trailing P/E Forward P/E PEG Ratio (5yr expected) Price/Sales Price/Book Enterprise Value/Revenue Enterprise Value/EBITDA Profit Margin Operating Margin Return on Assets Return on Equity Revenue-Display Revenue-Actual Revenue Quarterly Revenue Growth EBITDA-Display EBITDA-Actual EBITDA Diluted EPS Quarterly Earnings Growth Total Cash-Display Total Cash-Actual Total Cash Total Debt-Display Total Debt-Actual Total Debt Total Debt/Equity Current Ratio Operating Cash Flow-Display Operating Cash Flow-Actual Operating Cash Flow Levered Free Cash Flow-Display Levered Free Cash Flow-Actual Levered Free Cash Flow % Held by Insiders % Held by Institutions
26.82 B 26820000000.0 26.82 29.93 B 29930000000.0 29.93 26.89 18.94 1.31 2.35 9.68 2.6 14.98 8.73% 13.88% 9.95% 41.35% 11.52 B 11520000000.0 11.52 23.20% 2.11 B 2110000000.0 2.11 13.32 13.80% 1.54 B 1540000000.0 1.54 4.68 B 4680000000.0 4.68 1.6886 6.48 600.0 mn 598920000.0 0.6 170.0 mn 173460000.0 0.17 0.68% 97.45%

source:https://finance.yahoo.com/LPLA/key-statistics

Upside-Downside Spread
Key Weighted 5D 1M 3M 6M 1Y 3Y 10Y
Upside % (high) 1.89% 1.81% (375.835) 1.81% (375.835) 1.81% (375.835) 1.81% (375.835) 1.81% (375.835) 1.81% (375.835) 1.81% (375.835)
Downside % (low) 18.82% 4.75% (351.6) 11.62% (326.26) 27.61% (267.225) 49.29% (187.19) 49.29% (187.19) 61.9% (140.65) 95.83% (15.38)
Spread % -16.93% -2.94% -9.8% -25.8% -47.48% -47.48% -60.08% -94.02%

LPLA's price used for computing the stats is 369.14 as on date

Cumulative Return Percent
Key Today 5D 1M 3M 6M 1Y 3Y 10Y
Last Price-Trend PrevClose 0.0% 0.61% 9.69% 30.82% 66.59% 52.85% 109.49% 790.57%
Last Price 369.14 369.14 369.14 369.14 369.14 369.14 369.14 369.14
Trend-Previous Close 369.14 366.89 336.53 282.18 221.58 241.5 176.21 41.45

LPLA's symbol cumulative return percent is computed basis data from date

Return Velocity
5D 2W 1M 3M 6M 1Y
5D window
Metric Mean Median Stdev
Overall 1.73% 1.23% 1.11%
Up 2.3% 2.43% 1.15%
Down -0.28% 0% 0.6%
5D Opportunity:
returns: 0.61% (3.44%), p.close: 366.89
entry: 379.52, exit: 375.47, return: 1.07%
Metric Mean Median Stdev
Overall 1.61% 1.35% 0.84%
Up 2.18% 2.13% 1.01%
Down -0.63% -0.03% 0.84%
5D Opportunity:
returns: 0.61% (3.18%), p.close: 366.89
entry: 378.58, exit: 374.9, return: 0.97%
Metric Mean Median Stdev
Overall 2.43% 1.97% 2.32%
Up 2.98% 2.71% 1.98%
Down -0.75% -0.03% 0.98%
5D Opportunity:
returns: 0.61% (4.95%), p.close: 366.89
entry: 385.07, exit: 382.65, return: 0.63%
Metric Mean Median Stdev
Overall 2.49% 1.43% 3.93%
Up 3.25% 2.36% 3.68%
Down -0.9% -0.57% 1.02%
5D Opportunity:
returns: 0.61% (6.93%), p.close: 366.89
entry: 392.33, exit: 386.56, return: 1.47%
Metric Mean Median Stdev
Overall 1.98% 1.66% 4.85%
Up 3.45% 2.79% 3.46%
Down -1.47% -0.5% 2.5%
5D Opportunity:
returns: 0.61% (6.91%), p.close: 366.89
entry: 392.23, exit: 390.78, return: 0.37%
Metric Mean Median Stdev
Overall 0.93% 0.96% 4.76%
Up 2.77% 1.98% 3.05%
Down -1.71% -0.7% 3.11%
5D Opportunity:
returns: 0.61% (5.82%), p.close: 366.89
entry: 388.24, exit: 387.88, return: 0.09%
2W window
Metric Mean Median Stdev
Overall 5.36% 5.17% 2.46%
Up 5.95% 5.56% 2.59%
Down -0.59% 0% 0.82%
2W Opportunity:
returns: 2.46% (8.54%), p.close: 360.29
entry: 391.05, exit: 387.78, return: 0.84%
Metric Mean Median Stdev
Overall 4.37% 4.78% 3.11%
Up 4.93% 5.17% 2.75%
Down -1.07% -0.88% 1.05%
2W Opportunity:
returns: 2.46% (7.68%), p.close: 360.29
entry: 387.95, exit: 388.71, return: -0.2%
Metric Mean Median Stdev
Overall 5.19% 3.4% 5.72%
Up 5.98% 4.05% 5.57%
Down -0.99% -0.69% 1.02%
2W Opportunity:
returns: 2.46% (11.55%), p.close: 360.29
entry: 401.9, exit: 393.15, return: 2.18%
Metric Mean Median Stdev
Overall 4.07% 3.57% 7.06%
Up 6.38% 5.17% 5.07%
Down -2.19% -0.91% 3.53%
2W Opportunity:
returns: 2.46% (11.45%), p.close: 360.29
entry: 401.55, exit: 398.6, return: 0.73%
Metric Mean Median Stdev
Overall 1.86% 1.96% 7.05%
Up 4.65% 3.45% 4.37%
Down -2.63% -1.16% 4.65%
2W Opportunity:
returns: 2.46% (9.01%), p.close: 360.29
entry: 392.76, exit: 392.78, return: -0.0%
1M window
Metric Mean Median Stdev
Overall 7.1% 7.9% 3.73%
Up 7.68% 8.2% 3.53%
Down -1.52% -1.88% 1.11%
1M Opportunity: SELL-APPROACHING
returns: 9.69% (11.21%), p.close: 336.53
entry: 374.27, exit: 375.65, return: -0.37%
Metric Mean Median Stdev
Overall 12.04% 9.28% 9.41%
Up 12.89% 9.91% 9.28%
Down -0.93% -0.52% 1.01%
1M Opportunity:
returns: 9.69% (22.17%), p.close: 336.53
entry: 411.13, exit: 399.44, return: 2.84%
Metric Mean Median Stdev
Overall 7.02% 6.06% 13.43%
Up 11.08% 8.87% 8.75%
Down -5.07% -1.52% 8.12%
1M Opportunity:
returns: 9.69% (19.83%), p.close: 336.53
entry: 403.26, exit: 402.12, return: 0.28%
Metric Mean Median Stdev
Overall 4.13% 3.84% 11.57%
Up 8.29% 5.73% 7.26%
Down -4.37% -1.54% 7.35%
1M Opportunity: SELL-APPROACHING
returns: 9.69% (15.55%), p.close: 336.53
entry: 388.87, exit: 388.39, return: 0.13%

LPLA's symbol current price is 369.14 (0.0%) as on . Yesterday's close was 369.14. It's return velocities are computed basis data from date .

Win Percent
Key Weighted 5D 1M 3M 6M 1Y 3Y
Open-High (> 1.0%) 64.38% 80.0% 54.55% 53.03% 56.06% 48.41% 57.94%
Open-Low (> 1.0%) 51.62% 60.0% 50.0% 40.91% 42.42% 44.44% 49.21%
Open-Close-Up (> 0.5%) 42.23% 40.0% 45.45% 42.42% 42.42% 38.1% 42.33%
Open-Close-Down (> 0.5%) 27.09% 20.0% 31.82% 31.82% 31.82% 31.35% 32.28%
Low-Close-Up (> 1.0%) 57.41% 60.0% 63.64% 45.45% 51.52% 49.21% 58.73%
High-Close-Down (> 1.0%) 45.05% 40.0% 50.0% 45.45% 49.24% 48.41% 52.25%

LPLA's symbol win percent is computed basis data from date