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LPLALARGE

LPL Financial Holdings Inc.

Financial ServicesFinancial - Capital Markets
$300.38
$0.18(-6.00%)
52W$262.83
$403.58
FinancialsValuationvs SCHW
Updated Mar 2, 12:00 AM
RSI38
RS Rating25/99
Beta1.30
Volatility40%
F-Score2/9
Mkt Cap$24.0B
CONSOLIDATING

Price Action

5Y Daily
50 DMA150 DMA200 DMA

Technical Summary

CONSOLIDATING

LPL Financial Holdings Inc. is in a consolidation phase, trading with mixed signals as moving averages converge. Relative strength is weak (RS Rating: 25), showing significant lag compared to the market leaders. Earnings growth of 4% provides fundamental context to the price action. Volume support will be critical for the stock to resolve this consolidation to the upside.

Relative Strength
25
out of 99
Lagging
Trend Score
2/4
Minervini Criteria
CONSOLIDATING
Risk (Beta)
1.30
vs S&P 500
ABOVE MKT
52W Position
27%
from 52W low
Lower Half
Trend & Momentum Analysis

Trend Template (Minervini)

CONSOLIDATING2/4 Criteria Met
CriterionValueStatus
Price > 50 SMA$357.52
50 SMA > 100 SMA$356.15
100 SMA > 150 SMA$355.14
150 SMA > 200 SMA$360.86

Price vs Moving Averages

PeriodValueSpreadSignal
20 SMA$344.52-12.81%BELOW
50 SMA$357.52-15.98%BELOW
100 SMA$356.15-15.66%BELOW
150 SMA$355.14-15.42%BELOW
200 SMA$360.86-16.76%BELOW

Price Performance

1D-6.0%
1W-1.2%
1M-18.1%
3M-15.6%
6M-17.7%
YTD-16.9%
1Y-19.2%
3Y+6.4%
52-Week Trading Range27% from low
$300.38
52W Low$262.83
52W High$403.58

Technical Indicators

RSI (14)BEARISH
38.5
305070
VCP ScoreCOOL
4/10
Base depth: 34.6%

Risk Profile

Beta
1.30
52W Vol
40%
ATR
$18.66
Max DD (1Y)
-25%

Volume Analysis

Today
300
50D Avg
712.4K
Vol Ratio
0.00x
Liquidity
LIQUID

Earnings Momentum

Q1'25+11%
$4.24
Q2'25+5%
$3.40
Q3'25-111%
$-0.37
Q4'25+4%
$3.74
Fundamentals & Growth

Growth Trends

Compounded Sales Growth

10 Years:+14.80%
5 Years:—
3 Years:—
TTM:—

Compounded Profit Growth

10 Years:+20.16%
5 Years:+13.26%
3 Years:+1.64%
TTM:-21.58%

Stock Price CAGR

10 Years:+30.97%
5 Years:+17.29%
3 Years:+6.37%
1 Year:-19.20%

Return on Equity

10Y Avg:38.2%
5Y Avg:37.6%
3Y Avg:37.8%
Last Year:16.1%

Key Metrics

Market Cap$24.0B
Gross Margin25.6%
Net Margin5.1%
Piotroski F-Score2/9

More LPLA Analysis

Full Financial AnalysisDCF & Intrinsic ValueTotal Return Calculator

Compare With

LPLA vs SCHWSCHWHOODFUTURJF

Data Dictionary

RS Rating (Relative Strength)

Measures 12-month price performance vs all stocks. Rating of 25 meansLPLA outperformed 25% of all stocks. Scores >80 indicate market leaders.

Beta

Measures volatility vs S&P 500. Beta of 1.30 means 30% more volatile than market.

Piotroski F-Score

9-point financial strength score based on profitability, leverage, and efficiency. Score of 2/9. Scores 7-9 = strong, 4-6 average, 0-3 = weak.

VCP (Volatility Contraction Pattern)

Measures base formation quality. Higher scores indicate tighter consolidation near pivot points. Score of 4/10 with COOL status.

Frequently Asked Questions

Is LPLA in an uptrend right now?

LPLA has a trend score of 2/4 based on Minervini's Stage Analysis. Currently showing partial alignment - 2 of 4 trend criteria are met.

Is LPLA overbought or oversold?

LPLA's RSI (14) is 38. The stock is in neutral territory, neither overbought nor oversold.

Is LPLA outperforming the market?

LPLA has a Relative Strength (RS) Rating of 25 out of 99. LPLA is currently lagging the broader market.

Where is LPLA in its 52-week range?

LPLA is trading at $300.38, which is 74% of its 52-week high ($403.58) and 27% above its 52-week low ($262.83).

How volatile is LPLA?

LPLA has a Beta of 1.30 and 52-week volatility of 40%. It's more volatile than the S&P 500 - expect bigger swings.