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LPL Financial Holdings Inc (LPLA.OQ)

LPLA.OQ on NASDAQ Stock Exchange Global Select Market

65.87USD
5:38pm BST
Change (% chg)

$-0.10 (-0.15%)
Prev Close
$65.97
Open
$65.36
Day's High
$66.05
Day's Low
$64.77
Volume
90,044
Avg. Vol
300,816
52-wk High
$73.27
52-wk Low
$44.45

Revenue & Earnings Per Share

    Revenue* Earnings Per Share**
FY 2018 Jun '18 1,298.80 1.295
Mar '18 1,241.56 1.008
FY 2017 Dec '17 1,116.44 0.599
Sep '17 1,064.11 0.632
Jun '17 1,065.50 0.744
Mar '17 1,035.43 0.524
FY 2016 Dec '16 1,007.46 0.459
Sep '16 1,017.44 0.578
Jun '16 1,019.18 0.533
Mar '16 1,005.30 0.562
 
*Note: Units in Millions ofU.S. Dollars
**Note: Units in U.S. Dollars

Consensus Estimates Analysis

  # of Estimates Mean High Low 1 Year Ago
SALES (in millions)
Quarter Ending Sep-18 7 1,302.74 1,320.00 1,285.00 1,108.36
Quarter Ending Dec-18 7 1,335.21 1,362.00 1,310.49 1,113.96
Year Ending Dec-18 8 5,160.85 5,205.00 5,037.21 4,381.53
Year Ending Dec-19 8 5,446.48 5,691.00 5,273.86 4,467.51
Earnings (per share)
Quarter Ending Sep-18 9 1.25 1.34 1.12 0.74
Quarter Ending Dec-18 9 1.33 1.39 1.24 0.76
Year Ending Dec-18 9 5.11 5.24 4.92 3.08
Year Ending Dec-19 9 6.10 6.84 5.29 3.39
LT Growth Rate (%) 1 40.71 40.71 40.71 --
Sales and Profit Figures in US Dollar (USD);

Valuation Ratios

  Company industry sector
P/E Ratio (TTM) 23.13 89.97 19.70
P/E High - Last 5 Yrs. 27.43 476.08 26.99
P/E Low - Last 5 Yrs. 16.51 51.61 11.52
Beta 1.90 1.69 1.47
Price to Sales (TTM) 1.17 5.48 5.85
Price to Book (MRQ) 5.37 1.05 2.75
Price to Tangible Book (MRQ) -- 1.29 2.86
Price to Cash Flow (TTM) 14.74 678.59 24.44
% Owned Institutions 91.42 13.85 0.85

Dividends

  Company industry sector
Dividend Yield 1.88 2.49 1.99
Dividend Yield - 5 Year Avg 1.95 2.02 2.08
Dividend 5 Year Growth Rate -- 21.00 21.95
Payout Ratio(TTM) 42.71 32.46 18.87

Growth Rates

  Company industry sector
Sales (MRQ) vs Qtr. 1 Yr. Ago 4.55 16.13 15.98
Sales (TTM) vs TTM 1 Yr. Ago 0.64 14.61 11.18
Sales - 5 Yr. Growth Rate 3.08 6.07 14.07
EPS (MRQ) vs Qtr. 1 Yr. Ago 39.42 32.37 36.61
EPS (TTM) vs TTM 1 Yr. Ago 27.83 -- --
EPS - 5 Yr. Growth Rate 7.27 30.89 10.50
Capital Spending - 5 Yr. Growth Rate 28.56 6.68 19.53

Financial Strength

  Company industry sector
Quick Ratio (MRQ) -- 0.27 0.05
Current Ratio (MRQ) -- 0.46 2.06
LT Debt to Equity (MRQ) 255.70 174.93 31.52
Total Debt to Equity (MRQ) 272.50 481.53 71.24
Interest Coverage (TTM) 4.54 9.90 9.01

Profitability Ratios

  Company industry sector
Gross Margin (TTM) 98.66 68.07 3.43
Gross Margin - 5 Yr. Avg. 98.83 70.25 3.27
EBITD Margin (TTM) 13.59 -- --
EBITD - 5 Yr. Avg 11.51 26.26 48.28
Operating Margin (TTM) 10.22 22.21 36.04
Operating Margin - 5 Yr. Avg. 8.44 20.92 40.93
Pre-Tax Margin (TTM) 7.79 23.34 36.57
Pre-Tax Margin - 5 Yr. Avg. 6.91 21.68 41.42
Net Profit Margin (TTM) 5.10 17.13 29.24
Net Profit Margin - 5 Yr. Avg. 4.26 15.66 32.80
Effective Tax Rate (TTM) 34.52 24.77 21.02
Effective Tax Rate - 5 Yr. Avg. 38.41 25.17 20.95

Efficiency

  Company industry sector
Revenue/Employee (TTM) 1,242,719 77,482,548 57,816,483
Net Income/Employee (TTM) 63,347 15,166,230 20,253,920
Receivable Turnover (TTM) 6.07 8.78 8,592.71
Inventory Turnover (TTM) -- 20.12 0.97
Asset Turnover (TTM) 0.88 0.07 0.02

Management Effectiveness

  Company industry sector
Return on Assets (TTM) 4.48 0.89 2.61
Return on Assets - 5 Yr. Avg. 4.17 1.38 2.85
Return on Investment (TTM) 6.55 2.57 0.48
Return on Investment - 5 Yr. Avg. 5.92 4.01 0.51
Return on Equity (TTM) 25.54 7.97 15.44
Return on Equity - 5 Yr. Avg. 17.42 9.52 19.99
  1 Year 3 Year 5 Year
Sales % -5.28 -0.74 3.08
EPS (TTM) % 22.27 7.52 7.27
Dividend % 0.00 15.44 --
Note: Units in Millions of US Dollars

Performance for LPL Financial Holdings Inc

Period %
Actual
% vs.
S&P 500
Rank In
Industry
Industry
Rank
4 Week 17.56 13.50 92 96
13 Week 25.26 19.16 90 45
26 Week 35.24 24.96 84 68
52 Week 73.22 46.82 84 93
YTD 51.38 32.94 82 94
Note:: Rank is a percentile that ranges from 0 to 99, with 99 = best.

Institutional Holders

% Shares Owned: 99.15%
# of Holders: 404
Total Shares Held: 87,346,431
3 Mo. Net Change: 2,084,345
# New Positions: 36
# Closed Positions: 24
# Increased Positions: 119
# Reduced Positions: 98
# Net Buyers: 21
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