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United States

LPL Financial Holdings Inc (LPLA.OQ)

LPLA.OQ on NASDAQ Stock Exchange Global Select Market

68.71USD
22 Jun 2018
Change (% chg)

$-0.41 (-0.59%)
Prev Close
$69.12
Open
$69.59
Day's High
$69.85
Day's Low
$68.64
Volume
547,198
Avg. Vol
314,383
52-wk High
$73.27
52-wk Low
$40.30

Revenue & Earnings Per Share

    Revenue* Earnings Per Share**
FY 2018 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 Jun-18 9 1,280.78 1,324.00 1,255.67 1,078.60
Quarter Ending Sep-18 9 1,295.05 1,357.00 1,262.00 1,088.00
Year Ending Dec-18 10 5,121.45 5,304.00 4,996.35 4,293.42
Year Ending Dec-19 9 5,404.97 5,789.40 5,221.00 4,289.45
Earnings (per share)
Quarter Ending Jun-18 10 1.21 1.29 1.12 0.73
Quarter Ending Sep-18 10 1.26 1.38 1.04 0.69
Year Ending Dec-18 10 4.89 5.08 4.44 2.87
Year Ending Dec-19 10 5.92 6.62 5.07 3.16
LT Growth Rate (%) 1 39.31 39.31 39.31 --
Sales and Profit Figures in US Dollar (USD);

Valuation Ratios

  Company industry sector
P/E Ratio (TTM) 23.04 32.14 19.87
P/E High - Last 5 Yrs. 27.43 116.67 25.37
P/E Low - Last 5 Yrs. 16.51 68.78 12.01
Beta 1.63 1.56 1.39
Price to Sales (TTM) 1.36 12.92 5.95
Price to Book (MRQ) 6.12 3.19 2.79
Price to Tangible Book (MRQ) -- 5.70 2.98
Price to Cash Flow (TTM) 15.26 462.18 27.09
% Owned Institutions -- 12.58 0.83

Dividends

  Company industry sector
Dividend Yield 1.46 2.57 2.48
Dividend Yield - 5 Year Avg 2.03 1.94 2.11
Dividend 5 Year Growth Rate 33.03 11.99 24.01
Payout Ratio(TTM) 32.76 17.22 34.27

Growth Rates

  Company industry sector
Sales (MRQ) vs Qtr. 1 Yr. Ago 19.91 44.42 11.94
Sales (TTM) vs TTM 1 Yr. Ago 10.00 31.19 8.97
Sales - 5 Yr. Growth Rate 3.18 11.66 14.06
EPS (MRQ) vs Qtr. 1 Yr. Ago 92.46 26.12 33.43
EPS (TTM) vs TTM 1 Yr. Ago 42.40 -- --
EPS - 5 Yr. Growth Rate 12.76 32.08 10.67
Capital Spending - 5 Yr. Growth Rate 37.80 6.48 1.52

Financial Strength

  Company industry sector
Quick Ratio (MRQ) -- 1.28 0.06
Current Ratio (MRQ) -- 2.37 2.06
LT Debt to Equity (MRQ) 246.68 171.44 33.30
Total Debt to Equity (MRQ) 260.26 433.68 65.65
Interest Coverage (TTM) 4.16 7.50 12.22

Profitability Ratios

  Company industry sector
Gross Margin (TTM) 98.69 66.56 3.52
Gross Margin - 5 Yr. Avg. 98.78 69.55 3.35
EBITD Margin (TTM) 14.44 -- --
EBITD - 5 Yr. Avg 12.11 26.13 46.50
Operating Margin (TTM) 11.60 20.15 38.67
Operating Margin - 5 Yr. Avg. 8.98 21.30 39.55
Pre-Tax Margin (TTM) 9.12 24.91 39.01
Pre-Tax Margin - 5 Yr. Avg. 7.25 24.71 40.00
Net Profit Margin (TTM) 6.14 18.18 31.09
Net Profit Margin - 5 Yr. Avg. 4.50 17.88 31.72
Effective Tax Rate (TTM) 32.70 24.92 20.73
Effective Tax Rate - 5 Yr. Avg. 37.89 24.56 20.84

Efficiency

  Company industry sector
Revenue/Employee (TTM) 1,201,181 8,457,950 53,702,030
Net Income/Employee (TTM) 73,716 3,096,327 23,609,524
Receivable Turnover (TTM) 6.03 8.47 10,318.82
Inventory Turnover (TTM) -- 93.75 1.15
Asset Turnover (TTM) 0.89 0.11 0.02

Management Effectiveness

  Company industry sector
Return on Assets (TTM) 5.45 1.88 2.81
Return on Assets - 5 Yr. Avg. 4.30 2.00 2.78
Return on Investment (TTM) 8.01 4.56 0.57
Return on Investment - 5 Yr. Avg. 6.11 5.57 0.53
Return on Equity (TTM) 29.32 11.33 16.45
Return on Equity - 5 Yr. Avg. 20.40 12.36 18.49
  1 Year 3 Year 5 Year
Sales % 5.73 -0.71 3.18
EPS (TTM) % 17.13 12.56 12.76
Dividend % 0.00 1.37 33.03
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 -3.24 -4.42 37 47
13 Week 17.63 10.52 93 87
26 Week 19.08 15.99 92 74
52 Week 68.45 48.86 94 77
YTD 20.25 16.70 92 77
Note:: Rank is a percentile that ranges from 0 to 99, with 99 = best.

Institutional Holders

% Shares Owned: 96.45%
# of Holders: 396
Total Shares Held: 85,974,268
3 Mo. Net Change: -146,650
# New Positions: 75
# Closed Positions: 27
# Increased Positions: 197
# Reduced Positions: 146
# Net Buyers: 51
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