Lpl Financial Holdings Stock Alpha and Beta Analysis
| LPLA Stock | USD 327.35 2.23 0.69% |
This module allows you to check different measures of market premium (i.e., alpha and beta) for all equities such as LPL Financial Holdings. It also helps investors analyze the systematic and unsystematic risks associated with investing in LPL Financial over a specified time horizon. Remember, high LPL Financial's alpha is almost always a sign of good performance; however, a high beta will depend on investors' risk tolerance level and may signal increased volatility and potential future overvaluation. Key technical indicators related to LPL Financial's market risk premium analysis include:
Beta 1.54 | Alpha 0.4 | Risk 2.18 | Sharpe Ratio 0.29 | Expected Return 0.64 |
Alpha is a measure of relative performance on a risk-adjusted basis, while beta measures volatility against the benchmark. The goal is to know if an investor is being compensated for the volatility risk taken. The return on investment might be better than its reference but still not compensate for the assumption of the risk.
LPL |
LPL Financial Market Premiums
Investors always prefer to have the highest possible return on investment, coupled with the lowest possible volatility. LPL Financial market risk premium is the additional return an investor will receive from holding LPL Financial long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in LPL Financial. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Alpha and beta are two of the key measurements used to evaluate LPL Financial's performance over market.| α | 0.40 | β | 1.54 |
LPL Financial expected buy-and-hold returns
Although buy-and-hold investment strategy may not appeal to all investors, it may be used as a good measure of LPL Financial's Buy-and-hold return. Our buy-and-hold chart shows how LPL Financial performed over your current time horizon against a typical interest-earning bank account and a selected benchmark.LPL Financial Market Price Analysis
Market price analysis indicators help investors to evaluate how LPL Financial stock reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing, and determine when trading LPL Financial shares will generate the highest return on investment. By understating and applying LPL Financial stock market price indicators, traders can identify LPL Financial position entry and exit signals to maximize returns.
LPL Financial Return and Market Media
The median price of LPL Financial for the period between Thu, Aug 29, 2024 and Wed, Nov 27, 2024 is 245.6 with a coefficient of variation of 14.99. The daily time series for the period is distributed with a sample standard deviation of 38.0, arithmetic mean of 253.48, and mean deviation of 31.65. The Stock received a lot of media exposure during the period. Price Growth (%) |
| Timeline |
1 | Cut or pause 2 critical reports will determine what Fed does in November. | 10/28/2024 |
2 | Biden official Inflation down without sacrificing growth in Arizona | 11/01/2024 |
3 | Heres Why LPL Financial Holdings Inc. is a Strong Momentum Stock | 11/06/2024 |
4 | Robinhood Markets Hits 52-Week High Should You Buy the Stock Now | 11/11/2024 |
5 | LPL Financial Holdings Fell Due to Concerns Over Potential Regulation | 11/12/2024 |
6 | LPL Financial Welcomes Financial Advisors Ryan Kirby, Michael Alvarez | 11/13/2024 |
7 | Sheaff Brock Investment Advisors LLC Buys 358 Shares of LPL Financial Holdings Inc. | 11/15/2024 |
8 | Prudential Financial Completes Integration with LPL Financial Platform, Delivering Experience ... | 11/18/2024 |
9 | Mortgage rates pose new threat to housing market, frustrating buyers | 11/20/2024 |
10 | Barrick Gold The Mining Titan with a Golden Future Under 25 | 11/21/2024 |
11 | Stocks Rally In Response To Trumps Choice For Next Treasury Secretary | 11/25/2024 |
About LPL Financial Beta and Alpha
For many years both, Alpha and Beta indicators are used by professional money managers as critical performance measurement tools across virtually all financial instruments including LPL or other stocks. Alpha measures the amount that position in LPL Financial Holdings has returned in comparison to a selected market index or another relevant benchmark. In other words, Alpha is the excess return on an investment relative to the performance of your selected benchmark. Beta, on the other hand, measures the relative risk of your investment.
| 2021 | 2022 | 2023 | 2024 (projected) | Dividend Yield | 0.006254 | 0.004628 | 0.005273 | 0.00501 | Price To Sales Ratio | 5.45 | 5.63 | 1.74 | 1.79 |
LPL Financial Upcoming Company Events
As portrayed in its financial statements, the presentation of LPL Financial's financial position is often influenced by management's estimates, judgments, and sometimes even manipulations. In the best case, LPL Financial's leadership is honest, while the outside auditors are strict and uncompromising. Whatever the case, investors should always follow all of LPL Financial's public filing events to personally review all filings and be reasonable and skeptical to interpret all of the financial statements of LPL Financial. Please utilize our Beneish M Score to check the likelihood of LPL Financial's management manipulating its earnings.
| 1st of February 2024 Upcoming Quarterly Report | View | |
| 25th of April 2024 Next Financial Report | View | |
| 31st of December 2023 Next Fiscal Quarter End | View | |
| 1st of February 2024 Next Fiscal Year End | View | |
| 30th of September 2023 Last Quarter Report | View | |
| 31st of December 2022 Last Financial Announcement | View |
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Check out LPL Financial Backtesting, LPL Financial Valuation, LPL Financial Correlation, LPL Financial Hype Analysis, LPL Financial Volatility, LPL Financial History and analyze LPL Financial Performance. You can also try the Portfolio Holdings module to check your current holdings and cash postion to detemine if your portfolio needs rebalancing.
LPL Financial technical stock analysis exercises models and trading practices based on price and volume transformations, such as the moving averages, relative strength index, regressions, price and return correlations, business cycles, stock market cycles, or different charting patterns.