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Verdict
Weighted score 0-100 across 1 tickers · best in green
#1
LPLA
score 50.0
Exceptional value with PEG ratio of 0.43 while maintaining balanced quality metrics and 41% analyst upside potential.
value 50growth 50quality 50momentum 50sentiment 50
LPLA
LPL Financial Holdings Inc.
$295.66
+3.58%
Snapshot
Price 295.66
Day % 3.58
1M % -1.83
3M % 2.29
YTD % -18.24
Market cap 23647733760.0
ADV ($) 288122447.52874756
Beta 0.511
OdysseyHQ zone
Current zone Neutral
Dist 21-EMA % 2.31
Dist ATR (σ) 0.58
OdysseyHQ grade
Confluence 0
Valuation
P/E (ttm) 26.58813
P/E (fwd) 10.390777
P/S 1.3255404
EV/EBITDA
P/B 4.1698046
FCF yield
PEG 0.43
Growth
Revenue yoy 0.35
EPS yoy 0.045
FCF yoy
Quality
Gross margin 0.30378
Operating margin 0.111260004
Net margin 0.0505
ROE 0.20452
ROA 0.05493
Debt / Equity 1.32
Interest cov. 3.85
Technicals
RSI(14) 53.2
MACD signal neutral
vs 50-DMA -2.43
vs 200-DMA -11.5
vs 52w high -26.74
HV-30 38.8
Sentiment
Analyst rec 1.6875
Target upside 40.87
Insider buy-sell 90d 22
Risk
Short interest 3.73
Days to cover 2.76
Next earnings 2026-07-30
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