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LPLA LPL Financial Holdings Inc.

Financial Services

298.63 +14.90 +5.25% Close 11/2
Since 2024-12-02 -11.9%
Open
286.79
High
299.48
Low
285.81
Prev close
283.74
Volume
1.5M
Amplitude
4.82%
P/E
16.3
P/B
3.8
Revenue YoY (TTM)
+31.0%
52W 260.15 400.16

Is LPL Financial Holdings Inc. a buy? Fundamentals and valuation first

As of 2026-10-30

Quality: Good, Growth: Strong, Risk / liquidity: Good; Valuation: Pricey.

Valuation Pricey Free-cash-flow yield is Good, but Price / book is Pricey.
TTM P/E 16.28 44th percentile Fair
Price / book 3.8 77th percentile Pricey
Free-cash-flow yield (%) 4 62th percentile Good
US Stock Backtest in Python: Price-to-Book Ratio StrategyQuality Factor Investing: A US Quality Value Backtest
Quality Good ROE, TTM is Top, but FCF margin, TTM is Average.
ROE, TTM (%) 23.97 85th percentile Top
Operating margin, TTM (%) 12.83 61th percentile Good
FCF margin, TTM (%) 4.34 50th percentile Average
Quality Factor Investing: A US Quality Value Backtest
Growth Strong Revenue growth, TTM YoY is Top; Diluted EPS growth, TTM YoY is Good.
Revenue growth, TTM YoY (%) 31.04 82th percentile Top
Diluted EPS growth, TTM YoY (%) 60.5 79th percentile Good
Momentum Neutral All 2 indicators are Average.
60-day return (%) -20.91 26th percentile Average
240-day return (%) -23.22 30th percentile Average
Momentum Trading Strategy: A 12-1 Momentum Backtest
Risk / liquidity Good 20-day dollar volume is Top; 60-day annualized volatility is Good.
20-day dollar volume 334,970,211 95th percentile Top
60-day annualized volatility (%) 43.54 50th percentile Good
Factor Investing Explained: 10 Classic Factors in US Stocks

LPL Financial Holdings Inc. (LPLA) today

1 quant signals active · As of 2026-10-30

Win rate and excess are historical post-trigger stats vs the market. Click a signal for its full definition and samples; history does not predict future results.

FinLab Studio

From LPL Financial Holdings Inc. to every stock like it

AI finds several complementary traits of LPL Financial Holdings Inc. across different dimensions, combines them into a multifactor strategy, and backtests it against the market.

Screen stocks like LPL Financial Holdings Inc.

LPL Financial Holdings Inc. (LPLA) peers and tracking

Watchlist

This page refreshes daily after the close. Add LPL Financial Holdings Inc. to your watchlist to track signal changes on your next visit.

LPL Financial Holdings Inc. (LPLA) quant signal backtests

Signals active now

Each active condition is tested against this stock’s own history and benchmarked versus the S&P 500.

EPS surprise beat

Active · now 5.48%

Reported EPS beat consensus estimate by at least 5%; event date is the earnings-surprise timestamp.

PEAD: Post-Earnings Announcement Drift Backtest
37 historical occurrences (since 2015-02-19)

Average forward return after EPS surprise beat

20-day: Win 71.4%, Sample 35, Median +4.75%, Excess +4.32%, Beat mkt rate 65.7%

60-day: Win 65.7%, Sample 35, Median +8.48%, Excess +4.19%, Beat mkt rate 57.1%

120-day: Win 76.5%, Sample 34, Median +14.05%, Excess +8.42%, Beat mkt rate 67.6%

120 days after: historical avg +14.74%

20-day +5.05%
60-day +7.02%
120-day +14.74%
20-day
60-day
120-day
Win
71.4%
65.7%
76.5%
Sample
35
35
34
Median
+4.75%
+8.48%
+14.05%
Excess
+4.32%
+4.19%
+8.42%
Beat mkt rate
65.7%
57.1%
67.6%

Over 34 occurrences, 120-day forward avg gained 14.74%, beat the market by 8.42 pts; win rate 76.5%.

Valuation regime and forward returns

Daily TTM P/E is converted into an expanding own-history percentile, then grouped into five valuation regimes. Forward returns use adjusted prices over the next 240 trading days.

PE percentile bandSample days240-day avg returnMedianWin rateAvg excess (vs index)
0-20 159+105.8% +88.5% 100% +68.7%
20-40 You are here256+36.4% +37.2% 81.2% +12.1%
40-60 227+36.4% +34.5% 97.4% +18.9%
60-80 248+3.7% +1.9% 57.7% -14.9%
80-100 549+19.5% +19.1% 81.6% +17.4%

Quarterly EPS is aligned by SEC filing date before it is forward-filled to daily prices. The expanding percentile uses only information available up to each day.

Current TTM P/E is about 16.28, placing it in the 27.6 own-history percentile, inside the 20-40 bucket.

More history: Valuation × momentum analogs, Market-wide momentum baseline, Signals not active now

Valuation × momentum analogs

Each historical day is grouped by own-history P/E tercile and 60-day momentum direction, then tested for the next 120-trading-day adjusted return.

Valuation
Momentum
Cheap (own-history bottom third)
Middle
Expensive (own-history top third)
60-day momentum up
+39.8%
Win rate 98.3% Excess +24.3%
121d
+9.7%
Win rate 66.4% Excess -0.6%
274d
+5.9%
Win rate 69% Excess +3%
591d
60-day momentum down
Now
+37.9%
Win rate 97.6% Excess +20.8%
167d
+22.6%
Win rate 74.7% Excess +14.6%
158d
+9.9%
Win rate 66.1% Excess +2.8%
248d

Currently in “Cheap (own-history bottom third) × 60-day momentum down”: across 167 historical days, 120-day forward avg gained 37.9%, win rate 97.6%, beat the market by 20.8%.

Days = trading days in this bucket; returns use adjusted prices, ex-costs. 60-day momentum: direction of this stock's price over the past 60 trading days.

Market-wide momentum baseline

Across 99,493 liquid US common-stock samples, top-quintile 6-month momentum was followed by an average 60-trading-day return of +6.42%, a 58.4% positive-return rate, and +3.08 percentage points of average excess return versus the S&P 500.

Baseline: weekly samples since 2016 where a liquid US common stock ranked in the top quintile by 126-trading-day momentum. Forward return is 60 trading days; excess return is versus S&P 500 (^GSPC).

Signals not active now

Inactive signals still show the stock-specific historical forward-return distribution for context.

52-week adjusted-price high

Pending

Adjusted close first reaches a 252-trading-day high; repeated hits within 20 days count once.

26 times historically; 60-day forward avg +1.46%, win rate 50%, beating the market by +0.36 pts on average.

Top-quintile 6-month momentum

Pending

The stock ranks in the top 20% of the liquid US common-stock universe by 126-day adjusted return.

Momentum Trading Strategy: A 12-1 Momentum Backtest

29 times historically; 60-day forward avg +6.91%, win rate 72.4%, beating the market by +5.26 pts on average.

Filed revenue acceleration

Pending

TTM revenue growth is at least 10% and improved versus the prior filed quarter; event date is the SEC filing date.

20 times historically; 60-day forward avg +2.32%, win rate 55%, beating the market by -0.13 pts on average.

Method and limits

  • Returns use us_price:adj_close, adjusted for splits and dividends where available.
  • Excess returns use world_index:^GSPC as the S&P 500 benchmark proxy.
  • Quarterly fundamentals are aligned to SEC filing dates before daily valuation studies.
  • The promoted universe starts from active NYSE/NASDAQ common stocks, then applies price and dollar-volume gates.
  • Snapshot-only tables such as analyst consensus, DCF, us_ratios, and us_key_metrics are intentionally excluded from historical evidence.
  • Overlapping event windows are descriptive distributions, not independent samples.

This page is for historical data analysis and education only. It is not investment advice. Backtests and historical return distributions do not predict future performance; evaluate risk independently before trading.