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LPLA

LPL Financial·NASDAQ
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5.07 / 10
Netural

LPLA shows mixed fundamental strength with several encouraging metrics: Asset-MV at -0.5033 (Group 2) and Revenue-MV at 0.7524 (Group 3) indicate relatively strong asset base and revenue scale. However, both Rate of return on total assets (%) and Annualized return on total assets (%) are negative at -7.69, signaling inefficiency in asset utilization. Fixed assets turnover ratio is high at 28052.73 (Group 2), suggesting effective fixed asset use, while earnings growth remains a concern with Basic EPS YoY at -22.58 and Diluted EPS YoY at -22.17 (both Group 3). Liquidity is moderate with Current assets/Total assets at 42.04% (Group 2) and Current liabilities/Total liabilities at 53.71% (Group 2). Overall, the fundamental profile is balanced but not outstanding, supporting a neutral stance.

Fundamental(5.07)SentimentTechnical

Analysis Checks(7/10)

Revenue-MV
Value0.75
Score3/3
Weight37.56%
1M Return8.79%
Current liabilities / Total liabilities (%)
Value53.71
Score2/3
Weight5.83%
1M Return1.79%
Net income-Revenue
Value-0.48
Score2/3
Weight5.92%
1M Return1.97%
Basic earnings per share (YoY growth rate %)
Value-22.58
Score1/3
Weight4.02%
1M Return1.18%
Rate of return on total assets (%)
Value-7.69
Score1/3
Weight4.79%
1M Return1.42%
Fixed assets turnover ratio
Value28052.73
Score3/3
Weight9.52%
1M Return2.65%
Annualized return on total assets (%)
Value-7.69
Score1/3
Weight4.79%
1M Return1.42%
Diluted earnings per share (YoY growth rate %)
Value-22.17
Score2/3
Weight10.02%
1M Return2.98%
Asset-MV
Value-0.50
Score2/3
Weight9.78%
1M Return2.74%
Current assets / Total assets (%)
Value42.04
Score3/3
Weight7.77%
1M Return2.31%
Is LPLA fundamentally strong?
  • LPLA scores 5.07/10 on fundamentals and holds a Fair valuation at present. Backed by its 20.86% ROE, 5.08% net margin, 35.73 P/E ratio, 5.77 P/B ratio, and -22.58% earnings growth, these metrics solidify its Netural investment rating.