LPL Competitors

L2PL34 Stock

114.46 2.84 2.54%

LPL Financial Holdings competes with Taiwan Semiconductor, Apple, Alibaba Group, Microsoft, and Banco Santander; as well as few others. Analyzing LPL Financial competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of LPL Financial to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Correlation Analysis to better understand how to build diversified portfolios. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in nation.

You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of LPL Financial competition on your existing holdings.

Specify up to 10 symbols:

Please note, it is not enough to conduct a financial or market analysis of a single entity such as LPL Financial. Your research has to be compared to or analyzed against LPL Financial's peers to derive any actionable benefits. When done correctly, LPL Financial's competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy toward taking a position in LPL Financial Holdings.

LPL Financial Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between LPL Financial and its competitors represents the degree of relationship between the price movements of corresponding stocks. A correlation of about +1.0 implies that the price of LPL and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of LPL Financial Holdings does not affect the price movement of the other competitor.

	TSMC34	AAPL34	BABA34	MSFT34	B1SA34	GOGL35	GOGL34	AMZO34	H1SB34	BERK34
TSMC34		0.86	-0.6	0.85	0.68	0.82	0.84	0.84	0.84	0.74	TSMC34
AAPL34	0.86		-0.62	0.96	0.6	0.91	0.92	0.93	0.93	0.82	AAPL34
BABA34	-0.6	-0.62		-0.64	-0.32	-0.62	-0.62	-0.72	-0.7	-0.83	BABA34
MSFT34	0.85	0.96	-0.64		0.63	0.9	0.92	0.95	0.92	0.81	MSFT34
B1SA34	0.68	0.6	-0.32	0.63		0.46	0.52	0.5	0.49	0.39	B1SA34
GOGL35	0.82	0.91	-0.62	0.9	0.46		0.98	0.95	0.94	0.74	GOGL35
GOGL34	0.84	0.92	-0.62	0.92	0.52	0.98		0.95	0.95	0.74	GOGL34
AMZO34	0.84	0.93	-0.72	0.95	0.5	0.95	0.95		0.97	0.86	AMZO34
H1SB34	0.84	0.93	-0.7	0.92	0.49	0.94	0.95	0.97		0.84	H1SB34
BERK34	0.74	0.82	-0.83	0.81	0.39	0.74	0.74	0.86	0.84		BERK34
	TSMC34	AAPL34	BABA34	MSFT34	B1SA34	GOGL35	GOGL34	AMZO34	H1SB34	BERK34

Click cells to compare fundamentals

Check Volatility

Backtest Portfolio

Please upgrade your account to get full access to Macroaxis premium features

High positive correlations

GOGL34	+ 0.98	GOGL35
H1SB34	+ 0.97	AMZO34
MSFT34	+ 0.96	AAPL34
AMZO34	+ 0.95	MSFT34
AMZO34	+ 0.95	GOGL35
AMZO34	+ 0.95	GOGL34

High negative correlations

BERK34	- 0.83	BABA34
AMZO34	- 0.72	BABA34
H1SB34	- 0.7	BABA34
MSFT34	- 0.64	BABA34
GOGL34	- 0.62	BABA34
GOGL35	- 0.62	BABA34

Risk-Adjusted Indicators

There is a big difference between LPL Stock performing well and LPL Financial Company doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze LPL Financial's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
TSMC34	1.99	0.38	0.16	(0.58)	1.94	(2.35)	6.04	(3.99)	15.94
AAPL34	1.17	0.30	0.18	(1.45)	1.26	(1.22)	2.63	(2.74)	6.23
BABA34	2.09	(0.10)	0.00	0.56	0.00	0.00	4.41	(3.50)	12.82
MSFT34	1.18	0.17	0.08	(0.24)	1.54	(1.24)	2.55	(2.46)	8.17
B1SA34	1.09	(0.02)	0.00	0.19	0.00	0.00	2.18	(1.79)	4.61
GOGL35	1.53	0.47	0.27	(0.81)	1.44	(1.82)	3.91	(2.04)	8.33
GOGL34	1.61	0.43	0.21	(0.93)	1.61	(1.93)	4.66	(2.83)	10.24
AMZO34	1.42	0.43	0.23	(1.22)	1.42	(1.59)	3.42	(2.32)	9.12
H1SB34	0.96	0.29	0.21	(2.30)	1.00	(1.09)	2.09	(1.99)	7.71
BERK34	0.92	0.19	0.15	(0.64)	0.92	(1.00)	1.88	(1.66)	6.49

Unable to evaluate fundamental data of LPL Financial Holdings at this time. Please try again later

All Fundamental Data

LPL Financial Competitive Analysis

The better you understand LPL Financial competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, LPL Financial's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across LPL Financial's competition over several years is one of the best ways to analyze its investment potential.

Better Than Average

Worse Than Peers

View Performance Chart

	L2PL34	TSMC34	AAPL34	BABA34	MSFT34	B1SA34	GOGL35	GOGL34	AMZO34	H1SB34
	2.54 114.46 LPL	2.66 159.18 Taiwan	0.40 75.29 Apple	1.41 18.76 Alibaba	1.29 108.83 Microsoft	0.68 57.34 Banco	2.51 100.29 Alphabet	1.57 98.68 Alphabet	1.70 68.85 Amazon	0.07 75.01 HSBC
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Not too volatile	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady
Market Performance (90 Days Performance)	Strong	Good	Solid	Very Weak	Good	OK	Solid	Solid	Solid	Solid
Odds of Financial Distress (Probability Of Bankruptcy)	Unknown	Low	Low	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Over Valued	Over Valued	Fairly Valued	Over Valued	Over Valued	Over Valued	Over Valued	Over Valued	Over Valued	Over Valued
Buy or Sell Advice (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Cautious Hold	Strong Sell	Hold	Strong Sell	Strong Sell	Cautious Hold	Sell	Cautious Hold	Hold	Strong Hold
Current Ratio		2.49	1.32	1.72	2.53	N/A	2.81	2.81	0.95	N/A
Net Asset		4.96 T	352.75 B	1.7 T	364.84 B	63.84 T	365.26 B	365.26 B	462.68 B	2.96 T
Profit Margin		0.45	0.25	0.0162	0.33	0.43	0.21	0.21	-0.0053	0.29
EBITDA		753.4 B	133.14 B	128.23 B	97.84 B	N/A	87.61 B	87.61 B	38.35 B	N/A
Operating Margin		0.5	0.29	0.12	0.41	N/A	0.26	0.26	0.0238	0.32
Current Valuation		2.04 T	12.2 T	1.06 T	9.32 T	N/A	6.06 T	6.06 T	5.11 T	N/A
Price To Book		23.15	44.8	14.36	10.56	324.63	4.84	4.89	6.61	3.45
Beta		1.26	1.28	0.61	0.92	0.35	1.09	1.09	1.22	0.63
Number Of Employees		10	164 K	243.9 K	221 K	10	190.23 K	190.23 K	1.54 M	219.7 K
Shares Outstanding		207.44 B	316.44 B	593.05 B	178.65 B	188.45 B	153.68 B	153.68 B	204.94 B	79.87 B
Cash Flow From Operations		1.61 T	122.15 B	142.76 B	89.03 B	(3.18 T)	91.5 B	91.5 B	46.75 B	8.61 B
Annual Yield		0.0187	0.0061	N/A	0.0097	0.0646	N/A	N/A	N/A	0.0355
Total Debt		634.14 B	98.96 B	132.5 B	47.03 B	17.27 T	12.86 B	12.86 B	67.15 B	569.63 B
Return On Equity		0.4	1.48	-0.0012	0.39	0.19	0.24	0.24	-0.0192	0.0703
Z Score		12.0	78.4	51.0	N/A	N/A	N/A	N/A	48.4	3.6
Return On Asset		0.16	0.2	0.0366	0.15	0.0125	0.13	0.13	0.0173	0.0046
Book Value Per Share		14.2	0.36	361.12	1.03	N/A	1.65	1.65	0.71	2.0
Total Asset		4.96 T	352.75 B	1.7 T	364.84 B	63.84 T	365.26 B	365.26 B	462.68 B	2.96 T
Debt To Equity		0.31	106.3	0.17	83.9	N/A	0.11	0.11	1.2	N/A
Last Dividend Paid		N/A	0.91	N/A	2.6	N/A	N/A	N/A	N/A	0.27
Shares Owned By Institutions		N/A	N/A	N/A	0.007	N/A	N/A	0.02	N/A	N/A
Market Capitalization		13.08 T	12.84 T	11.27 T	10.71 T	8.52 T	6.35 T	6.23 T	5.37 T	3.86 T
Price To Earning		69.68	6.68	N/A	105.6	N/A	14.93	0.1	0.19	4.46
Price To Earnings To Growth		4.2	2.77	9.65	2.17	697.89	1.34	1.35	4.95	2.9
Price To Sales		5.16	29.21	11.25	48.64	498.73	22.23	22.26	9.33	70.57
Net Income		1.02 T	99.8 B	62.25 B	72.74 B	842.47 B	59.97 B	59.97 B	(2.72 B)	13.92 B
Earnings Per Share		0.84	1.56	0.02	1.98	0.03	1.95	1.96	0.28	0.76
Revenue		2.26 T	394.33 B	853.06 B	198.27 B	2.27 T	282.84 B	282.84 B	513.98 B	63.64 B
Cash And Equivalents		1.5 T	80.09 B	463.28 B	133.82 B	N/A	125 B	125 B	60.71 B	1.07 T
Cash Per Share		7.23	17.41	174.82	17.51	N/A	0.07	0.07	0.04	263.22
Gross Profit		1.35 T	170.78 B	314.36 B	135.62 B	1.87 T	156.63 B	156.63 B	225.15 B	50.48 B
Day Typical Price	114.52	158.39	74.9	18.71	108.36	56.55	99.47	98.29	68.6	75.33
Accumulation Distribution	0.15	1916.19	5577.91	2236.0	3328.4	13.29	37.7	2299.76	4569.6	58.15
Market Facilitation Index	0.0021	1.0E-4	0.0	0.0	0.0	0.0073	0.0016	0.0	0.0	3.0E-4
Daily Balance Of Power	14.947368	0.7079	0.2564	0.8667	0.6651	(0.17)	1.0	0.7574	0.6886	0.042
Period Momentum Indicator	2.84	4.12	0.3	0.26	1.39	(0.39)	2.46	1.53	1.15	0.05
Rate Of Daily Change	1.03	1.03	1.0	1.01	1.01	0.99	1.03	1.02	1.02	1.0
Day Median Price	114.56	157.99	74.71	18.69	108.13	56.16	99.06	98.09	68.47	75.5
Price Action Indicator	1.32	3.25	0.74	0.2	1.4	0.99	2.46	1.36	0.95	(0.46)
Coefficient Of Variation	269.79	727.66	478.1	(2,795)	934.11	(14,181)	406.51	487.2	412.41	430.9
Mean Deviation	1.42	1.99	1.17	2.09	1.18	1.09	1.53	1.61	1.42	0.9594
Jensen Alpha	0.7692	0.3767	0.2974	(0.10)	0.1673	(0.02)	0.4748	0.4284	0.4306	0.2884
Total Risk Alpha	0.7359	0.3268	0.2728	(0.15)	0.1351	(0.04)	0.4381	0.3907	0.3989	0.2674
Sortino Ratio	0.7679	0.1597	0.18	N/A	0.0846	N/A	0.2699	0.2095	0.2328	0.2111
Downside Variance	0.9679	4.98	2.47	N/A	3.01	N/A	2.85	3.84	3.16	1.69
Standard Deviation	2.1	2.76	1.46	2.67	1.58	1.32	1.94	2.11	1.8	1.28
Kurtosis	5.17	2.75	(0.17)	0.22	2.05	(0.82)	0.5363	0.7068	0.7416	1.77
Potential Upside	4.96	6.04	2.63	4.41	2.55	2.18	3.91	4.66	3.42	2.09
Treynor Ratio	(6.61)	(0.58)	(1.45)	0.5566	(0.24)	0.1906	(0.81)	(0.93)	(1.22)	(2.30)
Maximum Drawdown	11.43	15.94	6.23	12.82	8.17	4.61	8.33	10.24	9.12	7.71
Variance	4.4	7.6	2.13	7.14	2.5	1.74	3.77	4.44	3.24	1.64
Market Risk Adjusted Performance	(6.60)	(0.57)	(1.44)	0.5666	(0.23)	0.2006	(0.80)	(0.92)	(1.21)	(2.29)
Risk Adjusted Performance	0.3068	0.1185	0.1741	(0.02)	0.0917	(0)	0.2054	0.1727	0.2022	0.1919
Skewness	1.95	0.9787	(0.40)	0.3426	(0.73)	0.1955	0.0929	0.0511	(0.43)	(0.29)
Semi Deviation	0.0	1.94	1.26	N/A	1.54	N/A	1.44	1.61	1.42	1.0
Information Ratio	0.36	0.1293	0.1938	(0.04)	0.0929	(0.02)	0.2345	0.1947	0.2301	0.2146
Value At Risk	(1.30)	(3.99)	(2.74)	(3.50)	(2.46)	(1.79)	(2.04)	(2.83)	(2.32)	(1.99)
Expected Short fall	(1.91)	(2.35)	(1.22)	N/A	(1.24)	N/A	(1.82)	(1.93)	(1.59)	(1.09)
Downside Deviation	0.9838	2.23	1.57	N/A	1.73	N/A	1.69	1.96	1.78	1.3
Semi Variance	(0.09)	3.77	1.58	N/A	2.37	N/A	2.07	2.59	2.03	1.01

LPL Financial Competition Performance Charts

Five steps to successful analysis of LPL Financial Competition

LPL Financial's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by LPL Financial Holdings in relation to its competition. LPL Financial's competition analysis typically involves several steps, including:

Identifying the key players in the market: This involves identifying the major competitors of LPL Financial in the market, both direct and indirect, as well as new entrants and disruptive technologies.
Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact LPL Financial's competitive landscape.
Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to LPL Financial Holdings, and developing a strategy to address them.
Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.

Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your LPL Financial position

In addition to having LPL Financial in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

Did You Try This Idea?

Run Sport Products Thematic Idea Now

Sport Products

Companies manufacturing sporting goods and accessories. The Sport Products theme has 39 constituents at this time.

You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Sport Products Theme or any other thematic opportunities.

View All Next

Launch

Macroaxis helps investors of all levels and skills to maximize the upside of all their holdings and minimize the risk associated with market volatility, economic swings, and company-specific events. View terms and conditions

Feedback Blog

Made with optimal in San Francisco

2024 Macroaxis LLC