LPL Financial (Brazil) Performance
| L2PL34 Stock | 114.46 2.84 2.54% |
On a scale of 0 to 100, LPL Financial holds a performance score of 28. The company secures a Beta (Market Risk) of -0.12, which conveys not very significant fluctuations relative to the market. As returns on the market increase, returns on owning LPL Financial are expected to decrease at a much lower rate. During the bear market, LPL Financial is likely to outperform the market. Please check LPL Financial's sortino ratio, maximum drawdown, and the relationship between the total risk alpha and treynor ratio , to make a quick decision on whether LPL Financial's current price movements will revert.
Risk-Adjusted Performance
28 of 100
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Strong
Compared to the overall equity markets, risk-adjusted returns on investments in LPL Financial Holdings are ranked lower than 28 (%) of all global equities and portfolios over the last 90 days. Despite somewhat weak basic indicators, LPL Financial sustained solid returns over the last few months and may actually be approaching a breakup point. ...more
LPL |
LPL Financial Relative Risk vs. Return Landscape
If you would invest 7,331 in LPL Financial Holdings on October 6, 2024 and sell it today you would earn a total of 4,115 from holding LPL Financial Holdings or generate 56.13% return on investment over 90 days. LPL Financial Holdings is generating 0.7933% of daily returns and assumes 2.1622% volatility on return distribution over the 90 days horizon. Simply put, 19% of stocks are less volatile than LPL, and 85% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
LPL Financial Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for LPL Financial's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as LPL Financial Holdings, and traders can use it to determine the average amount a LPL Financial's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.3669
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Estimated Market Risk
| 2.16 actual daily | 19 81% of assets are more volatile |
Expected Return
| 0.79 actual daily | 15 85% of assets have higher returns |
Risk-Adjusted Return
| 0.37 actual daily | 28 72% of assets perform better |
Based on monthly moving average LPL Financial is performing at about 28% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of LPL Financial by adding it to a well-diversified portfolio.
Things to note about LPL Financial Holdings performance evaluation
Checking the ongoing alerts about LPL Financial for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for LPL Financial Holdings help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating LPL Financial's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate LPL Financial's stock performance include:- Analyzing LPL Financial's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether LPL Financial's stock is overvalued or undervalued compared to its peers.
- Examining LPL Financial's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating LPL Financial's management team can have a significant impact on its success or failure. Reviewing the track record and experience of LPL Financial's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of LPL Financial's stock. These opinions can provide insight into LPL Financial's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for LPL Stock analysis
When running LPL Financial's price analysis, check to measure LPL Financial's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy LPL Financial is operating at the current time. Most of LPL Financial's value examination focuses on studying past and present price action to predict the probability of LPL Financial's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move LPL Financial's price. Additionally, you may evaluate how the addition of LPL Financial to your portfolios can decrease your overall portfolio volatility.
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