StockScouter

The StockScouter® System is a proprietary stock scoring model which covers U.S. companies listed on the major exchanges. The 10 (best) to 1 (worst) score is derived from Fundamental, Technical, Ownership, and Valuation sub-models in combination with a Risk model which assesses the expected risk and return.

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LPLA LPL FINANCIAL HOLDINGS INCORPORATED StockScouter® Report

7

StockScouter® Score

LPL FINANCIAL HOLDINGS INCORPORATED, a mid cap value company in the finance sector, is expected to slightly outperform the market over the next six months with slightly less than average risk

10 is the best possible rating. Learn more.

Summary

Positives

  • The enterprise value-to-sales ratio is lower than the average for comparably-sized companies in the StockScouter universe. Positive
  • The ratio of LPLA’s forward price-to-earnings multiple to its estimated growth rate is well below the average of comparably-sized companies in the StockScouter universe. Positive

 

Concerns

  • Two or more executives, board directors or major shareholders – including one high-level executive -- sold a large number of shares recently. Very negative
  • Shares are neither being accumulated heavily nor sold heavily by financial institutions. Neutral for a large company like LPLA

 

Short-term Outlook

Over the next 1-2 months, StockScouter forecasts that mid cap stocks will be in favor, value stocks will be in favor, and finance stocks will be in favor.

Expected Risk/Return

Progress: 40% done.
Progress: 80% done.
Low
High

Core Model Grades

A
F
B
B

Previous Ratings

9
10
6