LPLA
Price
$264.20
Change
+$1.61 (+0.61%)
Updated
Mar 28, 6:59 PM EST
27 days until earnings call
VALU
Price
$40.50
Change
+$0.60 (+1.50%)
Updated
Mar 28, 6:59 PM EST
Ad is loading...

Compare predictions LPLA vs VALU

Header iconLPLA vs VALU Comparison
Open Charts LPLA vs VALUBanner chart's image
LPL Financial Holdings
Price$264.20
Change+$1.61 (+0.61%)
Volume$114.42K
CapitalizationN/A
Value Line
Price$40.50
Change+$0.60 (+1.50%)
Volume$100
CapitalizationN/A
View a ticker or compare two or three
LPLA vs VALU Comparison Chart

Loading...

LPLADaily Signal changed days agoGain/Loss if shorted
 
Show more...
COMPARISON
Comparison
Mar 29, 2024
Stock price -- (LPLA: $264.24 vs. VALU: $44.34)
Brand notoriety: LPLA and VALU are both not notable
Both companies represent the Investment Banks/Brokers industry
Current volume relative to the 65-day Moving Average: LPLA: 45% vs. VALU: 41%
Market capitalization -- LPLA: $19.67B vs. VALU: $417.9M
LPLA [@Investment Banks/Brokers] is valued at $19.67B. VALU’s [@Investment Banks/Brokers] market capitalization is $417.9M. The market cap for tickers in the [@Investment Banks/Brokers] industry ranges from $928.5B to $0. The average market capitalization across the [@Investment Banks/Brokers] industry is $10.73B.

Long-Term Analysis

It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).

LPLA’s FA Score shows that 2 FA rating(s) are green whileVALU’s FA Score has 1 green FA rating(s).

  • LPLA’s FA Score: 2 green, 3 red.
  • VALU’s FA Score: 1 green, 4 red.
According to our system of comparison, LPLA is a better buy in the long-term than VALU.

Short-Term Analysis

It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.

If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.

LPLA’s TA Score shows that 4 TA indicator(s) are bullish.

  • LPLA’s TA Score: 4 bullish, 4 bearish.

Price Growth

LPLA (@Investment Banks/Brokers) experienced а -3.48% price change this week, while VALU (@Investment Banks/Brokers) price change was +13.23% for the same time period.

The average weekly price growth across all stocks in the @Investment Banks/Brokers industry was +0.27%. For the same industry, the average monthly price growth was -1.54%, and the average quarterly price growth was +29.27%.

Reported Earning Dates

LPLA is expected to report earnings on Apr 25, 2024.

VALU is expected to report earnings on Mar 15, 2024.

Industries' Descriptions

@Investment Banks/Brokers (+0.27% weekly)

These banks specialize in underwriting (helping companies with debt financing or equity issuances), IPOs, facilitating mergers and other corporate reorganizations and acting as a broker or financial advisor for institutions. They might also trade securities on their own accounts. Investment banks potentially thrive on expanding its network of clients, since that could help them increase profits. Goldman Sachs, Morgan Stanley and CME Group Inc are some of the largest investment banking companies.

SUMMARIES
A.I.dvisor published
a Summary for LPLA with price predictions.
OPEN
A.I.dvisor published
a Summary for VALU with price predictions.
OPEN
FUNDAMENTALS
Fundamentals
LPLA($19.7B) has a higher market cap than VALU($418M). VALU has higher P/E ratio than LPLA: VALU (22.86) vs LPLA (19.30). LPLA YTD gains are higher at: 16.225 vs. VALU (-8.464). LPLA has higher annual earnings (EBITDA): 1.99B vs. VALU (11.8M). LPLA has more cash in the bank: 466M vs. VALU (67.3M). VALU has less debt than LPLA: VALU (5.13M) vs LPLA (3.96B). LPLA has higher revenues than VALU: LPLA (10.1B) vs VALU (38.2M).
LPLAVALULPLA / VALU
Capitalization19.7B418M4,713%
EBITDA1.99B11.8M16,831%
Gain YTD16.225-8.464-192%
P/E Ratio19.3022.8684%
Revenue10.1B38.2M26,440%
Total Cash466M67.3M692%
Total Debt3.96B5.13M77,236%
FUNDAMENTALS RATINGS
LPLA vs VALU: Fundamental Ratings
LPLA
VALU
OUTLOOK RATING
1..100
745
VALUATION
overvalued / fair valued / undervalued
1..100
91
Overvalued
24
Undervalued
PROFIT vs RISK RATING
1..100
1059
SMR RATING
1..100
1946
PRICE GROWTH RATING
1..100
4871
P/E GROWTH RATING
1..100
6374
SEASONALITY SCORE
1..100
n/an/a

Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.

VALU's Valuation (24) in the Financial Publishing Or Services industry is significantly better than the same rating for LPLA (91) in the Investment Banks Or Brokers industry. This means that VALU’s stock grew significantly faster than LPLA’s over the last 12 months.

LPLA's Profit vs Risk Rating (10) in the Investment Banks Or Brokers industry is somewhat better than the same rating for VALU (59) in the Financial Publishing Or Services industry. This means that LPLA’s stock grew somewhat faster than VALU’s over the last 12 months.

LPLA's SMR Rating (19) in the Investment Banks Or Brokers industry is in the same range as VALU (46) in the Financial Publishing Or Services industry. This means that LPLA’s stock grew similarly to VALU’s over the last 12 months.

LPLA's Price Growth Rating (48) in the Investment Banks Or Brokers industry is in the same range as VALU (71) in the Financial Publishing Or Services industry. This means that LPLA’s stock grew similarly to VALU’s over the last 12 months.

LPLA's P/E Growth Rating (63) in the Investment Banks Or Brokers industry is in the same range as VALU (74) in the Financial Publishing Or Services industry. This means that LPLA’s stock grew similarly to VALU’s over the last 12 months.

TECHNICAL ANALYSIS
Technical Analysis
LPLA
RSI
ODDS (%)
Bearish Trend 1 day ago
55%
Stochastic
ODDS (%)
Bullish Trend 1 day ago
79%
Momentum
ODDS (%)
Bullish Trend 1 day ago
80%
MACD
ODDS (%)
Bearish Trend 1 day ago
58%
TrendWeek
ODDS (%)
Bearish Trend 1 day ago
60%
TrendMonth
ODDS (%)
Bearish Trend 1 day ago
59%
Advances
ODDS (%)
Bullish Trend 1 day ago
72%
Declines
ODDS (%)
Bearish Trend 10 days ago
60%
BollingerBands
ODDS (%)
Bearish Trend 1 day ago
62%
Aroon
ODDS (%)
Bullish Trend 1 day ago
68%
View a ticker or compare two or three
Ad is loading...
LPLADaily Signal changed days agoGain/Loss if shorted
 
Show more...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
CDORX39.000.23
+0.59%
Columbia Dividend Opportunity Adv
SMPIX283.98N/A
N/A
ProFunds Semiconductor UltraSector Inv
LOGOX35.80N/A
N/A
Scharf Multi-Asset Opportunity Instl
JIJIX12.44N/A
N/A
JHancock International Dynamic Gr I
FSOSX14.07-0.03
-0.21%
Fidelity Series Overseas

LPLA and

Correlation & Price change

A.I.dvisor indicates that over the last year, LPLA has been closely correlated with IBKR. These tickers have moved in lockstep 73% of the time. This A.I.-generated data suggests there is a high statistical probability that if LPLA jumps, then IBKR could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To LPLA
1D Price
Change %
LPLA100%
+0.63%
IBKR - LPLA
73%
Closely correlated
+0.26%
RJF - LPLA
61%
Loosely correlated
+1.16%
SF - LPLA
54%
Loosely correlated
+1.96%
VOYA - LPLA
48%
Loosely correlated
+0.69%
SCHW - LPLA
40%
Loosely correlated
-0.06%
More

VALU and

Correlation & Price change

A.I.dvisor tells us that VALU and ARBK have been poorly correlated (+22% of the time) for the last year. This A.I.-generated data suggests there is low statistical probability that VALU and ARBK's prices will move in lockstep.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To VALU
1D Price
Change %
VALU100%
+11.13%
ARBK - VALU
22%
Poorly correlated
+35.63%
TIGR - VALU
21%
Poorly correlated
+0.44%
HLI - VALU
21%
Poorly correlated
+0.24%
LAZ - VALU
21%
Poorly correlated
+1.18%
SNEX - VALU
21%
Poorly correlated
+1.33%
More