NASDAQFinancialsCapital MarketsSnapshot 2026-07-31
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Create your account →Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Investment Banking & Brokerage is in expansion. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — Revenue growth: revenue growth -1% vs 17.8%.
View ThesisRevenue growth is accelerating — up about 38% over the past year.
View GrowthRanks in the weakest quality tier of its industry — roughly the bottom 24%, softest on free-cash-flow yield.
View QualityManagement screens strong on capital allocation, earnings delivery, margins, the balance sheet, market reaction to earnings.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationModerate volatility — typically moves about 1% a day.
View RiskLPL Financial's growth potential must continue to justify its current price. Revenue grew 35% year over year, and the last quarter beat expectations. It trades at 15.5× P/E, below the peer median of 20.7×. This suggests that the price reflects less growth than expected. A specific risk is the legal scrutiny that may hinder growth. Peer multiples imply a price about 16% above where it trades. This read is provisional.
Trailing returns as of 2026-07-31. LPLA is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 16 analysts currently covering LPLA (as of Jul 2026).
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A consensus fair price across 8 valuation methods, at three horizons. As of 2026-08-01. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Investment Banking & Brokerage — fair value, gap to price, and forward P/E.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Leadership change may disrupt strategic initiatives.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-07-31. EPS is implied from price ÷ P/E. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Below average on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Legal scrutiny may hinder growth and operational objectives.
Acquisition enhances growth potential and operating income.
Fee pressure and AI disruption threaten operating income growth.
Fee pressure and AI disruption threaten operating income growth.
Acquisition enhances growth potential and operating income.
Advances: Increase operating income
Beating earnings estimates supports growth objective.
Advances: Increase operating income
Rising metrics indicate positive growth trajectory.
