LPLA (LPL Financial Holdings) Momentum Rank: 10 (As of Sep. 22, 2026) — 25% Above Median

Author: Vera Yuan Vera Yuan
Vera Yuan
Vera Yuan
Director of Data and Quant Analytics at GuruFocus
Focused on building reliable datasets, financial models, and research tools for value-minded investors. Committed to turning complex data into practical guidance for value-investing and long-term wealth.
Reviewed by: Charlie Tian Charlie Tian
Charlie Tian
Charlie Tian
Founder & CEO of GuruFocus
Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.

LPLA LPL Financial Holdings Inc LPLA
90 GF Score
Price $332.26
GF Value $484.90
Valuation Possible Value Trap
! 7 Warning Signs
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What is LPL Financial Holdings Momentum Rank?

LPL Financial Holdings LPLA +1.27% 90 Momentum Rank is 10 as of Sep. 22, 2026, which is 25% above its 10-year median of 8.00. GuruFocus rates LPLA with a GF Score™ of 90/100 and a GF Value™ of $484.90 (Possible Value Trap). The stock has 7 warning signs investors should review.

LPL Financial Holdings has the Momentum Rank of 10.

Momentum Rank measures the strength and persistence of a stock's price movement over time, rated on a scale of 1 to 10.

For Momentum Rank, we considered the residual momentum concept that was widely studied by Blitz and his colleagues as well as by Nobel Prize laureates Fama and French. However, we did not find any significant differences in the performances of stocks with different ranks of residual momentum. Therefore, we use traditional momentum instead.

Momentum Rank is determined using the standardized momentum ratio and other momentum indicators. The standardized momentum ratio is the average of the performances from 12 months ago to 1 month ago and 6 months ago to 1 month ago, divided by the beta of the stock over the past 12 months. To calculate the momentum ratio today, we would use the average of the two performance numbers.

For momentum, we found that stock price performance does not have a monotonic correlation with the momentum ratio. The stocks with the highest momentum ratios perform worse than those at about the 70th percentile. Therefore, for the momentum rank, we ranked the stocks at about the 70th percentile of the momentum ratio as the highest at 10.

A higher score reflects strong price momentum and indicates greater potential for superior performance. Conversely, a lower score indicates that momentum is either too high or too low, and stocks tend to underperform.

Please click GF Score to see more details on the GF Score's 5 Key Aspects of Analysis.

LPL Financial Holdings Momentum Rank Related Terms

LPLA vs TW, CRCL, FUTU: Momentum Rank Comparison

For the Capital Markets subindustry, LPL Financial Holdings's Momentum Rank, along with its competitors' market caps and Momentum Rank data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.

LPL Financial Holdings Momentum Rank vs Capital Markets Industry

For the Capital Markets industry and Financial Services sector, LPL Financial Holdings's Momentum Rank distribution charts can be found below:

* The bar in red indicates where LPL Financial Holdings's Momentum Rank falls into.


LPLA
90GF Score
LPL Financial Holdings Inc LPLA
Momentum Rank is just one metric. See GF Score™, valuation, warning signs, and more.
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Frequently Asked Questions Learn more about Momentum Rank →
What does a Momentum Rank of 10 mean?
LPL Financial Holdings (LPLA) has a Momentum Rank of 10 as of Sep. 22, 2026. Momentum Rank is determined using the standardized momentum ratio, measuring the speed and velocity of price changes in a stock. View historical data on LPL Financial Holdings and its competitors. This is 25% above median its historical median of 8.00. Over the past decade, LPL Financial Holdings' Momentum Rank has ranged from 2.00 to 10.00.
Is LPL Financial Holdings' Momentum Rank too high?
LPL Financial Holdings' current Momentum Rank of 10 is 25% above median its 10-year median of 8.00. Over the past 10 years, this metric has ranged from a low of 2.00 to a high of 10.00. Overall, LPL Financial Holdings has a GF Score™ of 90/100 and is considered Possible Value Trap, reflecting its overall financial health beyond just this single metric.
How does LPL Financial Holdings' Momentum Rank compare to TW and CRCL?
LPL Financial Holdings' Momentum Rank of 10 can be compared against companies in the Capital Markets industry. Historically, LPL Financial Holdings' own Momentum Rank has ranged from 2.00 to 10.00 over the past decade. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Momentum Rank for a Capital Markets company?
A good Momentum Rank depends on the Capital Markets industry context. However, Momentum Rank should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Momentum Rank mean?
A high Momentum Rank can signal that a stock is expensive relative to its fundamentals. Momentum Rank is determined using the standardized momentum ratio, measuring the speed and velocity of price changes in a stock. View historical data on LPL Financial Holdings and its competitors. LPL Financial Holdings's current Momentum Rank is 10, which is 25% above median its own 10-year median of 8.00. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is LPL Financial Holdings stock overvalued right now?
Based on GuruFocus' analysis, LPL Financial Holdings (LPLA) is currently considered Possible Value Trap. The stock's GF Value™ is $484.90, compared to a current price of $332.26 — trading 31.5% below its estimated fair value. The current Momentum Rank is 10, which is 25% above median its 10-year median of 8.00. LPL Financial Holdings' overall GF Score™ is 90/100 with 7 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Momentum Rank calculated?
Momentum Rank is calculated from a company's financial statements. For LPL Financial Holdings (LPLA), the current Momentum Rank is 10 as of Sep. 22, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is LPL Financial Holdings (LPLA) Overvalued in 2026?

Based on GuruFocus' analysis, LPL Financial Holdings stock appears to be undervalued. The current stock price of $332.26 is trading 31.5% below its estimated GF Value™ of $484.90. GuruFocus considers LPL Financial Holdings to be Possible Value Trap.

Key valuation signals for LPLA:

  • Momentum Rank: 10 (25% above median its 10-year median of 8.00)
  • GF Value™: $484.90 vs. price of $332.26 (31.5% below fair value)
  • GF Score™: 90/100 with 7 warning signs

No single metric tells the full story. See the LPLA stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

LPL Financial Holdings Business Description

Address 4707 Executive Drive, San Diego, CA, USA, 92121
LPL Financial is the largest US independent broker-dealer, with more than 32,000 financial advisors affiliated with its platform and roughly 11 million customer accounts at the end of 2025. The firm earns the bulk of its profit from interest income earned on client cash balances and from advisory fees and commissions tied to the $2.4 trillion in assets under management or advisory on its platform at year-end 2025. LPL specializes in providing turnkey wealth management services for affiliated independent advisors, but maintains a diverse array of affiliation modalities, running the gamut from more traditional employee models to a pure RIA custody approach. It earns tuck-in revenue from recordkeeping fees and the provision of software tools and services to its advisor base.
90GF Score

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Momentum Rank is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$332.26
Price
$484.90
GF Value