LPL Financial Holdings (BSP:L2PL34) 1-Year Sharpe Ratio: N/A (As of Aug. 10, 2026)

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.
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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.

BSP:L2PL34 LPL Financial Holdings Inc BSP:L2PL34
72 GF Score
Price R$101.90
GF Value R$134.06
Valuation Modestly Undervalued
! 7 Warning Signs
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What is LPL Financial Holdings 1-Year Sharpe Ratio?

The 1-Year Sharpe Ratio measures the additional return that an investor receives per unit of increase in risk over the past year. As of today (2026-08-10), LPL Financial Holdings's 1-Year Sharpe Ratio is Not available.

LPL Financial Holdings  (BSP:L2PL34) 1-Year Sharpe Ratio Explanation

The 1-Year Sharpe Ratio inidicates the risk-adjusted return of an investment over the past year. It is calculated as the annualized result of the average monthly excess return divided by its standard deviation over the past year. The monthly excess return is the monthly investment return minus the monthly risk-free rate (typically the 10-year Treasury Constant Maturity Rate). If the risk-free rate for a specific region is not available, U.S. data is used by default.

The greater a portfolio's Sharpe Ratio, the better its risk-adjusted performance. A negative Sharpe Ratio means the risk-free rate is greater than the portfolio’s historical or projected return, or else the portfolio's return is expected to be negative.

LPL Financial Holdings 1-Year Sharpe Ratio Related Terms

BSP:L2PL34 vs TW, CRCL, FUTU: 1-Year Sharpe Ratio Comparison

For the Capital Markets subindustry, LPL Financial Holdings's 1-Year Sharpe Ratio, along with its competitors' market caps and 1-Year Sharpe Ratio 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 1-Year Sharpe Ratio vs Capital Markets Industry

For the Capital Markets industry and Financial Services sector, LPL Financial Holdings's 1-Year Sharpe Ratio distribution charts can be found below:

* The bar in red indicates where LPL Financial Holdings's 1-Year Sharpe Ratio falls into.


BSP:L2PL34
72GF Score
LPL Financial Holdings Inc BSP:L2PL34
1-Year Sharpe Ratio is just one metric. See GF Score™, valuation, warning signs, and more.
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LPL Financial Holdings 1-Year Sharpe Ratio Calculation

The 1-Year Sharpe Ratio measures the performance of an investment such as a stock or portfolio compared to a risk-free asset. A stock / portfolio's 1-Year Sharpe Ratio can be calculated by dividing the difference between the one-year returns of the investment and the risk-free rate, by the standard deviation of the investment returns over one year.

Is LPL Financial Holdings (BSP:L2PL34) Overvalued in 2026?

Based on GuruFocus' analysis, LPL Financial Holdings stock appears to be undervalued. The current stock price of R$101.90 is trading 24% below its estimated GF Value™ of R$134.06. GuruFocus considers LPL Financial Holdings to be Modestly Undervalued.

Key valuation signals for BSP:L2PL34:

  • 1-Year Sharpe Ratio: N/A
  • GF Value™: R$134.06 vs. price of R$101.90 (24% below fair value)
  • GF Score™: 72/100 with 7 warning signs

No single metric tells the full story. See the BSP:L2PL34 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.
72GF Score

Get the complete analysis for BSP:L2PL34

1-Year Sharpe Ratio is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

R$101.90
Price
R$134.06
GF Value