LPLA vs PAX: fair value comparison
LPL Financial Holdings Inc. and Patria Investments Limited · Updated 2026-08-31
Both currently screen as undervalued on TickrTrends' Forward Fair Value model. Within Financial Services, LPLA currently sits closer to the top of our discount ranking. LPLA carries the stronger momentum grade.
| LPLA | PAX | |
|---|---|---|
| Verdict | Undervalued | Undervalued |
| Last price | $360.35 | $11.01 |
| 12-month range | $275.04–$377.87 | $10.84–$15.30 |
| Sector rank | #14 of 165 Financial Services | #15 of 165 Financial Services |
| Quality grade | D | D |
| Momentum grade | A | B |
| Leverage | Moderate | Moderate |
| RSI zone | Neutral | Neutral |
| 50/200-day trend | Uptrend | Downtrend |
| 52-week position | The top quarter | The bottom quarter |
Full single-stock breakdowns: LPLA fair value analysis · PAX fair value analysis