Broker Check

Financial Education

Leppla Capital is committed to advancing financial education. Our CIO is a nationally known lecturer on the topics of financial literacy and practical financial training. He regularly teaches on topics such as budgeting, building cash flow and retirement forecasts, the impact of fees on returns, understanding the time value of money, the magic of compounding, macro-economic trends and securities market topics. We are pleased to spend time with your organization discussing any of these topics.

For students interested in the learning further about securities markets, we explain in simple terms the methodology behind Modern Portfolio Theory, Finding Your Efficient Frontier, and financial metrics including:

Fundamental Analysis

Generally defined as a method that examines financial and economic factors—such as the current finances of a company and its value in the prevailing economic environment—to determine whether the company’s future value is accurately reflected in its stock price.

Technical Analysis

Generally defined as a method of examining security price and volume movements as well as market trends in an attempt to identify patterns that suggest future security price activity. 

Balance Sheet

Components of assets, liabilities and shareholders’ equity

Financial metrics: 
- Cash Per Share
- Debt in most recent quarter (mrq)
- Debt/Equity (mrq)
- Current Ratio (mrq)
- Book Value
- Book Value Per Share (mrq)

Income Statement

Financial metrics:

Revenue (ttm – trailing twelve months)
Revenue Per Share (ttm)
Quarterly Revenue Growth (yoy - year over year)
Gross Profit (ttm)
Net Income Available to Common shares (ttm)
Diluted EPS (ttm)
Quarterly Earnings Growth (yoy)

Cash Flow Statement

Operating Cash Flow (ttm)

Free Cash Flow (ttm)
Levered Free Cash Flow (ttm)

Valuation Measures

Market Capitalization 
Enterprise Value Trailing P/E
Forward P/E
PEG Ratio (5 yr expected) 
Price/Sales (ttm)
Price/Book (mrq)
Enterprise Value/Revenue
Enterprise Value/EBITDA

Stock Price History

52-Week Change 
S&P 500 52-Week Change 
52 Week High 
52 Week Low
50-Day Moving Average 
200-Day Moving Average

Share Statistics

Avg Vol (3 month) 
Avg Vol (10 day) 
Shares Outstanding 
% Held by Insiders 
% Held by Institutions 
Shares Short 
Short Ratio 
Short % of Float 
Shares Short (prior month)

Dividends & Splits

Forward Annual Dividend Rate 
Forward Annual Dividend Yield 
Trailing Annual Dividend Rate 
Trailing Annual Dividend Yield 
5 Year Average Dividend Yield 
Payout Ratio 
Dividend Date 
x-Dividend Date 

We support early age Financial Education –

Leppla Capital annually contributes 3% of revenues to support Financial Education programs for secondary school students across the country.

We believe that early financial education and training is a critical component of reducing income inequality and building a successful society.

Contact Us for a Confidential Investment Services Fiduciary Review.

Thank you!