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AEE vs LPLA

Comparison between Ameren Corp (AEE, Company) and LPL Financial Holdings Inc (LPLA, Company).

AEE is from the Utilities sector, while LPLA is from the Financial Services sector.

5-Year PerformanceLPLA has outperformed AEE, delivering a return of +21.4% compared to +7.2%

AEE vs LPLA - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
AEE
$30B
LPLA
$30B
Max Drawdown
Winner
AEE
64.90%
LPLA
70.50%
Sharpe Ratio
Winner
AEE
0.55
LPLA
0.12
5Y Beta
Winner
AEE
0.12
LPLA
1.09
Industry
AEE
Utilities - Regulated Electric
LPLA
Capital Markets
P/E Ratio
Winner
AEE
19.02
LPLA
30.75
Forward P/E
AEE
20.37
Winner
LPLA
13.83
PEG Ratio
AEE
0.76
Winner
LPLA
0.50
Dividend Yield
Winner
AEE
2.67%
LPLA
0.33%
5Y Dividends CAGR
AEE
6.86%
Winner
LPLA
8.45%
5Y EPS CAGR
AEE
9.23%
Winner
LPLA
13.77%
Debt to Equity
AEE
150.42%
Winner
LPLA
129.59%
Free Cash Flow Yield
AEE
-4.65%
Winner
LPLA
-3.10%
P/S Ratio
AEE
3.59
Winner
LPLA
1.52
P/B Ratio
Winner
AEE
2.16
LPLA
5.09

AEE vs LPLA - Historical Returns

Returns include dividend reinvestment.

1M
AEE
-1.03%
Winner
LPLA
+9.62%
3M
AEE
+0.95%
Winner
LPLA
+25.24%
6M
AEE
+0.90%
Winner
LPLA
+9.86%
1Y
Winner
AEE
+10.33%
LPLA
+2.63%
5Y(CAGR)
AEE
+7.16%
Winner
LPLA
+21.39%
10Y(CAGR)
AEE
+11.19%
Winner
LPLA
+30.20%
Max(CAGR)
AEE
+8.80%
Winner
LPLA
+18.50%

AEE vs LPLA - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearAEELPLA
2026+9.84%-0.38%
2025+15.51%+9.26%
2024+24.64%+42.17%
2023-15.67%+5.39%
2022+3.04%+33.43%
2021+20.06%+55.94%
2020+5.30%+12.56%
2019+24.05%+51.80%
2018+15.15%+8.40%
2017+16.14%+64.14%
2016+27.38%-13.85%
2015-2.07%-2.51%
2014+35.08%-3.43%
2013+20.95%+65.69%
2012-1.43%-2.00%
2011+23.66%-12.66%
2010+7.60%+13.13%
2009-12.66%N/A
2008-33.53%N/A
2007+5.41%N/A
2006+8.82%N/A
2005+9.20%N/A
2004+15.59%N/A
2003+15.44%N/A
2002+3.31%N/A
2001-0.52%N/A
2000+53.67%N/A
1999-11.92%N/A

AEE vs LPLA Drawdown Comparison

The maximum drawdown for AEE was -60.56%, occurring on Mar 9, 2009. Recovery took 1550 trading sessions.

The maximum drawdown for LPLA was -69.32%, occurring on Feb 12, 2016. Recovery took 888 trading sessions.

The current AEE drawdown is -7.64%. The current LPLA drawdown is -9.56%.

RankAEELPLA
#1-60.56%
Dec 24, 2007 - Feb 21, 2014
-69.32%
Mar 20, 2014 - Sep 27, 2017
#2-29.09%
Mar 4, 2020 - Apr 20, 2021
-60.33%
Jan 16, 2020 - Dec 3, 2020
#3-27.48%
Apr 20, 2022 - Nov 11, 2024
-33.78%
May 2, 2011 - Mar 15, 2012
#4-24.54%
Nov 2, 1999 - Apr 25, 2000
-33.18%
Jun 20, 2024 - Nov 6, 2024
#5-20.09%
Dec 29, 2014 - Feb 2, 2016
-33.12%
Jul 30, 2025 - May 28, 2026
#6-17.91%
Nov 14, 2017 - Aug 14, 2018
-32.61%
Nov 8, 2022 - Feb 26, 2024
#7-17.76%
May 23, 2002 - Aug 12, 2002
-30.11%
Apr 3, 2012 - May 9, 2013
#8-17.57%
Dec 26, 2000 - May 14, 2002
-26.06%
May 22, 2018 - Feb 1, 2019
#9-15.08%
Jan 6, 2003 - May 23, 2003
-26.02%
Feb 19, 2025 - May 13, 2025
#10-14.42%
Jan 30, 2004 - Sep 16, 2004
-24.69%
Feb 9, 2022 - Apr 8, 2022
#11-12.57%
Aug 12, 2002 - Jan 6, 2003
-23.36%
Apr 19, 2022 - Aug 4, 2022
#12-12.50%
Sep 16, 2005 - Oct 18, 2006
-18.87%
Jul 24, 2019 - Nov 7, 2019
#13-12.39%
May 16, 2007 - Oct 4, 2007
-18.45%
Apr 30, 2021 - Sep 27, 2021
#14-12.33%
Sep 12, 2000 - Nov 29, 2000
-14.36%
Mar 16, 2018 - May 8, 2018
#15-12.07%
Jul 6, 2016 - Jan 6, 2017
-12.71%
Feb 19, 2019 - May 3, 2019

Correlation

Correlation between AEE and LPLA is 0.89 which considered as a strong positive correlation - the stocks tend to move together.

0.89
-101

Dividend Comparison (1999 - 2026)

AEE vs LPLA dividend yield comparison.

YearAEELPLA
20261.37%0.25%
20252.84%0.34%
20243.01%0.37%
20233.48%0.53%
20222.65%0.46%
20212.47%0.62%
20202.56%0.96%
20192.50%1.08%
20182.83%1.64%
20173.01%1.75%
20164.08%2.84%
20153.83%2.34%
20143.49%2.15%
20134.42%1.38%
20125.21%7.95%
20114.69%0.00%
20105.46%0.00%
20095.51%0.00%
20087.64%0.00%
20074.69%0.00%
20064.73%0.00%
20054.96%0.00%
20045.07%0.00%
20035.52%0.00%
20026.11%0.00%
20016.00%0.00%
20005.48%0.00%
19991.94%0.00%

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