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ATI vs LPLA

Comparison between ATI Inc (ATI, Company) and LPL Financial Holdings Inc (LPLA, Company).

ATI is from the Industrials sector, while LPLA is from the Financial Services sector.

5-Year PerformanceATI has outperformed LPLA, delivering a return of +56.6% compared to +20.2%

ATI vs LPLA - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
ATI
$26B
LPLA
$26B
Max Drawdown
ATI
95.60%
Winner
LPLA
70.50%
Sharpe Ratio
Winner
ATI
1.76
LPLA
-0.30
5Y Beta
ATI
1.55
Winner
LPLA
1.06
Industry
ATI
Metal Fabrication
LPLA
Capital Markets
P/E Ratio
ATI
62.13
Winner
LPLA
27.97
Forward P/E
ATI
36.90
Winner
LPLA
13.05
PEG Ratio
ATI
8.11
Winner
LPLA
0.48
Dividend Yield
ATI
N/A
LPLA
0.36%
5Y Dividends CAGR
ATI
-7.03%
Winner
LPLA
3.71%
5Y EPS CAGR
Winner
ATI
19.48%
LPLA
13.86%
Debt to Equity
Winner
ATI
1.88%
LPLA
126.32%
Free Cash Flow Yield
Winner
ATI
3.16%
LPLA
-4.09%
P/S Ratio
ATI
5.63
Winner
LPLA
1.44
P/B Ratio
ATI
14.16
Winner
LPLA
4.52

ATI vs LPLA - Historical Returns

Returns include dividend reinvestment.

1M
ATI
-7.49%
Winner
LPLA
+11.57%
3M
Winner
ATI
+13.53%
LPLA
+1.50%
6M
Winner
ATI
+51.09%
LPLA
-10.44%
1Y
Winner
ATI
+100.65%
LPLA
-13.28%
5Y(CAGR)
Winner
ATI
+56.59%
LPLA
+20.19%
10Y(CAGR)
ATI
+28.92%
Winner
LPLA
+31.20%
Max(CAGR)
ATI
+6.60%
Winner
LPLA
+17.92%

ATI vs LPLA - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearATILPLA
2026+56.26%-9.13%
2025+108.54%+9.26%
2024+24.24%+42.17%
2023+53.82%+5.39%
2022+83.42%+33.43%
2021-0.31%+55.94%
2020-18.59%+12.56%
2019-7.56%+51.80%
2018-15.03%+8.40%
2017+48.10%+64.14%
2016+40.91%-13.85%
2015-66.38%-2.51%
2014+0.61%-3.43%
2013+15.59%+65.69%
2012-38.24%-2.00%
2011-15.82%-12.66%
2010+18.36%+13.13%
2009+69.45%N/A
2008-69.22%N/A
2007-1.77%N/A
2006+153.16%N/A
2005+78.35%N/A
2004+62.36%N/A
2003+122.13%N/A
2002-59.80%N/A
2001+15.27%N/A
2000-25.57%N/A
1999-55.56%N/A

ATI vs LPLA Drawdown Comparison

The maximum drawdown for ATI was -94.73%, occurring on Mar 23, 2020. Recovery took 4661 trading sessions.

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

The current ATI drawdown is -8.74%. The current LPLA drawdown is -17.50%.

RankATILPLA
#1-94.73%
Apr 23, 2007 - Oct 29, 2025
-69.32%
Mar 20, 2014 - Sep 27, 2017
#2-94.32%
Nov 29, 1999 - Jan 11, 2006
-60.33%
Jan 16, 2020 - Dec 3, 2020
#3-33.86%
May 11, 2006 - Nov 29, 2006
-33.78%
May 2, 2011 - Mar 15, 2012
#4-18.58%
Mar 2, 2026 - May 26, 2026
-33.18%
Jun 20, 2024 - Nov 6, 2024
#5-13.96%
Feb 6, 2006 - Mar 2, 2006
-33.12%
Jul 30, 2025 - May 28, 2026
#6-12.40%
Dec 8, 2006 - Jan 24, 2007
-32.61%
Nov 8, 2022 - Feb 26, 2024
#7-12.40%
Feb 23, 2007 - Mar 21, 2007
-30.11%
Apr 3, 2012 - May 9, 2013
#8-10.21%
Jun 22, 2026 - Jul 7, 2026
-26.06%
May 22, 2018 - Feb 1, 2019
#9-9.15%
Apr 24, 2006 - May 5, 2006
-26.02%
Feb 19, 2025 - May 13, 2025
#10-7.96%
Oct 29, 2025 - Dec 10, 2025
-24.69%
Feb 9, 2022 - Apr 8, 2022
#11-6.80%
Mar 3, 2006 - Mar 14, 2006
-23.36%
Apr 19, 2022 - Aug 4, 2022
#12-6.60%
Feb 1, 2007 - Feb 21, 2007
-18.87%
Jul 24, 2019 - Nov 7, 2019
#13-4.92%
Apr 6, 2006 - Apr 17, 2006
-18.45%
Apr 30, 2021 - Sep 27, 2021
#14-4.06%
Jan 15, 2026 - Feb 3, 2026
-14.36%
Mar 16, 2018 - May 8, 2018
#15-3.24%
Mar 26, 2007 - Apr 2, 2007
-12.71%
Feb 19, 2019 - May 3, 2019

Correlation

Correlation between ATI and LPLA is 0.63 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.63
-101

Dividend Comparison (2000 - 2026)

ATI vs LPLA dividend yield comparison.

YearATILPLA
20260.00%0.18%
20250.00%0.34%
20240.00%0.37%
20230.00%0.53%
20220.00%0.46%
20210.00%0.62%
20200.00%0.96%
20190.00%1.08%
20180.00%1.64%
20170.00%1.75%
20161.51%2.84%
20155.51%2.34%
20142.07%2.15%
20132.02%1.38%
20122.37%7.95%
20111.51%0.00%
20101.30%0.00%
20091.61%0.00%
20082.82%0.00%
20070.66%0.00%
20060.47%0.00%
20050.78%0.00%
20041.11%0.00%
20031.82%0.00%
200210.59%0.00%
20014.78%0.00%
20005.04%0.00%

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