AWK vs LPLA
Comparison between American Water Works Co. Inc (AWK, Company) and LPL Financial Holdings Inc (LPLA, Company).
AWK is from the Utilities sector, while LPLA is from the Financial Services sector.
5-Year PerformanceLPLA has outperformed AWK, delivering a return of +20.8% compared to -2.6%
AWK vs LPLA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
AWK vs LPLA - Historical Returns
Returns include dividend reinvestment.
AWK vs LPLA - Annual Returns (2008 - 2026)
Returns include dividend reinvestment.
| Year | AWK | LPLA |
|---|---|---|
| 2026 | +4.40% | -2.00% |
| 2025 | +7.97% | +9.26% |
| 2024 | -4.62% | +42.17% |
| 2023 | -12.64% | +5.39% |
| 2022 | -15.78% | +33.43% |
| 2021 | +27.49% | +55.94% |
| 2020 | +29.68% | +12.56% |
| 2019 | +40.88% | +51.80% |
| 2018 | +4.05% | +8.40% |
| 2017 | +29.22% | +64.14% |
| 2016 | +22.42% | -13.85% |
| 2015 | +13.49% | -2.51% |
| 2014 | +31.53% | -3.43% |
| 2013 | +13.46% | +65.69% |
| 2012 | +22.02% | -2.00% |
| 2011 | +28.76% | -12.66% |
| 2010 | +16.01% | +13.13% |
| 2009 | +10.66% | N/A |
| 2008 | +3.37% | N/A |
AWK vs LPLA Drawdown Comparison
The maximum drawdown for AWK was -37.10%, occurring on Apr 16, 2024. This drawdown has not yet recovered.
The maximum drawdown for LPLA was -69.32%, occurring on Feb 12, 2016. Recovery took 888 trading sessions.
The current AWK drawdown is -21.64%. The current LPLA drawdown is -11.03%.
| Rank | AWK | LPLA |
|---|---|---|
| #1 | -37.10% Dec 31, 2021 - Apr 16, 2024 | -69.32% Mar 20, 2014 - Sep 27, 2017 |
| #2 | -31.16% Mar 6, 2020 - Jul 17, 2020 | -60.33% Jan 16, 2020 - Dec 3, 2020 |
| #3 | -27.17% Jun 25, 2008 - Nov 25, 2009 | -33.78% May 2, 2011 - Mar 15, 2012 |
| #4 | -19.93% Feb 5, 2021 - Jul 15, 2021 | -33.18% Jun 20, 2024 - Nov 6, 2024 |
| #5 | -17.12% Dec 11, 2017 - Oct 19, 2018 | -33.12% Jul 30, 2025 - May 28, 2026 |
| #6 | -16.45% Jul 5, 2016 - Sep 11, 2017 | -32.61% Nov 8, 2022 - Feb 26, 2024 |
| #7 | -15.89% May 10, 2011 - Sep 20, 2011 | -30.11% Apr 3, 2012 - May 9, 2013 |
| #8 | -14.21% Jan 29, 2015 - Oct 8, 2015 | -26.06% May 22, 2018 - Feb 1, 2019 |
| #9 | -12.58% Jan 11, 2010 - Aug 10, 2010 | -26.02% Feb 19, 2025 - May 13, 2025 |
| #10 | -11.75% Dec 7, 2018 - Feb 8, 2019 | -24.69% Feb 9, 2022 - Apr 8, 2022 |
| #11 | -11.24% Feb 14, 2020 - Mar 4, 2020 | -23.36% Apr 19, 2022 - Aug 4, 2022 |
| #12 | -10.99% Sep 8, 2021 - Dec 31, 2021 | -18.87% Jul 24, 2019 - Nov 7, 2019 |
| #13 | -10.96% Nov 16, 2020 - Feb 5, 2021 | -18.45% Apr 30, 2021 - Sep 27, 2021 |
| #14 | -10.52% Sep 3, 2019 - Jan 17, 2020 | -14.36% Mar 16, 2018 - May 8, 2018 |
| #15 | -9.43% Jul 23, 2013 - Nov 5, 2013 | -12.71% Feb 19, 2019 - May 3, 2019 |
Correlation
Correlation between AWK and LPLA is 0.77 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2008 - 2026)
AWK vs LPLA dividend yield comparison.
| Year | AWK | LPLA |
|---|---|---|
| 2026 | 1.28% | 0.17% |
| 2025 | 2.49% | 0.34% |
| 2024 | 2.41% | 0.37% |
| 2023 | 2.10% | 0.53% |
| 2022 | 1.68% | 0.46% |
| 2021 | 1.25% | 0.62% |
| 2020 | 1.40% | 0.96% |
| 2019 | 1.59% | 1.08% |
| 2018 | 1.96% | 1.64% |
| 2017 | 1.77% | 1.75% |
| 2016 | 2.02% | 2.84% |
| 2015 | 2.23% | 2.34% |
| 2014 | 2.27% | 2.15% |
| 2013 | 1.99% | 1.38% |
| 2012 | 3.26% | 7.95% |
| 2011 | 2.82% | 0.00% |
| 2010 | 3.40% | 0.00% |
| 2009 | 3.66% | 0.00% |
| 2008 | 1.92% | 0.00% |
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