AXIA vs LPLA

Comparison between Axia Energia (AXIA, Company) and LPL Financial Holdings Inc (LPLA, Company).

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

5-Year PerformanceLPLA has outperformed AXIA, delivering a return of +18.1% compared to +13.2%

AXIA vs LPLA - Performance Comparison

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Key Characteristics

Financial metrics and valuation ratios

Metric	AXIA(COMPANY)	LPLA(COMPANY)
Market Cap	$23B	$23B
Max Drawdown	94.99%	70.50%
Sharpe Ratio	1.78	-0.51
5Y Beta	0.66	1.07
Industry	Utilities - Renewable	Capital Markets
P/E Ratio	13.32	24.92
Forward P/E	21.37	11.86
PEG Ratio	8.70	0.44
Dividend Yield	5.06%	0.41%
5Y Dividends CAGR	26.04%	3.71%
5Y EPS CAGR	-0.22%	13.86%
Debt to Equity	61.22%	126.32%
Free Cash Flow Yield	9.10%	-4.59%
P/S Ratio	0.55	1.31
P/B Ratio	1.00	4.12

Market Cap

AXIA

$23B

Winner

LPLA

$23B

Max Drawdown

AXIA

94.99%

Winner

LPLA

70.50%

Sharpe Ratio

Winner

AXIA

1.78

LPLA

-0.51

5Y Beta

Winner

AXIA

0.66

LPLA

1.07

Industry

AXIA

Utilities - Renewable

LPLA

Capital Markets

P/E Ratio

Winner

AXIA

13.32

LPLA

24.92

Forward P/E

AXIA

21.37

Winner

LPLA

11.86

PEG Ratio

AXIA

8.70

Winner

LPLA

0.44

Dividend Yield

Winner

AXIA

5.06%

LPLA

0.41%

5Y Dividends CAGR

Winner

AXIA

26.04%

LPLA

3.71%

5Y EPS CAGR

AXIA

-0.22%

Winner

LPLA

13.86%

Debt to Equity

Winner

AXIA

61.22%

LPLA

126.32%

Free Cash Flow Yield

Winner

AXIA

9.10%

LPLA

-4.59%

P/S Ratio

Winner

AXIA

0.55

LPLA

1.31

P/B Ratio

Winner

AXIA

1.00

LPLA

4.12

AXIA vs LPLA - Historical Returns

Returns include dividend reinvestment.

Period	AXIA	LPLA
1 month	+6.12%	+8.41%
3 months	-10.14%	+3.52%
6 months	+11.26%	-14.24%
1 year	+90.10%	-18.92%
5 years(CAGR)	+13.19%	+18.10%
10 years(CAGR)	+16.02%	+31.36%
Max(CAGR)	+4.50%	+17.48%

AXIA

+6.12%

Winner

LPLA

+8.41%

AXIA

-10.14%

Winner

LPLA

+3.52%

Winner

AXIA

+11.26%

LPLA

-14.24%

Winner

AXIA

+90.10%

LPLA

-18.92%

5Y(CAGR)

AXIA

+13.19%

Winner

LPLA

+18.10%

10Y(CAGR)

AXIA

+16.02%

Winner

LPLA

+31.36%

Max(CAGR)

AXIA

+4.50%

Winner

LPLA

+17.48%

AXIA vs LPLA - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

Year	AXIA	LPLA
2026	+11.62%	-14.77%
2025	+121.06%	+9.26%
2024	-30.23%	+42.17%
2023	+19.32%	+5.39%
2022	+40.97%	+33.43%
2021	-3.97%	+55.94%
2020	-22.76%	+12.56%
2019	+26.52%	+51.80%
2018	+8.92%	+8.40%
2017	-16.42%	+64.14%
2016	+427.71%	-13.85%
2015	-36.45%	-2.51%
2014	-6.74%	-3.43%
2013	-15.52%	+65.69%
2012	-65.62%	-2.00%
2011	-28.21%	-12.66%
2010	-35.58%	+13.13%
2009	+90.99%	N/A
2008	+3.91%	N/A

AXIA vs LPLA Drawdown Comparison

The maximum drawdown for AXIA was -93.61%, occurring on Jan 26, 2016. Recovery took 4037 trading sessions.

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

The current AXIA drawdown is -23.12%. The current LPLA drawdown is -22.63%.

Rank	AXIA	LPLA
#1	-93.61% Jan 8, 2010 - Jan 28, 2026	-69.32% Mar 20, 2014 - Sep 27, 2017
#2	-27.55% Apr 14, 2026 - Jun 8, 2026	-60.33% Jan 16, 2020 - Dec 3, 2020
#3	-17.39% Oct 14, 2009 - Nov 27, 2009	-33.78% May 2, 2011 - Mar 15, 2012
#4	-17.06% Feb 13, 2009 - Apr 2, 2009	-33.18% Jun 20, 2024 - Nov 6, 2024
#5	-15.57% Aug 6, 2009 - Oct 14, 2009	-33.12% Jul 30, 2025 - May 28, 2026
#6	-14.50% Feb 26, 2026 - Apr 9, 2026	-32.61% Nov 8, 2022 - Feb 26, 2024
#7	-12.44% Dec 16, 2008 - Feb 11, 2009	-30.11% Apr 3, 2012 - May 9, 2013
#8	-11.32% Dec 10, 2009 - Jan 8, 2010	-26.06% May 22, 2018 - Feb 1, 2019
#9	-10.99% Nov 26, 2008 - Dec 16, 2008	-26.02% Feb 19, 2025 - May 13, 2025
#10	-10.64% May 8, 2009 - Jun 1, 2009	-24.69% Feb 9, 2022 - Apr 8, 2022
#11	-8.84% Nov 19, 2008 - Nov 21, 2008	-23.36% Apr 19, 2022 - Aug 4, 2022
#12	-7.65% Nov 21, 2008 - Nov 26, 2008	-18.87% Jul 24, 2019 - Nov 7, 2019
#13	-6.60% Jun 11, 2009 - Jun 19, 2009	-18.45% Apr 30, 2021 - Sep 27, 2021
#14	-6.56% Apr 21, 2009 - Apr 29, 2009	-14.36% Mar 16, 2018 - May 8, 2018
#15	-6.14% Jun 1, 2009 - Jun 11, 2009	-12.71% Feb 19, 2019 - May 3, 2019

Correlation

Correlation between AXIA and LPLA is 0.62 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.62

-101

Dividend Comparison (2009 - 2026)

AXIA vs LPLA dividend yield comparison.

Year	AXIA	LPLA
2026	0.00%	0.20%
2025	7.19%	0.34%
2024	3.85%	0.37%
2023	0.51%	0.53%
2022	1.89%	0.46%
2021	7.32%	0.62%
2020	4.38%	0.96%
2019	2.21%	1.08%
2018	0.00%	1.64%
2017	0.00%	1.75%
2016	0.00%	2.84%
2015	0.00%	2.34%
2014	6.46%	2.15%
2013	5.50%	1.38%
2012	16.84%	7.95%
2011	4.76%	0.00%
2010	4.24%	0.00%
2009	3.06%	0.00%