DRI vs LPLA

Comparison between Darden Restaurants Inc (DRI, Company) and LPL Financial Holdings Inc (LPLA, Company).

DRI is from the Consumer Cyclical sector, while LPLA is from the Financial Services sector.

5-Year PerformanceLPLA has outperformed DRI, delivering a return of +16.6% compared to +11.9%

DRI vs LPLA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DRI(COMPANY)	LPLA(COMPANY)
Market Cap	$23B	$23B
Max Drawdown	73.22%	70.50%
Sharpe Ratio	-0.20	-0.68
5Y Beta	0.56	1.09
Industry	Restaurants	Capital Markets
P/E Ratio	21.03	24.58
Forward P/E	17.24	11.59
PEG Ratio	0.98	N/A
Dividend Yield	3.01%	0.42%
5Y Dividends CAGR	36.70%	3.71%
5Y EPS CAGR	12.07%	13.86%
Debt to Equity	115.54%	126.32%
Free Cash Flow Yield	-5.88%	-4.65%

Market Cap

Winner

DRI

$23B

LPLA

$23B

Max Drawdown

DRI

73.22%

Winner

LPLA

70.50%

Sharpe Ratio

Winner

DRI

-0.20

LPLA

-0.68

5Y Beta

Winner

DRI

0.56

LPLA

1.09

Industry

DRI

Restaurants

LPLA

Capital Markets

P/E Ratio

Winner

DRI

21.03

LPLA

24.58

Forward P/E

DRI

17.24

Winner

LPLA

11.59

PEG Ratio

DRI

0.98

LPLA

N/A

Dividend Yield

Winner

DRI

3.01%

LPLA

0.42%

5Y Dividends CAGR

Winner

DRI

36.70%

LPLA

3.71%

5Y EPS CAGR

DRI

12.07%

Winner

LPLA

13.86%

Debt to Equity

Winner

DRI

115.54%

LPLA

126.32%

Free Cash Flow Yield

DRI

-5.88%

Winner

LPLA

-4.65%

DRI vs LPLA - Historical Returns

Returns include dividend reinvestment.

Period	DRI	LPLA
1 month	+4.00%	+0.15%
3 months	+0.86%	-6.10%
6 months	+15.42%	-25.12%
1 year	-2.90%	-23.46%
5 years(CAGR)	+11.90%	+16.59%
10 years(CAGR)	+14.88%	+29.26%
Max(CAGR)	+14.17%	+17.10%

Winner

DRI

+4.00%

LPLA

+0.15%

Winner

DRI

+0.86%

LPLA

-6.10%

Winner

DRI

+15.42%

LPLA

-25.12%

Winner

DRI

-2.90%

LPLA

-23.46%

5Y(CAGR)

DRI

+11.90%

Winner

LPLA

+16.59%

10Y(CAGR)

DRI

+14.88%

Winner

LPLA

+29.26%

Max(CAGR)

DRI

+14.17%

Winner

LPLA

+17.10%

DRI vs LPLA - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	DRI	LPLA
2026	+10.44%	-19.87%
2025	+1.70%	+9.26%
2024	+19.18%	+42.17%
2023	+21.41%	+5.39%
2022	-3.64%	+33.43%
2021	+32.70%	+55.94%
2020	+7.24%	+12.56%
2019	+12.24%	+51.80%
2018	+6.55%	+8.40%
2017	+37.21%	+64.14%
2016	+19.85%	-13.85%
2015	+26.11%	-2.51%
2014	+14.98%	-3.43%
2013	+25.06%	+65.69%
2012	+4.75%	-2.00%
2011	+0.73%	-12.66%
2010	+36.49%	+13.13%
2009	+22.13%	N/A
2008	+8.66%	N/A
2007	-30.34%	N/A
2006	+5.43%	N/A
2005	+43.98%	N/A
2004	+33.16%	N/A
2003	-1.22%	N/A
2002	-12.04%	N/A
2001	+56.90%	N/A
2000	+32.72%	N/A
1999	-3.61%	N/A

DRI vs LPLA Drawdown Comparison

The maximum drawdown for DRI was -72.81%, occurring on Mar 18, 2020. Recovery took 338 trading sessions.

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

The current DRI drawdown is -7.02%. The current LPLA drawdown is -27.26%.

Rank	DRI	LPLA
#1	-72.81% Sep 9, 2019 - Jan 11, 2021	-69.32% Mar 20, 2014 - Sep 27, 2017
#2	-70.21% Jun 18, 2007 - Mar 22, 2010	-60.33% Jan 16, 2020 - Dec 3, 2020
#3	-42.57% Mar 6, 2002 - Jan 18, 2005	-33.78% May 2, 2011 - Mar 15, 2012
#4	-37.98% Nov 8, 1999 - Sep 22, 2000	-33.18% Jun 20, 2024 - Nov 6, 2024
#5	-28.37% Sep 27, 2021 - Mar 21, 2023	-33.12% Jul 30, 2025 - May 28, 2026
#6	-26.02% Dec 4, 2000 - Apr 25, 2001	-32.61% Nov 8, 2022 - Feb 26, 2024
#7	-24.95% Jul 17, 2001 - Oct 31, 2001	-30.11% Apr 3, 2012 - May 9, 2013
#8	-23.90% Jun 20, 2025 - Nov 20, 2025	-26.06% May 22, 2018 - Feb 1, 2019
#9	-22.74% Apr 23, 2010 - Nov 5, 2010	-26.02% Feb 19, 2025 - May 13, 2025
#10	-22.56% Jul 7, 2011 - Mar 13, 2012	-24.69% Feb 9, 2022 - Apr 8, 2022
#11	-21.74% Feb 24, 2006 - Sep 21, 2006	-23.36% Apr 19, 2022 - Aug 4, 2022
#12	-21.62% Sep 21, 2012 - Dec 23, 2013	-18.87% Jul 24, 2019 - Nov 7, 2019
#13	-21.43% Jul 20, 2023 - Feb 23, 2024	-18.45% Apr 30, 2021 - Sep 27, 2021
#14	-20.06% Mar 6, 2024 - Sep 23, 2024	-14.36% Mar 16, 2018 - May 8, 2018
#15	-18.71% Aug 5, 2015 - Mar 9, 2016	-12.71% Feb 19, 2019 - May 3, 2019

Correlation

Correlation between DRI and LPLA is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95

-101

Dividend Comparison (2000 - 2026)

DRI vs LPLA dividend yield comparison.

Year	DRI	LPLA
2026	1.47%	0.21%
2025	3.15%	0.34%
2024	2.90%	0.37%
2023	3.07%	0.53%
2022	3.34%	0.46%
2021	2.29%	0.62%
2020	0.99%	0.96%
2019	2.99%	1.08%
2018	2.76%	1.64%
2017	2.48%	1.75%
2016	2.92%	2.84%
2015	13.76%	2.34%
2014	3.75%	2.15%
2013	3.86%	1.38%
2012	4.13%	7.95%
2011	3.29%	0.00%
2010	2.45%	0.00%
2009	2.57%	0.00%
2008	2.70%	0.00%
2007	2.13%	0.00%
2006	1.07%	0.00%
2005	0.62%	0.00%
2004	0.29%	0.00%
2003	0.38%	0.00%
2002	0.33%	0.00%
2001	0.23%	0.00%
2000	0.35%	0.00%