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FORTY vs LKFN

Comparison between Formula Systems (1985) Ltd (FORTY, Company) and Lakeland Financial Corp (LKFN, Company).

FORTY is from the Technology sector, while LKFN is from the Financial Services sector.

5-Year PerformanceFORTY has outperformed LKFN, delivering a return of +8.3% compared to +4.0%

FORTY vs LKFN - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
FORTY
$1.58B
LKFN
$1.57B
Max Drawdown
FORTY
95.97%
Winner
LKFN
49.19%
Sharpe Ratio
Winner
FORTY
0.09
LKFN
-0.12
5Y Beta
Winner
FORTY
0.33
LKFN
0.70
Industry
FORTY
Information Technology Services
LKFN
Banks - Regional
P/E Ratio
FORTY
19.87
Winner
LKFN
14.55
Forward P/E
Winner
FORTY
9.23
LKFN
20.08
PEG Ratio
FORTY
0.81
Winner
LKFN
0.64
Dividend Yield
FORTY
2.32%
Winner
LKFN
3.31%
5Y Dividends CAGR
Winner
FORTY
70.76%
LKFN
14.69%
5Y EPS CAGR
FORTY
-10.90%
Winner
LKFN
4.01%
Debt to Equity
FORTY
12.91%
Winner
LKFN
0.00%
Free Cash Flow Yield
Winner
FORTY
20.49%
LKFN
6.77%
P/S Ratio
Winner
FORTY
0.60
LKFN
5.87
P/B Ratio
Winner
FORTY
1.19
LKFN
2.05

FORTY vs LKFN - Historical Returns

Returns include dividend reinvestment.

1M
FORTY
-12.00%
Winner
LKFN
+3.17%
3M
FORTY
+0.16%
Winner
LKFN
+5.34%
6M
FORTY
-24.88%
Winner
LKFN
+12.12%
1Y
FORTY
-7.05%
Winner
LKFN
-1.35%
5Y(CAGR)
Winner
FORTY
+8.31%
LKFN
+4.00%
10Y(CAGR)
Winner
FORTY
+16.13%
LKFN
+10.00%
Max(CAGR)
FORTY
+9.67%
Winner
LKFN
+12.27%

FORTY vs LKFN - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearFORTYLKFN
2026-25.37%+10.97%
2025+105.36%-12.44%
2024+39.05%+9.01%
2023-6.65%-7.13%
2022-40.77%-5.68%
2021+49.74%+51.91%
2020+25.85%+12.29%
2019+93.92%+23.17%
2018-15.35%-15.08%
2017+1.49%+4.62%
2016+54.79%+60.34%
2015+23.35%+11.37%
2014-12.96%+15.53%
2013+50.90%+48.63%
2012-0.90%+2.38%
2011-22.73%+16.96%
2010+68.67%+26.13%
2009+91.88%-22.51%
2008-46.94%+22.29%
2007-2.88%-16.86%
2006+19.68%+26.70%
2005-31.23%+3.56%
2004-0.06%+11.98%
2003+100.59%+53.66%
2002-51.77%+34.99%
2001-40.58%+46.52%
2000-32.43%-14.01%
1999+58.26%-12.78%

FORTY vs LKFN Drawdown Comparison

The maximum drawdown for FORTY was -92.58%, occurring on Mar 9, 2009. Recovery took 4147 trading sessions.

The maximum drawdown for LKFN was -47.35%, occurring on May 16, 2023. This drawdown has not yet recovered.

The current FORTY drawdown is -34.39%. The current LKFN drawdown is -17.16%.

RankFORTYLKFN
#1-92.58%
Mar 1, 2000 - Aug 24, 2016
-47.35%
Jan 14, 2022 - May 16, 2023
#2-54.37%
Nov 15, 2021 - Jun 30, 2025
-43.62%
Sep 18, 2008 - Jul 7, 2011
#3-49.16%
Jan 13, 2020 - May 20, 2020
-38.86%
Jan 25, 2000 - Aug 9, 2001
#4-41.95%
Dec 24, 2025 - Mar 31, 2026
-34.70%
Dec 20, 2019 - Aug 7, 2020
#5-27.54%
Jan 22, 2018 - Apr 4, 2019
-27.94%
Dec 27, 2006 - Sep 18, 2008
#6-23.56%
Aug 18, 2020 - Aug 30, 2021
-25.68%
Mar 10, 2021 - Oct 18, 2021
#7-20.24%
Jul 7, 2025 - Sep 5, 2025
-24.74%
Jan 26, 2004 - Nov 17, 2004
#8-19.64%
May 16, 2017 - Jan 8, 2018
-24.21%
Nov 29, 2017 - Dec 20, 2019
#9-18.13%
Jan 20, 2000 - Feb 7, 2000
-21.03%
Aug 10, 2020 - Oct 26, 2020
#10-17.61%
Dec 14, 1999 - Jan 14, 2000
-20.93%
Jul 9, 2002 - Jun 5, 2003
#11-13.99%
Jun 18, 2020 - Aug 4, 2020
-17.92%
Nov 1, 1999 - Jan 25, 2000
#12-13.85%
Dec 12, 2019 - Jan 13, 2020
-17.45%
Dec 4, 2015 - May 18, 2016
#13-13.33%
Jan 6, 2017 - Feb 23, 2017
-16.58%
Jul 21, 2011 - Oct 27, 2011
#14-12.66%
Apr 10, 2019 - Jul 10, 2019
-16.47%
Sep 24, 2012 - May 17, 2013
#15-11.98%
Sep 12, 2025 - Oct 9, 2025
-12.92%
Dec 30, 2014 - Jun 22, 2015

Correlation

Correlation between FORTY and LKFN is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.

0.91
-101

Dividend Comparison (2000 - 2026)

FORTY vs LKFN dividend yield comparison.

YearFORTYLKFN
202611.45%1.69%
20251.43%3.51%
20241.42%2.79%
20230.95%2.82%
20222.00%2.19%
20211.02%1.70%
20200.61%2.24%
20191.22%2.37%
20181.61%2.49%
20170.58%1.75%
20162.04%1.53%
20152.34%2.03%
20142.50%1.89%
20131.03%1.46%
20120.00%3.23%
20113.71%2.40%
20106.25%2.89%
200916.19%3.59%
20089.10%2.54%
20070.00%2.61%
20069.18%1.92%
200528.66%2.23%
20040.00%2.07%
20030.00%2.09%
20020.00%2.82%
20013.64%3.29%
20000.00%4.00%

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