FTAI vs LPLA

Comparison between FTAI Aviation Ltd - Class A (FTAI, Company) and LPL Financial Holdings Inc (LPLA, Company).

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

5-Year PerformanceFTAI has outperformed LPLA, delivering a return of +53.5% compared to +16.6%

FTAI vs LPLA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FTAI(COMPANY)	LPLA(COMPANY)
Market Cap	$23B	$23B
Max Drawdown	73.50%	70.50%
Sharpe Ratio	1.20	-0.68
5Y Beta	1.88	1.09
Industry	Aerospace & Defense	Capital Markets
P/E Ratio	43.16	24.58
Forward P/E	32.15	11.59
PEG Ratio	0.07	N/A
Dividend Yield	0.64%	0.42%
5Y Dividends CAGR	1.76%	3.71%
5Y EPS CAGR	N/A	13.86%
Debt to Equity	799.46%	126.32%
Free Cash Flow Yield	-2.05%	-4.65%

Market Cap

FTAI

$23B

Winner

LPLA

$23B

Max Drawdown

FTAI

73.50%

Winner

LPLA

70.50%

Sharpe Ratio

Winner

FTAI

1.20

LPLA

-0.68

5Y Beta

FTAI

1.88

Winner

LPLA

1.09

Industry

FTAI

Aerospace & Defense

LPLA

Capital Markets

P/E Ratio

FTAI

43.16

Winner

LPLA

24.58

Forward P/E

FTAI

32.15

Winner

LPLA

11.59

PEG Ratio

FTAI

0.07

LPLA

N/A

Dividend Yield

Winner

FTAI

0.64%

LPLA

0.42%

5Y Dividends CAGR

FTAI

1.76%

Winner

LPLA

3.71%

5Y EPS CAGR

FTAI

N/A

LPLA

13.86%

Debt to Equity

FTAI

799.46%

Winner

LPLA

126.32%

Free Cash Flow Yield

Winner

FTAI

-2.05%

LPLA

-4.65%

FTAI vs LPLA - Historical Returns

Returns include dividend reinvestment.

Period	FTAI	LPLA
1 month	-19.34%	+0.15%
3 months	-16.54%	-6.10%
6 months	+24.48%	-25.12%
1 year	+87.82%	-23.46%
5 years(CAGR)	+53.54%	+16.59%
10 years(CAGR)	+43.82%	+29.26%
Max(CAGR)	+34.74%	+17.10%

FTAI

-19.34%

Winner

LPLA

+0.15%

FTAI

-16.54%

Winner

LPLA

-6.10%

Winner

FTAI

+24.48%

LPLA

-25.12%

Winner

FTAI

+87.82%

LPLA

-23.46%

5Y(CAGR)

Winner

FTAI

+53.54%

LPLA

+16.59%

10Y(CAGR)

Winner

FTAI

+43.82%

LPLA

+29.26%

Max(CAGR)

Winner

FTAI

+34.74%

LPLA

+17.10%

FTAI vs LPLA - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	FTAI	LPLA
2026	+7.70%	-19.87%
2025	+37.60%	+9.26%
2024	+222.14%	+42.17%
2023	+170.36%	+5.39%
2022	-33.85%	+33.43%
2021	+33.29%	+55.94%
2020	+33.46%	+12.56%
2019	+46.84%	+51.80%
2018	-21.99%	+8.40%
2017	+58.18%	+64.14%
2016	+34.50%	-13.85%
2015	-29.21%	-2.51%
2014	N/A	-3.43%
2013	N/A	+65.69%
2012	N/A	-2.00%
2011	N/A	-12.66%
2010	N/A	+13.13%

FTAI vs LPLA Drawdown Comparison

The maximum drawdown for FTAI was -72.68%, occurring on Mar 18, 2020. Recovery took 190 trading sessions.

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

The current FTAI drawdown is -26.93%. The current LPLA drawdown is -27.26%.

Rank	FTAI	LPLA
#1	-72.68% Feb 19, 2020 - Nov 17, 2020	-69.32% Mar 20, 2014 - Sep 27, 2017
#2	-54.09% Jun 22, 2021 - Jun 30, 2023	-60.33% Jan 16, 2020 - Dec 3, 2020
#3	-52.61% Jun 23, 2015 - May 8, 2017	-33.78% May 2, 2011 - Mar 15, 2012
#4	-52.11% Nov 21, 2024 - Sep 16, 2025	-33.18% Jun 20, 2024 - Nov 6, 2024
#5	-31.14% Feb 26, 2026 - Apr 29, 2026	-33.12% Jul 30, 2025 - May 28, 2026
#6	-30.21% Jan 4, 2018 - Nov 26, 2019	-32.61% Nov 8, 2022 - Feb 26, 2024
#7	-18.01% Oct 30, 2025 - Dec 30, 2025	-30.11% Apr 3, 2012 - May 9, 2013
#8	-13.76% Mar 10, 2021 - Jun 10, 2021	-26.06% May 22, 2018 - Feb 1, 2019
#9	-13.72% Jul 26, 2024 - Aug 16, 2024	-26.02% Feb 19, 2025 - May 13, 2025
#10	-12.42% Sep 1, 2023 - Oct 31, 2023	-24.69% Feb 9, 2022 - Apr 8, 2022
#11	-11.94% Aug 30, 2024 - Sep 19, 2024	-23.36% Apr 19, 2022 - Aug 4, 2022
#12	-11.71% Jan 22, 2026 - Feb 24, 2026	-18.87% Jul 24, 2019 - Nov 7, 2019
#13	-11.38% Jul 2, 2024 - Jul 24, 2024	-18.45% Apr 30, 2021 - Sep 27, 2021
#14	-10.32% Sep 22, 2025 - Oct 24, 2025	-14.36% Mar 16, 2018 - May 8, 2018
#15	-9.22% Oct 14, 2024 - Nov 6, 2024	-12.71% Feb 19, 2019 - May 3, 2019

Correlation

Correlation between FTAI and LPLA is 0.77 which considered as a strong positive correlation - the stocks tend to move together.

0.77

-101

Dividend Comparison (2012 - 2026)

FTAI vs LPLA dividend yield comparison.

Year	FTAI	LPLA
2026	0.38%	0.21%
2025	0.64%	0.34%
2024	0.83%	0.37%
2023	2.59%	0.53%
2022	7.54%	0.46%
2021	4.56%	0.62%
2020	5.63%	0.96%
2019	6.76%	1.08%
2018	9.21%	1.64%
2017	6.62%	1.75%
2016	9.92%	2.84%
2015	4.26%	2.34%
2014	0.00%	2.15%
2013	0.00%	1.38%
2012	0.00%	7.95%