FTS vs LPLA

Comparison between Fortis Inc (FTS, Company) and LPL Financial Holdings Inc (LPLA, Company).

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

5-Year PerformanceLPLA has outperformed FTS, delivering a return of +20.5% compared to +8.5%

FTS vs LPLA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FTS(COMPANY)	LPLA(COMPANY)
Market Cap	$29B	$29B
Max Drawdown	34.36%	70.50%
Sharpe Ratio	0.80	-0.02
5Y Beta	-0.05	1.09
Industry	Utilities - Regulated Electric	Capital Markets
P/E Ratio	19.99	29.38
Forward P/E	21.28	14.22
PEG Ratio	1.88	0.53
Dividend Yield	4.48%	0.34%
5Y Dividends CAGR	7.87%	3.71%
5Y EPS CAGR	3.80%	13.77%
Debt to Equity	142.25%	129.59%
Free Cash Flow Yield	-4.80%	-3.24%
P/S Ratio	2.33	1.48
P/B Ratio	1.71	4.91

Market Cap

FTS

$29B

Winner

LPLA

$29B

Max Drawdown

Winner

FTS

34.36%

LPLA

70.50%

Sharpe Ratio

Winner

FTS

0.80

LPLA

-0.02

5Y Beta

Winner

FTS

-0.05

LPLA

1.09

Industry

FTS

Utilities - Regulated Electric

LPLA

Capital Markets

P/E Ratio

Winner

FTS

19.99

LPLA

29.38

Forward P/E

FTS

21.28

Winner

LPLA

14.22

PEG Ratio

FTS

1.88

Winner

LPLA

0.53

Dividend Yield

Winner

FTS

4.48%

LPLA

0.34%

5Y Dividends CAGR

Winner

FTS

7.87%

LPLA

3.71%

5Y EPS CAGR

FTS

3.80%

Winner

LPLA

13.77%

Debt to Equity

FTS

142.25%

Winner

LPLA

129.59%

Free Cash Flow Yield

FTS

-4.80%

Winner

LPLA

-3.24%

P/S Ratio

FTS

2.33

Winner

LPLA

1.48

P/B Ratio

Winner

FTS

1.71

LPLA

4.91

FTS vs LPLA - Historical Returns

Returns include dividend reinvestment.

Period	FTS	LPLA
1 month	-1.72%	+17.82%
3 months	+0.48%	+10.68%
6 months	+5.28%	-6.59%
1 year	+14.72%	-4.85%
5 years(CAGR)	+8.48%	+20.48%
10 years(CAGR)	+9.66%	+31.07%
Max(CAGR)	+11.77%	+18.54%

FTS

-1.72%

Winner

LPLA

+17.82%

FTS

+0.48%

Winner

LPLA

+10.68%

Winner

FTS

+5.28%

LPLA

-6.59%

Winner

FTS

+14.72%

LPLA

-4.85%

5Y(CAGR)

FTS

+8.48%

Winner

LPLA

+20.48%

10Y(CAGR)

FTS

+9.66%

Winner

LPLA

+31.07%

Max(CAGR)

FTS

+11.77%

Winner

LPLA

+18.54%

FTS vs LPLA - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	FTS	LPLA
2026	+9.56%	-0.51%
2025	+30.22%	+9.26%
2024	+5.99%	+42.17%
2023	+6.17%	+5.39%
2022	-12.70%	+33.43%
2021	+22.76%	+55.94%
2020	+2.27%	+12.56%
2019	+30.07%	+51.80%
2018	-5.13%	+8.40%
2017	+25.09%	+64.14%
2016	+23.55%	-13.85%
2015	N/A	-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%

FTS vs LPLA Drawdown Comparison

The maximum drawdown for FTS was -34.36%, occurring on Mar 23, 2020. Recovery took 271 trading sessions.

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

The current FTS drawdown is -4.96%. The current LPLA drawdown is -9.68%.

Rank	FTS	LPLA
#1	-34.36% Feb 18, 2020 - Mar 16, 2021	-69.32% Mar 20, 2014 - Sep 27, 2017
#2	-29.96% Apr 6, 2022 - Mar 31, 2025	-60.33% Jan 16, 2020 - Dec 3, 2020
#3	-16.05% Nov 24, 2017 - Mar 12, 2019	-33.78% May 2, 2011 - Mar 15, 2012
#4	-14.04% Jul 6, 2016 - Apr 12, 2017	-33.18% Jun 20, 2024 - Nov 6, 2024
#5	-13.81% Feb 4, 2016 - Mar 7, 2016	-33.12% Jul 30, 2025 - May 28, 2026
#6	-7.75% Jan 13, 2016 - Jan 22, 2016	-32.61% Nov 8, 2022 - Feb 26, 2024
#7	-7.63% Sep 26, 2019 - Jan 15, 2020	-30.11% Apr 3, 2012 - May 9, 2013
#8	-6.63% May 7, 2025 - Aug 1, 2025	-26.06% May 22, 2018 - Feb 1, 2019
#9	-6.49% Dec 31, 2021 - Mar 17, 2022	-26.02% Feb 19, 2025 - May 13, 2025
#10	-6.21% Mar 16, 2026 - Jun 26, 2026	-24.69% Feb 9, 2022 - Apr 8, 2022
#11	-6.13% Apr 3, 2025 - Apr 14, 2025	-23.36% Apr 19, 2022 - Aug 4, 2022
#12	-5.83% Sep 8, 2017 - Nov 6, 2017	-18.87% Jul 24, 2019 - Nov 7, 2019
#13	-5.77% Aug 16, 2021 - Dec 14, 2021	-18.45% Apr 30, 2021 - Sep 27, 2021
#14	-5.39% Jun 15, 2021 - Aug 16, 2021	-14.36% Mar 16, 2018 - May 8, 2018
#15	-4.96% Jul 24, 2026 - Aug 6, 2026	-12.71% Feb 19, 2019 - May 3, 2019

Correlation

Correlation between FTS and LPLA is 0.89 which considered as a strong positive correlation - the stocks tend to move together.

0.89

-101

Dividend Comparison (2012 - 2026)

FTS vs LPLA dividend yield comparison.

Year	FTS	LPLA
2026	1.67%	0.17%
2025	3.42%	0.34%
2024	4.62%	0.37%
2023	4.50%	0.53%
2022	4.48%	0.46%
2021	3.40%	0.62%
2020	3.54%	0.96%
2019	3.31%	1.08%
2018	3.35%	1.64%
2017	4.43%	1.75%
2016	4.94%	2.84%
2015	0.00%	2.34%
2014	0.00%	2.15%
2013	0.00%	1.38%
2012	0.00%	7.95%