LEN-B vs LPLA

Comparison between Lennar Corp - Class B (LEN-B, Company) and LPL Financial Holdings Inc (LPLA, Company).

LEN-B is from the Consumer Cyclical sector, while LPLA is from the Financial Services sector.

5-Year PerformanceLPLA has outperformed LEN-B, delivering a return of +13.6% compared to +5.2%

LEN-B vs LPLA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LEN-B(COMPANY)	LPLA(COMPANY)
Market Cap	$22B	$22B
Max Drawdown	96.13%	70.50%
Sharpe Ratio	-0.20	-0.80
5Y Beta	0.71	1.11
Industry	Residential Construction	Capital Markets
P/E Ratio	12.00	23.07
Forward P/E	14.29	11.35
Dividend Yield	2.29%	0.42%
5Y Dividends CAGR	24.62%	3.71%
5Y EPS CAGR	11.58%	13.86%
Debt to Equity	0.00%	126.32%
Free Cash Flow Yield	-0.42%	-4.95%

Market Cap

LEN-B

$22B

Winner

LPLA

$22B

Max Drawdown

LEN-B

96.13%

Winner

LPLA

70.50%

Sharpe Ratio

Winner

LEN-B

-0.20

LPLA

-0.80

5Y Beta

Winner

LEN-B

0.71

LPLA

1.11

Industry

LEN-B

Residential Construction

LPLA

Capital Markets

P/E Ratio

Winner

LEN-B

12.00

LPLA

23.07

Forward P/E

LEN-B

14.29

Winner

LPLA

11.35

Dividend Yield

Winner

LEN-B

2.29%

LPLA

0.42%

5Y Dividends CAGR

Winner

LEN-B

24.62%

LPLA

3.71%

5Y EPS CAGR

LEN-B

11.58%

Winner

LPLA

13.86%

Debt to Equity

Winner

LEN-B

0.00%

LPLA

126.32%

Free Cash Flow Yield

Winner

LEN-B

-0.42%

LPLA

-4.95%

LEN-B vs LPLA - Historical Returns

Returns include dividend reinvestment.

Period	LEN-B	LPLA
1 month	-2.65%	-17.75%
3 months	-16.56%	-9.45%
6 months	-27.56%	-23.10%
1 year	-12.92%	-28.70%
5 years(CAGR)	+5.24%	+13.55%
10 years(CAGR)	+11.33%	+26.76%
Max(CAGR)	+6.92%	+16.67%

Winner

LEN-B

-2.65%

LPLA

-17.75%

LEN-B

-16.56%

Winner

LPLA

-9.45%

LEN-B

-27.56%

Winner

LPLA

-23.10%

Winner

LEN-B

-12.92%

LPLA

-28.70%

5Y(CAGR)

LEN-B

+5.24%

Winner

LPLA

+13.55%

10Y(CAGR)

LEN-B

+11.33%

Winner

LPLA

+26.76%

Max(CAGR)

LEN-B

+6.92%

Winner

LPLA

+16.67%

LEN-B vs LPLA - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

Year	LEN-B	LPLA
2026	-6.41%	-24.78%
2025	-21.91%	+9.26%
2024	+0.82%	+42.17%
2023	+78.81%	+5.39%
2022	-17.09%	+33.43%
2021	+62.12%	+55.94%
2020	+38.91%	+12.56%
2019	+39.88%	+51.80%
2018	-40.23%	+8.40%
2017	+53.01%	+64.14%
2016	-8.32%	-13.85%
2015	+12.91%	-2.51%
2014	+8.13%	-3.43%
2013	+7.37%	+65.69%
2012	+95.20%	-2.00%
2011	-0.00%	-12.66%
2010	+58.29%	+13.13%
2009	+45.65%	N/A
2008	-56.93%	N/A
2007	-64.22%	N/A
2006	-14.42%	N/A
2005	+11.13%	N/A
2004	+17.92%	N/A
2003	+67.97%	N/A

LEN-B vs LPLA Drawdown Comparison

The maximum drawdown for LEN-B was -95.77%, occurring on Nov 21, 2008. Recovery took 3130 trading sessions.

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

The current LEN-B drawdown is -45.59%. The current LPLA drawdown is -31.71%.

Rank	LEN-B	LPLA
#1	-95.77% Jul 28, 2005 - Jan 3, 2018	-69.32% Mar 20, 2014 - Sep 27, 2017
#2	-62.06% Jan 22, 2018 - Aug 10, 2020	-60.33% Jan 16, 2020 - Dec 3, 2020
#3	-50.65% Sep 19, 2024 - May 15, 2026	-33.78% May 2, 2011 - Mar 15, 2012
#4	-43.16% Dec 31, 2021 - Apr 18, 2023	-33.18% Jun 20, 2024 - Nov 6, 2024
#5	-28.60% Mar 15, 2004 - Jan 14, 2005	-32.61% Nov 8, 2022 - Feb 26, 2024
#6	-21.30% Jul 14, 2023 - Dec 5, 2023	-31.71% Jul 30, 2025 - May 27, 2026
#7	-20.40% Jun 16, 2003 - Oct 1, 2003	-30.11% Apr 3, 2012 - May 9, 2013
#8	-17.96% Feb 25, 2005 - Jun 16, 2005	-26.06% May 22, 2018 - Feb 1, 2019
#9	-17.27% Oct 15, 2020 - Jan 25, 2021	-26.02% Feb 19, 2025 - May 13, 2025
#10	-15.78% Feb 8, 2021 - Mar 17, 2021	-24.69% Feb 9, 2022 - Apr 8, 2022
#11	-15.74% May 15, 2024 - Jul 16, 2024	-23.36% Apr 19, 2022 - Aug 4, 2022
#12	-14.89% Aug 11, 2021 - Nov 17, 2021	-18.87% Jul 24, 2019 - Nov 7, 2019
#13	-14.53% Dec 1, 2003 - Mar 1, 2004	-18.45% Apr 30, 2021 - Sep 27, 2021
#14	-14.06% Apr 9, 2021 - Jul 29, 2021	-14.36% Mar 16, 2018 - May 8, 2018
#15	-11.10% Mar 28, 2024 - May 15, 2024	-12.71% Feb 19, 2019 - May 3, 2019

Correlation

Correlation between LEN-B and LPLA is 0.90 which considered as a strong positive correlation - the stocks tend to move together.

0.90

-101

Dividend Comparison (2003 - 2026)

LEN-B vs LPLA dividend yield comparison.

Year	LEN-B	LPLA
2026	1.13%	0.22%
2025	2.10%	0.34%
2024	1.51%	0.37%
2023	1.12%	0.53%
2022	2.01%	0.46%
2021	1.05%	0.62%
2020	1.02%	0.96%
2019	0.36%	1.08%
2018	0.51%	1.64%
2017	0.30%	1.75%
2016	0.46%	2.84%
2015	0.40%	2.34%
2014	0.44%	2.15%
2013	0.47%	1.38%
2012	0.52%	7.95%
2011	1.03%	0.00%
2010	1.03%	0.00%
2009	1.63%	0.00%
2008	10.49%	0.00%
2007	3.86%	0.00%
2006	1.30%	0.00%
2005	0.74%	0.00%
2004	0.98%	0.00%
2003	0.30%	0.00%