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LKFN vs FORTY

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

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

5-Year PerformanceFORTY has outperformed LKFN, delivering a return of +8.1% compared to +4.0%

LKFN vs FORTY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
LKFN
$1.57B
Winner
FORTY
$1.58B
Max Drawdown
Winner
LKFN
49.19%
FORTY
95.97%
Sharpe Ratio
LKFN
-0.07
Winner
FORTY
0.16
5Y Beta
LKFN
0.70
Winner
FORTY
0.34
Industry
LKFN
Banks - Regional
FORTY
Information Technology Services
P/E Ratio
Winner
LKFN
14.55
FORTY
19.87
Forward P/E
LKFN
17.04
Winner
FORTY
9.23
PEG Ratio
Winner
LKFN
0.64
FORTY
0.81
Dividend Yield
Winner
LKFN
3.23%
FORTY
2.32%
5Y Dividends CAGR
LKFN
14.69%
Winner
FORTY
70.76%
5Y EPS CAGR
Winner
LKFN
4.01%
FORTY
-10.90%
Debt to Equity
Winner
LKFN
0.00%
FORTY
12.91%
Free Cash Flow Yield
LKFN
6.77%
Winner
FORTY
20.49%
P/S Ratio
LKFN
5.87
Winner
FORTY
0.60
P/B Ratio
LKFN
2.05
Winner
FORTY
1.19

LKFN vs FORTY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
LKFN
+2.88%
FORTY
-11.11%
3M
Winner
LKFN
+6.66%
FORTY
-1.56%
6M
Winner
LKFN
+9.08%
FORTY
-26.65%
1Y
Winner
LKFN
-1.11%
FORTY
-8.65%
5Y(CAGR)
LKFN
+4.02%
Winner
FORTY
+8.11%
10Y(CAGR)
LKFN
+10.04%
Winner
FORTY
+16.18%
Max(CAGR)
Winner
LKFN
+12.29%
FORTY
+9.60%

LKFN vs FORTY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearLKFNFORTY
2026+11.24%-26.65%
2025-12.44%+105.36%
2024+9.01%+39.05%
2023-7.13%-6.65%
2022-5.68%-40.77%
2021+51.91%+49.74%
2020+12.29%+25.85%
2019+23.17%+93.92%
2018-15.08%-15.35%
2017+4.62%+1.49%
2016+60.34%+54.79%
2015+11.37%+23.35%
2014+15.53%-12.96%
2013+48.63%+50.90%
2012+2.38%-0.90%
2011+16.96%-22.73%
2010+26.13%+68.67%
2009-22.51%+91.88%
2008+22.29%-46.94%
2007-16.86%-2.88%
2006+26.70%+19.68%
2005+3.56%-31.23%
2004+11.98%-0.06%
2003+53.66%+100.59%
2002+34.99%-51.77%
2001+46.52%-40.58%
2000-14.01%-32.43%
1999-12.78%+58.26%

LKFN vs FORTY Drawdown Comparison

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

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

The current LKFN drawdown is -16.96%. The current FORTY drawdown is -35.52%.

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

Correlation

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

0.91
-101

Dividend Comparison (2000 - 2026)

LKFN vs FORTY dividend yield comparison.

YearLKFNFORTY
20261.69%11.65%
20253.51%1.43%
20242.79%1.42%
20232.82%0.95%
20222.19%2.00%
20211.70%1.02%
20202.24%0.61%
20192.37%1.22%
20182.49%1.61%
20171.75%0.58%
20161.53%2.04%
20152.03%2.34%
20141.89%2.50%
20131.46%1.03%
20123.23%0.00%
20112.40%3.71%
20102.89%6.25%
20093.59%16.19%
20082.54%9.10%
20072.61%0.00%
20061.92%9.18%
20052.23%28.66%
20042.07%0.00%
20032.09%0.00%
20022.82%0.00%
20013.29%3.64%
20004.00%0.00%

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