LKFN vs WBI

Comparison between Lakeland Financial Corp (LKFN, Company) and WaterBridge Infrastructure LLC. - Class A (WBI, Company).

LKFN is from the Financial Services sector, while WBI is from the Energy sector.

LKFN vs WBI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LKFN(COMPANY)	WBI(COMPANY)
Market Cap	$1.55B	$1.55B
Max Drawdown	49.19%	30.70%
Sharpe Ratio	0.05	0.94
5Y Beta	0.69	0.42
Industry	Banks - Regional	Oil & Gas Equipment & Services
P/E Ratio	14.06	-303.24
Forward P/E	20.08	N/A
PEG Ratio	0.72	N/A
Dividend Yield	3.29%	0.32%
5Y Dividends CAGR	14.17%	N/A
5Y EPS CAGR	3.38%	N/A
Debt to Equity	0.00%	212.72%
Free Cash Flow Yield	7.22%	16.80%
P/S Ratio	5.68	2.34
P/B Ratio	1.96	1.99

Market Cap

LKFN

$1.55B

Winner

WBI

$1.55B

Max Drawdown

LKFN

49.19%

Winner

WBI

30.70%

Sharpe Ratio

LKFN

0.05

Winner

WBI

0.94

5Y Beta

LKFN

0.69

Winner

WBI

0.42

Industry

LKFN

Banks - Regional

WBI

Oil & Gas Equipment & Services

P/E Ratio

LKFN

14.06

Winner

WBI

-303.24

Forward P/E

LKFN

20.08

WBI

N/A

PEG Ratio

LKFN

0.72

WBI

N/A

Dividend Yield

Winner

LKFN

3.29%

WBI

0.32%

5Y Dividends CAGR

LKFN

14.17%

WBI

N/A

5Y EPS CAGR

LKFN

3.38%

WBI

N/A

Debt to Equity

Winner

LKFN

0.00%

WBI

212.72%

Free Cash Flow Yield

LKFN

7.22%

Winner

WBI

16.80%

P/S Ratio

LKFN

5.68

Winner

WBI

2.34

P/B Ratio

Winner

LKFN

1.96

WBI

1.99

LKFN vs WBI - Historical Returns

Returns include dividend reinvestment.

Period	LKFN	WBI
1 month	+4.06%	-11.57%
3 months	+8.34%	+6.65%
6 months	+3.52%	+27.03%
1 year	+2.83%	+39.49%
5 years(CAGR)	+0.10%	N/A
10 years(CAGR)	+8.62%	N/A
Max(CAGR)	+12.32%	+44.38%

Winner

LKFN

+4.06%

WBI

-11.57%

Winner

LKFN

+8.34%

WBI

+6.65%

LKFN

+3.52%

Winner

WBI

+27.03%

LKFN

+2.83%

Winner

WBI

+39.49%

5Y(CAGR)

LKFN

+0.10%

WBI

N/A

10Y(CAGR)

LKFN

+8.62%

WBI

N/A

Max(CAGR)

LKFN

+12.32%

Winner

WBI

+44.38%

LKFN vs WBI - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	LKFN	WBI
2026	+13.59%	+61.49%
2025	-12.44%	-12.35%
2024	+9.01%	N/A
2023	-7.13%	N/A
2022	-5.68%	N/A
2021	+51.91%	N/A
2020	+12.29%	N/A
2019	+23.17%	N/A
2018	-15.08%	N/A
2017	+4.62%	N/A
2016	+60.34%	N/A
2015	+11.37%	N/A
2014	+15.53%	N/A
2013	+48.63%	N/A
2012	+2.38%	N/A
2011	+16.96%	N/A
2010	+26.13%	N/A
2009	-22.51%	N/A
2008	+22.29%	N/A
2007	-16.86%	N/A
2006	+26.70%	N/A
2005	+3.56%	N/A
2004	+11.98%	N/A
2003	+53.66%	N/A
2002	+34.99%	N/A
2001	+46.52%	N/A
2000	-14.01%	N/A
1999	-12.78%	N/A

LKFN vs WBI 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 WBI was -30.70%, occurring on Jan 7, 2026. Recovery took 115 trading sessions.

The current LKFN drawdown is -15.21%. The current WBI drawdown is -12.37%.

Rank	LKFN	WBI
#1	-47.35% Jan 14, 2022 - May 16, 2023	-30.70% Oct 7, 2025 - Mar 24, 2026
#2	-43.62% Sep 18, 2008 - Jul 7, 2011	-14.70% Jun 18, 2026 - Jun 29, 2026
#3	-38.86% Jan 25, 2000 - Aug 9, 2001	-13.70% Jul 22, 2026 - Aug 13, 2026
#4	-34.70% Dec 20, 2019 - Aug 7, 2020	-12.03% Mar 27, 2026 - Apr 24, 2026
#5	-27.94% Dec 27, 2006 - Sep 18, 2008	-10.62% May 5, 2026 - May 15, 2026
#6	-25.68% Mar 10, 2021 - Oct 18, 2021	-8.70% Jun 30, 2026 - Jul 9, 2026
#7	-24.74% Jan 26, 2004 - Nov 17, 2004	-7.06% May 22, 2026 - Jun 12, 2026
#8	-24.21% Nov 29, 2017 - Dec 20, 2019	-5.33% Jun 12, 2026 - Jun 18, 2026
#9	-21.03% Aug 10, 2020 - Oct 26, 2020	-3.76% Jul 14, 2026 - Jul 22, 2026
#10	-20.93% Jul 9, 2002 - Jun 5, 2003	-2.40% Jul 9, 2026 - Jul 13, 2026
#11	-17.92% Nov 1, 1999 - Jan 25, 2000	-2.30% Sep 19, 2025 - Sep 25, 2025
#12	-17.45% Dec 4, 2015 - May 18, 2016	-1.92% Mar 24, 2026 - Mar 27, 2026
#13	-16.58% Jul 21, 2011 - Oct 27, 2011	-1.90% May 18, 2026 - May 22, 2026
#14	-16.47% Sep 24, 2012 - May 17, 2013	-1.36% Apr 30, 2026 - May 5, 2026
#15	-12.92% Dec 30, 2014 - Jun 22, 2015	-1.01% Sep 17, 2025 - Sep 19, 2025

Correlation

Correlation between LKFN and WBI is 0.75 which considered as a strong positive correlation - the stocks tend to move together.

0.75

-101

Dividend Comparison (2000 - 2026)

LKFN vs WBI dividend yield comparison.

Year	LKFN	WBI
2026	2.50%	0.32%
2025	3.51%	0.00%
2024	2.79%	0.00%
2023	2.82%	0.00%
2022	2.19%	0.00%
2021	1.70%	0.00%
2020	2.24%	0.00%
2019	2.37%	0.00%
2018	2.49%	0.00%
2017	1.75%	0.00%
2016	1.53%	0.00%
2015	2.03%	0.00%
2014	1.89%	0.00%
2013	1.46%	0.00%
2012	3.23%	0.00%
2011	2.40%	0.00%
2010	2.89%	0.00%
2009	3.59%	0.00%
2008	2.54%	0.00%
2007	2.61%	0.00%
2006	1.92%	0.00%
2005	2.23%	0.00%
2004	2.07%	0.00%
2003	2.09%	0.00%
2002	2.82%	0.00%
2001	3.29%	0.00%
2000	4.00%	0.00%