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LPLA vs AEE

Comparison between LPL Financial Holdings Inc (LPLA, Company) and Ameren Corp (AEE, Company).

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

5-Year PerformanceLPLA has outperformed AEE, delivering a return of +21.4% compared to +7.2%

LPLA vs AEE - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
LPLA
$30B
Winner
AEE
$30B
Max Drawdown
LPLA
70.50%
Winner
AEE
64.90%
Sharpe Ratio
LPLA
0.12
Winner
AEE
0.55
5Y Beta
LPLA
1.09
Winner
AEE
0.12
Industry
LPLA
Capital Markets
AEE
Utilities - Regulated Electric
P/E Ratio
LPLA
30.75
Winner
AEE
19.02
Forward P/E
Winner
LPLA
13.83
AEE
20.37
PEG Ratio
Winner
LPLA
0.50
AEE
0.76
Dividend Yield
LPLA
0.33%
Winner
AEE
2.67%
5Y Dividends CAGR
Winner
LPLA
8.45%
AEE
6.86%
5Y EPS CAGR
Winner
LPLA
13.77%
AEE
9.23%
Debt to Equity
Winner
LPLA
129.59%
AEE
150.42%
Free Cash Flow Yield
Winner
LPLA
-3.10%
AEE
-4.65%
P/S Ratio
Winner
LPLA
1.52
AEE
3.59
P/B Ratio
LPLA
5.09
Winner
AEE
2.16

LPLA vs AEE - Historical Returns

Returns include dividend reinvestment.

1M
Winner
LPLA
+9.62%
AEE
-1.03%
3M
Winner
LPLA
+25.24%
AEE
+0.95%
6M
Winner
LPLA
+9.86%
AEE
+0.90%
1Y
LPLA
+2.63%
Winner
AEE
+10.33%
5Y(CAGR)
Winner
LPLA
+21.39%
AEE
+7.16%
10Y(CAGR)
Winner
LPLA
+30.20%
AEE
+11.19%
Max(CAGR)
Winner
LPLA
+18.50%
AEE
+8.80%

LPLA vs AEE - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearLPLAAEE
2026-0.38%+9.84%
2025+9.26%+15.51%
2024+42.17%+24.64%
2023+5.39%-15.67%
2022+33.43%+3.04%
2021+55.94%+20.06%
2020+12.56%+5.30%
2019+51.80%+24.05%
2018+8.40%+15.15%
2017+64.14%+16.14%
2016-13.85%+27.38%
2015-2.51%-2.07%
2014-3.43%+35.08%
2013+65.69%+20.95%
2012-2.00%-1.43%
2011-12.66%+23.66%
2010+13.13%+7.60%
2009N/A-12.66%
2008N/A-33.53%
2007N/A+5.41%
2006N/A+8.82%
2005N/A+9.20%
2004N/A+15.59%
2003N/A+15.44%
2002N/A+3.31%
2001N/A-0.52%
2000N/A+53.67%
1999N/A-11.92%

LPLA vs AEE Drawdown Comparison

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

The maximum drawdown for AEE was -60.56%, occurring on Mar 9, 2009. Recovery took 1550 trading sessions.

The current LPLA drawdown is -9.56%. The current AEE drawdown is -7.64%.

RankLPLAAEE
#1-69.32%
Mar 20, 2014 - Sep 27, 2017
-60.56%
Dec 24, 2007 - Feb 21, 2014
#2-60.33%
Jan 16, 2020 - Dec 3, 2020
-29.09%
Mar 4, 2020 - Apr 20, 2021
#3-33.78%
May 2, 2011 - Mar 15, 2012
-27.48%
Apr 20, 2022 - Nov 11, 2024
#4-33.18%
Jun 20, 2024 - Nov 6, 2024
-24.54%
Nov 2, 1999 - Apr 25, 2000
#5-33.12%
Jul 30, 2025 - May 28, 2026
-20.09%
Dec 29, 2014 - Feb 2, 2016
#6-32.61%
Nov 8, 2022 - Feb 26, 2024
-17.91%
Nov 14, 2017 - Aug 14, 2018
#7-30.11%
Apr 3, 2012 - May 9, 2013
-17.76%
May 23, 2002 - Aug 12, 2002
#8-26.06%
May 22, 2018 - Feb 1, 2019
-17.57%
Dec 26, 2000 - May 14, 2002
#9-26.02%
Feb 19, 2025 - May 13, 2025
-15.08%
Jan 6, 2003 - May 23, 2003
#10-24.69%
Feb 9, 2022 - Apr 8, 2022
-14.42%
Jan 30, 2004 - Sep 16, 2004
#11-23.36%
Apr 19, 2022 - Aug 4, 2022
-12.57%
Aug 12, 2002 - Jan 6, 2003
#12-18.87%
Jul 24, 2019 - Nov 7, 2019
-12.50%
Sep 16, 2005 - Oct 18, 2006
#13-18.45%
Apr 30, 2021 - Sep 27, 2021
-12.39%
May 16, 2007 - Oct 4, 2007
#14-14.36%
Mar 16, 2018 - May 8, 2018
-12.33%
Sep 12, 2000 - Nov 29, 2000
#15-12.71%
Feb 19, 2019 - May 3, 2019
-12.07%
Jul 6, 2016 - Jan 6, 2017

Correlation

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

0.89
-101

Dividend Comparison (1999 - 2026)

LPLA vs AEE dividend yield comparison.

YearLPLAAEE
20260.25%1.37%
20250.34%2.84%
20240.37%3.01%
20230.53%3.48%
20220.46%2.65%
20210.62%2.47%
20200.96%2.56%
20191.08%2.50%
20181.64%2.83%
20171.75%3.01%
20162.84%4.08%
20152.34%3.83%
20142.15%3.49%
20131.38%4.42%
20127.95%5.21%
20110.00%4.69%
20100.00%5.46%
20090.00%5.51%
20080.00%7.64%
20070.00%4.69%
20060.00%4.73%
20050.00%4.96%
20040.00%5.07%
20030.00%5.52%
20020.00%6.11%
20010.00%6.00%
20000.00%5.48%
19990.00%1.94%

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