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LPLA vs ATI

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

LPLA is from the Financial Services sector, while ATI is from the Industrials sector.

5-Year PerformanceATI has outperformed LPLA, delivering a return of +56.6% compared to +20.2%

LPLA vs ATI - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
LPLA
$26B
Winner
ATI
$26B
Max Drawdown
Winner
LPLA
70.50%
ATI
95.60%
Sharpe Ratio
LPLA
-0.30
Winner
ATI
1.76
5Y Beta
Winner
LPLA
1.06
ATI
1.55
Industry
LPLA
Capital Markets
ATI
Metal Fabrication
P/E Ratio
Winner
LPLA
27.97
ATI
62.13
Forward P/E
Winner
LPLA
13.05
ATI
36.90
PEG Ratio
Winner
LPLA
0.48
ATI
8.11
Dividend Yield
LPLA
0.36%
ATI
N/A
5Y Dividends CAGR
Winner
LPLA
3.71%
ATI
-7.03%
5Y EPS CAGR
LPLA
13.86%
Winner
ATI
19.48%
Debt to Equity
LPLA
126.32%
Winner
ATI
1.88%
Free Cash Flow Yield
LPLA
-4.09%
Winner
ATI
3.16%
P/S Ratio
Winner
LPLA
1.44
ATI
5.63
P/B Ratio
Winner
LPLA
4.52
ATI
14.16

LPLA vs ATI - Historical Returns

Returns include dividend reinvestment.

1M
Winner
LPLA
+11.57%
ATI
-7.49%
3M
LPLA
+1.50%
Winner
ATI
+13.53%
6M
LPLA
-10.44%
Winner
ATI
+51.09%
1Y
LPLA
-13.28%
Winner
ATI
+100.65%
5Y(CAGR)
LPLA
+20.19%
Winner
ATI
+56.59%
10Y(CAGR)
Winner
LPLA
+31.20%
ATI
+28.92%
Max(CAGR)
Winner
LPLA
+17.92%
ATI
+6.60%

LPLA vs ATI - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearLPLAATI
2026-9.13%+56.26%
2025+9.26%+108.54%
2024+42.17%+24.24%
2023+5.39%+53.82%
2022+33.43%+83.42%
2021+55.94%-0.31%
2020+12.56%-18.59%
2019+51.80%-7.56%
2018+8.40%-15.03%
2017+64.14%+48.10%
2016-13.85%+40.91%
2015-2.51%-66.38%
2014-3.43%+0.61%
2013+65.69%+15.59%
2012-2.00%-38.24%
2011-12.66%-15.82%
2010+13.13%+18.36%
2009N/A+69.45%
2008N/A-69.22%
2007N/A-1.77%
2006N/A+153.16%
2005N/A+78.35%
2004N/A+62.36%
2003N/A+122.13%
2002N/A-59.80%
2001N/A+15.27%
2000N/A-25.57%
1999N/A-55.56%

LPLA vs ATI Drawdown Comparison

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

The maximum drawdown for ATI was -94.73%, occurring on Mar 23, 2020. Recovery took 4661 trading sessions.

The current LPLA drawdown is -17.50%. The current ATI drawdown is -8.74%.

RankLPLAATI
#1-69.32%
Mar 20, 2014 - Sep 27, 2017
-94.73%
Apr 23, 2007 - Oct 29, 2025
#2-60.33%
Jan 16, 2020 - Dec 3, 2020
-94.32%
Nov 29, 1999 - Jan 11, 2006
#3-33.78%
May 2, 2011 - Mar 15, 2012
-33.86%
May 11, 2006 - Nov 29, 2006
#4-33.18%
Jun 20, 2024 - Nov 6, 2024
-18.58%
Mar 2, 2026 - May 26, 2026
#5-33.12%
Jul 30, 2025 - May 28, 2026
-13.96%
Feb 6, 2006 - Mar 2, 2006
#6-32.61%
Nov 8, 2022 - Feb 26, 2024
-12.40%
Dec 8, 2006 - Jan 24, 2007
#7-30.11%
Apr 3, 2012 - May 9, 2013
-12.40%
Feb 23, 2007 - Mar 21, 2007
#8-26.06%
May 22, 2018 - Feb 1, 2019
-10.21%
Jun 22, 2026 - Jul 7, 2026
#9-26.02%
Feb 19, 2025 - May 13, 2025
-9.15%
Apr 24, 2006 - May 5, 2006
#10-24.69%
Feb 9, 2022 - Apr 8, 2022
-7.96%
Oct 29, 2025 - Dec 10, 2025
#11-23.36%
Apr 19, 2022 - Aug 4, 2022
-6.80%
Mar 3, 2006 - Mar 14, 2006
#12-18.87%
Jul 24, 2019 - Nov 7, 2019
-6.60%
Feb 1, 2007 - Feb 21, 2007
#13-18.45%
Apr 30, 2021 - Sep 27, 2021
-4.92%
Apr 6, 2006 - Apr 17, 2006
#14-14.36%
Mar 16, 2018 - May 8, 2018
-4.06%
Jan 15, 2026 - Feb 3, 2026
#15-12.71%
Feb 19, 2019 - May 3, 2019
-3.24%
Mar 26, 2007 - Apr 2, 2007

Correlation

Correlation between LPLA and ATI is 0.63 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.63
-101

Dividend Comparison (2000 - 2026)

LPLA vs ATI dividend yield comparison.

YearLPLAATI
20260.18%0.00%
20250.34%0.00%
20240.37%0.00%
20230.53%0.00%
20220.46%0.00%
20210.62%0.00%
20200.96%0.00%
20191.08%0.00%
20181.64%0.00%
20171.75%0.00%
20162.84%1.51%
20152.34%5.51%
20142.15%2.07%
20131.38%2.02%
20127.95%2.37%
20110.00%1.51%
20100.00%1.30%
20090.00%1.61%
20080.00%2.82%
20070.00%0.66%
20060.00%0.47%
20050.00%0.78%
20040.00%1.11%
20030.00%1.82%
20020.00%10.59%
20010.00%4.78%
20000.00%5.04%

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