LPLA vs AWK
Comparison between LPL Financial Holdings Inc (LPLA, Company) and American Water Works Co. Inc (AWK, Company).
LPLA is from the Financial Services sector, while AWK is from the Utilities sector.
5-Year PerformanceLPLA has outperformed AWK, delivering a return of +19.0% compared to -2.3%
LPLA vs AWK - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
LPLA vs AWK - Historical Returns
Returns include dividend reinvestment.
LPLA vs AWK - Annual Returns (2008 - 2026)
Returns include dividend reinvestment.
| Year | LPLA | AWK |
|---|---|---|
| 2026 | -10.41% | +4.51% |
| 2025 | +9.26% | +7.97% |
| 2024 | +42.17% | -4.62% |
| 2023 | +5.39% | -12.64% |
| 2022 | +33.43% | -15.78% |
| 2021 | +55.94% | +27.49% |
| 2020 | +12.56% | +29.68% |
| 2019 | +51.80% | +40.88% |
| 2018 | +8.40% | +4.05% |
| 2017 | +64.14% | +29.22% |
| 2016 | -13.85% | +22.42% |
| 2015 | -2.51% | +13.49% |
| 2014 | -3.43% | +31.53% |
| 2013 | +65.69% | +13.46% |
| 2012 | -2.00% | +22.02% |
| 2011 | -12.66% | +28.76% |
| 2010 | +13.13% | +16.01% |
| 2009 | N/A | +10.66% |
| 2008 | N/A | +3.37% |
LPLA vs AWK Drawdown Comparison
The maximum drawdown for LPLA was -69.32%, occurring on Feb 12, 2016. Recovery took 888 trading sessions.
The maximum drawdown for AWK was -37.10%, occurring on Apr 16, 2024. This drawdown has not yet recovered.
The current LPLA drawdown is -18.67%. The current AWK drawdown is -21.55%.
| Rank | LPLA | AWK |
|---|---|---|
| #1 | -69.32% Mar 20, 2014 - Sep 27, 2017 | -37.10% Dec 31, 2021 - Apr 16, 2024 |
| #2 | -60.33% Jan 16, 2020 - Dec 3, 2020 | -31.16% Mar 6, 2020 - Jul 17, 2020 |
| #3 | -33.78% May 2, 2011 - Mar 15, 2012 | -27.17% Jun 25, 2008 - Nov 25, 2009 |
| #4 | -33.18% Jun 20, 2024 - Nov 6, 2024 | -19.93% Feb 5, 2021 - Jul 15, 2021 |
| #5 | -33.12% Jul 30, 2025 - May 28, 2026 | -17.12% Dec 11, 2017 - Oct 19, 2018 |
| #6 | -32.61% Nov 8, 2022 - Feb 26, 2024 | -16.45% Jul 5, 2016 - Sep 11, 2017 |
| #7 | -30.11% Apr 3, 2012 - May 9, 2013 | -15.89% May 10, 2011 - Sep 20, 2011 |
| #8 | -26.06% May 22, 2018 - Feb 1, 2019 | -14.21% Jan 29, 2015 - Oct 8, 2015 |
| #9 | -26.02% Feb 19, 2025 - May 13, 2025 | -12.58% Jan 11, 2010 - Aug 10, 2010 |
| #10 | -24.69% Feb 9, 2022 - Apr 8, 2022 | -11.75% Dec 7, 2018 - Feb 8, 2019 |
| #11 | -23.36% Apr 19, 2022 - Aug 4, 2022 | -11.24% Feb 14, 2020 - Mar 4, 2020 |
| #12 | -18.87% Jul 24, 2019 - Nov 7, 2019 | -10.99% Sep 8, 2021 - Dec 31, 2021 |
| #13 | -18.45% Apr 30, 2021 - Sep 27, 2021 | -10.96% Nov 16, 2020 - Feb 5, 2021 |
| #14 | -14.36% Mar 16, 2018 - May 8, 2018 | -10.52% Sep 3, 2019 - Jan 17, 2020 |
| #15 | -12.71% Feb 19, 2019 - May 3, 2019 | -9.43% Jul 23, 2013 - Nov 5, 2013 |
Correlation
Correlation between LPLA and AWK is 0.77 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2008 - 2026)
LPLA vs AWK dividend yield comparison.
| Year | LPLA | AWK |
|---|---|---|
| 2026 | 0.19% | 1.28% |
| 2025 | 0.34% | 2.49% |
| 2024 | 0.37% | 2.41% |
| 2023 | 0.53% | 2.10% |
| 2022 | 0.46% | 1.68% |
| 2021 | 0.62% | 1.25% |
| 2020 | 0.96% | 1.40% |
| 2019 | 1.08% | 1.59% |
| 2018 | 1.64% | 1.96% |
| 2017 | 1.75% | 1.77% |
| 2016 | 2.84% | 2.02% |
| 2015 | 2.34% | 2.23% |
| 2014 | 2.15% | 2.27% |
| 2013 | 1.38% | 1.99% |
| 2012 | 7.95% | 3.26% |
| 2011 | 0.00% | 2.82% |
| 2010 | 0.00% | 3.40% |
| 2009 | 0.00% | 3.66% |
| 2008 | 0.00% | 1.92% |
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