LPLA vs AXIA

Comparison between LPL Financial Holdings Inc (LPLA, Company) and Axia Energia (AXIA, Company).

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

5-Year PerformanceLPLA has outperformed AXIA, delivering a return of +18.1% compared to +13.2%

LPLA vs AXIA - Performance Comparison

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Key Characteristics

Financial metrics and valuation ratios

Metric	LPLA(COMPANY)	AXIA(COMPANY)
Market Cap	$23B	$23B
Max Drawdown	70.50%	94.99%
Sharpe Ratio	-0.51	1.78
5Y Beta	1.07	0.66
Industry	Capital Markets	Utilities - Renewable
P/E Ratio	24.92	13.32
Forward P/E	11.86	21.37
PEG Ratio	0.44	8.70
Dividend Yield	0.41%	5.06%
5Y Dividends CAGR	3.71%	26.04%
5Y EPS CAGR	13.86%	-0.22%
Debt to Equity	126.32%	61.22%
Free Cash Flow Yield	-4.59%	9.10%
P/S Ratio	1.31	0.55
P/B Ratio	4.12	1.00

Market Cap

Winner

LPLA

$23B

AXIA

$23B

Max Drawdown

Winner

LPLA

70.50%

AXIA

94.99%

Sharpe Ratio

LPLA

-0.51

Winner

AXIA

1.78

5Y Beta

LPLA

1.07

Winner

AXIA

0.66

Industry

LPLA

Capital Markets

AXIA

Utilities - Renewable

P/E Ratio

LPLA

24.92

Winner

AXIA

13.32

Forward P/E

Winner

LPLA

11.86

AXIA

21.37

PEG Ratio

Winner

LPLA

0.44

AXIA

8.70

Dividend Yield

LPLA

0.41%

Winner

AXIA

5.06%

5Y Dividends CAGR

LPLA

3.71%

Winner

AXIA

26.04%

5Y EPS CAGR

Winner

LPLA

13.86%

AXIA

-0.22%

Debt to Equity

LPLA

126.32%

Winner

AXIA

61.22%

Free Cash Flow Yield

LPLA

-4.59%

Winner

AXIA

9.10%

P/S Ratio

LPLA

1.31

Winner

AXIA

0.55

P/B Ratio

LPLA

4.12

Winner

AXIA

1.00

LPLA vs AXIA - Historical Returns

Returns include dividend reinvestment.

Period	LPLA	AXIA
1 month	+8.41%	+6.12%
3 months	+3.52%	-10.14%
6 months	-14.24%	+11.26%
1 year	-18.92%	+90.10%
5 years(CAGR)	+18.10%	+13.19%
10 years(CAGR)	+31.36%	+16.02%
Max(CAGR)	+17.48%	+4.50%

Winner

LPLA

+8.41%

AXIA

+6.12%

Winner

LPLA

+3.52%

AXIA

-10.14%

LPLA

-14.24%

Winner

AXIA

+11.26%

LPLA

-18.92%

Winner

AXIA

+90.10%

5Y(CAGR)

Winner

LPLA

+18.10%

AXIA

+13.19%

10Y(CAGR)

Winner

LPLA

+31.36%

AXIA

+16.02%

Max(CAGR)

Winner

LPLA

+17.48%

AXIA

+4.50%

LPLA vs AXIA - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

Year	LPLA	AXIA
2026	-14.77%	+11.62%
2025	+9.26%	+121.06%
2024	+42.17%	-30.23%
2023	+5.39%	+19.32%
2022	+33.43%	+40.97%
2021	+55.94%	-3.97%
2020	+12.56%	-22.76%
2019	+51.80%	+26.52%
2018	+8.40%	+8.92%
2017	+64.14%	-16.42%
2016	-13.85%	+427.71%
2015	-2.51%	-36.45%
2014	-3.43%	-6.74%
2013	+65.69%	-15.52%
2012	-2.00%	-65.62%
2011	-12.66%	-28.21%
2010	+13.13%	-35.58%
2009	N/A	+90.99%
2008	N/A	+3.91%

LPLA vs AXIA Drawdown Comparison

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

The maximum drawdown for AXIA was -93.61%, occurring on Jan 26, 2016. Recovery took 4037 trading sessions.

The current LPLA drawdown is -22.63%. The current AXIA drawdown is -23.12%.

Rank	LPLA	AXIA
#1	-69.32% Mar 20, 2014 - Sep 27, 2017	-93.61% Jan 8, 2010 - Jan 28, 2026
#2	-60.33% Jan 16, 2020 - Dec 3, 2020	-27.55% Apr 14, 2026 - Jun 8, 2026
#3	-33.78% May 2, 2011 - Mar 15, 2012	-17.39% Oct 14, 2009 - Nov 27, 2009
#4	-33.18% Jun 20, 2024 - Nov 6, 2024	-17.06% Feb 13, 2009 - Apr 2, 2009
#5	-33.12% Jul 30, 2025 - May 28, 2026	-15.57% Aug 6, 2009 - Oct 14, 2009
#6	-32.61% Nov 8, 2022 - Feb 26, 2024	-14.50% Feb 26, 2026 - Apr 9, 2026
#7	-30.11% Apr 3, 2012 - May 9, 2013	-12.44% Dec 16, 2008 - Feb 11, 2009
#8	-26.06% May 22, 2018 - Feb 1, 2019	-11.32% Dec 10, 2009 - Jan 8, 2010
#9	-26.02% Feb 19, 2025 - May 13, 2025	-10.99% Nov 26, 2008 - Dec 16, 2008
#10	-24.69% Feb 9, 2022 - Apr 8, 2022	-10.64% May 8, 2009 - Jun 1, 2009
#11	-23.36% Apr 19, 2022 - Aug 4, 2022	-8.84% Nov 19, 2008 - Nov 21, 2008
#12	-18.87% Jul 24, 2019 - Nov 7, 2019	-7.65% Nov 21, 2008 - Nov 26, 2008
#13	-18.45% Apr 30, 2021 - Sep 27, 2021	-6.60% Jun 11, 2009 - Jun 19, 2009
#14	-14.36% Mar 16, 2018 - May 8, 2018	-6.56% Apr 21, 2009 - Apr 29, 2009
#15	-12.71% Feb 19, 2019 - May 3, 2019	-6.14% Jun 1, 2009 - Jun 11, 2009

Correlation

Correlation between LPLA and AXIA is 0.62 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.62

-101

Dividend Comparison (2009 - 2026)

LPLA vs AXIA dividend yield comparison.

Year	LPLA	AXIA
2026	0.20%	0.00%
2025	0.34%	7.19%
2024	0.37%	3.85%
2023	0.53%	0.51%
2022	0.46%	1.89%
2021	0.62%	7.32%
2020	0.96%	4.38%
2019	1.08%	2.21%
2018	1.64%	0.00%
2017	1.75%	0.00%
2016	2.84%	0.00%
2015	2.34%	0.00%
2014	2.15%	6.46%
2013	1.38%	5.50%
2012	7.95%	16.84%
2011	0.00%	4.76%
2010	0.00%	4.24%
2009	0.00%	3.06%