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LPLA vs CBOE

Comparison between LPL Financial Holdings Inc (LPLA, Company) and Cboe Global Markets Inc (CBOE, Company).

Both LPLA and CBOE are from the Financial Services sector.

5-Year PerformanceLPLA has outperformed CBOE, delivering a return of +21.4% compared to +18.7%

LPLA vs CBOE - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
LPLA
$30B
Winner
CBOE
$30B
Max Drawdown
LPLA
70.50%
Winner
CBOE
44.70%
Sharpe Ratio
LPLA
0.12
Winner
CBOE
0.49
5Y Beta
LPLA
1.09
Winner
CBOE
-0.23
Industry
LPLA
Capital Markets
CBOE
Financial Data & Stock Exchanges
P/E Ratio
LPLA
30.75
Winner
CBOE
22.50
Forward P/E
Winner
LPLA
13.83
CBOE
23.09
PEG Ratio
LPLA
0.50
Winner
CBOE
0.45
Dividend Yield
LPLA
0.33%
Winner
CBOE
0.98%
5Y Dividends CAGR
LPLA
8.45%
Winner
CBOE
15.88%
5Y EPS CAGR
LPLA
13.77%
Winner
CBOE
25.82%
Debt to Equity
LPLA
129.59%
Winner
CBOE
25.66%
Free Cash Flow Yield
LPLA
-3.10%
Winner
CBOE
6.21%
P/S Ratio
Winner
LPLA
1.52
CBOE
6.11
P/B Ratio
Winner
LPLA
5.09
CBOE
5.50

LPLA vs CBOE - Historical Returns

Returns include dividend reinvestment.

1M
Winner
LPLA
+9.62%
CBOE
+0.91%
3M
Winner
LPLA
+25.24%
CBOE
-22.49%
6M
Winner
LPLA
+9.86%
CBOE
-1.45%
1Y
LPLA
+2.63%
Winner
CBOE
+15.26%
5Y(CAGR)
Winner
LPLA
+21.39%
CBOE
+18.65%
10Y(CAGR)
Winner
LPLA
+30.20%
CBOE
+16.73%
Max(CAGR)
Winner
LPLA
+18.50%
CBOE
+16.13%

LPLA vs CBOE - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

YearLPLACBOE
2026-0.38%+13.67%
2025+9.26%+29.26%
2024+42.17%+10.97%
2023+5.39%+43.39%
2022+33.43%-0.69%
2021+55.94%+43.01%
2020+12.56%-20.85%
2019+51.80%+26.67%
2018+8.40%-19.41%
2017+64.14%+72.52%
2016-13.85%+17.16%
2015-2.51%+3.86%
2014-3.43%+26.20%
2013+65.69%+76.75%
2012-2.00%+18.60%
2011-12.66%+10.73%
2010+13.13%-29.02%

LPLA vs CBOE Drawdown Comparison

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

The maximum drawdown for CBOE was -43.22%, occurring on Mar 18, 2020. Recovery took 945 trading sessions.

The current LPLA drawdown is -9.56%. The current CBOE drawdown is -23.27%.

RankLPLACBOE
#1-69.32%
Mar 20, 2014 - Sep 27, 2017
-43.22%
Jan 25, 2018 - Oct 26, 2021
#2-60.33%
Jan 16, 2020 - Dec 3, 2020
-39.39%
Jun 23, 2010 - Jan 4, 2013
#3-33.78%
May 2, 2011 - Mar 15, 2012
-36.73%
May 13, 2026 - Jun 29, 2026
#4-33.18%
Jun 20, 2024 - Nov 6, 2024
-21.78%
Nov 2, 2021 - Mar 29, 2023
#5-33.12%
Jul 30, 2025 - May 28, 2026
-19.93%
Mar 17, 2014 - Oct 29, 2014
#6-32.61%
Nov 8, 2022 - Feb 26, 2024
-17.11%
Jan 7, 2015 - Sep 30, 2015
#7-30.11%
Apr 3, 2012 - May 9, 2013
-17.03%
Nov 27, 2015 - Dec 2, 2016
#8-26.06%
May 22, 2018 - Feb 1, 2019
-14.48%
Feb 23, 2024 - Aug 5, 2024
#9-26.02%
Feb 19, 2025 - May 13, 2025
-12.14%
Nov 27, 2024 - Mar 10, 2025
#10-24.69%
Feb 9, 2022 - Apr 8, 2022
-11.11%
Aug 2, 2013 - Oct 23, 2013
#11-23.36%
Apr 19, 2022 - Aug 4, 2022
-10.32%
Mar 3, 2026 - Apr 15, 2026
#12-18.87%
Jul 24, 2019 - Nov 7, 2019
-9.95%
Nov 22, 2013 - Feb 10, 2014
#13-18.45%
Apr 30, 2021 - Sep 27, 2021
-9.05%
Mar 31, 2025 - May 2, 2025
#14-14.36%
Mar 16, 2018 - May 8, 2018
-8.84%
May 7, 2025 - Jul 7, 2025
#15-12.71%
Feb 19, 2019 - May 3, 2019
-8.43%
Oct 24, 2024 - Nov 26, 2024

Correlation

Correlation between LPLA and CBOE is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92
-101

Dividend Comparison (2010 - 2026)

LPLA vs CBOE dividend yield comparison.

YearLPLACBOE
20260.25%0.51%
20250.34%1.08%
20240.37%1.21%
20230.53%1.18%
20220.46%1.56%
20210.62%1.38%
20200.96%1.68%
20191.08%1.12%
20181.64%1.19%
20171.75%0.83%
20162.84%1.30%
20152.34%1.36%
20142.15%1.23%
20131.38%2.23%
20127.95%4.38%
20110.00%1.70%
20100.00%0.87%

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