LPLA vs CMS
Comparison between LPL Financial Holdings Inc (LPLA, Company) and CMS Energy Corporation (CMS, Company).
LPLA is from the Financial Services sector, while CMS is from the Utilities sector.
5-Year PerformanceLPLA has outperformed CMS, delivering a return of +18.1% compared to +8.6%
LPLA vs CMS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
LPLA vs CMS - Historical Returns
Returns include dividend reinvestment.
LPLA vs CMS - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | LPLA | CMS |
|---|---|---|
| 2026 | -14.77% | +11.61% |
| 2025 | +9.26% | +8.32% |
| 2024 | +42.17% | +16.31% |
| 2023 | +5.39% | -5.83% |
| 2022 | +33.43% | +1.41% |
| 2021 | +55.94% | +12.27% |
| 2020 | +12.56% | +1.51% |
| 2019 | +51.80% | +33.60% |
| 2018 | +8.40% | +9.03% |
| 2017 | +64.14% | +17.27% |
| 2016 | -13.85% | +20.42% |
| 2015 | -2.51% | +6.14% |
| 2014 | -3.43% | +36.99% |
| 2013 | +65.69% | +11.95% |
| 2012 | -2.00% | +16.44% |
| 2011 | -12.66% | +22.83% |
| 2010 | +13.13% | +22.64% |
| 2009 | N/A | +56.01% |
| 2008 | N/A | -39.46% |
| 2007 | N/A | +4.61% |
| 2006 | N/A | +14.78% |
| 2005 | N/A | +39.65% |
| 2004 | N/A | +21.65% |
| 2003 | N/A | -12.26% |
| 2002 | N/A | -58.14% |
| 2001 | N/A | -16.42% |
| 2000 | N/A | +14.51% |
| 1999 | N/A | -16.13% |
LPLA vs CMS Drawdown Comparison
The maximum drawdown for LPLA was -69.32%, occurring on Feb 12, 2016. Recovery took 888 trading sessions.
The maximum drawdown for CMS was -88.62%, occurring on Mar 11, 2003. Recovery took 3314 trading sessions.
The current LPLA drawdown is -22.63%. The current CMS drawdown is -2.41%.
| Rank | LPLA | CMS |
|---|---|---|
| #1 | -69.32% Mar 20, 2014 - Sep 27, 2017 | -88.62% Nov 1, 1999 - Jan 4, 2013 |
| #2 | -60.33% Jan 16, 2020 - Dec 3, 2020 | -29.55% Feb 18, 2020 - Mar 3, 2022 |
| #3 | -33.78% May 2, 2011 - Mar 15, 2012 | -27.56% Apr 6, 2022 - Aug 26, 2024 |
| #4 | -33.18% Jun 20, 2024 - Nov 6, 2024 | -17.37% Nov 14, 2017 - Aug 15, 2018 |
| #5 | -33.12% Jul 30, 2025 - May 28, 2026 | -16.46% Jan 29, 2015 - Jan 27, 2016 |
| #6 | -32.61% Nov 8, 2022 - Feb 26, 2024 | -13.21% Jul 6, 2016 - Mar 22, 2017 |
| #7 | -30.11% Apr 3, 2012 - May 9, 2013 | -12.58% Apr 30, 2013 - Mar 17, 2014 |
| #8 | -26.06% May 22, 2018 - Feb 1, 2019 | -11.47% Apr 9, 2026 - Jun 3, 2026 |
| #9 | -26.02% Feb 19, 2025 - May 13, 2025 | -9.78% Dec 13, 2018 - Feb 21, 2019 |
| #10 | -24.69% Feb 9, 2022 - Apr 8, 2022 | -9.18% Oct 23, 2024 - Feb 21, 2025 |
| #11 | -23.36% Apr 19, 2022 - Aug 4, 2022 | -8.70% Jun 30, 2014 - Oct 14, 2014 |
| #12 | -18.87% Jul 24, 2019 - Nov 7, 2019 | -8.51% Apr 3, 2025 - Oct 15, 2025 |
| #13 | -18.45% Apr 30, 2021 - Sep 27, 2021 | -8.31% Nov 28, 2025 - Feb 13, 2026 |
| #14 | -14.36% Mar 16, 2018 - May 8, 2018 | -7.85% Sep 26, 2019 - Jan 15, 2020 |
| #15 | -12.71% Feb 19, 2019 - May 3, 2019 | -7.80% Apr 1, 2016 - Jun 3, 2016 |
Correlation
Correlation between LPLA and CMS is 0.87 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (1999 - 2026)
LPLA vs CMS dividend yield comparison.
| Year | LPLA | CMS |
|---|---|---|
| 2026 | 0.20% | 1.96% |
| 2025 | 0.34% | 3.10% |
| 2024 | 0.37% | 3.09% |
| 2023 | 0.53% | 3.36% |
| 2022 | 0.46% | 3.62% |
| 2021 | 0.62% | 2.67% |
| 2020 | 0.96% | 2.67% |
| 2019 | 1.08% | 2.43% |
| 2018 | 1.64% | 2.88% |
| 2017 | 1.75% | 2.81% |
| 2016 | 2.84% | 2.98% |
| 2015 | 2.34% | 3.22% |
| 2014 | 2.15% | 3.11% |
| 2013 | 1.38% | 3.81% |
| 2012 | 7.95% | 3.94% |
| 2011 | 0.00% | 3.80% |
| 2010 | 0.00% | 3.55% |
| 2009 | 0.00% | 3.19% |
| 2008 | 0.00% | 3.56% |
| 2007 | 0.00% | 1.15% |
| 2002 | 0.00% | 11.55% |
| 2001 | 0.00% | 6.08% |
| 2000 | 0.00% | 4.61% |
| 1999 | 0.00% | 1.17% |
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