LPLA vs CPNG

Comparison between LPL Financial Holdings Inc (LPLA, Company) and Coupang Inc - Class A (CPNG, Company).

LPLA is from the Financial Services sector, while CPNG is from the Consumer Cyclical sector.

5-Year PerformanceLPLA has outperformed CPNG, delivering a return of +20.5% compared to -15.9%

LPLA vs CPNG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LPLA(COMPANY)	CPNG(COMPANY)
Market Cap	$29B	$29B
Max Drawdown	70.50%	81.47%
Sharpe Ratio	-0.02	-1.14
5Y Beta	1.09	1.02
Industry	Capital Markets	Internet Retail
P/E Ratio	29.38	-40.70
Forward P/E	14.22	35.34
PEG Ratio	0.53	0.45
Dividend Yield	0.34%	N/A
5Y Dividends CAGR	3.71%	N/A
5Y EPS CAGR	13.77%	N/A
Debt to Equity	129.59%	87.14%
Free Cash Flow Yield	-3.24%	0.34%
P/S Ratio	1.48	0.82
P/B Ratio	4.91	7.47

Market Cap

LPLA

$29B

Winner

CPNG

$29B

Max Drawdown

Winner

LPLA

70.50%

CPNG

81.47%

Sharpe Ratio

Winner

LPLA

-0.02

CPNG

-1.14

5Y Beta

LPLA

1.09

Winner

CPNG

1.02

Industry

LPLA

Capital Markets

CPNG

Internet Retail

P/E Ratio

LPLA

29.38

Winner

CPNG

-40.70

Forward P/E

Winner

LPLA

14.22

CPNG

35.34

PEG Ratio

LPLA

0.53

Winner

CPNG

0.45

Dividend Yield

LPLA

0.34%

CPNG

N/A

5Y Dividends CAGR

LPLA

3.71%

CPNG

N/A

5Y EPS CAGR

LPLA

13.77%

CPNG

N/A

Debt to Equity

LPLA

129.59%

Winner

CPNG

87.14%

Free Cash Flow Yield

LPLA

-3.24%

Winner

CPNG

0.34%

P/S Ratio

LPLA

1.48

Winner

CPNG

0.82

P/B Ratio

Winner

LPLA

4.91

CPNG

7.47

LPLA vs CPNG - Historical Returns

Returns include dividend reinvestment.

Period	LPLA	CPNG
1 month	+17.82%	-14.62%
3 months	+10.68%	-8.61%
6 months	-6.59%	-7.73%
1 year	-4.85%	-41.79%
5 years(CAGR)	+20.48%	-15.87%
10 years(CAGR)	+31.07%	N/A
Max(CAGR)	+18.54%	-18.46%

Winner

LPLA

+17.82%

CPNG

-14.62%

Winner

LPLA

+10.68%

CPNG

-8.61%

Winner

LPLA

-6.59%

CPNG

-7.73%

Winner

LPLA

-4.85%

CPNG

-41.79%

5Y(CAGR)

Winner

LPLA

+20.48%

CPNG

-15.87%

10Y(CAGR)

LPLA

+31.07%

CPNG

N/A

Max(CAGR)

Winner

LPLA

+18.54%

CPNG

-18.46%

LPLA vs CPNG - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	LPLA	CPNG
2026	-0.51%	-30.04%
2025	+9.26%	+5.83%
2024	+42.17%	+39.73%
2023	+5.39%	+8.51%
2022	+33.43%	-48.78%
2021	+55.94%	-40.35%
2020	+12.56%	N/A
2019	+51.80%	N/A
2018	+8.40%	N/A
2017	+64.14%	N/A
2016	-13.85%	N/A
2015	-2.51%	N/A
2014	-3.43%	N/A
2013	+65.69%	N/A
2012	-2.00%	N/A
2011	-12.66%	N/A
2010	+13.13%	N/A

LPLA vs CPNG Drawdown Comparison

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

The maximum drawdown for CPNG was -81.47%, occurring on May 9, 2022. This drawdown has not yet recovered.

The current LPLA drawdown is -9.68%. The current CPNG drawdown is -67.59%.

Rank	LPLA	CPNG
#1	-69.32% Mar 20, 2014 - Sep 27, 2017	-81.47% Mar 15, 2021 - May 9, 2022
#2	-60.33% Jan 16, 2020 - Dec 3, 2020	-1.58% Mar 11, 2021 - Mar 15, 2021
#3	-33.78% May 2, 2011 - Mar 15, 2012	N/A
#4	-33.18% Jun 20, 2024 - Nov 6, 2024	N/A
#5	-33.12% Jul 30, 2025 - May 28, 2026	N/A
#6	-32.61% Nov 8, 2022 - Feb 26, 2024	N/A
#7	-30.11% Apr 3, 2012 - May 9, 2013	N/A
#8	-26.06% May 22, 2018 - Feb 1, 2019	N/A
#9	-26.02% Feb 19, 2025 - May 13, 2025	N/A
#10	-24.69% Feb 9, 2022 - Apr 8, 2022	N/A
#11	-23.36% Apr 19, 2022 - Aug 4, 2022	N/A
#12	-18.87% Jul 24, 2019 - Nov 7, 2019	N/A
#13	-18.45% Apr 30, 2021 - Sep 27, 2021	N/A
#14	-14.36% Mar 16, 2018 - May 8, 2018	N/A
#15	-12.71% Feb 19, 2019 - May 3, 2019	N/A