LPLA vs CUK
Comparison between LPL Financial Holdings Inc (LPLA, Company) and Carnival PLC (CUK, Company).
LPLA is from the Financial Services sector, while CUK is from the Consumer Cyclical sector.
5-Year PerformanceLPLA has outperformed CUK, delivering a return of +14.8% compared to +3.6%
LPLA vs CUK - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
LPLA vs CUK - Historical Returns
Returns include dividend reinvestment.
LPLA vs CUK - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | LPLA | CUK |
|---|---|---|
| 2026 | -15.99% | -10.04% |
| 2025 | +9.26% | +34.68% |
| 2024 | +42.17% | +42.74% |
| 2023 | +5.39% | +137.80% |
| 2022 | +33.43% | -63.28% |
| 2021 | +55.94% | +4.88% |
| 2020 | +12.56% | -60.92% |
| 2019 | +51.80% | +2.10% |
| 2018 | +8.40% | -24.95% |
| 2017 | +64.14% | +32.75% |
| 2016 | -13.85% | -6.96% |
| 2015 | -2.51% | +28.55% |
| 2014 | -3.43% | +13.27% |
| 2013 | +65.69% | +8.24% |
| 2012 | -2.00% | +20.26% |
| 2011 | -12.66% | -27.95% |
| 2010 | +13.13% | +36.99% |
| 2009 | N/A | +43.05% |
| 2008 | N/A | -44.48% |
| 2007 | N/A | -13.42% |
| 2006 | N/A | -11.34% |
| 2005 | N/A | -5.33% |
| 2004 | N/A | +53.47% |
| 2003 | N/A | +74.30% |
| 2002 | N/A | +21.44% |
| 2001 | N/A | +40.94% |
| 2000 | N/A | -8.00% |
LPLA vs CUK Drawdown Comparison
The maximum drawdown for LPLA was -69.32%, occurring on Feb 12, 2016. Recovery took 888 trading sessions.
The maximum drawdown for CUK was -91.43%, occurring on Oct 10, 2022. This drawdown has not yet recovered.
The current LPLA drawdown is -23.73%. The current CUK drawdown is -58.06%.
| Rank | LPLA | CUK |
|---|---|---|
| #1 | -69.32% Mar 20, 2014 - Sep 27, 2017 | -91.43% Jan 29, 2018 - Oct 10, 2022 |
| #2 | -60.33% Jan 16, 2020 - Dec 3, 2020 | -72.11% Dec 28, 2004 - Mar 27, 2015 |
| #3 | -33.78% May 2, 2011 - Mar 15, 2012 | -53.15% Aug 27, 2001 - Dec 26, 2001 |
| #4 | -33.18% Jun 20, 2024 - Nov 6, 2024 | -31.82% Feb 9, 2001 - Aug 1, 2001 |
| #5 | -32.61% Nov 8, 2022 - Feb 26, 2024 | -31.41% Nov 6, 2002 - May 28, 2003 |
| #6 | -30.11% Apr 3, 2012 - May 9, 2013 | -23.78% Oct 23, 2000 - Jan 4, 2001 |
| #7 | -28.62% Jul 30, 2025 - Mar 16, 2026 | -23.71% Dec 29, 2015 - Mar 10, 2017 |
| #8 | -26.06% May 22, 2018 - Feb 1, 2019 | -22.08% May 16, 2002 - Sep 11, 2002 |
| #9 | -26.02% Feb 19, 2025 - May 13, 2025 | -14.40% Feb 17, 2004 - Jun 23, 2004 |
| #10 | -24.69% Feb 9, 2022 - Apr 8, 2022 | -11.69% Aug 18, 2015 - Oct 23, 2015 |
| #11 | -23.36% Apr 19, 2022 - Aug 4, 2022 | -11.22% Sep 11, 2002 - Oct 23, 2002 |
| #12 | -18.87% Jul 24, 2019 - Nov 7, 2019 | -10.68% Apr 7, 2015 - May 19, 2015 |
| #13 | -18.45% Apr 30, 2021 - Sep 27, 2021 | -10.39% Jul 2, 2004 - Sep 16, 2004 |
| #14 | -14.36% Mar 16, 2018 - May 8, 2018 | -9.03% Aug 31, 2017 - Jan 12, 2018 |
| #15 | -12.71% Feb 19, 2019 - May 3, 2019 | -8.61% Jan 17, 2002 - Mar 6, 2002 |
Correlation
Correlation between LPLA and CUK is -0.52 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.
Dividend Comparison (2001 - 2026)
LPLA vs CUK dividend yield comparison.
| Year | LPLA | CUK |
|---|---|---|
| 2026 | 0.10% | 0.55% |
| 2025 | 0.34% | 0.00% |
| 2024 | 0.37% | 0.00% |
| 2023 | 0.53% | 0.00% |
| 2022 | 0.46% | 0.00% |
| 2021 | 0.62% | 0.00% |
| 2020 | 0.96% | 2.67% |
| 2019 | 1.08% | 4.15% |
| 2018 | 1.64% | 4.00% |
| 2017 | 1.75% | 2.41% |
| 2016 | 2.84% | 2.64% |
| 2015 | 2.34% | 1.93% |
| 2014 | 2.15% | 2.22% |
| 2013 | 1.38% | 2.41% |
| 2012 | 7.95% | 3.87% |
| 2011 | 0.00% | 3.04% |
| 2010 | 0.00% | 0.86% |
| 2008 | 0.00% | 7.06% |
| 2007 | 0.00% | 3.13% |
| 2006 | 0.00% | 2.04% |
| 2005 | 0.00% | 1.41% |
| 2004 | 0.00% | 0.86% |
| 2003 | 0.00% | 1.04% |
| 2002 | 0.00% | 1.44% |
| 2001 | 0.00% | 1.73% |
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