LPLA vs FCNCA

Comparison between LPL Financial Holdings Inc (LPLA, Company) and First Citizens Bancshares Inc (NC) - Class A (FCNCA, Company).

Both LPLA and FCNCA are from the Financial Services sector.

5-Year PerformanceFCNCA has outperformed LPLA, delivering a return of +18.3% compared to +14.8%

LPLA vs FCNCA - Performance Comparison

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Key Characteristics

Financial metrics and valuation ratios

Metric	LPLA(COMPANY)	FCNCA(COMPANY)
Market Cap	$26B	$26B
Max Drawdown	70.50%	64.11%
Sharpe Ratio	-0.18	0.33
5Y Beta	1.12	1.11
Industry	Capital Markets	Banks - Regional
P/E Ratio	27.60	11.87
Forward P/E	12.21	12.29
PEG Ratio	0.43	1.23
Dividend Yield	0.39%	0.41%
5Y Dividends CAGR	8.45%	43.18%
5Y EPS CAGR	13.86%	34.73%
Debt to Equity	126.32%	161.92%
Free Cash Flow Yield	-4.14%	8.55%
P/S Ratio	1.46	2.53
P/B Ratio	4.53	1.14

Market Cap

Winner

LPLA

$26B

FCNCA

$26B

Max Drawdown

LPLA

70.50%

Winner

FCNCA

64.11%

Sharpe Ratio

LPLA

-0.18

Winner

FCNCA

0.33

5Y Beta

LPLA

1.12

Winner

FCNCA

1.11

Industry

LPLA

Capital Markets

FCNCA

Banks - Regional

P/E Ratio

LPLA

27.60

Winner

FCNCA

11.87

Forward P/E

Winner

LPLA

12.21

FCNCA

12.29

PEG Ratio

Winner

LPLA

0.43

FCNCA

1.23

Dividend Yield

LPLA

0.39%

Winner

FCNCA

0.41%

5Y Dividends CAGR

LPLA

8.45%

Winner

FCNCA

43.18%

5Y EPS CAGR

LPLA

13.86%

Winner

FCNCA

34.73%

Debt to Equity

Winner

LPLA

126.32%

FCNCA

161.92%

Free Cash Flow Yield

LPLA

-4.14%

Winner

FCNCA

8.55%

P/S Ratio

Winner

LPLA

1.46

FCNCA

2.53

P/B Ratio

LPLA

4.53

Winner

FCNCA

1.14

LPLA vs FCNCA - Historical Returns

Returns include dividend reinvestment.

Period	LPLA	FCNCA
1 month	-2.34%	-0.24%
3 months	-22.74%	-9.30%
6 months	-18.59%	+7.56%
1 year	-10.16%	+7.11%
5 years(CAGR)	+14.79%	+18.27%
10 years(CAGR)	+30.47%	+23.33%
Max(CAGR)	+17.57%	+13.69%

LPLA

-2.34%

Winner

FCNCA

-0.24%

LPLA

-22.74%

Winner

FCNCA

-9.30%

LPLA

-18.59%

Winner

FCNCA

+7.56%

LPLA

-10.16%

Winner

FCNCA

+7.11%

5Y(CAGR)

LPLA

+14.79%

Winner

FCNCA

+18.27%

10Y(CAGR)

Winner

LPLA

+30.47%

FCNCA

+23.33%

Max(CAGR)

Winner

LPLA

+17.57%

FCNCA

+13.69%

LPLA vs FCNCA - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	LPLA	FCNCA
2026	-15.99%	-9.48%
2025	+9.26%	+2.49%
2024	+42.17%	+47.39%
2023	+5.39%	+89.46%
2022	+33.43%	-11.55%
2021	+55.94%	+46.31%
2020	+12.56%	+7.28%
2019	+51.80%	+40.73%
2018	+8.40%	-6.47%
2017	+64.14%	+13.91%
2016	-13.85%	+42.96%
2015	-2.51%	+3.51%
2014	-3.43%	+14.62%
2013	+65.69%	+33.71%
2012	-2.00%	-8.09%
2011	-12.66%	-8.71%
2010	+13.13%	+11.87%
2009	N/A	+8.50%
2008	N/A	+7.72%
2007	N/A	-29.39%
2006	N/A	+12.90%
2005	N/A	+21.61%
2004	N/A	+22.65%
2003	N/A	+23.99%
2002	N/A	-0.61%
2001	N/A	+23.69%
2000	N/A	+18.67%
1999	N/A	-8.79%

LPLA vs FCNCA Drawdown Comparison

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

The maximum drawdown for FCNCA was -63.51%, occurring on Mar 6, 2009. Recovery took 917 trading sessions.

The current LPLA drawdown is -23.73%. The current FCNCA drawdown is -16.54%.

Rank	LPLA	FCNCA
#1	-69.32% Mar 20, 2014 - Sep 27, 2017	-63.51% Jul 25, 2006 - Mar 17, 2010
#2	-60.33% Jan 16, 2020 - Dec 3, 2020	-47.49% Jan 30, 2020 - Nov 9, 2020
#3	-33.78% May 2, 2011 - Mar 15, 2012	-43.63% Sep 2, 2021 - Mar 28, 2023
#4	-33.18% Jun 20, 2024 - Nov 6, 2024	-33.93% Mar 17, 2010 - Jul 18, 2013
#5	-32.61% Nov 8, 2022 - Feb 26, 2024	-33.51% Nov 22, 2024 - Apr 8, 2025
#6	-30.11% Apr 3, 2012 - May 9, 2013	-26.59% Jul 5, 2001 - Apr 30, 2002
#7	-28.62% Jul 30, 2025 - Mar 16, 2026	-26.35% Nov 3, 1999 - Dec 13, 2000
#8	-26.06% May 22, 2018 - Feb 1, 2019	-24.39% Aug 24, 2018 - Sep 12, 2019
#9	-26.02% Feb 19, 2025 - May 13, 2025	-20.61% May 22, 2002 - Jul 31, 2003
#10	-24.69% Feb 9, 2022 - Apr 8, 2022	-19.04% Jun 12, 2014 - Dec 5, 2014
#11	-23.36% Apr 19, 2022 - Aug 4, 2022	-18.88% Jul 14, 2015 - Jul 14, 2016
#12	-18.87% Jul 24, 2019 - Nov 7, 2019	-16.86% Feb 16, 2005 - Jul 5, 2005
#13	-18.45% Apr 30, 2021 - Sep 27, 2021	-16.51% Jun 8, 2021 - Aug 27, 2021
#14	-14.36% Mar 16, 2018 - May 8, 2018	-16.42% Dec 9, 2014 - Jul 13, 2015
#15	-12.71% Feb 19, 2019 - May 3, 2019	-15.35% Jan 25, 2017 - Jul 3, 2017

Correlation

Correlation between LPLA and FCNCA is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96

-101

Dividend Comparison (1999 - 2026)

LPLA vs FCNCA dividend yield comparison.

Year	LPLA	FCNCA
2026	0.10%	0.11%
2025	0.34%	0.37%
2024	0.37%	0.33%
2023	0.53%	0.27%
2022	0.46%	0.28%
2021	0.62%	0.23%
2020	0.96%	0.29%
2019	1.08%	0.30%
2018	1.64%	0.38%
2017	1.75%	0.31%
2016	2.84%	0.34%
2015	2.34%	0.46%
2014	2.15%	0.47%
2013	1.38%	0.54%
2012	7.95%	0.80%
2011	0.00%	0.69%
2010	0.00%	0.63%
2009	0.00%	0.73%
2008	0.00%	0.72%
2007	0.00%	0.75%
2006	0.00%	0.54%
2005	0.00%	0.63%
2004	0.00%	0.74%
2003	0.00%	0.91%
2002	0.00%	1.04%
2001	0.00%	1.02%
2000	0.00%	1.24%
1999	0.00%	0.36%