LPLA vs FITBI

Comparison between LPL Financial Holdings Inc (LPLA, Company) and Fifth Third Bancorp (FITBI, Company).

Both LPLA and FITBI are from the Financial Services sector.

5-Year PerformanceLPLA has outperformed FITBI, delivering a return of +16.6% compared to +5.3%

LPLA vs FITBI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LPLA(COMPANY)	FITBI(COMPANY)
Market Cap	$23B	$23B
Max Drawdown	70.50%	40.47%
Sharpe Ratio	-0.68	1.17
5Y Beta	1.09	0.04
Industry	Capital Markets	Banks - Regional
P/E Ratio	24.58	7.97
Forward P/E	11.59	N/A
PEG Ratio	N/A	0.00
Dividend Yield	0.42%	5.45%
5Y Dividends CAGR	3.71%	9.07%
5Y EPS CAGR	13.86%	1.95%
Debt to Equity	126.32%	58.76%
Free Cash Flow Yield	-4.65%	6.74%
P/S Ratio	N/A	2.18

Market Cap

LPLA

$23B

Winner

FITBI

$23B

Max Drawdown

LPLA

70.50%

Winner

FITBI

40.47%

Sharpe Ratio

LPLA

-0.68

Winner

FITBI

1.17

5Y Beta

LPLA

1.09

Winner

FITBI

0.04

Industry

LPLA

Capital Markets

FITBI

Banks - Regional

P/E Ratio

LPLA

24.58

Winner

FITBI

7.97

Forward P/E

LPLA

11.59

FITBI

N/A

PEG Ratio

LPLA

N/A

FITBI

0.00

Dividend Yield

LPLA

0.42%

Winner

FITBI

5.45%

5Y Dividends CAGR

LPLA

3.71%

Winner

FITBI

9.07%

5Y EPS CAGR

Winner

LPLA

13.86%

FITBI

1.95%

Debt to Equity

LPLA

126.32%

Winner

FITBI

58.76%

Free Cash Flow Yield

LPLA

-4.65%

Winner

FITBI

6.74%

P/S Ratio

LPLA

N/A

FITBI

2.18

LPLA vs FITBI - Historical Returns

Returns include dividend reinvestment.

Period	LPLA	FITBI
1 month	+0.15%	+0.86%
3 months	-6.10%	+2.09%
6 months	-25.12%	+3.33%
1 year	-23.46%	+8.57%
5 years(CAGR)	+16.59%	+5.33%
10 years(CAGR)	+29.26%	+4.84%
Max(CAGR)	+17.10%	+6.78%

LPLA

+0.15%

Winner

FITBI

+0.86%

LPLA

-6.10%

Winner

FITBI

+2.09%

LPLA

-25.12%

Winner

FITBI

+3.33%

LPLA

-23.46%

Winner

FITBI

+8.57%

5Y(CAGR)

Winner

LPLA

+16.59%

FITBI

+5.33%

10Y(CAGR)

Winner

LPLA

+29.26%

FITBI

+4.84%

Max(CAGR)

Winner

LPLA

+17.10%

FITBI

+6.78%

LPLA vs FITBI - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	LPLA	FITBI
2026	-19.87%	+2.12%
2025	+9.26%	+8.82%
2024	+42.17%	+9.97%
2023	+5.39%	+10.58%
2022	+33.43%	-6.23%
2021	+55.94%	+2.50%
2020	+12.56%	+6.58%
2019	+51.80%	+15.92%
2018	+8.40%	-2.45%
2017	+64.14%	+8.96%
2016	-13.85%	-0.96%
2015	-2.51%	+11.92%
2014	-3.43%	+16.31%
2013	+65.69%	-0.28%
2012	-2.00%	N/A
2011	-12.66%	N/A
2010	+13.13%	N/A

LPLA vs FITBI Drawdown Comparison

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

The maximum drawdown for FITBI was -34.39%, occurring on Mar 19, 2020. Recovery took 179 trading sessions.

The current LPLA drawdown is -27.26%. The current FITBI drawdown is -0.27%.

Rank	LPLA	FITBI
#1	-69.32% Mar 20, 2014 - Sep 27, 2017	-34.39% Feb 3, 2020 - Oct 16, 2020
#2	-60.33% Jan 16, 2020 - Dec 3, 2020	-19.19% Nov 5, 2021 - Sep 21, 2023
#3	-33.78% May 2, 2011 - Mar 15, 2012	-17.26% Aug 31, 2016 - Feb 21, 2019
#4	-33.18% Jun 20, 2024 - Nov 6, 2024	-8.48% Jan 5, 2016 - Mar 28, 2016
#5	-33.12% Jul 30, 2025 - May 28, 2026	-5.98% Dec 31, 2020 - Jun 15, 2021
#6	-32.61% Nov 8, 2022 - Feb 26, 2024	-5.47% Sep 29, 2023 - Dec 12, 2023
#7	-30.11% Apr 3, 2012 - May 9, 2013	-5.33% Jun 24, 2021 - Nov 5, 2021
#8	-26.06% May 22, 2018 - Feb 1, 2019	-5.33% May 1, 2019 - Sep 9, 2019
#9	-26.02% Feb 19, 2025 - May 13, 2025	-5.15% Jul 9, 2015 - Nov 3, 2015
#10	-24.69% Feb 9, 2022 - Apr 8, 2022	-5.10% Mar 6, 2019 - Apr 24, 2019
#11	-23.36% Apr 19, 2022 - Aug 4, 2022	-4.12% Jul 18, 2014 - Nov 4, 2014
#12	-18.87% Jul 24, 2019 - Nov 7, 2019	-3.93% Nov 27, 2015 - Dec 28, 2015
#13	-18.45% Apr 30, 2021 - Sep 27, 2021	-3.45% Apr 13, 2015 - May 18, 2015
#14	-14.36% Mar 16, 2018 - May 8, 2018	-3.20% Feb 14, 2025 - Jun 16, 2025
#15	-12.71% Feb 19, 2019 - May 3, 2019	-3.13% Oct 23, 2020 - Nov 9, 2020

Correlation

Correlation between LPLA and FITBI is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.

0.90

-101

Dividend Comparison (2012 - 2026)

LPLA vs FITBI dividend yield comparison.

Year	LPLA	FITBI
2026	0.21%	1.86%
2025	0.34%	8.12%
2024	0.37%	9.15%
2023	0.53%	6.50%
2022	0.46%	6.76%
2021	0.62%	5.95%
2020	0.96%	5.69%
2019	1.08%	5.77%
2018	1.64%	6.40%
2017	1.75%	5.81%
2016	2.84%	6.08%
2015	2.34%	5.73%
2014	2.15%	6.43%
2013	1.38%	0.00%
2012	7.95%	0.00%