LPLA vs FITBP

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

Both LPLA and FITBP are from the Financial Services sector.

5-Year PerformanceLPLA has outperformed FITBP, delivering a return of +13.6% compared to +3.7%

LPLA vs FITBP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LPLA(COMPANY)	FITBP(COMPANY)
Market Cap	$22B	$22B
Max Drawdown	70.50%	36.93%
Sharpe Ratio	-0.80	0.12
5Y Beta	1.11	N/A
Industry	Capital Markets	Banks - Regional
P/E Ratio	23.07	7.41
Forward P/E	11.35	N/A
Dividend Yield	0.42%	6.70%
5Y Dividends CAGR	3.71%	4.56%
5Y EPS CAGR	13.86%	1.95%
Debt to Equity	126.32%	58.76%
Free Cash Flow Yield	-4.95%	7.25%

Market Cap

Winner

LPLA

$22B

FITBP

$22B

Max Drawdown

LPLA

70.50%

Winner

FITBP

36.93%

Sharpe Ratio

LPLA

-0.80

Winner

FITBP

0.12

5Y Beta

LPLA

1.11

FITBP

N/A

Industry

LPLA

Capital Markets

FITBP

Banks - Regional

P/E Ratio

LPLA

23.07

Winner

FITBP

7.41

Forward P/E

LPLA

11.35

FITBP

N/A

Dividend Yield

LPLA

0.42%

Winner

FITBP

6.70%

5Y Dividends CAGR

LPLA

3.71%

Winner

FITBP

4.56%

5Y EPS CAGR

Winner

LPLA

13.86%

FITBP

1.95%

Debt to Equity

LPLA

126.32%

Winner

FITBP

58.76%

Free Cash Flow Yield

LPLA

-4.95%

Winner

FITBP

7.25%

LPLA vs FITBP - Historical Returns

Returns include dividend reinvestment.

Period	LPLA	FITBP
1 month	-17.75%	-0.50%
3 months	-9.45%	-1.19%
6 months	-23.10%	-1.46%
1 year	-28.70%	+3.97%
5 years(CAGR)	+13.55%	+3.68%
10 years(CAGR)	+26.76%	N/A
Max(CAGR)	+16.67%	+3.99%

LPLA

-17.75%

Winner

FITBP

-0.50%

LPLA

-9.45%

Winner

FITBP

-1.19%

LPLA

-23.10%

Winner

FITBP

-1.46%

LPLA

-28.70%

Winner

FITBP

+3.97%

5Y(CAGR)

Winner

LPLA

+13.55%

FITBP

+3.68%

10Y(CAGR)

LPLA

+26.76%

FITBP

N/A

Max(CAGR)

Winner

LPLA

+16.67%

FITBP

+3.99%

LPLA vs FITBP - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	LPLA	FITBP
2026	-24.78%	-2.35%
2025	+9.26%	+4.58%
2024	+42.17%	+9.57%
2023	+5.39%	+13.48%
2022	+33.43%	-8.53%
2021	+55.94%	+3.92%
2020	+12.56%	+3.32%
2019	+51.80%	+2.82%
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 FITBP Drawdown Comparison

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

The maximum drawdown for FITBP was -36.06%, occurring on Mar 18, 2020. Recovery took 265 trading sessions.

The current LPLA drawdown is -31.71%. The current FITBP drawdown is -2.94%.

Rank	LPLA	FITBP
#1	-69.32% Mar 20, 2014 - Sep 27, 2017	-36.06% Oct 17, 2019 - Nov 4, 2020
#2	-60.33% Jan 16, 2020 - Dec 3, 2020	-16.28% Oct 1, 2021 - Jan 31, 2023
#3	-33.78% May 2, 2011 - Mar 15, 2012	-14.01% Jan 31, 2023 - Jun 28, 2023
#4	-33.18% Jun 20, 2024 - Nov 6, 2024	-12.63% Jun 30, 2023 - Dec 27, 2023
#5	-32.61% Nov 8, 2022 - Feb 26, 2024	-8.41% Apr 1, 2024 - Aug 28, 2024
#6	-31.71% Jul 30, 2025 - May 27, 2026	-6.27% Jan 23, 2026 - Mar 20, 2026
#7	-30.11% Apr 3, 2012 - May 9, 2013	-4.37% Feb 6, 2025 - Jun 24, 2025
#8	-26.06% May 22, 2018 - Feb 1, 2019	-4.12% Apr 14, 2021 - Jun 23, 2021
#9	-26.02% Feb 19, 2025 - May 13, 2025	-3.75% Jan 3, 2025 - Feb 6, 2025
#10	-24.69% Feb 9, 2022 - Apr 8, 2022	-3.69% Sep 19, 2025 - Oct 27, 2025
#11	-23.36% Apr 19, 2022 - Aug 4, 2022	-3.48% Dec 28, 2020 - Apr 1, 2021
#12	-18.87% Jul 24, 2019 - Nov 7, 2019	-3.34% Sep 30, 2024 - Jan 3, 2025
#13	-18.45% Apr 30, 2021 - Sep 27, 2021	-3.10% Sep 30, 2019 - Oct 17, 2019
#14	-14.36% Mar 16, 2018 - May 8, 2018	-2.71% Jan 23, 2024 - Mar 20, 2024
#15	-12.71% Feb 19, 2019 - May 3, 2019	-2.54% Oct 27, 2025 - Jan 23, 2026

Correlation

Correlation between LPLA and FITBP is 0.85 which considered as a strong positive correlation - the stocks tend to move together.

0.85

-101

Dividend Comparison (2012 - 2026)

LPLA vs FITBP dividend yield comparison.

Year	LPLA	FITBP
2026	0.22%	1.58%
2025	0.34%	6.09%
2024	0.37%	6.03%
2023	0.53%	6.22%
2022	0.46%	6.70%
2021	0.62%	5.72%
2020	0.96%	5.56%
2019	1.08%	1.90%
2018	1.64%	0.00%
2017	1.75%	0.00%
2016	2.84%	0.00%
2015	2.34%	0.00%
2014	2.15%	0.00%
2013	1.38%	0.00%
2012	7.95%	0.00%