LPLA vs FTAI

Comparison between LPL Financial Holdings Inc (LPLA, Company) and FTAI Aviation Ltd - Class A (FTAI, Company).

LPLA is from the Financial Services sector, while FTAI is from the Industrials sector.

5-Year PerformanceFTAI has outperformed LPLA, delivering a return of +53.5% compared to +16.6%

LPLA vs FTAI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LPLA(COMPANY)	FTAI(COMPANY)
Market Cap	$23B	$23B
Max Drawdown	70.50%	73.50%
Sharpe Ratio	-0.68	1.20
5Y Beta	1.09	1.88
Industry	Capital Markets	Aerospace & Defense
P/E Ratio	24.58	43.16
Forward P/E	11.59	32.15
PEG Ratio	N/A	0.07
Dividend Yield	0.42%	0.64%
5Y Dividends CAGR	3.71%	1.76%
5Y EPS CAGR	13.86%	N/A
Debt to Equity	126.32%	799.46%
Free Cash Flow Yield	-4.65%	-2.05%

Market Cap

Winner

LPLA

$23B

FTAI

$23B

Max Drawdown

Winner

LPLA

70.50%

FTAI

73.50%

Sharpe Ratio

LPLA

-0.68

Winner

FTAI

1.20

5Y Beta

Winner

LPLA

1.09

FTAI

1.88

Industry

LPLA

Capital Markets

FTAI

Aerospace & Defense

P/E Ratio

Winner

LPLA

24.58

FTAI

43.16

Forward P/E

Winner

LPLA

11.59

FTAI

32.15

PEG Ratio

LPLA

N/A

FTAI

0.07

Dividend Yield

LPLA

0.42%

Winner

FTAI

0.64%

5Y Dividends CAGR

Winner

LPLA

3.71%

FTAI

1.76%

5Y EPS CAGR

LPLA

13.86%

FTAI

N/A

Debt to Equity

Winner

LPLA

126.32%

FTAI

799.46%

Free Cash Flow Yield

LPLA

-4.65%

Winner

FTAI

-2.05%

LPLA vs FTAI - Historical Returns

Returns include dividend reinvestment.

Period	LPLA	FTAI
1 month	+0.15%	-19.34%
3 months	-6.10%	-16.54%
6 months	-25.12%	+24.48%
1 year	-23.46%	+87.82%
5 years(CAGR)	+16.59%	+53.54%
10 years(CAGR)	+29.26%	+43.82%
Max(CAGR)	+17.10%	+34.74%

Winner

LPLA

+0.15%

FTAI

-19.34%

Winner

LPLA

-6.10%

FTAI

-16.54%

LPLA

-25.12%

Winner

FTAI

+24.48%

LPLA

-23.46%

Winner

FTAI

+87.82%

5Y(CAGR)

LPLA

+16.59%

Winner

FTAI

+53.54%

10Y(CAGR)

LPLA

+29.26%

Winner

FTAI

+43.82%

Max(CAGR)

LPLA

+17.10%

Winner

FTAI

+34.74%

LPLA vs FTAI - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	LPLA	FTAI
2026	-19.87%	+7.70%
2025	+9.26%	+37.60%
2024	+42.17%	+222.14%
2023	+5.39%	+170.36%
2022	+33.43%	-33.85%
2021	+55.94%	+33.29%
2020	+12.56%	+33.46%
2019	+51.80%	+46.84%
2018	+8.40%	-21.99%
2017	+64.14%	+58.18%
2016	-13.85%	+34.50%
2015	-2.51%	-29.21%
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 FTAI Drawdown Comparison

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

The maximum drawdown for FTAI was -72.68%, occurring on Mar 18, 2020. Recovery took 190 trading sessions.

The current LPLA drawdown is -27.26%. The current FTAI drawdown is -26.93%.

Rank	LPLA	FTAI
#1	-69.32% Mar 20, 2014 - Sep 27, 2017	-72.68% Feb 19, 2020 - Nov 17, 2020
#2	-60.33% Jan 16, 2020 - Dec 3, 2020	-54.09% Jun 22, 2021 - Jun 30, 2023
#3	-33.78% May 2, 2011 - Mar 15, 2012	-52.61% Jun 23, 2015 - May 8, 2017
#4	-33.18% Jun 20, 2024 - Nov 6, 2024	-52.11% Nov 21, 2024 - Sep 16, 2025
#5	-33.12% Jul 30, 2025 - May 28, 2026	-31.14% Feb 26, 2026 - Apr 29, 2026
#6	-32.61% Nov 8, 2022 - Feb 26, 2024	-30.21% Jan 4, 2018 - Nov 26, 2019
#7	-30.11% Apr 3, 2012 - May 9, 2013	-18.01% Oct 30, 2025 - Dec 30, 2025
#8	-26.06% May 22, 2018 - Feb 1, 2019	-13.76% Mar 10, 2021 - Jun 10, 2021
#9	-26.02% Feb 19, 2025 - May 13, 2025	-13.72% Jul 26, 2024 - Aug 16, 2024
#10	-24.69% Feb 9, 2022 - Apr 8, 2022	-12.42% Sep 1, 2023 - Oct 31, 2023
#11	-23.36% Apr 19, 2022 - Aug 4, 2022	-11.94% Aug 30, 2024 - Sep 19, 2024
#12	-18.87% Jul 24, 2019 - Nov 7, 2019	-11.71% Jan 22, 2026 - Feb 24, 2026
#13	-18.45% Apr 30, 2021 - Sep 27, 2021	-11.38% Jul 2, 2024 - Jul 24, 2024
#14	-14.36% Mar 16, 2018 - May 8, 2018	-10.32% Sep 22, 2025 - Oct 24, 2025
#15	-12.71% Feb 19, 2019 - May 3, 2019	-9.22% Oct 14, 2024 - Nov 6, 2024

Correlation

Correlation between LPLA and FTAI is 0.77 which considered as a strong positive correlation - the stocks tend to move together.

0.77

-101

Dividend Comparison (2012 - 2026)

LPLA vs FTAI dividend yield comparison.

Year	LPLA	FTAI
2026	0.21%	0.38%
2025	0.34%	0.64%
2024	0.37%	0.83%
2023	0.53%	2.59%
2022	0.46%	7.54%
2021	0.62%	4.56%
2020	0.96%	5.63%
2019	1.08%	6.76%
2018	1.64%	9.21%
2017	1.75%	6.62%
2016	2.84%	9.92%
2015	2.34%	4.26%
2014	2.15%	0.00%
2013	1.38%	0.00%
2012	7.95%	0.00%