LPLA vs FTS

Comparison between LPL Financial Holdings Inc (LPLA, Company) and Fortis Inc (FTS, Company).

LPLA is from the Financial Services sector, while FTS is from the Utilities sector.

5-Year PerformanceLPLA has outperformed FTS, delivering a return of +20.5% compared to +8.5%

LPLA vs FTS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LPLA(COMPANY)	FTS(COMPANY)
Market Cap	$29B	$29B
Max Drawdown	70.50%	34.36%
Sharpe Ratio	-0.02	0.80
5Y Beta	1.09	-0.05
Industry	Capital Markets	Utilities - Regulated Electric
P/E Ratio	29.38	19.99
Forward P/E	14.22	21.28
PEG Ratio	0.53	1.88
Dividend Yield	0.34%	4.48%
5Y Dividends CAGR	3.71%	7.87%
5Y EPS CAGR	13.77%	3.80%
Debt to Equity	129.59%	142.25%
Free Cash Flow Yield	-3.24%	-4.80%
P/S Ratio	1.48	2.33
P/B Ratio	4.91	1.71

Market Cap

Winner

LPLA

$29B

FTS

$29B

Max Drawdown

LPLA

70.50%

Winner

FTS

34.36%

Sharpe Ratio

LPLA

-0.02

Winner

FTS

0.80

5Y Beta

LPLA

1.09

Winner

FTS

-0.05

Industry

LPLA

Capital Markets

FTS

Utilities - Regulated Electric

P/E Ratio

LPLA

29.38

Winner

FTS

19.99

Forward P/E

Winner

LPLA

14.22

FTS

21.28

PEG Ratio

Winner

LPLA

0.53

FTS

1.88

Dividend Yield

LPLA

0.34%

Winner

FTS

4.48%

5Y Dividends CAGR

LPLA

3.71%

Winner

FTS

7.87%

5Y EPS CAGR

Winner

LPLA

13.77%

FTS

3.80%

Debt to Equity

Winner

LPLA

129.59%

FTS

142.25%

Free Cash Flow Yield

Winner

LPLA

-3.24%

FTS

-4.80%

P/S Ratio

Winner

LPLA

1.48

FTS

2.33

P/B Ratio

LPLA

4.91

Winner

FTS

1.71

LPLA vs FTS - Historical Returns

Returns include dividend reinvestment.

Period	LPLA	FTS
1 month	+17.82%	-1.72%
3 months	+10.68%	+0.48%
6 months	-6.59%	+5.28%
1 year	-4.85%	+14.72%
5 years(CAGR)	+20.48%	+8.48%
10 years(CAGR)	+31.07%	+9.66%
Max(CAGR)	+18.54%	+11.77%

Winner

LPLA

+17.82%

FTS

-1.72%

Winner

LPLA

+10.68%

FTS

+0.48%

LPLA

-6.59%

Winner

FTS

+5.28%

LPLA

-4.85%

Winner

FTS

+14.72%

5Y(CAGR)

Winner

LPLA

+20.48%

FTS

+8.48%

10Y(CAGR)

Winner

LPLA

+31.07%

FTS

+9.66%

Max(CAGR)

Winner

LPLA

+18.54%

FTS

+11.77%

LPLA vs FTS - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	LPLA	FTS
2026	-0.51%	+9.56%
2025	+9.26%	+30.22%
2024	+42.17%	+5.99%
2023	+5.39%	+6.17%
2022	+33.43%	-12.70%
2021	+55.94%	+22.76%
2020	+12.56%	+2.27%
2019	+51.80%	+30.07%
2018	+8.40%	-5.13%
2017	+64.14%	+25.09%
2016	-13.85%	+23.55%
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 FTS Drawdown Comparison

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

The maximum drawdown for FTS was -34.36%, occurring on Mar 23, 2020. Recovery took 271 trading sessions.

The current LPLA drawdown is -9.68%. The current FTS drawdown is -4.96%.

Rank	LPLA	FTS
#1	-69.32% Mar 20, 2014 - Sep 27, 2017	-34.36% Feb 18, 2020 - Mar 16, 2021
#2	-60.33% Jan 16, 2020 - Dec 3, 2020	-29.96% Apr 6, 2022 - Mar 31, 2025
#3	-33.78% May 2, 2011 - Mar 15, 2012	-16.05% Nov 24, 2017 - Mar 12, 2019
#4	-33.18% Jun 20, 2024 - Nov 6, 2024	-14.04% Jul 6, 2016 - Apr 12, 2017
#5	-33.12% Jul 30, 2025 - May 28, 2026	-13.81% Feb 4, 2016 - Mar 7, 2016
#6	-32.61% Nov 8, 2022 - Feb 26, 2024	-7.75% Jan 13, 2016 - Jan 22, 2016
#7	-30.11% Apr 3, 2012 - May 9, 2013	-7.63% Sep 26, 2019 - Jan 15, 2020
#8	-26.06% May 22, 2018 - Feb 1, 2019	-6.63% May 7, 2025 - Aug 1, 2025
#9	-26.02% Feb 19, 2025 - May 13, 2025	-6.49% Dec 31, 2021 - Mar 17, 2022
#10	-24.69% Feb 9, 2022 - Apr 8, 2022	-6.21% Mar 16, 2026 - Jun 26, 2026
#11	-23.36% Apr 19, 2022 - Aug 4, 2022	-6.13% Apr 3, 2025 - Apr 14, 2025
#12	-18.87% Jul 24, 2019 - Nov 7, 2019	-5.83% Sep 8, 2017 - Nov 6, 2017
#13	-18.45% Apr 30, 2021 - Sep 27, 2021	-5.77% Aug 16, 2021 - Dec 14, 2021
#14	-14.36% Mar 16, 2018 - May 8, 2018	-5.39% Jun 15, 2021 - Aug 16, 2021
#15	-12.71% Feb 19, 2019 - May 3, 2019	-4.96% Jul 24, 2026 - Aug 6, 2026

Correlation

Correlation between LPLA and FTS is 0.89 which considered as a strong positive correlation - the stocks tend to move together.

0.89

-101

Dividend Comparison (2012 - 2026)

LPLA vs FTS dividend yield comparison.

Year	LPLA	FTS
2026	0.17%	1.67%
2025	0.34%	3.42%
2024	0.37%	4.62%
2023	0.53%	4.50%
2022	0.46%	4.48%
2021	0.62%	3.40%
2020	0.96%	3.54%
2019	1.08%	3.31%
2018	1.64%	3.35%
2017	1.75%	4.43%
2016	2.84%	4.94%
2015	2.34%	0.00%
2014	2.15%	0.00%
2013	1.38%	0.00%
2012	7.95%	0.00%