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LPLA vs L

Comparison between LPL Financial Holdings Inc (LPLA, Company) and Loews Corp (L, Company).

Both LPLA and L are from the Financial Services sector.

5-Year PerformanceLPLA has outperformed L, delivering a return of +18.1% compared to +17.1%

LPLA vs L - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
LPLA
$23B
Winner
L
$24B
Max Drawdown
LPLA
70.50%
Winner
L
66.01%
Sharpe Ratio
LPLA
-0.51
Winner
L
1.32
5Y Beta
LPLA
1.07
Winner
L
0.47
Industry
LPLA
Capital Markets
L
Insurance - Property & Casualty
P/E Ratio
LPLA
24.92
Winner
L
14.87
Forward P/E
Winner
LPLA
11.86
L
12.20
PEG Ratio
Winner
LPLA
0.44
L
0.99
Dividend Yield
Winner
LPLA
0.41%
L
0.21%
5Y Dividends CAGR
LPLA
3.71%
Winner
L
4.56%
5Y EPS CAGR
LPLA
13.86%
Winner
L
15.75%
Debt to Equity
LPLA
126.32%
Winner
L
0.00%
Free Cash Flow Yield
LPLA
-4.59%
Winner
L
8.20%
P/S Ratio
LPLA
1.31
Winner
L
1.27
P/B Ratio
LPLA
4.12
Winner
L
1.26

LPLA vs L - Historical Returns

Returns include dividend reinvestment.

1M
LPLA
+8.41%
Winner
L
+10.36%
3M
LPLA
+3.52%
Winner
L
+8.43%
6M
LPLA
-14.24%
Winner
L
+11.03%
1Y
LPLA
-18.92%
Winner
L
+28.19%
5Y(CAGR)
Winner
LPLA
+18.10%
L
+17.08%
10Y(CAGR)
Winner
LPLA
+31.36%
L
+11.90%
Max(CAGR)
Winner
LPLA
+17.48%
L
+10.02%

LPLA vs L - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearLPLAL
2026-14.77%+11.87%
2025+9.26%+25.47%
2024+42.17%+20.58%
2023+5.39%+19.25%
2022+33.43%+0.81%
2021+55.94%+30.68%
2020+12.56%-14.46%
2019+51.80%+17.03%
2018+8.40%-8.29%
2017+64.14%+7.70%
2016-13.85%+24.72%
2015-2.51%-7.41%
2014-3.43%-10.80%
2013+65.69%+16.79%
2012-2.00%+6.59%
2011-12.66%-3.83%
2010+13.13%+5.39%
2009N/A+23.20%
2008N/A-43.83%
2007N/A+22.76%
2006N/A+29.47%
2005N/A+37.58%
2004N/A+44.03%
2003N/A+8.24%
2002N/A-18.52%
2001N/A+11.69%
2000N/A+78.21%
1999N/A-9.42%

LPLA vs L Drawdown Comparison

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

The maximum drawdown for L was -65.59%, occurring on Mar 9, 2009. Recovery took 2616 trading sessions.

The current LPLA drawdown is -22.63%.

RankLPLAL
#1-69.32%
Mar 20, 2014 - Sep 27, 2017
-65.59%
Jun 19, 2007 - Nov 6, 2017
#2-60.33%
Jan 16, 2020 - Dec 3, 2020
-48.52%
Jul 3, 2019 - Apr 29, 2021
#3-33.78%
May 2, 2011 - Mar 15, 2012
-45.96%
May 4, 2001 - Nov 29, 2004
#4-33.18%
Jun 20, 2024 - Nov 6, 2024
-41.13%
Nov 8, 1999 - Aug 8, 2000
#5-33.12%
Jul 30, 2025 - May 28, 2026
-26.11%
Apr 20, 2022 - Nov 16, 2023
#6-32.61%
Nov 8, 2022 - Feb 26, 2024
-20.02%
Jan 26, 2018 - Jun 5, 2019
#7-30.11%
Apr 3, 2012 - May 9, 2013
-14.30%
Dec 28, 2000 - Feb 5, 2001
#8-26.06%
May 22, 2018 - Feb 1, 2019
-12.16%
Apr 1, 2025 - Jul 1, 2025
#9-26.02%
Feb 19, 2025 - May 13, 2025
-12.07%
May 14, 2021 - Jan 4, 2022
#10-24.69%
Feb 9, 2022 - Apr 8, 2022
-9.82%
Sep 28, 2000 - Oct 27, 2000
#11-23.36%
Apr 19, 2022 - Aug 4, 2022
-9.67%
Mar 9, 2001 - Mar 30, 2001
#12-18.87%
Jul 24, 2019 - Nov 7, 2019
-9.49%
May 5, 2006 - Jul 31, 2006
#13-18.45%
Apr 30, 2021 - Sep 27, 2021
-8.29%
Jan 13, 2006 - Mar 27, 2006
#14-14.36%
Mar 16, 2018 - May 8, 2018
-7.99%
Apr 30, 2026 - Jun 26, 2026
#15-12.71%
Feb 19, 2019 - May 3, 2019
-7.36%
Oct 30, 2000 - Nov 10, 2000

Correlation

Correlation between LPLA and L is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92
-101

Dividend Comparison (2000 - 2026)

LPLA vs L dividend yield comparison.

YearLPLAL
20260.20%0.11%
20250.34%0.24%
20240.37%0.30%
20230.53%0.36%
20220.46%0.43%
20210.62%0.43%
20200.96%0.56%
20191.08%0.48%
20181.64%0.55%
20171.75%1.58%
20162.84%0.53%
20152.34%0.65%
20142.15%0.59%
20131.38%0.51%
20127.95%0.61%
20110.00%0.66%
20100.00%0.64%
20090.00%0.69%
20080.00%0.88%
20070.00%0.50%
20060.00%0.57%
20050.00%0.63%
20040.00%0.85%
20030.00%1.21%
20020.00%1.35%
20010.00%1.76%
20000.00%0.97%

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