LPLA vs LEN-B

Comparison between LPL Financial Holdings Inc (LPLA, Company) and Lennar Corp - Class B (LEN-B, Company).

LPLA is from the Financial Services sector, while LEN-B is from the Consumer Cyclical sector.

5-Year PerformanceLPLA has outperformed LEN-B, delivering a return of +13.6% compared to +5.2%

LPLA vs LEN-B - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LPLA(COMPANY)	LEN-B(COMPANY)
Market Cap	$22B	$22B
Max Drawdown	70.50%	96.13%
Sharpe Ratio	-0.80	-0.20
5Y Beta	1.11	0.71
Industry	Capital Markets	Residential Construction
P/E Ratio	23.07	12.00
Forward P/E	11.35	14.29
Dividend Yield	0.42%	2.29%
5Y Dividends CAGR	3.71%	24.62%
5Y EPS CAGR	13.86%	11.58%
Debt to Equity	126.32%	0.00%
Free Cash Flow Yield	-4.95%	-0.42%

Market Cap

Winner

LPLA

$22B

LEN-B

$22B

Max Drawdown

Winner

LPLA

70.50%

LEN-B

96.13%

Sharpe Ratio

LPLA

-0.80

Winner

LEN-B

-0.20

5Y Beta

LPLA

1.11

Winner

LEN-B

0.71

Industry

LPLA

Capital Markets

LEN-B

Residential Construction

P/E Ratio

LPLA

23.07

Winner

LEN-B

12.00

Forward P/E

Winner

LPLA

11.35

LEN-B

14.29

Dividend Yield

LPLA

0.42%

Winner

LEN-B

2.29%

5Y Dividends CAGR

LPLA

3.71%

Winner

LEN-B

24.62%

5Y EPS CAGR

Winner

LPLA

13.86%

LEN-B

11.58%

Debt to Equity

LPLA

126.32%

Winner

LEN-B

0.00%

Free Cash Flow Yield

LPLA

-4.95%

Winner

LEN-B

-0.42%

LPLA vs LEN-B - Historical Returns

Returns include dividend reinvestment.

Period	LPLA	LEN-B
1 month	-17.75%	-2.65%
3 months	-9.45%	-16.56%
6 months	-23.10%	-27.56%
1 year	-28.70%	-12.92%
5 years(CAGR)	+13.55%	+5.24%
10 years(CAGR)	+26.76%	+11.33%
Max(CAGR)	+16.67%	+6.92%

LPLA

-17.75%

Winner

LEN-B

-2.65%

Winner

LPLA

-9.45%

LEN-B

-16.56%

Winner

LPLA

-23.10%

LEN-B

-27.56%

LPLA

-28.70%

Winner

LEN-B

-12.92%

5Y(CAGR)

Winner

LPLA

+13.55%

LEN-B

+5.24%

10Y(CAGR)

Winner

LPLA

+26.76%

LEN-B

+11.33%

Max(CAGR)

Winner

LPLA

+16.67%

LEN-B

+6.92%

LPLA vs LEN-B - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

Year	LPLA	LEN-B
2026	-24.78%	-6.41%
2025	+9.26%	-21.91%
2024	+42.17%	+0.82%
2023	+5.39%	+78.81%
2022	+33.43%	-17.09%
2021	+55.94%	+62.12%
2020	+12.56%	+38.91%
2019	+51.80%	+39.88%
2018	+8.40%	-40.23%
2017	+64.14%	+53.01%
2016	-13.85%	-8.32%
2015	-2.51%	+12.91%
2014	-3.43%	+8.13%
2013	+65.69%	+7.37%
2012	-2.00%	+95.20%
2011	-12.66%	-0.00%
2010	+13.13%	+58.29%
2009	N/A	+45.65%
2008	N/A	-56.93%
2007	N/A	-64.22%
2006	N/A	-14.42%
2005	N/A	+11.13%
2004	N/A	+17.92%
2003	N/A	+67.97%

LPLA vs LEN-B Drawdown Comparison

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

The maximum drawdown for LEN-B was -95.77%, occurring on Nov 21, 2008. Recovery took 3130 trading sessions.

The current LPLA drawdown is -31.71%. The current LEN-B drawdown is -45.59%.

Rank	LPLA	LEN-B
#1	-69.32% Mar 20, 2014 - Sep 27, 2017	-95.77% Jul 28, 2005 - Jan 3, 2018
#2	-60.33% Jan 16, 2020 - Dec 3, 2020	-62.06% Jan 22, 2018 - Aug 10, 2020
#3	-33.78% May 2, 2011 - Mar 15, 2012	-50.65% Sep 19, 2024 - May 15, 2026
#4	-33.18% Jun 20, 2024 - Nov 6, 2024	-43.16% Dec 31, 2021 - Apr 18, 2023
#5	-32.61% Nov 8, 2022 - Feb 26, 2024	-28.60% Mar 15, 2004 - Jan 14, 2005
#6	-31.71% Jul 30, 2025 - May 27, 2026	-21.30% Jul 14, 2023 - Dec 5, 2023
#7	-30.11% Apr 3, 2012 - May 9, 2013	-20.40% Jun 16, 2003 - Oct 1, 2003
#8	-26.06% May 22, 2018 - Feb 1, 2019	-17.96% Feb 25, 2005 - Jun 16, 2005
#9	-26.02% Feb 19, 2025 - May 13, 2025	-17.27% Oct 15, 2020 - Jan 25, 2021
#10	-24.69% Feb 9, 2022 - Apr 8, 2022	-15.78% Feb 8, 2021 - Mar 17, 2021
#11	-23.36% Apr 19, 2022 - Aug 4, 2022	-15.74% May 15, 2024 - Jul 16, 2024
#12	-18.87% Jul 24, 2019 - Nov 7, 2019	-14.89% Aug 11, 2021 - Nov 17, 2021
#13	-18.45% Apr 30, 2021 - Sep 27, 2021	-14.53% Dec 1, 2003 - Mar 1, 2004
#14	-14.36% Mar 16, 2018 - May 8, 2018	-14.06% Apr 9, 2021 - Jul 29, 2021
#15	-12.71% Feb 19, 2019 - May 3, 2019	-11.10% Mar 28, 2024 - May 15, 2024

Correlation

Correlation between LPLA and LEN-B is 0.90 which considered as a strong positive correlation - the stocks tend to move together.

0.90

-101

Dividend Comparison (2003 - 2026)

LPLA vs LEN-B dividend yield comparison.

Year	LPLA	LEN-B
2026	0.22%	1.13%
2025	0.34%	2.10%
2024	0.37%	1.51%
2023	0.53%	1.12%
2022	0.46%	2.01%
2021	0.62%	1.05%
2020	0.96%	1.02%
2019	1.08%	0.36%
2018	1.64%	0.51%
2017	1.75%	0.30%
2016	2.84%	0.46%
2015	2.34%	0.40%
2014	2.15%	0.44%
2013	1.38%	0.47%
2012	7.95%	0.52%
2011	0.00%	1.03%
2010	0.00%	1.03%
2009	0.00%	1.63%
2008	0.00%	10.49%
2007	0.00%	3.86%
2006	0.00%	1.30%
2005	0.00%	0.74%
2004	0.00%	0.98%
2003	0.00%	0.30%