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LPLA vs LUV

Comparison between LPL Financial Holdings Inc (LPLA, Company) and Southwest Airlines Company (LUV, Company).

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

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

LPLA vs LUV - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
LPLA
$22B
Winner
LUV
$22B
Max Drawdown
Winner
LPLA
70.50%
LUV
78.47%
Sharpe Ratio
LPLA
-0.80
Winner
LUV
0.96
5Y Beta
Winner
LPLA
1.11
LUV
1.30
Industry
LPLA
Capital Markets
LUV
Airlines
P/E Ratio
Winner
LPLA
23.07
LUV
62.41
Forward P/E
Winner
LPLA
11.35
LUV
13.07
PEG Ratio
LPLA
N/A
LUV
10.75
Dividend Yield
LPLA
0.42%
Winner
LUV
1.76%
5Y Dividends CAGR
LPLA
3.71%
LUV
N/A
5Y EPS CAGR
Winner
LPLA
13.86%
LUV
-30.83%
Debt to Equity
LPLA
126.32%
Winner
LUV
0.00%
Free Cash Flow Yield
LPLA
-4.95%
Winner
LUV
11.03%

LPLA vs LUV - Historical Returns

Returns include dividend reinvestment.

1M
LPLA
-17.75%
Winner
LUV
+14.35%
3M
Winner
LPLA
-9.45%
LUV
-10.91%
6M
LPLA
-23.10%
Winner
LUV
+25.71%
1Y
LPLA
-28.70%
Winner
LUV
+36.49%
5Y(CAGR)
Winner
LPLA
+13.55%
LUV
-5.24%
10Y(CAGR)
Winner
LPLA
+26.76%
LUV
+1.53%
Max(CAGR)
Winner
LPLA
+16.67%
LUV
+6.02%

LPLA vs LUV - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearLPLALUV
2026-24.78%+6.26%
2025+9.26%+26.56%
2024+42.17%+20.78%
2023+5.39%-8.93%
2022+33.43%-23.48%
2021+55.94%-4.88%
2020+12.56%-14.67%
2019+51.80%+16.07%
2018+8.40%-29.11%
2017+64.14%+32.03%
2016-13.85%+19.85%
2015-2.51%+1.56%
2014-3.43%+125.82%
2013+65.69%+81.52%
2012-2.00%+22.22%
2011-12.66%-35.23%
2010+13.13%+16.27%
2009N/A+27.72%
2008N/A-26.84%
2007N/A-21.29%
2006N/A-6.65%
2005N/A+2.37%
2004N/A+2.26%
2003N/A+13.79%
2002N/A-23.75%
2001N/A-17.07%
2000N/A+111.50%
1999N/A-1.49%

LPLA vs LUV Drawdown Comparison

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

The maximum drawdown for LUV was -78.25%, occurring on Mar 5, 2009. Recovery took 3307 trading sessions.

The current LPLA drawdown is -31.71%. The current LUV drawdown is -26.80%.

RankLPLALUV
#1-69.32%
Mar 20, 2014 - Sep 27, 2017
-78.25%
Jan 5, 2001 - Mar 4, 2014
#2-60.33%
Jan 16, 2020 - Dec 3, 2020
-64.75%
Jan 2, 2018 - Oct 31, 2023
#3-33.78%
May 2, 2011 - Mar 15, 2012
-30.90%
Jan 29, 2015 - Nov 3, 2015
#4-33.18%
Jun 20, 2024 - Nov 6, 2024
-29.86%
Dec 7, 2015 - Dec 7, 2016
#5-32.61%
Nov 8, 2022 - Feb 26, 2024
-20.88%
Jul 7, 2017 - Dec 15, 2017
#6-31.71%
Jul 30, 2025 - May 27, 2026
-18.02%
Sep 18, 2014 - Nov 3, 2014
#7-30.11%
Apr 3, 2012 - May 9, 2013
-16.42%
May 8, 2000 - Jul 24, 2000
#8-26.06%
May 22, 2018 - Feb 1, 2019
-14.25%
Apr 11, 2000 - May 8, 2000
#9-26.02%
Feb 19, 2025 - May 13, 2025
-13.21%
Nov 5, 1999 - Feb 23, 2000
#10-24.69%
Feb 9, 2022 - Apr 8, 2022
-11.73%
Mar 1, 2017 - May 22, 2017
#11-23.36%
Apr 19, 2022 - Aug 4, 2022
-11.25%
Aug 11, 2000 - Oct 3, 2000
#12-18.87%
Jul 24, 2019 - Nov 7, 2019
-10.49%
Feb 29, 2000 - Mar 10, 2000
#13-18.45%
Apr 30, 2021 - Sep 27, 2021
-8.88%
Jan 2, 2015 - Jan 22, 2015
#14-14.36%
Mar 16, 2018 - May 8, 2018
-8.83%
Nov 29, 2000 - Dec 27, 2000
#15-12.71%
Feb 19, 2019 - May 3, 2019
-8.55%
Oct 5, 2000 - Oct 19, 2000

Correlation

Correlation between LPLA and LUV is 0.15 which considered as a very weak or no correlation - the stocks move independently of each other.

0.15
-101

Dividend Comparison (1999 - 2026)

LPLA vs LUV dividend yield comparison.

YearLPLALUV
20260.22%0.41%
20250.34%1.74%
20240.37%2.14%
20230.53%3.12%
20220.46%0.00%
20210.62%0.00%
20200.96%0.39%
20191.08%1.30%
20181.64%1.30%
20171.75%0.73%
20162.84%0.75%
20152.34%0.66%
20142.15%0.52%
20131.38%0.69%
20127.95%0.34%
20110.00%0.21%
20100.00%0.14%
20090.00%0.16%
20080.00%0.21%
20070.00%0.15%
20060.00%0.12%
20050.00%0.11%
20040.00%0.11%
20030.00%0.11%
20020.00%0.13%
20010.00%0.10%
20000.00%0.07%
19990.00%0.04%

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