LPLA vs OKTA

Comparison between LPL Financial Holdings Inc (LPLA, Company) and Okta Inc - Class A (OKTA, Company).

LPLA is from the Financial Services sector, while OKTA is from the Technology sector.

5-Year PerformanceLPLA has outperformed OKTA, delivering a return of +20.2% compared to -9.6%

LPLA vs OKTA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LPLA(COMPANY)	OKTA(COMPANY)
Market Cap	$26B	$27B
Max Drawdown	70.50%	84.57%
Sharpe Ratio	-0.30	1.05
5Y Beta	1.06	1.17
Industry	Capital Markets	Software - Infrastructure
P/E Ratio	27.97	107.64
Forward P/E	13.05	39.06
PEG Ratio	0.48	1.32
Dividend Yield	0.36%	N/A
5Y Dividends CAGR	3.71%	N/A
5Y EPS CAGR	13.86%	N/A
Debt to Equity	126.32%	5.07%
Free Cash Flow Yield	-4.09%	3.43%
P/S Ratio	1.44	8.97
P/B Ratio	4.52	3.52

Market Cap

LPLA

$26B

Winner

OKTA

$27B

Max Drawdown

Winner

LPLA

70.50%

OKTA

84.57%

Sharpe Ratio

LPLA

-0.30

Winner

OKTA

1.05

5Y Beta

Winner

LPLA

1.06

OKTA

1.17

Industry

LPLA

Capital Markets

OKTA

Software - Infrastructure

P/E Ratio

Winner

LPLA

27.97

OKTA

107.64

Forward P/E

Winner

LPLA

13.05

OKTA

39.06

PEG Ratio

Winner

LPLA

0.48

OKTA

1.32

Dividend Yield

LPLA

0.36%

OKTA

N/A

5Y Dividends CAGR

LPLA

3.71%

OKTA

N/A

5Y EPS CAGR

LPLA

13.86%

OKTA

N/A

Debt to Equity

LPLA

126.32%

Winner

OKTA

5.07%

Free Cash Flow Yield

LPLA

-4.09%

Winner

OKTA

3.43%

P/S Ratio

Winner

LPLA

1.44

OKTA

8.97

P/B Ratio

LPLA

4.52

Winner

OKTA

3.52

LPLA vs OKTA - Historical Returns

Returns include dividend reinvestment.

Period	LPLA	OKTA
1 month	+11.57%	+25.97%
3 months	+1.50%	+95.89%
6 months	-10.44%	+69.21%
1 year	-13.28%	+54.82%
5 years(CAGR)	+20.19%	-9.64%
10 years(CAGR)	+31.20%	+21.95%
Max(CAGR)	+17.92%	+21.95%

LPLA

+11.57%

Winner

OKTA

+25.97%

LPLA

+1.50%

Winner

OKTA

+95.89%

LPLA

-10.44%

Winner

OKTA

+69.21%

LPLA

-13.28%

Winner

OKTA

+54.82%

5Y(CAGR)

Winner

LPLA

+20.19%

OKTA

-9.64%

10Y(CAGR)

Winner

LPLA

+31.20%

OKTA

+21.95%

Max(CAGR)

LPLA

+17.92%

Winner

OKTA

+21.95%

LPLA vs OKTA - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	LPLA	OKTA
2026	-9.13%	+77.44%
2025	+9.26%	+9.69%
2024	+42.17%	-9.43%
2023	+5.39%	+30.17%
2022	+33.43%	-69.31%
2021	+55.94%	-10.57%
2020	+12.56%	+116.74%
2019	+51.80%	+82.37%
2018	+8.40%	+141.12%
2017	+64.14%	+8.93%
2016	-13.85%	N/A
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 OKTA Drawdown Comparison

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

The maximum drawdown for OKTA was -84.57%, occurring on Nov 4, 2022. This drawdown has not yet recovered.

The current LPLA drawdown is -17.50%. The current OKTA drawdown is -49.14%.

Rank	LPLA	OKTA
#1	-69.32% Mar 20, 2014 - Sep 27, 2017	-84.57% Feb 12, 2021 - Nov 4, 2022
#2	-60.33% Jan 16, 2020 - Dec 3, 2020	-35.53% Sep 12, 2018 - Jan 17, 2019
#3	-33.78% May 2, 2011 - Mar 15, 2012	-31.63% Jul 26, 2019 - Apr 15, 2020
#4	-33.18% Jun 20, 2024 - Nov 6, 2024	-19.63% Jun 19, 2017 - Sep 8, 2017
#5	-33.12% Jul 30, 2025 - May 28, 2026	-19.34% Nov 24, 2017 - Feb 13, 2018
#6	-32.61% Nov 8, 2022 - Feb 26, 2024	-17.45% Oct 13, 2020 - Dec 8, 2020
#7	-30.11% Apr 3, 2012 - May 9, 2013	-16.24% Sep 2, 2020 - Oct 6, 2020
#8	-26.06% May 22, 2018 - Feb 1, 2019	-16.06% Dec 22, 2020 - Feb 10, 2021
#9	-26.02% Feb 19, 2025 - May 13, 2025	-15.78% Jun 4, 2018 - Jul 25, 2018
#10	-24.69% Feb 9, 2022 - Apr 8, 2022	-14.09% Jul 26, 2018 - Aug 23, 2018
#11	-23.36% Apr 19, 2022 - Aug 4, 2022	-12.96% Apr 27, 2017 - Jun 8, 2017
#12	-18.87% Jul 24, 2019 - Nov 7, 2019	-12.65% Jun 1, 2020 - Jul 1, 2020
#13	-18.45% Apr 30, 2021 - Sep 27, 2021	-12.30% Jun 8, 2017 - Jun 19, 2017
#14	-14.36% Mar 16, 2018 - May 8, 2018	-12.28% Sep 8, 2017 - Nov 24, 2017
#15	-12.71% Feb 19, 2019 - May 3, 2019	-12.25% Aug 5, 2020 - Aug 26, 2020