LPLA vs PCS
Comparison between LPL Financial Holdings Inc (LPLA, Company) and PGIM CORPORATE BOND 0-5 YEAR ETF (PCS, Company).
LPLA vs PCS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Market Cap
LPLA
$27B
Winner
PCS
$27B
Max Drawdown
Winner
LPLA
70.50%
PCS
86.29%
Sharpe Ratio
LPLA
-0.23
Winner
PCS
1.00
5Y Beta
LPLA
1.11
PCS
N/A
Industry
LPLA
Capital Markets
PCS
N/A
P/E Ratio
LPLA
28.71
Winner
PCS
-3.64
Forward P/E
LPLA
13.57
PCS
N/A
PEG Ratio
LPLA
0.52
PCS
N/A
Dividend Yield
LPLA
0.36%
PCS
N/A
5Y Dividends CAGR
LPLA
3.71%
PCS
N/A
5Y EPS CAGR
LPLA
13.86%
PCS
N/A
Debt to Equity
Winner
LPLA
126.32%
PCS
243.44%
Free Cash Flow Yield
LPLA
-3.98%
Winner
PCS
2.99%
P/S Ratio
LPLA
1.51
Winner
PCS
1.40
P/B Ratio
Winner
LPLA
4.82
PCS
7.98
LPLA vs PCS - Historical Returns
Returns include dividend reinvestment.
1M
Winner
LPLA
+20.61%
PCS
-0.05%
3M
Winner
LPLA
+11.12%
PCS
+0.36%
6M
LPLA
-2.77%
Winner
PCS
+1.06%
1Y
LPLA
-10.29%
Winner
PCS
+3.68%
5Y(CAGR)
LPLA
+20.75%
PCS
N/A
10Y(CAGR)
Winner
LPLA
+31.30%
PCS
+12.28%
Max(CAGR)
Winner
LPLA
+18.45%
PCS
+3.39%
LPLA vs PCS - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | LPLA | PCS |
|---|---|---|
| 2026 | -2.00% | +1.44% |
| 2025 | +9.26% | +2.22% |
| 2024 | +42.17% | N/A |
| 2023 | +5.39% | N/A |
| 2022 | +33.43% | N/A |
| 2021 | +55.94% | N/A |
| 2020 | +12.56% | N/A |
| 2019 | +51.80% | N/A |
| 2018 | +8.40% | N/A |
| 2017 | +64.14% | N/A |
| 2016 | -13.85% | N/A |
| 2015 | -2.51% | N/A |
| 2014 | -3.43% | N/A |
| 2013 | +65.69% | +22.06% |
| 2012 | -2.00% | +5.86% |
| 2011 | -12.66% | -33.59% |
| 2010 | +13.13% | +58.47% |
| 2009 | N/A | -48.65% |
| 2008 | N/A | -20.38% |
| 2007 | N/A | -29.01% |
LPLA vs PCS Drawdown Comparison
The maximum drawdown for LPLA was -69.32%, occurring on Feb 12, 2016. Recovery took 888 trading sessions.
The maximum drawdown for PCS was -86.29%, occurring on Jan 28, 2010. Recovery took 1577 trading sessions.
The current LPLA drawdown is -11.03%. The current PCS drawdown is -0.20%.
| Rank | LPLA | PCS |
|---|---|---|
| #1 | -69.32% Mar 20, 2014 - Sep 27, 2017 | -86.29% Jul 17, 2007 - Aug 1, 2025 |
| #2 | -60.33% Jan 16, 2020 - Dec 3, 2020 | -11.31% Jun 4, 2007 - Jul 12, 2007 |
| #3 | -33.78% May 2, 2011 - Mar 15, 2012 | -8.20% May 18, 2007 - Jun 1, 2007 |
| #4 | -33.18% Jun 20, 2024 - Nov 6, 2024 | -4.45% Apr 24, 2007 - May 8, 2007 |
| #5 | -33.12% Jul 30, 2025 - May 28, 2026 | -1.43% May 9, 2007 - May 11, 2007 |
| #6 | -32.61% Nov 8, 2022 - Feb 26, 2024 | -1.12% Feb 27, 2026 - Apr 9, 2026 |
| #7 | -30.11% Apr 3, 2012 - May 9, 2013 | -0.51% Apr 17, 2026 - May 29, 2026 |
| #8 | -26.06% May 22, 2018 - Feb 1, 2019 | -0.44% Jul 2, 2026 - Jul 23, 2026 |
| #9 | -26.02% Feb 19, 2025 - May 13, 2025 | -0.32% Oct 28, 2025 - Nov 21, 2025 |
| #10 | -24.69% Feb 9, 2022 - Apr 8, 2022 | -0.27% Sep 16, 2025 - Oct 1, 2025 |
| #11 | -23.36% Apr 19, 2022 - Aug 4, 2022 | -0.26% May 29, 2026 - Jun 11, 2026 |
| #12 | -18.87% Jul 24, 2019 - Nov 7, 2019 | -0.19% Jun 16, 2026 - Jun 25, 2026 |
| #13 | -18.45% Apr 30, 2021 - Sep 27, 2021 | -0.17% Aug 13, 2025 - Aug 22, 2025 |
| #14 | -14.36% Mar 16, 2018 - May 8, 2018 | -0.15% Dec 3, 2025 - Dec 16, 2025 |
| #15 | -12.71% Feb 19, 2019 - May 3, 2019 | -0.11% Aug 27, 2025 - Sep 3, 2025 |
Correlation
Correlation between LPLA and PCS is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2012 - 2026)
LPLA vs PCS dividend yield comparison.
| Year | LPLA | PCS |
|---|---|---|
| 2026 | 0.17% | 2.83% |
| 2025 | 0.34% | 1.92% |
| 2024 | 0.37% | 0.00% |
| 2023 | 0.53% | 0.00% |
| 2022 | 0.46% | 0.00% |
| 2021 | 0.62% | 0.00% |
| 2020 | 0.96% | 0.00% |
| 2019 | 1.08% | 0.00% |
| 2018 | 1.64% | 0.00% |
| 2017 | 1.75% | 0.00% |
| 2016 | 2.84% | 0.00% |
| 2015 | 2.34% | 0.00% |
| 2014 | 2.15% | 0.00% |
| 2013 | 1.38% | 0.00% |
| 2012 | 7.95% | 0.00% |
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