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LPLA vs PPL

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

LPLA is from the Financial Services sector, while PPL is from the Utilities sector.

5-Year PerformanceLPLA has outperformed PPL, delivering a return of +20.8% compared to +8.2%

LPLA vs PPL - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
LPLA
$27B
PPL
$27B
Max Drawdown
LPLA
70.50%
Winner
PPL
66.30%
Sharpe Ratio
LPLA
-0.23
Winner
PPL
-0.09
5Y Beta
LPLA
1.11
Winner
PPL
0.13
Industry
LPLA
Capital Markets
PPL
Utilities - Regulated Electric
P/E Ratio
LPLA
28.71
Winner
PPL
21.87
Forward P/E
Winner
LPLA
13.57
PPL
18.25
PEG Ratio
Winner
LPLA
0.52
PPL
1.03
Dividend Yield
LPLA
0.36%
Winner
PPL
3.10%
5Y Dividends CAGR
Winner
LPLA
3.71%
PPL
-3.52%
5Y EPS CAGR
LPLA
13.86%
PPL
N/A
Debt to Equity
Winner
LPLA
126.32%
PPL
133.28%
Free Cash Flow Yield
Winner
LPLA
-3.98%
PPL
-6.04%
P/S Ratio
Winner
LPLA
1.51
PPL
2.87
P/B Ratio
LPLA
4.82
Winner
PPL
1.79

LPLA vs PPL - Historical Returns

Returns include dividend reinvestment.

1M
Winner
LPLA
+20.61%
PPL
-1.15%
3M
Winner
LPLA
+11.12%
PPL
-5.61%
6M
LPLA
-2.77%
Winner
PPL
-1.35%
1Y
LPLA
-10.29%
Winner
PPL
+1.78%
5Y(CAGR)
Winner
LPLA
+20.75%
PPL
+8.20%
10Y(CAGR)
Winner
LPLA
+31.30%
PPL
+3.81%
Max(CAGR)
Winner
LPLA
+18.45%
PPL
+8.37%

LPLA vs PPL - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearLPLAPPL
2026-2.00%+1.85%
2025+9.26%+12.33%
2024+42.17%+22.12%
2023+5.39%-3.71%
2022+33.43%+0.06%
2021+55.94%+15.45%
2020+12.56%-15.65%
2019+51.80%+34.47%
2018+8.40%-1.96%
2017+64.14%-5.14%
2016-13.85%+5.49%
2015-2.51%+6.22%
2014-3.43%+28.04%
2013+65.69%+8.59%
2012-2.00%+4.47%
2011-12.66%+16.43%
2010+13.13%-14.58%
2009N/A+8.19%
2008N/A-37.60%
2007N/A+47.17%
2006N/A+23.54%
2005N/A+14.57%
2004N/A+26.13%
2003N/A+29.08%
2002N/A+3.96%
2001N/A-17.56%
2000N/A+111.75%
1999N/A-14.46%

LPLA vs PPL Drawdown Comparison

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

The maximum drawdown for PPL was -55.36%, occurring on Jul 23, 2002. Recovery took 926 trading sessions.

The current LPLA drawdown is -11.03%. The current PPL drawdown is -10.85%.

RankLPLAPPL
#1-69.32%
Mar 20, 2014 - Sep 27, 2017
-55.36%
May 23, 2001 - Feb 1, 2005
#2-60.33%
Jan 16, 2020 - Dec 3, 2020
-53.53%
Jan 9, 2008 - Feb 1, 2016
#3-33.78%
May 2, 2011 - Mar 15, 2012
-48.68%
Jan 29, 2020 - Aug 1, 2024
#4-33.18%
Jun 20, 2024 - Nov 6, 2024
-33.86%
Sep 11, 2017 - Dec 13, 2019
#5-33.12%
Jul 30, 2025 - May 28, 2026
-29.85%
Nov 1, 1999 - Jul 31, 2000
#6-32.61%
Nov 8, 2022 - Feb 26, 2024
-24.01%
Dec 26, 2000 - Feb 21, 2001
#7-30.11%
Apr 3, 2012 - May 9, 2013
-17.99%
Jun 20, 2016 - May 4, 2017
#8-26.06%
May 22, 2018 - Feb 1, 2019
-14.44%
Oct 3, 2005 - Jul 3, 2006
#9-26.02%
Feb 19, 2025 - May 13, 2025
-13.29%
Apr 9, 2026 - Jun 1, 2026
#10-24.69%
Feb 9, 2022 - Apr 8, 2022
-13.28%
Oct 2, 2000 - Dec 20, 2000
#11-23.36%
Apr 19, 2022 - Aug 4, 2022
-12.07%
Sep 11, 2000 - Sep 27, 2000
#12-18.87%
Jul 24, 2019 - Nov 7, 2019
-11.69%
Oct 15, 2025 - Feb 13, 2026
#13-18.45%
Apr 30, 2021 - Sep 27, 2021
-10.91%
Aug 8, 2007 - Dec 4, 2007
#14-14.36%
Mar 16, 2018 - May 8, 2018
-9.04%
Nov 27, 2024 - Feb 24, 2025
#15-12.71%
Feb 19, 2019 - May 3, 2019
-8.86%
Mar 8, 2001 - Apr 9, 2001

Correlation

Correlation between LPLA and PPL is 0.82 which considered as a strong positive correlation - the stocks tend to move together.

0.82
-101

Dividend Comparison (1999 - 2026)

LPLA vs PPL dividend yield comparison.

YearLPLAPPL
20260.17%1.62%
20250.34%3.11%
20240.37%3.17%
20230.53%3.54%
20220.46%2.99%
20210.62%5.52%
20200.96%5.89%
20191.08%4.60%
20181.64%5.79%
20171.75%5.11%
20162.84%4.46%
20152.34%11.74%
20142.15%4.10%
20131.38%4.89%
20127.95%5.03%
20110.00%4.76%
20100.00%5.32%
20090.00%4.27%
20080.00%4.37%
20070.00%2.34%
20060.00%3.07%
20050.00%3.27%
20040.00%3.08%
20030.00%3.52%
20020.00%4.15%
20010.00%3.04%
20000.00%2.35%
19990.00%1.09%

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