LPLA vs TMUSI

Comparison between LPL Financial Holdings Inc (LPLA, Company) and TMobile US Inc 5.500 Senior Notes due June 2070 (TMUSI, Company).

LPLA vs TMUSI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LPLA(COMPANY)	TMUSI(COMPANY)
Market Cap	$24B	$23B
Max Drawdown	70.50%	13.54%
Sharpe Ratio	-0.60	-0.49
5Y Beta	1.06	0.24
Industry	Capital Markets	N/A
P/E Ratio	24.98	2.28
Forward P/E	12.24	N/A
Dividend Yield	0.40%	3.00%
5Y Dividends CAGR	3.71%	N/A
5Y EPS CAGR	13.86%	31.09%
Debt to Equity	126.32%	4.01%
Free Cash Flow Yield	-4.58%	77.01%

Market Cap

Winner

LPLA

$24B

TMUSI

$23B

Max Drawdown

LPLA

70.50%

Winner

TMUSI

13.54%

Sharpe Ratio

LPLA

-0.60

Winner

TMUSI

-0.49

5Y Beta

LPLA

1.06

Winner

TMUSI

0.24

Industry

LPLA

Capital Markets

TMUSI

N/A

P/E Ratio

LPLA

24.98

Winner

TMUSI

2.28

Forward P/E

LPLA

12.24

TMUSI

N/A

Dividend Yield

LPLA

0.40%

Winner

TMUSI

3.00%

5Y Dividends CAGR

LPLA

3.71%

TMUSI

N/A

5Y EPS CAGR

LPLA

13.86%

Winner

TMUSI

31.09%

Debt to Equity

LPLA

126.32%

Winner

TMUSI

4.01%

Free Cash Flow Yield

LPLA

-4.58%

Winner

TMUSI

77.01%

LPLA vs TMUSI - Historical Returns

Returns include dividend reinvestment.

Period	LPLA	TMUSI
1 month	-0.46%	-3.13%
3 months	+2.12%	-1.70%
6 months	-16.50%	-5.80%
1 year	-22.21%	-3.33%
5 years(CAGR)	+17.47%	N/A
10 years(CAGR)	+29.70%	N/A
Max(CAGR)	+17.20%	-3.83%

Winner

LPLA

-0.46%

TMUSI

-3.13%

Winner

LPLA

+2.12%

TMUSI

-1.70%

LPLA

-16.50%

Winner

TMUSI

-5.80%

LPLA

-22.21%

Winner

TMUSI

-3.33%

5Y(CAGR)

LPLA

+17.47%

TMUSI

N/A

10Y(CAGR)

LPLA

+29.70%

TMUSI

N/A

Max(CAGR)

Winner

LPLA

+17.20%

TMUSI

-3.83%

LPLA vs TMUSI - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	LPLA	TMUSI
2026	-18.55%	-7.01%
2025	+9.26%	+3.16%
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%	N/A
2012	-2.00%	N/A
2011	-12.66%	N/A
2010	+13.13%	N/A

LPLA vs TMUSI Drawdown Comparison

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

The maximum drawdown for TMUSI was -10.81%, occurring on Jun 9, 2026. This drawdown has not yet recovered.

The current LPLA drawdown is -26.06%. The current TMUSI drawdown is -9.57%.

Rank	LPLA	TMUSI
#1	-69.32% Mar 20, 2014 - Sep 27, 2017	-10.81% Sep 10, 2025 - Jun 9, 2026
#2	-60.33% Jan 16, 2020 - Dec 3, 2020	-5.38% Aug 20, 2025 - Sep 10, 2025
#3	-33.78% May 2, 2011 - Mar 15, 2012	-0.30% Aug 13, 2025 - Aug 18, 2025
#4	-33.18% Jun 20, 2024 - Nov 6, 2024	N/A
#5	-33.12% Jul 30, 2025 - May 28, 2026	N/A
#6	-32.61% Nov 8, 2022 - Feb 26, 2024	N/A
#7	-30.11% Apr 3, 2012 - May 9, 2013	N/A
#8	-26.06% May 22, 2018 - Feb 1, 2019	N/A
#9	-26.02% Feb 19, 2025 - May 13, 2025	N/A
#10	-24.69% Feb 9, 2022 - Apr 8, 2022	N/A
#11	-23.36% Apr 19, 2022 - Aug 4, 2022	N/A
#12	-18.87% Jul 24, 2019 - Nov 7, 2019	N/A
#13	-18.45% Apr 30, 2021 - Sep 27, 2021	N/A
#14	-14.36% Mar 16, 2018 - May 8, 2018	N/A
#15	-12.71% Feb 19, 2019 - May 3, 2019	N/A

Correlation

Correlation between LPLA and TMUSI is 0.76 which considered as a strong positive correlation - the stocks tend to move together.

0.76

-101

Dividend Comparison (2012 - 2026)

LPLA vs TMUSI dividend yield comparison.

Year	LPLA	TMUSI
2026	0.20%	3.27%
2025	0.34%	1.48%
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%