LPLA vs TROW
Comparison between LPL Financial Holdings Inc (LPLA, Company) and T. Rowe Price Group Inc (TROW, Company).
Both LPLA and TROW are from the Financial Services sector.
5-Year PerformanceLPLA has outperformed TROW, delivering a return of +16.6% compared to -7.0%
LPLA vs TROW - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
LPLA vs TROW - Historical Returns
Returns include dividend reinvestment.
LPLA vs TROW - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | LPLA | TROW |
|---|---|---|
| 2026 | -19.87% | +3.23% |
| 2025 | +9.26% | -4.96% |
| 2024 | +42.17% | +9.47% |
| 2023 | +5.39% | +3.17% |
| 2022 | +33.43% | -41.61% |
| 2021 | +55.94% | +38.26% |
| 2020 | +12.56% | +24.50% |
| 2019 | +51.80% | +36.33% |
| 2018 | +8.40% | -8.12% |
| 2017 | +64.14% | +42.29% |
| 2016 | -13.85% | +10.49% |
| 2015 | -2.51% | -12.15% |
| 2014 | -3.43% | +6.26% |
| 2013 | +65.69% | +27.63% |
| 2012 | -2.00% | +17.36% |
| 2011 | -12.66% | -11.50% |
| 2010 | +13.13% | +21.08% |
| 2009 | N/A | +50.10% |
| 2008 | N/A | -38.51% |
| 2007 | N/A | +34.89% |
| 2006 | N/A | +21.42% |
| 2005 | N/A | +18.60% |
| 2004 | N/A | +30.46% |
| 2003 | N/A | +68.53% |
| 2002 | N/A | -19.30% |
| 2001 | N/A | -12.10% |
| 2000 | N/A | +21.93% |
| 1999 | N/A | -0.47% |
LPLA vs TROW Drawdown Comparison
The maximum drawdown for LPLA was -69.32%, occurring on Feb 12, 2016. Recovery took 888 trading sessions.
The maximum drawdown for TROW was -67.45%, occurring on Mar 5, 2009. Recovery took 558 trading sessions.
The current LPLA drawdown is -27.26%. The current TROW drawdown is -41.58%.
| Rank | LPLA | TROW |
|---|---|---|
| #1 | -69.32% Mar 20, 2014 - Sep 27, 2017 | -67.45% Sep 19, 2008 - Dec 7, 2010 |
| #2 | -60.33% Jan 16, 2020 - Dec 3, 2020 | -58.20% Aug 31, 2021 - Apr 8, 2025 |
| #3 | -33.78% May 2, 2011 - Mar 15, 2012 | -54.10% Sep 14, 2000 - Dec 23, 2003 |
| #4 | -33.18% Jun 20, 2024 - Nov 6, 2024 | -38.06% Feb 19, 2020 - Jul 31, 2020 |
| #5 | -33.12% Jul 30, 2025 - May 28, 2026 | -34.39% Feb 18, 2011 - Jan 4, 2013 |
| #6 | -32.61% Nov 8, 2022 - Feb 26, 2024 | -31.38% Jun 12, 2018 - Nov 12, 2019 |
| #7 | -30.11% Apr 3, 2012 - May 9, 2013 | -30.15% Nov 16, 2007 - Sep 19, 2008 |
| #8 | -26.06% May 22, 2018 - Feb 1, 2019 | -28.76% Jan 25, 2000 - Jun 5, 2000 |
| #9 | -26.02% Feb 19, 2025 - May 13, 2025 | -22.18% Dec 23, 2014 - Jul 14, 2017 |
| #10 | -24.69% Feb 9, 2022 - Apr 8, 2022 | -19.32% Mar 5, 2004 - Oct 28, 2004 |
| #11 | -23.36% Apr 19, 2022 - Aug 4, 2022 | -17.90% Apr 26, 2006 - Aug 15, 2006 |
| #12 | -18.87% Jul 24, 2019 - Nov 7, 2019 | -16.45% Nov 22, 1999 - Jan 25, 2000 |
| #13 | -18.45% Apr 30, 2021 - Sep 27, 2021 | -15.62% Jun 19, 2000 - Sep 13, 2000 |
| #14 | -14.36% Mar 16, 2018 - May 8, 2018 | -15.00% Jan 26, 2018 - May 16, 2018 |
| #15 | -12.71% Feb 19, 2019 - May 3, 2019 | -14.97% Aug 8, 2007 - Oct 1, 2007 |
Correlation
Correlation between LPLA and TROW is 0.63 which considered as a moderate positive correlation - the stocks show some tendency to move together.
Dividend Comparison (1999 - 2026)
LPLA vs TROW dividend yield comparison.
| Year | LPLA | TROW |
|---|---|---|
| 2026 | 0.21% | 1.22% |
| 2025 | 0.34% | 4.96% |
| 2024 | 0.37% | 4.39% |
| 2023 | 0.53% | 4.53% |
| 2022 | 0.46% | 4.40% |
| 2021 | 0.62% | 3.72% |
| 2020 | 0.96% | 2.38% |
| 2019 | 1.08% | 2.50% |
| 2018 | 1.64% | 3.03% |
| 2017 | 1.75% | 2.17% |
| 2016 | 2.84% | 2.87% |
| 2015 | 2.34% | 5.71% |
| 2014 | 2.15% | 2.05% |
| 2013 | 1.38% | 1.81% |
| 2012 | 7.95% | 3.62% |
| 2011 | 0.00% | 2.18% |
| 2010 | 0.00% | 1.67% |
| 2009 | 0.00% | 1.88% |
| 2008 | 0.00% | 2.71% |
| 2007 | 0.00% | 1.23% |
| 2006 | 0.00% | 1.19% |
| 2005 | 0.00% | 1.35% |
| 2004 | 0.00% | 1.29% |
| 2003 | 0.00% | 1.48% |
| 2002 | 0.00% | 2.38% |
| 2001 | 0.00% | 1.76% |
| 2000 | 0.00% | 1.28% |
| 1999 | 0.00% | 0.35% |
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