LPLA vs TW

Comparison between LPL Financial Holdings Inc (LPLA, Company) and Tradeweb Markets Inc Cls A (TW, Company).

Both LPLA and TW are from the Financial Services sector.

5-Year PerformanceLPLA has outperformed TW, delivering a return of +14.6% compared to +5.9%

LPLA vs TW - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LPLA(COMPANY)	TW(COMPANY)
Market Cap	$23B	$23B
Max Drawdown	70.50%	48.81%
Sharpe Ratio	-0.73	-1.16
5Y Beta	1.12	0.41
Industry	Capital Markets	Capital Markets
P/E Ratio	24.12	32.81
Forward P/E	11.40	32.15
PEG Ratio	0.43	0.64
Dividend Yield	0.42%	0.47%
5Y Dividends CAGR	8.45%	14.14%
5Y EPS CAGR	13.86%	N/A
Debt to Equity	126.32%	0.00%
Free Cash Flow Yield	-4.74%	5.12%
P/S Ratio	1.27	10.80
P/B Ratio	3.99	3.43

Market Cap

Winner

LPLA

$23B

Max Drawdown

LPLA

70.50%

Winner

48.81%

Sharpe Ratio

Winner

LPLA

-0.73

-1.16

5Y Beta

LPLA

1.12

Winner

0.41

Industry

LPLA

Capital Markets

P/E Ratio

Winner

LPLA

24.12

32.81

Forward P/E

Winner

LPLA

11.40

32.15

PEG Ratio

Winner

LPLA

0.43

0.64

Dividend Yield

LPLA

0.42%

Winner

0.47%

5Y Dividends CAGR

LPLA

8.45%

Winner

14.14%

5Y EPS CAGR

LPLA

13.86%

N/A

Debt to Equity

LPLA

126.32%

Winner

0.00%

Free Cash Flow Yield

LPLA

-4.74%

Winner

5.12%

P/S Ratio

Winner

LPLA

1.27

10.80

P/B Ratio

LPLA

3.99

Winner

3.43

LPLA vs TW - Historical Returns

Returns include dividend reinvestment.

Period	LPLA	TW
1 month	-11.66%	-7.74%
3 months	-9.75%	-11.43%
6 months	-16.25%	-0.50%
1 year	-23.59%	-27.00%
5 years(CAGR)	+14.63%	+5.91%
10 years(CAGR)	+28.90%	N/A
Max(CAGR)	+17.12%	+16.92%

LPLA

-11.66%

Winner

-7.74%

Winner

LPLA

-9.75%

-11.43%

LPLA

-16.25%

Winner

-0.50%

Winner

LPLA

-23.59%

-27.00%

5Y(CAGR)

Winner

LPLA

+14.63%

+5.91%

10Y(CAGR)

LPLA

+28.90%

N/A

Max(CAGR)

Winner

LPLA

+17.12%

+16.92%

LPLA vs TW - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	LPLA	TW
2026	-20.33%	-0.37%
2025	+9.26%	-17.80%
2024	+42.17%	+47.17%
2023	+5.39%	+39.73%
2022	+33.43%	-32.39%
2021	+55.94%	+61.51%
2020	+12.56%	+34.39%
2019	+51.80%	+30.14%
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 TW Drawdown Comparison

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

The maximum drawdown for TW was -48.64%, occurring on Oct 11, 2022. Recovery took 532 trading sessions.

The current LPLA drawdown is -27.67%. The current TW drawdown is -28.79%.

Rank	LPLA	TW
#1	-69.32% Mar 20, 2014 - Sep 27, 2017	-48.64% Dec 28, 2021 - Feb 9, 2024
#2	-60.33% Jan 16, 2020 - Dec 3, 2020	-33.05% Apr 3, 2025 - Feb 3, 2026
#3	-33.78% May 2, 2011 - Mar 15, 2012	-30.13% Mar 3, 2020 - Apr 16, 2020
#4	-33.18% Jun 20, 2024 - Nov 6, 2024	-26.88% Jul 23, 2019 - Feb 19, 2020
#5	-32.61% Nov 8, 2022 - Feb 26, 2024	-24.03% Jun 2, 2020 - Dec 17, 2020
#6	-30.11% Apr 3, 2012 - May 9, 2013	-11.45% Dec 18, 2020 - Feb 18, 2021
#7	-28.68% Jul 30, 2025 - May 20, 2026	-10.37% May 9, 2024 - Aug 8, 2024
#8	-26.06% May 22, 2018 - Feb 1, 2019	-9.40% Nov 26, 2024 - Mar 3, 2025
#9	-26.02% Feb 19, 2025 - May 13, 2025	-9.15% Aug 27, 2021 - Oct 29, 2021
#10	-24.69% Feb 9, 2022 - Apr 8, 2022	-8.87% May 31, 2019 - Jul 3, 2019
#11	-23.36% Apr 19, 2022 - Aug 4, 2022	-7.62% Apr 27, 2020 - May 8, 2020
#12	-18.87% Jul 24, 2019 - Nov 7, 2019	-7.47% Apr 15, 2019 - May 10, 2019
#13	-18.45% Apr 30, 2021 - Sep 27, 2021	-6.96% Mar 26, 2024 - May 6, 2024
#14	-14.36% Mar 16, 2018 - May 8, 2018	-6.75% Feb 21, 2020 - Mar 3, 2020
#15	-12.71% Feb 19, 2019 - May 3, 2019	-6.05% Oct 14, 2024 - Nov 22, 2024

Correlation

Correlation between LPLA and TW is 0.86 which considered as a strong positive correlation - the stocks tend to move together.

0.86

-101

Dividend Comparison (2012 - 2026)

LPLA vs TW dividend yield comparison.

Year	LPLA	TW
2026	0.10%	0.13%
2025	0.34%	0.45%
2024	0.37%	0.31%
2023	0.53%	0.40%
2022	0.46%	0.49%
2021	0.62%	0.32%
2020	0.96%	0.51%
2019	1.08%	0.52%
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%