LPLA vs WSM
Comparison between LPL Financial Holdings Inc (LPLA, Company) and Williams-Sonoma Inc (WSM, Company).
LPLA is from the Financial Services sector, while WSM is from the Consumer Cyclical sector.
5-Year PerformanceWSM has outperformed LPLA, delivering a return of +25.4% compared to +20.2%
LPLA vs WSM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
LPLA vs WSM - Historical Returns
Returns include dividend reinvestment.
LPLA vs WSM - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | LPLA | WSM |
|---|---|---|
| 2026 | -9.13% | +20.12% |
| 2025 | +9.26% | -3.34% |
| 2024 | +42.17% | +85.14% |
| 2023 | +5.39% | +81.63% |
| 2022 | +33.43% | -30.37% |
| 2021 | +55.94% | +66.81% |
| 2020 | +12.56% | +43.90% |
| 2019 | +51.80% | +50.97% |
| 2018 | +8.40% | -1.32% |
| 2017 | +64.14% | +7.75% |
| 2016 | -13.85% | -13.46% |
| 2015 | -2.51% | -20.56% |
| 2014 | -3.43% | +31.26% |
| 2013 | +65.69% | +31.09% |
| 2012 | -2.00% | +21.28% |
| 2011 | -12.66% | +8.57% |
| 2010 | +13.13% | +74.88% |
| 2009 | N/A | +160.07% |
| 2008 | N/A | -67.59% |
| 2007 | N/A | -16.38% |
| 2006 | N/A | -27.32% |
| 2005 | N/A | +19.86% |
| 2004 | N/A | +2.67% |
| 2003 | N/A | +23.04% |
| 2002 | N/A | +32.28% |
| 2001 | N/A | +98.43% |
| 2000 | N/A | -54.15% |
| 1999 | N/A | -14.12% |
LPLA vs WSM Drawdown Comparison
The maximum drawdown for LPLA was -69.32%, occurring on Feb 12, 2016. Recovery took 888 trading sessions.
The maximum drawdown for WSM was -89.01%, occurring on Nov 20, 2008. Recovery took 1314 trading sessions.
The current LPLA drawdown is -17.50%. The current WSM drawdown is -6.70%.
| Rank | LPLA | WSM |
|---|---|---|
| #1 | -69.32% Mar 20, 2014 - Sep 27, 2017 | -89.01% Jan 11, 2006 - Mar 31, 2011 |
| #2 | -60.33% Jan 16, 2020 - Dec 3, 2020 | -72.65% Dec 7, 1999 - May 17, 2002 |
| #3 | -33.78% May 2, 2011 - Mar 15, 2012 | -60.60% Aug 18, 2015 - May 29, 2020 |
| #4 | -33.18% Jun 20, 2024 - Nov 6, 2024 | -51.91% Nov 16, 2021 - Jan 23, 2024 |
| #5 | -33.12% Jul 30, 2025 - May 28, 2026 | -39.15% May 28, 2002 - Oct 27, 2003 |
| #6 | -32.61% Nov 8, 2022 - Feb 26, 2024 | -36.79% Feb 18, 2025 - Jan 21, 2026 |
| #7 | -30.11% Apr 3, 2012 - May 9, 2013 | -36.04% May 10, 2011 - Sep 13, 2012 |
| #8 | -26.06% May 22, 2018 - Feb 1, 2019 | -23.29% Feb 6, 2026 - Jun 12, 2026 |
| #9 | -26.02% Feb 19, 2025 - May 13, 2025 | -22.50% Nov 12, 2003 - Sep 29, 2004 |
| #10 | -24.69% Feb 9, 2022 - Apr 8, 2022 | -20.87% Jul 16, 2024 - Nov 20, 2024 |
| #11 | -23.36% Apr 19, 2022 - Aug 4, 2022 | -19.31% May 10, 2021 - Aug 26, 2021 |
| #12 | -18.87% Jul 24, 2019 - Nov 7, 2019 | -18.73% Nov 15, 2004 - Jun 16, 2005 |
| #13 | -18.45% Apr 30, 2021 - Sep 27, 2021 | -18.65% Jul 28, 2005 - Jan 11, 2006 |
| #14 | -14.36% Mar 16, 2018 - May 8, 2018 | -15.85% Aug 27, 2014 - Nov 20, 2014 |
| #15 | -12.71% Feb 19, 2019 - May 3, 2019 | -15.76% Jan 27, 2021 - Mar 18, 2021 |
Correlation
Correlation between LPLA and WSM is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2006 - 2026)
LPLA vs WSM dividend yield comparison.
| Year | LPLA | WSM |
|---|---|---|
| 2026 | 0.18% | 0.98% |
| 2025 | 0.34% | 1.43% |
| 2024 | 0.37% | 1.16% |
| 2023 | 0.53% | 1.72% |
| 2022 | 0.46% | 2.65% |
| 2021 | 0.62% | 1.43% |
| 2020 | 0.96% | 1.93% |
| 2019 | 1.08% | 2.55% |
| 2018 | 1.64% | 3.33% |
| 2017 | 1.75% | 2.98% |
| 2016 | 2.84% | 3.02% |
| 2015 | 2.34% | 2.36% |
| 2014 | 2.15% | 1.72% |
| 2013 | 1.38% | 1.97% |
| 2012 | 7.95% | 2.01% |
| 2011 | 0.00% | 1.71% |
| 2010 | 0.00% | 1.54% |
| 2009 | 0.00% | 2.31% |
| 2008 | 0.00% | 6.04% |
| 2007 | 0.00% | 1.72% |
| 2006 | 0.00% | 0.95% |
Select Stocks to Compare
More Comparisons
Compare with similar stocks