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LUV vs LPLA

Comparison between Southwest Airlines Company (LUV, Company) and LPL Financial Holdings Inc (LPLA, Company).

LUV is from the Industrials sector, while LPLA is from the Financial Services sector.

5-Year PerformanceLPLA has outperformed LUV, delivering a return of +13.6% compared to -5.2%

LUV vs LPLA - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
LUV
$22B
LPLA
$22B
Max Drawdown
LUV
78.47%
Winner
LPLA
70.50%
Sharpe Ratio
Winner
LUV
0.96
LPLA
-0.80
5Y Beta
LUV
1.30
Winner
LPLA
1.11
Industry
LUV
Airlines
LPLA
Capital Markets
P/E Ratio
LUV
62.41
Winner
LPLA
23.07
Forward P/E
LUV
13.07
Winner
LPLA
11.35
PEG Ratio
LUV
10.75
LPLA
N/A
Dividend Yield
Winner
LUV
1.76%
LPLA
0.42%
5Y Dividends CAGR
LUV
N/A
LPLA
3.71%
5Y EPS CAGR
LUV
-30.83%
Winner
LPLA
13.86%
Debt to Equity
Winner
LUV
0.00%
LPLA
126.32%
Free Cash Flow Yield
Winner
LUV
11.03%
LPLA
-4.95%

LUV vs LPLA - Historical Returns

Returns include dividend reinvestment.

1M
Winner
LUV
+14.35%
LPLA
-17.75%
3M
LUV
-10.91%
Winner
LPLA
-9.45%
6M
Winner
LUV
+25.71%
LPLA
-23.10%
1Y
Winner
LUV
+36.49%
LPLA
-28.70%
5Y(CAGR)
LUV
-5.24%
Winner
LPLA
+13.55%
10Y(CAGR)
LUV
+1.53%
Winner
LPLA
+26.76%
Max(CAGR)
LUV
+6.02%
Winner
LPLA
+16.67%

LUV vs LPLA - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearLUVLPLA
2026+6.26%-24.78%
2025+26.56%+9.26%
2024+20.78%+42.17%
2023-8.93%+5.39%
2022-23.48%+33.43%
2021-4.88%+55.94%
2020-14.67%+12.56%
2019+16.07%+51.80%
2018-29.11%+8.40%
2017+32.03%+64.14%
2016+19.85%-13.85%
2015+1.56%-2.51%
2014+125.82%-3.43%
2013+81.52%+65.69%
2012+22.22%-2.00%
2011-35.23%-12.66%
2010+16.27%+13.13%
2009+27.72%N/A
2008-26.84%N/A
2007-21.29%N/A
2006-6.65%N/A
2005+2.37%N/A
2004+2.26%N/A
2003+13.79%N/A
2002-23.75%N/A
2001-17.07%N/A
2000+111.50%N/A
1999-1.49%N/A

LUV vs LPLA Drawdown Comparison

The maximum drawdown for LUV was -78.25%, occurring on Mar 5, 2009. Recovery took 3307 trading sessions.

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

The current LUV drawdown is -26.80%. The current LPLA drawdown is -31.71%.

RankLUVLPLA
#1-78.25%
Jan 5, 2001 - Mar 4, 2014
-69.32%
Mar 20, 2014 - Sep 27, 2017
#2-64.75%
Jan 2, 2018 - Oct 31, 2023
-60.33%
Jan 16, 2020 - Dec 3, 2020
#3-30.90%
Jan 29, 2015 - Nov 3, 2015
-33.78%
May 2, 2011 - Mar 15, 2012
#4-29.86%
Dec 7, 2015 - Dec 7, 2016
-33.18%
Jun 20, 2024 - Nov 6, 2024
#5-20.88%
Jul 7, 2017 - Dec 15, 2017
-32.61%
Nov 8, 2022 - Feb 26, 2024
#6-18.02%
Sep 18, 2014 - Nov 3, 2014
-31.71%
Jul 30, 2025 - May 27, 2026
#7-16.42%
May 8, 2000 - Jul 24, 2000
-30.11%
Apr 3, 2012 - May 9, 2013
#8-14.25%
Apr 11, 2000 - May 8, 2000
-26.06%
May 22, 2018 - Feb 1, 2019
#9-13.21%
Nov 5, 1999 - Feb 23, 2000
-26.02%
Feb 19, 2025 - May 13, 2025
#10-11.73%
Mar 1, 2017 - May 22, 2017
-24.69%
Feb 9, 2022 - Apr 8, 2022
#11-11.25%
Aug 11, 2000 - Oct 3, 2000
-23.36%
Apr 19, 2022 - Aug 4, 2022
#12-10.49%
Feb 29, 2000 - Mar 10, 2000
-18.87%
Jul 24, 2019 - Nov 7, 2019
#13-8.88%
Jan 2, 2015 - Jan 22, 2015
-18.45%
Apr 30, 2021 - Sep 27, 2021
#14-8.83%
Nov 29, 2000 - Dec 27, 2000
-14.36%
Mar 16, 2018 - May 8, 2018
#15-8.55%
Oct 5, 2000 - Oct 19, 2000
-12.71%
Feb 19, 2019 - May 3, 2019

Correlation

Correlation between LUV and LPLA is 0.15 which considered as a very weak or no correlation - the stocks move independently of each other.

0.15
-101

Dividend Comparison (1999 - 2026)

LUV vs LPLA dividend yield comparison.

YearLUVLPLA
20260.41%0.22%
20251.74%0.34%
20242.14%0.37%
20233.12%0.53%
20220.00%0.46%
20210.00%0.62%
20200.39%0.96%
20191.30%1.08%
20181.30%1.64%
20170.73%1.75%
20160.75%2.84%
20150.66%2.34%
20140.52%2.15%
20130.69%1.38%
20120.34%7.95%
20110.21%0.00%
20100.14%0.00%
20090.16%0.00%
20080.21%0.00%
20070.15%0.00%
20060.12%0.00%
20050.11%0.00%
20040.11%0.00%
20030.11%0.00%
20020.13%0.00%
20010.10%0.00%
20000.07%0.00%
19990.04%0.00%

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