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LYG vs UPS

Comparison between Lloyds Banking Group plc (LYG, Company) and United Parcel Service Inc - Class B (UPS, Company).

LYG is from the Financial Services sector, while UPS is from the Industrials sector.

5-Year PerformanceLYG has outperformed UPS, delivering a return of +25.1% compared to -7.2%

LYG vs UPS - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
LYG
$88B
Winner
UPS
$89B
Max Drawdown
LYG
97.51%
Winner
UPS
64.42%
Sharpe Ratio
Winner
LYG
1.45
UPS
0.86
5Y Beta
LYG
0.94
Winner
UPS
0.74
Industry
LYG
Banks - Regional
UPS
Integrated Freight & Logistics
P/E Ratio
Winner
LYG
12.96
UPS
19.11
Forward P/E
Winner
LYG
11.44
UPS
14.60
PEG Ratio
Winner
LYG
0.45
UPS
1.67
Dividend Yield
LYG
0.62%
Winner
UPS
3.12%
5Y Dividends CAGR
LYG
N/A
UPS
15.15%
5Y EPS CAGR
Winner
LYG
20.48%
UPS
-3.93%
Debt to Equity
LYG
209.76%
Winner
UPS
4.04%
Free Cash Flow Yield
Winner
LYG
6.52%
UPS
5.08%
P/S Ratio
LYG
4.45
Winner
UPS
1.02
P/B Ratio
Winner
LYG
1.36
UPS
5.69

LYG vs UPS - Historical Returns

Returns include dividend reinvestment.

1M
Winner
LYG
+3.30%
UPS
-3.42%
3M
Winner
LYG
+19.47%
UPS
+12.87%
6M
Winner
LYG
+2.60%
UPS
-1.43%
1Y
Winner
LYG
+45.41%
UPS
+34.43%
5Y(CAGR)
Winner
LYG
+25.06%
UPS
-7.16%
10Y(CAGR)
Winner
LYG
+13.04%
UPS
+3.74%
Max(CAGR)
LYG
-0.81%
Winner
UPS
+4.64%

LYG vs UPS - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearLYGUPS
2026+18.98%+9.13%
2025+104.96%-14.41%
2024+20.40%-16.57%
2023+12.62%-6.72%
2022-11.61%-15.94%
2021+41.73%+33.67%
2020-41.32%+49.04%
2019+36.88%+24.62%
2018-28.97%-18.57%
2017+25.68%+6.73%
2016-24.93%+24.51%
2015-4.46%-10.29%
2014-11.79%+10.52%
2013+62.20%+41.58%
2012+93.94%+2.48%
2011-62.35%+3.36%
2010+20.53%+28.47%
2009-13.66%+5.93%
2008-77.38%-17.99%
2007-12.22%-3.48%
2006+39.54%+1.22%
2005-1.43%-10.03%
2004+20.41%+17.82%
2003+19.44%+18.18%
2002-31.15%+17.27%
2001+7.07%-2.04%
2000N/A-11.35%
1999N/A+1.55%

LYG vs UPS Drawdown Comparison

The maximum drawdown for LYG was -94.84%, occurring on Mar 5, 2009. This drawdown has not yet recovered.

The maximum drawdown for UPS was -57.96%, occurring on Sep 25, 2025. This drawdown has not yet recovered.

The current LYG drawdown is -51.73%. The current UPS drawdown is -42.90%.

RankLYGUPS
#1-94.84%
Oct 9, 2007 - Mar 5, 2009
-57.96%
Feb 2, 2022 - Sep 25, 2025
#2-56.03%
May 6, 2002 - Feb 1, 2006
-51.72%
Dec 9, 2004 - Feb 10, 2011
#3-10.92%
Jul 18, 2007 - Oct 4, 2007
-34.37%
Nov 11, 1999 - Oct 30, 2003
#4-10.80%
Feb 20, 2007 - Apr 16, 2007
-30.78%
Jan 12, 2018 - Jul 29, 2020
#5-10.71%
Feb 14, 2002 - Apr 17, 2002
-20.11%
Jan 22, 2015 - Jul 8, 2016
#6-8.59%
May 5, 2006 - Jul 28, 2006
-18.37%
Feb 18, 2011 - Jan 18, 2012
#7-8.41%
Mar 22, 2006 - May 5, 2006
-17.14%
May 7, 2021 - Oct 26, 2021
#8-7.31%
Dec 31, 2001 - Feb 14, 2002
-13.04%
Dec 13, 2016 - Sep 15, 2017
#9-5.25%
May 7, 2007 - Jul 18, 2007
-12.03%
Mar 19, 2012 - Jan 15, 2013
#10-4.50%
Feb 24, 2006 - Mar 14, 2006
-11.76%
Oct 12, 2020 - Apr 9, 2021
#11-4.13%
Feb 1, 2006 - Feb 9, 2006
-10.91%
Dec 31, 2013 - May 29, 2014
#12-3.93%
Oct 13, 2006 - Dec 12, 2006
-10.69%
Jan 7, 2022 - Feb 1, 2022
#13-3.59%
Sep 5, 2006 - Sep 25, 2006
-10.53%
Oct 26, 2021 - Jan 4, 2022
#14-3.47%
Jul 28, 2006 - Aug 29, 2006
-9.06%
Jul 16, 2014 - Oct 31, 2014
#15-2.75%
Dec 6, 2001 - Dec 17, 2001
-8.77%
Dec 29, 2003 - Jun 23, 2004

Correlation

Correlation between LYG and UPS is -0.47 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.47
-101

Dividend Comparison (1999 - 2026)

LYG vs UPS dividend yield comparison.

YearLYGUPS
20262.14%3.07%
20253.19%6.61%
20245.44%5.17%
20235.23%4.12%
20224.91%3.50%
20212.70%1.90%
20200.00%2.40%
20195.04%3.28%
20186.63%3.73%
20176.81%2.79%
20165.17%2.72%
20152.11%3.03%
20140.00%2.41%
20130.00%2.36%
20120.00%3.09%
20110.00%2.84%
20100.00%2.59%
2009101.57%3.14%
200835.53%3.26%
20077.46%2.38%
20065.58%2.03%
20057.49%1.76%
20046.64%1.31%
20036.78%1.23%
20027.11%1.20%
20010.00%1.39%
20000.00%1.16%
19990.00%0.43%

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